The BHR Group - Morgan Stanley Team - Hartford, CT
Morgan Stanley
The BHR Group
at Morgan Stanley
Corporate Client Group
One City Place
21st Floor
Hartford, CT 06103
tel: (860) 275-0771
toll-free: (800) 248-4499 
fax: (860) 275-0793

Back row: From left to right, Randy S. Holmeen, Timothy D. Broderick, Peter N. Junggren Jr.
Front row:  From left to right, Kevin O'Shea, Lisa Capobianco

Welcome


Based in Hartford, Connecticut, The BHR Group at Morgan Stanley* is a comprehensive wealth management team known for its in-depth knowledge of corporate stock plans.

For our corporate clients
The management and design of corporate stock plans is considered a specialty focus within the financial services field, practiced by relatively few advisors. Among the many thousands of experienced financial professionals who represent Morgan Stanley* throughout the country, we are proud to count ourselves among a very small group of advisors who offer experience and guidance in this area.

Learn more about our corporate stock plan services

For individuals and families
As wealth managers we address the comprehensive personal wealth management of current and former corporate executives within the businesses we serve. We look forward to working with you to preserve and grow your wealth. Through regular reviews and proactive maintenance we will help you adapt your financial plan to the changes in your life, as well as to changes in the world around us.

Learn more about our comprehensive wealth management services

 




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

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
Awards Disclosures

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