Patrick Morrow - Morgan Stanley Financial Advisor - Westport, CT
Morgan Stanley
Patrick Morrow, CDFA, CRPS
Vice President
Financial Advisor
Family Wealth Advisor
200 Nyala Farms Road
Westport, CT 06880
tel: (203) 221-6063
toll-free: (800) 243-2557 
fax: (203) 724-2026

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Associations
  • Cultural Alliance of Fairfield County
    Board Member
    Fairfield, CT
  • New York City Center
    Junior Board Member
    New York, New York
  • Dramatist's Guild Fund
    Board Member
    New York, NY
  • Young Benefactors of Americans for the Arts
    Co-Founder
    President of the Board
    New York, NY
Services
  • Retirement Planning
  • Family Consulting
  • Art Advisory
  • Philanthropic Services
  • Estate Planning Strategies
  • Wealth Management
  • Endowments and Foundations
  • Cash Management
  • Insurance Services
  • Long Term Care Insurance
  • 401(k) Rollovers
  • LGBT Planning Services
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Business Succession Planning
  • Defined Contribution Plans
  • Financial Planning
  • Life Insurance
  • Planning for Special Needs Individuals
  • Qualified Retirement Plans
Education and Licensing
  • Bachelor Degree, 2004
    Fairfield University
    Fairfield, CT
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Annuity, Long Term Care & Health Insurance Licensed
Business Experience
  • 2009 - Present: Morgan Stanley*

    Financial Advisor, CRPS, CDFA
    Westport, CT
  • 2004 - 2009: Merrill Lynch

    Financial Advisor, CFM, CSNA
    Fairfield, CT

Bulletin Board
  • 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.

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

    “What’s Holding It Up?”  A chair or table with four sturdy legs can be remarkably strong and hold much more than its weight. Same thing for the stock market, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Those who ignore the market’s legs are likely to be too bearish and conservative in their positioning.

    “The Big Debates of 2017”  In this roundup, Morgan Stanley & Co. strategists and analysts offer out-of-consensus views on such major questions as trade policy, drug pricing and whether Japan will be the world’s best stock market this year.

    “The Case for Active Management”  Since the financial crisis, passive investment strategies have outperformed active managers. Lisa Shalett, who heads investment and portfolio strategies for Morgan Stanley Wealth Management, thinks the investment environment has changed in a way that will allow active managers to outperform.

    • Plus, look for more on economics, equities, bonds and a Q&A with Bill Nolin of Aligned Investors, who discusses how he finds companies where management incentives are aligned with investor interests. 

  • Do you want to support a particular passion, transfer a family business, or help your children learn about investing & social responsibility? Whatever matters most to you, together, we can meet with one of our Wealth Planning Center specialists to help. To find out more, call or email.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Patrick Morrow holds the following registrations:
Securities Agent: AR, CA, CO, CT, FL, GA, HI, IN, MA, MD, NC, NJ, NY, SC, VA, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1321601

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.
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*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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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