John Toomey, CRPS®
Executive Director, Financial Advisor, Family Wealth Director
Phone:
(617) 946-5101(617) 946-5101
The City Point Wealth Management Group at Morgan Stanley
Direct:
(617) 946-5101(617) 946-5101
Toll-Free:
(800) 829-9199(800) 829-9199
Our Mission Statement
Our mission is to oversee a personalized investment framework that supports your lifestyle.
About Us
The City Point Wealth Management Group (CPWM) at Morgan Stanley is a boutique wealth management practice seeking to provide exemplary service and holistic advice to help families and organizations achieve their financial planning, investment, wealth transfer and philanthropic goals.
CPWM was recently formed through the merger of two groups – The Toomey Waterman Group and The Hood Collins Group. Now a six-member team with diverse backgrounds and a strong moral compass, we work with affluent individuals, multi-generational families, foundations and organizations who value close relationships with seasoned advisors.
The decision to combine teams was made so that we may serve our clients more efficiently with more resources and more diversity of thought and talent. Our goal has always been to provide superior service and results to those who put their faith in us. This merger gives us the best opportunity to do so. We look forward to continuing to advise you and your families through all of life’s twists and turns.
Charting a clear and confident course to financial success begins with understanding your values, priorities, and goals for the future. Working together, we define what is most important to you and your family. Using that information, we then develop the appropriate strategies to help you achieve those goals. Through each step, we provide objective advice and investment insights to construct a plan that is uniquely yours.
It is truly a privilege and a responsibility to advise our clients. We realize that relationships are built over time and trust must be earned. Our commitment to our clients is to continually strive to earn that trust throughout our relationship.
Working closely with your other advisors who provide tax and legal advice enables us to maximize the benefits of strategies implemented.
Please contact us to discuss how we may be able to guide you going forward.
CPWM was recently formed through the merger of two groups – The Toomey Waterman Group and The Hood Collins Group. Now a six-member team with diverse backgrounds and a strong moral compass, we work with affluent individuals, multi-generational families, foundations and organizations who value close relationships with seasoned advisors.
The decision to combine teams was made so that we may serve our clients more efficiently with more resources and more diversity of thought and talent. Our goal has always been to provide superior service and results to those who put their faith in us. This merger gives us the best opportunity to do so. We look forward to continuing to advise you and your families through all of life’s twists and turns.
Charting a clear and confident course to financial success begins with understanding your values, priorities, and goals for the future. Working together, we define what is most important to you and your family. Using that information, we then develop the appropriate strategies to help you achieve those goals. Through each step, we provide objective advice and investment insights to construct a plan that is uniquely yours.
It is truly a privilege and a responsibility to advise our clients. We realize that relationships are built over time and trust must be earned. Our commitment to our clients is to continually strive to earn that trust throughout our relationship.
Working closely with your other advisors who provide tax and legal advice enables us to maximize the benefits of strategies implemented.
Please contact us to discuss how we may be able to guide you going forward.
Services Include
- 401(k) Rollovers
- Alternative InvestmentsFootnote1
- Business PlanningFootnote2
- Cash Management and Lending ProductsFootnote3
- Estate Planning StrategiesFootnote4
- Executive Financial ServicesFootnote5
- Financial PlanningFootnote6
- Professional Portfolio ManagementFootnote7
- Retirement PlanningFootnote8
- Stock Plan ServicesFootnote9
- Trust ServicesFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
4 Tax Considerations for Equity Compensation
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Morgan Stanley Portfolio InsightsLocation
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 946-5101(617) 946-5101
Toll-Free:
(800) 829-9199(800) 829-9199
2 North Tamiami Trail
Suite 1100
Sarasota, FL 34236
US
Meet The City Point Wealth Management Group
Kevin Collins, CFP®
Senior Vice President, Financial Advisor, Senior Portfolio Manager, CERTIFIED FINANCIAL PLANNER®, Alternative Investments Director
Phone:
(617) 589-3247(617) 589-3247
David Hood, CFA
Senior Vice President, Financial Advisor, Senior Portfolio Manager, Chartered Financial Analyst, Alternative Investments Director
Phone:
(941) 364-3550(941) 364-3550
Phone:
(617) 589-3429(617) 589-3429
Phone:
(617) 570-2976(617) 570-2976
Nicole Deasy, CFP®
Wealth Management Associate
Phone:
(617) 748-5862(617) 748-5862
Catherine Callahan
Portfolio Associate
Phone:
(617) 478-6524(617) 478-6524
About John Toomey
John is a founding member of the City Point Wealth Management Group and provides a comprehensive planning process and personalized service to affluent clients and families. He focuses on developing customized strategies for wealth transfer, family dynamics, asset management, risk management, lending, philanthropy, business succession and monetization, and restricted securities of corporate executives. Having grown up in a family of educators, John brings a commitment to educating his clients on complex issues as part of his affinity for wealth management.
