Michael Ryan
Private Banker
Eldon Harris, CPWA®, CRPC®, QPFC
Associate Vice President,
Financial Advisor,
Branch Manager
Direct:
(845) 334-7918(845) 334-7918
My Mission Statement
Helping you build and manage your retirement is at the forefront of our practice. We assist individuals, their families, and organizations with translating their retirement plan goals and objectives into actionable strategies and solutions. Our goal is to earn your confidence not only through the quality of retirement plan solutions we present to you, but also the excellence with which we deliver them.
My Story and Services
Eldon strives to be a trusted and respected financial advisor with a wide-range of knowledge and experience that serves the needs and goals of his clients. Since the start of his career in financial services in 2005, Eldon has always sought ways to help support his clients on multiple levels relevant to their financial needs. That support serves as an integral part of his process toward building and enhancing meaningful relationships with his broad range of clients, including families, business owners and top-level executives. Prior to joining Morgan Stanley Eldon worked for Merrill Lynch.
Eldon’s personalized approach to wealth management takes a broad overview of his clients’ lives, while remaining keenly focused on the future. Noted as an empathetic listener, he is committed to building lasting relationships with every generation of his clients’ families. With a keen eye for discovering what’s most important to his clients, Eldon helps them to define their goals. Whether a client’s goals revolve around retirement, starting a business, funding a child’s education, or perhaps even creating a charitable foundation, he is always committed to working together to create personalized strategies appropriate for their unique situations.
Eldon earned his bachelor’s degree in Business Economics from the State University of New York (SUNY) at Potsdam. Eldon has earned the Certified Private Wealth Advisor® designation, awarded by the Investments & Wealth Institute™ which affords him the opportunity to serve high-net-worth individuals who seek the latest, most advanced knowledge and techniques, and addresses the sophisticated needs of clients that focus on investing and wealth management. Eldon has also earned the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning and assists clients’ with pre- and post-retirement needs, as well as issues related to equity compensation asset management and estate planning strategies.
He and his family reside in Albany where he serves as a Trustee for the Albany Leadership Charter High School for Girls, the Metropolitan Baptist Church of Albany, and for the Potsdam College foundation. In his spare time, Eldon enjoys family time, playing basketball and traveling.
Eldon’s personalized approach to wealth management takes a broad overview of his clients’ lives, while remaining keenly focused on the future. Noted as an empathetic listener, he is committed to building lasting relationships with every generation of his clients’ families. With a keen eye for discovering what’s most important to his clients, Eldon helps them to define their goals. Whether a client’s goals revolve around retirement, starting a business, funding a child’s education, or perhaps even creating a charitable foundation, he is always committed to working together to create personalized strategies appropriate for their unique situations.
Eldon earned his bachelor’s degree in Business Economics from the State University of New York (SUNY) at Potsdam. Eldon has earned the Certified Private Wealth Advisor® designation, awarded by the Investments & Wealth Institute™ which affords him the opportunity to serve high-net-worth individuals who seek the latest, most advanced knowledge and techniques, and addresses the sophisticated needs of clients that focus on investing and wealth management. Eldon has also earned the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning and assists clients’ with pre- and post-retirement needs, as well as issues related to equity compensation asset management and estate planning strategies.
He and his family reside in Albany where he serves as a Trustee for the Albany Leadership Charter High School for Girls, the Metropolitan Baptist Church of Albany, and for the Potsdam College foundation. In his spare time, Eldon enjoys family time, playing basketball and traveling.
Securities Agent: VI, VT, WI, WV, WY, MS, MT, AK, AL, AR, AZ, CA, DC, HI, IA, ID, IL, IN, ND, KS, NE, KY, LA, ME, MI, NH, NM, NV, MO, OK, OR, PR, RI, SD, TN, TX, UT, PA, WA, NC, SC, OH, NY, NJ, MN, MD, MA, GA, FL, DE, CT, CO, VA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 842229
NMLS#: 842229
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
REAL ADVICE TAILORED TO YOU
The Turman Harris Group works with a large demographic of individuals, families, and business owners, helping guide them through fiduciary responsibilities and the retirement planning process.
The relationship begins with a thorough understanding of you – your needs, lifestyle, family, business objectives; what you hope to achieve and what you fear may be standing in your way. Investing this time to learn about you; your assets and liabilities and the risk exposures enables us to formulate strategies and customize a holistic plan tailored to your needs. The Turman Harris Group offers a discretionary fee for service to provide highly customized wealth management strategies that are designed to match your unique needs.
