Jason M. Traino, Senior Vice President, Financial Advisor, CFP, CLU, CRPS
Jason’s career in the financial services industry dates back to 1996 with Eaton Vance in Boston, one of the top investment management firms. Prior to joining Morgan Stanley* and its predecessors in October of 2008, Jason was a First Vice President and Financial Advisor with UBS Financial Services for 7 ½ years and Merrill Lynch in Andover for 3 years. While at UBS, Jason was recognized annually as one of the top financial advisors in the country for UBS. In addition, Jason has been recognized locally by Boston Magazine as a 2010, 2011 & 2012 Five Star Top Wealth Advisor in Boston.
Jason is a Certified Financial Planner, Chartered Life Underwriter (CLU), Chartered Retirement Plans SpecialistSM and received his Certificate in Financial Planning from Merrimack College. Jason focuses on providing comprehensive financial planning to corporate executives from private and public firms and also families located in New England and across the country. In addition, he focuses on working with private and public companies on their qualified plan needs.
Jason graduated magna cum laude from Springfield College, where he earned a BA in Business Administration with a Concentration in Economics. Jason is a member of the Merrimack Valley Venture Forum and the Wakefield Toastmasters Chapter. In addition, he coaches other Financial Advisors on how to run a successful Wealth Management practice within Morgan Stanley*. Jason resides in North Reading, MA, and enjoys spending his leisure time with family and friends, exercising daily, and traveling.
Gregg E. Bonheur, First Vice President, Financial Advisor, CFP, CLU, CRPS
Gregg’s career in the financial services industry extends back to 1990 after graduating Cum Laude from the University of Massachusetts with majors’ in both Finance and Accounting. Prior to joining the predecessor firm of Morgan Stanley* in October of 2008, Gregg was a Vice President at UBS Financial Services for 7 ½ years. Gregg was Assistant Vice President and Senior Financial Consultant with Merrill Lynch for 7 years prior to his tenure at UBS. He earned his Certified Financial Planner designation in 1994 after receiving his Certificate in Financial Planning from Merrimack College. Gregg holds his securities license FINRA Series 7, 31, 63 and 65.
Gregg served an honorable 5 year tour in the United States Marine Corps before entering college on a golf scholarship. He was an All American Scholar and voted into the Hall of Fame at the University of Massachusetts for golf in 1997. Gregg has previously taught investments at Merrimack College as an adjunct professor. He is an active volunteer with the American Red Cross and a member of the Merrimack Valley Venture Capital Forum. Originally from California, Gregg currently resides in Lowell Massachusetts on the Merrimack River with his wife MaryBeth.
Michael G. Scott, First Vice President, Financial Advisor, CFP, CLU, CRPS
Michael Graduated from Merrimack College in 1993 with a Bachelor’s Degree in Finance and Business Management. He has since earned his Certified Financial Planner™ designation, Chartered Life Underwriter designation as well as being a Chartered Retirement Plan SpecialistSM. In addition, he holds his FINRA Series 7, 31, 63 and 65 licenses.
Michael has been in the financial services industry since 1993 where he began his career at Merrill Lynch. He eventually became an Assistant Vice President and Senior Financial Consultant with Merrill Lynch. In February of 2001 he began working for UBS Financial Services where he and his team continued to build their wealth management practice for over 7 years. In October of 2008 Michael and his team began working with the predecessor firm of Morgan Stanley* as a First Vice President.
Michael is actively involved in one of Merrimack College’s scholarship foundations. He works with students for the school’s internship program for the Finance and Accounting department. He is also a member of the Merrimack Valley Venture Capital Forum. He currently resides in Methuen Massachusetts with his wife Jenn and three children: Kyra, Colby, and Kendra.
Colin Gallagher, Financial Advisor, CFP
Colin graduated from Indiana University’s Kelley School of Business in 2008 with a Bachelor’s Degree in Computer Information Systems and Business Process Management. During his studies, Colin spent six months enrolled at City University of Hong Kong where he earned a certificate in Finance & Economics studying the Asian financial markets. While in school, he was actively involved as a teaching assistant for undergraduate business classes and with the office of overseas study to educate prospective students on the program.