John offers more than 20 years of industry experience to his clients. Since joining Morgan Stanley in 2008, he has played a leadership role in helping to grow the firm’s franchise on the South Shore and Cape Cod. John holds the Morgan Stanley designation of Family Wealth Director, which means he is part of a select group of highly trained advisors who demonstrate specialized expertise in helping families address the challenges of managing significant multigenerational wealth. In addition, he has obtained the advanced designation of Chartered Retirement Plans Specialist. In recognition of his work with clients, John was named a Forbes Best-In-State Wealth Advisor in 2022 (Massachusetts–Boston; Private Wealth).* He graduated from Suffolk University with a B.A. in English literature.
Outside the office, John enjoys spending time with his wife, Stephanie, and their three children and seven grandchildren. John and Stephanie are very involved in several local charities, including the All Dorchester Sports and Leadership program, Boston Children’s Hospital Blood Donation Center, and Dress for Success. John likes to stay active and recently competed in the Haymakers for Hope charity boxing event.
John offers more than 20 years of industry experience to his clients. Since joining Morgan Stanley in 2008, he has played a leadership role in helping to grow the firm’s franchise on the South Shore and Cape Cod. John holds the Morgan Stanley designation of Family Wealth Director, which means he is part of a select group of highly trained advisors who demonstrate specialized expertise in helping families address the challenges of managing significant multigenerational wealth. In addition, he has obtained the advanced designation of Chartered Retirement Plans Specialist. In recognition of his work with clients, John was named a Forbes Best-In-State Wealth Advisor in 2022 (Massachusetts–Boston; Private Wealth).* He graduated from Suffolk University with a B.A. in English literature.
Outside the office, John enjoys spending time with his wife, Stephanie, and their three children and seven grandchildren. John and Stephanie are very involved in several local charities, including the All Dorchester Sports and Leadership program, Boston Children’s Hospital Blood Donation Center, and Dress for Success. John likes to stay active and recently competed in the Haymakers for Hope charity boxing event.
Securities Agent: RI, NY, NV, ME, GA, CA, WA, NJ, MO, OR, NM, FL, DE, CT, NC, VA, NH, LA, IN, AR, AL, UT, MI, KS, NE, MA, DC, WI, VT, PA, CO, AZ, TN, SC, TX, OH; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 395014
NMLS#: 395014
About Kevin Collins
As a founding member of the City Point Wealth Management Group, Kevin focuses on developing customized wealth and tax planning investment strategies for clients with complex needs. Specifically, he concentrates on investment strategies, portfolio evaluation, financial planning, liability management, and capital market transactions.
Prior to joining Morgan Stanley in 2008, Kevin spent more than 10 years at Bear Stearns, where he was a Managing Director and Principal. He graduated from the University of New Hampshire with a degree in electrical engineering and later earned an M.B.A. in finance from the Wharton School of the University of Pennsylvania. In addition, he is a CERTIFIED FINANCIAL PLANNERTM professional.
Born and raised in New York City, Kevin moved to the Nashua, New Hampshire, area as a teenager. Today, he is married to his college sweetheart, Donna, and they have two grown children, Joe and Abby. Kevin is very active in the Nashua community and supports local groups that advocate for children, including the Boys and Girls Club and PAL.
Prior to joining Morgan Stanley in 2008, Kevin spent more than 10 years at Bear Stearns, where he was a Managing Director and Principal. He graduated from the University of New Hampshire with a degree in electrical engineering and later earned an M.B.A. in finance from the Wharton School of the University of Pennsylvania. In addition, he is a CERTIFIED FINANCIAL PLANNERTM professional.
Born and raised in New York City, Kevin moved to the Nashua, New Hampshire, area as a teenager. Today, he is married to his college sweetheart, Donna, and they have two grown children, Joe and Abby. Kevin is very active in the Nashua community and supports local groups that advocate for children, including the Boys and Girls Club and PAL.
