Sarah Ott, CFP®
Financial Planning Director, Vice President
Jason Rohde, CFP®, CIMA®
Vice President,
Financial Advisor,
Portfolio Management Director,
Certified Investment Management Analyst,
CERTIFIED FINANCIAL PLANNER®,
Workplace Advisor - Equity Compensation
Direct:
(608) 480-5896(608) 480-5896
Toll-Free:
(800) 356-4477(800) 356-4477
My Mission Statement
Helping individuals and families build long-term generational wealth through financial planning so they can focus on what matters most.
My Story
Jason Rohde is a Senior Portfolio Manager and Vice President at Morgan Stanley. He is additionally a CERTIFIED FINANCIAL PLANNER™ (CFP®) AND CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®), testaments of his commitment to continuing education and making a difference in the lives of his clients. Drawing from over two decades of experience in the financial industry, Jason helps clients to achieve their financial goals through his personalized planning approach. Through careful listening, Jason will understand your unique financial situation to collaborate with you to help create your desired financial reality.
A Wisconsin native, Jason graduated from St. Norbert College with his degree in Economics and Finance. While at school, he began working at Morgan Stanley and has been with the Firm ever since. Jason values community, whether it be contributing to UW Madison Carbone Cancer Center, Children’s Hospital and Alzheimer’s Foundations, coaching local youth sports, or rooting for his Wisconsin sports teams. Outside the office, you'll likely find Jason on the lake and spending time with friends and family.
Over the years, Jason has acquired a diverse set of skills to help guide his clients in achieving their goals. He prides himself on delivering personal care with a customized approach to help clients grow and preserve their wealth, so they may pass it on to future generations. He is regularly reminded why he chose his profession and feels rewarded when constructive client conversations and quality planning lead toward achieving client goals.
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
As the premier designation in the industry, the CIMA® is an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.
A Wisconsin native, Jason graduated from St. Norbert College with his degree in Economics and Finance. While at school, he began working at Morgan Stanley and has been with the Firm ever since. Jason values community, whether it be contributing to UW Madison Carbone Cancer Center, Children’s Hospital and Alzheimer’s Foundations, coaching local youth sports, or rooting for his Wisconsin sports teams. Outside the office, you'll likely find Jason on the lake and spending time with friends and family.
Over the years, Jason has acquired a diverse set of skills to help guide his clients in achieving their goals. He prides himself on delivering personal care with a customized approach to help clients grow and preserve their wealth, so they may pass it on to future generations. He is regularly reminded why he chose his profession and feels rewarded when constructive client conversations and quality planning lead toward achieving client goals.
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
As the premier designation in the industry, the CIMA® is an intense educational experience focusing on asset allocation, manager search and selection, investment policy and performance measurement.
Services Include
- Retirement PlanningFootnote1
- Wealth ManagementFootnote2
- Professional Portfolio ManagementFootnote3
- 401(k) Rollovers
- 529 PlansFootnote4
- Financial PlanningFootnote5
- Wealth PlanningFootnote6
- Certificates of DepositFootnote7
- Estate Planning StrategiesFootnote8
- Life InsuranceFootnote9
- Long Term Care InsuranceFootnote10
- Planning for Education FundingFootnote11
- AnnuitiesFootnote12
- Business PlanningFootnote13
- Divorce Financial AnalysisFootnote14
- Cash Management and Lending ProductsFootnote15
Securities Agent: CO, FL, IA, TX, MO, MD, GA, IL, CA, MN, WY, WI, NJ, ND; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1472952
CA Insurance License #: 4069314
NMLS#: 1472952
CA Insurance License #: 4069314
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Who can help guide me to make concise decisions?
Our team is here to serve you as a confidant, we can help you with wealth planning for major financial and life decisions.
• Significant Purchases
• Helping children and other family members
• Life Transitions
• Continuity of wealth plans over generations
• Family Governance
• Work with tax and legal advisors to help pursue financial goals
• Significant Purchases
• Helping children and other family members
• Life Transitions
• Continuity of wealth plans over generations
• Family Governance
• Work with tax and legal advisors to help pursue financial goals
Am I on track to reach my goals?
