Motaz Ashri, CEPA®
Vice President, Financial Advisor
Phone:
(305) 376-8538(305) 376-8538
Ashri Lorenzo Group at Morgan Stanley
Direct:
(305) 376-8564(305) 376-8564
Our Mission Statement
With a client-first approach, our mission is to provide tailored multigenerational wealth solutions that are built on trust, transparency, and expert guidance.
Our Story and Services
Founded by Huston Lorenzo and Motaz Ashri, our group has been dedicated to serving high-net-worth individuals, families, businesses, and institutions across a multitude of industries including tech, sports and entertainment, and healthcare. Today, we are a team of three, each bringing diverse backgrounds and experiences to the table, united by one mission: to help our clients achieve their goals and realize their vision for the future. We do this by providing exceptional service and support across every aspect of their finances. As seasoned portfolio managers and financial advisors, we design comprehensive wealth management strategies that are curated to our clients' goals and legacies, and their desires for the well-being of their families and communities.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
We are proud to serve a diverse and dynamic community of clients. Our team works closely with high-net-worth individuals, families, businesses, and institutions, providing tailored wealth management strategies designed to support their unique goals and ambitions. From innovators in technology and leaders in healthcare to athletes, entertainers, and entrepreneurs, we understand the complexities and opportunities that come with success across a range of industries. Our commitment is to deliver thoughtful, forward-looking financial guidance that helps our clients preserve, grow, and transition their wealth with confidence.
Digital Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
eAuthorizations
With eAuthorizations, you can electronically authorize domestic and international, one-time/recurring transactions through Morgan Stanley Online and the Morgan Stanley Mobile App within minutes.
eDelivery
eDelivery provides you with the ability to view statements and other firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Digital Vault
Digital Vault, available on Morgan Stanley Online and the Mobile App, allows you to build a centralized document library where files are stored using encryption.
MEDIA AND RESEARCH
At Morgan Stanley, we aim to simplify complex financial concepts, ensuring our clients fully understand the strategies being implemented to secure their financial future. We believe in empowering our clients with the resources they need to stay informed about the latest market trends, outlooks, and insights. The links below offer in-depth analysis on key topics currently shaping the finance and business landscape.
A Guide to the One Big Beautiful Bill Act
The One Big Beautiful Bill Act has been passed. Monica Guerra, head of US Policy for Wealth Management, and Daniel Kohen, US Policy Strategiest, break down the legislation, its implications for deficits and markets, and what it could mean for investors.
2025 M&A Outlook: 4 Trends Driving an Anticipated Rebound
A favorable regulatory environment and almost $3 trillion in uncommitted capital are among key factors that could lead to a comeback for mergers and acquisitions.
Empowering the Next Generation of Philanthropists
Millennials and Gen Z are bringing new energy to the future of giving and civic engagement.
Larry Fitzgerald Jr. Talks Philanthropy, Investing and Leadership After the NFL
The renowned NFL wide receiver shares insights on aligning your investments with your values.
Why Integrating Technology is Critical for Successful Family Offices
A centralized system can optimize procedures, inform decisions and enhance security to drive operating leverage and scale.
Private Wealth Management Ideas & Insights
Gain fresh perspective on the complex investing, wealth planning, family governance and lifestyle issues that impact your life and legacy.
Protecting Your Estate From Future Transfer Taxes
The lifetime federal estate and gift tax exemption could be halved in 2026. Should you take action before then?
Key Indicators of How Far Markets Could Rebound
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses investors' outlook following last week's Fed meeting, and lists the key signals to gauge whether stocks can fully rebound from the recent correction.
Unlocking the Housing Market
A decline in mortgage rates could help boost home sales, with potential positive effects on the economy overall.
6 Opportunities in Alternative Strategies
In today's dynamic economic environment, strategies that worked before may not be effective. Alternative investments could play a valuable role in your portfolio.
What to Do if You Think You've Been Hacked
Know the steps to take if your identity, accounts, devices or information is compromised.
Maintain Good Cybersecurity Habits
Whether it's strengthening your passwords or treating emails from unknown senders with more caution, you can take a number of steps to help reduce the threat of identity theft, online scams, malware, fraud and more.
Investing Smarter with Direct Indexing
Amid volatile markets, investors might consider direct indexing, which offers portfolio customization and the ability to pursue tax-efficient strategies within passive investing.