Achieving your goals requires vigilance and flexibility. In coordination with your other advisors, the team can conduct ongoing reviews to help you monitor your progress and adjust as life evolves, markets and tax laws shift, and priorities change.
Financial Advisors, André Turman and Eldon Harris, strive to empower their clients to make confident and informed decisions that lead to their financial success and continued legacy.
The relationship begins with a thorough understanding of you – your needs, lifestyle, family, business objectives; what you hope to achieve and what you fear may be standing in your way. Investing this time to learn about you; your assets and liabilities and the risk exposures enables us to formulate strategies and customize a holistic plan tailored to your needs. The Turman Harris Group offers a discretionary fee for service to provide highly customized wealth management strategies that are designed to match your unique needs.
Achieving your goals requires vigilance and flexibility. In coordination with your other advisors, the team can conduct ongoing reviews to help you monitor your progress and adjust as life evolves, markets and tax laws shift, and priorities change.
Financial Advisors, André Turman and Eldon Harris, strive to empower their clients to make confident and informed decisions that lead to their financial success and continued legacy.
Our team’s attributes include, but are not limited to:
- Comprehensive Financial Planning Services, including Retirement preparation and Trust & Estate planning strategies
- A close collaboration with both Morgan Stanley’s Private Bank and Strategic Partners
- Access to tailored Banking and Lending Services
- Access to Morgan Stanley’s wide-range of investment choices, best-in class research and modern wealth management tools
The Turman Harris Group Works With:
- Business Owners and Executives
- Stock Plan Participants
- Corporate Retirement Plan Participants
- Retirees and those Planning for Retirement
- Women Investors
- Multi-generational Families
MORGAN STANLEY AT WORK
Our experienced team of retirement professionals deliver customized solutions for companies to help ensure employee retirement readiness, negotiate plan expenses, and guide investment oversight and selection. While we bring complementary skills and perspectives to our clients, we also share a commitment to responding to your retirement plan needs promptly, professionally, and thoroughly.
Utilizing the powerful Morgan Stanley at Work platform, we at The Turman Harris Group are able to help build financial confidence through insightful advice, thoughtful education and cutting-edge technology across a suite of modern workplace solutions.
Utilizing the powerful Morgan Stanley at Work platform, we at The Turman Harris Group are able to help build financial confidence through insightful advice, thoughtful education and cutting-edge technology across a suite of modern workplace solutions.
At Work Solutions
Morgan Stanley at Work provides plan sponsors with a comprehensive suite of solutions and investment experience that helps your employees maximize their potential to reach their long-term goals.
Learn More
Corporate Retirement Solutions
Comprehensive solutions to effectively maximize and customize retirement benefits, so managers can help employees make the most out of retirement.
Learn More
Financial Wellness
Our workplace solutions give employees the confidence to take charge of their finances – and their future. By improving your employees’ financial wellness, you can benefit from a more productive workforce.
Learn More
Financial Empowerment
The more confident your employees are in their finances, the more confident they can be at work and in life. That’s why we provide your workforce with Financial Empowerment – a comprehensive program that gives employees the knowledge, tools and access to guidance they need to take charge of their finances.
Empower Your Workforce
Employee Uncertainty
Employee Uncertainty About the Financial Road Ahead. Here’s How You Can Help..
Your employees may be feeling anxiety about money and the future. Education focused on financial literacy can help them feel more confident and empowered.
Help Your EmployeesYour employees may be feeling anxiety about money and the future. Education focused on financial literacy can help them feel more confident and empowered.
New Stock Plan Participant Survey
Morgan Stanley at Work today released findings from its annual Stock Plan Participant Survey, showing that amid a highly competitive labor market, equity compensation continues to be a critical tool to attract and retain talent. This survey provides fresh insights about the participant experience, perceived value and overall benefits of their company’s equity plans.
Read More
Stock Plan Benefits Are a Vital Tool for Employee Retention
Our findings show that workplace financial benefits remain an important consideration for employees when determining whether to accept or stay at a job. Among those surveyed, 56% of U.S. stock plan participants and 54% of non-U.S. participants said their equity benefits are one reason they have stayed at their company.
Read MoreCOMPREHENSIVE FINANCIAL PLANNING
Our wealth management process begins with you, your investments and retirement planning objectives. Educational in our approach, it may encompass all the elements of your financial life – your investments and your cash management needs – designed to help you achieve and optimize your personal and business goals.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual’s financial life, including investments and cash management needs. Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Complete Questionnaire Here
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
Start Planning Now
Morgan Stanley Online
Your Investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn more about MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn more about Total Wealth ViewA COMMITMENT TO EDUCATION & ENGAGEMENT
We believe ongoing financial education leads to a better understanding of how to manage your assets and preserve your wealth. To that end, throughout the year we host and participate in a number of programs that focus on all aspects of your financial life.
