Brandon Park, CFP®, CEPA®, CIMA®, CPWA®
Executive Director, Financial Advisor
Phone:
(808) 525-6906(808) 525-6906
Industry Award WinnerOur Mission Statement
Navigate the Full Arc of Wealth
Strategic wealth management for founders, entrepreneurs, and families navigating growth, liquidity, and what comes next.
Strategic wealth management for founders, entrepreneurs, and families navigating growth, liquidity, and what comes next.
Our Story and Services
Every financial journey has an arc — from value creation, to realization, to stewardship.
At Verdant Arc, we work with founders, business owners, executives, and families who face complexity — concentrated wealth, liquidity events, and multi-generational decisions.
We help clients move through these phases deliberately, focusing on long-term alignment, disciplined strategy, and clear decision-making — so wealth supports the life you're building.
Clarity across every transition.
If you're navigating a pivotal financial moment – or preparing for what's next – Verdant Arc Wealth Management is here to help you move forward with confidence.
Verdant Arc Wealth Management: Forbes Best-In-State Wealth Management Teams 2025, 2026
Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025, 2026) Data compiled by SHOOK Research LLC based on the period from 3/31/23–3/31/24.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Understanding Entrepreneurs
Entrepreneurs and founders face high-stakes decisions when the business is ready for its next chapter—whether that means stepping back, bringing in partners, or transitioning ownership. Our role is to help you cut through complexity, evaluate your options and understand what each route could mean for your company, your family and your long-term plans.
As you look ahead, the key questions often include:
- Is the company positioned to thrive without you? Do you have management depth, incentives and a decision-making structure that can sustain growth beyond the founder?
- Do you want liquidity while staying involved? Could a minority investment, recapitalization or strategic partner help diversify your balance sheet while preserving control or ongoing engagement?
- Or is a full sale the strongest fit? Does selling align with your goals, timing, market conditions and desired legacy?
We work closely with you and your existing advisors to evaluate the implications of each path—so your decisions are intentional, well-informed and made with confidence.
Planning a Legacy Beyond the Balance Sheet
For most founders, legacy is about more than net worth. It's the people you've supported, the culture you've built, the opportunities you've created and the causes you want to advance. We start by understanding what matters most to you, then coordinate with your other advisors to help structure a plan designed to protect what you've built and extend your impact over time.
Converting a Business into Long-Term Security and Flexibility
Many founders view their enterprise as a deeply personal, hands-on asset—built through years of reinvestment, focus and risk-taking. As succession or an exit comes into view, the mindset often evolves from operating the business to translating a concentrated ownership position into diversified wealth, long-term income and flexibility for what comes next.
That transition is typically a process rather than a single event. Early preparation can help position the business clearly for successors, investors or buyers—and help you pursue any liquidity event from a position of strength.
How We Support the Transition
As exit-planning advisors with deep financial planning and wealth advisory experience, we can help coordinate and guide key elements of the journey, including:
- Sustaining performance and reducing risk to strengthen operational resilience
- Building buyer-ready financials while balancing personal tax planning with the earnings profile buyers and investors often expect
- Clarifying valuation and value drivers, including the metrics and narrative that can influence terms and outcomes
- Bringing in the right specialists at the right time (e.g., corporate attorneys, tax advisors, M&A professionals, management consultants and executive talent resources)
Holistic Exit Planning
We take a holistic view of succession; from the moment a business owner acknowledges the need for a transition. Our role begins in preparation for a liquidity event, continues through the financial transaction and shifts to customized wealth management focused on income generation, longevity and legacy planning once a windfall has been achieved.
