Jeffrey A Lieberman, CFP®, CPWA®, CIMA®
Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Global Sports and Entertainment Director, Portfolio Manager
Phone:
(310) 443-0528(310) 443-0528
Bespoke360 Wealth Management Group at Morgan Stanley
Direct:
(310) 443-0528(310) 443-0528
Toll-Free:
(800) 648-3833(800) 648-3833
Our Mission Statement
We craft fully customized, truly comprehensive wealth management solutions for elite clientele.
Our Story and Services
Having worked with affluent families for over three decades, our team understands the complex, multi-generational challenges of managing substantial wealth. We know that standardized solutions don’t suffice and that holistic approaches are required to address interwoven investing, planning, borrowing and wealth transfer goals. We have learned that addressing these issues calls for specialized knowledge, experience and resources, and we have worked long and hard to develop the capabilities our clients require.
Collectively, our partners hold distinctions as Certified Financial Planner™, Certified Private Wealth Advisor®, Certified Investment Management Analyst® and Chartered Financial Analyst®. As Morgan Stanley Family Wealth Directors, we are also among the select Advisors at our firm who can offer access to an extensive suite of capabilities curated to the meet needs of high net worth families.
Drawing upon our own experience and the global resources of Morgan Stanley, we combine our individual talents to deliver bespoke, 360-degree wealth management strategies based on your family’s unique needs and aspirations. We strive to deliver an exceptional level of service and dedicate ourselves to your success.
To begin the discussion on how we can help you achieve your life goals, please fill out the Contact Us link above.
Collectively, our partners hold distinctions as Certified Financial Planner™, Certified Private Wealth Advisor®, Certified Investment Management Analyst® and Chartered Financial Analyst®. As Morgan Stanley Family Wealth Directors, we are also among the select Advisors at our firm who can offer access to an extensive suite of capabilities curated to the meet needs of high net worth families.
Drawing upon our own experience and the global resources of Morgan Stanley, we combine our individual talents to deliver bespoke, 360-degree wealth management strategies based on your family’s unique needs and aspirations. We strive to deliver an exceptional level of service and dedicate ourselves to your success.
To begin the discussion on how we can help you achieve your life goals, please fill out the Contact Us link above.
Services Include
- Wealth ManagementFootnote1
- Asset Management
- Professional Portfolio ManagementFootnote2
- Sustainable InvestingFootnote3
- Financial PlanningFootnote4
- Retirement PlanningFootnote5
- Estate Planning StrategiesFootnote6
- Planning for Education FundingFootnote7
- Business PlanningFootnote8
- Corporate Retirement PlansFootnote9
- Cash Management and Lending ProductsFootnote10
- Life InsuranceFootnote11
- Philanthropic ManagementFootnote12
- Endowments and FoundationsFootnote13
- Trust ServicesFootnote14
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
With greater wealth comes greater complexity. Our team is specifically designed to support successful individuals who have accumulated a significant amount of wealth. Our typical client needs more sophisticated solutions, security, and first-class service.
Our approach to client service is simple – we put you at the center of everything we do. We recognize that getting to know you is essential to success, so we are focused on active listening and collaboration. The more we know about you, the better we understand your needs and what you want to accomplish by working with us.
Our approach to client service is simple – we put you at the center of everything we do. We recognize that getting to know you is essential to success, so we are focused on active listening and collaboration. The more we know about you, the better we understand your needs and what you want to accomplish by working with us.
Our Process
Our Clients
Step 1: Discovery
Our relationship begins with an in-depth discussion of your family's needs, values, lifestyle and aspirations for the future. We will also review your balance sheet, current statements, estate plans and other essential documents together to gain a clear picture of your current wealth plan.
High Net Worth Individuals & Families
Make complicated decisions confidently. Drawing on deep, specialized experience, we tailor individualized plans to address your complex financial goals and help to come up with sophisticated solutions. We work with you to address your most complex financial challenges and protect the wealth you worked so hard to create.
The Bespoke360 Team works with specialized resources in trust and estate planning, family governance, wealth education, family office management and philanthropy management.
The Bespoke360 Team works with specialized resources in trust and estate planning, family governance, wealth education, family office management and philanthropy management.
Step 2: Wealth Strategies
Having gained a clear understanding of needs and goals we will identify planning strategies that may be effectively tailored to your personal and financial objectives. We typically work with your tax and legal advisors in this effort.
