PBN Leaders & Achievers Awards 2026
PATRICK LEBEAU
Morgan Stanley Wealth Management executive director and financial adviser
A few years after graduating from the University of Massachusetts Amherst with a degree in economics and western studies, Patrick LeBeau was working on a brochure for an investment company partnered with a New Hampshire bank. His research piqued his interest in financial services.
“After the project was finished, I contacted the company to ask about a position, even though I had no industry experience,” said LeBeau, now executive director and financial adviser with Morgan Stanley Wealth Management in Providence. “I wasn’t hired, so I found a firm that accepted trainees and earned my licenses. About a year later, they offered me a spot on their team. That was more than 32 years ago.”
Today, LeBeau helps guide a team dedicated to private equity executives and senior leaders and has extensive experience helping owners of privately held businesses navigate building, growing and transitioning their companies.
Some of his most exciting projects take place outside the office. As board chair for Roger Williams Park Zoo, LeBeau is leading a capital campaign for new lion, rhino and big cat exhibits, utilizing space created by the relocation of the zoo’s elephants to The Elephant Sanctuary in Tennessee next year.
Another passion for LeBeau is his work as board president at Foster Forward, an East Providence organization empowering children, youths and families impacted by foster care.
“We made a pivot several years ago to focus on the transition from foster care to productive adulthood,” LeBeau said. “We have a five-year goal of creating 100 units of affordable housing for vulnerable foster [youths] aging out of care, and we’re well on our way.”
Having so many look to him for guidance might be daunting for some, but LeBeau relishes the role, though his definition of leadership has evolved.
“In my early years, I thought it was to be demanding of myself and others, focused on goals and effort,” he said. “I now believe it is more about empathy and kindness. Thoughtful guidance and honest dialogue get much better results and create an atmosphere that talented professionals want to be part of.”
