Jeffrey Angold
Managing Director, Wealth Management,
Financial Advisor,
Corporate Retirement Director
Direct:
(816) 932-8754(816) 932-8754
My Mission Statement
With a wealth of knowledge, technology, and resources, my teammates and I can help you overcome your most complex financial hurdles, and identify new opportunities to help you reach your most important objectives.
Welcome
For years, my teammates and I have helped people overcome the challenges that come along with significant wealth.
Business owners have relied on us to help turn their successful companies into successful retirements.
Doctors, executives, and other professionals with demanding jobs have leaned on our comprehensive financial skillset to help protect their family’s futures –– so they can stay focused on their careers.
Family offices, institutions, and foundations have turned to us for help navigating their complex financial objectives, while balancing an ever-changing regulatory landscape.
A LIFELONG RELATIONSHIP
Just as important as our 50+ years of combined experience, are the many decades we still have ahead of us. Because it’s that longevity that allows our client relationships to truly be lifelong. For your retirement. For your family. For your legacy. We’ll be here to help guide you and your loved ones every step of the way.
A COMMITMENT TO SERVICE
While your goals are our number one priority; a very close second is your everyday experience. That’s why service is one our team’s core values. We strive to be proactive in our communication. Thorough in our attention to detail. Accessible whenever you need us. We’re here for the big, the small, and everything in between.
A RECORD OF EXCELLENCE
Though youth is on our side, we’ve already received numerous industry recognitions. Most recently, Forbes’ named Patrick Roth a Top Next Gen Wealth Advisor in 2021 and 2022; and in 2022, they ranked him #1 in Missouri and #83 in the country. Jeff Angold has also received numerous industry recognitions, including being named a Forbes’ Top Next Gen Wealth Advisor in 2021 and 2022.
For a second opinion about your current investments, or to talk about your goals, please call us at (816) 932-7805.
"2021-2022 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 Weatlh Advisors)
Source: Forbes.com (Awarded 2021-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. "
For a second opinion about your current investments, or to talk about your goals, please call us at (816) 932-7805.
Business owners have relied on us to help turn their successful companies into successful retirements.
Doctors, executives, and other professionals with demanding jobs have leaned on our comprehensive financial skillset to help protect their family’s futures –– so they can stay focused on their careers.
Family offices, institutions, and foundations have turned to us for help navigating their complex financial objectives, while balancing an ever-changing regulatory landscape.
A LIFELONG RELATIONSHIP
Just as important as our 50+ years of combined experience, are the many decades we still have ahead of us. Because it’s that longevity that allows our client relationships to truly be lifelong. For your retirement. For your family. For your legacy. We’ll be here to help guide you and your loved ones every step of the way.
A COMMITMENT TO SERVICE
While your goals are our number one priority; a very close second is your everyday experience. That’s why service is one our team’s core values. We strive to be proactive in our communication. Thorough in our attention to detail. Accessible whenever you need us. We’re here for the big, the small, and everything in between.
A RECORD OF EXCELLENCE
Though youth is on our side, we’ve already received numerous industry recognitions. Most recently, Forbes’ named Patrick Roth a Top Next Gen Wealth Advisor in 2021 and 2022; and in 2022, they ranked him #1 in Missouri and #83 in the country. Jeff Angold has also received numerous industry recognitions, including being named a Forbes’ Top Next Gen Wealth Advisor in 2021 and 2022.
For a second opinion about your current investments, or to talk about your goals, please call us at (816) 932-7805.
"2021-2022 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 Weatlh Advisors)
Source: Forbes.com (Awarded 2021-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued. "
For a second opinion about your current investments, or to talk about your goals, please call us at (816) 932-7805.
Securities Agent: NC, MD, GA, MI, CT, AZ, PA, OH, MA, CO, VA, IA, CA, WA, NY, NJ, TX, MN, HI, TN, MO, KY, FL, AR, WI, KS, SC, OR, MT, IL, NV, IN, UT, OK, NM, NH, NE; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Step 1: Getting to Know You
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
We will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that is designed to ultimately help you achieve the financial outcome you envision for yourself.
We will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that is designed to ultimately help you achieve the financial outcome you envision for yourself.
Step 2: Developing Your Financial Plan
Our financial plans map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage.
Examining all relevant financial information provides a holistic asset allocation analysis for all of your accounts helping to ensure a comprehensive financial plan.