Securities Agent: TN, MO, AZ, RI, NJ, ME, IN, AL, MA, GA, CT, NV, FL, AR, WA, OH, LA, PA, NC, NY, SC, NH, DE, CO, WI, NE, MI, KS, DC, CA, VT, VA, TX, OR, NM; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1605681
NMLS#: 1605681
About David Hood
David is a founding member of the City Point Wealth Management Group and brings more than 35 years of industry experience to the team. He works closely with clients to help them establish financial plans that help achieve their long-term goals. With a particular focus on portfolio construction, evaluation, and monitoring, David uses the full spectrum of Morgan Stanley’s investment platform, including alternative investments to customize an investment strategy and monitor it over time based on each client’s profile.
Before joining Morgan Stanley in 2008, David began his career at Drexel Burnham Lambert and later moved to Bear Stearns, where he served as a Managing Director. Throughout his career, David has continued to grow his knowledge by completing financial courses at Northeastern University and other institutions. He also earned the Chartered Financial Analyst designation in 1992 and holds relevant insurance and securities licenses.
Outside the office, David enjoys spending time and traveling with his wife, Ellen, and their three sons, their wives, and five grandchildren. Additionally, he enjoys fly-fishing, playing golf and tennis, watching sports, visiting museums, and listening to music. David supports many charities, including Bay Cove Human Services in the Boston area and the Sarasota Food Bank in Florida.
Before joining Morgan Stanley in 2008, David began his career at Drexel Burnham Lambert and later moved to Bear Stearns, where he served as a Managing Director. Throughout his career, David has continued to grow his knowledge by completing financial courses at Northeastern University and other institutions. He also earned the Chartered Financial Analyst designation in 1992 and holds relevant insurance and securities licenses.
Outside the office, David enjoys spending time and traveling with his wife, Ellen, and their three sons, their wives, and five grandchildren. Additionally, he enjoys fly-fishing, playing golf and tennis, watching sports, visiting museums, and listening to music. David supports many charities, including Bay Cove Human Services in the Boston area and the Sarasota Food Bank in Florida.
Securities Agent: ME, DC, NE, IN, DE, AR, NJ, NM, NC, GA, WI, NH, KS, AL, SC, PA, OR, TX, LA, CO, WA, VT, RI, MI, MA, FL, VA, MO, CT, UT, CA, AZ, TN, OH, NY, NV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1440023
NMLS#: 1440023
About Jon Sullivan
Throughout his years at Morgan Stanley, Jon has built strong relationships with clients by advising and educating them on wealth transfer, cash management, and asset allocations. He relates well to clients with growing families who are at a similar stage in their lives—building wealth, establishing college savings plans, purchasing homes, and assisting their aging parents. In addition, Jon closely collaborates with clients’ other professional advisors, such as CPAs and attorneys, to create an integrated approach to pursuing their personal and financial goals.
Jon joined Morgan Stanley in 2017 after spending 12 years in the financial services industry as a consultant to financial advisors. Since joining the firm, he has been a recipient of the Pacesetter’s Club Award three years in a row—a recognition given by Morgan Stanley to financial advisors who have demonstrated the highest professional standards and first-class service. Jon earned a bachelor’s degree in political science from Bridgewater State College, where he was selected as an All-American for the varsity football team.
A Boston native, Jon lives in Sudbury with his wife, Jennifer, and their two young children, Michael and Grace. In his free time, Jon serves on the board of Sudbury for Wounded Warriors, which raises funds for the Home Base Program, a nonprofit dedicated to clinical care, wellness, education, and research for veterans.
Jon joined Morgan Stanley in 2017 after spending 12 years in the financial services industry as a consultant to financial advisors. Since joining the firm, he has been a recipient of the Pacesetter’s Club Award three years in a row—a recognition given by Morgan Stanley to financial advisors who have demonstrated the highest professional standards and first-class service. Jon earned a bachelor’s degree in political science from Bridgewater State College, where he was selected as an All-American for the varsity football team.
A Boston native, Jon lives in Sudbury with his wife, Jennifer, and their two young children, Michael and Grace. In his free time, Jon serves on the board of Sudbury for Wounded Warriors, which raises funds for the Home Base Program, a nonprofit dedicated to clinical care, wellness, education, and research for veterans.
