Ann Adams, CFP®
Financial Advisor
Phone:
(407) 849-4769(407) 849-4769
Aaron Kassler, CIMA®, CEPA®, CRPC®, QPFC
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(407) 418-1036(407) 418-1036
My Mission Statement
Excellent Exits. Excellent Experiences.
We care deeply about Sellers. M&A is a once-in-a-lifetime event for Business Owners, and their life is about to change, permanently. We help Sellers with private exit strategies to reduce their capital gains and we provide private wealth solutions to optimize their financial lives. Their goals are our priorities. Their peace of mind, is our passion.
We care deeply about Sellers. M&A is a once-in-a-lifetime event for Business Owners, and their life is about to change, permanently. We help Sellers with private exit strategies to reduce their capital gains and we provide private wealth solutions to optimize their financial lives. Their goals are our priorities. Their peace of mind, is our passion.
My Story and Services
Aaron Kassler, CIMA® CEPA® CRPC® QPFC, serves as a Senior Vice President and Financial Advisor at Morgan Stanley Wealth Management. As an experienced Certified Investment Management Analyst (CIMA®) Aaron Kassler specializes in designing and managing Custom Managed Strategies and Private Markets Portfolios for High-Net-Worth clients. Aaron is a Certified Exit Planning Advisor (CEPA®), and works closely with national M&A Advisory Firms, Business Brokers, and Commercial Real Estate Intermediaries by providing unique Capital Gains Exit-Strategies and private investment solutions to their High-Net-Worth Sellers. Aaron Kassler also provides connections to diverse Morgan Stanley National Strategic Partners to effectively advise High-Net-Worth Clients. Additionally, Aaron and his Morgan Stanley Strategic Partners actively provide Exit Planning and Wealth Management advice for both Buyers and Sellers nationwide.
"We love to educate Sellers. We tell them: 'Mr. & Mrs. Seller, simply take a look at what we can do for you. There is no obligation.' Most of the time, Sellers agree to work with us. We have unique & private solutions to optimize their financial lives, and help bring their dreams into a reality." - Aaron Kassler, Senior Vice President
Wealth Management focuses includes:
- Comprehensive Tax-Sensitive Financial Planning
- Private Capital Gains Exit Strategies
- Private ESOP (Employee Stock Ownership Plans) Consultation & Implementation Services
- Private Tax-Managed Investment Strategies
- Custom Private Wealth Portfolios for High-Net-Worth Families
- Unique Custom Managed Stocks Strategies
- Pre & Post Close Estate Planning Strategies
- Buy-Side M&A Consultations: 401(k), 403(b), and Retirement Plan Fiduciary Reviews
- Access to Family Office Resources and Private Wealth Management Capabilities
Aaron Kassler is a second-generation wealth management leader, whose family began in the Wealth Management business in 1994. Aaron Kassler carries both nationally-accredited and internationally-accredited Certifications and Professional Designations in Wealth Management and Certified Exit Planning. Aaron is happily married to his wife of over 15 years, and enjoys their 4 growing children. In his free time, Aaron enjoys spending time with his big family, leadership roles, weightlifting, coffee with friends, music, the beach, reading, playing golf, and of course his favorite superhero: "Superman".
Aaron Kassler successfully completed the University of Pennsylvania's "Wharton" Business School's Executive Education program, for advanced Investment Consulting education. Aaron Kassler is a Certified Investment Management Analyst®, CIMA® designee, a prestigious internationally-accredited Certification through the Investments & Wealth Institute™ to deliver the highest level of investment sophistication to HNW and Ultra-HNW Clients. Aaron is a Certified Exit Planning Advisor®, CEPA®, through the Exit Planning Institute. By obtaining his Certified Exit Planning Advisor professional designation, Aaron is uniquely-equipped to provide custom-tailored private Exit Strategies and Private Wealth Portfolios to business owners and M&A Advisors who are engaged in an M&A Transaction. He is a Chartered Retirement Planning Counselor℠, CRPC®, a national designation from the College for Financial Planning. Aaron also is a Qualified Plan Financial Consultant, QPFC®, Designation, through the National Association of Plan Advisors, placing him among highly-trained advisors and retirement plan professionals — demonstrating his knowledge, skilled focus, commitment, and a professional team-based approach when providing Buy-Side Retirement Plan Reviews or to provide ESOP Exit Strategies during Mergers & Acquisitions.
