Dana Jackson
Managing Director, Private Wealth Management, Private Wealth Advisor, Alternative Investments Director, Investing with Impact Director, International Client Advisor, Senior Institutional Consultant
Morgan Stanley Private Wealth Management
Jackson Capital Group
Direct:
(650) 234-5901(650) 234-5901
Our Mission Statement
We seek to provide an institutional approach to wealth management, embracing open architecture with a commitment to providing unbiased advice.
Welcome
Jackson Capital Group is focused on providing solutions for what matters most to our clients. Change is constant on Wall Street, and many firms have come and gone, but our family has been giving financial advice for four generations with an uncompromising commitment to work in the best interests of our clients.
At the core of our services is a disciplined approach that starts with listening and understanding your life’s vision. We seek to optimize what wealth can do for you and the causes that you care about.
Our 8 person team is led by Dana Jackson, Managing Director Wealth Management and Senior Institutional Consultant. Dana has been a constant, spending over 20 years at the same firm on Sand Hill Road. Barron’s has recognized him as one of the top financial advisors in the state for the last 12 years.
Our network of venture capitalists, entrepreneurs, and family offices combined with the resources of Morgan Stanley provides access to “best ideas” and potential investment opportunities. Dana has virtually unparalleled experience guiding founders and early employees through concentrated stock and stock option management, taxation, estate and trust design, and philanthropic planning. We advise our clients on private equity liquidity, hedging, and portfolio design.
We are selectively adding a few relationships this year and if you would like to learn more, we would welcome that conversation.
2014-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2025). Data compiled by Barron's based on 12-month period
At the core of our services is a disciplined approach that starts with listening and understanding your life’s vision. We seek to optimize what wealth can do for you and the causes that you care about.
Our 8 person team is led by Dana Jackson, Managing Director Wealth Management and Senior Institutional Consultant. Dana has been a constant, spending over 20 years at the same firm on Sand Hill Road. Barron’s has recognized him as one of the top financial advisors in the state for the last 12 years.
Our network of venture capitalists, entrepreneurs, and family offices combined with the resources of Morgan Stanley provides access to “best ideas” and potential investment opportunities. Dana has virtually unparalleled experience guiding founders and early employees through concentrated stock and stock option management, taxation, estate and trust design, and philanthropic planning. We advise our clients on private equity liquidity, hedging, and portfolio design.
We are selectively adding a few relationships this year and if you would like to learn more, we would welcome that conversation.
2014-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2025). Data compiled by Barron's based on 12-month period
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
OUR PHILOSOPHY
Our team's investment philosophy is centered around three pillars: maintaining an institutional approach, following a bespoke consulting process, and focusing on tax efficiency.
Institutional Approach
We truly believe that we do better when you do better. We seek to provide an institutional approach to wealth management, embracing open architecture with a commitment to providing unbiased advice. Having 30 years of experience on Sand Hill Road, we understand the importance of having a macro-outlook when assessing each client's financial situation. Using our proprietary reporting system, our team has access to a variety of funds and money managers, helping us tailor each allocation strategy using the best offerings across asset classes.
Consulting Process
We follow a six-step approach to get a holistic view of your financial picture and assess which strategies are best suited to balance your needs and long-term goals.
- Needs Analysis - We review your time horizon, risk tolerance, cash in- and out-flows, and reserves.
- Strategy Planning – We work with external advisors (CPA, attorney, etc.) to formulate a tax, trust, and estate strategy to protect your wealth.
- Investment Policy – We will work with you to establish guidelines for portfolio design.
- Asset Allocation - We will build a diversified portfolio designed for optimized risk-adjusted returns, tailored to your situation.
- Manager Selection – We will identify the appropriate investment vehicles, managers, and funds, combining open architecture with unbiased advice.
- Portfolio Monitoring and Review – Our group uses a proprietary reporting system developed to give a comprehensive view of your portfolio and allows us to tactically adjust your portfolio based on current market conditions.
Focus on Tax Efficiency
Taxes are, in our opinion, the most expensive cost of doing investment business. Therefore, tax management is a significant focus of what we do.
Tax efficient techniques we consider include:
- Low-turnover equity portfolio management
- Harvesting portfolios for capital losses to build an inventory for offsetting gains
- Helping clients evaluate other investments (e.g., Venture Capital) for opportunistic tax loss recognition
- Focus on identifying tax-exempt securities where possible, and Coordinating with CPA's and Estate Attorneys to promote the greatest level of tax-efficiency
Awards and Designations
Barron's Top 250 Private Wealth Management Team
The Jackson Capital Group has been named one of the Top 250 Private Wealth Management teams in the nation by Barron's.
