Jason Taggart
Private Banker
Morgan Stanley Private Wealth Management
Cameron McDonough
Senior Vice President,
Private Wealth Advisor
Direct:
(561) 657-4516(561) 657-4516
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Cam McDonough is a seasoned financial advisor with eight years of experience guiding entrepreneurs, business owners, and their families through the complexities of wealth management. As a Senior Vice President at Morgan Stanley Private Wealth Management, he delivers highly tailored investment advice and comprehensive planning strategies designed to meet each client’s unique objectives.
Cam was recruited out of college to Lennar Mortgage's Corporate Management Training Program, where he rotated through each department of the company to advise on corporate strategy and drive operational efficiency. That experience provided him with firsthand insight into the mortgage industry and the intricacies of corporate financial operations. He then joined JPMorgan Private Bank, where he advanced through a variety of roles before ultimately managing his own book of high-net-worth families. His professional focus has always been on delivering highly specific, tailored investment advice to help clients preserve and grow their wealth across generations.
A graduate of the University of Miami, Cam remains actively engaged in his community, serving on the Board of Directors of the Lighthouse of Broward. Outside of his professional life, he enjoys golf, skiing, traveling, and spending time outdoors. A lifelong South Floridian, Cam and his wife, Isabelle, reside in Fort Lauderdale, FL, with their miniature dachshund, Noodle.
Cam was recruited out of college to Lennar Mortgage's Corporate Management Training Program, where he rotated through each department of the company to advise on corporate strategy and drive operational efficiency. That experience provided him with firsthand insight into the mortgage industry and the intricacies of corporate financial operations. He then joined JPMorgan Private Bank, where he advanced through a variety of roles before ultimately managing his own book of high-net-worth families. His professional focus has always been on delivering highly specific, tailored investment advice to help clients preserve and grow their wealth across generations.
A graduate of the University of Miami, Cam remains actively engaged in his community, serving on the Board of Directors of the Lighthouse of Broward. Outside of his professional life, he enjoys golf, skiing, traveling, and spending time outdoors. A lifelong South Floridian, Cam and his wife, Isabelle, reside in Fort Lauderdale, FL, with their miniature dachshund, Noodle.
Securities Agent: VA, CT, NM, MS, IA, CA, AL, AK, ND, MT, MN, MD, CO, WV, UT, NV, FL, NJ, NE, MI, MA, LA, WA, OR, KY, DE, AZ, VT, OK, MO, KS, TN, NH, NC, IN, DC, ID, AR, WI, SC, RI, OH, NY, HI, WY, VI, TX, SD, PR, PA, ME, IL, GA; General Securities Representative; Investment Advisor Representative
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.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Family Office Resources
Our team at Morgan Stanley combines their years of expertise and knowledge to help clients of substantial wealth simplify and manage their complex financial lives so that their families can live the lifestyle that they wish. Our team's goal is to be an extension of your family.
Family Office Resources help clients and financial advisors utilize an expansive suite of highly specialized resources to address complex challenges of managing significant wealth so clients may make complicated decisions confidently.
Morgan Stanley Family Office
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
Wealth Education
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It is not always easy, but starting the conversation is a key step in long-term wealth planning.
Family Governance
For ultra-high net worth families involved in a shared enterprise—whether running a family business, managing a family office, or investing collectively—establishing a robust decision-making framework is essential. In other words, a well-defined family governance system provides the structure needed to guide choices and preserve unity.
Business Succession Planning
Selling a business should be the reward for years of entrepreneurial savvy and hard work. Here's how to make the process go smoothly.
Trust and Estate Planning
With you every step of the way. We analyze your tax and estate structures so that their tax characteristics are accurately incorporated in the asset allocation analysis performed for the client.
Philanthropic Planning
Your set of philanthropic objectives is as personal as your vision of a better world. Determining your objectives, however, can be challenging when there are so many worthy causes and so many unmet needs.
Client Resources
Morgan Stanley provides a range of client and financial planning resources to support your investment and wealth management needs. With tools for easy access to your investments and personalized planning strategies, you can effectively manage your financial goals.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, along with convenient connectivity.
MS Reserved
Detailed Market commentary from Morgan Stanley's though leaders on topics such as global equities, fixed income, monetary policy and more.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
LifeView Intelligent Planning
ifeView is a suite of planning tools that includes goal-specific analysis that I can use with my clients to create a holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
CashPlus: A Modern Alternative to Banking
With a CashPlus brokerage account, you can manage your cash and get more value, more protection, and a seamless digital experience. Contact me to discuss or click here. Terms apply.
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.
Location
450 Royal Palm Way 5th
Fl
Palm Beach, FL 33480
US
Direct:
(561) 657-4516(561) 657-4516
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
Rob Ward
Private Banker
Frank Hammad
Private Banker
Brad Burton, CFA, CFP®
Financial Planning Director, Vice President
Bill Burnett
Trust Specialist
About Jason Taggart
Jason Taggart is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Georgia.
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.
Jason began his career in financial services in 2002, and joined Morgan Stanley in 2014. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as an Operations Supervisor at PHH Mortgage.
Jason is a graduate of Florida State University, where he received both a Bachelor of Science in Finance and a Master of Business Administration in Finance. He lives in Sandy Springs, Georgia with his family. Outside of the office, Jason enjoys spending time with family, attending his kids sporting events, traveling, watching college football, and coaching his daughters’ softball team.
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.
Jason began his career in financial services in 2002, and joined Morgan Stanley in 2014. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as an Operations Supervisor at PHH Mortgage.