We can help you periodically review your investments and progress toward your goals.
• Regular Account Performance Reviews
• Portfolio Reviews
• Budget & Spending Tracking
• Tax Efficient Investing
• Contribution (IRA, 529) Deadline Reminders
• Year-end Planning
• Wealth Plan adjustments due to changes in your life and family situation
• Regular Account Performance Reviews
• Portfolio Reviews
• Budget & Spending Tracking
• Tax Efficient Investing
• Contribution (IRA, 529) Deadline Reminders
• Year-end Planning
• Wealth Plan adjustments due to changes in your life and family situation
How should I be invested?
Our team creates an investment strategy tailored to help meet your goals and risk tolerance, and can assist with various investment functions:
• Asset Allocation
• Portfolio Construction
• Investment Analysis
• Manager Selection
• Risk Management
• Liquidity Planning
• Alternative Investment Selection
• Impact Investment Selection
• Asset Allocation
• Portfolio Construction
• Investment Analysis
• Manager Selection
• Risk Management
• Liquidity Planning
• Alternative Investment Selection
• Impact Investment Selection
How can I achieve my financial goals?
Our team gets to know you and your finances. Together, we build a holistic wealth plan to help pursue your goals:
• Retirement Planning
• Education Planning
• Health Care Expense Planning
• Life & Long Term Care Insurance
• Trust & Estate Service Coordination
• Philanthropy Management
• Tax Efficient Investment Strategies
• Cash Management & Lending Strategies
• Succession Planning
• Retirement Planning
• Education Planning
• Health Care Expense Planning
• Life & Long Term Care Insurance
• Trust & Estate Service Coordination
• Philanthropy Management
• Tax Efficient Investment Strategies
• Cash Management & Lending Strategies
• Succession Planning
Working With You:
At Morgan Stanley, we believe that identifying financial strategies begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that allows us to work with you to craft a strategies that helps to meet your individual financial needs:
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve desired financial outcomes.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success. Examining relevant financial information provides a holistic asset allocation analysis for your accounts; helping ensure a comprehensive financial plan.
Step 4: Action Items / Next Steps
After the financial plan presentation, we will follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies that are custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance tracking data seeking to help ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
Your CFP® Advantage
Jason is a CERTIFIED FINANCIAL PLANNER™. CFP® practitioners are qualified to help individuals pull all their finances together, find ways to help solve financial problems, and make a plan to help achieve their financial goals. This certification requires an extensive curriculum of training, a comprehensive exam, hours of industry experience and strict adherence to ethical standards.
Most people think all financial planners are “Certified,” but this isn’t true. Just about anyone can use the title “Financial Planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves CFP® practitioners.
CFP® practitioners are held to strict ethical standards to help ensure financial planning recommendations are in your best interest. What’s more, CFP® practitioners must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves CFP® practitioners.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with CFP® practitioners, you are working with someone committed to providing the highest level of financial planning.
Most people think all financial planners are “Certified,” but this isn’t true. Just about anyone can use the title “Financial Planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves CFP® practitioners.
CFP® practitioners are held to strict ethical standards to help ensure financial planning recommendations are in your best interest. What’s more, CFP® practitioners must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves CFP® practitioners.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with CFP® practitioners, you are working with someone committed to providing the highest level of financial planning.
Upcoming and previous client events.
U.S. Policy Pulse: Trump 2.0 and the Markets
What might potential policy actions with regard to trade, taxation, deregulation, immigration, and more mean for the economy and the markets?
Date: Tuesday, February 25, 2025 at 4:15 PM EST
Please reach out to me for more information.
Date: Tuesday, February 25, 2025 at 4:15 PM EST
Please reach out to me for more information.
ELAPSED: Medicare and Social Security Virtual Client Event
Join us on Wednesday, October 9th, at 5:30 p.m.
