Dana Jackson
Managing Director, Private Wealth Advisor, Alternative Investments Director, Investing with Impact Director, International Client Advisor, Senior Institutional Consultant, Founders Specialist
Industry Award WinnerOur Mission Statement
At Jackson Capital Group, we start by listening. Every family, founder, and executive we work with has a story – and understanding that story is the foundation of everything we do.
Our mission is simple: to combine institutional level discipline with a family-centered approach that keeps clients and their values at the heart of every decision.
Our mission is simple: to combine institutional level discipline with a family-centered approach that keeps clients and their values at the heart of every decision.
Welcome
Jackson Capital Group is a multigenerational wealth advisory practice that blends the depth of institutional experience with the care and continuity of a family office.
Led by Dana Jackson, Managing Director, alongside Deke Jackson and Andy Lee, CFA, our team reflects the clients we serve – families whose goals span generations. Dana’s decades of experience and steady guidance are complemented by Deke and Andy’s forward-looking approach to investing, technology, and next-gen planning.
What sets us apart is how we work with clients. We take the time to listen – to understand not just financial goals, but the people, priorities, and principles behind them. From liquidity planning and concentrated-stock management to philanthropy and legacy design, every plan begins with a conversation and ends with a shared sense of purpose.
We’ve been part of the Sand Hill Road story for more than 30 years, advising founders, executives, and families who value thoughtful strategy, transparency, and long-term partnership. Backed by the global resources of Morgan Stanley, we deliver the scale of an institution with the warmth and trust of a family – helping clients make confident, values-aligned decisions that last for generations.
Led by Dana Jackson, Managing Director, alongside Deke Jackson and Andy Lee, CFA, our team reflects the clients we serve – families whose goals span generations. Dana’s decades of experience and steady guidance are complemented by Deke and Andy’s forward-looking approach to investing, technology, and next-gen planning.
What sets us apart is how we work with clients. We take the time to listen – to understand not just financial goals, but the people, priorities, and principles behind them. From liquidity planning and concentrated-stock management to philanthropy and legacy design, every plan begins with a conversation and ends with a shared sense of purpose.
We’ve been part of the Sand Hill Road story for more than 30 years, advising founders, executives, and families who value thoughtful strategy, transparency, and long-term partnership. Backed by the global resources of Morgan Stanley, we deliver the scale of an institution with the warmth and trust of a family – helping clients make confident, values-aligned decisions that last for generations.
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.
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.
Pre-IPO Planning
The demand for pre-IPO liquidity among private company executives has grown significantly. Many early employees find themselves with substantial wealth but limited immediate liquidity. Fortunately, the range of options for obtaining pre-IPO liquidity has broadened in recent years.
Entrepreneur Toolkit
Our Entrepreneur Toolkit is a comprehensive resource designed to empower innovators and business leaders at every stage of their entrepreneurial journey. This document provides valuable insights and essential tools to help you navigate the complexities of starting and growing a successful business.
Your Guide to Qualified Small Business Stock (QSBS)
Navigating the intricacies of tax planning can be challenging, especially with the myriad of acronyms that add to the confusion. However, it's crucial for founders, executives, and employees of startups to focus on one key term: Qualified Small Business Stock, or QSBS.
Restricted Stock and Terminology You Should Know
Restricted stock awards or restricted stock units can be ways for companies to add incentive to employee compensation packages. If you are receiving restricted stock awards or restricted stock units from your employer, it is important to understand the various terms and potential federal tax consequences.
Morgan Stanley Private Markets
Many of today's companies stay private longer, with more of their valuation being created before they become publicly traded. Morgan Stanley Private Markets connects a broad network of potential private investors in an accessible ecosystem, allowing eligible clients to buy and sell securities of private companies.
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.
Family Wealth
Our team is passionate about managing and preserving your family's financial legacy. The resources below cover essential topics such as estate planning, family office management, and donor-advised funds, giving more insight on how we help you protect your assets and strive for your philanthropic goals.
Tax, Trust, and 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.
