Robert Stolar
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(212) 761-8138(212) 761-8138
Morgan Stanley Private Wealth Management
Family Wealth Group
Our Mission Statement
We deliver tailored wealth planning solutions and personalized services, through a highly dedicated team of experienced financial advisors, to address the complex and multifaceted needs of Ultra High Net Worth families and individuals.
Welcome
The Family Wealth Group serves a diverse and successful clientele, consisting of top entrepreneurs, corporate executives and industry leaders in venture capital, private equity, technology and real estate located throughout the country. With over eighty years of combined experience, our team works with approximately 60 families and oversees in excess of $7B in client assets.
Our primary objective is to enhance the financial success of each of our clients, through diligent investment management, legacy planning, asset allocation and tax planning. Through personalized advice and highly specialized services, the Family Wealth Group delivers the functionality of a Family Office unique to each of our clients. Leveraging our extensive experience in the Ultra High Net Worth market, we work collaboratively to develop comprehensive and holistic wealth planning solutions; while addressing and managing all aspects of our client’s financial life and ensuring seamless execution.
Our team, led by Robert Stolar, has been ranked among the industry’s leaders in publications including Barron’s, Forbes, and the Financial Times.
We welcome the opportunity to learn more about you and your family, and discuss the many ways we can help you achieve your goals and protect and grow your assets.
Our primary objective is to enhance the financial success of each of our clients, through diligent investment management, legacy planning, asset allocation and tax planning. Through personalized advice and highly specialized services, the Family Wealth Group delivers the functionality of a Family Office unique to each of our clients. Leveraging our extensive experience in the Ultra High Net Worth market, we work collaboratively to develop comprehensive and holistic wealth planning solutions; while addressing and managing all aspects of our client’s financial life and ensuring seamless execution.
Our team, led by Robert Stolar, has been ranked among the industry’s leaders in publications including Barron’s, Forbes, and the Financial Times.
We welcome the opportunity to learn more about you and your family, and discuss the many ways we can help you achieve your goals and protect and grow your assets.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
The Family Wealth Group’s approach to working with Ultra High Net Worth clients is founded on a single principle: helping ensure you achieve the totality of your goals and objectives, regardless of how small or aspirational. Holistic and multi-generational wealth planning is the core of our practice.
Our initial conversations are directed to specific, quantifiable ambitions in an effort to preserve & grow current wealth, maintain & improve lifestyle and ensure that wealth is transferred to future generations & philanthropic causes in some of the most tax efficient manners. The in-depth conversations allow us to develop a comprehensive financial plan. The financial plan is a rigorous quantitative analysis of your lifestyle, incorporating taxes, future gifting to family and charity as well as income and portfolio growth on an after-tax, after fee basis. This analysis ultimately drives our decision making in the following areas: financial & estate planning strategies, tax optimization strategies, asset allocation and investment decisions. Throughout the entire relationship, we work closely with all of your professionals, including but not limited to your attorneys, accountants and other financial advisors.
Investment decisions and asset allocation, in our view, are driven by each client’s unique goals and objectives, as outlined in your financial plan. By nature, we are fundamental investors, and believe that low-cost enhanced indexing methods can potentially outperform actively managed in certain markets. Specifically, our team utilizes a customized indexing approach to owning equities & fixed income while minimizing the fees and charges paid by clients. This approach can help create a greater buffer for our ultimate goal; the potential maximization of long-term return in conjunction with subdued risk.
It is our belief that simplicity and clarity are paramount to the success of our clients. With low-cost, macro-driven asset allocation strategies, in conjunction with federal and state tax-efficient trust and estate planning strategies, we can help preserve and grow your family’s wealth for multiple generations.
Our initial conversations are directed to specific, quantifiable ambitions in an effort to preserve & grow current wealth, maintain & improve lifestyle and ensure that wealth is transferred to future generations & philanthropic causes in some of the most tax efficient manners. The in-depth conversations allow us to develop a comprehensive financial plan. The financial plan is a rigorous quantitative analysis of your lifestyle, incorporating taxes, future gifting to family and charity as well as income and portfolio growth on an after-tax, after fee basis. This analysis ultimately drives our decision making in the following areas: financial & estate planning strategies, tax optimization strategies, asset allocation and investment decisions. Throughout the entire relationship, we work closely with all of your professionals, including but not limited to your attorneys, accountants and other financial advisors.
