Trevor Byrne

Top Wealth + Best-in-State · rank 2 · Boston, Massachusetts · listed firm: Morgan Stanley Wealth Management

Logo asset (hotlink-protected, view at source): https://advisor.morganstanley.com/byrne-wealth-management-group/permanent-b0b701/assets/images/logo.85739d37.svg

Identity & firm

• Firm — Morgan Stanley Wealth Management (high)
  • “{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "2/19/2010", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68” — sec_finra_regulatory
  • “Trevor is a Family Wealth Director for Morgan Stanley in Boston, a title held by less than 2% of all Financial Advisor at the Firm, and is uniquely qualified to help clients navigate investment, estate planning, and tax ” — firm_official
• Parent company — Morgan Stanley (high)
  • “Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.” — firm_official
• Firm type — wirehouse (high)
  • “Securities Agent: MA, ME, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, MD, KY, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA; General Securities Representative; Investment Advi” — firm_official
  • “{"basicInformation": {"individualId": 5748942, "firstName": "TREVOR", "middleName": "DESSERT", "lastName": "BYRNE", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "2/18/2010"}” — sec_finra_regulatory
• Team name — Byrne Wealth Management Group (high)
  • “At the Byrne Wealth Management Group, we believe that people should enjoy their wealth, not spend their time worrying about it.” — firm_official
  • “Trevor founded The Byrne Wealth Management Group to deliver comprehensive wealth advisory services to successful individuals, families, and entrepreneurs.” — firm_official
• Team size — gap: not_found_after_search
• CRD — 5748942 (high)
  • “{"basicInformation": {"individualId": 5748942, "firstName": "TREVOR", "middleName": "DESSERT", "lastName": "BYRNE", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "2/18/2010"}” — sec_finra_regulatory
• Years experience — 16 (high)
  • “"daysInIndustryCalculatedDate": "2/18/2010"” — sec_finra_regulatory
• Designations — CFP (high)
  • “Trevor is distinguished as a Certified Financial Planner™ and was selected by the President of Morgan Stanley to participate in the Institute of Family Wealth Management, a nomination received by less than 4% of the Advi” — firm_official

Book of business

• Team AUM ($M) — 1800 (high)
  • “Team Assets Under Management: $1.8 billion (custodied)” — forbes_shook
• Account minimum ($M) — 1 (high)
  • “Minimum Account Size: $1 million for new business” — forbes_shook
• Typical client net worth ($M) — 20.5 (high)
  • “- Net worth of relationships: $6-35 million” — forbes_shook
• Client niche — successful individuals, families and entrepreneurs seeking generational wealth transfer, business growth or philanthropy (high)
  • “Trevor founded The Byrne Wealth Management Group to deliver comprehensive wealth advisory services to successful individuals, families, and entrepreneurs. People who choose to work with us want to have a meaningful impac” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Adviso” — firm_official
  • “"currentEmployments": [{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N"” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisor.morganstanley.com/byrne-wealth-management-group (high)
  • “Title: Byrne Wealth Management Group | Boston, MA | Morgan Stanley Wealth Management” — firm_official
• Value proposition (verbatim) — At the Byrne Wealth Management Group, we believe that people should enjoy their wealth, not spend their time worrying about it. We operate in a world where accumulated wealth affords us the ability to live meaningful lives doing what is most important: spending time with family, running a business or building a company, making a difference in our community. (high)
  • “At the Byrne Wealth Management Group, we believe that people should enjoy their wealth, not spend their time worrying about it. We operate in a world where accumulated wealth affords us the ability to live meaningful liv” — firm_official
• Differentiators — Family Wealth Director — title held by less than 2% of Morgan Stanley advisors, Selected by the President of Morgan Stanley for the Institute of Family Wealth Management (<4% of advisors), Frames the core client problem as 'friction': poor tax and estate planning, investor psychology, high investment costs, Coordinates with clients' other trusted advisors including attorneys and CPAs, Simplicity thesis — 'the most sophisticated plan is often a simple one' (high)
  • “He views the greatest barrier for many investors to be friction: poor tax and estate planning, investor psychology, and high investment costs. He and his team work with clients to mitigate and overcome these challenges. ” — firm_official
  • “Trevor is a Family Wealth Director for Morgan Stanley in Boston, a title held by less than 2% of all Financial Advisor at the Firm, and is uniquely qualified to help clients navigate investment, estate planning, and tax ” — firm_official
• Content marketing — none (medium)
  • “Here at Morgan Stanley, we strive to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our ” — firm_official
• Has podcast — no (medium)
  • “With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest” — firm_official
• Books published — 0 (medium)
  • “Before being recruited to join Morgan Stanley*, Trevor was an associate at a private equity firm. Additionally, he managed a grant program on behalf of USAID, providing technical assistance and financial guidance to ente” — firm_official
• Linkedin url — https://www.linkedin.com/in/trevordbyrne/ (medium)
  • “Trevor Byrne, CFP - Financial Advisor at Morgan Stanley” — social_or_third_party_db
• Social presence — linkedin_active (low)
  • “Trevor Byrne, CFP® on LinkedIn: Byrne Wealth Management Group | Boston, MA | Morgan Stanley Wealth…” — social_or_third_party_db
• Press awards — gap: not_found_after_search

Visual brand

• Has distinct logo — no (high)
  • “” — firm_official
• Logo url — https://advisor.morganstanley.com/byrne-wealth-management-group/permanent-b0b701/assets/images/logo.85739d37.svg (high)
  • “” — firm_official
• Visual brand notes — No team brand — standard Morgan Stanley corporate template: navy and white, corporate sans-serif, stock lifestyle and abstract finance photography, award-badge icon tiles for Forbes rankings. (high)
  • “

Forbes Best In State Wealth Management Teams 2024-2026” — firm_official

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