Drew Zager
Managing Director, Private Wealth Management, Private Wealth Advisor
Justin A. Weiss, CFA®
Senior Vice President, Wealth Management,
Financial Advisor,
Founders Specialist
Direct:
(213) 486-8971(213) 486-8971
My Mission Statement
Having worked with highly affluent families for many years, my team and I have seen how significant wealth creates exceptional opportunities and fosters a multitude of complex challenges. We understand the nature of the issues you are likely to be facing, and have the experience and resources to help you address them. We also understand that there is no family that is exactly like yours. You have unique needs, challenges, limitations and aspirations. We are here to help you create and implement truly comprehensive, multi-generational strategies, based on your unique circumstances, to help you protect what you have and live the life you choose.
Whether you are investing the proceeds from the sale of your business, creating a family foundation, determining the most efficient way to finance a real estate investment or preserving a legacy for your heirs, we can serve as the go-to advisors who help you understand the issues and make informed financial decisions. Combining our own experience with the vast global resources of Morgan Stanley, we will deliver solutions to you and your family that address any and every aspect of your financial life.
My team and I look forward to discussing your needs and goals, and the resources we can place at your disposal.
Whether you are investing the proceeds from the sale of your business, creating a family foundation, determining the most efficient way to finance a real estate investment or preserving a legacy for your heirs, we can serve as the go-to advisors who help you understand the issues and make informed financial decisions. Combining our own experience with the vast global resources of Morgan Stanley, we will deliver solutions to you and your family that address any and every aspect of your financial life.
My team and I look forward to discussing your needs and goals, and the resources we can place at your disposal.
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Prior to joining Morgan Stanley Private Wealth Management in 2018, I have worked for Goldman Sachs, Credit Suisse, and Deutsche Bank Alex. Brown in areas focusing on asset allocation, research, portfolio construction and trading. I graduated from the University of Michigan—Ann Arbor in 2010 with a B.A. in Sociology. Additionally, I am CFA Charterholder and a member of the CFA Society of Los Angeles.
Originally from San Diego, CA, I currently reside in Westchester with my wife, son, and dog and enjoy cooking, exercising, and traveling.
Prior to joining Morgan Stanley Private Wealth Management in 2018, I have worked for Goldman Sachs, Credit Suisse, and Deutsche Bank Alex. Brown in areas focusing on asset allocation, research, portfolio construction and trading. I graduated from the University of Michigan—Ann Arbor in 2010 with a B.A. in Sociology. Additionally, I am CFA Charterholder and a member of the CFA Society of Los Angeles.
Originally from San Diego, CA, I currently reside in Westchester with my wife, son, and dog and enjoy cooking, exercising, and traveling.
Securities Agent: MD, NC, TN, FL, PA, NV, ID, DC, IA, NY, MO, HI, OK, MI, VA, OR, IL, WY, OH, NM, NJ, NH, WA, UT, TX, SD, PR, MN, KS, CA, CT, CO, AZ, MA, GA, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1915554
CA Insurance License #: 4006701
NMLS#: 1915554
CA Insurance License #: 4006701
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Founders Specialist
As a Founders Specialist, my team and I help guide you through every stage of your company's evolution and personal wealth journey. By leveraging experience across Morgan Stanley, we connect you to the right resources at the right time while addressing your unique wealth needs through strategic planning including cash flow management, tax-efficient wealth transfer, estate planning and more. This comprehensive support allows Founders to maintain focus on expanding their business while we help secure their financial interests.
Founders Specialist
As a Founders Specialist, my team and I help guide you through every stage of your company's evolution and personal wealth journey. By leveraging experience across Morgan Stanley, we connect you to the right resources at the right time while addressing your unique wealth needs through strategic planning including cash flow management, tax-efficient wealth transfer, estate planning and more. This comprehensive support allows Founders to maintain focus on expanding their business while we help secure their financial interests.
Discover Ways We Can Support YouClient Service Team
Eithne McLaren - Assistant Vice President, Chief of Staff
Phone:
(213) 486-8847(213) 486-8847
Email:Eithne.Mclaren@morganstanleypwm.com
Eithne is an Assistant Vice President and Chief of Staff for the ESW Group. She is responsible for the team’s workflow and exceeding our clients' expectations on customer service. Additionally, Eithne is responsible for equity and fixed income trading execution and has worked at Morgan Stanley for over 10 years.
