OUR MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
Comprehensive wealth planning strategies for your life and legacy
Over the last 30 years, we have worked with some amazing individuals and families that come from diverse personal and financial backgrounds. During that time, we have seen their children grow, have helped multiple generations address their financial concerns, built and preserved their wealth to achieve greater financial freedom.
Our mission is simple: to get to know you and your family, where you have been, and where you want to go. Planning for the future depends on more than just asset management. Our innovative process takes the confusion out of financial decision-making. In addition, you will gain access to an extensive network of sophisticated resources and experienced professionals. Together, we can organize your financial life, define your goals, and strive to keep you on a clear path to financial success.
Whether building a business or career, putting children through college, or deciding when you can comfortably retire, we pride ourselves on guiding you every step of the way. We look forward to meeting you and your family, and helping you to build a secure financial future.
Basil is a Portfolio Management Director with over 32 years of experience in financial services with the same firm. He has experienced many market cycles during his career. This experience and an extensive amount of on-going research define his investment strategies. Above all else, however, he is proudest of our long standing client relationships.
Basil is a graduate of Northeastern University.
Basil spends much of his free time in Maine with his wife, grandchildren and dog Mocha. His favorite past-times are fishing, boating and shooting sporting clays, skeet and trap.
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, MA, MD, ME, MN, NC, NH, NJ, NY, RI, TX, UT, VA, VT; General Securities Representative; Investment Advisor Representative; Managed Futures
Nick is a CERTIFIED FINANCIAL PLANNER™ and has a Masters Degree in Personal Financial Planning from the College for Financial Planning. He handles wealth planning for clients. Nick is also a designated Portfolio Management Director and works with Basil, managing client portfolios.
Nick received his undergraduate degree from the University of Rhode Island where he studied business management. During his time at URI, he was the captain of the wrestling team, a student senate representative, and a member of the club sports intramural council. He also studied abroad at Richmond University in London, England. Nick served as the URI Massachusetts Alumni Chapter Leader for 8+ years, and is currently on the board of directors for Friends For Tomorrow, a non-profit therapeutic horseback riding program in Lincoln, MA. Prior to joining Morgan Stanley in 2007, Nick worked at Fidelity Investments for almost five years as a client advisor.
Nick enjoys cooking and spending time outdoors with his wife, Kelley, and their dog Madaket. He loves staying active by sailing on Lake Sebago in Maine, golfing, and skiing in the winter.
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IA, MA, MD, ME, MN, NC, NH, NJ, NY, PA, RI, TN, TX, UT, VA, VT; General Securities Representative; Investment Advisor Representative
In addition to investment management, Alex is responsible for managing client relationships and business opportunities.
Alex is a graduate of the University of Vermont where he studied Political Science. During his time at UVM, Alex studied abroad in London, England and Costa Rica. He participated in Club Hockey and Lacrosse and was a member of the Ski and Snowboard club. Prior to joining The Chigas Group at Morgan Stanley, Alex worked at Fidelity Investments for over seven years, providing high net worth clients with investment and retirement planning guidance.
During his free time, Alex most enjoys spending time with his friends and family. He also enjoys going to concerts, traveling, and anything adventurous. The summer is easily his favorite season because he loves to golf, spend time at the lake and barbequing. Alex also volunteers with, and is a member of, the Rotary Club of Watertown, MA and AHEPA HELLAS Chapter #102 in Lowell, MA.
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IL, MA, ME, MN, NC, NH, NJ, NY, RI, TX, UT, VA, VT; General Securities Representative; Investment Advisor Representative
Erica is a Portfolio Associate for The Chigas Group. She has worked in the brokerage industry since 2005 and currently provides client service, sales, and marketing support to Basil, Nick, and their clients. She was the recipient of a Service Excellence Award in 2012.
Prior to her career at Morgan Stanley, Erica spent six years working in the banking industry. She attended Barnard College for her undergraduate education and also holds an MBA degree from Babson College. In her spare time, she enjoys traveling, dining out, going to museums, movies, and cultural events.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
If you share a home, should you also share a bank account? Learn how the Yours, Mine and Ours approach can work for you.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
CRC 1369093 12/15