AlphaCurrents Expert Series and The New Arms Race
Join us on Tuesday, February 18, at 4:15 p.m. ET, for an AlphaCurrents Macro Expert Webcast.
Hosted by Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, this conversation will feature defense industry experts for a discussion on how AI, technology, and the new administration’s policies could impact the future of national security and defense spending.
Thematic investing provides targeted exposure to emerging trends and long-term growth opportunities by tapping into disruptive innovations. This conversation builds on AlphaCurrents Macro: The New Arms Race: How AI and Technology Are Redefining Global Defense and explores investment among ancillary beneficiaries such as global supply chains, transportation, energy, and cybersecurity.
Register HereHosted by Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, this conversation will feature defense industry experts for a discussion on how AI, technology, and the new administration’s policies could impact the future of national security and defense spending.
Thematic investing provides targeted exposure to emerging trends and long-term growth opportunities by tapping into disruptive innovations. This conversation builds on AlphaCurrents Macro: The New Arms Race: How AI and Technology Are Redefining Global Defense and explores investment among ancillary beneficiaries such as global supply chains, transportation, energy, and cybersecurity.
U.S. Policy Pulse: Trump 2.0 and the Markets
Join Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, on Tuesday, February 25, for a conversation with Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, and Head of U.S. Public Policy, Monica Guerra, on the top policy and regulatory actions that could impact investors in the months ahead.
Register HereMorgan Stanley Presents the Wealth Education for the Next Generation Series: Home Buying: Navigating the Borrowing Landscape
Join us as we continue the journey into the world of finance and wealth education. At Morgan Stanley, we believe that knowledge is the key to unlocking future success, and we’re excited to share our thought leadership and experience with you! Hosted by Caroline Gundeck, Head of UHNW Client and Field Engagement and Charline Burgess, Senior Wealth Education Specialist, you will learn about financial concepts, investing, and money management in a fun and interactive way.
Monday, March 3rd, 2025 at 4 PM ET
Educating yourself on the Home Buying process, and the decisions you will need to make along the way, helps make it easier to make well-informed choices that align with your overall goals, priorities and vision for the future.
Register HereMonday, March 3rd, 2025 at 4 PM ET
Educating yourself on the Home Buying process, and the decisions you will need to make along the way, helps make it easier to make well-informed choices that align with your overall goals, priorities and vision for the future.
Morgan Stanley Presents the Wealth Education for the Next Generation Series: Tying The Financial Knot: Navigating Joint Finances & Communications
Monday, April 7th, 2025 at 4 PM ET
Thinking of taking the next step with someone special? One of the most important conversations to have before tying the knot is about money—how each of you feel about it, how you’ll each make it, save it, spend it and invest it. Discussing potential differences will help plan for how to keep them from becoming bigger issues.
Register HereThinking of taking the next step with someone special? One of the most important conversations to have before tying the knot is about money—how each of you feel about it, how you’ll each make it, save it, spend it and invest it. Discussing potential differences will help plan for how to keep them from becoming bigger issues.
Morgan Stanley Presents the Wealth Education for the Next Generation Series: Money & Saving: Financial Planning and Why It Matters to Me
Monday, May 5th, 2025 at 4 PM ET
Join us on a session that will explore the critical importance of financial planning in achieving personal financial goals, whether it involves acquiring a dream home, starting a family, embarking on a desired vacation, or ensuring a secure retirement. This similar will focus on how strategic financial planning can empower our next generation.
Register HereJoin us on a session that will explore the critical importance of financial planning in achieving personal financial goals, whether it involves acquiring a dream home, starting a family, embarking on a desired vacation, or ensuring a secure retirement. This similar will focus on how strategic financial planning can empower our next generation.
Webinar Wednesday Retirement
Join us for Webinar Wednesday, a series of live education webcasts designed to answer your retirement questions and help empower you on your retirement journey.
All webcasts are hosted by a financial professional and take place on Wednesdays from 2:00 pm. to 3:00 p.m. ET.
Explore the schedule, see a full list of topics, play recent on demand sessions and register for upcoming live events.
Click HereAll webcasts are hosted by a financial professional and take place on Wednesdays from 2:00 pm. to 3:00 p.m. ET.