Prior to joining Morgan Stanley Private Wealth Management in 2010, Eithne worked for Bank of America in the Institutional Fixed Income Department in Los Angeles. Eithne brings over 32 years of securities industry experience.
Eithne grew up in Southern California and currently resides in San Gabriel and enjoys cooking, gardening, watching movies, and spending time with friends and family.
Prior to joining Morgan Stanley Private Wealth Management in 2010, Eithne worked for Bank of America in the Institutional Fixed Income Department in Los Angeles. Eithne brings over 32 years of securities industry experience.
Eithne grew up in Southern California and currently resides in San Gabriel and enjoys cooking, gardening, watching movies, and spending time with friends and family.
Carlos Trejo - Registered Client Service Associate
Phone:
(213) 486-8991(213) 486-8991
Email:carlos.trejo.pena@morganstanleypwm.com
Carlos provides clients assistance with money movement transactions and day-to-day requests. Additionally, he provides the Private Wealth Advisors with lending analysis for customized lending solutions.
Prior to joining Morgan Stanley Private Wealth Management in 2021, Carlos worked for Wells Fargo as a Premier Banker. While at Wells Fargo, Carlos acted as a relationship manager to High-Net Worth clients providing tailored services to meet their financial needs. Carlos graduated from California State University Los Angeles with a B.S. in Finance.
Carlos currently resides in the Downtown Los Angeles Arts District neighborhood, and enjoys spending time with his dogs, reading, cooking, traveling ,and collecting comic books.
Prior to joining Morgan Stanley Private Wealth Management in 2021, Carlos worked for Wells Fargo as a Premier Banker. While at Wells Fargo, Carlos acted as a relationship manager to High-Net Worth clients providing tailored services to meet their financial needs. Carlos graduated from California State University Los Angeles with a B.S. in Finance.
Carlos currently resides in the Downtown Los Angeles Arts District neighborhood, and enjoys spending time with his dogs, reading, cooking, traveling ,and collecting comic books.
Alison Huang - Senior Registered Client Service Associate
Phone:
(213) 486-8885(213) 486-8885
Email:alison.huang@morganstanleypwm.com
Alison is responsible for new client relationship, account opening and maintenance, as well as providing operational and strategic support with high standards of care to the Financial Advisors and assisting with complex ad-hoc requests.
Prior to joining Morgan Stanley Private Wealth Management in 2023, Alison worked as a Registered Client Service Associate at First Republic Private Wealth Management, where she provided operational and administrative support to ultra-high net worth clients with white glove standards of care. Alison graduated from Vanderbilt University in 2021 with a B.A. in Econometrics and Quantitative Economics.
Alison currently resides in Los Angeles, and enjoys traveling, reading, power lifting, cute dogs and spending time with family and friends.
Prior to joining Morgan Stanley Private Wealth Management in 2023, Alison worked as a Registered Client Service Associate at First Republic Private Wealth Management, where she provided operational and administrative support to ultra-high net worth clients with white glove standards of care. Alison graduated from Vanderbilt University in 2021 with a B.A. in Econometrics and Quantitative Economics.
Alison currently resides in Los Angeles, and enjoys traveling, reading, power lifting, cute dogs and spending time with family and friends.
Nicholas Lombardo - Private Wealth Management Analyst
Phone:
(213) 486-8874(213) 486-8874
Email:Nicholas.Lombardo@morganstanleypwm.com
Nick provides in-depth research and analysis to support the daily business practices of the Private Wealth Advisors. His role involves internal reporting, processing client ad hoc requests, and aiding the development of tailored investment strategies.
Prior to joining Morgan Stanley Private Wealth Management in 2025, Nick worked for RBC Wealth Management as a Senior Registered Client Associate. While at RBC, Nick provided a wide range of sales, service, and relationship management support to a fast-growing Wealth team. Previously, Nick was a Registered Client Service Associate at First Republic Private Wealth Management. He graduated Magna Cum Laude from Boston University with a B.S. in Business Administration and Management and a concentration in Finance.
Originally from Connecticut, Nick currently resides in Marina Del Rey and enjoys the warm weather, Boston sports teams, and spending time with friends and family.
