Lin May
Senior Vice President, Wealth Management, Financial Advisor, Senior Investment Management Consultant
Phone:
(907) 931-0956(907) 931-0956
Brian Cook
Associate Vice President,
Financial Advisor
Direct:
(907) 263-5718(907) 263-5718
Toll-Free:
(800) 233-2511(800) 233-2511
My Mission Statement
My mission is to empower individuals and families to navigate life's financial choices with confidence. Through comprehensive wealth planning and strategic investments, we build enduring relationships that transcend generations, helping our clients work towards their financial goals for themselves and their heirs.
My Story and Services
Our robust and talented team is dedicated to helping clients achieve and maintain financial independence so they can pursue what’s most important to them. We understand that people have unique values and circumstances, and we navigate each client’s goals and challenges differently to help lead them to success. Whether seeking estate and retirement planning, portfolio management, or risk management strategies, we offer extensive capability with caring service and financial clarity, backed by the resources of a top global investment firm. Our consultative process begins with an in-depth discussion of your current finances and future objectives. We use these to guide each client toward a data-driven strategic plan in which we evaluate portfolios and provide solutions. We also offer transitional counseling, working with generations of families to help ensure continuity of wealth, legacy planning, and access to resources both within and outside of Morgan Stanley to meet complex needs. We are particularly sensitive to helping higher net worth clients, and move beyond performance by maintaining regular meetings and portfolio reviews to keep us abreast of any changes or challenges, constantly tracking these against each client’s goals.
Fax: 907-802-2278
Fax: 907-802-2278
Services Include
Securities Agent: ID, MS, VA, NV, RI, NM, HI, TX, SC, OK, IA, OR, MI, CA, SD, GA, AZ, NE, MD, LA, AL, TN, MN, CO, WI, UT, NC, MA, IL, WA, NH, KS, FL, DC, CT, AK, PA, NY, MT; General Securities Representative; Investment Advisor Representative
NMLS#: 1805360
NMLS#: 1805360
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education
We invest in our clients by committing to continuously invest in ourselves so that we can better serve them. Our team members are currently in dedicated coaching programs, some for as long as 15 years. It keeps us in touch with our own goals to continually improve.
- University of Alaska Anchorage – BBA – Marketing/Management, 2010
- Series 7 – General Securities Representative
- Series 66 – Combined Investment Advisory Agent & Uniform State Exam
- Life & Health Insurance Licensed
Associations
- St. Andrew Catholic Church Pastoral Advisory Council Chair 2016 - 2023
- Urban Hearts Treasurer 2019 - Present
Experience
Collectively, our team has almost 70 years of experience with a variety of perspectives that allow us to engage with clients differently depending on their goals, life stage, and point of need. Whether in a wealth accumulation stage, or going through retirement and transition planning, we can help anticipate points of change and apply our experience in a way that is uniquely suited to them as individuals.
Morgan Stanley
2018 – Present
Financial Advisor
2018 – Present
Financial Advisor
AWARDS & ACCOLADES
Pacesetter's Club Member, 2024
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
Location
2550 Denali Street
Suite 1700
Anchorage, AK 99503
US
Direct:
(907) 263-5718(907) 263-5718
Toll-Free:
(800) 233-2511(800) 233-2511
Fax:
(907) 802-2278(907) 802-2278
Meet My Team
Jason Longlet
Vice President,Financial Advisor,Certified Financial Planner™
Phone:
(907) 263-5716(907) 263-5716
Alexander Yang
Client Service Associate
Phone:
(907) 263-5701(907) 263-5701
Aimee Woodley
Client Service Associate
Phone:
(907) 263-5722(907) 263-5722
About Lin May
Lin has been a Financial Advisor at Morgan Stanley since 1977 and is a founding partner of the May Longlet Cook Group at Morgan Stanley.
Throughout her career in the financial industry, Lin has focused on the unique challenges faced by women entrepreneurs. She has received numerous industry awards and recognition, including being named to the 2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State* and 2024 Forbes Best-In-State Wealth Management Teams**.
A longtime resident of Alaska, Lin resides in Anchorage with her husband. As a graduate of the College of New Rochelle (BA), Lin is an Investment Management Consultant Associates Member and was an Anchorage Senior Center Endowment Trustee Head of Investment Committee from 2001 to 2008.
Lin shows her love of nature as a member of the Master Gardener Association Anchorage Chapter and Audubon Society Anchorage AK Chapter.
*2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
**2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
Award Disclosure
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: CO, DC, RI, GA, CA, SD, OK, LA, FL, AZ, TX, SC, AK, TN, NY, IN, AL, NV, IA, CT, MS, MD, IL, MA, NE, MT, MN, HI, WI, OR, NC, MI, WA, VA, NM, ID; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2478577
Throughout her career in the financial industry, Lin has focused on the unique challenges faced by women entrepreneurs. She has received numerous industry awards and recognition, including being named to the 2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State* and 2024 Forbes Best-In-State Wealth Management Teams**.