Examining all relevant financial information provides a holistic asset allocation analysis for all of your accounts helping to ensure a comprehensive financial plan.
Step 3: Action Plan & Implementation
After we present your financial plan, the implementation process focuses on creating prospective strategies custom designed for your specific needs.
Recommended changes could be related to logistics, tax implications, asset allocation adjustments, and saving and benefit modifications.
Recommended changes could be related to logistics, tax implications, asset allocation adjustments, and saving and benefit modifications.
Step 4: Ongoing Dialogue & Assessment
Continuous communication and evaluation is critical for our success. We will be consistently monitoring your assets and analyzing your performance tracking data to help ensure your financial expectations are being met and adjusted accordingly.
We will also keep a high degree of contact with you to make sure your concerns and requests are always addressed.
We will also keep a high degree of contact with you to make sure your concerns and requests are always addressed.
World Class Resources
When it comes to high net worth, addressing your needs requires not just customized guidance, but also a deep well of resources. Backed by Morgan Stanley, one of the most well-respected financial institutions in the world, that’s exactly what my teammates and I can offer you.
Alternative Investments
There’s no way around it: the market sometimes goes through periods of high volatility. We’ve helped our clients stay on track by leveraging Morgan Stanley’s Alternative Investments platform. Offering you exclusive access to investments beyond stocks and bonds –– including Private Equity, Private Credit, Hedge Funds, Private Real Estate, Infrastructure, and more –– we can help you manage risk, help provide tax management strategies, and ultimately seek to achieve your long-term investment goals.
Cutting Edge Technology
From sophisticated algorithms that asses portfolio risk, to user-friendly platforms that can allow you to review performance in real time –– our wealth management tools are built to help meet the demands of today, and tomorrow. They help you gain greater transparency. They can provide an additional layer of insight for our decision-making. And most importantly, they help us serve you better.
The Bottom Line
With a wealth of knowledge, technology, and resources, we’re able to help you overcome your every financial hurdle, and identify new opportunities to help you reach your objectives.
5 Questions I Can Help You Answer
• What is the best way for me to grow a nest egg for my children and grandchildren?
• How can I pass on not just my wealth, but also my financial value system?
• With so many ways to give back, what’s the right way –– and the right time –– for me to make a donation to a non-profit I really care about?
• What impact will taxes have on my legacy goals, and how can I be more tax-efficient?
• Should I have a trust? A family foundation? A family office?
• How can I pass on not just my wealth, but also my financial value system?
• With so many ways to give back, what’s the right way –– and the right time –– for me to make a donation to a non-profit I really care about?
• What impact will taxes have on my legacy goals, and how can I be more tax-efficient?
• Should I have a trust? A family foundation? A family office?
Investor Tools & Resources
GPS Financial Planning
Our Goals Planning System (GPS) is our innovative platform that aligns your investments with your goals. In a world that constantly changes, you need a tailored wealth plan that can evolve with you.
We first work with you to determine your goals and outline your financial picture, then advise you on a plan customized to meet your objectives.
Goals Planning System (GPS)We first work with you to determine your goals and outline your financial picture, then advise you on a plan customized to meet your objectives.
Total Wealth View
We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Total Wealth ViewThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Reserved Living & Giving
Reserved Living & Giving is a complimentary loyalty program for our most valued clients, with over 50 offers and discounts from premier brands designed to enhance your lifestyle beyond traditional wealth management services.
Eligible Reserved clients can take advantage of a wide range of perks, including travel and cultural experiences from best-in-class planners, special pricing from iconic beauty, retail and automotive brands, and the latest fashion, wine and sweets from select emerging brands.
Reserved Living & GivingEligible Reserved clients can take advantage of a wide range of perks, including travel and cultural experiences from best-in-class planners, special pricing from iconic beauty, retail and automotive brands, and the latest fashion, wine and sweets from select emerging brands.
Global Investment Committee Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC WeeklyLocation
4520 Main St. 8th
Fl
Kansas City, MO 64111
US
Direct:
(816) 932-8754(816) 932-8754
4520 Main St
8th Fl
Kansas City, MO 64111
US
Direct:
(816) 932-7805(816) 932-7805
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
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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 Jeffrey Angold today.
1Morgan 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.
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 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.
4When 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.
5When 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.
6Alternative 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.
7Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan 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
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 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.
4When 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.
5When 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.
6Alternative 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.
7Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan 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
CRC 6491812 (04/2024)