Investment decisions and asset allocation, in our view, are driven by each client’s unique goals and objectives, as outlined in your financial plan. By nature, we are fundamental investors, and believe that low-cost enhanced indexing methods can potentially outperform actively managed in certain markets. Specifically, our team utilizes a customized indexing approach to owning equities & fixed income while minimizing the fees and charges paid by clients. This approach can help create a greater buffer for our ultimate goal; the potential maximization of long-term return in conjunction with subdued risk.
It is our belief that simplicity and clarity are paramount to the success of our clients. With low-cost, macro-driven asset allocation strategies, in conjunction with federal and state tax-efficient trust and estate planning strategies, we can help preserve and grow your family’s wealth for multiple generations.
Recognition
Team Awards
Barron's Top 250 Private Wealth Management Teams (2020, 2023, 2024, 2025)
Forbes Best-In-State Wealth Management Teams (2023, 2024, 2025)
Forbes Best-In-State Wealth Management Teams (2023, 2024, 2025)
Robert Stolar
Barron's Top 100 Financial Advisors (2015-2025)
Barron's Top 1,200 Financial Advisors (2015-2025)
Forbes' Best-In-State Wealth Advisors (2022-2025)
Barron's Top 1,200 Financial Advisors (2015-2025)
Forbes' Best-In-State Wealth Advisors (2022-2025)
John Voltaggio
Barron's Top 1,200 Financial Advisors (2024)
Kimberley Hatchett
Barron's Top 1,200 Financial Advisors (2025)
Barron's Top 100 Women Financial Advisors (2017-2021)
Forbes Top Women Wealth Advisors Best-In-State (2022-2025)
Forbes Best-In- State Wealth Advisors (2018-2025)
Barron's Top 100 Women Financial Advisors (2017-2021)
Forbes Top Women Wealth Advisors Best-In-State (2022-2025)
Forbes Best-In- State Wealth Advisors (2018-2025)
Devin Marino
Forbes Top Next-Gen Wealth Advisors Best-in-State - (2020, 2023, 2024, 2025)
Forbes Best-in-State Wealth Advisors (2024, 2025)
Forbes Best-in-State Wealth Advisors (2024, 2025)
Disclosures
2020, 2023-2025 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2020, 2023, 2024, 2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023-2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/24. https://www.morganstanley.com/disclosures/awards-disclosure.html
2015-2025 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2015-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
2015-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (2015-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
2022, 2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022, 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
2020, 2023-2025 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2020, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. https://www.morganstanley.com/disclosures/awards-disclosure.html
2017-2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2017-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. https://www.morganstanley.com/disclosures/awards-disclosure.html
Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors). Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
2024, 2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State. Source: Forbes.com (Awarded Feb 2017-2021) Data compiled by SHOOK Research LLC based on time period from 9/30/06 - 9/30/23. https://www.morganstanley.com/disclosures/awards-disclosure.html
2025 Barron's Top 1,200 Financial Advisors: State-by-State
Source: barrons.com (Awarded Mar 2025) Data compiled by Barron's for the period Oct 2023-Sept 2024.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Source: Barrons.com (Awarded April 2020, 2023, 2024, 2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023-2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/24. https://www.morganstanley.com/disclosures/awards-disclosure.html
2015-2025 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2015-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
2015-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (2015-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
2022, 2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022, 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