Athletes & Entertainers
Of our firm’s 16,000 financial advisors, less than 100 have been designated as Morgan Stanley Global Sports and Entertainment Directors. Our advisors, Jeffrey Lieberman and Alex Manolopoulos have earned this distinction through service to athletes and entertainers who make their living in the public eye. As a result, they are familiar with the unique challenges you may be facing, from uneven cash flows to unpredictable career turns and uncommonly complex tax issues.
Jeffrey & Alex (Global Sports and Entertainment Directors) and Madison (Global Sports and Entertainment Associate Director) all have access to the highly specialized resources through Morgan Stanley’s Global Sports & Entertainment, a dedicated division that focuses exclusively on the complex financial needs of professional athletes and entertainers.
Jeffrey & Alex (Global Sports and Entertainment Directors) and Madison (Global Sports and Entertainment Associate Director) all have access to the highly specialized resources through Morgan Stanley’s Global Sports & Entertainment, a dedicated division that focuses exclusively on the complex financial needs of professional athletes and entertainers.
Step 3: Asset Allocation
We help you develop a customized asset allocation model that reflects your investment time horizon and risk profile across multiple accounts and tax structures. We may also explore short-term adjustments to take advantage of opportunities created by temporary market distortions.
Multi-Generational Families
At Bespoke360 Wealth Management Group, multi-generational wealth planning is integral to our practice.
Our financial planning process for multi-generational families is a rigorous analysis of your lifestyle, tax obligations, future gifting plans and portfolio objectives. This analysis drives our strategy as it pertains to financial and estate planning for wealth preservation, tax optimization, asset allocation and investment decisions. Throughout the entirety of the relationship, we can work closely with your attorneys and accountants.
Our financial planning process for multi-generational families is a rigorous analysis of your lifestyle, tax obligations, future gifting plans and portfolio objectives. This analysis drives our strategy as it pertains to financial and estate planning for wealth preservation, tax optimization, asset allocation and investment decisions. Throughout the entirety of the relationship, we can work closely with your attorneys and accountants.
Step 4: Implementation
After extensive due diligence and analysis of expected results across a range of market scenarios, investment strategies from our open-architecture, global investment platform can be leveraged to create your portfolio. This process can help to create a more efficient balance of risk and return for your specific strategy.
Corporate Stock Plans, Entrepreneurs, Executives & Business Owners
We work with a select clientele of highly affluent professionals and entrepreneurs, helping them to create a comprehensive wealth management plan based on the goals they have for their businesses. We are uniquely positioned to work with corporate stock plan directors and individuals with concentrated stock positions.
Step 5: Assessment and Adjustments
Coordinating with you and your other advisors, we conduct ongoing reviews and comprehensive reporting to help ensure that your strategy adapts to changing financial and family needs.
Individual Plans for Individuals Like You
Goals you set today will evolve over time. Our process is designed to evolve with them- and with the changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals.
Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your financial future and achieve your goals.
Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your financial future and achieve your goals.
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.
View a Sample LifeView® Financial Plan
Goals Planning System (GPS)
Most of us have numerous goals, but no goal is more important than securing a comfortable retirement.
It is important to look at time horizon, risk tolerance, and current savings to structure a sound retirement plan.
Goals Planning System (GPS)It is important to look at time horizon, risk tolerance, and current savings to structure a sound retirement plan.
Personal Wealth Analysis
Ultra-High-Net-Worth Individuals and Families often have unique and complex planning needs. Our Goal Analysis Questionnaire helps us to get a complete picture of your overall wealth allowing us to make recommendations based off of your unique financial circumstances.
Fill Out The Goal Analysis Questionnaire to Get Started
Aladdin - Intelligent Risk Management
There’s a chance your portfolio may be at risk, but how you manage that risk is what matters.
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Portfolio Risk Platform – Powered by AladdinPortfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Valuable Tools and Resources
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included a few educational and insightful resources.
Morgan Stanley Online (MSO) & MS Mobile
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity. Features include paperless documents, bill pay and secure account management.
Morgan Stanley Online
GIC On the Markets Monthly Research Report
Every month, Morgan Stanley’s top research analysts publish their “On the Markets” report, providing detailed market commentary on such topics as global equities, fixed income and monetary policy.
GIC Monthly Report
Total Wealth View
With this service, you can view all your investments together – whether they are held at Morgan Stanley or elsewhere. When you add your external 401(k), as well as your checking, savings and brokerage accounts to this portal, all your assets will be in one place, providing a current and comprehensive view of your wealth.
