Contact Us
The Seven Hills Group


Guidance that gives clients confidence in themselves and simplifies the complex.

Our Story and Services

About Us

The financial needs of individuals and families has changed greatly with the elimination of pensions, the uncertainty around Social Security, the changes to tax laws, and the increased ease of participating in capital markets. We believe one thing will never change: Advice still matters.

The ability to access information has never been easier, and you can easily get caught up in the deluge of news and financial ‘advice’. It is more important than ever to be able to separate the meaningful from the meaningless with regard to your personal financial situation. Making a wrong financial decision or no decision at all can be irrevocable and have a tremendous impact to your current and, more than likely, future financial well-being.

Our team has a thorough understanding of the intricacies involved with creating, preserving, and passing on wealth.  We work with our clients as we would with our own family, aiming to simplify our clients’ lives by acting as their advocate in all wealth matters, and being the primary contact they can reach out to when they have questions. With each of our team members’ knowledge and experience, we are able to provide objective advice and develop and implement customized solutions for the many different financial decisions our clients and their family members will face throughout a lifetime.

We feel that the best approach to the complexities in our world is a process that relies heavily on communication, simplicity and transparency, and sound advice from those who have faced and overcome those complexities before. We are The Seven Hills Group at Morgan Stanley.  Let us help you simplify the complex, and give you confidence in your future.

Services Include

  • Retirement Planning
  • Financial Planning
  • Wealth Management
  • 401(k) Rollovers
  • Estate Planning Strategies
  • Alternative Investments
  • Exchange Traded Funds
  • Lending Products
  • Life Insurance
  • Philanthropic Services
  • Structured Products

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

Meet The Seven Hills Group


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Ready to start a conversation? Contact The Seven Hills Group today.

Dow    -460.19


Nasdaq    -196.29


S&P 500    -54.17

Market Information Delayed 20 Minutes

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: 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

Awards Disclosures