Christine Mastrocola
Vice President, Chief of Staff, Financial Planning Specialist
Phone:
(617) 570-9414(617) 570-9414
Morgan Stanley Private Wealth Management
Brian Strachan
Managing Director, Private Wealth Management,
Private Wealth Advisor,
Global Sports and Entertainment Director
Direct:
(617) 570-9240(617) 570-9240
My Mission Statement
Significant wealth is complex, and it requires significantly superior care. For over 35 years, our commitment to our clients has been centered on providing unparalleled service that goes beyond expectations. You have goals for your lifestyle, your family, and your legacy, and we empower you to achieve those goals by delivering comprehensive wealth planning solutions.
Meet Brian Strachan
The Strachan Group at Morgan Stanley Private Wealth Management is a comprehensive Wealth Management team combining decades of experience with Morgan Stanley’s strength, stature and resources.
Your financial success is my team’s first priority. We look forward to combining our experience and skills to help you address the challenges and complexities of wealth so that you can accomplish things in life that are essential to you.
We know how hard you worked to accumulate your wealth, and we are committed to working together to keep your goals in focus.
2008-2009, 2014-2015, 2016-2020 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016-2020). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2019, 2021-2022 Forbes America's Top Wealth Advisors
Source: Forbes.com (2019, 2021-2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
Barron's Top 50 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2020) Data compiled by Barron's based on time period from Dec 2018 - Dec 2019.
2012-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2012-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
2023 Forbes Best-in-State Wealth Management Teams
Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2013) Data compiled by Financial Times based on data as of 12/31/12.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
Your financial success is my team’s first priority. We look forward to combining our experience and skills to help you address the challenges and complexities of wealth so that you can accomplish things in life that are essential to you.
We know how hard you worked to accumulate your wealth, and we are committed to working together to keep your goals in focus.
2008-2009, 2014-2015, 2016-2020 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016-2020). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2019, 2021-2022 Forbes America's Top Wealth Advisors
Source: Forbes.com (2019, 2021-2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
Barron's Top 50 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2020) Data compiled by Barron's based on time period from Dec 2018 - Dec 2019.
2012-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2012-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
2023 Forbes Best-in-State Wealth Management Teams
Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2013) Data compiled by Financial Times based on data as of 12/31/12.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
Accolades:
- Brian Strachan Named to Barron's Top 100 Advisors 2016-2020
- Brian Strachan Named to Barron's Top 50 Private Wealth Advisory Teams 2020
- Brian Strachan Named to Forbes America's Top Wealth Advisors 2021-2022
- Brian Strachan Named to Barron's Top 1200 Financial Advisors 2021-2022
- Brian Strachan Named to Forbes Best-In-State Wealth Advisors 2022
- The Strachan Group Named to Forbes Best-In-State Wealth Management Teams 2023
Securities Agent: ME, GA, FL, MT, LA, CT, NC, IL, WY, VT, VA, SC, RI, MI, UT, PA, OH, NY, NH, DE, AL, TX, TN, OR, NJ, CA, AZ, NV, MD, MA, KY, IN, CO, WA, NM; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1270190
CA Insurance License #: 0B09227
NMLS#: 1270190
CA Insurance License #: 0B09227
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
WHO WE WORK WITH
Our clients are primarily successful professionals, athletes & entertainers, business owners, families and executives: some of whom are at the height of their careers, some of whom are approaching retirement, and all of whom are our first priority. We take great pride in the fact that our clients come to us not only for investment assistance, but guidance on virtually all financial matters. We are often asked to meet with children or grandchildren so they can better understand the responsibilities that come with the wealth they will inherit someday. And when we do not have all the answers, we can draw upon the extensive resources of Morgan Stanley, one of the world’s most respected financial services firms.
Athletes & Entertainers
Morgan Stanley's Global Sports & Entertainment is a highly specialized wealth management division, dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals in the sports and entertainment industry. The Strachan Group can help you navigate these complex situations - our story begins with you. Delivering the powerful resources of Morgan Stanley, we work to translate your goals into a financial strategy designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.
Working Professionals
Understanding your goals is an important part of our relationship. We provide valuable guidance to working professionals in developing a comprehensive financial plan to achieve your short - and long-term goals. As a team we offer advice on topics such as budgeting, debt management, retirement planning, investment strategies, and tax planning strategies. We help you navigate major life changes such as starting a family, buying a home, or changing careers. Our goal is to help you make informed decisions and take control of your financial future.
Business Owners
We play an important role in helping business owners manage their finances and make strategic decisions. We can provide guidance on topics such as cash flow management, investment strategies, risk management, and tax planning strategies. We can help business owners navigate complex financial regulations and provide advice on financial issues that may arise during the life cycle of the business. By working with us, business owners can make informed decisions and better position their business for long-term success.
