Yaman Sharma
Executive Director, Financial Advisor
Phone:
(978) 526-6063(978) 526-6063
Ananta Lane Group at Morgan Stanley
Direct:
(978) 739-9600(978) 739-9600
Our Mission Statement
We focus on elevating your financial journey with experience, insight, and a distinctly personal touch- Transforming your wealth into a legacy that resonates, gifts that inspire, growth that thrives, and a life lived fully on your terms.
Our Story and Services
Ananta Lane Group was built on a simple belief: wealth management should be personal, thoughtful, and built around the life you are creating — not just the assets you hold.
We advise entrepreneurs, professionals, and next-generation families navigating growing wealth, complex decisions, and long-term legacy planning. Many of our clients are Indian American and multicultural families balancing business ownership, global family ties, and the responsibility that comes with success.
Our team brings institutional experience and a boutique approach, combining disciplined investment management with holistic planning across family, business, and legacy. Having guided clients through multiple market cycles and life transitions, we focus on clarity, risk management, and durable strategies designed to evolve as life changes.
We work collaboratively — coordinating with your legal and tax advisors — to simplify complexity and create alignment across your financial life.
At Ananta Lane Group, our role is to help you grow, protect, and transition wealth with intention, so it continues to serve your family today and for generations to come.
We advise entrepreneurs, professionals, and next-generation families navigating growing wealth, complex decisions, and long-term legacy planning. Many of our clients are Indian American and multicultural families balancing business ownership, global family ties, and the responsibility that comes with success.
Our team brings institutional experience and a boutique approach, combining disciplined investment management with holistic planning across family, business, and legacy. Having guided clients through multiple market cycles and life transitions, we focus on clarity, risk management, and durable strategies designed to evolve as life changes.
We work collaboratively — coordinating with your legal and tax advisors — to simplify complexity and create alignment across your financial life.
At Ananta Lane Group, our role is to help you grow, protect, and transition wealth with intention, so it continues to serve your family today and for generations to come.
Services Include
- Wealth PlanningFootnote1
- Business PlanningFootnote2
- Business Succession PlanningFootnote3
- Executive Financial ServicesFootnote4
- Professional Portfolio ManagementFootnote5
- Trust ServicesFootnote6
- Philanthropic ManagementFootnote7
- Estate Planning StrategiesFootnote8
- Cash Management and Lending ProductsFootnote9
- 401(k) Rollovers
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
PERSONALIZED APPROACH
Our four-step process is tailored to you, your family or business- taking into account your current situation and your goals for the future. Together, we will develop strategies to help you achieve your goals, while navigating life's challenges and making informed decisions.
- Start with a comprehensive converstaion to understand your goals, concerns, and desired outcomes.
- Learn about your financial background and risk tolerance.
- Gather essential information about your current financial situation, including income, assets, liabailities, equity awards and company-provided benefits.
- Assess your current financial situation- We will review your finances and goals to create a plan that is right for you.
- Develop a customized plan- We will use our proprietary financial planning software to develop a customized plan designed to meet your specific goals and objectives. The plan will consider your risk tolerance, time horizon, and other factors.
- "Stress" test your plan- We will stress test your plan to determine the appropriate allocation of investments and the integration of any outside assets.
- We will work with you to implement your plan and make sure that you are on track to reach your goals.
- Schedule regular meetings to ensure your account is set up properly and you have convinient access to your account information.
- Monitor progress towards goals and review investment performance.
- Make recommendations for adjustments to your portfolio as market conditions and your circumstances change to help you stay on track to reach your goals.
Step 1: Discovery
Step 2: Analysis and Plan Development
Step 3: Implementation
Step 4: Ongoing Review and Success
WHO WE SERVE
We collaborate with entrepreneurs, business owners, professionals, and next-generation wealth builders who value clear guidance, efficient execution, and a trusted long-term relationship. Many of our clients are Indian-American and multicultural families, often first-generation wealth creators who balance burgeoning careers, global family responsibilities, and the aspiration to create opportunities for the next generation.
Our team possesses extensive experience in investment management, retirement and income planning, lending and liquidity strategies, tax-aware portfolios, executive compensation, and multi-generational estate planning. We blend the resources of a global financial institution with the personalized attention of a boutique advisory team.
Every client is unique. Family dynamics, cultural values, and financial priorities vary, so our approach is tailored, collaborative, and centered around your life.