Total Wealth View
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly Report
Digital Vault
The Digital Vault on Morgan Stanley Online allows you to build a centralized document library where all documents are stored using encryption.
Digital Vault
Thoughts on the Market Podcasts
With perspectives on the forces shaping the market, Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Thoughts on the Market Podcasts
Impact Quotient (IQ)
The Morgan Stanley Impact Quotient™ application gives Wealth Management clients new customizable insights into the social and environmental impact of their investment portfolios.
Impact Quotient (IQ)
Aligning Portfolios with Personal Values: Investing with Impact
Your investment strategy can be more than just a means of accumulating wealth; it can be a tool for supporting the positive change you wish to see in the world. Determine what causes you want to support, learn about the various approaches to Investing with Impact, and we can discuss which strategy is best for you.
Investing with ImpactSpending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool. We make it easy for you and your financial advisor to oversee trends in your financial life.
Spending and Budgeting Tool
Unique Financial Challenges Creatives Face
Successful creative professionals often struggle with unusual problems or fears related to their atypical careers. Working with a team of advisors who are experienced with dealing with the unique issues that may arise from your career choice is essential.
Global Sports & Entertainment HomepageProtecting Your Online Security
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and respond appropriately when they do.
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
Cybersecurity Best Practices
- Safeguarding your personal information is one of our highest priorities. While we are all continuing to work from home and within hybrid environments, we find ourselves utilizing technology now more than ever. For some tips and tricks that can help you be more secure at home, check out this cybersecurity checklist.
Security Features and Proactive Defense
- Multi-Factor Authentication (MFA)
- Alerts and Notifications
- Automatic Session Time Out
- VoiceID
- Fraud Detection and Prevention
- Digital Tools
- Cybersecurity Fusion Centers
- Threat Landscape Monitoring
- Employee Training and Testing
Location
10960 Wilshire Blvd
Ste 2000
Los Angeles, CA 90024
US
Direct:
(310) 443-0528(310) 443-0528
Toll-Free:
(800) 648-3833(800) 648-3833
Meet Bespoke360 Wealth Management Group
Alexander Manolopoulos, CFA®
Senior Vice President, Financial Advisor, Portfolio Manager, Workplace Advisor - Equity Compensation, Global Sports and Entertainment Director
Phone:
(310) 443-0567(310) 443-0567
Madison Lieberman, CFP®
Financial Advisor, Global Sports and Entertainment Associate Director
Phone:
(310) 443-0529(310) 443-0529
Lydia Hinzer
Senior Registered Associate
Phone:
(310) 443-0560(310) 443-0560
Jo Golden
Client Service Associate
Phone:
(310) 443-0577(310) 443-0577
About Jeffrey A Lieberman
I have spent my entire career working with clients to help preserve, grow, manage and pass along their wealth. In my opinion, there are two attributes that separate one advisor from another -- experience and knowledge.
Experience is important, because it means that you have lived through every kind of market environment, had relationships with clients that span full lifetimes, and have demonstrated your own abilities. Knowledge means being aware of options, alternatives and solutions that others may not know about. My experience speaks for itself. As for knowledge, I have spent my entire career pursuing rigorous, intensive training so I know what I'm talking about with my clients -- I am one of a limited number of Morgan Stanley advisors with six distinguished designations: Certified Financial Planner™, Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Family Wealth Director, Global Sports and Entertainment Director, and Portfolio Manager. This rare combination means added value for my clients, whether I am creating and managing an investment portfolio, or providing comprehensive wealth management that may include advanced planning, trust services, philanthropic advice, and/or retirement planning. Helping clients leverage their wealth to achieve their goals is a passion of mine, one I pursue with dedication, honesty and ongoing communication.
I am a 2022, 2023, and 2024 Forbes Best-In-State Wealth Advisor. It is an honor to be recognized amongst this group of outstanding Financial Advisors. This accolade is a reflection of my commitment to both my clients and to Morgan Stanley. While much has changed since the firm was founded nearly 90 years ago, the quality of service, personal attention, and customized solutions I provide to my clients has remained steadfast.
I am proud to be on the Board of Directors for Morgan Stanley’s Association of Professional Investment Consultants (APIC). Tucked in among the almost 16,000 Morgan Stanley Financial Advisors is a small, select group of professional advisors committed to sharing best practices, new ideas and resources, offering colleagues a helping hand or a new perspective on an old — or new — dilemma. APIC is a group of highly qualified professionals, with diverse practices, personally and professionally committed to a process of continuous learning and professional growth. We share a strong commitment to our profession, our clients — and our colleagues.