Families
Helping families navigate complex financial decisions and develop a plan to achieve their financial goals is something we pride ourselves on. We will provide guidance on topics such as debt management, retirement planning, investment strategies, tax planning, and estate planning strategies. Our team helps families navigate major life events such as marriage, divorce, and the birth or adoption of children. By working with us families can make informed decisions and better position themselves for long-term financial stability and success.
Next-Gen Clients
Working with Next-Gen clients involves understanding your unique financial goals, values, and challenges. Next Gen clients are often more technologically savvy and value transparency and personalized services. Therefore, we adapt to their preferences, leverage technology to enhance your services, and communicate effectively to build strong relationships and trust with this generation of clients.
Intergenerational Wealth Planning
Highly-skilled accountants and estate attorneys are vital to constructing sound wealth-transfer plans, but sometimes it is the matters these experts cannot address that pose the greatest challenges. Each family is unique of course. That said, many families do share common stresses and concerns that can foster conflict.
Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025 . Check back soon for details on upcoming events.
Morgan Stanley Private Wealth Management Virtual Client Conversation Series
Series of exclusive experiences for PWM clients providing an opportunity to interact with prominent thought leaders from the worlds of finance, government, media, the arts and academia.
Online
Exclusive Insights & Perspectives from Women Thought Leaders
Opportunity for PWM clients to hear powerful insights and diverse perspectives from women thought leaders on timely topics such as the economy, philanthropy and leadership.
Online
Disruption, Reinvention and Leadership, Featuring Rich Barton
The founder of Expedia, Glassdoor and Zillow offered a first-hand account of his adventures in disrupting the most tradition bound industries, as well as his take on leadership in times of turmoil.
Online
Building a Winning Culture, Featuring Joe Lacob
A prominent authority on the intersection of sports and business discussed how he built a winning culture on the basketball court and as a business. Hear his thoughts on how COVID-19 reshaped the sports world.
Online
Morgan Stanley Comprehensive Suite of Modern Wealth Tools
Our goal at The Strachan Group is to provide our clients with resources meant to transform complex financial analysis and research into concise and easily digestible content.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online today
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
A $695 Annual Engagement Bonus
For eligible Platinum CashPlus brokerage account clients with The Platinum Card® from American Express Exclusively for Morgan Stanley. Certain Morgan Stanley Debit Cardholders may also qualify. Terms apply.
Click Here to Learn More
Capital Markets
An integrated organization across fixed income, equities, and structured investments leveraging the thought leadership of Morgan Stanley Research and dedicated product specialists to identify key investment opportunities to help enhance the growth potential of diversified portfolios.
Alternative Investments
Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get started today
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll Today
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platforms.
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit our Security CenterMorgan Stanley Blue Cash Preferred® American Express Card
A very welcoming offer. Earn a $250 statement credit with the Morgan Stanley Blue Cash Preferred® American Express Card.
Terms apply. Learn More.Location
28 State Street
Fl
Boston, MA 02109
US
Direct:
(617) 570-9240(617) 570-9240
Fax:
(617) 557-6907(617) 557-6907
Meet My Team
Jennifer O'Neill
Private Wealth Management Registered Client Service Associate, Financial Planning Specialist
Phone:
(617) 570-9425(617) 570-9425
Alexandra Corsetti
Private Wealth Portfolio Associate, Financial Planning Specialist
Phone:
(617) 570-9511(617) 570-9511
Austin Masel
Private Wealth Management Registered Client Service Associate
Phone:
(617) 570-9245(617) 570-9245
Bryce McNally
Private Wealth Management Client Service Associate
Phone:
(617) 570-9232(617) 570-9232
About Christine Mastrocola
Christine is the Private Wealth Management Chief of Staff for The Strachan Group at Morgan Stanley. Prior to joining the firm in June, 2011, Christine began her financial services career as a Sales Assistant at FSP Investments, LLC.
For the Strachan Group, Christine oversees the management of the team and their service standard. Additionally, she focuses on business development, maintaining and growing client relationships, preparing custom performance reports for client reviews, and coordinating alternative investments and separately managed accounts. Christine is FINRA licensed and holds the Series 7, 66 and 31, and holds Life and Health Insurance licenses.
Christine graduated from St. Lawrence University with a Bachelor of Arts in Economics. She grew up in Connecticut and currently resides on the North Shore of Boston. In her spare time, Christine enjoys travelling, riding her Peloton, baking and playing Pickleball.
For the Strachan Group, Christine oversees the management of the team and their service standard. Additionally, she focuses on business development, maintaining and growing client relationships, preparing custom performance reports for client reviews, and coordinating alternative investments and separately managed accounts. Christine is FINRA licensed and holds the Series 7, 66 and 31, and holds Life and Health Insurance licenses.
