Harlin Hickerson, CFP®, QPFC
Associate Vice President, Wealth Management,
Financial Advisor
Direct:
(615) 665-4735(615) 665-4735
Toll-Free:
(800) 841-0006(800) 841-0006
My Mission Statement
Full picture financial planning and service dedicated to helping make your life goals a reality
My Story and Services
Harlin Hickerson is a Financial Advisor and Associate Vice President at Morgan Stanley, he currently works with a team serving high-net-worth families, small institutions, corporate executives, and retirees, with a focus on asset management, tax management strategies, tailored fixed income strategies, and the protection of concentrated equity positions.
Before joining Morgan Stanley in 2013, Harlin was a Logistics Officer in the United States Marine Corps. He earned the rank of Captain and completed one deployment in 2011 in support of Operation Enduring Freedom in Afghanistan. Prior to joining the Marines, he attended college at Sewanee: The University of the South and was a member of the football team and the Kappa Alpha fraternity, he graduated and earned his B.A. in Economics in 2007.
Since joining the team at Morgan Stanley, Harlin has earned his MBA from the Owen Graduate School of Management in 2018, as well as the Certified Financial Planner designation. He is also proud to be a licensed CPA. (Non-practicing with Morgan Stanley)
Harlin lives in Nashville with his wife Mariko and two children Hayes (6) and Rylee (4). When not working or spending time with family, he likes to exercise, spend time outdoors, and cheer on the local sports teams.
Before joining Morgan Stanley in 2013, Harlin was a Logistics Officer in the United States Marine Corps. He earned the rank of Captain and completed one deployment in 2011 in support of Operation Enduring Freedom in Afghanistan. Prior to joining the Marines, he attended college at Sewanee: The University of the South and was a member of the football team and the Kappa Alpha fraternity, he graduated and earned his B.A. in Economics in 2007.
Since joining the team at Morgan Stanley, Harlin has earned his MBA from the Owen Graduate School of Management in 2018, as well as the Certified Financial Planner designation. He is also proud to be a licensed CPA. (Non-practicing with Morgan Stanley)
Harlin lives in Nashville with his wife Mariko and two children Hayes (6) and Rylee (4). When not working or spending time with family, he likes to exercise, spend time outdoors, and cheer on the local sports teams.
Securities Agent: PA, NY, MI, KY, HI, GA, LA, CO, TX, KS, FL, AL, AR, CA, TN, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1421412
NMLS#: 1421412
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Modern Wealth Management Tools
Morgan Stanley has a suite of resources built specifically to improve the way you approach and view your finances. Here you can find out what those tools are and how they work for you as a trusted client. Take the time to read below and if you have any questions, don't hesitate to set up a meeting with Harlin!
Morgan Stanley Online (MSO)
By going online or using our app, all of your investments and everyday finances are a few taps away with this tool. You'll have instant access to everything you need 24/7.
Total Wealth View
Use this tool to see your entire financial situation by linking your external account information. Take the next step in making the most informed decisions for your future financial success.
Portfolio Risk Platform (Aladdin)
With this risk platform designed by BlackRock, you'll be able measure the risk on your portfolio over a variety of different economic scenarios in order to be fully prepared for whatever may come. This is an innovative tool utilized by some of the world's largest institutional asset managers and as a client you'll have access to it as well.
MS Reserved
Morgan Stanley's Reserved Living & Giving is a complimentary loyalty program that rewards clients who have over a million dollars invested at the firm. This program is meant to enhance your lifestyle and relationship with us apart from our wealth management services.
Moving Forward
Divorce is never easy emotionally or financially, but I'm here for you. Together we'll figure out what your financial situation will look like moving forward.
Getting Organized
I'll walk you through how to help get your new situation in order and a key to this is tracking down documents, updating information like beneficiaries where necessary, and taking inventory of your everything from your accounts to recurring bills. This is the first step in figuring out what you have and need.
Financial Planning and Budgeting
At its core, financial planning is understand the goals you have and creating a process on how to potentially achieve them. We'll need to reconcile your income and savings with how you're spending. I can help you track your spending to get aligned with your new situation.
Building and Protecting Credit
Don't let your credit rating be damaged by the actions of your former spouse. Let's make sure to close all joint credit cards and accounts, then we can take the steps to establish your own credit.
Taxes and Estate Planning Strategies
I'm here to help you review your tax situation, trusts, wills, and even insurance policies. I want to make sure you know where you currently stand in order to help make the best decisions possible as you move forward.
Disclaimers:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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.
Disclaimers:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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.
The Importance of Tax-Efficient Strategies
At Morgan Stanley, we strive to make the most of your finances in every way and that means being tactical about how we approach your tax situation. My team will provide resources and strategies for you to make the most informed decisions. Take the time to read below and learn more.
Tax-Smart Portfolios
Even the smallest reductions in tax costs can have a huge effect on long-term wealth accumulation. Most people underestimate the implications of taxes on investment returns, but our team doesn't.
Learn to Keep More of Your Returns Here
Tax-Loss Harvesting
Don't be so quick to sell out of your positions, our team can help you tactically use your portfolio's positions to help with your long-term investment returns.
Learn More About Tax-Loss Harvesting Here
Tax-Aware Asset Location
Every account is taxed in a unique way, we know this and can help you deploy a tax-aware location strategy that takes each difference into consideration to increase your after-tax returns.
Learn About the Tax-Aware Asset Location Strategy Here
Gifting Tax Considerations
Are you planning on giving away stock or options to a family member or loved one? Our team can help you do so in a tax-efficient way that makes sense for your situation.
Learn More About Gifting Tax Considerations HereLocation
3102 West End Ave
Ste 200
Nashville, TN 37203
US
Direct:
(615) 665-4735(615) 665-4735
Toll-Free:
(800) 841-0006(800) 841-0006
Fax:
(615) 665-4716(615) 665-4716
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Harlin Hickerson today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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)
