Ginny Greatsinger
Financial Advisor
Direct:
(203) 326-6956(203) 326-6956
Toll-Free:
(800) 233-2353(800) 233-2353
My Mission Statement
Comprehensive wealth planning strategies for your life and legacy
A little bit about me
Hi - and thank you for taking time to learn more about me.
I'm Ginny Greatsinger and I am a Financial Advisor at Morgan Stanley. I'm part of the Connecticut Yankee Group at Morgan Stanley, a financial planning and wealth management services team with decades of experience building meaningful client relationships based on dependability, transparency, and integrity.
Our clients are affluent individuals, multigenerational families, and businesses who want personalized service, and access to Morgan Stanley’s extensive resources to help them build, preserve, and leverage their wealth.
Our team employs a comprehensive and client-centric approach to wealth management, financial planning and estate planning strategies. It all begins with a conversation where we get to know you and your world, and you get to know us and what we bring to the table. We focus on your needs, your goals and what success looks like to you. Putting the client first is one of our Firm's core values, and it's how we do business every day.
Women and Wealth
Women are increasingly the financial decision makers. So, I am a big believer in the power of education combined with trusted guidance to transform a woman’s mindset about investing, money, and their future. It is why I’m committed to empowering women with the knowledge, tools, and support needed to help them achieve their financial goals, and become more confident about managing their wealth.
Click on the Contact Me button above, or schedule a meeting. I’d love to get to know you better and see how we can help.
I'm Ginny Greatsinger and I am a Financial Advisor at Morgan Stanley. I'm part of the Connecticut Yankee Group at Morgan Stanley, a financial planning and wealth management services team with decades of experience building meaningful client relationships based on dependability, transparency, and integrity.
Our clients are affluent individuals, multigenerational families, and businesses who want personalized service, and access to Morgan Stanley’s extensive resources to help them build, preserve, and leverage their wealth.
Our team employs a comprehensive and client-centric approach to wealth management, financial planning and estate planning strategies. It all begins with a conversation where we get to know you and your world, and you get to know us and what we bring to the table. We focus on your needs, your goals and what success looks like to you. Putting the client first is one of our Firm's core values, and it's how we do business every day.
Women and Wealth
Women are increasingly the financial decision makers. So, I am a big believer in the power of education combined with trusted guidance to transform a woman’s mindset about investing, money, and their future. It is why I’m committed to empowering women with the knowledge, tools, and support needed to help them achieve their financial goals, and become more confident about managing their wealth.
Click on the Contact Me button above, or schedule a meeting. I’d love to get to know you better and see how we can help.
Securities Agent: UT, VA, OR, VT, WA, WI, AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1584403
NMLS#: 1584403
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Our client relationships are built on trust, transparency, open communications, and cooperation. We consider it both a privilege and pleasure to work alongside our clients and help them set their priorities and achieve their financial goals. We take pride in our reputation and are honored when our clients refer our services to their friends, colleagues and other family members.
We want you to understand what to expect when you work with us so we've outlined the major steps below. Also understand we will:
• Develop a detailed financial plan based on your goals, timeline and risk appetite.
• Help manage the emotions around your money by defining the purpose, setting priorities, and making data driven decisions.
• Be flexible. Life events and market events will require we review and revise your plan and strategies over time.
We want you to understand what to expect when you work with us so we've outlined the major steps below. Also understand we will:
• Develop a detailed financial plan based on your goals, timeline and risk appetite.
• Help manage the emotions around your money by defining the purpose, setting priorities, and making data driven decisions.
• Be flexible. Life events and market events will require we review and revise your plan and strategies over time.
Step 1: Get to Know You
We begin with an informal conversation to better understand your financial concerns and determine whether we can add substantial value to your situation.
We’ll continue the dialogue by fostering an in-depth conversation where we’ll listen carefully to understand what is important to you, your family and your legacy. We’ll learn about the values that shape your decisions and identify any unique circumstances.
We’ll continue the dialogue by fostering an in-depth conversation where we’ll listen carefully to understand what is important to you, your family and your legacy. We’ll learn about the values that shape your decisions and identify any unique circumstances.