On a personal level, I try to give my all to the parts of my life that mean the most to me. I enjoy spending time with my family, playing soccer, traveling, reading, photography, fine dining, and cooking.
Disclosures:
2022-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
https://www.apicms.org/
Experience is important, because it means that you have lived through every kind of market environment, had relationships with clients that span full lifetimes, and have demonstrated your own abilities. Knowledge means being aware of options, alternatives and solutions that others may not know about. My experience speaks for itself. As for knowledge, I have spent my entire career pursuing rigorous, intensive training so I know what I'm talking about with my clients -- I am one of a limited number of Morgan Stanley advisors with six distinguished designations: Certified Financial Planner™, Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Family Wealth Director, Global Sports and Entertainment Director, and Portfolio Manager. This rare combination means added value for my clients, whether I am creating and managing an investment portfolio, or providing comprehensive wealth management that may include advanced planning, trust services, philanthropic advice, and/or retirement planning. Helping clients leverage their wealth to achieve their goals is a passion of mine, one I pursue with dedication, honesty and ongoing communication.
I am a 2022, 2023, and 2024 Forbes Best-In-State Wealth Advisor. It is an honor to be recognized amongst this group of outstanding Financial Advisors. This accolade is a reflection of my commitment to both my clients and to Morgan Stanley. While much has changed since the firm was founded nearly 90 years ago, the quality of service, personal attention, and customized solutions I provide to my clients has remained steadfast.
I am proud to be on the Board of Directors for Morgan Stanley’s Association of Professional Investment Consultants (APIC). Tucked in among the almost 16,000 Morgan Stanley Financial Advisors is a small, select group of professional advisors committed to sharing best practices, new ideas and resources, offering colleagues a helping hand or a new perspective on an old — or new — dilemma. APIC is a group of highly qualified professionals, with diverse practices, personally and professionally committed to a process of continuous learning and professional growth. We share a strong commitment to our profession, our clients — and our colleagues.
On a personal level, I try to give my all to the parts of my life that mean the most to me. I enjoy spending time with my family, playing soccer, traveling, reading, photography, fine dining, and cooking.
Disclosures:
2022-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
https://www.apicms.org/
Securities Agent: MO, NC, MI, TX, MA, CT, WA, OR, LA, FL, CA, AZ, NM, ID, NJ, DC, NV, PA, MT, IN, OH, NY, CO, TN, IL, GA, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1282943
CA Insurance License #: 0A05103
NMLS#: 1282943
CA Insurance License #: 0A05103
About Alexander Manolopoulos, CFA®
Drawing on over 20 years of experience in wealth management and institutional investing, I provide highly customized investment strategies, retirement plans, lending solutions, insurance and estate planning strategies to our team’s clients. My partner, Jeffrey Lieberman, and I conduct most of our client meetings and calls together, so that I can add capital markets perspective to Jeffrey’s wide-ranging planning experience. I take great satisfaction in offering a sophisticated level of advice to our elite clientele of affluent families, private partnerships, entertainment industry professionals, institutions and other entities.
After graduating for the Cornell University, I joined Solomon Brothers Smith Barney, where I spent ten years as a portfolio manager and analyst. I then moved to the Morgan Stanley's home office, where I managed over $4 billon as a senior portfolio manager in the Private Portfolio Group. During that period, I completed the rigorous testing requirements to become a Chartered Financial Analyst®(CFA®) Prior to moving west to join the Bespoke360 Wealth Management Group , I served as an investment manager for high net worth clients, endowments, foundations, and trusts from our offices in New York. My previous portfolio management experience now shapes my work helping clients reach their financial goals through professional guidance of the capital markets.
My lovely wife, Carine, and I have an 10 year old son, Kallias. One of my great pleasures outside of work is serving as the manager of his Encino Little League baseball team.
After graduating for the Cornell University, I joined Solomon Brothers Smith Barney, where I spent ten years as a portfolio manager and analyst. I then moved to the Morgan Stanley's home office, where I managed over $4 billon as a senior portfolio manager in the Private Portfolio Group. During that period, I completed the rigorous testing requirements to become a Chartered Financial Analyst®(CFA®) Prior to moving west to join the Bespoke360 Wealth Management Group , I served as an investment manager for high net worth clients, endowments, foundations, and trusts from our offices in New York. My previous portfolio management experience now shapes my work helping clients reach their financial goals through professional guidance of the capital markets.
My lovely wife, Carine, and I have an 10 year old son, Kallias. One of my great pleasures outside of work is serving as the manager of his Encino Little League baseball team.