2020, 2023-2025 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2020, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. https://www.morganstanley.com/disclosures/awards-disclosure.html
2017-2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2017-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. https://www.morganstanley.com/disclosures/awards-disclosure.html
Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors). Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
2024, 2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State. Source: Forbes.com (Awarded Feb 2017-2021) Data compiled by SHOOK Research LLC based on time period from 9/30/06 - 9/30/23. https://www.morganstanley.com/disclosures/awards-disclosure.html
2025 Barron's Top 1,200 Financial Advisors: State-by-State
Source: barrons.com (Awarded Mar 2025) Data compiled by Barron's for the period Oct 2023-Sept 2024.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Location
1585 Broadway
21st Floor
New York, NY 10036
US
Direct:
(212) 761-7855(212) 761-7855
Meet Family Wealth Group
John Voltaggio
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(212) 761-1419(212) 761-1419
Managing Director, Private Wealth Management, Private Wealth Advisor, Global Sports and Entertainment Director
Phone:
(212) 761-4629(212) 761-4629
Gretchen Marolda
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(212) 761-9084(212) 761-9084
Devin Marino
Executive Director, Private Wealth Advisor, Financial Planning Specialist
Phone:
(212) 761-8089(212) 761-8089
Stefan Carouge
Vice President, Group Director
Phone:
(212) 761-9239(212) 761-9239
Patrick Brigman, CFA®
Vice President, Portfolio Management Associate Director
Phone:
(212) 761-8057(212) 761-8057
Julia Bartolomeo, CFP®
Vice President, Portfolio Management Associate Director
Phone:
(212) 761-9239(212) 761-9239
Thomas Arocho
Vice President, Business Development Director
Phone:
(212) 761-0106(212) 761-0106
Christina Williams
Vice President, Director of Business Strategy
Phone:
(212) 761-0073(212) 761-0073
Brendan Mahon
PWM Wealth Management Associate
Phone:
(212) 761-8122(212) 761-8122
Mark Lombardi, CRPC®
PWM Wealth Management Associate
Phone:
(212) 761-9839(212) 761-9839
Raffaele Provvisiero
PWM Portfolio Associate
Phone:
(212) 761-4568(212) 761-4568
Gabriella Ropke
PWM Client Service Associate
Phone:
(212) 761-9658(212) 761-9658
About Robert Stolar
Robert Stolar is a Managing Director, Private Wealth Advisor, and serves as Head of the Family Wealth Group within Morgan Stanley Private Wealth Management. Bob brings forty years of industry experience. He previously served as President of Morgan Stanley Trust, N.A., and held various Senior Management positions at US Trust Company and Price Waterhouse Cooper.
Bob earned a Bachelor of Arts from the University of Illinois, a law degree from Quinnipiac University, and an LLM in Taxation from Boston University. He holds the Series 7 and 66 licenses.
Bob is a member of the Cancer Research Institute’s Board of Trustees.
In The Press:
"Bob Stolar is stoked about markets"
https://www.barrons.com/articles/bob-stolar-is-stoked-about-markets-dollar-1481031660
CRC# 6496193
“A Financial Advisor Gears Up for Growth in the Trump Era” December 3rd, 2016 [Barron’s]:
https://www.cnbc.com/video/2020/06/08/stolar-expect-income-tax-rates-to-go-up-at-both-the-federal-and-state-levels-given-the-budget-shortfalls.html?&qsearchterm=stolar
CRC# 6483907
“Robert Stolar Joins Morgan Stanley to Lead Newly Formed Family Wealth Group” July 2nd 2007 [Morgan Stanley Press Release]:
https://www.morganstanley.com/press-releases/robert-stolar-joins-morgan-stanley-to-lead-newly-formed-family-wealth-group_5133
CRC# 6496206
“Morgan Stanley hires Execs for Ultra-Rich Clients” July 2nd 2007 [Morgan Stanley Press Release]:
https://www.reuters.com/article/businesspro-morganstanley-wealthy-client/morgan-stanley-hires-execs-for-ultra-rich-clients-idUSWNAS520220070702
CRC# 6496214
Bob earned a Bachelor of Arts from the University of Illinois, a law degree from Quinnipiac University, and an LLM in Taxation from Boston University. He holds the Series 7 and 66 licenses.
Bob is a member of the Cancer Research Institute’s Board of Trustees.
