James M. Patrick - Morgan Stanley Financial Advisor - Stamford, CT
Morgan Stanley
James M. Patrick
First Vice President
Financial Advisor
Financial Planning Specialist
4 Landmark Square 2nd Floor
Stamford, CT 06901
tel: (203) 326-6929
toll-free: (800) 233-2353 
fax: (203) 967-7006

Sharing What Matters Most

Reserved Living & Giving is a complimentary loyalty program for eligible and enrolled Morgan Stanley clients* designed to enhance your lifestyle and go beyond traditional wealth management services.  The program provides access to exclusive offers and discounts from luxury brands and curated content. 

Enjoy Reserved Living & Giving Partner Offers and Experiences

Enrolled Reserved clients and their families can take advantage of a wide range of discounts and offers such as preferred pricing on a selection of luxury vehicles, best-in-class providers of travel planning and hotels, boutique wine sourcing, hard-to-get tickets, art advisory, gifts, personal insurance, and health and wellness services You will find exciting offers from premium brands as well as select emerging brands we think you will enjoy.  Some of our exceptional partners include Mercedes-Benz, Lexus, Tourneau, Hotel Engine, Red Door Spa and Godiva.
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Explore Insights & Inspirations

The Insights and Inspiration section on Reserved Living & Giving contains exclusive insights from Morgan Stanley thought leaders and our distinguished Reserved partners with curated articles on topics such as family lifestyles, healthy aging, travel, and philanthropic inspiration. 
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Build a Legacy of Giving

Philanthropy is a key part of the Reserved experience. Morgan Stanley’s enduring philanthropic tradition is shared by many of our clients and their families. We celebrate our clients’ strong desire to make a difference in their communities by sharing inspirational stories and educational insights that help them give back.
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Reserved clients also get complimentary access to a Reserved Client Service Center representative available 24/7 and a comprehensive set of fees waived *.

Visit www.msreserved.com to experience Reserved Living & Giving. Contact me to learn more about the program and to enroll.

* To qualify for Reserved at no cost, a client’s household must have and maintain a minimum of $1 million in eligible assets and liabilities, or they must have paid at least $10,000 in managed fees or commissions. Qualification levels are subject to change.  Eligible clients can enroll on the Reserved Living & Giving website msreserved.com.

Participating Reserved Living & Giving partner offers are subject to change.

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