John Feeney
Private Banker
Eddy Moss, CFP®
First Vice President,
Financial Advisor,
Family Wealth Director,
Workplace Advisor - Equity Compensation,
Portfolio Management Director
Direct:
(202) 292-5436(202) 292-5436
My Mission Statement
Helping families bring their vision, goals, and ideals to life through wealth management.
My Story and Services
Eddy Moss, CFP® is a First Vice President and Financial Advisor whose work is built around a simple conviction: financial capital is not an end in itself — it is a tool. When stewarded intentionally, it becomes a force for good within families, communities, and the world.
Eddy believes true financial success extends far beyond net worth, investment returns, or income statements. It is measured by how effectively each dollar earned, spent, invested, or given advances a family's mission, strengthens generational stability, and creates lasting impact.
To serve this vision, Eddy has developed a purpose-driven planning framework that integrates:
- Strategic Financial Planning — clarifying goals, values, and long-term direction
- Wealth Structuring — designing ownership and entity structures that reflect family vision and priorities
- Goals-Based Portfolio Design — a disciplined capital allocation process that quantitatively links family objectives with investment strategy
- Succession & Exit Planning — integrating closely held business ownership, liquidity needs, succession strategy, and exit planning within a family's broader financial and legacy objectives
- Equity Awards Planning — integrating concentrated stock positions and equity awards into a comprehensive financial plan
- Alternative Investment Strategies — including private equity, private credit, real estate, and infrastructure to support diversification and long-term growth
- Multi-Generational Planning — building durable strategies designed to support families across generations
- High-Impact Philanthropic Planning — structuring giving strategies to maximize measurable impact and long-term legacy
Eddy joined Morgan Stanley in 2020 after beginning his career at Merrill Lynch, where he advised families, entrepreneurs, corporate executives, and institutions. He graduated cum laude from the University of Dallas with a degree in Economics and holds the Certified Financial Planner™ (CFP®) designation. He is also a Family Wealth Director at Morgan Stanley — a designation awarded to advisors with advanced training and experience serving entrepreneurs and business owners with complex wealth needs.
Beyond client work, Eddy is actively engaged in education and nonprofit leadership. He currently serves as Chairman of the Board of Directors of The Heights School in Potomac, Maryland and previously served on the Board of The Tenley Study Center. He has also taught Wealth Management as an Adjunct Professor at The Catholic University of America and is the founder of DC Accelerator, a nonprofit organization focused on leadership and professional development for young professionals.
Eddy lives in Great Falls, Virginia with his wife Sarah and their three children, James, Isaac, and Mia.
Services Include
- Comprehensive Wealth Planning
- Portfolio Management
- Pre-Liquidity Planning
- Family Governance & Wealth Education
- Cash Management & LendingFootnote1
- Philanthropic Services
- Private Investments
- Alternative InvestmentsFootnote2
- Business Succession PlanningFootnote3
- Trust ServicesFootnote4
- Estate Planning StrategiesFootnote5
- Equity Compensation
- Donor Advised Funds
- Risk Management
Securities Agent: TX, SC, MN, CA, WI, WA, NC, GA, NH, MD, CO, AZ, NJ, ME, AL, SD, VI, TN, PR, OR, LA, AR, WY, ND, AK, NM, NE, MS, IN, KS, IA, VT, MT, HI, WV, MO, MA, DE, UT, RI, OK, OH, NY, NV, MI, KY, IL, FL, CT, PA, ID, DC, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1183642
NMLS#: 1183642
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our process links every aspect of your financial management with your vision, ideals and goals.
At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client's situation, goals, needs, and risk tolerance. We follow a disciplined approach that allows us to work with you to craft a solution that helps meet your individual financial needs.
Step 1: Introductory Meeting & Assessment
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your current accounts helping ensure a comprehensive financial plan.
Step 4: Action Items / Next Steps
After the financial plan presentation, we will follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits, and insurance coverage.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always being addressed.
Family Wealth Director
As a Family Wealth Director, I deliver a multi-family-office-style experience designed for complex wealth needs and multi-generational goals. I'm supported by specialized education, advanced planning tools, and access to firm-wide resources to help coordinate investment strategy, tax-aware planning, estate and legacy considerations, and family dynamics.
- Legacy planning and family governance discussions
- Guidance around dynamics of wealth transfer
- Business succession planning considerations
- Support often relevant to families with family offices or evolving structures
- Defining a philanthropic mission and goals
- Evaluating giving approaches and vehicles
- Designing grant-making strategy and measuring impact
- Cybersecurity resources
- Private health advisory
- Bespoke travel support
- Aircraft advisory and other specialty needs
Family Dynamics & Wealth Education
Support designed for intergenerational wealth complexity, including:
Strategic Estate and Financial Planning
The Wealth Planning Centers is a team within Morgan Stanley Wealth Management that serves as "virtual" team members for Financial Advisors to assist in creating tailored solutions to help preserve and transfer wealth.
Philanthropy Management
Capabilities to help clients translate values into organized giving strategies, including:
Signature Access Lifestyle Advisory
For qualifying clients, enhanced access to curated specialists and bespoke solutions, which may include services such as:
Alternative Investments
Morgan Stanley's alternative investment capabilities provide eligible investors access to private markets—including private credit, private equity, and private real estate—as well as single manager hedge funds, offering potential diversification and differentiated sources of return beyond traditional stocks and bonds. These strategies are supported by a disciplined manager selection process, thorough due diligence, and ongoing monitoring to help align exposures with your objectives, risk tolerance, and liquidity preferences.