Entrepreneurs
Multi-Cultural Families
Next-Generation
Biotech Professionals
Medical Professionals
Corporate Executives
START YOUR JOURNEY TODAY
Join us for an exciting journey into the world of finance and wealth education. At Morgan Stanley we believe that knowledge is the key to unlocking future success, and we're excited to share our thought leadership and experience with you!
Introduction to Money & Saving: Building a Strong Financial Foundation
Our first session was an introduction to personal finance with a focus on beginning to build a strong financial foundation. We discussed goal settong, cash flow, budgeting and saving strategies and the power of compunding interest. We have included the presentation that was used during this session and two videos related to this topic.
Credit & Debit Management
Our second session was aimed at empowering you with essential knowledge on credit and debit management so you can understand how to establish credit, understand credit history, demystify credit scores and navigate the world of lending in order to make informed decisions about your financial future.
Exploring Investments: Stocks, Bonds, and Beyond
Our next session will dive into the fundamentals of investing from understanding market dynamics, defining asset classes, such as stocks and bonds and other investment vehicles, as well as discussing asset allocation and diversification, this session will provide valuable insights to kickstart your investment journey.
Estate Planning 101: Basics Including How to Be a Trust Beneficaiary
This session has been summarized into a series of questions and answers and key takeaways focused on estate planning basics, discussing strategies to protect, manage, and distribute assets to preserve your legacy and support loved ones.
EVERYTHING YOU NEED, ALL IN ONE PLACE
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online
Morgan Stanley Online (MSO) offers a comprehensive range of capabilities that extend beyond simply viewing your account balance and activity. These features enable you to efficiently manage your everyday finances, including paying bills, sending money, transferring funds, and authorizing transactions through eAuthorizations.
Morgan Stanley Online
Total Wealth View
By linking your external financial accounts, you can view them directly within Morgan Stanley Online or the mobile app. This integration provides you with more informed wealth planning, secure data access, and convenient connectivity.
Total Wealth View
Digital Vault
Digital Vault provides easy sharing and convenient access to your most important documents, such as wills, deeds, financial statements, and tax filings. You can efficiently manage your encrypted financial records all in one secure location.
Digital Vault
Morgan Stanley Mobile App
Securely access your Morgan Stanley account, from virtually anywhere.
Morgan Stanley Mobile App
Safeguarding Your Assets
Morgan Stanley invests considerable funds and resources every year in the development, maintenance, and enhancement of programs and processes to protect your assets and personal information.
Learn More
Reserved Living and Giving
Morgan Stanley's complimentary perks program offers eligible clients access to one-of-a-kind experiences, discounts from popular brands, curated articles from our partners and Morgan Stanley thought leaders, and philanthropic inspiration.
Enroll or Sign In
Family Office Resources
This dedicated team provides ultra-high-net-worth clients with comprehensive solutions for a wide range of complex, multigenerational wealth management issues. They offer specialized knowledge, experience, tools, and networking events to address these needs effectively.
Watch Video
2026 Tax Tables
This valuable resource details the 2026 tax rate schedule, limits for education and health savings accounts, and retirement contribution and deduction limits, among other important information.
View Tax TablesLocation
35 Village Rd
Ste 601
Middleton, MA 01949
US
Direct:
(978) 739-9600(978) 739-9600
One Financial Plaza
19th Floor
Providence, RI 02903
US
Direct:
(401) 276-5980(401) 276-5980
Meet Ananta Lane Group
Dev Singh
Senior Vice President, Financial Advisor
Phone:
(401) 276-5980(401) 276-5980
Pedro Cesa
Consulting Group Analyst
Phone:
(978) 526-6009(978) 526-6009
Samantha Sharma
Client Service Associate
Phone:
(978) 526-6084(978) 526-6084
About Me
Securities Agent: IN, AR, KS, IA, HI, GA, AZ, AK, WV, VA, SD, CO, NC, ME, FL, DE, CA, PR, MO, ID, DC, AL, WY, NV, LA, IL, UT, TX, TN, OK, NJ, KY, WA, PA, OR, NY, NH, MI, MD, WI, VT, VI, CT, SC, RI, OH, NE, ND, MT, MS, MN, MA, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1610023
NMLS#: 1610023
About Dev Singh
Dev Singh serves as a Senior Vice President at Morgan Stanley, where he provides comprehensive advice and bespoke investment solutions to high-net-worth individuals, family offices, endowments, and foundations. With over 20 years of experience in the financial services industry, Dev expertly utilizes Morgan Stanley’s extensive platform to offer wealth and estate planning strategies, lending, investment strategy, and liquidity management.
