Hudson Rogers, CFP®, CIMA®
My Mission Statement
Meet Hudson
As a CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst®, Hudson helps his clients pursue their investment objectives through comprehensive financial planning, tax-efficient portfolio construction, investment management, and risk management.
Previously, he served as a Consulting Group Analyst where he provided tailored financial plans and investment strategies for the group's advisory relationships. Hudson also contributed to the team’s investment research efforts, conducting due diligence and regularly meeting with equity, fixed income, and alternative investment managers.
Prior to joining The Lenox Group, Hudson worked for the Morgan Stanley Central-North Florida Complex as a Wealth Advisor Associate where he supported Complex Management and Financial Advisors in financial planning, business development, and client service.
Originally from Ohio, Hudson graduated from the University of South Carolina with a degree in Accounting and Finance. Hudson holds his Series 7 and 66 securities licenses as well as his life, health, and variable annuity insurance license. He also carries the internal designation of Financial Planning Specialist.
Hudson currently resides in Manhattan. In his free time, he enjoys spending time with family and friends, travel, and Cincinnati Bengals football.
- 401(k) Rollovers
- Alternative InvestmentsFootnote1
- AnnuitiesFootnote2
- Asset Management
- Business Succession PlanningFootnote3
- Cash Management and Lending ProductsFootnote4
- Donor Advised Funds
- Estate Planning StrategiesFootnote5
- Financial PlanningFootnote6
- Life InsuranceFootnote7
- Philanthropic ManagementFootnote8
- Planning for Education FundingFootnote9
- Professional Portfolio ManagementFootnote10
- Retirement PlanningFootnote11
- Stock Option PlansFootnote12
- Stock Plan ServicesFootnote13
- Trust ServicesFootnote14
- Wealth ManagementFootnote15
NMLS#: 1918456
My Process
Morgan Stanley's personalized wealth management process is designed to provide a road map to your financial future. Leveraging our vast resources — including intellectual capital, experience and dedicated personal service — we can work with you to create a personalized wealth strategy. Then, over time, we can adapt it to changing circumstances, helping you to achieve — and to protect — your goals.
Discover
We start with a conversation to gain a thorough understanding of your needs, lifestyle and family — and your goals for the future.
Advise
We work with you to develop portfolio strategies that help you achieve the outcomes you envision.
Implement
We look across multiple accounts and products to help you implement solutions that are an appropriate fit for your strategy.
Track Progress
We help you track your progress as well as spending and savings to help ensure you remain on track toward your goals.
Resources for Investors
We have been committed to managing alternative investment strategies since 1985. We leverage the strength of our firm to innovate, to deliver world-class products and to customize investment programs that can help meet the unique needs of our clients around the globe. Designed to address investor challenges, our platform includes fund offerings for qualified clients.
At Morgan Stanley, we recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
The Morgan Stanley Private Markets program provides clients with investment opportunities in private companies, a concierge service to buy or sell direct shares of private companies in the secondary market and referrals to third-party liquidity providers for needs that fall outside the scope of the firms offering.
Preserving and transferring your wealth to future generations requires extensive planning and commitment. We offer specific wealth transfer and trust strategies, current will, trust and insurance reviews, and special needs planning in addition to working with your estate and trust counsel.
By providing the right advice, we can help you turn your good intentions into your greatest legacy. We offer the support needed to define your philanthropic goals and develop a strategy to help achieve them.
The Lenox Group offers access to top-tier, third-party professional investment management organizations through Consulting Group, a division of Morgan Stanley that is an acknowledged industry leader in investment manager research, selection and monitoring for over 40 years. These managers offer participation in a wide variety of investment categories and assume responsibility for all day-to-day investment decisions.
Source: Barron's (Awarded May 2024). Data compiled by Barron's for the period from Jan 2023 - Dec 2023.
Source: Forbes.com (Awarded 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
The CERTIFIED FINANCIAL PLANNER® designation is awarded to candidates who have demonstrated extensive knowledge in the areas of Education, Investment, Tax, Retirement, Estate and Insurance planning strategies. CFP® professionals must accrue several years of experience related to delivering financial planning services to clients and pass a comprehensive exam before calling themselves a CFP® Professional and are held to strict ethical standards to ensure financial planning recommendations are in the best interest of their clients.
This designation is one of the premier certifications for investment management and portfolio construction. Professionals who hold this designation have advanced portfolio management, portfolio construction, and risk management skills. To complete the CIMA® certification a candidate needs to demonstrate experience, ethics and superior knowledge in all aspects covered in the program. The CIMA® certification maintains accreditation by the American National Standards Institute (ANSI).
Providing dedicated advice on financial planning, Hudson can conduct a comprehensive analysis of a client's financial situation and work towards developing and implementing a plan that best fits their goals. This designation is awarded by Morgan Stanley to Financial Advisors who demonstrate exceptional knowledge and experience in planning.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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.
2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 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.
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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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.
11When 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.
12Morgan 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.
13Morgan 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.
14Morgan 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.
15Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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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.
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Awards Disclosures