Prior to joining Morgan Stanley Private Wealth Management in 2025, Nick worked for RBC Wealth Management as a Senior Registered Client Associate. While at RBC, Nick provided a wide range of sales, service, and relationship management support to a fast-growing Wealth team. Previously, Nick was a Registered Client Service Associate at First Republic Private Wealth Management. He graduated Magna Cum Laude from Boston University with a B.S. in Business Administration and Management and a concentration in Finance.
Originally from Connecticut, Nick currently resides in Marina Del Rey and enjoys the warm weather, Boston sports teams, and spending time with friends and family.
Location
444 South Flower St, 34th
Fl
Los Angeles, CA 90071
US
Direct:
(213) 486-8971(213) 486-8971
Fax:
(213) 784-5487(213) 784-5487
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
Joseph McCullough, CFA
Managing Director, Private Wealth Management, Private Wealth Advisor
Molly Sakahara, CFP®
Financial Planning Director, Assistant Vice President
Clint Eddy
Family Office Resource Generalist
About Molly Sakahara
Molly Sakahara is a vice president and financial planning director, serving Morgan Stanley Wealth Management offices in the greater Los Angeles area. She is responsible for helping financial advisors with their clients' and prospects' financial planning needs.
Molly began her career in financial services in 1999 and joined Morgan Stanley in 2015. Prior to her current position, she held positions in wealth management and private banking with an emphasis on helping individuals achieve long-term life goals and understanding clients’ value system in relation to their wealth.
Molly graduated from UCLA and holds her CERTIFIED FIANCIAL PLANNER™ designation, California insurance state licensing, and Series 7 and 65 licenses. She currently resides in South Pasadena, CA, with her spouse and two children.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Molly began her career in financial services in 1999 and joined Morgan Stanley in 2015. Prior to her current position, she held positions in wealth management and private banking with an emphasis on helping individuals achieve long-term life goals and understanding clients’ value system in relation to their wealth.
Molly graduated from UCLA and holds her CERTIFIED FIANCIAL PLANNER™ designation, California insurance state licensing, and Series 7 and 65 licenses. She currently resides in South Pasadena, CA, with her spouse and two children.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
About Clint Eddy
Clint Eddy is an Executive Director with the Family Office Resources (FOR) team at Morgan Stanley. As a Generalist with FOR he helps Financial Advisors and their clients curate and navigate an expansive suite of highly specialized resources to address the complex, multifaceted challenges of managing significant wealth so clients may make complicated decisions confidently.
Prior to joining Morgan Stanley in 2022, Clint was a Wealth Strategist at Merrill Lynch for over 15 years. Clint also practiced tax and business law at the law firm of Fox Rothschild for over six years. He was a member of the firm’s Estate Planning and Tax and Corporate Transactions groups. Clint is a member of Washington State Bar Association (WSBA). He is the co-author of the Washington Partnership and Limited Liability Company Deskbook and was named a “Rising Star” by Washington Law and Politics magazine.
Clint received his Master of Laws in Taxation from the University of Washington School of Law, his Juris Doctor from the University of Oregon School of Law, and his Bachelor of Arts from the University of Washington. He is Series 7 and 66 licensed.
Outside of work Clint is an avid, but admittedly, pretty awful skier. He and his fiancé live in Seattle with their 10 year old Boston Terrier named Annie.
Prior to joining Morgan Stanley in 2022, Clint was a Wealth Strategist at Merrill Lynch for over 15 years. Clint also practiced tax and business law at the law firm of Fox Rothschild for over six years. He was a member of the firm’s Estate Planning and Tax and Corporate Transactions groups. Clint is a member of Washington State Bar Association (WSBA). He is the co-author of the Washington Partnership and Limited Liability Company Deskbook and was named a “Rising Star” by Washington Law and Politics magazine.
Clint received his Master of Laws in Taxation from the University of Washington School of Law, his Juris Doctor from the University of Oregon School of Law, and his Bachelor of Arts from the University of Washington. He is Series 7 and 66 licensed.
Outside of work Clint is an avid, but admittedly, pretty awful skier. He and his fiancé live in Seattle with their 10 year old Boston Terrier named Annie.
Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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.
Wealth Management
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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
Iran Conflict: Seven Takeaways for Investors
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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
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
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 Justin A. Weiss today.
1Investors 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
6Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
6Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
