Where every client is our “best” client
Our commitment to you starts with an 11-person team of specialists, with each member treating you as individual, not an account number.
The wealth advisors of the Chudom Hayes team manage your investments. Our full-time financial planner and Morgan Stanley’s mortgage and lending professionals can help you make the most of your wealth. And our client-service team will help you take full advantage of our breadth of resources.
Then, we take that commitment even further, doing whatever is needed to help your financial plan succeed – whether it’s ensuring a consistent approach by leading the planning process with your other professionals, such as your tax advisor, or recommending investments for your outside accounts, like your 401(k).
Together, utilizing our team’s unique process we can:
Develop a comprehensive financial plan
Diversify your portfolio across a broad range of investments
Adhere to a long-term strategic asset allocation
Substitute discipline for emotion in the investment process
Defend capital during bear markets
Minimize investment costs and taxes
Adjust holdings in response to evolving opportunities and risk
Maintain strict objectivity and avoid conflicts of interest
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. 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 Analyst (with graph element)®, and Certified Investment Management Analyst .Awards Disclosures
Morgan Stanley Smith Barney
Log into your portfolio
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© Morgan Stanley Smith Barney.