Tammy L. M. Weston
CERTIFIED FINANCIAL PLANNER™ Financial Advisor at Morgan Stanley, \"Delivering customized wealth management solutions to grow, protect and transfer generational wealth for ultra-high-net worth individuals & families\"
- Role
- Financial Advisor, Vice President, Portfolio Management Director, Cfp at Morgan Stanley
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
About Tammy L. M. Weston
Tammy L.M. Weston, CFP®, Vice President, Financial Advisor is a partner with The Prichard Weston Group at Morgan Stanley Wealth Management. Tammy and her team are dedicated to serving ultra-high net worth individuals & families with discretion, integrity and a deep understanding of complex financial strategies. Their comprehensive wealth management process empowers their clients to achieve their legacy, philanthropic & lifestyle goals. Tammy\'s clients are most interested in: • Wealth preservation strategies • Tax management strategies • Taking care of their loved ones/heirs • Preserving their assets • Charitable planning strategies • Family Office Resources Tammy has been providing wealth management consulting services to the private client market for over 20 years. The Prichard Weston Group oversees over $425 million* in assets. The team uses a wealth management process which is built on a proprietary formula of Wealth Management = Investment Consulting + Advanced Planning + Relationship Management. This consultative approach allows her team to gain a detailed understanding of their clients’ deepest values and goals. The team customizes recommendations based on each client’s unique needs and goals; the advice seeks to reach beyond simply investments. Successful individuals, couples, and families work with Tammy to: •Develop and implement a comprehensive wealth management plan to help them explore the future possibilities and redefine their future in a way that seeks true fulfillment in their lives. •Help make informed decisions in today\'s uncertain political, economic and social environment. •Obtain an independent second opinion.*As of Dec 2024
Experience
Financial Advisor, Vice President, Portfolio Management Director, Cfp
Aug 2016 — Present · Portland, ME, US
2025 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-prichard-weston-group. The information or content is for US residents only and subject to the following disclosures: 18•••65
Education
Thomas College
B.S.
1990 — 1994
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™
College for Financial Planning
Master of Science (MS)
Skills
- Wealth Management
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