Services Include
- Business PlanningFootnote1
- Estate Planning StrategiesFootnote2
- Wealth PlanningFootnote3
- Stock Plan ServicesFootnote4
- Alternative InvestmentsFootnote5
- Wealth ManagementFootnote6
- Trust AccountsFootnote7
- Trust ServicesFootnote8
- Structured ProductsFootnote9
- 401(k) Rollovers
- Corporate Pension Plans
- Retirement PlanningFootnote10
Securities Agent: NJ, MN, TN, VA, FL, AZ, MS, KS, SC, NY, NC, OH, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 979083
NMLS#: 979083
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
M&A and Exit Strategies
Certified Exit Planning Advisor® - CEPA®
The CEPA® certification is the globally recognized, advanced-level professional certification for accountants and financial professionals in business. The CEPA® certification is the most widely accepted and endorsed professional exit planning program in the world. At its core, exit planning allows business owners to maximize value and successfully transition their business on their own terms.
Click here to learn more
Employee Stock Ownership Plans (ESOPs)
As a Financial Advisor and Wealth Manager, I consult with business owners of all types to deliver in-depth
advice that can help them gain liquidity, diversify wealth and reduce risk, while providing their employees with incentives through stock ownership. Often the best way to do this is with the use of Employee Stock Ownership Plans (ESOPs), which may enable business owners to remain as involved in their business as they desire, yet retire with confidence.
Click here to learn moreadvice that can help them gain liquidity, diversify wealth and reduce risk, while providing their employees with incentives through stock ownership. Often the best way to do this is with the use of Employee Stock Ownership Plans (ESOPs), which may enable business owners to remain as involved in their business as they desire, yet retire with confidence.
1031-721 Exchange Diversified Exit Strategies
While real estate investing offers many benefits, appreciated commercial property can also present investors with difficult choices when selling implies a large capital-gains tax bill. Knowing how to invest in a tax-efficient manner can have a significant impact on the value of those benefits, and 1031 exchanges are one of the most tax-efficient investment vehicles available to real estate investors.
Learn more about 1031 Exchanges
Opportunity Zones for Capital Gains Deferral
Opportunity Zones are an economic development tool that allows people to invest in distressed areas in the United States. Their purpose is to spur economic growth and job creation in low-income communities while providing tax benefits to investors.
Click here to learn more
Exit Planning Checklist
If you are contemplating an exit from your business, there are a multitude of personal, business,
tax, estate, and financial factors involved in making this important decision. The earlier you begin
planning, the more options you may have for a successful exit. This checklist can help guide you through the process of planning your exit.
Exiting your businesstax, estate, and financial factors involved in making this important decision. The earlier you begin
planning, the more options you may have for a successful exit. This checklist can help guide you through the process of planning your exit.
Planning for Life After Selling a Business
When equity and bond markets experience volatility, investors in the private market wonder how it will impact their investments. This article provides information on how market volatility may impact private investments.
Life after the sale of a businessPrivate Markets Solutions
As your financial advisor, I will help ensure that each individual investment meets your needs and helps achieve your financial goals. My alternative investment focus, coupled with Morgan Stanley's resources, can help you as the client to benefit.
For more information regarding alternatives and private investment strategies, visit the resources below.
For more information regarding alternatives and private investment strategies, visit the resources below.
Certified Investment Management Analyst® (CIMA®)
Certified Investment Management Analyst® (CIMA®) is a professional certification for financial advisors and investment consultants in advanced portfolio construction. Unlike other credentials, the CIMA certification is uniquely designed to provide a useful and relevant balance of theory and practical knowledge. It goes well beyond the fundamentals, with deep dives into advanced portfolio management, portfolio construction, and risk management techniques, allowing me to better execute investment strategies on behalf of my clients.
Click here to learn more
Understanding Private Equity Secondaries
Amid volatility in stock and bond markets, institutional and retail investors may seek diversification in the growing private equity secondary markets. Hear from Nash Waterman, Head of Private Markets Secondaries at Morgan Stanley Investment Management about opportunities in this space.
