Story and Services

We are the Arvista Group at Morgan Stanley, here to provide a Strategic View for your Finances. We believe that managing family wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life.

Our most important goal: to help you achieve your financial goals and have your wealth do more for you.
  • Comprehensive Wealth Management Strategies
  • Building Relationships Based on Integrity and Trust
  • Dedicated to Helping Clients Grow, Protect, and Transfer Wealth
  • Committed to Investment Excellence
Services Include
  • Executive Financial Services1
  • Executive Benefit Services2
  • Stock Option Plans3
  • Wealth Management4
  • Financial Planning5
  • Retirement Planning6
  • Trust Accounts7
  • Professional Portfolio Management8
  • Estate Planning Strategies9
  • Philanthropic Services
  • 401(k) Rollovers
  • Long Term Care Insurance10
  • Lending Products
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

601 Union Street
Suite 2900
Seattle, WA 98101
US
Direct:
(206) 628-4879(206) 628-4879
Toll-Free:
(800) 426-7837(800) 426-7837

Meet Arvista Group

About Me

Amani is a Second Vice President, Portfolio Manager, and Financial Advisor with Morgan Stanley. For over 15 years, clients have appreciated his continuous quest to provide them financial solutions in a complex market. Amani began his career in the financial services industry in 2002 after earning his Master of Business Administration (MBA) degree from Seattle Pacific University. Prior to this, Amani served in the Army for 10 years after graduating from Cameron University and the ROTC Leadership Program. These years of selfless service provide the focus on discipline, contingency planning, risk management, and process structure he practices today.  

Amani was named a "Five Star Wealth Manager" by Seattle Magazine in 2012, 2015, 2016, 2017.

Amani actively supports local charities and is a board member to several organizations that focus on inspiring youth in education. When not working, Amani enjoys golfing, skiing, chess and the relationships with family & friends.
Securities Agent: WA, VA, UT, TX, TN, OR, OH, NJ, NH, ND, MS, MI, MD, MA, LA, IL, ID, IA, GA, FL, DE, DC, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1293971

About Me

Barbara is an Associate Vice President and Financial Advisor with Morgan Stanley. With over 20 years in the financial services industry, she is a seasoned professional that brings years of experience and knowledge in managing assets, providing guidance that helps clients preserve and grow wealth. Ms. Banon strongly believes in giving back to the community and has served on several charitable boards. She is currently involved with Invest in Youth as an afterschool tutor, and a Board member of the Washington Rhinestone Club, an organization that provides mentoring, cultural experiences and college scholarships for young women. An active member of the Historic 1ST A.M.E. Church in Seattle, Ms. Banon serves on Stewardess Board #1 and the Aids Care Team Ministry.

Barbara was named a "Five Star Wealth Manager" by Seattle Magazine in 2012, 2016, 2017.

In her free time, Barbara loves traveling with her daughter and attending cultural events.
Securities Agent: WA, VA, UT, TX, TN, OR, OH, NV, NH, MS, MI, MD, MA, LA, IL, ID, IA, GA, FL, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1406586

About Me

Erin is a Client Service Associate with Morgan Stanley. Born and raised in Seattle, Erin is a native of the Pacific Northwest and has over 15 years in the financial services industry where she is known for providing excellent client service. Erin is the teams primary client support liaison, handling administrative duties ranging from new accounts, funds disbursement (checks, wires, etc.), account transfers in from outside brokerages, and assisting with other key client needs. Her attention to detail, organization, and diligence in taking care of clients is exceptional.

She also enjoys spending time with her family/friends, hiking, and being involved with causes that improve the lives of others in the community. One cause she personally enjoys leading every year is the Toys for Tots Holiday Drive.

Strategic Partners

The Experience to Guide You
Our steadfast committment is to enhance the advice you receive. Working in partnership allows us the opportunity to provide a more holistic approach to help you manage and meet your wealth management goals head-on.

Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Morgan Stanley and Justin Rose: A Winning Team

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Sign Up for eDelivery

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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Ready to start a conversation? Contact Arvista Group today.
Market Information Delayed 20 Minutes
1Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

2Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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 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.

6Morgan 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.

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’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

9Morgan 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.

10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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 suitable 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”) 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.


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