Morgan Stanley Private Wealth Management


Rebecca Lilly Brooks

Private Wealth Advisor

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Rebecca Lilly Brooks

A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.

Welcome

Rebecca Lilly Brooks

A Private Wealth Advisor at Morgan Stanley, Becky works with affluent individuals to develop and implement investment management strategies to help achieve their long term goals in coordination / collaboration with their values, business concerns, philanthropy and outside advisors.

Becky has a background in high net worth client investment management derived from experiences in the art market at Sotheby’s as well as investment analysis from being a management consult for corporate executives and a director of PR & advertising for a global private family-owned company. She received an MBA from the Yale School of Management and her undergraduate degree is from Tufts University with majors in Economics & Art History.

During a voluntary career break, Becky founded a non-profit, served as a board member for a local private school, coached a competitive youth sports team, competed in triathlons and open-water swims as well as volunteered extensively in her community. Becky returned to work through the Goldman Sachs ‘Returnship’ program in January 2014.

Becky particularly enjoys working with high net worth women and families as well as developing areas of concentration in sustainable investing, family wealth planning and multigenerational wealth dynamics including financial tutoring which all promote thoughtful financial management.

Education & Organizations:
• MBA, Yale School of Management, 1998
• BA, Economics & Art History, Tufts University, 1992

• Board of Visitors, IUPUI Lilly Family School of Philanthropy, Indianapolis, IN
• Board Member, Heritage Museum & Gardens, Sandwich, MA
• Board Member, Yale School of Management Alumni Association, NYC Chapter
• Board Member, The Rye Arts Center, Rye NY

Securities Agent: AZ, CA, CO, CT, DC, DE, FL, IN, LA, MA, MD, MI, MN, NC, ND, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1487173


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Capabilities

  • Investment Management
  • Sustainable & Responsible Investing
  • Manager Selection
  • Family Governance & Wealth Education
  • Philanthropy Management
  • Proprietary Investment Opportunities
  • Consolidated Reporting
  • Pre-Liquidity Planning
  • 10b5-(1) Programs

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control 

Private Wealth Management Highlights
  • Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Approach

Approach

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Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

Location

  • 1585 Broadway
  • 22nd Floor
  • New York, NY 10036


    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Private Banking Solutions
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services

    Insights and Outcomes

    Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

    Ready to start a conversation? Contact Rebecca Lilly Brooks today.

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