Lee M Hunter
Senior Vice President, Financial Advisor
Phone:
(203) 221-6081(203) 221-6081
Lee Hunter at Morgan Stanley
Direct:
(203) 221-6081(203) 221-6081
Our Mission Statement
Comprehensive wealth management with a personal, boutique approach.
Our Story and Services
Built on the strength of a global platform and the personalization of a boutique practice, our team delivers thoughtful, relationship-driven wealth management backed by the resources of Morgan Stanley.
Our practice was formed with a simple belief: clients deserve more than financial products — they deserve a trusted team that understands their goals, values, and priorities at every stage of life. We take a holistic approach to financial decision-making, helping individuals, families, small businesses, and charitable organizations navigate life’s complexities with clarity and confidence.
As a collaborative team, we work closely with each client to understand what matters most to them, positioning ourselves as their chief financial officers so they can focus on living their lives while we focus on helping protect and grow what they’ve built. By combining personalized advice with institutional-caliber capabilities, we aim to deliver best-in-class service with a highly tailored experience.
Our practice was formed with a simple belief: clients deserve more than financial products — they deserve a trusted team that understands their goals, values, and priorities at every stage of life. We take a holistic approach to financial decision-making, helping individuals, families, small businesses, and charitable organizations navigate life’s complexities with clarity and confidence.
As a collaborative team, we work closely with each client to understand what matters most to them, positioning ourselves as their chief financial officers so they can focus on living their lives while we focus on helping protect and grow what they’ve built. By combining personalized advice with institutional-caliber capabilities, we aim to deliver best-in-class service with a highly tailored experience.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
We believe in a personalized and collaborative approach to wealth management. Our four-step process is designed to understand your unique financial goals, craft tailored strategies, execute plans with precision, and provide ongoing support to adapt to your changing needs. This structured yet flexible approach ensures that we are with you every step of the way, helping you navigate your financial journey with confidence.
Step 1: Understanding Your Needs
Our journey begins with a deep dive into your financial goals and aspirations. We focus on understanding what you want to achieve, whether it's preserving wealth, planning for retirement, or creating generational wealth. Our team brings fresh perspectives and guides you through important financial transitions with sincerity and authenticity.
Step 2: Crafting Personalized Strategies
Leveraging our experience in holistic and comprehensive wealth management, we tailor strategies that align with your unique circumstances. Our services include financial planning, retirement planning, and business advisory, ensuring a robust plan that adapts to your evolving needs.
Step 3: Collaborative Execution
Our team works seamlessly together, supported by our dedicated support staff, to implement your financial plan. Our open communication and trust-building approach ensure you are informed and confident every step of the way.
Step 4: Ongoing Support and Adaptation
Our commitment to you doesn't end with the implementation. We provide continuous support and adapt your strategies as your life and financial landscape change.
Built For Families
No two families are the same. Unique family dynamics result in distinct sets of financial needs and challenges. These needs and challenges often evolve as the family grows. Our team is dedicated to addressing the complexities of multigenerational wealth. Here's how we do it:
Our Multigenerational DNA
Put simply, we're a multigenerational wealth management team –– with advisors and support staff spanning several generations. Not only does that mean we're able to offer a long-term continuity of care; it also gives us a communication advantage right now. We understand the mindset of people in their 20s and 30s. And when we meet with your adult children and grandchildren, we're able to help empower them with a financial education that aligns with their values and perspectives.
Our Multigenerational Commitment
With many of our clients, we've been fortunate to work with clients in every phase of life. We don't take that responsibility lightly. Because we know firsthand what it entails: being a guiding light and a supportive hand in life's most difficult moments. Maybe it's the unexpected passing of a loved one. A sudden health emergency. A divorce. A hard decision about long-term care. These are the kinds of trials that every family must endure. And while they're extremely trying from an emotional standpoint, they can also present tricky financial challenges. We pride ourselves on being an objective, empathetic resource in those times you and your family need it most.
Boutique Services:
We like to describe our team as "a small business within a huge company." Not only do we bring together a diverse skillset and deep well of knowledge developed from 110+ years of combined experience; we also back our individual strengths with the world-class resource of Morgan Stanley. This means we're able to help address the unique challenges of high-net-worth and manage every aspect of your financial life.