Click here to learn more
Private Wealth Management
Morgan Stanley Private Wealth Management combines the vast resources of a global financial services firm with the individualized services of an investment boutique to address the planning, governance, liability management, and investing needs of ultra high net worth individuals and families, their businesses, and philanthropic enterprises.
Click here to learn more
Private Company Liquidity
When equity and bond markets experience volatility, investors in the private market wonder how it will impact their investments. This article provides information on how market volatility may impact private investments.
Click here to learn more
Alternative Investments
Alternatives are the investments that go beyond traditional stocks and bonds. They can open doors to unique opportunities to help grow and protect your wealth, and have long sought to offer enhanced returns, portfolio diversification, lower volatility, as well as potential tax efficiency.
Learn more
Alternative Investment Brochure
Explore investments beyond traditional portfolios. With unmatched experience, scale, and reach across our vast global network, Morgan Stanley is an industry leader in alternative investments - providing access to exclusive offerings, preeminent fund managers, and innovative investment opportunities.
Learn moreMorgan Stanley Reserved Living & Giving
Clients with $1million+ in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. As a Reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
Reserved Offers
Exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span categories such as dining, health & wellness, travel, entertainment, and more.
Browse the latest offers
Reserved Insights
Curated insights and articles spanning topics such as family, lifestyle, health & planning, travel, and giving back.
Read the latest insights
Signature Access
Signature Access, the highest tier of Morgan Stanley's complimentary loyalty program Reserved Living & Giving, gives clients with $10million+ in assets at the firm access to world class services such as private health advisory, personal cybersecurity services, aircraft management and more in addition to all the discounts and content available through Reserved Living & Giving.
Signature Access LoginInvestor Resources
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn More
Total Wealth View
It's hard to see the complete picture with only half the details. As a Morgan Stanley client, you can conveniently view your accounts from other financial institutions on Morgan Stanley Online or the Morgan Stanley Mobile App, giving you and your advisor a more complete financial picture. With full visibility of your financial picture, your advisor will be better able to track your financial goals and plan for your future.
Click here to learn more
Thoughts on the Market Podcast
Here you can find podcasts on a variety of market-related topics from Morgan Stanley thought leaders.
Listen here
Monthly Market Commentary
Our strategic partners, The Citrus Group, have compiled a monthly report focusing on technical commentary. If you are interested in learning more about market functions, this report is a great place to begin.
Click here to learn more
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
2024 Tax Tables
Here are the federal tax tables for 2024 along with other useful information.
View 2024 Tax TablesLocation
201 E. Pine St 11th
Fl
Orlando, FL 32801
US
Direct:
(407) 418-1036(407) 418-1036
Meet My Team
Brendan Duffy
Registered Client Service Associate
Phone:
(407) 849-4711(407) 849-4711
John Mitsis, CRPS®, QPFC, CIMA®
First Vice President, Financial Advisor, Corporate Retirement Director, Financial Wellness Director, Portfolio Manager, Workplace Advisor - Equity Compensation
Phone:
(904) 543-6932(904) 543-6932
About Ann Adams
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Ann has more than 20 years of financial services industry experience. Throughout her career, Ann has been recognized numerous times for her professional achievements, as well as being named the Toastmaster of the year in 2019 by her local Orange County Club #129. Ann has held various investment representative positions for firms such as AIG/Corebridge Financial, NFP Securities, Inc. and CNL Securities Corp. Over the course of her career, Ann has garnered the experience to help clients structure balanced portfolios, provide insurance solutions and sound financial strategies during a variety of market cycles. More recently in 2023, Ann successfully achieved the Certified Financial Planning designation.
Outside the office, Ann is active in the local community and currently serves in her local Orange County Toastmasters Chapter. For many years, Ann also led a DivorceCare.org group at her local church. Some hobbies Ann enjoys are boating, Gourmet cooking and is an avid runner and fitness enthusiast. She has two children, Carson and Camryn.
Ann has more than 20 years of financial services industry experience. Throughout her career, Ann has been recognized numerous times for her professional achievements, as well as being named the Toastmaster of the year in 2019 by her local Orange County Club #129. Ann has held various investment representative positions for firms such as AIG/Corebridge Financial, NFP Securities, Inc. and CNL Securities Corp. Over the course of her career, Ann has garnered the experience to help clients structure balanced portfolios, provide insurance solutions and sound financial strategies during a variety of market cycles. More recently in 2023, Ann successfully achieved the Certified Financial Planning designation.