In The Press:
"Bob Stolar is stoked about markets"
https://www.barrons.com/articles/bob-stolar-is-stoked-about-markets-dollar-1481031660
CRC# 6496193
“A Financial Advisor Gears Up for Growth in the Trump Era” December 3rd, 2016 [Barron’s]:
https://www.cnbc.com/video/2020/06/08/stolar-expect-income-tax-rates-to-go-up-at-both-the-federal-and-state-levels-given-the-budget-shortfalls.html?&qsearchterm=stolar
CRC# 6483907
“Robert Stolar Joins Morgan Stanley to Lead Newly Formed Family Wealth Group” July 2nd 2007 [Morgan Stanley Press Release]:
https://www.morganstanley.com/press-releases/robert-stolar-joins-morgan-stanley-to-lead-newly-formed-family-wealth-group_5133
CRC# 6496206
“Morgan Stanley hires Execs for Ultra-Rich Clients” July 2nd 2007 [Morgan Stanley Press Release]:
https://www.reuters.com/article/businesspro-morganstanley-wealthy-client/morgan-stanley-hires-execs-for-ultra-rich-clients-idUSWNAS520220070702
CRC# 6496214
Securities Agent: AR, NJ, WA, PR, NY, NH, MO, MD, MA, IA, TN, SC, PA, ND, MN, FL, MS, KY, ID, RI, WV, NV, IL, DE, VT, UT, MI, CO, WI, TX, NE, AZ, VI, NM, ME, KS, IN, DC, AL, AK, VA, OR, OK, LA, HI, GA, CA, WY, SD, NC, MT, CT, OH; General Securities Representative; Investment Advisor Representative
About John Voltaggio
John J. Voltaggio is a Managing Director and Private Wealth Advisor. With over thirty years’ experience, John focuses on the development and implementation of financial, estate and tax plans for high-net-worth individuals, senior executives, and wealthy families. Most recently, John served as Managing Director with Northern Trust. Prior to Northern Trust, he served as Head of Financial Planning with U.S. Trust’s Multi-Family Office Group.
John graduated from Marist College earning a bachelor’s degree in accounting. He is a Certified Public Accountant (CPA) and active member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). John also holds the Series 7 and 66 Licenses.
In The Press:
John has been quoted in various financial and professional publications including The Wall Street Journal, The New York Times, Barron’s, Forbes, Crain’s and CNBC. John has also authored articles for The New York Law Journal and The New Jersey Law Journal.
John graduated from Marist College earning a bachelor’s degree in accounting. He is a Certified Public Accountant (CPA) and active member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). John also holds the Series 7 and 66 Licenses.
In The Press:
John has been quoted in various financial and professional publications including The Wall Street Journal, The New York Times, Barron’s, Forbes, Crain’s and CNBC. John has also authored articles for The New York Law Journal and The New Jersey Law Journal.
Securities Agent: UT, DC, OH, KY, ID, CT, VI, NY, MA, FL, CO, WI, NV, MI, DE, WA, NJ, NH, IL, WV, MO, ME, AL, TN, OR, OK, NE, TX, MS, MN, LA, IA, HI, AZ, AR, SD, PR, MT, GA, CA, VA, SC, RI, NC, MD, KS, IN, AK, WY, VT, PA, NM, ND; General Securities Representative; Investment Advisor Representative
NMLS#: 2514213
NMLS#: 2514213
About Kimberley Hatchett
Kimberley Hatchett is a Private Wealth Advisor, Global Sports and Entertainment Director, and Managing Director within Morgan Stanley’s Private Wealth Management Division. Private Wealth Management is an advisory group that provides comprehensive wealth management solutions to individuals, families, foundations, and corporations that control significant pools of wealth.
Ms. Hatchett graduated from University of Virginia in 1984, where she earned her BA in Rhetoric and Communications. While at Virginia she competed on the track and field team earning All American in Atlantic Coast Conference and NCAA Championships in the 400 hurdles, high jump and 400 meter relay. Upon graduation, she joined Chase Manhattan Bank, completing Chase’s Global Credit Training Program, and became a middle market loan officer. After five years at Chase, Ms. Hatchett left to attend Harvard Business School where she graduated in 1991. Upon graduation she joined Morgan Stanley’s Private Wealth Management group where she has remained for 34 years.
Ms. Hatchett’s most recent accomplishments include being named to Barron’s Top 1,200 Financial Advisors State-by-State (2025), Forbes Best-In-State Wealth Advisors (2025), Forbes Best-In-State Women Advisors (2025), and Forbes America's Top Women Advisors (2021).
Ms. Hatchett currently sits on the board of directors for iMentor, a non-profit organization that mentors inner city and underserved high school students in New York City. She has sat on this board for over 20 years and is passionate that every child gets the opportunity to go to college regardless of their circumstances. She also serves on The NYC Police Foundation Board of Directors and The Lower Eastside Girls Club. She has also previously served on the boards of University of Virginia and St. Mary’s Hospital for Children in New York City. She is also a strong advocate against animal cruelty.
Originally from Lawrenceville, NJ, Ms. Hatchett currently resides in New York City.