Dev’s diverse background and extensive experience afford him a unique and well-rounded perspective, enabling him to analyze client portfolios with exceptional insight and deliver highly customized advice. Before joining Morgan Stanley, Dev held the position of Vice President at JPMorgan Private Bank and served as Senior Vice President of the Specialty Banking Group at Webster Bank.
He earned a Bachelor’s Degree in Finance and an MBA with a concentration in Accounting from Bryant University. Dev is licensed with the General Securities License Series 7, the Uniform Agent State Law Exam (Series 63), and the Uniform Investment Advisor Law Exam (Series 65). Additionally, he is licensed as an agent for Life, Accident and Health, and Variable Annuities in Rhode Island, Massachusetts, Connecticut, Florida, Ohio, and Nevada (NMLS# 2652165) Dev is fluent in English, Hindi, and Bengali.
Residing in Rhode Island with his wife, son, and their dog, Franklin, Dev enjoys traveling, reading, fitness, practicing marksmanship, and is an automobile enthusiast on his leisure time.
Dev’s diverse background and extensive experience afford him a unique and well-rounded perspective, enabling him to analyze client portfolios with exceptional insight and deliver highly customized advice. Before joining Morgan Stanley, Dev held the position of Vice President at JPMorgan Private Bank and served as Senior Vice President of the Specialty Banking Group at Webster Bank.
He earned a Bachelor’s Degree in Finance and an MBA with a concentration in Accounting from Bryant University. Dev is licensed with the General Securities License Series 7, the Uniform Agent State Law Exam (Series 63), and the Uniform Investment Advisor Law Exam (Series 65). Additionally, he is licensed as an agent for Life, Accident and Health, and Variable Annuities in Rhode Island, Massachusetts, Connecticut, Florida, Ohio, and Nevada (NMLS# 2652165) Dev is fluent in English, Hindi, and Bengali.
Residing in Rhode Island with his wife, son, and their dog, Franklin, Dev enjoys traveling, reading, fitness, practicing marksmanship, and is an automobile enthusiast on his leisure time.
Securities Agent: MS, KS, DE, CA, NJ, MI, MA, IN, DC, CT, WI, VA, UT, OH, NC, IL, WA, ID, IA, FL, TN, SD, OK, NY, KY, GA, AZ, AL, TX, MT, CO, PR, NV, NE, ND, MN, LA, HI, AR, WV, SC, RI, AK, VT, ME, WY, VI, PA, OR, NH, MO, MD, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 2652165
NMLS#: 2652165
About Pedro Cesa
Pedro Cesa is a Consulting Group Analyst at Morgan Stanley in Middleton, Massachusetts, where he delivers in-depth investment analysis and personalized client service. He plays a key role in supporting Yaman Sharma and Dev Singh in delivering world-class service for their clients.
Pedro earned both his Bachelor of Science in Finance and MBA from Quinnipiac University in Hamden, Connecticut. After securing multiple industry licenses following his graduation – including the Series 7 and 66 – he launched his career in Wealth Management through Merrill Lynch’s Advisor Development Program in 2020. He remains deeply committed to providing exceptional value and trusted guidance to clients.
Born in Southern Brazil and of Italian descent, Pedro was raised on the North Shore of Boston – a place he continues to call home. While not in the office, he enjoys traveling to tropical destinations, spending time with loved ones, and exploring a diverse range of personal interests.
Pedro earned both his Bachelor of Science in Finance and MBA from Quinnipiac University in Hamden, Connecticut. After securing multiple industry licenses following his graduation – including the Series 7 and 66 – he launched his career in Wealth Management through Merrill Lynch’s Advisor Development Program in 2020. He remains deeply committed to providing exceptional value and trusted guidance to clients.
Born in Southern Brazil and of Italian descent, Pedro was raised on the North Shore of Boston – a place he continues to call home. While not in the office, he enjoys traveling to tropical destinations, spending time with loved ones, and exploring a diverse range of personal interests.
About Samantha Sharma
Samantha Sharma brings a strong background in accounting, administration, and client service to her role as a Client Service Associate at Morgan Stanley. Previously, she served as a Property Accountant at The Newmark Group, managing financial reporting, budget forecasting, and process automation. She also worked as an Administrative Director at Parents’ Pride School in India, where she streamlined operations and modernized data systems. Additionally, Samantha gained experience as an Accountant at Enterprise Rent-A-Car and as an Auditor at Insero CPAs.