Step 2: Analyze Your Finances
Next, we’ll review your current and future financial situation, determine the likelihood of reaching your goals and address the impact of unexpected life events.
With attention to detail and due diligence, we’ll select appropriate strategies, determine an appropriate asset allocation mix and identify specific tax-efficient strategies.
With attention to detail and due diligence, we’ll select appropriate strategies, determine an appropriate asset allocation mix and identify specific tax-efficient strategies.
Step 3: Tailor Solutions
Here, we’ll present a comprehensive set of recommendations designed to achieve your particular goals. Upon your approval and with our guidance, we will set into motion a course of action that strives to align your investments with your values and vision.
In this step, we may also reach out to your CPA and estate attorney to discuss any tax concerns and understand your existing estate plan to ensure the strategies we recommend are fully coordinated.
In this step, we may also reach out to your CPA and estate attorney to discuss any tax concerns and understand your existing estate plan to ensure the strategies we recommend are fully coordinated.
Step 4: Monitor Results and Provide Ongoing Review
Finally, because personal objectives change and investment strategies evolve, we will set up ongoing meetings to keep your plan on track.
We are committed to keeping a high degree of communication with you to make sure your concerns and requests are always addressed.
We are committed to keeping a high degree of communication with you to make sure your concerns and requests are always addressed.
Community Involvement
I take great pride being an active participant in my community through these organizations:
Rotary Club of Fairfield - Past President – 2021-2022
Fairfield Rotary Foundation
CT District Exchange – President 2024-2025
Exchange Club of Stamford - Past President, 2022-2023
Exchange Club Parenting Skills Center, Past Board Member
Fairfield Community Emergency Response Team
United States Tennis Association
National Association of Professional Women
Rotary Club of Fairfield - Past President – 2021-2022
Fairfield Rotary Foundation
CT District Exchange – President 2024-2025
Exchange Club of Stamford - Past President, 2022-2023
Exchange Club Parenting Skills Center, Past Board Member
Fairfield Community Emergency Response Team
United States Tennis Association
National Association of Professional Women
Explore the Power of Women Supporting Women
For the last three years, the Women in Wealth of Stamford have offered more than 30 online, or in-person events exploring topics of interest and financial importance in our lives – things like health and wellness, relationships, legacy, caring for our world and giving back.
Our goals for providing these fun and information events are simple:
• to foster authentic connections in a warm and welcoming environment
• to engage women at various stages and phases of their financial journey and provide the information and resources they need to potentially be successful
• Ultimately – to help empower women to thrive and confidently navigate their financial world
More than ever, women are making important contributions to the economy. As entrepreneurs, investors and philanthropists, we are seeking to use our wealth to help make a difference and enrich our communities. In doing so we are striving to empower ourselves and others to be financially free.
Today women drive 70-80% of all consumer purchasing, through a combination of buying power and influence. (1) To put that into perspective, 40 million American women aged 50 and over represent $15 trillion in purchasing power. (2) And yet, women are still earning and saving less than men. (3) There’s a lot coming at us, so let’s work together to prepare ourselves.
For more information on the Women in Wealth events, please call me at 203-326-6956 or connect with me using the social media channels listed on my homepage.
Our goals for providing these fun and information events are simple:
• to foster authentic connections in a warm and welcoming environment
• to engage women at various stages and phases of their financial journey and provide the information and resources they need to potentially be successful
• Ultimately – to help empower women to thrive and confidently navigate their financial world
More than ever, women are making important contributions to the economy. As entrepreneurs, investors and philanthropists, we are seeking to use our wealth to help make a difference and enrich our communities. In doing so we are striving to empower ourselves and others to be financially free.
Today women drive 70-80% of all consumer purchasing, through a combination of buying power and influence. (1) To put that into perspective, 40 million American women aged 50 and over represent $15 trillion in purchasing power. (2) And yet, women are still earning and saving less than men. (3) There’s a lot coming at us, so let’s work together to prepare ourselves.
For more information on the Women in Wealth events, please call me at 203-326-6956 or connect with me using the social media channels listed on my homepage.
Your Hosts
The Women in Wealth of Stamford is a group of Morgan Stanley female financial advisors who have come together to help other women achieve their financial goals through education and engagement.
