Patrick Lebeau
Executive Director, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director, Workplace Advisor -Equity Compensation at Morgan Stanley Private Wealth Management
- Role
- Executive Director, Private Wealth Advisor at Morgan Stanley
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Patrick Lebeau
Preserve your values. Grow your wealth. Transfer with Intention. The Westminster…
Experience
Executive Director, Private Wealth Advisor
Feb 2022 — Present · Providence, RI, US
The Westminster Group is a new Morgan Stanley PWM practice located in Providence, RI. The group, the first MS PWM team of its kind in this region, focuses exclusively on the wealth management and private banking needs of ultra high net worth families across the United States. ©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: more information on the designation(s), go to https://advisor.morganstanley.com/patrick.t.lebeauNMLS#: 652712
Education
University of Massachusetts Amherst
Bachelor of Arts, Economics and Western Studies
College for Financial Planning
Certified Financial Planner Designee, advanced financial planning program
1995 — 1998
Babson F.W. Olin Graduate School of Business
Certficate Program, Advanced Leadership Development Program
2003 — 2004
Wharton Executive Education
Program Certficate, The Client Experience program sponsored by US Trust
2012 — 2012
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