John F. Habig - Morgan Stanley Financial Advisor - Portsmouth, NH
Morgan Stanley
John F. Habig
Executive Director, Wealth Management
Financial Advisor
One Harbour Place, Suite 125
Portsmouth, NH 03801
tel: (603) 422-8901
toll-free: (800) 961-4956 
fax: (603) 422-8986

"Recognized for a fifth year in a row in Barron's List of America's Top 1000 Advisors"

I have been fortunate over the years to have the opportunity to work with many valued clients and help them grow, protect and pass on their wealth.

In a recent publication of Barron’s, I was included in the 2014 Top 1,200 Advisors in a state-by-state ranking for the fifth consecutive year. This list recognizes Financial Advisors for their professionalism, skill and dedication to their clients; something I have been doing for over 29 years.

In an effort to help ensure that you are receiving the best possible service, I need to know what matters most to you.  Having wealth can create complex needs, which is why this website you are now reading may be a valuable resource to you.  This site is updated weekly to inform you about significant topics in wealth planning and today’s market, and can serve as a starting point for our discussions about what is most important to you.

I look forward to speaking with you about any questions you may have and about how I can help you with any aspirations or plans in the making.

Claudia, Chris and I appreciate your continued confidence and support and look forward to a long and successful relationship with you.


Source: Barron's “Top 1,200 Advisors,” February 22, 2014, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Neither Morgan Stanley* LLC nor its Financial Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC. Member SIPC

Associations
  • Seacoast United Way
    Previous Chairman
  • Alexis de Tocqueville Society
  • Seacoast American Red Cross
    Previous Director
  • Families First of the Seacoast
    Sponsor
  • Coastal Conservation Association
    Director
Services
  • Wealth Management
  • Estate Planning
  • Financial Planning
  • Asset Management
  • 401(k) Rollovers
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Corporate Cash Management
  • Corporations
  • Endowments and Foundations
  • Exchange Traded Funds
  • Family Consulting
  • Fixed Income
  • Municipal Bonds
  • Philanthropic Services
  • Retirement Planning
Education and Licensing
  • B.B.A.
    St. Bonaventure University
    Olean, NY
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 3 - National Commodity Futures
  • Series 8 - General Securities Sales Supervisor
  • Insurance Licensed
  • Annuity Licensed
Honors and Recognition
  • Barron's "Top 1,200 Financial Advisors" February 22, 2014 for the fifth consecutive year
  • Presidents Council - Morgan Stanley
  • Directors Council - Smith Barney
  • Pinnacle Group Top 2% Financial Advisors at Morgan Stanley Smith Barney Advisors in the United States
  • Mutual Fund Advisory Board - Smith Barney
Business Experience
  • 1985 - Present: Morgan Stanley *

    Senior Vice President
    Financial Advisor
    Senior Portfolio Manager
    Portsmouth, NH

Bulletin Board
  • The finest compliment we can receive is a referral from our friends and clients.

  • You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

  • See December On the Markets from the Global Investment Committee featuring

    • "Keep Those Emotions in Check" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, notes that the greatest determinant of investment success may be one’s ability to control his or emotions and not overreact on the downside—or the upside.

    • "Lower Your Sights" The 10-year outlook from Morgan Stanley & Co. strategists calls for lower stock and bond returns. They also anticipate lower inflation in which case real returns should not go down as much as nominal returns.

    • "Gold and Inflation—It’s Complicated" Of course, gold has a link to inflation, but growth in money supply and nominal GDP count, too.

    • Plus, look for more on global equities and fixed income investments.

John F. Habig holds the following registrations:
BM/Supervisor; Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MT, NC, NH, NJ, NY, OK, OR, PA, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

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

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