Susan Sheinhaus
Pamela Kiernan
Suzanne Weiser
Ginny Greatsinger
Amy Weiser
Carolina McGoey
Nisha Chisena
We look forward to meeting you at one of our events!!
Susan Sheinhaus
Pamela Kiernan
Suzanne Weiser
Ginny Greatsinger
Amy Weiser
Carolina McGoey
Nisha Chisena
We look forward to meeting you at one of our events!!
_____________________________________________
(1) Bloomberg. Top 10 things everyone should know about women consumers.
(2) Forbes. How to Harness the Untapped Spending Power of the 50-ish Super Consumer.
(3) Forbes. Why and How Women Must Prepare Differently for the Future.
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(2) Forbes. How to Harness the Untapped Spending Power of the 50-ish Super Consumer.
(3) Forbes. Why and How Women Must Prepare Differently for the Future.
_________________________________________
A suite of digital tools to help you view, manage and leverage your wealth - safely and securely.
Utilizing a holistic approach, we implement a state-of-the-art wealth management process designed specifically to meet the customized needs of high-net-worth clients. The technology we use is safe, smart, fast and flexible – which is why we can continue to deliver a best-in-class service.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
- Access to Import Documents. Sign up for digital access to all of your financial documents.
- Current Financial News. Access up-to-date news, current market data, research, company profiles, and quotes.
Learn More Here- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
- Access to Import Documents. Sign up for digital access to all of your financial documents.
- Current Financial News. Access up-to-date news, current market data, research, company profiles, and quotes.
Total Wealth View
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. It also gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Learn More HereThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. It also gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. We proactively defend our systems and monitor the threat landscape to help anticipate issues before they arise and respond appropriately when they do.
We also provide advice and best practices to safeguard your personal information external of the firm as well. To learn more about the measures we take in the face of a constantly evolving cyber threat landscape and how you can better protect yourself, please visit our new Online Security Center.
Learn More HereWe also provide advice and best practices to safeguard your personal information external of the firm as well. To learn more about the measures we take in the face of a constantly evolving cyber threat landscape and how you can better protect yourself, please visit our new Online Security Center.
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
Learn More Here
Reserved Offers
Clients with $1 million+ in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. As a Reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
Reserved Offers are exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment and more.
Signature Access
Signature Access, the highest tier of Morgan Stanley’s complimentary loyalty program Reserved Living & Giving, gives clients with $10 million or more in assets at the firm access to world class services such as Private Health Advisory, Personal Cybersecurity Services, Aircraft Management and more in addition to all the discounts and content available through Reserved Living & Giving.
Learn More HereReserved Offers are exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment and more.
Signature Access
Signature Access, the highest tier of Morgan Stanley’s complimentary loyalty program Reserved Living & Giving, gives clients with $10 million or more in assets at the firm access to world class services such as Private Health Advisory, Personal Cybersecurity Services, Aircraft Management and more in addition to all the discounts and content available through Reserved Living & Giving.
Portfolio Risk Platform
Our Portfolio Risk Platform leverages Aladdin, Blackrock's state-of-the-art risk engine used by many of the world's largest institutional asset managers. This unique risk management solution has been fully customized by Morgan Stanley to better meet your needs. Providing a sophisticated view of risk across your portfolio held at Morgan Stanley as well as other financial institutions. The Portfolio Risk Platform enables a deeper understanding of your portfolio, helping us work with you to manage your risk while proactively giving you a full picture of your portfolio’s health.
See how you can view hypothetical performance based on certain factors and simulated market shocks (a drop in the S&P 500) or historical scenarios (the 2008 Financial Crisis) in the video below.
Learn More HereSee how you can view hypothetical performance based on certain factors and simulated market shocks (a drop in the S&P 500) or historical scenarios (the 2008 Financial Crisis) in the video below.
Location
4 Landmark Square
2nd Floor
Stamford, CT 06901
US
Direct:
(203) 326-6956(203) 326-6956
Toll-Free:
(800) 233-2353(800) 233-2353
Fax:
(203) 967-7006(203) 967-7006
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 Ginny Greatsinger today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Alternative 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.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
5The 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.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Alternative 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.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
5The 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.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
CRC 6491812 (04/2024)