1. Pre-Liquidity Planning
- Conduct baseline assessment of business value
- Determine your wealth gap to inform necessary exit value
- Create and execute action plan for valuation improvement
- Decentralize Owner-Dependent Businesses
- Integrate financial and personal needs into preparation
2. Evaluating Exit Options
- Assess business regularly to determine whether to grow or sell
- Select best exit option: internal or external
- Internal: Begin transition to family or employees through ESOP or similar buyout strategy
- External: Engage intermediary to market business for sale
3. Post-Exit Planning
- Orient financial planning toward both financial and personal objectives
- Assess tax impact of liquidity event on estate planning
- Determine income needs based on your planned path: full or part-time retirement or a new vocation
- Execute your personal plan
Working With Professional Business Advisors
It takes a team to help achieve successful exits and succession outcomes. This is why we have spent our careers developing relationships with dedicated professionals in the disciplines of tax, corporate and estate law, insurance and management consulting. An accountant may realize the tax ramifications of a business sale, for instance, but may lack skills such as valuation analysis or how to legally structure a management buyout or third-party acquisition.
Two key priorities in forming Verdant Arc Wealth Management were to create:
- A financial advisory team for business owners and ultra-high-net-worth clients to help ensure all their needs are addressed, both on the business and personal level
- A professional resource for business advisors to source experienced, dedicated professionals across the disciplines that affect business and personal wealth and promote collaborative relationships centered on individual clients
Family Office Resources
Verdant Arc Wealth Management helps clients address the full spectrum of complex, multigenerational wealth management issues.
We look forward to learning more about your family needs and how we may be of service to you.
Our Practice helps clients address the following questions:
• How much of my wealth do I want my heirs to inherit? At what age?
• How do I create readiness emotionally and intellectually to manage significant family wealth?
• How can I leave a lasting family legacy in my community?
• What are the best ways to reduce transfer taxes, while benefiting family and charity at the same time?
• I've sold a company that gave meaning and purpose to my life. What's next?
• Does my asset allocation make sense given my risk tolerance, and how is my family positioned for any unforeseen life events?
• How can I create income beneficiaries for my wealth while protecting the principal for future growth?
Our work with clients has evolved to address the complexity of our client’s growing and dynamic needs.
Morgan Stanley's Family Office resources include the following:
• Outsourced CIO Platform
• Strategic Estate and Financial Planning Strategies
• Wealth Analytics and Solutions
• Manager Selection & Portfolio Construction
• Alternative Investment Portfolio Experience
• Insurance Solutions
• Trust Services
Our work is grounded in providing acccess to a range of solutions that include:
• Lifestyle Advisory (Full service resource access)
• Philanthropic Management
• Family Governance & Legacy
• Next Generation Education
Morgan Stanley Family Office Resources
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
Location
733 Bishop Street
Suite 2800
Honolulu, HI 96813
US
Direct:
(808) 525-6990(808) 525-6990
Meet Verdant Arc Wealth Management
Phone:
(808) 525-6006(808) 525-6006
Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor™ (CEPA)
Phone:
(808) 525-7933(808) 525-7933
Richardson P. Talavera
Portfolio Management Associate
Phone:
(808) 525-7951(808) 525-7951
Ari David
Client Service Associate
Phone:
(808) 525-6990(808) 525-6990
Sandy Lee
Team Administrator
Phone:
(808) 525-7940(808) 525-7940
About Me
Brandon delivers a holistic perspective and broad financial experience to help business owner clients exit their businesses and transfer wealth to the next generation. He focuses on post-liquidity income replacement, and strives to maximize the after-tax business sale value, and family legacy planning.
Brandon advises founders throughout the full business lifecycle:
• Start-up: fundraising cash management, introductions to strategic advisors and outsourced C-suite professionals (CFO, CMO)
• Growth: venture capital, private equity, lending solutions
• Exit: Investment banking for partial or full exits, mergers and acquisitions
He works closely with the founder's tax and legal team to help maximize the after-tax value upon exit and replacing business income with lifetime portfolio income.
His education and training include:
Certified Financial Planner® practitioner, The American College
Certified Exit Planning Advisor™, Exit Planning Institute
Certified Investment Management Analyst®, The Wharton School, University of Pennsylvania
Certified Private Wealth Advisor®, University of Chicago Booth School of Business
B.S with honors from the University of Maryland.
Brandon advises founders throughout the full business lifecycle:
• Start-up: fundraising cash management, introductions to strategic advisors and outsourced C-suite professionals (CFO, CMO)
• Growth: venture capital, private equity, lending solutions
• Exit: Investment banking for partial or full exits, mergers and acquisitions
He works closely with the founder's tax and legal team to help maximize the after-tax value upon exit and replacing business income with lifetime portfolio income.