Explore the schedule, see a full list of topics, play recent on demand sessions and register for upcoming live events.
Wealth Education for the Next Generation Replay: Navigating College & Career Path
This session provided tools and strategies to thrive in a competitive career landscape, whether starting out or pivoting in your career path.
Watch Replay HereReplay Available for Navigating Investment Strategies for a Tech-Driven World with Lisa Shalett and Cathie Wood
We invite you to listen to the replay of an insightful discussion held on Thursday, January 30, featuring Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, and Cathie Wood, Founder of ARK Invest.
Hosted by Caroline Gundeck, Head of UHNW Client and Field Engagement, this event focused on how disruptive technologies are reshaping industries, driving economic growth, and transforming business models.
Don't miss this opportunity to gain valuable insights on the future of innovation, global competition, and the evolving role of human interaction. Tune in to the replay to explore the transformative impacts of technological advancements on our world.
Watch Replay HereHosted by Caroline Gundeck, Head of UHNW Client and Field Engagement, this event focused on how disruptive technologies are reshaping industries, driving economic growth, and transforming business models.
Don't miss this opportunity to gain valuable insights on the future of innovation, global competition, and the evolving role of human interaction. Tune in to the replay to explore the transformative impacts of technological advancements on our world.
Replay Now Available: Global Investment Office Conversations Featuring Alper Daglioglu and Howard Marks
Alper Daglioglu, head of Portfolio and Investment Manager Solutions for Morgan Stanley Wealth Management, was joined by Howard Marks, co-chairman at Oaktree, for an exclusive conversation.
Watch Replay HereLocation
91 North Front Street
Kingston, NY 12401
US
Direct:
(845) 334-7918(845) 334-7918
1212 Troy-Schenectady Rd
Latham, NY 12110
US
Direct:
(518) 956-4204(518) 956-4204
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
Managing Director, Private Wealth Management, Private Wealth Advisor, Stock Plan Director
Emilio LaPietra, CFP®
Financial Planning Director, Vice President
Chris Reardon
Planning Associate
About Michael Ryan
Michael Ryan is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
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.
Michael began his career in financial services in 2010 and joined Morgan Stanley in 2017. Prior to joining the firm, he was a Citigold Relationship Manager for Citibank in Queens, NY. Michael was also a Private Client Banker with JP Morgan Chase Bank in New Jersey.
Michael is a graduate of Ramapo College where he received a Bachelor of Science with a concentration in Law and Society Studies. He lives at the Jersey Shore, with his family. Outside of the office, Michael donates his time to the Juvenile Diabetes Research Foundation. He enjoys playing golf, skiing, the beach, and spending time with his family.
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.
Michael began his career in financial services in 2010 and joined Morgan Stanley in 2017. Prior to joining the firm, he was a Citigold Relationship Manager for Citibank in Queens, NY. Michael was also a Private Client Banker with JP Morgan Chase Bank in New Jersey.
Michael is a graduate of Ramapo College where he received a Bachelor of Science with a concentration in Law and Society Studies. He lives at the Jersey Shore, with his family. Outside of the office, Michael donates his time to the Juvenile Diabetes Research Foundation. He enjoys playing golf, skiing, the beach, and spending time with his family.
NMLS#: 600637
About Emilio LaPietra
Emilio LaPietra is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Central Eastern New York. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Emilio began his career in financial services in 2010, and joined Morgan Stanley in 2020. Prior to his current position, he worked at Fidelity Investments.
Emilio graduated from The College of Saint Rose and holds his Certified Financial Planner® designation . He lives in Saratoga Springs, New York.
Emilio began his career in financial services in 2010, and joined Morgan Stanley in 2020. Prior to his current position, he worked at Fidelity Investments.
Emilio graduated from The College of Saint Rose and holds his Certified Financial Planner® designation . He lives in Saratoga Springs, New York.
About Chris Reardon
Chris Reardon is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various alternatives and their potential outcomes to help clients confidently choose the appropriate course of action. Chris 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 undergraduate degree from Pace University and received the Financial Planning Specialist® designation from the College for Financial Planning. Chris is originally from New York, NY and currently resides in New York, NY.
He earned his undergraduate degree from Pace University and received the Financial Planning Specialist® designation from the College for Financial Planning. Chris is originally from New York, NY and currently resides in New York, NY.
Private Bankers, Ultra High Net Worth (“UHNW”) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
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
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
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
Are You Prepared for Tax Day?
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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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Ready to start a conversation? Contact Eldon Harris today.
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
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), 3582895 (6/2024)