2025 Barron's Top 250 Private Wealth Management Team
Source: Barron's (Awarded May 2025). Data compiled by Barron's based for the period Jan 2024-Dec 2024.
Forbes Best-In-State Wealth Management Team
The Jackson Capital Group has been named a 2025 Best-In-State Wealth Management Team by Forbes Magazine for California Private Wealth.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
Barron's Hall of Fame Advisor
Dana Jackson was named a Barron's Hall of Fame Advisor in 2019.
Barron's Hall Of Fame 2019 List
Source: The Barron's "Hall of Fame" list, published throughout 2019. Based on Barron's rankings received over the prior 10 years.
Forbes Best-In-State Wealth Advisor
Dana Jackson has been ranked #13 on the 2025 list of Best-In-State Wealth Advisors by Forbes.
2025 Forbes Best-In-State Wealth Advisors
Source: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC based for the period 6/30/23–6/30/24.
Barron's Top 100 Financial Advisors
Dana Jackson has been included in the rankings for Barron's Top 100 Financial Advisors for 13 years.
2005-2011, 2015-2020 Barron's Top 100 Financial Advisors
Source: Barrons.com (Awarded 2005-2011, 2015-2020). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors
Dana Jackson has been named a Top 1,200 Financial Advisor by Barrons for the last 12 years.
2014-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Forbes America's Top Next-Generation Wealth Advisor
Deke Jackson has been recognized as a Top Next-Generation Wealth Advisor by Forbes for 4 years.
2017-2019, 2025 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2019, 2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Investor Resources
U.S. Policy Pulse
The "One Big Beautiful Bill Act" makes the individual and corporate tax cuts from the TCJA permanent, and introduces new individual and business tax cuts.
Review this cheat sheet to learn more about how these changes may impact you and the implications for the fiscal deficit.
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Estate Planning
The key to determining which tax, trust, and estate strategies to execute is to understand the interplay of personal and external factors. Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Explore our resources to help preserve and protect your legacy.
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For the Entrepreneur
Many of our clients are Entrepreneurs & Founders with complex needs that require a sophisticated understanding of financial matters. Working with a strong advisory team allows business owners to rely on professional experience and expertise, working in a coordinated manner to help the entrepreneur.
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Family Office Resources
Reflecting on how the most successful families create and maintain enduring legacies across multiple generations, Morgan Stanley Family Office Resources (FOR) is structured to help clients define a guiding vision, and translate that vision into effective strategies.
Location
2725 Sand Hill Rd.
Suite 100
Menlo Park, CA 94025
US
Direct:
(650) 234-5901(650) 234-5901
2725 Sand Hill Road
Suite 100
Menlo Park, CA 94025
US
Meet Jackson Capital Group
Deke Jackson
First Vice President, Private Wealth Advisor, Family Wealth Director, Workplace Advisor - Equity Compensation
Andy Lee, CFA
Senior Vice President, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director, Workplace Advisor - Equity Compensation
Selina Reyes
Senior Registered Associate
Ellie Jackson
Client Service Associate
Nhi Giang
Senior Registered Client Services Associate
Tong Nguyen
Client Service Associate
Will Maung, CFP®
Registered Client Service Associate
Phyllis Lin
Private Wealth Management Analyst
About Dana Jackson
Dana Jackson is a Managing Director and part of Private Wealth Management which focuses on Morgan Stanley’s most sophisticated taxable clients. The team helps clients with concentrated stock, estate planning, strategies, cash flow modeling and family governance. They have been on Sand Hill Road working with entrepreneurs for over two decades. He is also an Institutional Consulting Director with Graystone Consulting, a division of Morgan Stanley that that focuses on endowments, foundations, and family offices. In that role his team is responsible for reviewing investment policy plans, asset allocation, performance evaluation, risk management, manager selection and fiduciary oversight. Dana started at Kidder Peabody and has been at the firm for over 25 years.
Accolades include:
• Barron's Hall of Fame Advisor
• Barron’s Top 100 Financial Advisors from 2005- 2011, 2015 - 2020.
• Financial Times – Top 400 Financial Advisors 2016, 2018-2019
• Research Magazine- One of the top three of the Top Ranked Advisory Teams in America from 2005
Dana is a Board Member of Association of Professional Investment Consultants, is on the Impact Investing Advisory Board for Graystone, and is a frequent speaker at industry conferences. He lives in Woodside with his wife Loreen and has four children. Dana is very involved with charities and youth lacrosse in the area. He studied Economics at Hobart College.