For example, we can help you:
• Leverage your corporate equity package in a tax-efficient manner
• Decide what charitable giving strategies can optimize your impact at your preferred non-profit organization
• Protect your assets against volatility with non-market-correlated investments
• Maintain an objective outlook in turbulent moments
But while we offer the resources of a global wealth management powerhouse, we provide the personal service of a boutique firm. In other words, we take a huge platform of research, technology, and other resources and use it to create a highly customized, personable, and nimble approach for your specific needs and goals. When you call, we answer. When you email, we write back the same day. We make ourselves available to you for whatever you need, whenever you need it. After all, we view our client relationships as lifelong commitments.
Trust. Empathy. Commitment. That's our promise to you, your loved ones, and your legacy. Through life's inevitable ups and downs, we help keep you on track toward your goals, managing every aspect of your financial life along the way.
What We Provide
Here at Morgan Stanley, we strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our clients quality resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why.
Wealth Management Capabilities
Our team at Morgan Stanley has exclusive access to vast resources, combined with our unique capabilities, giving us the means to support your goals at every life stage. Our commitment to building, preserving and managing wealth of our clients forms the foundation of everything we do.
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Estate Planning
Our Team looks at all aspects of an individual's estate to understand the potential income tax and estate planning attributes of the vehicles. The goal is for the client and his or her investment professionals to make more informed investment decisions looking at their estate plan holistically.
Learn More
Pre-Liquidity Event Planning
Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents. It is important to consider and implement income tax and wealth transfer strategies prior to a potential liquidity or sale event.
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Executive Compensation: Stock & Stock Options
Executives today are increasingly compensated with stock or stock options. It is critical that an executive understands the risks of investing financial assets and the potential reward of preferential income tax treatment. The following is a general overview of some of the basic rules applicable to stock and stock options.
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Alternative Investments
Our Team is highly skilled and experienced in providing clients with support through alternative investments. Learn how Morgan Stanley's comprehensive strategies, diverse talent and global resources can provide you with the opportunity to achieve your financial goals.
Learn More
Home Loans
As a Morgan Stanley client, you have access to our dedicated Home Loans team, who will work with you to explore the right solution for your home financing needs.
Learn More
Donor Advised Funds
Donor-advised funds (DAFs) offer a flexible way to manage charitable giving by allowing individuals to contribute assets and recommend grants to nonprofit organizations. They provide tax benefits and the ability to support causes over time. Morgan Stanley offers a platform for clients to manage DAFs, with options for investment and administrative support.
Learn More
Tax Management
The tax decisions you make today can help you save for years to come. There are many tax smart strategies for your financial plan.
Learn MoreDigital Resources for Clients
Access your financial world at your convenience.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, along with convenient connectivity.
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On the Markets
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Location
500 Post Road East
3rd Floor
Westport, CT 06880
US
Direct:
(203) 221-6081(203) 221-6081
Meet Lee Hunter
Natasha Villarroel
Assistant Vice President, Wealth Management Associate
Phone:
(203) 221-6038(203) 221-6038
Michael Gordon
Financial Advisor Associate
Phone:
(813) 227-2137(813) 227-2137
About Me
Lee Hunter is a Financial Advisor at Morgan Stanley with more than three decades of experience in the financial services industry. She is passionate about helping clients navigate an increasingly complex financial landscape and values the opportunity to make a meaningful, positive impact on their lives. Her work combines experience with a deeply personal approach, offering both professional fulfillment and lasting client relationships.
Lee takes pride in building long-term, trusted partnerships and serving as a personal chief financial officer to her clients. She approaches wealth management holistically, considering every aspect of a client’s financial picture and translating complex market, tax, and investment concepts into clear, actionable strategies designed to support both short- and long-term goals.
She began her career in financial services in 1987 at Drexel Burnham and brings decades of market knowledge and perspective to her practice. Lee holds the Chartered Retirement Planning Counselor™ (CRPC®) designation and is committed to continuous learning across markets, tax strategies, and investment solutions.
Beyond her professional work, Lee is a founding member of Tennis for Hope, a philanthropic organization dedicated to supporting individuals and organizations within the tennis community affected by natural disasters. In her free time, she enjoys tennis, golf, boating, and travel. Above all, Lee values time spent with family and friends, which reflects the same sense of care and trust she brings to her client relationships.
