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.

Services
  • 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 Strategies
  • Executive Financial Services
  • Access to 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 February On the Markets from the Global Investment Committee featuring

    A Rough Start” The financial markets just completed one of the worst Januarys on record. Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, believes the volatility could continue into the spring. The upside is likely to be limited, but with some tactical trading opportunities.

    “The Four D’s of Recession” Ellen Zentner, chief US economist for Morgan Stanley & Co, watches deceleration, diffusion, depth and duration—the “four D’s”—to determine if a recession is in the works. For now, she gives it a 20% probability.

    “Favor Quality Growth Stocks With Catalysts” In the year ahead, owning quality growth stocks may not be enough, writes Dan Skelly, senior equity strategist for Morgan Stanley Wealth Management. He says companies need to have a catalyst such as a sustainable technology trend or political and/or athletic events to help them realize their potential.

    Plus, look for more on economics, bonds and alternative investments.

  • 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, TX, 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. 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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