2016, 2018, 2019 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2016; data 9/30/13 - 9/30/15
Source: Research (September 2005) Top Ranked Advisor Teams in America awarded in 2005. This ranking was determined based on an evaluation process conducted by Research Magazine during the period from 09/01/2005 - 09/30/2005. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Research Magazine to obtain or use the ranking. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate and industry certifications*. Ratings are based on the opinion of Research Magazine and may not be representative of any one client’s experience nor indicative of the financial advisor’s future performance.
Barron's Hall Of Fame 2019 List
Source: The Barron’s “Hall of Fame” list, published throughout 2022. Based on Barron’s rankings received over the prior 10 years.
Awards Disclosures
Accolades include:
• Barron's Hall of Fame Advisor
• Barron’s Top 100 Financial Advisors from 2005- 2011, 2015 - 2020.
• Financial Times – Top 400 Financial Advisors 2016, 2018-2019
• Research Magazine- One of the top three of the Top Ranked Advisory Teams in America from 2005
Dana is a Board Member of Association of Professional Investment Consultants, is on the Impact Investing Advisory Board for Graystone, and is a frequent speaker at industry conferences. He lives in Woodside with his wife Loreen and has four children. Dana is very involved with charities and youth lacrosse in the area. He studied Economics at Hobart College.
2016, 2018, 2019 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2016; data 9/30/13 - 9/30/15
Source: Research (September 2005) Top Ranked Advisor Teams in America awarded in 2005. This ranking was determined based on an evaluation process conducted by Research Magazine during the period from 09/01/2005 - 09/30/2005. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Research Magazine to obtain or use the ranking. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate and industry certifications*. Ratings are based on the opinion of Research Magazine and may not be representative of any one client’s experience nor indicative of the financial advisor’s future performance.
Barron's Hall Of Fame 2019 List
Source: The Barron’s “Hall of Fame” list, published throughout 2022. Based on Barron’s rankings received over the prior 10 years.
Awards Disclosures
Securities Agent: IA, ME, MS, ND, NE, NM, VI, WV, WY, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, LA, AK, AR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1301119
NMLS#: 1301119
About Deke Jackson
Deke Jackson is a Private Wealth Advisor with Jackson Capital Group. Deke was named as one of America's Top Next-Generation Wealth Advisors by Forbes in 2017, 2018 & 2019. Prior to Morgan Stanley, Deke worked at Yelp for 3 years. There he was viewed as one of the top salesmen in the company, winning multiple accolades and awards, he was viewed as a leader on the top sales team in the organization. He graduated in 2010 from University of Denver, where he captained the varsity Men’s Lacrosse team.
His responsibilities include cultivating new relationships, brand management, manager due diligence amongst various others.
Deke lives in San Francisco and volunteer coaches Stanford University Men’s lacrosse team. Other hobbies include Golf, Tennis and skiing.
Deke is Series 7, 66 licensed and also holds an Insurance Agent in the State of California (CA Insurance License # 0I66138)
2017, 2018, 2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017, 2018). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
His responsibilities include cultivating new relationships, brand management, manager due diligence amongst various others.
Deke lives in San Francisco and volunteer coaches Stanford University Men’s lacrosse team. Other hobbies include Golf, Tennis and skiing.
Deke is Series 7, 66 licensed and also holds an Insurance Agent in the State of California (CA Insurance License # 0I66138)
2017, 2018, 2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017, 2018). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Securities Agent: NE, IA, WY, HI, ME, MS, LA, AR, OK, NV, MA, NC, MN, SC, CT, DC, MT, NJ, KS, GA, KY, RI, IL, PR, MD, WI, WV, MO, AZ, NH, ID, AL, CO, OR, UT, FL, NY, TN, SD, PA, AK, NM, MI, OH, DE, CA, TX, IN, VA, VT, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1401623
NMLS#: 1401623
About Andy Lee
Andy Lee is a Private Wealth Advisor with the Jackson Capital Group at Morgan Stanley which focuses on servicing UHNW and institutional clients. Andy has worked with the team for over 13 years in a variety of roles where he most
recently served as the Director of Investments. His responsibilities include asset allocation strategies, manager due diligence, risk management solutions, and portfolio implementation, amongst others. Andy graduated with a B.S. in Legal Studies at the University of California, Berkeley with an emphasis in Economics.
He currently resides in Danville with his wife and three children. Andy enjoys snowboarding, wine tasting, exploring new restaurants, and traveling.
recently served as the Director of Investments. His responsibilities include asset allocation strategies, manager due diligence, risk management solutions, and portfolio implementation, amongst others. Andy graduated with a B.S. in Legal Studies at the University of California, Berkeley with an emphasis in Economics.
He currently resides in Danville with his wife and three children. Andy enjoys snowboarding, wine tasting, exploring new restaurants, and traveling.
