MY MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
Comprehensive wealth planning strategies for your life and legacy
I’m delighted to be a part of The Carson Roberds Group at Morgan Stanley. It was formed to combine our distinctive and complementary capabilities to help our clients achieve their financial goals, preserve their assets and grow their wealth.
We take to heart our important role of helping our clients manage their personal and family financial well-being. Our goals are focused on: Earning our clients’ trust and increasing their confidence in making financial decisions; Forging long-lasting, multi-generational financial relationships with our clients and their families.
We pursue achieving these financial goals by providing comprehensive wealth management focusing on three core services:
Comprehensive Planning – We seek to understand your goals for yourself, your business and your family, your feelings about where you are and where you’re headed.
Portfolio Management – We formulate tailored investment plans and implement each client’s unique plan with consistency and discipline over time, constantly monitoring the portfolio.
Excellent Service – We provide personal advice and work with our clients’ tax and legal advisors.
We communicate often and respond promptly. These core services expand, evolve and adapt to the life changes and stages each of our clients’ experience – from risk-managed growth during pre-retirement to tax efficient growth and income during retirement, to wealth transfer later in life.
We have the capabilities and resources to deliver a complete spectrum of financial services to our clients, including financial planning, personal retirement planning, legacy planning, education planning, portfolio management, income strategies and wealth protection.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
2005 - Present: Morgan Stanley*
Guided Portfolio Manager
2003 - 2005: Capital Homes Residential Group
1997 - 2003: Williams
Energy Marketing and Trading
1988 - 1997: Thrifty, Dollar and Snappy Car Rental
Director of Training
San Francisco, Dallas and Tulsa, OK
1984 - 1987: The Mudgett Group
Owner, Accounting and Business Consulting
Daytona Beach, FL
1980 - 1984, Chrysler Corporation
Customer Service Manager, Service and Parts Division
District Manager, Service and Parts Division
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.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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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