The virtual event will cover topics such as:
• How Social Security benefits work
• When and how to start receiving Social Security benefits
• How to create a healthcare plan that works for your client
Please reach out to me for more information
CRC 3855196
The virtual event will cover topics such as:
• How Social Security benefits work
• When and how to start receiving Social Security benefits
• How to create a healthcare plan that works for your client
Please reach out to me for more information
CRC 3855196
ELAPSED: Money Monday
Join us on July 22, 2024 at 4:30 EST for an exclusive midyear conversation with Morgan Stanley Chief U.S. Economist Ellen Zentner and Head of Market Research & Strategy for Morgan Stanley Wealth Management Dan Skelly as they discuss:
1. The state of the U.S. economy and the American consumer
2. Investing during an election year
3. Key portfolio considerations amid stagnation, inflation and a challenging housing market
Please reach out to me for more information on how to register.
1. The state of the U.S. economy and the American consumer
2. Investing during an election year
3. Key portfolio considerations amid stagnation, inflation and a challenging housing market
Please reach out to me for more information on how to register.
ELPAPSED: Wealth Educaton for the Next Generation
Join us for an exciting journey into the world of finance and wealth education. At Morgan Stanley, we believe that knowledge is the key to unlocking future success, and we’re excited to share our thought leadership and experience with you! We have multiple webinars we are excited to share. At Morgan Stanley, we feel it’s never too early, or even too late, to begin learning good financial habits.
Credit and Debt Management: Monday, May 6th, 4pm - 5pm ET
Cybersecurity: Monday, June 3rd, 4pm - 5pm ET
Exploring Investments: Stocks, Bonds, and Beyond: Monday, July 1st, 4pm - 5pm ET
Please reach out to me at jason.rohde@morganstanley.com for registration information.
CRC 6403220
Credit and Debt Management: Monday, May 6th, 4pm - 5pm ET
Cybersecurity: Monday, June 3rd, 4pm - 5pm ET
Exploring Investments: Stocks, Bonds, and Beyond: Monday, July 1st, 4pm - 5pm ET
Please reach out to me at jason.rohde@morganstanley.com for registration information.
CRC 6403220
ELAPSED: Social Security: Securing Your Retirement
As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.
Join us for an overview of:
1.How Social Security benefits work for you and your spouse
2. When and how to start receiving Social Security benefits
3. Opportunities to help increase your benefits throughout
retirement
DATE & TIME
October 3, 2023
5:30pm - 6:30pm CST
ZOOM AUDIO & VISUAL
Dial in Only: 929-436-2866
Meeting ID: 944 9553 3733
Please RSVP to Zac Blohm, Branch Administrator, at zac.blohm@ms.com
CRC 5964395
Join us for an overview of:
1.How Social Security benefits work for you and your spouse
2. When and how to start receiving Social Security benefits
3. Opportunities to help increase your benefits throughout
retirement
DATE & TIME
October 3, 2023
5:30pm - 6:30pm CST
ZOOM AUDIO & VISUAL
Dial in Only: 929-436-2866
Meeting ID: 944 9553 3733
Please RSVP to Zac Blohm, Branch Administrator, at zac.blohm@ms.com
CRC 5964395
ELPASED Medicare: Planning on Health Care in Retirement
Paying for healthcare is one of the top financial concerns across investors. Between co-payments, deductibles, and coinsurance for frequent hospital visits in retirement, the average retiree can quickly spend more than they were expecting.
In this seminar, get to know your options, learn about Medicare, estimate your costs, and create a plan that will work for you and your loved ones.
DATE & TIME
Tuesday, October 17th
5:30 p.m. - 6:30 p.m. CST
ZOOM AUDIO & VISUAL
Dial in only: 929-436-2866
Meeting ID: 989 6614 3149
Please RSVP to Zac Blohm, Branch Administrator, at zac.blohm@ms.com
CRC 5964411
In this seminar, get to know your options, learn about Medicare, estimate your costs, and create a plan that will work for you and your loved ones.
DATE & TIME
Tuesday, October 17th
5:30 p.m. - 6:30 p.m. CST
ZOOM AUDIO & VISUAL
Dial in only: 929-436-2866
Meeting ID: 989 6614 3149
Please RSVP to Zac Blohm, Branch Administrator, at zac.blohm@ms.com
CRC 5964411
ELAPSED Lessons in Leadership with Larry Fitzgerald, Jr.