His education and training include:
Certified Financial Planner® practitioner, The American College
Certified Exit Planning Advisor™, Exit Planning Institute
Certified Investment Management Analyst®, The Wharton School, University of Pennsylvania
Certified Private Wealth Advisor®, University of Chicago Booth School of Business
B.S with honors from the University of Maryland.
Securities Agent: DE, DC, ME, VA, WY, WA, OR, MD, WI, TX, OK, NY, SC, PA, NV, NC, MO, HI, GA, CA, AZ, MT, MI, CO, AK, UT, NJ, TN, IA, LA, IN, OH, IL, FL; General Securities Representative; Investment Advisor Representative
About Alexander Fowler
Alexander joined Morgan Stanley as an advisor in 2013 and works with small business owners and high net worth individuals. Alex focuses on corporate benefits, offering guidance structuring 401(k) plans, buy-sell agreements, and deferred compensation plans which help business owners not only save for their future tax efficiently, but also attract and keep talented employees. As a financial advisor with a property and casualty license, he can also assist business owners with their corporate insurance needs including worker’s compensation, general liability, and umbrella insurance.
A native of Oahu, Alex graduated from Roosevelt High School, where he was a standout athlete as a state triple jump champion and all-star in football and soccer. He then went on to excel as a collegiate athlete at the University of San Francisco. Alex was captain of the USF Track and Field team all four years and was the West Coast Conference Champion in both the long jump and triple jump. He graduated summa cum laude in finance from the University of San Francisco with an emphasis in personal finance from USF's McLaren School of Management.
Alex is active in the local business community as the founder and president of the Emerging Leaders of Hawaii. The peer group of over 300 young professionals including doctors, lawyers, accountants, dentists, bankers, engineers and developers meets monthly to discuss ideas and aspirations that could shape Hawaii’s future
A native of Oahu, Alex graduated from Roosevelt High School, where he was a standout athlete as a state triple jump champion and all-star in football and soccer. He then went on to excel as a collegiate athlete at the University of San Francisco. Alex was captain of the USF Track and Field team all four years and was the West Coast Conference Champion in both the long jump and triple jump. He graduated summa cum laude in finance from the University of San Francisco with an emphasis in personal finance from USF's McLaren School of Management.
Alex is active in the local business community as the founder and president of the Emerging Leaders of Hawaii. The peer group of over 300 young professionals including doctors, lawyers, accountants, dentists, bankers, engineers and developers meets monthly to discuss ideas and aspirations that could shape Hawaii’s future
Securities Agent: CO, OK, LA, AZ, TX, PA, OH, NC, GA, DE, DC, NJ, MT, MI, ME, TN, SC, MD, IL, WY, WI, NY, NV, IN, CA, WA, UT, MO, IA, VA, OR, AK, HI, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1285383
NMLS#: 1285383
About Franklin Portillo
I am incredibly fortunate and grateful to have the privilege of doing my dream job as a Financial Advisor. As a junior and senior in high school, I was a part of a curriculum called The Academy of Finance, which was geared toward students planning to work in the financial industry. From there, I attended the Kelley School of Business at Indiana University and received my Finance degree. Being a financial advisor was my dream because I enjoy working with people and strive to help meaningfully impact their lives. Almost two decades later, I still have the same enthusiasm and joy in what I do.
As a CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor (CEPA®), my practice is centered on providing wealth management services to high-net-worth families and business owners. My approach includes comprehensive financial planning, estate planning strategies, portfolio management, risk management, cash management, and business succession planning strategies.
I collaborate with business owners to craft their business succession plans and personal financial plans that are designed to align with their goals. An effective business succession plan seeks to help train the next generation of leaders, account for contingencies, help preserve the value of the business, and seek to help increase the after-tax value the owner may receive.
Prior to joining Morgan Stanley, I was a Private Wealth Advisor with First Hawaiian Bank, where I helped many high-net-worth families and business owners create comprehensive financial plans intended to help clients evaluate next steps and work toward their financial goals.
