Percy Hamilton Clark
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(202) 862-7524(202) 862-7524
Toll-Free:
(800) 745-2451(800) 745-2451
My Mission Statement
Hamilton helps families and associations achieve their long-term financial goals by constructing clearly specialized strategies.
My Story and Services
Hamilton Clark is a Senior Vice President and Financial Advisor at Morgan Stanley. He began his investment career with the firm in 2010.
Hamilton received his Bachelor of Arts degree from Vanderbilt University and earned his Masters of Business Administration specializing in Finance at The George Washington University School of Business. Prior to joining Morgan Stanley, Hamilton worked for Edelman Financial Services in Fairfax, VA and the Corporate Executive Board in Arlington, VA.
Hamilton started his career with Morgan Stanley as a financial advisor working with high net worth families, foundations and associations. Today, he continues to provide customized financial plans while giving ongoing advice to his clients. Focusing on a first-rate service comes with specialized attention to his clients’ unique goals.
Hamilton enjoys being involved with the local community. He’s an active member of Friends of Acadia, an organization that supports land conservation with the National Park. Whenever he gets the chance he volunteers at the Center City Public Charter School in DC.
Hamilton received his Bachelor of Arts degree from Vanderbilt University and earned his Masters of Business Administration specializing in Finance at The George Washington University School of Business. Prior to joining Morgan Stanley, Hamilton worked for Edelman Financial Services in Fairfax, VA and the Corporate Executive Board in Arlington, VA.
Hamilton started his career with Morgan Stanley as a financial advisor working with high net worth families, foundations and associations. Today, he continues to provide customized financial plans while giving ongoing advice to his clients. Focusing on a first-rate service comes with specialized attention to his clients’ unique goals.
Hamilton enjoys being involved with the local community. He’s an active member of Friends of Acadia, an organization that supports land conservation with the National Park. Whenever he gets the chance he volunteers at the Center City Public Charter School in DC.
Securities Agent: DE, CA, WY, OR, NJ, IA, UT, TN, PA, LA, CT, AZ, VA, SD, NH, IL, WA, MT, MD, DC, WV, OH, MA, GA, SC, NY, ND, NC, MN, ME, CO, NE, FL, TX, NV, NM, MI, IN, AL, WI, VT; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Planning Ahead
Trust and Estate Planning
Hamilton helps his clients and their family open the conversation up to the sensitive, but essential topic of estate planning. Preserving and then transferring wealth may provide a comfortable future for families.
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Philanthropic Planning
Begin or continue your philanthropic journey by identifying causes that are close to your heart. Implementing a strategy may be challenging when you care for more than one cause. Let an expert help you with your journey.
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Family Governance & Education
Running a family business, operating a family office or simply investing as a family is challenging. It's critical to create a cohesive and thorough framework that helps your family make important financial decisions.
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Signature Access
Working along side Morgan Stanley allows you to get connected with vetted professionals who provide a variety of services to help you contain costs, mitigate risk and enhance overall life enjoyment. Learn more about Signature Access and the Lifestyle Advisory service down below.
Click to Learn MoreWorking with Business Accounts
Hamilton has over 10 years experience working with over 250 homeowner's associations, condominium associations, Co-Ops and non-profit organizations. Hamilton is experienced with the fiduciary responsibility incumbent in directing association assets. Working alongside Morgan Stanley gives your organization the security and regulatory requirements needed to confidently work with Hamilton to achieve your short- and long-term goals.
Fixed Income Investment Approach
Although none of our association accounts have identical portfolios, common themes connect our clients. The central theme is to invest in a laddered portfolio of FDIC Certificate of Deposits and U.S. Treasury obligations with an average maturity of three to seven years for longer term strategic reserves and 0 to 360 days for short term operating accounts.
The average maturity of the portfolio is a function of cash flow analysis for each association and our analysis of relative value presented by the yield curve. This disciplined approach has proven to be successful through many interest rate environments and provides the board with the authority to remain fully invested. We strongly recommend, and our clients prefer, investment in individual bonds as opposed to bond funds.
The average maturity of the portfolio is a function of cash flow analysis for each association and our analysis of relative value presented by the yield curve. This disciplined approach has proven to be successful through many interest rate environments and provides the board with the authority to remain fully invested. We strongly recommend, and our clients prefer, investment in individual bonds as opposed to bond funds.