Securities Agent: CO, AZ, FL, CT, TN, ME, GA, WA, OH, NE, UT, PA, MO, MI, NV, NJ, IN, NM, TX, LA, OR, MT, ID, NY, CA, VA, NC, MA, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1387981
NMLS#: 1387981
About Madison Lieberman
As a CERTIFIED FINANCIAL PLANNER™, my focus is on helping our clients create customized financial plans based on their specific life goals, whether that be securing a confident retirement, sending children to college, creating a lasting legacy or anything else that is meaningful to them. I also support the team’s partners in multiple areas, including risk management, portfolio analytics and market research with a focus on ESG (environmental, social, and governance) investing.
In 2017, I joined Morgan Stanley as a Digital Advisor Associate, helping to identify growth opportunities in the digital marketing environment for the firm’s financial advisors. Soon after, I was promoted to Wealth Advisor Associate where I constructed hundreds of financial plans. I collaborated with numerous financial advisors to implement planning into their practice. To further enrich my knowledge, I met extensive training and experience requirements to become a CERTIFIED FINANCIAL PLANNER™.
I am a Global Sports and Entertainment Associate Director, which means that I have access to the highly specialized resources through Morgan Stanley’s Global Sports & Entertainment, a dedicated division that focuses exclusively on the complex financial needs of professional athletes and entertainers.
I graduated from San Diego State University with a degree in business administration, concentrating on financial services. While in college, I interned with a $16+ billion team at Merrill Lynch, researching investments and conducting analyses of ultra-high net worth client portfolios.
Outside of work, I am involved with Ellevate Women’s Networking Group, Women Investing for a Sustainable Economy (WISE), Invest for Better, JNFuture (Jewish National Fund), SIFMA Foundation's Invest it Forward Program and Juvenile Diabetes Research Foundation. I am a lifelong soccer player, and enjoy travelling, attending concerts, and spending time with my Australian Shepherd, Benson.
In 2017, I joined Morgan Stanley as a Digital Advisor Associate, helping to identify growth opportunities in the digital marketing environment for the firm’s financial advisors. Soon after, I was promoted to Wealth Advisor Associate where I constructed hundreds of financial plans. I collaborated with numerous financial advisors to implement planning into their practice. To further enrich my knowledge, I met extensive training and experience requirements to become a CERTIFIED FINANCIAL PLANNER™.
I am a Global Sports and Entertainment Associate Director, which means that I have access to the highly specialized resources through Morgan Stanley’s Global Sports & Entertainment, a dedicated division that focuses exclusively on the complex financial needs of professional athletes and entertainers.
I graduated from San Diego State University with a degree in business administration, concentrating on financial services. While in college, I interned with a $16+ billion team at Merrill Lynch, researching investments and conducting analyses of ultra-high net worth client portfolios.
Outside of work, I am involved with Ellevate Women’s Networking Group, Women Investing for a Sustainable Economy (WISE), Invest for Better, JNFuture (Jewish National Fund), SIFMA Foundation's Invest it Forward Program and Juvenile Diabetes Research Foundation. I am a lifelong soccer player, and enjoy travelling, attending concerts, and spending time with my Australian Shepherd, Benson.
Securities Agent: GA, NM, OR, VA, UT, LA, CA, AZ, NE, KS, FL, MA, IN, ID, CT, MI, TN, CO, WA, TX, OH, DC, MO, NJ, NC, MT, PA, NY, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1845158
CA Insurance License #: 0M84400
NMLS#: 1845158
CA Insurance License #: 0M84400
About Lydia Hinzer
Calling on over three decades of experience at Morgan Stanley and its predecessors, I play a central role in delivering an outstanding overall wealth management experience to our team’s clients. I often serve as a first point of contact, and am responsible for a broad range of administrative and support functions. Short of recommending securities or preparing performance reports, I am involved in virtually all of the team’s operations.
After receiving a B.A. in psychology from Woodbury University, I went on to earn an MBA in Finance from the University of Santa Monica. Los Angeles born and raised, I am a lifelong Dodger fan.
After receiving a B.A. in psychology from Woodbury University, I went on to earn an MBA in Finance from the University of Santa Monica. Los Angeles born and raised, I am a lifelong Dodger fan.
