Boston - Morgan Stanley - Boston, MA
Morgan Stanley
Boston
125 High Street, 24th Floor
Boston, MA 02110

Branch(617) 478-6400
Fax(617) 478-6575
Toll-free(800) 829-9199

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Welcome to the Morgan Stanley Boston Branch
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Welcome to the Morgan Stanley Boston Complex. When I was offered the opportunity to manage this office in 2006, I immediately recognized the extraordinary level of talent, commitment to excellence and professionalism that permeated the floors of this office. My goal has been to further develop the performance culture while placing an emphasis on the importance of collaboration. I believe we learn a lot from each other, and benefit from those who have walked the road before us.

The Boston Complex has continued to develop into one of the largest and most successful branches at Morgan Stanley. Every day our management team strives to offer our Financial Advisors new ideas, support and leadership to help them succeed. We work closely with our Advisors on Business Planning, Marketing & Performance Efficiencies – we believe there is value in providing a variety of ideas and support.

Our Complex has many of the top advisors at Morgan Stanley and in the City of Boston. The strength of our office is rooted in the experience and competency of our people. If you have a client with a need outside of your expertise, it’s easy to find the guidance and support to solve that client need. The breadth and depth of the Morgan Stanley Wealth Management platform is a competitive advantage for our advisors and our culture of excellence leads to a enhance experience for our clients.

If you choose to join us, you will work with a supportive, thoughtful and driven group of highly experienced professionals – a team that can help take your business to a new level. You’ll get the help you need and the freedom to succeed on your own.

“If you think you can, if you think you can’t, you’re right.” Henry Ford

Jeff Swartz
Managing Director
Complex Manager


Advisor and Manager Testimonials, “In our words”






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