Administration
Prior to opening an account, we assist each association with the formulation of a repeatable investment strategy to ensure your organization has a plan in place in the event of changing officers on your Board. Monthly statement of accounts and confirmations of all transactions are provided to each client, the client's management firm, and the client's auditor. Periodic in person review of account is conducted for officers and board of directors at the association’s convenience. Real time access to account information is available via phone from our office as well as via the Morgan Stanley Online secure website. Your account is constantly monitored and information of timely and relevant nature conveyed to your officers. All cash balances are fully invested in FDIC money market funds and are available for withdrawal by authorized officers of the association via ACH, check writing or wire instructions to our office.
Liquidity
All of our FDIC insured Certificates of Deposit and U.S. Treasury Obligations may be sold prior to maturity in $1,000 denominations at their current market value with no interest penalty. The market value may be more or less than the original investment. Learn more on how we take the precautions to safeguard the assets you entrust to us by clicking down below.
Safeguarding Assets
Flexibility
Depending on your Association’s investment time horizon and verifying suitability within the language of your bylaws, we may consider including equity investments such as Mutual Funds, Exchange Traded Funds and individual stocks to support your longer-term goals.
Your Journey
As your dedicated wealth management advisor, Hamilton will formulate and implement a personalized financial strategy that encompasses all facets of your financial wealth and health. Deploying a step-by-step process that keeps you informed, involved, and on-track is a priority.
Step 1: Discovery
Hamilton will get to know what you and your family value most when building the relationship. Regardless of your goals, he considers your entire financial and personal situation to carefully craft a financial strategy that best suits you and your loved ones.
Step 2: Forming Your Strategy
Using your life goals and personal circumstances as a blueprint, Hamilton will create a risk-balanced strategy that maps out a clear path to achieve your goals.
Step 3: Strategy Implementation
Coupled with Morgan Stanley's global suite of services, Hamilton will conduct careful research and analysis to ensure that you make calculated and versatile action in all market situations.
Step 4: Ongoing Review
Once your plan is implemented, the work has just begun. Hamilton consults with you regularly to monitor the performance of your strategy to ensure that you remain on-track towards your goals despite any changes in life or in the market.
Partnering with Morgan Stanley
Working with one of the biggest wealth management firms has its perks. Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe and efficient. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Morgan Stanley Online (MSO)
• Mobile Banking: Take advantage of
mobile check deposits, paying bills
online and sending money through Zelle,
the fast and safe service to send
and receive money.
• Financial News: Gain access to up-to-
date news stories, current market data,
research, company profiles and quotes.
Morgan Stanley Onlinemobile check deposits, paying bills
online and sending money through Zelle,
the fast and safe service to send
and receive money.
• Financial News: Gain access to up-to-
date news stories, current market data,
research, company profiles and quotes.
Online Security Center
Our dedicated team of cybersecurity experts is drawn from former senior professionals at government security agencies and the technology industry.
In the unlikely event that cyber activity breaches our security measures, we will reimburse you for the losses on your Morgan Stanley accounts that are a result of unauthorized access to our systems through no fault of your own.
Online Security CenterIn the unlikely event that cyber activity breaches our security measures, we will reimburse you for the losses on your Morgan Stanley accounts that are a result of unauthorized access to our systems through no fault of your own.
Total Wealth View
Total Wealth View allows your advisor to view the full extent of your financial situation. This avoids redundancy in investments that may lead to over exposure or capital inefficiency.
Total Wealth View
Aladdin
Aladdin, our new Portfolio Risk Platform, allows your advisor to view your risk and returns across all of your portfolios. Aladdin empowers clients with better analysis of specific risk drivers and models based on simulated markets and scenarios.
Portfolio Risk Platform (Aladdin)Location
1775 I Street NW
Suite 200
Washington, DC 20006
US
Direct:
(202) 862-7524(202) 862-7524
Toll-Free:
(800) 745-2451(800) 745-2451
Fax:
(410) 534-1971(410) 534-1971
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
529 Plans: A Powerful Tool to Save for Education
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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
Article Image
Ready to start a conversation? Contact Percy Hamilton Clark today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC 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
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.
6Morgan 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.
7Morgan 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.
8Alternative 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.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC 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
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.
6Morgan 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.
7Morgan 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.
8Alternative 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.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