Jason is a graduate of Florida State University, where he received both a Bachelor of Science in Finance and a Master of Business Administration in Finance. He lives in Sandy Springs, Georgia with his family. Outside of the office, Jason enjoys spending time with family, attending his kids sporting events, traveling, watching college football, and coaching his daughters’ softball team.
NMLS#: 652503
About Rob Ward
Rob Ward is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.
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.
Rob began his career in financial services in 2001, and rejoined Morgan Stanley in 2019. Rob has over 8 years of experience as a Private Banker at the firm. Prior to joining the firm, he was a Client Advisor with Seaside National Bank & Trust. He also served as a Wealth Management Banker at Merrill Lynch and an Institutional Fixed Income Sales Representative at Vining Sparks IBG, LLP.
Rob is a graduate of Florida State University, where he received a Bachelor of Science in Business Management. He lives in Fort Lauderdale, Florida with his family. Outside of the office, Rob enjoys spending time with family, watching Florida State football, and being outdoors.
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.
Rob began his career in financial services in 2001, and rejoined Morgan Stanley in 2019. Rob has over 8 years of experience as a Private Banker at the firm. Prior to joining the firm, he was a Client Advisor with Seaside National Bank & Trust. He also served as a Wealth Management Banker at Merrill Lynch and an Institutional Fixed Income Sales Representative at Vining Sparks IBG, LLP.
Rob is a graduate of Florida State University, where he received a Bachelor of Science in Business Management. He lives in Fort Lauderdale, Florida with his family. Outside of the office, Rob enjoys spending time with family, watching Florida State football, and being outdoors.
NMLS#: 799983
About Frank Hammad
Frank Hammad is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.
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.
Frank began his career in financial services in 2000 and joined Morgan Stanley in 2010 as a Commercial Real Estate Banker. Prior to joining the firm, he was a Commercial Real Estate Banker at BB&T.
Frank is a graduate of the University of Miami, where he received a Bachelor of Business Administration in International Marketing and Business Management, and Nova Southeastern University, where he received his Master’s in International Business Administration. He lives in Plantation, Florida with his family. Outside of the office, he enjoys football and hockey.
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.
Frank began his career in financial services in 2000 and joined Morgan Stanley in 2010 as a Commercial Real Estate Banker. Prior to joining the firm, he was a Commercial Real Estate Banker at BB&T.
Frank is a graduate of the University of Miami, where he received a Bachelor of Business Administration in International Marketing and Business Management, and Nova Southeastern University, where he received his Master’s in International Business Administration. He lives in Plantation, Florida with his family. Outside of the office, he enjoys football and hockey.
NMLS#: 798426
About Brad Burton
Brad Burton is a vice president and financial planning director serving Morgan Stanley’s Palm Beach market. He is responsible for helping Financial Advisors’ clients and prospects with their financial planning needs.
Brad began his career in financial services in 2010 and joined Morgan Stanley in 2020. Prior to his current role, he held senior investment and planning positions with J.P. Morgan, Northwestern Mutual and TIAA, working closely with high-net-worth and ultra-high-net-worth families.
Brad earned his MBA in finance and is currently in the process of completing his Master of Taxation. He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNERTM Professional.
He currently resides in Weston, FL with his wife Marisa, three children, and their dog, Wally. In their spare time they enjoy hiking, going to the beach and trying all the local restaurants.
4855 Technology Way | Boca Raton, FL 33431
W: 561-650-7571
Morgan Stanley Smith Barney LLC. Member SIPC.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Brad began his career in financial services in 2010 and joined Morgan Stanley in 2020. Prior to his current role, he held senior investment and planning positions with J.P. Morgan, Northwestern Mutual and TIAA, working closely with high-net-worth and ultra-high-net-worth families.
Brad earned his MBA in finance and is currently in the process of completing his Master of Taxation. He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNERTM Professional.
He currently resides in Weston, FL with his wife Marisa, three children, and their dog, Wally. In their spare time they enjoy hiking, going to the beach and trying all the local restaurants.
4855 Technology Way | Boca Raton, FL 33431
W: 561-650-7571
Morgan Stanley Smith Barney LLC. Member SIPC.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
About Bill Burnett
As Executive Director and Trust Specialist, Bill is responsible for helping Financial Advisors, clients, prospects and the legal community to understand and utilize Morgan Stanley’s Trust Services and its “open architecture” corporate trustee platform. He’s available to meet with clients, conduct conference calls, review trust documents and explain to estate planning attorneys the numerous fiduciary solutions our platform can provide. Bill covers the Southeast region and is based in West Palm Beach, FL.
Bill has over 25 years of experience as a comprehensive wealth advisor developing trust and investment management relationships with families, business owners, executives and institutions. Bill cultivated this experience at firms such as Northern Trust, BNY Mellon, The Private Bank at Bank of America, and Merrill Lynch. He holds the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) professional designations. He is a graduate of the University of North Texas with a Bachelor of Arts degree in Interpersonal Communications and Public Address and earned his way through college on a soccer scholarship. He has lived in Florida since 1994.
Bill has over 25 years of experience as a comprehensive wealth advisor developing trust and investment management relationships with families, business owners, executives and institutions. Bill cultivated this experience at firms such as Northern Trust, BNY Mellon, The Private Bank at Bank of America, and Merrill Lynch. He holds the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) professional designations. He is a graduate of the University of North Texas with a Bachelor of Arts degree in Interpersonal Communications and Public Address and earned his way through college on a soccer scholarship. He has lived in Florida since 1994.
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
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 trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley 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.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
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 trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley 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.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
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.
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
Article Image
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC (“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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC (“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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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 | Morgan Stanley
CRC 4237142 (02/2025)