MY MISSION STATEMENT
Excellence in family wealth planning for your family’s unique goals
Excellence in family wealth planning for your family’s unique goals
Focused on the Life You Envision
As your financial life becomes more complicated, having a customized strategy that maps out a clear path to your personal and financial goals can help simplify both your investment decisions and your life. We at Morgan Stanley believe comprehensive wealth management goes far beyond managing an investment portfolio. It also involves trust, empathy, careful listening and detailed insights into who you are and what you hope to accomplish with your wealth.
A Personalized, Strategic Approach to Wealth Management
Charting a clear, confident course to financial security begins with understanding your values, priorities, and aspirations, all in the context of you full financial picture. Our personalized approach and disciplined consultation process centers around you and your family - where you are today and where you envision yourself in the future. We work together with you to define what is most important to you and then develop the strategies that are best suited to your unique needs, whether you are accumulating wealth, protecting against risk, planning for retirement or creating your legacy.
Securities Agent: AL, AZ, CA, CO, DC, FL, GA, HI, IN, KS, KY, LA, MD, MI, MO, MS, MT, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA; General Securities Representative; Investment Advisor Representative
For us, service means much more than providing sound investment advice and strategic guidance. We value our clients as part of our close-knit financial family, and we are proud to serve our clients as a resource, a sounding board or even a sympathetic ear. Understanding that investments are only one important piece of your overall wealth management strategy, we also serve as the primary coordinator and connector for all your wealth planning needs, from money management, retirement planning and estate planning to insurance, taxes and business succession planning.
With You for All of Life’s Milestones
We focus on developing cohesive, integrated wealth management plans that are carefully structured to navigate today’s markets and tomorrow’s uncertainties. And, as your life evolves, we will be with you every step of the way to celebrate your milestones and provide the perspective and guidance you expect from a trusted advisor. Our mission is simple – to help empower you to pursue your passions and enjoy the wealth you have worked so hard to achieve.
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.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
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.
See all of your financial data in one location, regardless of where your accounts are held, directly on Morgan Stanley Online and the Morgan Stanley Mobile App.
With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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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*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.
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*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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