Thomas Adent II

Financial Advisor, Financial Planning Specialist

Contact Me
Thomas Adent II

MY MISSION STATEMENT

Excellence in family wealth planning for your family’s unique goals

My Story and Services

Story and Services

Focused on the Life You Envision

As your financial life becomes more complicated, having a customized strategy that maps out a clear path to your personal and financial goals can help simplify both your investment decisions and your life.  We at Morgan Stanley believe comprehensive wealth management goes far beyond managing an investment portfolio.  It also involves trust, empathy, careful listening and detailed insights into who you are and what you hope to accomplish with your wealth.

A Personalized, Strategic Approach to Wealth Management

Charting a clear, confident course to financial security begins with understanding your values, priorities, and aspirations, all in the context of you full financial picture.  Our personalized approach and disciplined consultation process centers around you and your family - where you are today and where you envision yourself in the future.  We work together with you to define what is most important to you and then develop the strategies that are best suited to your unique needs, whether you are accumulating wealth, protecting against risk, planning for retirement or creating your legacy. 
  

Services Include

  • Financial Planning
  • Sustainable Investing
  • Trust Accounts
  • Wealth Management
  • 401(k) Rollovers
  • Life Insurance
  • Retirement Planning

Securities Agent: AL, AZ, CA, CO, DC, FL, GA, HI, IN, KS, KY, LA, MD, MI, MO, MS, MT, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1312784


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

Experience

Experience

Concierge Service

For us, service means much more than providing sound investment advice and strategic guidance. We value our clients as part of our close-knit financial family, and we are proud to serve our clients as a resource, a sounding board or even a sympathetic ear. Understanding that investments are only one important piece of your overall wealth management strategy, we also serve as the primary coordinator and connector for all your wealth planning needs, from money management, retirement planning and estate planning to insurance, taxes and business succession planning.

With You for All of Life’s Milestones

We focus on developing cohesive, integrated wealth management plans that are carefully structured to navigate today’s markets and tomorrow’s uncertainties. And, as your life evolves, we will be with you every step of the way to celebrate your milestones and provide the perspective and guidance you expect from a trusted advisor. Our mission is simple – to help empower you to pursue your passions and enjoy the wealth you have worked so hard to achieve.

Family

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

Retirement

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

Philanthropy

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

Investing

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

  • Asset management
  • Traditional investments
  • Alternative Investments
  • 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 Thomas Adent II today.

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