Colin began his career in the financial services industry in 2009 with Morgan Stanley* as a Financial Advisor responsible for business development and client acquisition. Prior to joining the firm, Colin held the position of Risk/IT Consultant with Crowe Horwath LLP in Indianapolis, Indiana. Colin currently holds his FINRA Series 7, 31 and 66 and obtained the Certified Financial Planner designation in August of 2012
Colin currently resides in Boston’s North End neighborhood where he lives with his girlfriend Stephanie. In his free time he enjoys attending events in the Boston sports scene as well as snowboarding and golfing. Colin is also an avid world traveler, having visited over 15 countries on 4 continents.
Michele Vincent, Registered Associate
Michele started her career in the financial services industry with Advest, Inc. in 1982. After 15 years with Wachovia Securities she joined the predecessor firm of Morgan Stanley* in 2006. While at Wachovia she held the title of Vice President and Complex Operations Manager. Her licenses include FINRA Series 3, 7, 63 and 65. As a veteran in the industry, she focuses on client service and client communication for our group.
Her hobbies include spending time with her husband Denis and their two daughters, Olivia and Victoria. When she is not at one of her daughter’s sports events, she can be found kayaking, camping, or gardening.
Maura Lewis, Registered Associate
Maura started her career in the financial services industry with PaineWebber in 1991. She spent her first 4 years as a Registered Sales Associate and 12 years as the operations manager in the Peabody branch, where she worked during the eventual merger of PaineWebber with UBS in 2001. Maura joined the predecessor firm of Morgan Stanley* in February 2009. Her licenses include FINRA Series 7 and 63. Maura, like Michele, focuses on client service and communications for our group’s valued clients.
Her hobbies include skiing and exercising, and she is passionate about all levels of sports. Maura lives with her husband Barry, and two daughters Meagan and Nicole in Beverly, MA.
Source: Crescendo Business Services' “FIVE STAR Wealth ManagerSM Award Program” February 2011. Crescendo Business Services contracts a third party research firm, QMI Research, to conduct the FIVE STAR Wealth Manager research methodology using objective market research methods. In each geographic market the Program is conducted, QMI Research administers a survey, by mail and phone, to approximately 1 in 4 high-net-worth households and all identified FINRA registered representatives. Respondents are asked to name and evaluate up to three wealth managers. Each client respondent is asked to evaluate only wealth managers whom they have worked with and each peer respondent is asked to evaluate only wealth managers whom they know through personal experience. Client respondents evaluate wealth managers on nine criteria: (i) customer service, (ii) integrity, (iii) knowledge/expertise, (iv) communication, (v) value for fee charged, (vi) whether the wealth manager meets client financial objectives, (vii) post sale service, (viii) quality of recommendations and (ix) overall satisfaction. Peer respondents evaluate wealth managers based on three criteria: (i) integrity, (ii) knowledge/experience, (iii) overall reputation. Those wealth managers with an Overall Score equal to or greater than the Cutoff Score are included on the qualifying FIVE STAR Wealth Manager list. For more information on the rating methodology, go to http://www.fivestarprofessional.com.
• The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Best in Client Satisfaction Wealth Managers.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
• The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Crescendo or [insert magazine].
• The rating is not indicative of the Financial Advisor's future performance.
Source: Crescendo Business Services' FIVE STAR Wealth ManagerSM Overall Satisfaction Award, February, 2010 , 15,000 to 250,000 consumers most likely to use the services of a financial services representative (identified by Crescendo) and 1,500 to 30,000 financial service professionals (identified by Crescendo) are asked to name and evaluate up to three financial advisors. The number of individuals in the sample varies based on the size of the local market. In addition to the survey results, other evaluation criteria, such as a minimum of five years' financial services experience, acceptable compliance records, and evaluation results by a panel of local industry experts are incorporated into the overall evaluation process. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in overall satisfaction. For more information on the research methodology, go to http://www.fivestarprofessional.com/wmresearch.
The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Best in Client Satisfaction Wealth Managers.
The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Crescendo or [insert magazine].
The rating is not indicative of the Financial Advisor's future performance.