The Post Oak Group - Morgan Stanley Team - Houston, TX
Morgan Stanley
The Post Oak Group
at Morgan Stanley
Institutional Consulting
1330 Post Oak Blvd
Suite 900
Houston, TX 77056
tel: (713) 968-3188
fax: (713) 454-7321
Carl, Tonja, Ann, Lindsay and Joe
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Welcome

When you sponsor a qualified retirement plan, you are providing your employees with an opportunity to save for a secure retirement. You are also enhancing your ability to retain your current employees and making your company more attractive to prospective ones. However, if you’re like many plan sponsors, the prospect of overseeing a plan and the responsibilities that come along with it may seem overwhelming.  As a Corporate Retirement Director, we have the resources to help address your concerns in a way that makes managing your 401(k) plan easier—so that you can focus on running your business.





Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise agreed to in writing by Morgan Stanley. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.




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  • As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? Call or email us to learn more about how we work with business owners to make the right investment decisions for your plan.

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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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*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.
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
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