Herbert Beron
Executive Director,
Financial Advisor,
Portfolio Manager,
Alternative Investments Director
Direct:
(561) 694-7078(561) 694-7078
Toll-Free:
(800) 327-6187(800) 327-6187
My Mission Statement
My mission is to follow "The Golden Rule." By placing client's interests, objectives and goals above all else, I continually focus on helping families preserve, protect and grow their legacies.
About Me
Herb is an Executive Director and Financial Advisor who draws on over 32 years of experience to deliver investment advice to high net worth families, private business owners, institutional investors, and corporate retirement, pension and 401(k) plans. Herb provides guidance across portfolio management, asset allocation design/implementation, tax and estate planning strategies. He also has extensive knowledge in equity capital markets, commodities, derivatives and interest rates.
Herb grew up in the industry; in high school he worked as a runner in the municipal bond business, delivering and picking up bearer bonds for clients. This experience provided him his first taste of the industry. An industry which inspired his passion for knowledge and his fascination with capital markets transformed into a career in financial services. Prior to joining Morgan Stanley Herb spent 24 years at Prudential and Smith Barney working with middle market institutions and commercial hedgers as a futures specialist.
Herb graduated from Emory University with a BBA in Finance. Since 2007, he has served on the Board of Directors of the Charcot Marie Tooth Association, including being elected Chairman of the Board from 2012-2016. Herb lives in Jupiter, Florida with his wife Rachael and their dog Kofi. Their son and daughter both reside in North Carolina, where their son works as a data engineer and their daughter as a social worker.
Herb grew up in the industry; in high school he worked as a runner in the municipal bond business, delivering and picking up bearer bonds for clients. This experience provided him his first taste of the industry. An industry which inspired his passion for knowledge and his fascination with capital markets transformed into a career in financial services. Prior to joining Morgan Stanley Herb spent 24 years at Prudential and Smith Barney working with middle market institutions and commercial hedgers as a futures specialist.
Herb graduated from Emory University with a BBA in Finance. Since 2007, he has served on the Board of Directors of the Charcot Marie Tooth Association, including being elected Chairman of the Board from 2012-2016. Herb lives in Jupiter, Florida with his wife Rachael and their dog Kofi. Their son and daughter both reside in North Carolina, where their son works as a data engineer and their daughter as a social worker.
Securities Agent: GA, HI, VT, PA, OH, NH, MT, MO, MD, CA, AL, OR, NY, NC, MI, WI, VA, SC, IA, CT, CO, NJ, IN, TX, MN, WA, LA, DC, AZ, MA, IL, FL, RI, NM, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 1253144
NMLS#: 1253144
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WHY CLIENTS HIRE ME
My core principles are simple: putting clients first, leading with exceptional ideas, doing the right thing, and giving back. Leading with these ideas has enabled me to help countless clients navigate their complex financial situations. In addition to these principles, I have identified 4 primary reasons why clients choose to work with us:
Investment Experience
I combine the vast resources of the Morgan Stanley Global Investment Committee with a broad array of third-party, best-in-class investment strategies. These streamlined quantitative programs allow me to simplify the decision-making process when advising clients.
Best Practice Sharing
Sharing best practices has resulted in a deep understanding of the pre/post liquidity planning and relationships which clients require.
Conflict-Free
I am tasked with having the best interests of our clients in mind at all times.
Commitment to Clients
No client is the same: it’s why I take time to listen to you. Listening and having a deep understanding of your situation allows for me to provide solutions specifically tailored to you.
NEXT PHASE
You’ve spent a big part of your life growing your business. As the next phase of life approaches, you are wondering “what should I do next”? Whether it’s spending more time with family or taking on life-fulfilling challenges? These decisions aren’t easy to make on your own.
My philosophy is unique and I understand that it is hard to quantify one’s life work. However, I am focused on the fact that if you exit your business efficiently, it can have long lasting financial benefits . The process is complex and emotional; having a wealth advisor to navigate these challenges is important.
I find that having a succession plan in place will ultimately set you up for success. This is not to say that you should stop running your business, but to encourage you to take time out of you busy schedule to map out the next phase of your life.
My philosophy is unique and I understand that it is hard to quantify one’s life work. However, I am focused on the fact that if you exit your business efficiently, it can have long lasting financial benefits . The process is complex and emotional; having a wealth advisor to navigate these challenges is important.
I find that having a succession plan in place will ultimately set you up for success. This is not to say that you should stop running your business, but to encourage you to take time out of you busy schedule to map out the next phase of your life.
Control
I want to provide as many options as possible to our business clients. Whether it’s receiving continued income for yourself and your family, or donating to charity for a lasting legacy. I am here to guide you to control these outcomes.
Transition
I work with my clients in transition. Even under perfect circumstances, it’s not easy. Giving up control, reinventing yourself outside of your business can play a critical role in having a successful transition plan. During this transition, you need a team of professionals that have your best interest at heart.
Retirement
I help you answer important questions before you walk away from your business. Do you have enough resources and income to live comfortably in retirement? Will you continue to work part time? For enjoyment or to supplement your retirement? I am here to help you answer these questions.
Planning Your Legacy
Whether you have a will, trust, or a health proxy, you need a well-crafted and personal estate planning strategy that will keep your values and wishes intact when you pass your legacy to your beneficiaries. I do not provide or legal advice but will help implement a plan created by our tax and legal advisors. Your beneficiaries are not limited to your children; Beneficiaries can include your favorite charity, extended family or community organization. A plan that meets your needs will help you achieve your wishes.
MONTHLY OUTLOOKS & UPDATES
I strive to simplify complex financial ideas into a digestible format so that clients can truly understand the work which goes into planning for their financial future and livelihood. I'm a firm believer in providing 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.
Goals-Based Planning: Stay on Track
Don’t worry if your financial goals look out of reach now based on what you’ve saved. There are ways to adjust course that are easier than you may think.
Learn More Here
Market Trends
Morgan Stanley strives to help investors find fresh perspectives and develop deeper understanding about markets and economies. Learn more about market trends with our experts, and see how they deliver insights with clarity and transparency.
Learn More Here
Technology & Artificial Intelligence Research
At Morgan Stanley, we bring deep knowledge and expertise to our perspectives. Explore our insights on technology, disruptors and the latest trends.
Learn More Here
Alternative Investments
See how Morgan Stanley experts bring their knowledge of alternative investments to bear on the headlines, data and trends that are shaping financial markets and the global economy today.
Learn More HereHOW I CAN HELP YOU
I strive to provide our clients and prospects with the most up to date information. By combing these services and personalized guidance with data-driven insights, I help clients make confident and informed financial decisions. With access to industry-leading research, I am committed to building long-term relationships and helping you achieve lasting financial success.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
Total Tax 365
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, manage unrealized gains and help keep more of what you earn.
Learn More Here
Morgan Stanley Portfolio Solutions
Portfolios that harness Morgan Stanley's industry-leading advice, resources and risk management—calibrated to your specific goals.
Learn More Here
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income. From simplified vehicles available more broadly to institutional strategies, the platform supports a goals-based approach for asset allocation tailored to investor needs.
Morgan Stanley Alternative Investments
Portfolio Risk Platform
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.
Learn More Here
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio InsightsLocation
3801 Pga Boulevard
Suite 700
Palm Beach Gardens, FL 33410
US
Direct:
(561) 694-7078(561) 694-7078
Toll-Free:
(800) 327-6187(800) 327-6187
Fax:
(561) 694-7073(561) 694-7073
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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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Ready to start a conversation? Contact Herbert Beron today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan 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.
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 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.
5Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan 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.
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 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.
5Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