Samantha holds a Bachelor of Science in Accounting and Psychology from Nazareth College of Rochester. Her educational background combined with her professional experience, has equipped her with experience in financial analysis, budgeting, and client support.
With strong organizational skills, technical proficiency, and a client-focused approach, Samantha is dedicated to delivering exceptional service and operational efficiency to help support you and your family.
Samantha holds a Bachelor of Science in Accounting and Psychology from Nazareth College of Rochester. Her educational background combined with her professional experience, has equipped her with experience in financial analysis, budgeting, and client support.
With strong organizational skills, technical proficiency, and a client-focused approach, Samantha is dedicated to delivering exceptional service and operational efficiency to help support you and your family.
Contact Yaman Sharma
Contact Dev Singh
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
Evan Patterson
Giancarlo Pannone, CFP®
Financial Planning Director, Vice President
About Evan Patterson
Evan Patterson is a Private Banker serving Morgan Stanley Wealth Management offices in Rhode Island, Massachusetts and New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Evan began his career in financial services in 1999. Prior to relocating to the Northeast, he served as a Private Banker in the Tampa Bay area. Before joining Morgan Stanley in 2010, Evan spent 10 years in high net worth lending at Merrill Lynch supporting teams in New York City, Los Angeles, and Jacksonville. He began his career as a Securities Based Lending Officer before rising within the firm, holding several other positions including Priority Loan Officer, Associate Mortgage and Credit Specialist, Consumer Finance Specialist and Banking and Liquidity specialist.
Evan is a graduate of the University of Florida, where he received a Bachelor of Science in Business Administration with concentration in Finance. He lives in East Greenwich, Rhode Island with his family. Outside of the office, Evan enjoys painting, watching cinemas, reading books, and listening to vinyl records.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Evan began his career in financial services in 1999. Prior to relocating to the Northeast, he served as a Private Banker in the Tampa Bay area. Before joining Morgan Stanley in 2010, Evan spent 10 years in high net worth lending at Merrill Lynch supporting teams in New York City, Los Angeles, and Jacksonville. He began his career as a Securities Based Lending Officer before rising within the firm, holding several other positions including Priority Loan Officer, Associate Mortgage and Credit Specialist, Consumer Finance Specialist and Banking and Liquidity specialist.
Evan is a graduate of the University of Florida, where he received a Bachelor of Science in Business Administration with concentration in Finance. He lives in East Greenwich, Rhode Island with his family. Outside of the office, Evan enjoys painting, watching cinemas, reading books, and listening to vinyl records.
NMLS#: 800467
About Giancarlo Pannone
Giancarlo Pannone is a seasoned financial professional with a strong educational background and extensive experience in financial planning and wealth management. Giancarlo is a Rhode Island native and a graduate of Rhode Island College. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in investments, financial planning, and wealth management. Before joining Morgan Stanley, he worked with notable firms such as Merrill Lynch and Raymond James, where he honed his skills and expertise.
At Morgan Stanley, Giancarlo collaborates with financial advisors and clients to create tailored financial plans that align with clients' unique goals and circumstances. He leverages Morgan Stanley's industry-leading platform to develop these customized plans. Giancarlo holds securities and insurance licenses, further solidifying his credentials in the financial sector.
Outside of his professional life, he resides in South County, Rhode Island, with his wife and daughter. He enjoys staying active and spending time outdoors with family and friends. Giancarlo is dedicated to both his career and personal life, which is evident by his commitment to client success, coupled with his active family life.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
At Morgan Stanley, Giancarlo collaborates with financial advisors and clients to create tailored financial plans that align with clients' unique goals and circumstances. He leverages Morgan Stanley's industry-leading platform to develop these customized plans. Giancarlo holds securities and insurance licenses, further solidifying his credentials in the financial sector.
Outside of his professional life, he resides in South County, Rhode Island, with his wife and daughter. He enjoys staying active and spending time outdoors with family and friends. Giancarlo is dedicated to both his career and personal life, which is evident by his commitment to client success, coupled with his active family life.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact Ananta Lane Group today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
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.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
6Morgan 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.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
8Morgan 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.
9Morgan 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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
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.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
6Morgan 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.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
8Morgan 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.
9Morgan 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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