As a board member of the Hawaii chapter of the Financial Planning Association, I am committed to supporting the development of advisors' skills and upholding high standards of ethics and integrity in our profession.
I live in Honolulu with my wife, Maria, and two daughters, Clara and Aspen. In addition to all the sports and extracurricular activities, we enjoy trying new places to eat and taking trips when we can.
As a CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor (CEPA®), my practice is centered on providing wealth management services to high-net-worth families and business owners. My approach includes comprehensive financial planning, estate planning strategies, portfolio management, risk management, cash management, and business succession planning strategies.
I collaborate with business owners to craft their business succession plans and personal financial plans that are designed to align with their goals. An effective business succession plan seeks to help train the next generation of leaders, account for contingencies, help preserve the value of the business, and seek to help increase the after-tax value the owner may receive.
Prior to joining Morgan Stanley, I was a Private Wealth Advisor with First Hawaiian Bank, where I helped many high-net-worth families and business owners create comprehensive financial plans intended to help clients evaluate next steps and work toward their financial goals.
As a board member of the Hawaii chapter of the Financial Planning Association, I am committed to supporting the development of advisors' skills and upholding high standards of ethics and integrity in our profession.
I live in Honolulu with my wife, Maria, and two daughters, Clara and Aspen. In addition to all the sports and extracurricular activities, we enjoy trying new places to eat and taking trips when we can.
Securities Agent: RI, OR, FL, WI, TX, NH, GA, NJ, MI, CA, AZ, UT, HI, NY, MT, MS, MO, DC, PA, ME, CO, VA, OH, MD, DE, NV, NC, IL, WA, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 957461
NMLS#: 957461
About Richardson P. Talavera
Rich joined Verdant Arc in 2022 as a Portfolio Management Associate. His responsibilities include the development and execution of investment strategies, portfolio analysis and construction, asset allocation and risk management. In addition to supporting the servicing of client accounts, he is licensed to work with clients on their variable, health and life insurance needs.
Rich has over 10 years of experience in financial services. He started his career in New York as an Associate in Deloitte’s Audit practice, before joining KPMG as a Manager in their Mergers & Acquisitions group. Prior to joining Morgan Stanley, he was a Risk Officer at First Hawaiian Bank in their Operational Risk Department.
Rich graduated from St. John’s University, earning a bachelor’s degree in accounting and his MBA. Outside of the office, he enjoys playing golf and spending time with his wife Allie, and their two children, Jet and Emmie.
Disclosures:
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Rich has over 10 years of experience in financial services. He started his career in New York as an Associate in Deloitte’s Audit practice, before joining KPMG as a Manager in their Mergers & Acquisitions group. Prior to joining Morgan Stanley, he was a Risk Officer at First Hawaiian Bank in their Operational Risk Department.
Rich graduated from St. John’s University, earning a bachelor’s degree in accounting and his MBA. Outside of the office, he enjoys playing golf and spending time with his wife Allie, and their two children, Jet and Emmie.
Disclosures:
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
About Ari David
As the Client Service Associate on the team, Ari brings a client-focused, solutions-oriented mindset to every interaction. She works closely with advisors and clients in comprehensive client account management, such as onboarding and asset transfers, daily business oper-ations, and service requests with precision and care. Ari is committed to cultivating strong relationships and delivering a first-class experience with clients.
Outside of the office, she enjoys cooking, caring for animals, and spending time with friends and family.
Outside of the office, she enjoys cooking, caring for animals, and spending time with friends and family.
About Sandy Lee
Sandy recently joined Morgan Stanley as a Team Administrator, providing administrative and operational support to the team.
She brings a structured and detail-oriented approach to my work and am comfortable supporting multiple priorities in fast-paced, structured environments. She has experience working with teams made up of individuals from diverse cultural and professional backgrounds and coordinating across different working styles with a focus on accuracy and follow-through.
Outside of work, Sandy enjoys exploring new food spots, spending time outdoors, and learning about different cultures and perspectives.
