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John Coughlin

Private Wealth Advisor with the Winter Street Group at Morgan Stanley

John Coughlin is a Vice President and Financial Advisor at Morgan Stanley, specializing in wealth management and equity compensation.14 He is based in Wellesley, Massachusetts, and has been with Morgan Stanley since April 2018.5

Coughlin holds several professional designations, including:

  • Certified Financial Planner (CFP)
  • Registered Life Planner
  • Chartered Advisor for Senior Living
  • Financial Planning Specialist
  • Workplace Advisor - Equity Compensation14

He has extensive experience in financial services, having started his career in the family insurance business in 1981 before moving into financial planning and investments.2 Coughlin has been recognized for his performance, being named to Morgan Stanley's "Pacesetters Club" for six consecutive years3 and listed as one of Forbes Best-In-State Wealth Advisors from 2021 to 2024.5

Coughlin's expertise includes:

  • Customized wealth strategies
  • Equity compensation management
  • Tax, trust, and estate planning
  • Strategic asset allocation
  • Ongoing financial assessment and reporting1

Prior to joining Morgan Stanley, Coughlin worked at Catalant Technologies as a Key Account Leader and at TechValidate Software as Director of Account Management.5

Highlights

John Coughlin | Wellesley, MA | Morgan Stanley Wealth Management
John Coughlin | Wellesley, MA | Morgan Stanley Wealth Management
The Winter Street Group | Morgan Stanley Wealth Management
The Winter Street Group | Morgan Stanley Wealth Management
Insights and Outcomes | John Coughlin | Wellesley, MA
PWM Podcast | John Coughlin | Morgan Stanley Wealth Management
John Coughlin - Workplace Advisor - Equity Compensation
Coughlin Financial Services, Inc.
Women, Wealth and Investing—A Story of Evolution - John Coughlin ...

Related Questions

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John Coughlin
John Coughlin, photo 1
John Coughlin, photo 2
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Location

Greater Boston Area