Jeanette Cox
Senior Vice President,
Financial Advisor,
International Client Advisor
Direct:
(303) 925-9731(303) 925-9731
Toll-Free:
(888) 477-3002(888) 477-3002
My Mission Statement
Creating meaningful client relationships to provide personalized financial plans, proactive guidance, and unparalleled expertise.
My Story and Services
Based in Denver, Colo., Jeanette Cox brings a wealth of experience to her role as a financial advisor serving a broad spectrum of domestic and international clients. She has been in the industry for more than 27 years, all with Morgan Stanley and predecessor firms. She joined the Pelican Bay Group in 2008. Having been at Morgan Stanley for as long as she has, Jeanette is skilled at leveraging the global resources and vast capabilities of the firm to her clients’ benefit.
Jeanette works closely with numerous business owners, giving her a broad understanding of their unique needs and goals and making her an excellent resource to them. She also has a keen interest in helping the next generation of investors understand the financial markets and how to better navigate them.
What truly sets Jeanette apart from most financial advisors is that she literally started in the business in the mailroom fresh out of high school and worked her way up the ladder, serving mostly in operational roles before becoming a financial advisor. This background has given her detailed knowledge of the business that few financial professionals can say they have.
Jeanette is extremely focused on helping clients identify their unique needs and tailoring specific plans to help them get to where they want to be. She takes great pride in adhering to the highest levels of integrity and professionalism with every decision that she makes and is deeply committed to delivering a high level of quality service with every client contact. Or as she likes to say, “I want my clients to feel they are a part of our corporate family.”
Jeanette was born and raised in Denver. Her ties to the city run deep with her large extended family. She is the proud mother of three children, who keep her extremely busy because she is very involved in their education and extracurricular activities. Jeanette and her husband Donavan, enjoy family time, traveling and exploring with their children. She also likes playing golf.
Jeanette works closely with numerous business owners, giving her a broad understanding of their unique needs and goals and making her an excellent resource to them. She also has a keen interest in helping the next generation of investors understand the financial markets and how to better navigate them.
What truly sets Jeanette apart from most financial advisors is that she literally started in the business in the mailroom fresh out of high school and worked her way up the ladder, serving mostly in operational roles before becoming a financial advisor. This background has given her detailed knowledge of the business that few financial professionals can say they have.
Jeanette is extremely focused on helping clients identify their unique needs and tailoring specific plans to help them get to where they want to be. She takes great pride in adhering to the highest levels of integrity and professionalism with every decision that she makes and is deeply committed to delivering a high level of quality service with every client contact. Or as she likes to say, “I want my clients to feel they are a part of our corporate family.”
Jeanette was born and raised in Denver. Her ties to the city run deep with her large extended family. She is the proud mother of three children, who keep her extremely busy because she is very involved in their education and extracurricular activities. Jeanette and her husband Donavan, enjoy family time, traveling and exploring with their children. She also likes playing golf.
Securities Agent: PR, ME, MS, OR, VA, WI, SD, NE, WY, ID, FL, WV, WA, VT, VI, UT, TX, TN, SC, RI, PA, OK, OH, NY, NV, NM, NJ, NH, ND, NC, MT, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, IA, HI, GA, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1996478
NMLS#: 1996478
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Women Without Limits
Supporting women throughout their financial lives is at the core of Morgan Stanley’s values. This dedication and experience make us uniquely suited to help women reach their financial and career goals, no matter where they are on their journey.
Learn More About Women Without Limits
Morgan Stanley MAKERS
MAKERS at Morgan Stanley is an annual program that celebrates groundbreakers, innovators and champions of women’s achievement. The Morgan Stanley MAKERS Class of 2024 marks the program’s 11th anniversary.
Learn More About Morgan Stanley MAKERSBelow are tools and resources meant to transform complex financial situations into concise and easily digestible content. We hope these resources provide helpful insights regarding the markets, our firm's offerings, as well as some timely educational pieces on various elements in finance.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
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Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
On The Markets Monthly Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read This Month's "On The Markets"Awards and Accomplishments
Forbes America's Top Wealth Management Teams 2022: The Pelican Bay Group
"Source: Forbes.com (November 2022) 2022 Forbes America’s Top Wealth Management Teams ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 – 3/31/22. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC 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 SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC."
©2022 Morgan Stanley Smith Barney LLC. Member SIPC."
Barron's Top 250 Private Wealth Management Teams 2024: The Pelican Bay Group
Barron's Top 250 Private Wealth Management Teams
Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023.
The Boca Raton Observer: Power Players
The Pelican Bay Group Wealth Management was featured in the June/July edition of The Boca Raton Observer.
Learn MoreINTERNATIONAL WEALTH MANAGEMENT
Single Family Office Capabilities and Considerations Placemat
Morgan Stanley International Client Advisors, support by our Single Office Advisory Group, deliver the specialized focus, experienced perspective and global resources to make and implement informed decisions.
Learn More Here
Investments for International Clients
Investment decisions require taking into account investment factors, including but not limited to, beta. alpha, current interest rates, and economic cycle status. Moreover, the tax implication of the investments is a factor that has recently become an important consideration with regards to investment decisions.
Learn More Here
Taxation of Global Clients
Individuals who are neither U.S. citizens nor U.S. residents, may be subject to income tax on certain U.S. source income and subject to gift and estate tax on U.S. situs assets. The following is a general discussion of how U.S. income taxes and gift and estate taxes apply to Global Clients.