Outside the office, Ann is active in the local community and currently serves in her local Orange County Toastmasters Chapter. For many years, Ann also led a DivorceCare.org group at her local church. Some hobbies Ann enjoys are boating, Gourmet cooking and is an avid runner and fitness enthusiast. She has two children, Carson and Camryn.
Securities Agent: OH, MD, NY, FL, NC, MA; General Securities Representative; Investment Advisor Representative
About Brendan Duffy
Brendan is a Registered Client Service Associate at the Orlando Branch. Prior to joining the firm Brendan spent several years in investment research and risk management.
Brendan’s commitment to craftsmanship in financial services is shown through depth of knowledge and a relationship oriented approach. He also possesses the Series 7, 66, and has received the Financial Planning Specialist designation from Morgan Stanley.
In his free time Brendan enjoys spending time with his fiancé Mary Ellen, golfing, running, and listening to podcasts.
Brendan’s commitment to craftsmanship in financial services is shown through depth of knowledge and a relationship oriented approach. He also possesses the Series 7, 66, and has received the Financial Planning Specialist designation from Morgan Stanley.
In his free time Brendan enjoys spending time with his fiancé Mary Ellen, golfing, running, and listening to podcasts.
About John Mitsis
John Mitsis is a First Vice President, Financial Advisor, Corporate Retirement Director, Financial Wellness Director, Portfolio Manager, and Workplace Advisor for Equity Compensation with the Sentinel Ponte Vedra Group at Morgan Stanley. For 20 years, John has been helping institutions, executives, business owners, and families achieve their retirement objectives and broader financial goals.
A graduate from the University of Florida with a Bachelor’s Degree in Finance, John also earned an MBA from the University of North Florida. From there, he joined Citigroup Smith Barney as a financial advisor, where he worked for three years before joining Merrill Lynch. In 2020, after eleven years at Merrill, he and the team came on board with Morgan Stanley. Always looking to better his practice, John has worked to earn a stable of rigorous certifications and designations, including Corporate Retirement Director, Chartered Retirement Plan Specialist®, Qualified Plan Financial Consultant®, and Certified Investment Management Analyst®.
John’s primary focus with The Sentinel Ponte Vedra Group is helping institutions and their executives articulate and achieve their retirement goals. With hands-on experience and the elite designation of Corporate Retirement Director, he offers robust retirement plan solutions for institutions of all sizes and industries. His approach is very process-oriented, and he places a strong emphasis on financial planning. The son of Greek immigrants, John knows well the risks and rewards inherent to living the American Dream and running your own small business. Now, as financial advisor, he aims to help his clients live out their own American Dream – whether that means selling or growing their business, handing it off to a family member, or something else entirely.
Outside the office, John lives in Ponte Vedra Beach with his wife, Shirin, and is the proud father of two daughters. An active member the Gator Bowl Association and Jacksonville Sports Council who enjoys golfing – he ultimately defines himself as a “Girl Dad,” spending much of his free time going to their theater performances and recitals.
A graduate from the University of Florida with a Bachelor’s Degree in Finance, John also earned an MBA from the University of North Florida. From there, he joined Citigroup Smith Barney as a financial advisor, where he worked for three years before joining Merrill Lynch. In 2020, after eleven years at Merrill, he and the team came on board with Morgan Stanley. Always looking to better his practice, John has worked to earn a stable of rigorous certifications and designations, including Corporate Retirement Director, Chartered Retirement Plan Specialist®, Qualified Plan Financial Consultant®, and Certified Investment Management Analyst®.
John’s primary focus with The Sentinel Ponte Vedra Group is helping institutions and their executives articulate and achieve their retirement goals. With hands-on experience and the elite designation of Corporate Retirement Director, he offers robust retirement plan solutions for institutions of all sizes and industries. His approach is very process-oriented, and he places a strong emphasis on financial planning. The son of Greek immigrants, John knows well the risks and rewards inherent to living the American Dream and running your own small business. Now, as financial advisor, he aims to help his clients live out their own American Dream – whether that means selling or growing their business, handing it off to a family member, or something else entirely.
