Fletcher King
My Mission Statement
Work with founders and leaders of growing companies and connect them to Morgan Stanley's vast resources in wealth management and global capital markets.
My Story and Services
I've recently joined a new team called the Centerville Group, click the link below to check out our team website.
- Wealth PlanningFootnote1
- Estate Planning StrategiesFootnote2
- Financial PlanningFootnote3
- Business PlanningFootnote4
- Business Succession PlanningFootnote5
- Retirement PlanningFootnote6
- Trust AccountsFootnote7
- Professional Portfolio ManagementFootnote8
- Endowments and FoundationsFootnote9
- Alternative InvestmentsFootnote10
- Sustainable InvestingFootnote11
- Defined Contribution PlansFootnote12
- Cash Management and Lending ProductsFootnote13
NMLS#: 1297949
My Suite of Services
I value getting to know our clients on a personal level. Our first call is to introduce myself and understand your unique background. After presenting the value I'll add, we can schedule a follow up meeting to get to understand your entire financial background.
My goal is to help you manage your financial affairs in order to achieve your long-term goals. I do this by involving a range of services, including financial planning, investment management, risk management, tax and estate planning strategies.
I am committed to sustainability, investing for the good of humanity and the future of the earth. When we work together, we talk about your values and the impact you want to make with your money and your life.
I can help by creating a comprehensive plan that takes into account your assets, liabilities, and future financial goals. This includes strategies for maximizing the distribution of assets to beneficiaries, managing taxes and other expenses, and ensuring your wishes for your estate are carried out.
I can help you by creating a customized investment strategy that aligns with your unique financial goals and risk tolerance. Whether you are looking to grow your wealth, plan for retirement or preserve your assets, I will be there to provide guidance and support.
I can help business owners prepare for a smooth and efficient transfer of their business to the next generation. I provide personalized strategies and guidance to manage tax implications and preserve assets, helping to ensure the business' legacy and the owners financial confidence for years to come.
My Process
I begin with an informal conversation to understand your financial concerns and determine how I can add value. If we all agree to move forward, we'll schedule our next meeting and request important financial information.
I continue the dialogue we started, learning about the values that shape your decisions and identifying any unique circumstances around your wealth. We review the documents you prepared and begin to define your priorities and timelines.
Here, I utilize industry-leading financial planning tools to develop a personalized and detailed financial plan with specific recommendations to help you grow and preserve your wealth. This serves as the foundation for building your initial plan, as well as future wealth management decisions.
For this step, I will present the personalized plans that are designed to work towards the objectives we had set. Once you understand and approve the strategy, I will take the necessary steps to open accounts with Morgan Stanley and start to implement our investment plan.
Committed to premium service, I focus on developing a relationship that provides value to you and your family. As I begin to implement each strategy, I also want to continue to provide top tier attention to stay on top of those financial objectives and maintain a strong relationship with you.
Modern Wealth Management Tools
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Monthly Outlooks & Updates
I strive to simplify complex financial ideas into a digestible format so that our clients can truly understand the work which goes into planning for their financial futures. I am a firm believer in providing my clients with as many resources as possible so that they may stay informed on the latest market trends, analyses, and outlooks. The resources below provide in-depth analysis on current market events and finance topics that are affecting the business world today.
A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.
Here are the federal tax tables for 2023 to assist with your investment decisions.
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Client Service Team
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Portfolio Insights
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
11The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
12When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
13Morgan 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
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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