Learn More Here
Questions to Consider for Succession Planning for International Families
The very first stage of a successful succession plan is to understand the individuals, the assets, the wishes and the laws involved. An efficient strategy will arise from the analysis and coordination of all.
Learn More Here
Trusts for Families with Offshore Assets or Investments
Trusts may be an efficient wealth and estate planning tool for families with assets and investments outside of their country of residence.
Learn More Here
International Estate Planning Overview
View the below presentation to learn more about international estate planning from Morgan Stanley.
Learn More HereClient Service Team
Adrienne Lewallen - Wealth Management Associate
Phone:
(307) 673-7921(307) 673-7921
Email:Adrienne.M.Lewallen@morganstanley.com
Adrienne Lewallen joined the firm in 2005 in Anchorage, Alaska. She successfully attained her Series 7 and 66 securities registration after moving to Sheridan, WY. Continuing her commitment to ongoing professional development Adrienne attained her Series 9 and 10 principal securities registration in 2008. She currently holds the Wealth Management Associate Title and Financial Planning Associate designation. She is always adding to her knowledge and depth of experience in the financial industry. She is involved in new hire training on Morgan Stanley Platforms.
Adrienne serves as a support leader and provides direct support for the following financial advisors: Marcy Bonnet and Shelley Ford by providing the Pelican Bay Group with aspects of administrative and operational services for clients. Using her interpersonal and communication abilities, Adrienne assists the team by serving as liaison between departments to facilitate and coordinate various operational functions for the team. She brings with her a strong focus to detail, extensive record of professionalism, and a friendly approach that will contribute to the success of service provided to our clients and colleagues. Adrienne’s depth of experience in the financial industry as well as her involvement in service development within the firm provides us with invaluable insight and support for our team.
Adrienne strives to challenge herself; with hard work and dedication she achieved black belt status in Shotokan Karate. She also completed her first half-marathon in 2013 and her second in 2016. Mrs. Lewallen has been married 19 years. She is the mother of 3 children, one boy and two teen girls. She and her husband Shawn cherish their family time together. They enjoy travelling and supporting their children in various sports
Adrienne serves as a support leader and provides direct support for the following financial advisors: Marcy Bonnet and Shelley Ford by providing the Pelican Bay Group with aspects of administrative and operational services for clients. Using her interpersonal and communication abilities, Adrienne assists the team by serving as liaison between departments to facilitate and coordinate various operational functions for the team. She brings with her a strong focus to detail, extensive record of professionalism, and a friendly approach that will contribute to the success of service provided to our clients and colleagues. Adrienne’s depth of experience in the financial industry as well as her involvement in service development within the firm provides us with invaluable insight and support for our team.
Adrienne strives to challenge herself; with hard work and dedication she achieved black belt status in Shotokan Karate. She also completed her first half-marathon in 2013 and her second in 2016. Mrs. Lewallen has been married 19 years. She is the mother of 3 children, one boy and two teen girls. She and her husband Shawn cherish their family time together. They enjoy travelling and supporting their children in various sports
Bethany Miller - Registered Client Service Associate
Phone:
(303) 925-9732(303) 925-9732
Email:Bethany.Miller@morganstanley.com
Bethany began her career in the financial services industry at a small trust company in 2000. Over the years she has worked in a variety of roles including team leadership, focusing on trust and estate administration, and intergenerational wealth transfer. Bethany joined the Pelican Bay Group at Morgan Stanley in May, 2022. She holds her Series 7 and Series 66 licenses. She serves as operational and administrative support to clients and works with the Colorado/Wyoming financial advisors, Marcy Bonnet, Shelley Ford and Jeanette Cox. She brings with her a wealth of experience, strong attention to detail, and a warm, encouraging approach.
Bethany was born and raised in Denver CO and is lifelong Bronco’s fan. Outside of work, she enjoys cooking, gardening and reading. She is the mother to four teenaged and young adult children and cherishes spending time with them and supporting their many activities and endeavors.
Bethany was born and raised in Denver CO and is lifelong Bronco’s fan. Outside of work, she enjoys cooking, gardening and reading. She is the mother to four teenaged and young adult children and cherishes spending time with them and supporting their many activities and endeavors.
Zonelis Cabrera - Registered Client Service Associate
Phone:
(303) 925-9735(303) 925-9735
Email:Zonelis.Cabrera@morganstanley.com
Zonelis helps facilitates clients service needs and assists with administrative duties within the Pelican Bay Group office in Denver. She has experience with international business and helps international clients within the team. Zonelis was born in Cuba and has lived in the United States since she was 9. She lived in Miami, FL until 2022 when she moved to Denver, CO. She received her Bachelor’s Degree in Finance from Florida International University. She transferred from a Morgan Stanley branch in Miami, FL where she started as an operations associate and transitioned into a support professional role 10 months later. Zonelis holds her Series 7 and Series 66 licenses. Zonelis loves the outdoors and hiking. You can find her on a trail in Colorado every weekend with her Newfoundland dog and partner. She has been to over 30 US national parks and hopes to go to all of them some day.
Location
5251 Dtc Parkway
Suite 1500
Greenwood Village, CO 80111
US
Direct:
(303) 925-9731(303) 925-9731
Toll-Free:
(888) 477-3002(888) 477-3002
Fax:
(303) 586-4655(303) 586-4655
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
The Robots are Coming
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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
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 Jeanette Cox today.
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.
2Alternative 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
7When 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.
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
2Alternative 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4Morgan 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
7When 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.
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
CRC 6491812 (04/2024)
