The Credo Group at Morgan Stanley

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The Credo Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

About Us

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Watch the video below and explore the rest of our website to discover what The Credo Group at Morgan Stanley can do for you and your family.

Services Include

  • Wealth Management
  • Asset Management
  • Life Insurance
  • Estate Planning Strategies
  • Cash Management
  • Certificates of Deposit
  • Financial Planning
  • Annuities


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Comprehensive Planning

Are You Prepared for Another Lost Decade 

It's never been more important to create a plan that can help secure your future and guide you to your goals.  The question we pose to you, whether you are saving for retirement or living in retirement, is this - can you afford to risk your hard earned retirement savings?  We encourage you to think about this while the market continues to trend upwards because, just a decade ago (2000-2009), the S&P 500 experienced a "lost decade" where total return including dividends was -9.1%*.  As your Financial Advisors we make it our priority to work with you to discover what matters most to you and your family.  Join my team for a complimentary portfolio risk review, where we will "stress test" your current portfolio and demonstrate how we seek to mitigate risk in our portfolios using volatility calming techniques.  Please call Andrea Merritt at (941)-364-7420 to schedule your complimentary risk analysis review.

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* Investopedia quoting of Paul Krugman
1. This functionality is currently limited and will expand with future phases of the tool.
Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized. This material is not a solicitation of any offer to buy or sell any security or other
financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material.The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization US stocks. An investment cannot be made directly in a market index. Information contained herein has been obtained from sources considered to be reliable, but we do not guarantee their accuracy or completeness. Morgan Stanley Smith Barney LLC. Member SIPC. CRC 2118051 5/18


Total Wealth

A Comprehensive View of Your Financial Life

As a Morgan Stanley client, you can view your accounts from other financial institutions on any device, with Morgan Stanley Online or by using the Morgan Stanley Mobile App. With full visibility of your assets and liabilities all in one place, we can obtain a comprehensive view of your total wealth to help you track your goals or start planning for your future.


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Reserved Benefits

Morgan Stanley's Reserved Living & Giving Program

Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services.  The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.

Reserved clients can take advantage of a wide range of offers, including:

- Travel and cultural experiences from best-in-class planners

- Special pricing from iconic beauty, retail and automotive brands

- The latest fashion, wine and sweets from select emerging brands

Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving.  Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.

Ask us how you and your family can begin to take advantage of these wonderful offers.

Click the link below for more information:

Reserved Living & Giving Offers .


Location

Location

  • 2 North Tamiami Trail, Ste 1100
  • Sarasota, FL 34236


    Meet The Credo Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact The Credo Group today.

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    S&P 500    -17.12

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    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.

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    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.

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    * 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.

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    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.

    CRC 1369093   12/15

    Awards Disclosures