Lee takes pride in building long-term, trusted partnerships and serving as a personal chief financial officer to her clients. She approaches wealth management holistically, considering every aspect of a client’s financial picture and translating complex market, tax, and investment concepts into clear, actionable strategies designed to support both short- and long-term goals.
She began her career in financial services in 1987 at Drexel Burnham and brings decades of market knowledge and perspective to her practice. Lee holds the Chartered Retirement Planning Counselor™ (CRPC®) designation and is committed to continuous learning across markets, tax strategies, and investment solutions.
Beyond her professional work, Lee is a founding member of Tennis for Hope, a philanthropic organization dedicated to supporting individuals and organizations within the tennis community affected by natural disasters. In her free time, she enjoys tennis, golf, boating, and travel. Above all, Lee values time spent with family and friends, which reflects the same sense of care and trust she brings to her client relationships.
Securities Agent: WA, CT, NC, MI, NY, NM, MN, TX, OR, AZ, FL, LA, IL, CA, PA, SC, NJ, ME, DC, VA, UT, TN, RI, NV, NH, GA, OH, IA, CO, MA; General Securities Representative; Investment Advisor Representative
About Natasha Villarroel
Natasha Villarroel is a Wealth Management Associate at Morgan Stanley, where she supports advisors and clients in delivering thoughtful, personalized wealth management and financial planning solutions. She is passionate about helping clients feel informed, confident, and supported as they navigate important financial decisions.
Natasha takes a holistic approach to wealth management, with a strong focus on education, organization, and long-term planning. She believes in helping clients understand how their financial strategies align with their broader life goals while also considering risk management and protection.
Natasha developed a strong foundation in discipline and communication through her background as a NCAA Division I tennis player and coach. Her experience teaching tennis strengthened her ability to adapt to individual learning styles and build meaningful relationships—skills she brings to her role today.
Outside of work, Natasha enjoys staying active through tennis and platform tennis, spending time with her daughter, traveling, and following soccer, including Inter Miami. She is fluent in Spanish and values connecting with clients from diverse backgrounds.
Natasha takes a holistic approach to wealth management, with a strong focus on education, organization, and long-term planning. She believes in helping clients understand how their financial strategies align with their broader life goals while also considering risk management and protection.
Natasha developed a strong foundation in discipline and communication through her background as a NCAA Division I tennis player and coach. Her experience teaching tennis strengthened her ability to adapt to individual learning styles and build meaningful relationships—skills she brings to her role today.
Outside of work, Natasha enjoys staying active through tennis and platform tennis, spending time with her daughter, traveling, and following soccer, including Inter Miami. She is fluent in Spanish and values connecting with clients from diverse backgrounds.
Contact Lee M Hunter
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
Mary Gelfand
Financial Planning Director
About Mary Gelfand
Mary Gelfand is a vice president and financial planning director, serving Morgan Stanley’s Wealth Management offices in Westchester County, NY and Fairfield County, CT. She is responsible for helping financial advisors with their clients’ and prospects’ financial planning needs.
Mary began her career in financial services in 2003 and joined Morgan Stanley in 2024. Prior to her current position, she worked for Fidelity Investments, Smith Barney, and Ameriprise.
Mary graduated from the University of Florida and holds her CERTIFIED FINANCIAL PLANNER™ designation. Mary lives in Westchester County, NY with her husband and children. Outside of work, Mary is an advocate for children’s healthcare and serves on the Family Advisory Council for the Morgan Stanley Children’s Hospital of NY.
Mary began her career in financial services in 2003 and joined Morgan Stanley in 2024. Prior to her current position, she worked for Fidelity Investments, Smith Barney, and Ameriprise.
Mary graduated from the University of Florida and holds her CERTIFIED FINANCIAL PLANNER™ designation. Mary lives in Westchester County, NY with her husband and children. Outside of work, Mary is an advocate for children’s healthcare and serves on the Family Advisory Council for the Morgan Stanley Children’s Hospital of NY.
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.
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.
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
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
Rational Investing in an Age of Uncertainty
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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
Ready to start a conversation? Contact Lee Hunter today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
4Morgan 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.
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.
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.
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.
2Morgan 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.
3When 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.
4Morgan 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.
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.
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.
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
CRC 4665150 (8/2025)