Adam P. Leapley - Morgan Stanley Financial Advisor - Westport, CT
Morgan Stanley
Adam P. Leapley, CFP, CRPC, ChFC
Senior Vice President
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.

Services
  • Financial Planning
  • Wealth Management
  • 401k 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
  • Stock Option Plans
  • Life Insurance
  • Education Planning
  • Qualified Retirement Plans
  • Planning for Special Needs Individuals
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
  • 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" me.

  • Introducing two exceptional cards from Morgan Stanley with American Express.  To explore the suite of card membership privileges created exclusive for our clients and to apply directly, visit americanexpress.com/mscards.
Adam P. Leapley holds the following registrations:
Securities Agent: CA, CO, CT, DC, DE, FL, IL, MA, MD, 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: http://www.morganstanley.com/disclaimers/mssbemail.html. 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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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

Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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