Securities Agent: NJ, AZ, VA, TN, SC, NV, NE, MI, ME, CO, AR, WI, RI, NY, NH, MO, MA, KY, CA, TX, OH, GA, DC, NC, IL, DE, CT, LA, KS, FL, OR, AL, PA, NM, MD, VT, WA, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1680479
NMLS#: 1680479
About Joe McCadden
As a financial advisor, Joe helps select individuals and families of substantial means realize their financial goals through comprehensive wealth management tailored to each family's individual asset, tax, and estate planning needs.
Prior to joining Morgan Stanley, Joe was a financial advisor consultant for Eaton Vance Investment Management, where he assisted advisors around the country on how to manage their own ultra-high net worth clients' needs surrounding concentrated stock, fixed income, liquidity, and philanthropy.
Joe and his wife, Kayla, live in Boston. When not in the office, Joe enjoys spending time on Cape Cod playing golf, tennis, reading, and going to the beach with his family. Joe serves as a member of the Young Leaders Committee of The Ireland Funds.
Prior to joining Morgan Stanley, Joe was a financial advisor consultant for Eaton Vance Investment Management, where he assisted advisors around the country on how to manage their own ultra-high net worth clients' needs surrounding concentrated stock, fixed income, liquidity, and philanthropy.
Joe and his wife, Kayla, live in Boston. When not in the office, Joe enjoys spending time on Cape Cod playing golf, tennis, reading, and going to the beach with his family. Joe serves as a member of the Young Leaders Committee of The Ireland Funds.
Securities Agent: SD, NY, AK, RI, OH, CO, AR, VT, IL, CA, OK, ME, ID, VI, OR, NV, NJ, ND, MT, MA, LA, AZ, AL, TX, PA, NH, NE, KS, IN, WY, SC, NC, MD, GA, DE, WA, MO, MI, FL, NM, KY, IA, DC, WV, TN, PR, MS, MN, HI, CT, WI, VA, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 2624622
NMLS#: 2624622
About Nicole Deasy
Nicole is responsible for managing a broad range of day-to-day operations, including client service and portfolio management support. As a registered associate, she is authorized to handle many client needs directly, such as opening and maintaining accounts, executing trade orders, providing performance reports, and processing money movement. Her focus on client communication and proactive service is highly valued by the team and has resulted in close client relationships.
Nicole worked in various areas of the accounting field before beginning her career with Morgan Stanley in 2018. Her prior experience includes three years in the luxury hotel industry, which allowed her to learn the core tenets of exceptional service that she draws upon in working with clients today. Nicole holds a bachelor’s degree in finance from Kutztown University.
Nicole lives south of Boston with her husband, Matthew, and their two young children, Liam and Emily. She enjoys staying active outdoors, reading, and volunteering with local charities.
Nicole worked in various areas of the accounting field before beginning her career with Morgan Stanley in 2018. Her prior experience includes three years in the luxury hotel industry, which allowed her to learn the core tenets of exceptional service that she draws upon in working with clients today. Nicole holds a bachelor’s degree in finance from Kutztown University.
Nicole lives south of Boston with her husband, Matthew, and their two young children, Liam and Emily. She enjoys staying active outdoors, reading, and volunteering with local charities.
About Catherine Callahan
Catherine assists the team with all aspects of client service. She helps keep clients informed about their progress toward their objectives, responds to their inquiries, and provides day-to-day communication and account support. Catherine enjoys building relationships with clients, and she is committed to delivering customized service that helps them feel confident about their financial future.
Catherine has had a long career in the financial industry. Before joining the City Point team in 2024, she spent 20 years working with institutional clients through the consulting arm of Morgan Stanley, and she brings that extensive knowledge to her work with individuals and families today.
Catherine lives north of Boston with her daughter. In her free time, she enjoys gardening and volunteers in her community with seniors, hospice care, and a historical preservation society.
Catherine has had a long career in the financial industry. Before joining the City Point team in 2024, she spent 20 years working with institutional clients through the consulting arm of Morgan Stanley, and she brings that extensive knowledge to her work with individuals and families today.
Catherine lives north of Boston with her daughter. In her free time, she enjoys gardening and volunteers in her community with seniors, hospice care, and a historical preservation society.