Join Morgan Stanley on August 23 at 4:30 ET for an exclusive conversation with NFL great and financial education advocate Larry Fitzgerald, Jr. Widely known for his accomplishments as a wide receiver with the Arizona Cardinals for 17 seasons, he is most proud of his achievements as a philanthropist, business leader and investor off the football field.
This conversation will be moderated by Sandra L. Richards, Managing Director, Head of Global Sports & Entertainment and Segment Sales & Engagement, Morgan Stanley Wealth Management, with an introduction by Andrea Zaretsky, Managing Director, Chief Marketing Officer, Morgan Stanley Wealth Management.
Click here to registerThis conversation will be moderated by Sandra L. Richards, Managing Director, Head of Global Sports & Entertainment and Segment Sales & Engagement, Morgan Stanley Wealth Management, with an introduction by Andrea Zaretsky, Managing Director, Chief Marketing Officer, Morgan Stanley Wealth Management.
ELAPSED: Cybersecurity with Prashanth Challa
At Morgan Stanley, safeguarding your assets and personal
information from unauthorized access is a top priority and
part of our commitment to helping you achieve your
financial goals. As the cybersecurity landscape is constantly changing, we take critical measures to help anticipate issues before they arise and to respond appropriately when they do.
At the Nakoma Golf Club on Tuesday, July 11th, we will be
joined by Morgan Stanley cybersecurity expert Prashanth
Challa who will discuss how we protect your information and what you can do to protect yourself every day.
Date: July 11th, 2023 at 5:00
Location: Nakoma Golf Club, 4145 Country Club Rd, Madison, WI 53711
Please RSVP by June 28th to Zac Blohm at Zac.Blohm@ms.com or 608-829-3241
information from unauthorized access is a top priority and
part of our commitment to helping you achieve your
financial goals. As the cybersecurity landscape is constantly changing, we take critical measures to help anticipate issues before they arise and to respond appropriately when they do.
At the Nakoma Golf Club on Tuesday, July 11th, we will be
joined by Morgan Stanley cybersecurity expert Prashanth
Challa who will discuss how we protect your information and what you can do to protect yourself every day.
Date: July 11th, 2023 at 5:00
Location: Nakoma Golf Club, 4145 Country Club Rd, Madison, WI 53711
Please RSVP by June 28th to Zac Blohm at Zac.Blohm@ms.com or 608-829-3241
ELAPSED: Market Perspectives with Dr. Jeremy Siegel
Jeremy Siegel is an Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania, author of Stocks for the Long Run (now in its sixth edition) and Senior Investment Strategy Advisor at WisdomTree.
Dr. Siegel will share his unique insights on recent historic events, the Fed’s response and the outlook for the remainder of 2023.
This conversation is a collaboration between Morgan Stanley Wealth Management’s Market Perspectives and Lessons in Leadership Virtual Event Series and will be moderated by Michael Loewengart, Head of Portfolio Management for Morgan Stanley Portfolio Solutions.
This virtual event occurred April 3rd at 3:15 PM CT.
Event Access InformationDr. Siegel will share his unique insights on recent historic events, the Fed’s response and the outlook for the remainder of 2023.
This conversation is a collaboration between Morgan Stanley Wealth Management’s Market Perspectives and Lessons in Leadership Virtual Event Series and will be moderated by Michael Loewengart, Head of Portfolio Management for Morgan Stanley Portfolio Solutions.
This virtual event occurred April 3rd at 3:15 PM CT.
Client Service Team
Monnica Brunker - Client Service Associate
Phone:
(608) 829-3268(608) 829-3268
Email:Monnica.Brunker@morganstanley.com
Monnica was recruited to Morgan Stanley in September of 2022, bringing valuable experience from working in the tech and healthcare fields for the prior 10 years. She is proficient in understanding company policies and seeks to participate in any available training to enhance her skills to make the client experience a better one. She is passionate about helping clients and can quickly identify issues and provide effective solutions and positive results. Her goal is to ensure that all client requests are handled promptly and accurately.
