Welcome

Dan Gieseke joined Morgan Stanley in 2007. He holds the Senior Portfolio Manager designation, which allows him to offer portfolio services directly to his clients, rather than relying on third-party managers. Dan prides himself on having a personal approach, freeing his clients to think about giving back to their communities with their time, talent, and treasure.

Dan is actively involved in leading men's Bible study, youth sports, and local homeless outreach. He holds a BA in Business/Economics from Wheaton College (IL), where he was a member of the Track & Field Team and competed in the triple jump event. Dan currently lives in Redwood City with his wife and three children.
Services Include
Securities Agent: OK, WI, NJ, KY, ID, NY, MA, SC, MT, WY, WA, UT, PA, TN, SD, KS, OH, OR, GA, CO, CT, CA, AZ, NC, MO, NV, MI, MN, TX, VT, VA, NM, MD, NH, IN, AL, DE, FL, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1261796
CA Insurance License #: 0H06601
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 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $547 billion in AUM
  • Comprising 34% of the Barron’s Top 100 Financial Advisors list for 2021
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of intere

Founders & Executives

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    Qualified Small Business Stock (QSBS)
    Tax planning is riddled with complexities and the endless acronyms render these complexities even more confusing. Nonetheless, we believe that founders, executives and employees of startups should pay attention to one acronym in particular: Qualified Small Business Stock, or QSBS.
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    Pre-IPO Planning
    Companies are staying private longer, transforming how executives and early employees think about equity wealth. As such, private company executives’ desire for pre-IPO liquidity has become increasingly important. Some early employees have built sizeable net worth on paper but have limited ready liquidity. Fortunately, the options for pre-IPO liquidity have expanded in recent years.
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    Equity Compensation
    Equity compensation is a powerful tool that can help you accumulate wealth. However, it can also create financial planning challenges – including increased risk. Read the Barron's article for exclusive insights from Morgan Stanley Senior Investment Strategist, Steve Edwards, on the risks of concentrated positions and the importance of diversification.
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Events & Education

We believe that proper financial education leads to better insights into our investment strategy, overall discipline, and ultimately, better long term decisions. For our team, it is very important that our clients are provided with timely and informative resources to assist with their unique situations and financial needs.
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    Past Event: Market Outlook with Dan Skelly
    Our team hosted Dan Skelly, Managing Director and Head of Morgan Stanley’s Wealth Management Market Research & Strategy Team, for a discussion on the US stock market outlook, the maturation/global competition for AI, and potential Trump policy impacts.
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    Thoughts On The Market Podcast
    With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
    Listen Here
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    Market Essentials
    Market Essentials is a quarterly resource that breaks down market movements and trends in a digestible way. The content in this report is tailored to the everyday investor who wants to stay informed about what is driving markets without getting bogged down in financial jargon.
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    GIC On the Markets: Monthly Publication
    Take a look at the latest edition of “On the Markets,” a monthly collection of the most timely research and strategy from Morgan Stanley thought leaders, such as Chief Investment Officer, Lisa Shalett.
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    Alternative Investments Overview
    As a pioneer and innovator in the industry, Morgan Stanley offers access to our platform of alternative investments.

    Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
    Watch Here
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    Private Markets Overview
    Many of today’s companies stay private longer, with more of their valuation being created before they become publicly traded. Morgan Stanley Private Markets connects a broad network of potential private investors in an accessible ecosystem, allowing eligible clients to invest directly, or buy and sell shares of private companies.
    Watch Here

Family Wealth Services

We get involved and strive to quarterback each financial decision and advise on anything with a dollar sign associated. We can help you with all areas of your financial life regardless of the complexity. Our job is to keep your financial life organized and remove you from the day-to-day management of your finances. Morgan Stanley has over 90 years of experience in managing the wealth for the wealthiest families in the world and we utilize our in-house professionals to provide guidance when needed.

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    Forming Your Financial Team
    • Create a strategic plan for achieving your financial goals & objectives
    • Align you with CPAs and Estate Attorneys within our network
    • Connect you with the best resources at Morgan Stanley – estate planning, philanthropy, and private bankers
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    Investment Management
    • Create a portfolio and allocation that aligns with your financial objectives
    • Access to private investments such as private equity, private credit, venture, and real estate
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    Diversification Strategies for Founders & Executives
    • Implement and execute 10b5-1 plan for corporate executives
    • Create a multi-year diversification strategy to achieve financial flexibility
    • QSBS stacking – gifting founders shares to other entities
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    Tax Planning
    • Coordinate with your CPA to discuss tax impacts when applicable
    • Send your CPA quarterly income and cap gains summary
    • Strategies to reduce estate tax impact
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    Risk Management
    • Property, casualty, and umbrella insurance to protect your estate against litigation
    • Anonymity strategies to protect you and your family identity
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    Family Office Support
    • Comprehensive reporting: balance sheet summary, investment performance, and tax analysis
    • Coordinate with your CPA and estate planning attorney
    • Guidance on best practices for setting up a family office or hiring a family office employee
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    Family Governance & Wealth Education
    • Strategy discussions regarding the distribution of your estate to your beneficiaries
    • Guidance and best practices as around how and when to discuss the wealth with your kids
    • Financial education curriculum with our family governance team
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    Philanthropic Planning
    • Create a philanthropic mission statement
    • Provide best practices and guidance when making grants or commitments to charities
    • Determine which non-profits align with your mission

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

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    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

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    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
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    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
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    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
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    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
US
Direct:
(650) 926-7121(650) 926-7121
Toll-Free:
(800) 624-7248(800) 624-7248
Fax:
(650) 425-3371(650) 425-3371

Meet My Team

About Matthew Sheehan

Matt Sheehan is a Managing Director with Morgan Stanley’s Menlo Park office. He joined Morgan Stanley in 1999 and became part the firm's Private Wealth Management Group in 2015. Matt is one of a select few advisors to earn the “Family Wealth Director” designation, given to those who have had extensive experience and education in assisting high net worth families manage their financial and estate planning affairs. He is a Senior Portfolio Management Director, enabling him to offer portfolio services directly to his clients, rather than relying on third-party managers.