Contact Jeffrey A Lieberman
Contact Alexander Manolopoulos, CFA®
Contact Madison Lieberman
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
Molly Sakahara, CFP®
Financial Planning Director, Assistant Vice President
Cris Vega, CFP®
Financial Planning Director, Vice President
Brandy Boyles-Vazquez
Private Banker
About Molly Sakahara
Molly Sakahara is an Assistant Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in the Los Angeles area. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Molly began her career in financial services in 1999 and joined Morgan Stanley in 2015. Prior to her current position, she held positions in wealth management and private banking with an emphasis on helping individuals achieve long term life goals and understanding client’s value system in relation to their wealth.
Molly graduated from UCLA and holds her Certified Financial Planner® designation, California insurance state licensing, and Series 7 and 65. She currently resides in South Pasadena, California with her spouse and two children. Outside of work, she is a squash coach at PlayLA, a committee volunteer with UCLA Chancellor’s Society, is the founder and administrator of Buy Nothing Group for her local city, and serves on the Board of Directors for SoCal Squash Association.
Molly began her career in financial services in 1999 and joined Morgan Stanley in 2015. Prior to her current position, she held positions in wealth management and private banking with an emphasis on helping individuals achieve long term life goals and understanding client’s value system in relation to their wealth.
Molly graduated from UCLA and holds her Certified Financial Planner® designation, California insurance state licensing, and Series 7 and 65. She currently resides in South Pasadena, California with her spouse and two children. Outside of work, she is a squash coach at PlayLA, a committee volunteer with UCLA Chancellor’s Society, is the founder and administrator of Buy Nothing Group for her local city, and serves on the Board of Directors for SoCal Squash Association.
About Cris Vega
Cris Vega is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Pasadena and surrounding branches in the Los Angeles, Riverside and San Bernardino counties. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Cris began his career in financial services in 2004 and joined Morgan Stanley in 2022. Prior to his current position Cris served high-net-worth clients at MissionSquare Retirement for over 13 years. Cris also has worked at Merrill Lynch and Banc of America Securities.
Cris Vega graduated from California State University of Fullerton and earned his Master of Arts in Economics. Cris also has earned his MBA from California State University of Los Angeles. His Bachelor of Science in Finance was earned at California State University of Long Beach. Cris holds his Certified Financial Planner® designation. Cris lives in Hacienda Heights, CA with his wife and daughters. Outside of work, Cris manages his daughter’s soccer team and holds a soccer coaching license. Cris is also a part time instructor of economics at CSU Fullerton.
Cris began his career in financial services in 2004 and joined Morgan Stanley in 2022. Prior to his current position Cris served high-net-worth clients at MissionSquare Retirement for over 13 years. Cris also has worked at Merrill Lynch and Banc of America Securities.
Cris Vega graduated from California State University of Fullerton and earned his Master of Arts in Economics. Cris also has earned his MBA from California State University of Los Angeles. His Bachelor of Science in Finance was earned at California State University of Long Beach. Cris holds his Certified Financial Planner® designation. Cris lives in Hacienda Heights, CA with his wife and daughters. Outside of work, Cris manages his daughter’s soccer team and holds a soccer coaching license. Cris is also a part time instructor of economics at CSU Fullerton.
About Brandy Boyles-Vazquez
Brandy Boyles-Vazquez is a Private Banker serving Morgan Stanley Wealth Management offices in California.
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.
Brandy began her career in financial services in 1999, and joined Morgan Stanley in 2014 as an Associate Private Banker. Before she joined the firm, Brandy was a Financial Advisor at Wells Fargo and JP Morgan Chase. She also served as a Private Client Manager for US Trust Bank and as a Private Banker for Wells Fargo.
Brandy is a graduate of the City of Seattle University, where she received a Bachelor of Science in Business Management. She lives in Los Angeles, California with her family. Outside of the office, Brandy enjoys traveling, horseback riding, and pilates.
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.
Brandy began her career in financial services in 1999, and joined Morgan Stanley in 2014 as an Associate Private Banker. Before she joined the firm, Brandy was a Financial Advisor at Wells Fargo and JP Morgan Chase. She also served as a Private Client Manager for US Trust Bank and as a Private Banker for Wells Fargo.
Brandy is a graduate of the City of Seattle University, where she received a Bachelor of Science in Business Management. She lives in Los Angeles, California with her family. Outside of the office, Brandy enjoys traveling, horseback riding, and pilates.
NMLS#: 653207
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Bespoke360 Wealth Management Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
4Morgan 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Morgan 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.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan 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
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Products 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.
13Morgan 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.
14Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
4Morgan 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Morgan 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.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan 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
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Products 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.
13Morgan 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.
14Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
