MY MISSION STATEMENT
I invest in the order of Preservation, Growth & Income
I invest in the order of Preservation, Growth & Income
The Morgan Stanley Portfolio Management Group/Morgan Stanley Custom Portfolio program allows a select group of Morgan Stanley Financial Advisors qualified by the firm, based on training, experience and commitment, to independently manage client assets. As a portfolio manager with the [PMG/CP] program, I take the time to understand your unique situation and can help you develop a personalized investment strategy: one founded in a disciplined, three-step process that addresses your individual circumstances and goals:
• Help you set your financial objectives
• Create a tailored investment portfolio
• Monitor the portfolio and review ongoing performance
· Portfolio Manager
· Money Manager
· Custom Bond Portfolios
· Personalized Income Streams
. Life Insurance
If an investment solution that takes into account your specific situation and goals, combined with an easily accessible professional relationship.
I personally build and manage custom stock and bond portfolios for clients all over the United States. I listen to your needs and together we define a plan that suits the level of risk appropriate for your situation. By utilizing Quantitative, Qualitative, Technical Analysis and also providing a high level of communication and attention to your holdings, I actively manage your investments.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, FL, IA, IL, IN, KY, MA, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, SC, SD, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
On the Markets
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and experiences, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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