Monnica currently resides in Barneveld with her husband Blake, their two daughters, and their son. Outside of the office, she enjoys cooking and spending time in the great outdoors camping and boating.
Monnica currently resides in Barneveld with her husband Blake, their two daughters, and their son. Outside of the office, she enjoys cooking and spending time in the great outdoors camping and boating.
Location
8215 Greenway Blvd
Ste 400
Middleton, WI 53562
US
Direct:
(608) 480-5896(608) 480-5896
Toll-Free:
(800) 356-4477(800) 356-4477
Fax:
(608) 283-2348(608) 283-2348
Hear from Our Clients
We are very pleased with our ongoing relationship with Jason. He is always very responsive to our needs and replies to our questions very quickly. We met with Jason to discuss changes to our financial long-term plans and how to enable us to maximize our investments. Jason’s advice benefits us much more than our previous arrangements. Jason always explains suggestions and answers our questions in a clear, concise and easily understood manner. He is always professional yet friendly.
Bob & Anita
Verified ClientDecember 11, 2023
Thank you, Jason! Jason has been so helpful and caring. I really appreciate all the time he spends helping me understand things and working on my behalf. I'm now happily retired.
Betty
Verified ClientDecember 10, 2024
Jason and his team have been tremendous getting our family on the path to financial freedom. We've been working with him the past year and it's been incredible how much he's helped us map out our savings, retirement and kids college funds plans. A true A to Z service and a relationship built on trust that's brought us a feeling of comfort, as we continue the hustle and bustle of life.
Ben & Jill
Verified ClientJanuary 2, 2025
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
3846129 9/24
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
Ryan Harrison
Planning Associate
About Tyson Abert
Tyson R. Abert is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Wisconsin, Northern Ohio and Western Pennsylvania.
Senior 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.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
Senior 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.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
NMLS#: 362127
About Sarah Ott
Sarah Ott, CFP®, CPWA® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in the Midwest Market. She is responsible for advanced planning consultations and coaching.
Sarah began her career in Financial Services in 2014 and joined Morgan Stanley in 2022. Prior to her current position, she was a Financial Advisor and Director of Financial Planning Operations at Thrivent Financial.
Sarah graduated from Saint Louis University with a Bachelor of Science in Business Administration with a concentration in Entrepreneurship. She holds her Certified Financial Planner® and Certified Private Wealth Advisor® designations. Outside of work, Sarah enjoys traveling with her family, trying new restaurants, and attending concerts and sporting events
DISCLOSURE:
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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Sarah began her career in Financial Services in 2014 and joined Morgan Stanley in 2022. Prior to her current position, she was a Financial Advisor and Director of Financial Planning Operations at Thrivent Financial.
Sarah graduated from Saint Louis University with a Bachelor of Science in Business Administration with a concentration in Entrepreneurship. She holds her Certified Financial Planner® and Certified Private Wealth Advisor® designations. Outside of work, Sarah enjoys traveling with her family, trying new restaurants, and attending concerts and sporting events
DISCLOSURE:
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.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
About Ryan Harrison
Ryan Harrison is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Ryan provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
Ryan earned his undergraduate degree from the University of Delaware and received the Financial Planning Specialist® designation from the College for Financial Planning. Ryan is originally from Syosset, New York and currently resides in Long Beach, New York.
Ryan earned his undergraduate degree from the University of Delaware and received the Financial Planning Specialist® designation from the College for Financial Planning. Ryan is originally from Syosset, New York and currently resides in Long Beach, New York.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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
Article Image
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
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
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.
Ready to start a conversation? Contact Jason Rohde today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
5Morgan 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.
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.
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.
7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
8Morgan 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.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
12Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 (“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.
15Morgan 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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards 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.
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
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
5Morgan 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.
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.
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.
7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
8Morgan 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.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
12Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 (“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.
15Morgan 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
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards 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.
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.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures
CRC 6491812 (04/2024)
