Michele B. O'Connor - Morgan Stanley Financial Advisor - Boston, MA
Morgan Stanley
Michele B. O'Connor, CFP
Consulting Group
Senior Vice President
Financial Advisor
53 State St 39th Fl
Boston, MA 02109
tel: (617) 589-3297
toll-free: (800) 752-2678 
fax: (617) 227-9070

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Syracuse University Alumni Association
    Member
    Syracuse, NY
  • Suffolk University Alumni Association
    Member
    Boston, MA
  • Chi Omega Fraternity Alumni Association
    Member
    Syracuse, NY
  • Boston Stock Broker's Club
    Member
    Boston, MA
  • West Dennis Yacht Club
    Member
  • Hingham Mothers Club
    Executive Board Member - Publicity
Services
  • Wealth Management
  • Asset Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • 529 Plans
  • Qualified Plans
  • Business Planning
  • Cash Management
  • Fixed Income
  • Foreign Exchange
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
Education and Licensing
  • CERTIFIED FINANCIAL PLANNER Certification
  • Diploma in Financial Planning
    Boston University
    Boston, MA
  • Masters in Business Administration
    Suffolk University
    Boston, MA
  • Bachelor of Arts, Economics
    Syracuse University
    Syracuse, NY
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life and Health Insurance Licensed
Honors and Recognition
  • Chairman's Council
    Smith Barney, Inc.
  • Chairman's Council
    Legg Mason Wood Walker, Inc.
Business Experience
  • 2006 - Present: Morgan Stanley*

    Senior Vice President
    Portfolio Manager / Financial Advisor
    Boston, MA
  • 1992 - 2005: Legg Mason Wood Walker, Inc.

    First Vice President - Investments
    Retirement Plan Consultant
    Financial Advisor
    Boston, MA

Bulletin Board
Michele B. O'Connor holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, PA, RI, SC, TX, VA, VT; 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

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