2025 Barron's Top 1,200 Financial Advisors: State-by-State
Source: barrons.com (Awarded Mar 2025) Data compiled by Barron's for the period Oct 2023-Sept 2024.
2018-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2021, 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2021, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Ms. Hatchett graduated from University of Virginia in 1984, where she earned her BA in Rhetoric and Communications. While at Virginia she competed on the track and field team earning All American in Atlantic Coast Conference and NCAA Championships in the 400 hurdles, high jump and 400 meter relay. Upon graduation, she joined Chase Manhattan Bank, completing Chase’s Global Credit Training Program, and became a middle market loan officer. After five years at Chase, Ms. Hatchett left to attend Harvard Business School where she graduated in 1991. Upon graduation she joined Morgan Stanley’s Private Wealth Management group where she has remained for 34 years.
Ms. Hatchett’s most recent accomplishments include being named to Barron’s Top 1,200 Financial Advisors State-by-State (2025), Forbes Best-In-State Wealth Advisors (2025), Forbes Best-In-State Women Advisors (2025), and Forbes America's Top Women Advisors (2021).
Ms. Hatchett currently sits on the board of directors for iMentor, a non-profit organization that mentors inner city and underserved high school students in New York City. She has sat on this board for over 20 years and is passionate that every child gets the opportunity to go to college regardless of their circumstances. She also serves on The NYC Police Foundation Board of Directors and The Lower Eastside Girls Club. She has also previously served on the boards of University of Virginia and St. Mary’s Hospital for Children in New York City. She is also a strong advocate against animal cruelty.
Originally from Lawrenceville, NJ, Ms. Hatchett currently resides in New York City.
2025 Barron's Top 1,200 Financial Advisors: State-by-State
Source: barrons.com (Awarded Mar 2025) Data compiled by Barron's for the period Oct 2023-Sept 2024.
2018-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2021, 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2021, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: OK, OH, WA, NY, IA, AL, UT, TX, OR, MT, MN, ME, IN, ID, HI, VT, NM, MI, AK, VI, NV, NH, CO, SC, PA, KY, DC, CT, WV, LA, SD, ND, WI, NE, AR, KS, PR, TN, NJ, IL, MS, MA, WY, VA, RI, NC, MO, MD, GA, FL, DE, CA, AZ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1546012
NMLS#: 1546012
About Gretchen Marolda
Gretchen Marolda is a Managing Director and Private Wealth Advisor for the Family Wealth Group at Morgan Stanley. Gretchen began her career at US Trust Company (now Bank of America), and brings 26 years of industry experience to the team. Gretchen focuses on complex, ultra-high net worth families where she offers customized advice on estate planning strategies, implementation, asset allocation, and family governance and administration.
Gretchen is adept at providing next-generation advice, prioritizing the seamless transition of wealth and responsibilities across generations. As the financial quarterback for the families she supports, Gretchen collaborates closely with her clients' attorneys, accountants, family offices, and other advisers to implement and steward their financial and planning goals. Gretchen graduated from Fordham University with a BA in Media Studies, and also spent time at the American University of Paris where she studied International Business and French.
Gretchen was born and raised in Northwestern, CT, but now resides in New York City. Outside of the office, Gretchen enjoys traveling, entertaining family and friends, and working with philanthropic associations across New York. She is involved with the University Club of New York as well as being a member of the Estate Planning Council of New York.
Gretchen is adept at providing next-generation advice, prioritizing the seamless transition of wealth and responsibilities across generations. As the financial quarterback for the families she supports, Gretchen collaborates closely with her clients' attorneys, accountants, family offices, and other advisers to implement and steward their financial and planning goals. Gretchen graduated from Fordham University with a BA in Media Studies, and also spent time at the American University of Paris where she studied International Business and French.
Gretchen was born and raised in Northwestern, CT, but now resides in New York City. Outside of the office, Gretchen enjoys traveling, entertaining family and friends, and working with philanthropic associations across New York. She is involved with the University Club of New York as well as being a member of the Estate Planning Council of New York.
