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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

    Find a Financial Advisor

    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

    Legacy Planning Lending Solutions

    Long-term Healthcare

    Maintaining Cash Flow

    Next Generation Education

    Philanthropic Goals Retirement Planning Saving for College Succession Planning

    Traditional Investments

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    YOUR FINANCIAL WORLD. ON THE GO.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.

    How We Give Back

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    HOW WE GIVE BACK

    We Are Morgan Stanley | We Are Northern States | Dedicated to giving back to the communities where we live and work

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    HOW WE GIVE BACK

    We Are Morgan Stanley | We Are Northern States | Dedicated to giving back to the communities where we live and work

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    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.

    Access Morgan Stanley Online

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    ACCESS MORGAN STANLEY ONLINE

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.

    Reserved | Living & Giving

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    RESERVED | LIVING & GIVING

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.

    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

    Interested in a Career at Morgan Stanley?

    FINANCIAL ADVISORS

    Our Financial Advisor Associates are the lifeblood of the firm, and our experienced Financial Advisors are the beating heart. It's time to take your business to another level.

    EXPERIENCED PROFESSIONALS

    If you're ready to advance your career, team up with global thought leaders, and make a real difference in the world, then you're ready to work with Morgan Stanley.

    Learn More

    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

    Get directions, reviews and information for Morgan Stanley Financial Advisors in Portland, ME.

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