Crpc Kevin Queally Email & Phone Number | Over the course of a 30 year career helping people manage their wealth, I have come to believe that all success comes down to managing risk. Risk is a broad concept that encompasses more than just preserving a client's assets from loss - a deeper, more nuanced definition of risk includes other factors. For example, opportunity risk; the possibility that you might miss a chance to realize substantial gains, due to inactivity, poor advice or some other factor. Longevity risk - the possibility that you might outlive your wealth. Interest rate risk - by preserving your principle, are you settling for a return that might not be competitive in the future. Risk can mean a dozen things. Sometimes, following the traditional "safe" investments might actually be more risky than pursuing a carefully constructed investment plan designed to reach your financial goals while managing volatility. I enjoy working with my clients to help them articulate and pursue their goals using all the tools I have available to me. I am a Family Wealth Director, a certification earned by fewer than 5% of all Morgan Stanley advisors as of September 2020, demonstrating my knowledge across a wide variety of wealth management issues, and granting me access to services not available to all advisors. I am also a CHARTERED RETIREMENT PLANNING COUNSELOR℠ and a non-practicing Certified Public Accountant (CPA). Most recently, I have received a designation of National Football League Players Association - Registered Institutional Player Financial Advisor.

Crpc Kevin Queally

Over the course of a 30 year career helping people manage their wealth, I have come to believe that...
Greater Boston, Greater Boston, United States

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Crpc Kevin Queally’s Email kevin.queally@morganstanley.com

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Crpc Kevin Queally’s Location Greater Boston, Greater Boston, United States

Crpc Kevin Queally’s Current Industry Morgan Stanley

Crpc Kevin Queally’s Prior Industry Merrill Lynch | Ey

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Work Experience

Morgan Stanley

Family Wealth Director,Executive Director,Wealth Advisor

2008-11-01 00:00:00 - Present

Merrill Lynch

Senior Vice President, Financial Advisor

1986-09-01 00:00:00 - 2008-11-01 00:00:00

Ey

Manager

1983-08-01 00:00:00 - 1986-09-01 00:00:00

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FAQ About Crpc Kevin Queally

Crpc Kevin Queally is located at
Greater Boston, Greater Boston, United States

Crpc Kevin Queally is a Over the course of a 30 year career helping people manage their wealth, I have come to believe that all success comes down to managing risk. Risk is a broad concept that encompasses more than just preserving a client's assets from loss - a deeper, more nuanced definition of risk includes other factors. For example, opportunity risk; the possibility that you might miss a chance to realize substantial gains, due to inactivity, poor advice or some other factor. Longevity risk - the possibility that you might outlive your wealth. Interest rate risk - by preserving your principle, are you settling for a return that might not be competitive in the future. Risk can mean a dozen things. Sometimes, following the traditional "safe" investments might actually be more risky than pursuing a carefully constructed investment plan designed to reach your financial goals while managing volatility. I enjoy working with my clients to help them articulate and pursue their goals using all the tools I have available to me. I am a Family Wealth Director, a certification earned by fewer than 5% of all Morgan Stanley advisors as of September 2020, demonstrating my knowledge across a wide variety of wealth management issues, and granting me access to services not available to all advisors. I am also a CHARTERED RETIREMENT PLANNING COUNSELOR℠ and a non-practicing Certified Public Accountant (CPA). Most recently, I have received a designation of National Football League Players Association - Registered Institutional Player Financial Advisor.