Kevin Canning
Assistant Vice President, Wealth Management Associate
Phone:
(212) 893-6478(212) 893-6478
Jimmy Janeczek, CFP®
Financial Advisor
Direct:
(212) 893-6358(212) 893-6358
My Mission Statement
Working with you to help preserve and grow wealth for your long-term goals
About Me
Every investor should have a Financial Advisor whose sole mission is to positively impact their life and net worth. I believe my responsibility extends beyond your immediate financial needs and every decision we make together takes into consideration the long-term well-being of you and your family. That starts by being open and transparent about what I do and taking the time to explain the services you’ll get. I listen carefully to your goals, values, aspirations and concerns in order to provide you with a carefully considered plan designed to fulfill your objectives. And, my goal is to earn your confidence not only through the quality of solutions I provide to you, but also by the excellence with which I deliver them.
I began my career with Citigroup Smith Barney in 2006 and have had the opportunity to work in both a large corporate setting and a small business environment. I returned to Morgan Stanley in 2016 with the understanding of how to integrate the robust, global services and solutions offered by a global firm with the intensely personal client focus of a boutique firm. Those experiences have uniquely shaped my perspective and skill set into a profound desire to positively impact my clients’ lives and net worth with each interaction.
I received a Bachelor of Science degree from New York University, where I was also a member of the basketball team. I currently live in Manhattan with my wife, Alexandra. In my free time, I enjoy playing sports and am an avid outdoor enthusiast. Other interests include architecture and American history.
I began my career with Citigroup Smith Barney in 2006 and have had the opportunity to work in both a large corporate setting and a small business environment. I returned to Morgan Stanley in 2016 with the understanding of how to integrate the robust, global services and solutions offered by a global firm with the intensely personal client focus of a boutique firm. Those experiences have uniquely shaped my perspective and skill set into a profound desire to positively impact my clients’ lives and net worth with each interaction.
I received a Bachelor of Science degree from New York University, where I was also a member of the basketball team. I currently live in Manhattan with my wife, Alexandra. In my free time, I enjoy playing sports and am an avid outdoor enthusiast. Other interests include architecture and American history.
Services Include
- Wealth ManagementFootnote1
- Asset Management
- Fixed IncomeFootnote2
- Alternative InvestmentsFootnote3
- Sustainable InvestingFootnote4
- Financial PlanningFootnote5
- Cash ManagementFootnote6
- Lending Products
- Retirement PlanningFootnote7
- 401(k) Rollovers
- Planning for Education FundingFootnote8
- 529 PlansFootnote9
- Estate Planning StrategiesFootnote10
- Life InsuranceFootnote11
- Business PlanningFootnote12
- Philanthropic Services
- Endowments and FoundationsFootnote13
Securities Agent: WY, SD, NY, AL, DE, MD, MI, WA, AR, AZ, IL, OR, CA, PA, GA, NJ, ME, MA, LA, CO, KS, NH, OK, MO, NC, OH, RI, SC, TX, VT, WI, MT, FL, DC, CT, NM, PR, NV, VA, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 1578892
NMLS#: 1578892
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working Together
I believe people make better choices when they understand the process. Helping you understand your options at each step is of utmost importance to me. The components of my process include:
- Listening carefully to your goals, values, aspirations and concerns.
- Helping set achievable and measurable goals through a carefully considered plan.
- Maintaining a relationship of mutual trust.
- Making you fully aware of any and all fees.
- Strive to meet your investment expectations.
- Delivering a high-level of personal service.
- Commitment to accessing the breadth and depth of industry knowledge.
- Providing ongoing, personal communication.
- Helping you gain control over the complexity and challenges that accompany wealth.
- Using current technology to help simplify your life.
- Working in tandem with your other advisors, such as your CPA and attorney, to reduce tax impact and consider legacy options.
How can I help?
As a member of the New York 4th Avenue Group, I am part of a large team whose members have knowledge in a wide range of areas. I focus on all aspects of wealth planning, including personalized financial plans, planning for retirement, risk management and insurance. On a daily basis, I oversee and implement wealth management strategies, including the selection and monitoring of investment managers and alternative investments. Some of the solutions that I offer include:
Investment Planning
Diverse range of investment strategies and an open-architecture platform with access to mutual funds, ETF and alternative strategies, separately managed accounts, taxable and tax-free fixed income offerings.