Christine graduated from St. Lawrence University with a Bachelor of Arts in Economics. She grew up in Connecticut and currently resides on the North Shore of Boston. In her spare time, Christine enjoys travelling, riding her Peloton, baking and playing Pickleball.
About Jennifer O'Neill
Jenny joined The Strachan Group at Morgan Stanley in October, 2009. Jenny oversees performance monitoring, portfolio holdings and generating customized client reports. Jenny also focuses on implementing comprehensive financial plans for clients. By discussing specific short and long-term goals and gathering the necessary information, Jenny is able to better capture all facets of an individual’s life. Jenny is FINRA licensed and holds the Series 7, 66 and 31, and holds Life and Health Insurance licenses.
Jenny’s other main focus is providing all administrative and operational support to our client’s family foundations. With the help of Morgan Stanley’s Philanthropic Services, Jenny assists with all grant requests, proposals, site visits, donations, and all documentation for any distributions given.
Jenny graduated with a Bachelor of Arts in Psychology from Georgetown University. She currently resides in Wellesley, Massachusetts with her husband and three daughters. In her spare time, Jenny enjoys playing tennis, cooking and traveling.
Jenny’s other main focus is providing all administrative and operational support to our client’s family foundations. With the help of Morgan Stanley’s Philanthropic Services, Jenny assists with all grant requests, proposals, site visits, donations, and all documentation for any distributions given.
Jenny graduated with a Bachelor of Arts in Psychology from Georgetown University. She currently resides in Wellesley, Massachusetts with her husband and three daughters. In her spare time, Jenny enjoys playing tennis, cooking and traveling.
About Alexandra Corsetti
Ali joined Morgan Stanley in 2021 as a Private Wealth Management Associate, where she manages client service and supports operational efforts for high-net-worth clients. Ali has strong knowledge of alternative investments, contributing to her expertise in providing strategic financial solutions. Prior to Morgan Stanley, Ali began her career at UBS Financial Services, focusing on client relationships and trading operations. Ali holds Series 7, Series 66, and Massachusetts life/health insurance licenses. She earned a BA in Economics with a minor in Political Science from Union College and resides in Boston, MA.
Additionally, Brandon manages the team marketing, cash management, and assists with daily ad hoc requests. Brandon is FINRA licensed and holds the SIE, Series 7, and Series 66.
Brandon graduated from Providence College with a Bachelor of Science in Finance. In his spare time, Brandon enjoys golfing, fishing, and skiing. He currently resides just outside of Boston on Revere Beach.
Additionally, Brandon manages the team marketing, cash management, and assists with daily ad hoc requests. Brandon is FINRA licensed and holds the SIE, Series 7, and Series 66.
Brandon graduated from Providence College with a Bachelor of Science in Finance. In his spare time, Brandon enjoys golfing, fishing, and skiing. He currently resides just outside of Boston on Revere Beach.
About Austin Masel
Austin joined The Strachan Group in June, 2021. In his role as a Private Wealth Management Registered Associate, Austin assists with syndicate and secondary offerings, onboards new client relationships, and implements managed investment strategies. Additionally, he assists with alternative investments, client requests and cash operations. Austin is FINRA licensed and holds the SIE, Series 7, and Series 66..
Austin graduated from Holy Cross where he majored in Economics and minored in Chinese (Mandarin). Austin played on the varsity baseball team for four years at Holy Cross and spent two summers playing in the Cape Cod Baseball League with the Falmouth Commodores. Currently, Austin lives in the North End of Boston. In his free time, he enjoys golf, biking and playing baseball in the Intercity League.
Austin graduated from Holy Cross where he majored in Economics and minored in Chinese (Mandarin). Austin played on the varsity baseball team for four years at Holy Cross and spent two summers playing in the Cape Cod Baseball League with the Falmouth Commodores. Currently, Austin lives in the North End of Boston. In his free time, he enjoys golf, biking and playing baseball in the Intercity League.
About Bryce McNally
Bryce joined The Strachan Group in May, 2022. In her role as Private Wealth Management Client Service Associate, Bryce handles administrative and operational tasks for the team and clients, planning and coordinating client events, and assists with the team’s marketing.
Bryce graduated from the University of Massachusetts Amherst with a Bachelor of Arts in English. Currently, she resides in Quincy. When not at work, you can find Bryce spending time with friends and family, reading and walking along the beach.
Bryce graduated from the University of Massachusetts Amherst with a Bachelor of Arts in English. Currently, she resides in Quincy. When not at work, you can find Bryce spending time with friends and family, reading and walking along the beach.
Wealth Management
Global Investment Office
Portfolio Insights
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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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
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
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.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
2Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
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.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 4237142 (02/2025)
