Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
12yrs
Denise Simpson is a fiduciary financial advisor in Wellesley, Massachusetts, with 12 years in the industry. Denise joined Morgan Stanley in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 446 advisors with offices in Wellesley, and one of 393 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office112 Worcester Street, Wellesley, MA 02481
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowMorgan StanleyCurrent firm
Contact Denise
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Denise. 112 Worcester StreetWellesley, MA 02481Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Denise
Tailored to Denise’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Denise
How do I contact Denise?
Call Morgan Stanley at (914) 225-5510 and ask for Denise Simpson. Denise works from the Wellesley, MA office.
How long has Denise been a financial advisor?
Denise has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Denise hold?
Series 66. Tap any license on this page to see what it allows.
Is Denise a fiduciary?
Denise is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Denise paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Denise for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
UBS Financial Services
46yrs
Top 1% by experience in Wellesley
Empirical Asset Management
45yrs
Top 1% by experience nationwide
Morgan Stanley
45yrs
Top 1% by experience in Wellesley
Morgan Stanley
45yrs
Top 1% by experience in Wellesley
UBS Financial Services
44yrs
Top 1% by experience in Wellesley