Securities Agent: DE, CT, CO, CA, AZ, AR, AL, AK, DC, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2323874
NMLS#: 2323874
About Selina Reyes
Selina Reyes has more than 20 years’ experience in the financial industry and joined Morgan Stanley in 2007. Selina is a Senior Registered Associate responsible for the operational and trading functions for ultra-high net worth clients, foundations and institutions; and building client relationships. Prior to working at Morgan Stanley, she worked at Wells Fargo Advisors in 2005 as a Financial Advisor Associate. Prior to that, she was an Assistant Branch Manager at Chase Bank accountable for branch operations, platform sales and customer service. Selina graduated from Assumption College with a B.S.C. in Entrepreneurship. She is CA insurance licensed and holds the Series 7, 63, 66 and 31 registrations. Selina resides in the San Francisco Bay Area. In her spare time, Selina enjoys hiking, walking on the beach, adventurous weekend trips and is into Orange Theory fitness.
About Ellie Jackson
Ellie Jackson acts in a similar capacity to the COO for Jackson Capital Group. Her responsibilities range from driving the team to hit their team goals, to business development and overseeing the quality and satisfaction of client relationships. Ellie received her B.S. from Oregon State University in Environmental Science and a Minor in Business and Entrepreneurship. Ellie loves the outdoors and lives in Portola Valley with her husband, daughter and two dogs.
About Nhi Giang
Nhi earned her B.A. degree in Economics from the University of Berkeley. She has over 8 years of experience in Private Wealth Management and Banking where she focuses on financial planning and banking services for ultra-high net worth clients. Prior to Morgan Stanley, Nhi has had the pleasure of working for many global financial services leaders including JPMorgan Chase Private Client, Bank of America Merrill Lynch in the United States and MEX Wealth Management in Hong Kong.
In her free time, Nhi enjoys being outdoors, scuba diving, and traveling.
In her free time, Nhi enjoys being outdoors, scuba diving, and traveling.
About Tong Nguyen
Tong joined Morgan Stanley in 2022 as a Private Wealth Management Associate. He has over 15 years of experience in investment management, working at different RIAs. Tong received a degree in Economics from University of California, Davis and currently resides in San Jose, CA. Outside the office, Tong enjoys camping and riding bicycles with his wife and two sons.
About Will Maung
Will joined Morgan Stanley in 2025 as a Registered Client Service Associate. He has over seven years of experience in the financial services industry, with a focus in wealth management. Prior to joining Morgan Stanley, he worked on the Private Wealth Management side at Wells Fargo, First Republic, and JP Morgan. He also has experience working at an RIA in wealth management operations and financial planning. Will earned a degree in Finance from San Jose State University and is currently pursuing a Master’s in Financial Planning. He holds Series 7 & 66 licenses, and is a CFP® associate. Outside of work, Will enjoys trying different food around the Bay Area, collecting cards, and staying fit.
About Phyllis Lin
Phyllis joined Morgan Stanley in 2025 as a Private Wealth Management Analyst. Prior to Morgan Stanley, she worked in Citi Investment Banking and Credit Suisse Equity Research. Phyllis earned her degree in Economics from UC Berkeley and currently resides in Burlingame. Outside the office, she enjoys skiing, exploring modern art, playing jazz, and traveling.
Contact Dana Jackson
Contact Deke Jackson
Contact Andy Lee
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
Nathan Hurty
Private Banker
About Nathan Hurty
Nathan Hurty is a Private Banker serving Morgan Stanley Private Wealth Management offices in California.
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.
Nathan began his career in financial services in 2009. He joined Morgan Stanley in 2011, where he served as an Associate Private Banker and Loan Portfolio Manager in the Private Bank. Prior to joining the firm, Nathan was an Associate at Advanced Equities.
Nathan is a graduate of Augustana College, where he received a Bachelor of Arts degree in Finance with a minor in Economics. He lives in San Francisco, California with his family. Outside of the office, Nathan enjoys cooking and is an avid skier.
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.
Nathan began his career in financial services in 2009. He joined Morgan Stanley in 2011, where he served as an Associate Private Banker and Loan Portfolio Manager in the Private Bank. Prior to joining the firm, Nathan was an Associate at Advanced Equities.
Nathan is a graduate of Augustana College, where he received a Bachelor of Arts degree in Finance with a minor in Economics. He lives in San Francisco, California with his family. Outside of the office, Nathan enjoys cooking and is an avid skier.
NMLS#: 1116086
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
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
Wealth Management
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Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
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.
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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures | Morgan Stanley
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.
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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures | Morgan Stanley
CRC 4237142 (02/2025)