Alternative Investment Capabilities
This piece introduces Morgan Stanley's Alternative Investments platform and covers a variety of topics, including overall offerings, our rigorous investment manager and fund selection due diligence process, and strategies in development.
Private Credit
Private Equity as an alternative investment may offer attractive long-term return potential and the opportunity for diversification through historically low correlation to traditional strategies.
Private Equity
Private Equity as an alternative investment may offer attractive long-term return potential and the opportunity for diversification through historically low correlation to traditional strategies.
Private Markets
This piece introduces Morgan Stanley's Private Markets platform, highlights the features of private investing, the historical performance of Private Markets, and the industry landscape. Additionally, it outlines Morgan Stanley's global network and provides examples of sample past deals.
Private Real Estate
Explore the broad range of Private Real Estate Investments and capabilities available through Morgan Stanley's comprehensive platform.
Single Manager Hedge Funds
This piece provides an introduction to single manager hedge funds, and covers topics such as common characteristics, hedged strategies, and platform offerings.
Location
1747 Pennsylvania Ave NW
Ste 900
Washington, DC 20006
US
Direct:
(202) 292-5436(202) 292-5436
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
Jill Toomey, CFP®
Financial Planning Director, Vice President
Nick Hernandez
Planning Associate
Mark Jansen
Family Office Resources Generalist
About John Feeney
John Feeney is a Private Banker serving Morgan Stanley Wealth
Management offices in Washington D.C. and Maryland.
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.
John began his career in financial services in 2000. He joined Morgan Stanley as a Private Banker in 2010 and has served in the Greater Chesapeake and Northern Virginia markets. Prior to Morgan Stanley, John was a Senior Relationship Strategist with PNC Private Bank and a Financial Advisor with Merrill Lynch.
John received a Bachelor of Arts in Communications from George Mason University and a Master of Business Administration with a concentration in Finance from the University of Virginia.
He lives with his family in Vienna, Virginia. Outside of the office, John enjoys spending time with family, coaching sports teams for his 3 boys,
playing with his Basset Hound, traveling, reading, and exercising.
Management offices in Washington D.C. and Maryland.
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.
John began his career in financial services in 2000. He joined Morgan Stanley as a Private Banker in 2010 and has served in the Greater Chesapeake and Northern Virginia markets. Prior to Morgan Stanley, John was a Senior Relationship Strategist with PNC Private Bank and a Financial Advisor with Merrill Lynch.
John received a Bachelor of Arts in Communications from George Mason University and a Master of Business Administration with a concentration in Finance from the University of Virginia.
He lives with his family in Vienna, Virginia. Outside of the office, John enjoys spending time with family, coaching sports teams for his 3 boys,
playing with his Basset Hound, traveling, reading, and exercising.
NMLS#: 804536
About Jill Toomey
Jill Toomey, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management and Private Wealth Management offices in the Washington D.C. Market. Jill is responsible for helping Financial Advisors’ clients and prospects with their financial planning needs.
Jill began her career in financial services in 2013 and joined Morgan Stanley in 2016. Prior to her current position, Jill served as a Financial Advisor and as the Southeast Region Planning Solutions Specialist covering the states of GA, FL, AL, KY, TN, and WV.
Jill received her bachelor’s degree in mathematics from the University of Delaware and holds her Certified Financial Planner® designation, which is the standard of excellence in financial planning. Jill currently resides in Alpharetta, GA.
Jill began her career in financial services in 2013 and joined Morgan Stanley in 2016. Prior to her current position, Jill served as a Financial Advisor and as the Southeast Region Planning Solutions Specialist covering the states of GA, FL, AL, KY, TN, and WV.
Jill received her bachelor’s degree in mathematics from the University of Delaware and holds her Certified Financial Planner® designation, which is the standard of excellence in financial planning. Jill currently resides in Alpharetta, GA.
About Nick Hernandez
Nick Hernandez is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Nick provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his Bachelor of Business Administration with a Minor in Wealth Management and Master of International Business degrees from the University of Florida and received the Financial Planning Specialist® designation from the College for Financial. Nick is originally from Pensacola, Florida and currently resides in Atlanta, Georgia.
He earned his Bachelor of Business Administration with a Minor in Wealth Management and Master of International Business degrees from the University of Florida and received the Financial Planning Specialist® designation from the College for Financial. Nick is originally from Pensacola, Florida and currently resides in Atlanta, Georgia.
About Mark Jansen
Mark Jansen is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Southeast Region. In this capacity, Mark provides specialized expertise to Financial Advisors and their UHNW clients across a broad range of family wealth management issues including; family governance and wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory. Mark has over 30 years of experience advising wealthy families, business owners, and their children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and 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.
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.
When 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.
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.
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.
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.
When 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.
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.
Wealth Management
From My Desk
6 Financially Smart Ways to Start 2025
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
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
Article Image
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
Article Image
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
Article Image
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
Article Image
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Signature Access
- Business Services
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
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.
Ready to start a conversation? Contact Eddy Moss today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan 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
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 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.
4Morgan 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
1Morgan 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
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 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.
4Morgan 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
CRC 4665150 (8/2025), 4763067 (9/2025)
