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The Downeast Group at Morgan Stanley
100 Middle St.
Portland, ME 04101
+1-207-771-0800
advisor.morganstanley.com/the-downeast-group
The Downeast Group at Morgan Stanley
We are honored to be named as Forbes' Best-In-State Wealth Management Team
in Maine in 2023, 2024 & 2025
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the US.
Source: Forbes.com (2023–2025) Forbes Best-In-State Wealth Management Teams ranking awarded in 2023–2025. This ranking was determined based
on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from
3/31/23–3/31/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for
placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a
major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative
criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on
the opinions of SHOOK Research LLC and may not be representative of any one client's experience; investors must carefully choose the right Financial
Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor's future performance.
Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
Michael C. Melo, CFP®
Wealth Management
Associate
Brian R. McHugh, CFP®
Financial Advisor
Lily A. Marcu
Registered Client
Service Associate
Andrew P. Thomas, CIMA®
Financial Advisor
Richard J. Rosu-Myles, CIMA®
Financial Advisor
Lauren K. Stone
Portfolio Associate
