We provide affluent families comprehensive, customized wealth management strategies tailored to preserving, growing, and effectively transferring wealth and values. Working with our clients, we help them achieve their life goals and reduce complexity in their lives. We deliver exceptional service coupled with state of the art, objective, independent investment advice.
* The Nelson Braun Group at Morgan Stanley Private Wealth Management - rated one of The Nation’s Top 100 Wealth Advisors by Robb Report/Worth Magazine - October 2005, October 2006, October 2007, October 2008 and October 2009
* The Nelson Braun Group at Morgan Stanley Private Wealth Management - rated among the Nation’s Top 1,000 Financial Advisors and among Washington’s Top 25 Financial Advisors by Barron’s Magazine - February 2009, February 2010, and February 2011.
* The Nelson Braun Group at Morgan Stanley Private Wealth Management - rated one of Washington’s Top 25 Wealth Advisory Teams by Washington CEO Magazine - May 2006
* The Nelson Braun Group at Morgan Stanley Private Wealth Management - rated Five Star Financial Advisors by Seattle Magazine - February 2007, February 2008 and February 2009
* The Nelson Braun Group at Morgan Stanley Private Wealth Management - rated one of America’s Top Wealth Management Teams by Registered Rep Magazine/R.J. Shook - September 2005, September 2007, September 2008 and September 2009
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
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. 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 .
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.
Not all products and services are available to clients outside of the United States.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.