She holds a master’s degree from the University of Hawaiʻi and is based in Honolulu.
She brings a structured and detail-oriented approach to my work and am comfortable supporting multiple priorities in fast-paced, structured environments. She has experience working with teams made up of individuals from diverse cultural and professional backgrounds and coordinating across different working styles with a focus on accuracy and follow-through.
Outside of work, Sandy enjoys exploring new food spots, spending time outdoors, and learning about different cultures and perspectives.
She holds a master’s degree from the University of Hawaiʻi and is based in Honolulu.
Contact Brandon Park
Contact Alexander Fowler
Contact Franklin Portillo
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2025-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
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
Clint Eddy
Family Office Resource Generalist
Rosana Vantuyl
Private Banker | Market Manager
Darian Avery
Planning Associate
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.
About Brent Curlow
Brent Curlow is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in San Francisco and Hawaii. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Brent began his career in financial services in 2003, and joined Morgan Stanley in 2022. Prior to his current position, he worked at First Hawaiian Bank as an Investment Services Analyst.
Brent graduated from the Wharton School of the University of Pennsylvania and holds his CERTIFIED FINANCIAL PLANNER™ designation and is a CFA charter holder . Brent lives in Honolulu, Hawaii with his wife, Helen. Outside of work, Brent volunteers as Social Chair for CFA Hawaii and Board Director for Financial Planning Association of Hawaii.
Brent began his career in financial services in 2003, and joined Morgan Stanley in 2022. Prior to his current position, he worked at First Hawaiian Bank as an Investment Services Analyst.
Brent graduated from the Wharton School of the University of Pennsylvania and holds his CERTIFIED FINANCIAL PLANNER™ designation and is a CFA charter holder . Brent lives in Honolulu, Hawaii with his wife, Helen. Outside of work, Brent volunteers as Social Chair for CFA Hawaii and Board Director for Financial Planning Association of Hawaii.
About Rosana Vantuyl
Rosana Vantuyl is a Private Banker | Market Manager serving Morgan Stanley Wealth Management offices in California.
Private Banker | Market Managers partner with Financial Advisors/ Private Wealth Advisors (collectively “Advisors”) to deliver specialized cash management and lending solutions, while strategically leading sales activity and deepening client engagement across Wealth Management markets to drive growth aligned with long-term business objectives.
Rosana began her career in financial services in 2010 and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch.
Rosana is a graduate of the University of Oregon, where she received a Bachelor of Science in Psychology. She lives in San Francisco, California with her family. Outside of the office, Rosana enjoys traveling, the outdoors, and spending time with her family.
Private Banker | Market Managers partner with Financial Advisors/ Private Wealth Advisors (collectively “Advisors”) to deliver specialized cash management and lending solutions, while strategically leading sales activity and deepening client engagement across Wealth Management markets to drive growth aligned with long-term business objectives.
Rosana began her career in financial services in 2010 and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch.
Rosana is a graduate of the University of Oregon, where she received a Bachelor of Science in Psychology. She lives in San Francisco, California with her family. Outside of the office, Rosana enjoys traveling, the outdoors, and spending time with her family.
NMLS#: 637533
About Darian Avery
Darian Avery is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Darian provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
Darian earned his undergraduate degree from the Poole College of Management at North Carolina State University and received the Financial Planning Specialist® designation from the College for Financial Planning. He is originally from Ellicott City, MD and currently resides in Atlanta, GA.
Darian earned his undergraduate degree from the Poole College of Management at North Carolina State University and received the Financial Planning Specialist® designation from the College for Financial Planning. He is originally from Ellicott City, MD and currently resides in Atlanta, GA.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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.
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.
When 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.
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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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.
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.
When 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.
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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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
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A Simple Six-Step Retirement Checkup
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Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
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- Traditional Investments
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- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
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529 Plans: A Powerful Tool to Save for Education
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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- 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
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Ready to start a conversation? Contact Verdant Arc Wealth Management today.
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.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
7Morgan 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.
8Morgan 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.
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
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
7Morgan 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.
8Morgan 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.
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), 4763067 (9/2025)