Matt holds an Economics degree from Loyola Marymount University and sits on his alma mater's Board of Regents, remaining involved in LMU's community relations, fundraising, alumni, and student engagement. He is also an active Advisor Steering Committee Member at the Catholic Community Foundation. Matt lives in Redwood City with his wife, Paula, and his kids, Natalie and Lucas.
Securities Agent: MD, MA, OR, CT, CO, CA, AL, OK, AZ, OH, NY, NV, NM, NJ, NH, AK, NE, NC, MT, MO, MN, MI, PA, WY, WI, WA, VT, VI, SC, SD, TN, TX, UT, VA, KY, KS, IN, IL, ID, HI, GA, FL, DE, DC; General Securities Representative; Investment Advisor Representative

About Alex Oberle

Early in my life, I developed a habit of working hard to accomplish my goals. Like most kids growing up, I had the dream of playing professional baseball. While I did not reach my dream, I was fortunate to earn a Division I baseball scholarship to attend South Dakota State University. Before going to South Dakota State, I worked part-time at In-N-Out Burger, attended school full-time at a local Junior College, and practiced baseball for 3-4 hours a day. Needless to say, this intense schedule helped me develop the traits needed to manage my business in today's fast-paced environment.

After completing my MBA in 2012, I joined Morgan Stanley's Menlo Park office. I've spent my entire career focused on helping successful Silicon Valley executives and entrepreneurs with their wealth management needs. Most of the wealth in the valley is generated from equity compensation, and my focus is helping these clients understand how to incorporate their equity into their financial plan. My goal is to develop long-lasting, personal relationships with a select group of families, and help them implement effective investment strategies to navigate the capital markets, focus on tax-efficient investing, and create customized solutions to accomplish my client’s financial objectives. What differentiates myself and our team is our knowledge around equity compensation for public and private employees and our laser focus on providing an excellent client experience.

Our team, Cornerstone Group Silicon Valley at Morgan Stanley uses a collaborative approach that allows us to best serve our client's needs. We have four financial advisors and five administrative associates.
Securities Agent: IL, AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative

About Seth Novosel

Seth Novosel began his career at Morgan Stanley as a Wealth Management Intern in 2019 and joined the Cornerstone Group full-time in 2022. Prior to Morgan Stanley, he was an Enterprise Sales Representative at Amazon Web Services. Working with AWS’s largest enterprise customers in Southern California and Arizona, he is equipped to serve executives, founders, and business leaders with a high level of trust. Seth holds the Financial Planning Specialist and Workplace Advisor – Equity Compensation designations, certifying him to advise clients on how to incorporate equity compensation to their financial plan.

Seth earned his Bachelor of Science in Business Administration with a concentration in Finance and Business Economics from the University of Southern California. Seth lives in Redwood City and serves on the USC Marshall School of Business Bay Area Alumni Board of Advisors as the Chapter President.
Securities Agent: OR, OH, NC, AZ, TX, NJ, HI, DC, MD, FL, NH, VT, SD, MT, KS, DE, AL, OK, ID, MO, MN, MI, IL, GA, CT, WI, WA, MA, KY, VA, NV, CO, WY, TN, RI, NY, CA, UT, SC, PA; General Securities Representative; Investment Advisor Representative

About Dana Kern

Dana Kern joined Morgan Stanley in 2013. As the team's Business Development Director, Dana assists with investment proposals and implementation.

Dana holds a BS in International Business and Finance from Grand Valley State University, as well as her Series 7 and 66 licenses. Dana lives in Redwood City with her boyfriend and two cats. In her free time, she enjoys taking Pilates and ballet classes.

About Kate Kircher

Kate Kircher joined Morgan Stanley in 2020 after interning with the firm in 2019. She focuses on 10b5-1 plans, corporate equity settlement, and retirement planning, helping clients navigate these complex processes.

Kate holds a BS in Psychology and Communication from Santa Clara University, where she was also a Division 1 soccer player. She enjoys running along the water and trying new restaurants.

About Karina Diaz-Swanson

Karina Diaz-Swanson joined Morgan Stanley in 2019 brings over a decade of experience in the Wealth Management industry. She focuses on facilitating money movement and coordinating charitable giving, ensuring a seamless and personalized experience for each client.

Karina holds a BS in Political Science from San Jose State University and lives in Newark with her husband and two daughters. Together, they enjoy spending time outdoors with friends and family.

About Patrick Heslip

Patrick Heslip joined Morgan Stanley in 2022. He plays a key role in client onboarding, ensuring a smooth and easy transition for every new relationship. He has a strong commitment to providing excellent service for clients every day needs.

Patrick graduated from UC San Diego with a Joint Degree in Economics and Mathematics and a minor in Business. Born and raised in the Bay Area, Patrick maintains close ties to his community and family. He enjoys hiking, golfing, and always looking for new places to explore.

Awards and Recognition

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Wealth Management
Global Investment Office

Portfolio Insights

This is a video content

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

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.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Daniel J Gieseke today.
Market Information Delayed 20 Minutes
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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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3Morgan 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.

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4Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.

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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.

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6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

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7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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9Morgan 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.

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10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

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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:
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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.

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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.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)