A longtime resident of Alaska, Lin resides in Anchorage with her husband. As a graduate of the College of New Rochelle (BA), Lin is an Investment Management Consultant Associates Member and was an Anchorage Senior Center Endowment Trustee Head of Investment Committee from 2001 to 2008.
Lin shows her love of nature as a member of the Master Gardener Association Anchorage Chapter and Audubon Society Anchorage AK Chapter.
*2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC based on time period from 9/30/22 - 9/30/23.
**2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
Award Disclosure
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: CO, DC, RI, GA, CA, SD, OK, LA, FL, AZ, TX, SC, AK, TN, NY, IN, AL, NV, IA, CT, MS, MD, IL, MA, NE, MT, MN, HI, WI, OR, NC, MI, WA, VA, NM, ID; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2478577
Securities Agent: OK, AL, NV, IA, CT, MS, MD, IL, UT, RI, GA, CA, LA, FL, AZ, TX, SC, AK, MA, PA, NE, MT, MN, HI, WI, OR, NC, MI, KS, CO, WA, VA, NM, ID, DC, TN, NY, IN, SD; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Jason Longlet
Jason’s practice at Morgan Stanley strives to lead clients through life’s transitions and to bridge the gap between financial challenges and aspirations. He takes pride in working with clients on financial planning and wealth management strategies to support their financial & life goals.
Well versed in the newest technologies, Jason is dedicated to understanding his clients’ values and goals. Through an in-depth discovery process and commitment to on-going communication, he creates a customized wealth management plan that reflects both personal and professional goals. Jason takes the time to help ensure his clients understand the strategies behind each recommendation, so they remain informed and actively involved in working towards their own financial success.
Born and raised in Southcentral Alaska, Jason is a graduate of the University of Alaska Anchorage and continues to be very active on several boards throughout the community.
He resides in Eagle River with his wife and two children, where they enjoy many outdoor adventures as a family.
Securities Agent: ID, LA, NV, GA, VA, NY, WI, RI, HI, CO, WA, TX, OR, NC, MT, DC, AK, SC, IA, FL, SD, MI, CT, CA, AZ, PA, ME, MA, IL, MS, MD, AL, TN, NM, NE, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1807565
Well versed in the newest technologies, Jason is dedicated to understanding his clients’ values and goals. Through an in-depth discovery process and commitment to on-going communication, he creates a customized wealth management plan that reflects both personal and professional goals. Jason takes the time to help ensure his clients understand the strategies behind each recommendation, so they remain informed and actively involved in working towards their own financial success.
Born and raised in Southcentral Alaska, Jason is a graduate of the University of Alaska Anchorage and continues to be very active on several boards throughout the community.
He resides in Eagle River with his wife and two children, where they enjoy many outdoor adventures as a family.
Securities Agent: ID, LA, NV, GA, VA, NY, WI, RI, HI, CO, WA, TX, OR, NC, MT, DC, AK, SC, IA, FL, SD, MI, CT, CA, AZ, PA, ME, MA, IL, MS, MD, AL, TN, NM, NE, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1807565
Securities Agent: TX, AK, SC, ID, IA, FL, SD, MI, CT, CA, AZ, NV, GA, VA, NY, KS, WI, RI, HI, CO, PA, ME, MA, IL, UT, MS, MD, AL, TN, NM, NE, MN, LA, WA, OR, NC, MT, DC; General Securities Representative; Investment Advisor Representative
About Alexander Yang
Morgan Stanley 2012 - Present
Graduated Bartlett HS 2010
Graduated UAA 2015 Economics Major
Graduated Bartlett HS 2010
Graduated UAA 2015 Economics Major
About Aimee Woodley
Morgan Stanley 2020- Present
Graduated Chugiak HS 2002
Graduated UAA 2008 Computer Information and Office Systems
Graduated UAA 2020 Marketing Major
Graduated Chugiak HS 2002
Graduated UAA 2008 Computer Information and Office Systems
Graduated UAA 2020 Marketing Major
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
Ian McCormick
Private Banker
About Ian McCormick
Ian McCormick is a Private Banker serving Morgan Stanley Wealth Management offices in Oregon.
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.
Ian began his career in financial services in 2011, and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, he was a Director of Business Development at Fort West. He also served as a Production Manager-Loan Officer at Churchill Mortgage.
Ian is a graduate of Oregon State University, where he received a Bachelor of Science in Finance. He lives in Portland, Oregon with his family. Outside of the office, Ian enjoys hunting, fishing, skiing and rafting.
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.
Ian began his career in financial services in 2011, and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, he was a Director of Business Development at Fort West. He also served as a Production Manager-Loan Officer at Churchill Mortgage.
Ian is a graduate of Oregon State University, where he received a Bachelor of Science in Finance. He lives in Portland, Oregon with his family. Outside of the office, Ian enjoys hunting, fishing, skiing and rafting.
NMLS#: 845310
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
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
Article Image
Ready to start a conversation? Contact Brian Cook today.
1When 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Alternative 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.
4Morgan 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
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
10Morgan 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
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Alternative 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.
4Morgan 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
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
10Morgan 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)