The Narrow Path to a New Bull Market
Stimulative tax reform, deregulation and low inflation could pave the way for an enduring market rally, but bringing those developments to pass will take both luck and skill.
A WEALTH PLAN MADE FOR YOU
Our wealth management process starts with you - your investment objectives and financial goals. Taking a holistic approach, we consider all aspects of your financial life, from investments to cash management, ensuring everything aligns with your wealth management plan. Using a range of tools, including goal-specific analysis, we'll collaborate to develop a realistic strategy that integrates all facets of your finances. Below, you'll find resources that introduce some of the key tools we use. Click to explore topics that directly impact your wealth.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs.
Strategy - Intelligent Withdrawals
Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.
Morgan Stanley Family Office
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
Location
200 S Biscayne Blvd
Ste 1100
Miami, FL 33131
US
Direct:
(305) 376-8564(305) 376-8564
Meet Ashri Lorenzo Group
Huston Lorenzo
Vice President, Financial Advisor
Phone:
(305) 376-8564(305) 376-8564
Giovanni Gorgatti
Registered, Client Service Associate
Phone:
(305) 376-2418(305) 376-2418
About Motaz Ashri
Motaz Ashri is the Co-Founder of Ashri Lorenzo Group, a Vice President and an International Client Advisor at Morgan Stanley Wealth Management in Miami.
As a Certified Exit Planning Advisor (CEPA®), Motaz brings a disciplined, strategic approach to his practice offering specialized guidance to business owners and ultra-high-net-worth (UHNW) families navigating complex transitions. He guides clients through the complexities of wealth management, helping preserve and grow their assets across generations with a commitment to fostering trust and cultivating long-term relationships. Starting with deep listening and thoughtful dialogue, aiming to clarify each family’s unique goals and priorities.
Before entering the world of wealth management, he served in the Egyptian Naval Special Forces and later helped establish Egypt’s first government-led Cyber Emergency Response Team (EG-CERT). Today, he leverages that same precision and leadership to help clients make confident, long-term financial decisions.
He holds a degree in Cyber Security Engineering from The American University in Cairo (AUC) and is fluent in both Arabic and English—serving a global clientele with cultural insight and clear communication.
Motaz is known for his integrity, strong work ethic, and commitment to delivering exceptional client service. Outside the office, he is deeply committed to giving back to his community. He volunteers as a life coach and mentor aiming to empower the next generation and contribute to a better future. He is also an accomplished competitive scuba diver, swimmer, and a passionate fitness enthusiast.
As a Certified Exit Planning Advisor (CEPA®), Motaz brings a disciplined, strategic approach to his practice offering specialized guidance to business owners and ultra-high-net-worth (UHNW) families navigating complex transitions. He guides clients through the complexities of wealth management, helping preserve and grow their assets across generations with a commitment to fostering trust and cultivating long-term relationships. Starting with deep listening and thoughtful dialogue, aiming to clarify each family’s unique goals and priorities.
Before entering the world of wealth management, he served in the Egyptian Naval Special Forces and later helped establish Egypt’s first government-led Cyber Emergency Response Team (EG-CERT). Today, he leverages that same precision and leadership to help clients make confident, long-term financial decisions.
He holds a degree in Cyber Security Engineering from The American University in Cairo (AUC) and is fluent in both Arabic and English—serving a global clientele with cultural insight and clear communication.
Motaz is known for his integrity, strong work ethic, and commitment to delivering exceptional client service. Outside the office, he is deeply committed to giving back to his community. He volunteers as a life coach and mentor aiming to empower the next generation and contribute to a better future. He is also an accomplished competitive scuba diver, swimmer, and a passionate fitness enthusiast.
Securities Agent: DE, NC, TN, OR, NY, AZ, PA, MA, GA, WA, TX, NH, VA, MD, IL, CT, CO, RI, NJ, DC, VT, MI, CA, IN, FL, AL, WI, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 2686576
NMLS#: 2686576
About Huston Lorenzo
Huston Lorenzo is the Co-Founder of Ashri Lorenzo Group, a Vice President Portfolio Manager and International Client Advisor at Morgan Stanley Wealth Management in Miami.
Huston delivers comprehensive wealth management strategies to a broad spectrum of domestic and international clients. With a multicultural background and fluency in both English and Spanish, Huston seamlessly connects with individuals and families from diverse cultural and professional backgrounds, offering them personalized financial guidance rooted in trust and integrity.
