Adam P. Leapley - Morgan Stanley Financial Advisor - Westport, CT
Morgan Stanley
Adam P. Leapley, CFP, CRPC, ChFC
Senior Vice President, Wealth Management
Financial Advisor
200 Nyala Farms Rd
Westport, CT 06880
tel: (203) 221-6001
toll-free: (800) 243-2557 
fax: (203) 454-5842

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

  • Financial Planning
  • Planning for Special Needs Individuals
  • Wealth Management
  • 401(k) Rollovers
  • Annuities
  • Alternative Investments
  • 529 Plans
  • Insurance Services
  • Long Term Care Insurance
  • Estate Planning
  • Executive Financial Services
  • Lending Services
  • Retirement Planning
  • Structured Products
  • Corporate Retirement Plans
  • Life Insurance
  • Education Planning
  • Qualified Retirement Plans
Education and Licensing
  • Certified Financial Planner®
  • Chartered Financial Consultant®
Business Experience
  • 2001 - 2011: JPMorgan/Chase Investment Services Corp.
    Senior Financial Advisor
  • 2011 - current: Morgan Stanley*
    Senior Vice President, Financial Advisor

Bulletin Board
  • See November On the Markets from the Global Investment Committee featuring

    • "Back on Track" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains that the equity markets are back on track for the kind of year he was expecting at the start of the 2015. While not spectacular, he says, the stock market’s 4% return for the year to date is more than respectable for the eighth year of the recovery since the Great Recession and the financial crisis.

    • "Passing Through an Inflection Point" A run of soft economic data has some investors nervous about a global recession. Chetan Ahya and Elga Bartsch, co-heads of Morgan Stanley Global Economics, write that while the global recovery is bumpy, brittle and below par, they don’t expect a recession.

    • "A Quest for Quality" While US stocks have largely recovered the ground lost in the August sell-off, don’t read it as an “all clear” signal, writes Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management. Going forward, investors will need a different strategy.

    Plus, look for more on equities and bonds, as well as a question-and-answer session with Afsaneh Beschloss, chief executive officer of The Rock Creek Group, hedge fund manager and former treasurer and chief investment officer of the World Bank.

  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend, or just have them Google search my name.

Adam P. Leapley holds the following registrations:
Securities Agent: CA, CO, CT, DC, DE, FL, IL, MA, MO, NC, NH, NJ, NM, NY, PA, SC, TN, VA; General Securities Representative; Investment Advisor Representative

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.
Awards Disclosures

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