Securities Agent: NJ, CO, WI, TX, TN, PR, MS, KY, IL, IA, GA, NE, ND, NC, MA, IN, CA, VI, UT, OK, NM, MT, ID, AL, AK, OH, OR, DE, AZ, WV, VT, PA, NV, NH, MD, LA, AR, DC, WA, ME, FL, NY, MO, MI, KS, WY, VA, SD, RI, MN, HI, SC, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 631985
NMLS#: 631985
About Devin Marino
Devin Marino is a Private Wealth Advisor and has been a member of the Family Wealth Group since 2010. Devin holds the Financial Planning Specialist (FPS) designation and leads the group’s Financial and Estate Planning efforts. Devin earned a BSBA Degree in Finance from The Catholic University of America in 2010, and he holds his Series 7, 66, 65, and 31 licenses.
In The Press
Forbes "Top Next-Generation Wealth Advisors Best-In-State" (2023, 2024)
Forbes "Top Next-Generation Wealth Advisors" (2020)
Barron's "Top 50 Private Wealth Management Teams" (2019-2020)
Forbes Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Aug 2023, 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/24.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded Jul 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
2019-2020 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (2019-2020). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
In The Press
Forbes "Top Next-Generation Wealth Advisors Best-In-State" (2023, 2024)
Forbes "Top Next-Generation Wealth Advisors" (2020)
Barron's "Top 50 Private Wealth Management Teams" (2019-2020)
Forbes Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Aug 2023, 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/24.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded Jul 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
2019-2020 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (2019-2020). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: HI, NE, KY, AZ, SC, OK, NH, IN, FL, CO, MD, MT, IA, DC, ID, WV, RI, LA, CA, AL, SD, PR, PA, NM, MI, WI, VI, OH, NV, IL, WY, WA, VT, TX, OR, NJ, NC, ME, MA, GA, DE, CT, KS, AR, AK, VA, UT, TN, NY, ND, MS, MO, MN; General Securities Representative; Investment Advisor Representative; Managed Futures
About Stefan Carouge
Stefan Carouge has been a member of the Family Wealth Group at Morgan Stanley since 2013. Stefan serves as the Family Wealth Group’s operational manager, where he handles all operational matters for the team. Stefan assists clients with their various financial services needs including, but not limited to, everyday cash management and lending solutions. Stefan holds his Series 7, 65 and 63 licenses and is a member of the Omicron Delta Epsilon national economics honor society. Stefan graduated Cum Laude from Hobart and William Smith Colleges in 2012 with a degree in Economics. Stefan lives outside of Philadelphia with his wife and son and enjoys golfing, skiing and spending time with his family.
About Patrick Brigman
Patrick Brigman, CFA® , is a Portfolio Management Associate Director for the Family Wealth Group. He is integral to the team’s investment selection and management processes among many other responsibilities.
In 2014, he joined the team after several years working in the firm’s investment performance reporting group. Prior to joining Morgan Stanley, Patrick worked as a statistical analyst for the Department of Commerce during the 2007 Economic Census.
Patrick is relentless student of finance. He earned his Bachelors of Science in Economics and Mathematics at Centre College in Danville, KY, graduating with honors. Soon after, he completed the MBA program at the University of Louisville as the youngest member in the cohort. Upon arriving to New York at age 25, he completed the arduous process to earn the esteemed CFA®* Charterholder designation.
Outside of work, Patrick spends the majority of his time with his wife and two children, Ruby and Dean. He shares with them his passion for the outdoors via mountain climbing, hiking, and kayaking.
*This role cannot solicit or provide investment advice.
In 2014, he joined the team after several years working in the firm’s investment performance reporting group. Prior to joining Morgan Stanley, Patrick worked as a statistical analyst for the Department of Commerce during the 2007 Economic Census.
Patrick is relentless student of finance. He earned his Bachelors of Science in Economics and Mathematics at Centre College in Danville, KY, graduating with honors. Soon after, he completed the MBA program at the University of Louisville as the youngest member in the cohort. Upon arriving to New York at age 25, he completed the arduous process to earn the esteemed CFA®* Charterholder designation.
Outside of work, Patrick spends the majority of his time with his wife and two children, Ruby and Dean. He shares with them his passion for the outdoors via mountain climbing, hiking, and kayaking.
*This role cannot solicit or provide investment advice.
Securities Agent: ND, DC, OH, NV, ID, CT, CA, AZ, AL, WV, VI, VA, PR, PA, MD, CO, AK, NM, LA, WI, UT, OR, TX, MT, MN, FL, VT, MO, MA, IL, WY, RI, KY, KS, IN, AR, SD, SC, NY, MI, IA, TN, NJ, NH, NE, NC, MS, ME, HI, GA, DE, WA, OK; General Securities Representative; Investment Advisor Representative
About Julia Bartolomeo
Julia Bartolomeo is Vice President and serves as Portfolio Management Associate Director for the Family Wealth Group in Morgan Stanley Private Wealth Management.
