The Kelliher Corbett Group - Morgan Stanley Team - Norwell, MA
Morgan Stanley
The Kelliher Corbett Group
at Morgan Stanley
600 Longwater Drive
Norwell, MA 02061
tel: (781) 681-4949
toll-free: (877) 535-4437 
fax: (781) 681-4950
Welcome


It is our primary responsibility to act as a client advocate, Portfolio Manager, and Financial Advisor.  Since 1992, The Kelliher Corbett Group at Morgan Stanley has been a trusted advisor for individuals, families, businesses and institutions. Providing clients with the scope, scale and oversight of a global financial services firm coupled with the independence, objectivity and service capabilities of a boutique advisory and consulting group.

 

Core Values & Beliefs 

Client Advocate|Conservative Philosophy|Investment Excellence|Custom Approach 

Core Services

• Discretionary Investment Management
• Retirement Plan Consulting & Advisory

• Institutional Consulting & Advisory
• Financial Planning


  

The Kelliher Corbett Group Advantage

 Depth & Breadth

As of 1/31/17, we consult nationally to approximately $3.2 Billion in assets and are backed by the global resources and strength of Morgan Stanley with over $2.2 Trillion in assets under management ¹

 Independent & Objective Stewards

Our core purpose is to earn the trust of our clients’ and provide prudent stewardship of their assets.

 Recognized

• 12-times, named one of the nation’s Top 100 Retirement Plan Advisory Teams by planadvisor Magazine (2004-14, 2016)
• 4-times, Stephen Kelliher named one of America’s Top 1200 Financial Advisors by Barron’s Magazine (2014-17) 

 Experience that Makes a Difference

• 14-member investment practice with more than 200 years of collective experience²
• Over 100 institutional & Corporate Clients
• Serving approximately 30,000 Retirement Plan Participants¹



Disclosures:
 
¹ Unaudited as of 3/31/17
² Stephen Kelliher (25 years) Jack Corbett (26 years) Joseph McLaughlin (22 years) Bennett White (24 years) Bruce Henderson (28 years) Gregory Bryant (20 years) Ryan McDonough (12 years) Alan Kantapin (10 years) Matthew Caldwell (7 years) Alicia O’Connell (16 years) Denise Comeau (5 years), Mike Mottau (4 Years), TJ White (2 Years)
 
Portfolio management, trust planning, estate planning, income tax planning, philanthropy, rebalancing, liquidity event, spending analysis, college savings, insurance assessment, 401(k) , 403(b), SEP, SIMPLE IRA, 3(38), 3(21), non-qualified plan, qualified plan, banks & credit unions, corporate defined benefit plans, public funds, SIMPLE IRA, self-employed 401(k), investment-only, COLA limits, highly compensated employees, deferral rates, plan benchmarking, discrimination testing, fiduciary services, trustee training, board management, investment policy statement IPS, spending policy statement SPS, sustainability and impact investing
 
 


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

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