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Jessica Birkins
Private Banker
Van Liao, CFP®
Financial Planning Director, Vice President
About Jessica Birkins
Jessica Birkins is a Private Banker serving Morgan Stanley Wealth Management offices in Massachusetts.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jessica began her career in financial services in 2010, and joined Morgan Stanley in 2017 as a Associate Private Banker. Prior to joining the firm, she was a Team Leader and Internal Wholesaler at Eaton Vance.
Jessica is a graduate of the Connecticut College, where she received a Bachelor of Arts in Economics. She lives in Scituate, Massachusetts with her family. Outside of the office, Jessica enjoys spending time with her family, running, and reading.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jessica began her career in financial services in 2010, and joined Morgan Stanley in 2017 as a Associate Private Banker. Prior to joining the firm, she was a Team Leader and Internal Wholesaler at Eaton Vance.
Jessica is a graduate of the Connecticut College, where she received a Bachelor of Arts in Economics. She lives in Scituate, Massachusetts with her family. Outside of the office, Jessica enjoys spending time with her family, running, and reading.
NMLS#: 1699963
About Van Liao
Van Liao is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Boston, MA. She is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Van began his career in financial services in 2006 and joined Morgan Stanley in 2022. Prior to her current position, she was the Sr. Financial Planning Consulting at Citizens Securities, Inc., working closely with financial advisors and their clients on achieving financial success through a holistic approach of financial planning. Before joining Citizens Securities, Inc., Van was with LPL Financial as a Sr. Financial Planning Consultant, where she coached over 3,800 advisors to create comprehensive, client-focused financial plans. Van also spent about 6 years at Wells Fargo Family Wealth, where she collaborated with financial advisors and investment professionals to provide specialized advisory services to high and ultra-high net worth families and business owners.
Van graduated from Clark University with a B.A. in Business Management and M.S. in Finance. She also holds her Certified Financial Planner®. Van is an active member of the Financial Planning Association of New England. She dedicates her time and effort to promoting the planning profession, empowering financial literacy, and building a strong professional community. Van also serves on the Women's Initiative Committee and the DEI Committee and is an active advocate for women and minorities.
Van is of Chinese descent and was born and raised in Ho Chi Minh City, Vietnam. She speaks fluent Vietnamese and Chinese (both Cantonese and Mandarin). Van believes her multi-cultural background has enriched her life in so many ways, personally and professionally.
Van resides in Quincy, MA, with her family, including her husband, her two boys, and a beautiful Siamese cat, Yoyo. Outside of work, Van enjoys traveling, cooking, and spending precious times with her boys.
Van began his career in financial services in 2006 and joined Morgan Stanley in 2022. Prior to her current position, she was the Sr. Financial Planning Consulting at Citizens Securities, Inc., working closely with financial advisors and their clients on achieving financial success through a holistic approach of financial planning. Before joining Citizens Securities, Inc., Van was with LPL Financial as a Sr. Financial Planning Consultant, where she coached over 3,800 advisors to create comprehensive, client-focused financial plans. Van also spent about 6 years at Wells Fargo Family Wealth, where she collaborated with financial advisors and investment professionals to provide specialized advisory services to high and ultra-high net worth families and business owners.
Van graduated from Clark University with a B.A. in Business Management and M.S. in Finance. She also holds her Certified Financial Planner®. Van is an active member of the Financial Planning Association of New England. She dedicates her time and effort to promoting the planning profession, empowering financial literacy, and building a strong professional community. Van also serves on the Women's Initiative Committee and the DEI Committee and is an active advocate for women and minorities.
Van is of Chinese descent and was born and raised in Ho Chi Minh City, Vietnam. She speaks fluent Vietnamese and Chinese (both Cantonese and Mandarin). Van believes her multi-cultural background has enriched her life in so many ways, personally and professionally.
Van resides in Quincy, MA, with her family, including her husband, her two boys, and a beautiful Siamese cat, Yoyo. Outside of work, Van enjoys traveling, cooking, and spending precious times with her boys.
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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Family
Creating customized financial strategies for the challenges that today’s families face.
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529 Plans: A Powerful Tool to Save for Education
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- Set themselves apart by offering comprehensive financial wellness benefits.
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CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Alternative 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.
2Morgan 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.
3Morgan 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
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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 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.
7Morgan 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.
8When 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.
9Morgan 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.
10Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Alternative 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.
2Morgan 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.
3Morgan 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
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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 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.
7Morgan 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.
8When 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.
9Morgan 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.
10Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