Wealth Planning
Comprehensive wealth planning including trust and estate planning strategies, goals-based financial plans, personalized retirement plans, education planning, and more.
Insurance Services
Custom strategies to manage risk, including a range of life, disability and long-term care insurance options.
Technology
Web and mobile solutions providing real-time market and account data.
Client Reporting
Custom reporting for viewing performance, asset allocation, and more.
Cash Management
A full suite of cash management solutions including direct deposit and online bill pay.
Lending
Dedicated professionals to assist with lending options.
Intellectual Capital
Access to over 300 analysts and strategists offering advice and research that is easy to use, easy to understand and easy to implement.
Philanthropy Management
Solutions for family and corporate foundations, in addition to charitable giving programs.
Corporate and Business Solutions
Resources for helping executives with equity compensation and business succession planning.
Location
399 Park Ave
12th Fl
New York, NY 10022
US
Direct:
(212) 893-6358(212) 893-6358
Meet My Team
Jake Schaechter
Registered Client Service Associate
Phone:
(212) 271-0648(212) 271-0648
About Kevin Canning
Kevin Canning is a Wealth Management Associate at The New York Fourth Avenue Group, a leading Wealth Management team at Morgan Stanley.
Kevin joined the Team in 2015 after successfully completing the internship program at the firm. He provides a broad range of essential support services to advisors and clients of the group. He handles new account opening, assists clients with trade execution, and supports team with research.
Kevin graduated from University of Scranton with a degree in Business Administration. He currently resides in Hoboken, in his free time he enjoys playing soccer and golf.
Kevin joined the Team in 2015 after successfully completing the internship program at the firm. He provides a broad range of essential support services to advisors and clients of the group. He handles new account opening, assists clients with trade execution, and supports team with research.
Kevin graduated from University of Scranton with a degree in Business Administration. He currently resides in Hoboken, in his free time he enjoys playing soccer and golf.
About Jake Schaechter
Jake Schaechter is a Registered Client Service Associate at The New York Fourth Avenue Group, a leading Wealth Management team at Morgan Stanley.
Jake joined the team in 2021. He provides a broad range of essential support services to advisors and clients of the group. He handles new account opening, assists clients with trade execution, and supports team with research.
Jake graduated from University of Maryland with a degree in Finance. He currently resides in Hoboken and in his free time enjoys traveling with his family.
Jake joined the team in 2021. He provides a broad range of essential support services to advisors and clients of the group. He handles new account opening, assists clients with trade execution, and supports team with research.
Jake graduated from University of Maryland with a degree in Finance. He currently resides in Hoboken and in his free time enjoys traveling with his family.
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
Stephen Murray
Private Banker
About Stephen Murray
Stephen Murray is a Private Banker serving Morgan Stanley’s Wealth Management offices in New York City.
Stephen began his career in financial services in 2012 when he joined Morgan Stanley as a Senior Analyst in the Private Banking Group’s Securities Based Lending (SBL) Operations organization. Before being promoted to Private Banker, Stephen was an Associate Private Banker.
Stephen earned his Bachelor of Science in Public Health from Rutgers -- the State University of New Jersey. He and his family live in Howell, New Jersey.
Outside of the office, Stephen is a singer/songwriter and performs whenever possible. He also enjoys spending time with family and friends.
Stephen began his career in financial services in 2012 when he joined Morgan Stanley as a Senior Analyst in the Private Banking Group’s Securities Based Lending (SBL) Operations organization. Before being promoted to Private Banker, Stephen was an Associate Private Banker.
Stephen earned his Bachelor of Science in Public Health from Rutgers -- the State University of New Jersey. He and his family live in Howell, New Jersey.
Outside of the office, Stephen is a singer/songwriter and performs whenever possible. He also enjoys spending time with family and friends.
NMLS#: 1498655
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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 Jimmy Janeczek 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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
3Alternative 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.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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 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
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 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.
8When 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.
9Investors 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.
10Morgan 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.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Morgan 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.
13Morgan 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.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
3Alternative 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.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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 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
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 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.
8When 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.
9Investors 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.
10Morgan 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.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12Morgan 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.
13Morgan 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.
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)
