Connor Strachan
First Vice President,
Financial Advisor,
Workplace Advisor - Equity Compensation,
Global Sports and Entertainment Associate Director
Direct:
(617) 570-9451(617) 570-9451
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 Connor Strachan of The Strachan Group at Morgan Stanley
Connor is a Financial Advisor at The Strachan Group, where he helps affluent families develop and implement comprehensive and holistic wealth management strategies. Utilizing the resources of Morgan Stanley Private Wealth Management, Connor advises clients on all aspects of wealth planning, including asset allocation, manager selection, legacy and trust planning, cash management, and philanthropic services.
With a background in professional football, including a career in the National Football League and the XFL, Connor brings a unique perspective and determination to his work. Prior to his time in professional football, he was a four-year starter on the Boston College varsity football team, and a graduate of the Carroll School of Management.
Connor is FINRA licensed and holds the SIE, Series 7, and Series 66. He also has Life and Health insurance licenses along with the Morgan Stanley financial planning specialist designation. In his spare time, he enjoys exercise, golfing, and mentoring younger athletes. A native of Wellesley, Massachusetts, Connor currently resides in the Back Bay neighborhood of Boston.
With a background in professional football, including a career in the National Football League and the XFL, Connor brings a unique perspective and determination to his work. Prior to his time in professional football, he was a four-year starter on the Boston College varsity football team, and a graduate of the Carroll School of Management.
Connor is FINRA licensed and holds the SIE, Series 7, and Series 66. He also has Life and Health insurance licenses along with the Morgan Stanley financial planning specialist designation. In his spare time, he enjoys exercise, golfing, and mentoring younger athletes. A native of Wellesley, Massachusetts, Connor currently resides in the Back Bay neighborhood of Boston.
Awards & Recognitions
- Connor Strachan Named to Pacesetter's Club 2022, 2023, 2024, 2025.
- The Strachan Group at Morgan Stanley Named to Forbes Best-In-State Wealth Management Teams 2023-2025
- Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based on time period from 3/31/23 – 3/31/24. https://mgstn.ly/3wb7pSG
Securities Agent: UT, SC, OR, IN, FL, DE, NY, MA, CA, NJ, NH, LA, GA, CT, AZ, TN, RI, OH, KY, AL, VA, CO, WA, MD, IL, WY, VT, ME, TX, PA, NV, NM, NC, MT, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 2212913
CA Insurance License #: 4336403
NMLS#: 2212913
CA Insurance License #: 4336403
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Key Life Events
The Strachan Group at Morgan Stanley believes that identifying financial solutions begins with a solid understanding of each family's situation, goals, objectives and risk tolerance. We follow a disciplined process to help guide you and your family through your life journey. We align our efforts with your family's interests, providing a road map focused on what is most important to you.
Birth
Welcoming a child into the family is a joyous occasion for everyone. As your trusted advisor, we will help you plan and prepare for the financial components that a new child might introduce to your lives.
Learn More About Giving to Children
Education
Education is a major investment that often requires years of careful, advanced planning. As educational costs continue to rise - from primary education through undergraduate, graduate and professional schools - we will work together to implement the appropriate funding strategies for your needs.
529 Plans: A Powerful Tool to Save for Education
Marriage
There are few events more exciting than tying the knot with the person you love. Managing your wealth is a critical component to maintaining a long, fruitful marriage. Also, helping fund your child's wedding is a goal for many parents and grandparents.
6 Money Questions to Ask Your Partner Before You Commit
Liquidity Events
Selling a business should be the reward for years of entrepreneurial savvy and hard work. The eventual sale is an integral part of your retirement planning. Here’s how to make the process go smoothly.
Preparing for the Transaction of a Lifetime
Retirement
Some people look forward to retirement as their time to relax and enjoy the fruits of their decades-long career. Others worry about their ability to support their lifestyle given certain life challenges. Saving for retirement is a lifelong process that relies on defined financial planning strategies.
Learn More About Retirement Planning
Wealth Transfer
Dealing with eventual transfer of wealth is intense and challenging. Aside from coping with the loss of a loved one, legal matters also require immediate attention, including the administration of the estate. Even though it is a difficult conversation to have, we will help you determine your estate planning goals to minimize conflict and confusion for your loved ones when legacy is passed on.
Learn More About Estate PlanningWHO 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.
PLANNING FOR YOUR FAMILY'S FINANCIAL NEEDS
Trust & Estate Planning
Conversation about your estate and legacy are never easy. Our team will be with you every step of the way to help analyze your estate structures so that your needs are efficiently and thoroughly addressed.
Common Questions
Family Governance
Most families either never address their governance needs or wait until they are in a crisis—picking up the pieces afterwards—before they finally get serious about creating and implementing a robust family governance system.
Learn More
Wealth Education
Financial literacy means being empowered with the knowledge to make smarter financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
Learn More
Alternative Investments
Our leading alternatives platform offers 200+ 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
Philanthropic Goals
Magnify the impact of your philanthropic efforts by defining a clear mission and maintaining your focus, including advice on how to govern a family foundation to maintain alignment with your goals.
Learn More
Tax-Savvy Ways to Give
Many of our clients would like to support the causes and people they care about and also save on taxes. Fortunately, we're well versed on strategies that may help you accomplish both. If you’re inclined to help others, consider these tax-efficient ways to make your giving go further.
Learn MoreWhat We Provide
Morgan Stanley's comprehensive suite of digital tools are designed to enhance every aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that are available.
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. The content below aim to offer insight into the modern market and economic landscape.
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. The content below aim to offer insight into the modern market and economic landscape.
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.
Closed-End Funds
Pooled-asset portfolios that use leverage while accessing a broader opportunity set that includes private investments and other less-liquid, differentiated assets with access to timely offerings from the top asset managers in the industry.
Alternative Investments
Our leading alternatives platform offers 200+ 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
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
Donor Advised Funds (DAF)
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
MS GIFT
Morgan Stanley Portfolio Solutions
Portfolios that harness Morgan Stanley's industry-leading advice, resources and risk management—calibrated to your specific goals.
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 Center
Unit Investment Trusts
Idea-driven portfolios that turn innovative trends, themes and insights into powerful investments across asset classes and market sectors with access to third-party and proprietary investment selections based on industry-leading research from across the full scale and global reach of the firm.
Morgan Stanley UITs
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn More
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
Insured Solutions
As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property & casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Insured Solutions
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.
Location
28 State Street 32th
Fl
Boston, MA 02109
US
Direct:
(617) 570-9451(617) 570-9451
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
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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
Ready to start a conversation? Contact Connor Strachan today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
7Alternative 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.
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
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
7Alternative 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.
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)