Outside the office, John lives in Ponte Vedra Beach with his wife, Shirin, and is the proud father of two daughters. An active member the Gator Bowl Association and Jacksonville Sports Council who enjoys golfing – he ultimately defines himself as a “Girl Dad,” spending much of his free time going to their theater performances and recitals.
Securities Agent: WA, SC, NJ, WV, MA, WY, VA, PA, DC, UT, TX, NY, CO, KY, CA, IA, NC, MD, GA, FL, LA, IL, AL, WI, OH, TN; General Securities Representative; Investment Advisor Representative
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
David Berdon
Managing Director, Private Wealth Management, Private Wealth Advisor, Portfolio Manager, Workplace Advisor - Equity Compensation
Managing Director, Wealth Management, Financial Advisor, Corporate Client Group Director
Senior Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
Daniel Murphy, CFP®
Senior Vice President, Wealth Advisor, Portfolio Management Director
Rachael Crapsi, CFP®
Financial Planning Director, Vice President
Bill Burnett
Trust Specialist
Mark Jansen
Family Office Resources Generalist
About Rachael Crapsi
Rachael Crapsi, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Florida. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Rachael began her career in financial services in 2012 and joined Morgan Stanley in 2021. Prior to her current position, she has worked as a Financial Advisor at J.P. Morgan and Fifth Third Private Bank serving affluent families by developing authentic, lasting relationships while helping to build, preserve and transfer wealth.
Rachael graduated from The Ohio State University earning degrees in both Finance and International Business with a focus in Mandarin and holds her Certified Financial Planner® designation. Rachael is from Buffalo, New York, but now resides in Jacksonville, Florida. Outside of work Rachael enjoys playing soccer, traveling and cooking.
Rachael began her career in financial services in 2012 and joined Morgan Stanley in 2021. Prior to her current position, she has worked as a Financial Advisor at J.P. Morgan and Fifth Third Private Bank serving affluent families by developing authentic, lasting relationships while helping to build, preserve and transfer wealth.
Rachael graduated from The Ohio State University earning degrees in both Finance and International Business with a focus in Mandarin and holds her Certified Financial Planner® designation. Rachael is from Buffalo, New York, but now resides in Jacksonville, Florida. Outside of work Rachael enjoys playing soccer, traveling and cooking.
About Bill Burnett
As Executive Director and Trust Specialist, Bill is responsible for helping Financial Advisors, clients, prospects and the legal community to understand and utilize Morgan Stanley’s Trust Services and its “open architecture” corporate trustee platform. He’s available to meet with clients, conduct conference calls, review trust documents and explain to estate planning attorneys the numerous fiduciary solutions our platform can provide. Bill covers the Southeast region and is based in West Palm Beach, FL.
Bill has over 25 years of experience as a comprehensive wealth advisor developing trust and investment management relationships with families, business owners, executives and institutions. Bill cultivated this experience at firms such as Northern Trust, BNY Mellon, The Private Bank at Bank of America, and Merrill Lynch. He holds the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) professional designations. He is a graduate of the University of North Texas with a Bachelor of Arts degree in Interpersonal Communications and Public Address and earned his way through college on a soccer scholarship. He has lived in Florida since 1994.
Bill has over 25 years of experience as a comprehensive wealth advisor developing trust and investment management relationships with families, business owners, executives and institutions. Bill cultivated this experience at firms such as Northern Trust, BNY Mellon, The Private Bank at Bank of America, and Merrill Lynch. He holds the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) professional designations. He is a graduate of the University of North Texas with a Bachelor of Arts degree in Interpersonal Communications and Public Address and earned his way through college on a soccer scholarship. He has lived in Florida since 1994.
About Mark Jansen
Mark Jansen is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Southeast Region. In this capacity, Mark provides specialized expertise to Financial Advisors and their UHNW clients across a broad range of family wealth management issues including; family governance and wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory. Mark has over 30 years of experience advising wealthy families, business owners, and their children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Aaron Kassler today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan 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 (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
9Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
10When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
Awards Disclosures
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan 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 (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
9Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
10When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
Awards Disclosures
CRC 6491812 (04/2024), 3582895 (6/2024)
