The Javaheri Group at Morgan Stanley

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The Javaheri Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Our Story


Managing wealth involves far more than managing an investment portfolio.


The Javaheri Group at Morgan Stanley is a team of wealth management professionals committed to delivering a full range of financial solutions to our clients.

We will help you define what is most important, and then formulate the strategies that are suited to help meet your unique needs.

Through Morgan Stanley, we offer clients access to industry-leading financial resources, including portfolio management, comprehensive financial planning, Cash management and lending solutions as well as global market and economic insight.

The combination of personal attention and differentiating capabilities can create opportunities for your long term wealth management objectives.

Services Include

  • Wealth Management
  • Asset Management
  • Sustainable Investing
  • Retirement Planning
  • Planning for Education Funding
  • Estate Planning Strategies
  • Executive Financial Services
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Government Entities

Working With Government Entities


Morgan Stanley provides a broad range of investment advisory and brokerage services to US Government Entities, and remains dedicated to supporting the investment needs of our local communities.

Government Entity Specialists

       • Morgan Stanley recently announced a policy stating that only Financial Advisors who have been designated as “US Government Entity
         Specialists or Associates” will be permitted to engage in advisory and/or brokerage activity with US Government Entity clients.  This
         designation is given to a group of Financial Advisors who have the exclusive opportunity to service US Government Entities.

       • David Javaheri and Shaun Fitzpatrick have been selected as US Government Entity Specialists in Morgan Stanley Wealth
         Management.

Our Experience

       • The Javaheri Group has provided investment services for municipal and government clients throughout New England for over twenty
         years.

       • We currently work with over 50 Government Entity clients, providing a wide range of investment advisory services.

       • Our focus is to deliver disciplined investment strategies that are designed to address each community’s investment objectives, while
         adhering to the state specific rules and regulations.


Investment Resources

       • Morgan Stanley Capital Markets group is a team of more than 200 professionals dedicated to providing market insight, risk
         management resources, and investment management analytics.

       • The depth and resources of Morgan Stanley’s Capital Markets allow us to implement investment strategies without being hindered
          by portfolio size.


Corporate Executives

Working With Corporate Executives


Corporate executives face special challenges in managing personal wealth.  You may find that your compensation package has left your portfolio heavily concentrated in your company stock.  Or you may have restrictions on accessing your assets and obstacles to selling your shares, such as vesting and insider trading restrictions.

Executive Financial Services

Morgan Stanley Executive Financial Services (EFS) are specialized professionals educated in the regulatory and SEC rules that affect corporate executives and their stock holdings.

Our dedicated EFS team supports you to help determine how your company stock can be used for liquidity, asset protection and wealth transfer, through a variety of approaches, including:

       • Stock sales under Rule 144
       • A 10b5-1 preset Diversification Plan (“PDP or 10b5-1 Trading Plan)
       • Loans
       • Gifting

Working with you, our team utilizes the resources of EFS to craft a diversification plan to support your investment objectives and tie the program into a comprehensive wealth management strategy.



Location

Location

  • 45 William St Ste 130
  • Wellesley, MA 02481


    Meet The Javaheri Group

    Ready to start a conversation? Contact The Javaheri Group today.

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