Julia is a CERTIFIED FINANCIAL PLANNER™ professional* with over 15 years’ experience in the financial services industry. A Philadelphia native, Julia graduated from the University of Pennsylvania in 2009. She began her career at Vanguard, and joined the Family Wealth Group in 2018. Within the Team, Julia focuses on developing customized solutions and holistic financial strategies for ultra-high net worth individuals and families. She holds the Series 7 and 66 licenses.
*This role cannot solicit or provide investment advice.
Julia is a CERTIFIED FINANCIAL PLANNER™ professional* with over 15 years’ experience in the financial services industry. A Philadelphia native, Julia graduated from the University of Pennsylvania in 2009. She began her career at Vanguard, and joined the Family Wealth Group in 2018. Within the Team, Julia focuses on developing customized solutions and holistic financial strategies for ultra-high net worth individuals and families. She holds the Series 7 and 66 licenses.
*This role cannot solicit or provide investment advice.
About Thomas Arocho
Thomas Arocho is a Vice President and Business Development Director of the Family Wealth Group. He is dedicated to assisting ultra-high-net-worth individuals, including corporate executives, and their families in achieving their financial goals. While he focuses primarily on the day-to-day account administration, he also works very closely with our Private Wealth Advisors and clients to develop and implement customized financial plans, which includes but is not limited to balance sheet management, asset allocation, cash flow planning and multi-generational trust and estate planning.
Tom began his career in 2007 after earning his Bachelor’s degree in Finance and Economics from Marist College. He earned his Certified Trust and Fiduciary Advisor* (CTFA) designation in 2020. Prior to joining Morgan Stanley in 2021, Tom spent time as a Senior Trust Advisor at Northern Trust and an Associate Relationship Manager at U.S. Trust.
Tom grew up in Queens, NY and currently resides in Port Washington (Long Island) with his wife, Sarah, and two boys, Tommy and Johnny. He enjoys spending time with his family, traveling and playing golf.
*This role cannot solicit or provide investment advice.
Tom began his career in 2007 after earning his Bachelor’s degree in Finance and Economics from Marist College. He earned his Certified Trust and Fiduciary Advisor* (CTFA) designation in 2020. Prior to joining Morgan Stanley in 2021, Tom spent time as a Senior Trust Advisor at Northern Trust and an Associate Relationship Manager at U.S. Trust.
Tom grew up in Queens, NY and currently resides in Port Washington (Long Island) with his wife, Sarah, and two boys, Tommy and Johnny. He enjoys spending time with his family, traveling and playing golf.
*This role cannot solicit or provide investment advice.
About Christina Williams
Christina Williams joined The Family Wealth Group in 2021 as Director of Business Strategy. Her primary responsibilities include developing administrative strategies necessary for clients to achieve their financial and investment goals through collaboration with cross-functional stakeholders. She focuses on the development, implementation, and execution of tailored administrative solutions to assist with managing and simplifying client complex financial lives.
Christina most recently served as a Client Advisor at The Northern Trust Company, where she specialized in administrative oversight of complex wealth transfer strategies or ultra-high-net-worth families, family offices, foundations, C-suite executives, and entrepreneurs. Prior to her role at Northern Trust, Christina was an Associate Relationship Manager at U.S. Trust.
With over 15 years of experience in various administrative and advisory roles, her diverse experience in banking, lending, investment, and fiduciary services equips her with a unique perspective needed to understand the interplay between administrative strategies and client needs, enabling her to offer comprehensive and tailored solutions that address client immediate and long-term financial objectives.
Christina is a graduate of Fordham University and holds the Certified Trust & Financial Advisor* (CTFA) designation, as well as Series 7 and 66 licenses. In addition to her professional work, Christina provides free financial counseling services to underserved communities in Brooklyn, NY, where she resides with her partner and two children.
*This role cannot solicit or provide investment advice.
Christina most recently served as a Client Advisor at The Northern Trust Company, where she specialized in administrative oversight of complex wealth transfer strategies or ultra-high-net-worth families, family offices, foundations, C-suite executives, and entrepreneurs. Prior to her role at Northern Trust, Christina was an Associate Relationship Manager at U.S. Trust.