With a career foundation in corporate finance, Huston developed a deep understanding of financial operations before transitioning into wealth management. His pursuit of more sophisticated financial solutions led him to roles in investment banking, where he specialized in product origination and structured products. These experiences provided him with a unique, analytical perspective that now informs his approach to managing ultra-high-net-worth (UHNW) client portfolios.
Today, Huston leverages this extensive background to help clients navigate the complexities of wealth preservation, growth, and multigenerational planning. His approach is highly customized, aligning each financial strategy with his clients’ personal values, goals, and long-term vision for prosperity.
A former standout athlete on the Penn State baseball team, Huston applies the same principles of discipline, perseverance, and collaboration to his advisory practice. His commitment to building enduring relationships and delivering measurable results is at the core of everything he does.
Outside the office, Huston is a devoted husband and father who is actively involved in his community. He values connection, cultural diversity, and giving back—qualities that further enrich the personalized service he provides to his clients.
Huston delivers comprehensive wealth management strategies to a broad spectrum of domestic and international clients. With a multicultural background and fluency in both English and Spanish, Huston seamlessly connects with individuals and families from diverse cultural and professional backgrounds, offering them personalized financial guidance rooted in trust and integrity.
With a career foundation in corporate finance, Huston developed a deep understanding of financial operations before transitioning into wealth management. His pursuit of more sophisticated financial solutions led him to roles in investment banking, where he specialized in product origination and structured products. These experiences provided him with a unique, analytical perspective that now informs his approach to managing ultra-high-net-worth (UHNW) client portfolios.
Today, Huston leverages this extensive background to help clients navigate the complexities of wealth preservation, growth, and multigenerational planning. His approach is highly customized, aligning each financial strategy with his clients’ personal values, goals, and long-term vision for prosperity.
A former standout athlete on the Penn State baseball team, Huston applies the same principles of discipline, perseverance, and collaboration to his advisory practice. His commitment to building enduring relationships and delivering measurable results is at the core of everything he does.
Outside the office, Huston is a devoted husband and father who is actively involved in his community. He values connection, cultural diversity, and giving back—qualities that further enrich the personalized service he provides to his clients.
Securities Agent: OR, MD, MA, OH, IN, CO, AZ, WI, VA, GA, DE, CT, RI, DC, NY, AL, TX, NJ, WA, MI, CA, VT, TN, NH, NC, IL, FL, PA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2684645
NMLS#: 2684645
About Giovanni Gorgatti
Giovanni Gorgatti is a highly capable and detail-oriented Client Service Associate, playing an integral role in supporting the team’s wealth management practice. Fluent in Portuguese, Spanish, and English, Giovanni’s linguistic versatility allows him to connect seamlessly with a diverse client base, ensuring clarity and confidence in every interaction.
In his role, Giovanni is responsible for the seamless execution of daily operations, including account openings, wire transfers, and day-to-day tasks. His proactive approach and deep understanding of operational procedures help maintain the highest standard of service for clients, ensuring their financial needs are met with efficiency, accuracy, and discretion.
Giovanni’s exceptional organizational skills and dedication to client service enhance the overall experience for high-net-worth individuals and families. His ability to manage complex administrative tasks while maintaining a client-first mindset makes him a trusted and indispensable member of the team.
With a strong commitment to excellence and a passion for delivering personalized support, Giovanni contributes significantly to the team’s mission of providing comprehensive and responsive wealth management solutions.
In his role, Giovanni is responsible for the seamless execution of daily operations, including account openings, wire transfers, and day-to-day tasks. His proactive approach and deep understanding of operational procedures help maintain the highest standard of service for clients, ensuring their financial needs are met with efficiency, accuracy, and discretion.
Giovanni’s exceptional organizational skills and dedication to client service enhance the overall experience for high-net-worth individuals and families. His ability to manage complex administrative tasks while maintaining a client-first mindset makes him a trusted and indispensable member of the team.
With a strong commitment to excellence and a passion for delivering personalized support, Giovanni contributes significantly to the team’s mission of providing comprehensive and responsive wealth management solutions.
Contact Motaz Ashri
Contact Huston Lorenzo
Wealth Management
Global Investment Office
Portfolio Insights
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 Ashri Lorenzo Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan 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
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 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.
6Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.
8Products 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan 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
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 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.
6Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.
8Products 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)