morgan stanley 100 middle street 3rd fl portland us
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Morgan Stanley Portland Branch
Morgan Stanley Portland Branch Financial Advisors can help you achieve your financial goals.
Brokerage/Banking Holiday Market Hours: For Juneteenth National Independence Day The Branch Will Be Closed On Monday June 20th, 2022
MORGAN STANLEY
Portland Branch Office
You define success, we help you achieve it
100 Middle St 3rd Fl Portland, ME 04101 Get Directions
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Branch: (207) 771-0800 Toll-Free: (800) 442-6722
Branch Manager
Frederick Caswell Phone: (207) 771-0805
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About
Morgan Stanley Portland Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
Services Provided
Alternative Investments
Business Strategies
Cash Management Solutions
Family Mission Statements
Family Wealth Summary
Home Loan Solutions Insurance Services
Investing with Impact
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Long-term Healthcare
Maintaining Cash Flow
Next Generation Education
Philanthropic Goals Retirement Planning Saving for College Succession Planning
Traditional Investments
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Our Team at Morgan Stanley Portland Branch
@[email protected]#=img=# Frederick Caswell
Executive Director, Branch Manager
Email Frederick Caswell
Phone: (207) 771-0805 @[email protected]#=img=# Joyce A. Pike
First Vice President, Complex Risk Officer
@[email protected]#=img=# Eric J. Worthen
Vice President, Business Service Officer
@[email protected]#=img=# Alisa Sprowl
Branch Administrator
Email Alisa Sprowl Phone: (207) 771-0814
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BRANCH ADDRESS
100 Middle St 3rd Fl Portland, ME 04101 Get Directions
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Branch: (207) 771-0800 Toll-Free: (800) 442-6722 Fax: (207) 771-0870
DETAILS
Made in Maine
In August 1935, a train raced north through the hot New England night, bound for Maine. Onboard were four distinguished partners of the Morgan Bank: George P. Whitney, Russell Leffingwell, S. Parker Gilbert, Sr. and Harold Stanley. With them was their lawyer, Lansing Reed. Each carried a memorandum titled “Proposed Organization XYZ Corporation.”
A car met their train in Rockland and drove them to a dock on Penobscot Bay, where they boarded a handsome 75-foot launch of senior Morgan partner Thomas Lamont. It ferried them to his house on North Haven Island, where they were to hold a secret summit.
At Sky Farm, a large yellow clapboard house overlooking the bay, the men sat in heavy Adirondack chairs on the 100-foot-long porch – not to admire the view, but to talk intensely. To pursue the securities business, some would have to leave J.P. Morgan & Co. (capital $340 million) to start an investment bank capitalized at just $7.5 million. There were a host of details to work out.
Who would lead this new entity? Late in the afternoon, one of the Morgan partners remarked, “Harold has been sitting quietly over there at the side of the room. He is my candidate for president.”
Source : advisor.morganstanley.com
Morgan Stanley Financial Advisors 100 Middle St 3rd Fl Portland, ME Investments
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