With over 15 years of experience in various administrative and advisory roles, her diverse experience in banking, lending, investment, and fiduciary services equips her with a unique perspective needed to understand the interplay between administrative strategies and client needs, enabling her to offer comprehensive and tailored solutions that address client immediate and long-term financial objectives.
Christina is a graduate of Fordham University and holds the Certified Trust & Financial Advisor* (CTFA) designation, as well as Series 7 and 66 licenses. In addition to her professional work, Christina provides free financial counseling services to underserved communities in Brooklyn, NY, where she resides with her partner and two children.
*This role cannot solicit or provide investment advice.
About Brendan Mahon
Brendan Mahon joined the Family Wealth Group in 2016 after graduating from Marquette University with a degree in finance. His primary responsibilities include client relationship management, portfolio trading and client reporting. He has over seven years’ experience working with ultra-high net worth clients. Brendan holds the Series 7 and 66 licenses.
In college and high school, Brendan was a member of the varsity lacrosse team, a sport which he continues to compete in and enjoy. Brendan’s passions also include the outdoors, hunting, fishing and time spent in the Rockies with family and friends. He lives with his wife, Jessie, in Yonkers, New York.
In college and high school, Brendan was a member of the varsity lacrosse team, a sport which he continues to compete in and enjoy. Brendan’s passions also include the outdoors, hunting, fishing and time spent in the Rockies with family and friends. He lives with his wife, Jessie, in Yonkers, New York.
About Mark Lombardi, CRPC®
Mark Lombardi is an Associate at Morgan Stanley Private Wealth Management. He joined the company in 2020 and has been in the financial services field since 2016. Mark focuses on financial planning for ultra-high-net-worth clients, using financial plans to provide investment strategies tailored to each client's goals. He also monitors account performance, conducts client portfolio reviews, and provides ongoing education about products and services offered by the firm.
Mark is a Chartered Retirement Planning Counselor®*. He holds the Series 7 and Series 66 licenses, is a licensed insurance agent in New York and Florida, and is a graduate of SUNY Binghamton.
*This role cannot solicit or provide investment advice.
Mark is a Chartered Retirement Planning Counselor®*. He holds the Series 7 and Series 66 licenses, is a licensed insurance agent in New York and Florida, and is a graduate of SUNY Binghamton.
*This role cannot solicit or provide investment advice.
About Raffaele Provvisiero
Raffaele Provvisiero is a Portfolio Associate who has worked in the financial services industry for over twenty years. Raffaele is experienced in many aspects of the financial services field, from Wealth Management to cash management and lending. Raffaele holds a B.S. in Finance from Hofstra University and is still active in the Alumni Association. He currently holds the Series 7, 65, and 63 licenses.
Raffaele and his wife Christine enjoy Biking, Running, Hiking, and Golf. Raffaele is an avid softball player. Raffaele is a Queens, New York native who always enjoys a good Mets game in his free time.
Raffaele and his wife Christine enjoy Biking, Running, Hiking, and Golf. Raffaele is an avid softball player. Raffaele is a Queens, New York native who always enjoys a good Mets game in his free time.
About Gabriella Ropke
Gabriella Ropke is PWM Client Service Associate for the Family Wealth Group at Morgan Stanley Private Wealth Management. She brings over 30 years of industry experience to the team, and focuses on client communication, team operations, and new household onboarding. Prior to Morgan Stanley, Gabriella worked at Bank of America Private Wealth Management after transitioning from their Institutional Retirement division.
Gabriella was born in Brooklyn, NY, and raised in both Pennsylvania and New Jersey, where she now resides in Elmwood Park with her husband. Outside of the office, Gabriella enjoys travelling, spending time with family and friends, and volunteering at the Turtle Back Zoo in West Orange, NJ.
Gabriella was born in Brooklyn, NY, and raised in both Pennsylvania and New Jersey, where she now resides in Elmwood Park with her husband. Outside of the office, Gabriella enjoys travelling, spending time with family and friends, and volunteering at the Turtle Back Zoo in West Orange, NJ.
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Portfolio Insights
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Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
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LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
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- Lifestyle Advisory
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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.
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
3Morgan 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
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
3Morgan 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
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)