Income and Estate Tax Planning Toolkit
The goal of the Income and Estate Tax Planning Toolkit is to help clients develop a general understanding of tax and estate planning techniques.
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.
Donor Advised Funds (DAF)
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
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
About Dana Jackson
Dana Jackson is a Managing Director leading the Jackson Capital Group, which Barron's has ranked as one of the top private wealth management teams in the country in 2025. Starting his career at Kidder Peabody, he moved to Morgan Stanley over 30 years ago. In 2019, he was elected to the Barron’s Hall of Fame, which acknowledges advisors who have been included in the annual Barron's Top 100 Advisor rankings for 10+ years. He is a Senior Institutional Consultant and an Impact Director, which focuses on endowments and foundations. He is also part of the Private Wealth Management division with extensive experience helping VCs, founders, and family offices. His responsibilities include investment policy, estate planning, asset allocation, performance evaluation, risk management, manager selection, and fiduciary oversight.
Dana lives in Woodside with his wife Loreen. They have four children, two of which are on the team. Dana is involved with local charities and youth lacrosse. He studied Economics at Hobart College.
Awards Disclosures:
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.
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.
For more information, visit https://www.morganstanley.com/disclosures/awards-disclosure/.
Dana lives in Woodside with his wife Loreen. They have four children, two of which are on the team. Dana is involved with local charities and youth lacrosse. He studied Economics at Hobart College.
Awards Disclosures:
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.
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.
For more information, visit https://www.morganstanley.com/disclosures/awards-disclosure/.
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 Senior Vice President and Private Wealth Advisor with over 15 years of experience working on Jackson Capital Group. Formerly the team's Director of Investments, he is responsible for overseeing asset allocation strategies, conducting manager due diligence, implementing risk management solutions, and managing portfolio implementation for their clients. Long-term financial and retirement planning, cash flow analysis, tax mitigation strategies, estate planning, and wealth transfer techniques also fall under his purview.
Andy holds the prestigious Chartered Financial Analyst (CFA) designation, a globally recognized credential that is often considered the gold standard in investment management and financial analysis. This designation requires passing three rigorous levels of exams and gaining relevant professional experience, demonstrating a thorough understanding of portfolio management skills.
Andy is a Family Wealth Director at Morgan Stanley, placing him among an elite group of financial advisors with extensive experience in assisting affluent families with the complex, multigenerational challenges of managing significant wealth. He also holds the firm's Alternative Investments Director designation, highlighting his experience in integrating alternative investments into his practice.
Andy earned a B.S. in Legal Studies with an emphasis in Economics from the University of California, Berkeley. He resides in Danville with his wife and three children. Outside of the office, Andy enjoys snowboarding, wine tasting, exploring new restaurants, and traveling.
Andy holds the prestigious Chartered Financial Analyst (CFA) designation, a globally recognized credential that is often considered the gold standard in investment management and financial analysis. This designation requires passing three rigorous levels of exams and gaining relevant professional experience, demonstrating a thorough understanding of portfolio management skills.
Andy is a Family Wealth Director at Morgan Stanley, placing him among an elite group of financial advisors with extensive experience in assisting affluent families with the complex, multigenerational challenges of managing significant wealth. He also holds the firm's Alternative Investments Director designation, highlighting his experience in integrating alternative investments into his practice.
Andy earned a B.S. in Legal Studies with an emphasis in Economics from the University of California, Berkeley. He resides in Danville with his wife and three children. Outside of the office, 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.
Contact Dana Jackson
Contact Deke Jackson
Contact Andy Lee
Awards and Recognition
Barron's Hall of Fame
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.
Barron's Top 250 Private Wealth Management Teams
Barron's Top 250 Private Wealth Management Teams Source: barrons.com (Awarded May 2025) Data compiled by Barron's for the period Jan 2024-Dec 2024.
Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
Forbes Best-In-State Wealth Advisors
Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.
Barron's Top 100 Financial Advisors
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: State-by-State
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-Gen Wealth Advisors
2017-2019, 2025 Forbes America's Top Next-Gen Wealth Advisors (formerly referred to as 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.
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Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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.
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 (“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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
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 (“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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)
