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.
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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.
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