We seek to be the strategic chief investment officer for families and select institutions with significant financial resources. For those unique families and individuals, we commit to provide highly customized advice and investment solutions with a standard-setting level of service and investment expertise.
Overview of Services and Capabilities
Provided by the Firm and Team
• Financial Advice for Complex Situations
• Direct Core Asset Management
• Global Asset Allocation & Risk Management
• Access to Third Party Specialty Managers
• Proprietary Investment Ideas
• Alternative Investment Consulting & Access
• On-Line Access
• Institutional Access to Morgan Stanley
Leveraging Morgan Stanley’s global resources and our team’s network, we are uniquely positioned to provide your Family more sophisticated and thoughtful investment advice. We focus our education, training and experience on few clients so we can develop intimate and comprehensive understanding of your needs, goals and overall relationship expectations.
We believe clients are best served by a dedicated team of investment professionals who are specialists in different areas of wealth management
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.
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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. 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
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