Ronia Dolabany
Associate Private Banker
My Mission Statement
Strategic partner to first-generation builders—shaping enduring and fulfilling wealth
My Story and Services
I didn’t inherit this business—I built it.
I grew up in Bengbu, Anhui, China. My grandmother, who was illiterate, built a business from nothing, supported a family of ten, and became one of the leading business owners in our town in the 1990s. From her, I learned resilience, openness, and the courage to face the unknown.
I began my career as an attorney before moving into wealth management at a global Swiss bank in 2014. I started with no clients and a mandate to earn my place. It took 18 months to win my first client—just before the deadline. I remained among the top 1% of new hires who continued on.
Since then, I have built my business from scratch three times, across continents and markets. Each time different. Each time sharper.
Today, I work with business owners, entrepreneurs, and innovators who face complex financial decisions—where structure, discipline, governance, and long-term thinking matter.
I am especially drawn to clients guided by impact and purpose. That is where the work becomes not only strategic, but deeply fulfilling.
As an immigrant and a working mother, I value trust and human connection above all. I work with a select group of clients — fewer than 20 households — and commit to them wholeheartedly.
Outside of work, I read, write, speak, and spend time in nature. I often curate gatherings with my car-enthusiast husband. We live in New Jersey with our two children, who are learning a simple belief—one I learned from my grandmother and see reflected in my clients—that “anything is possible.”
I also serve on the board of Uptown Stories, a nonprofit that helps children find their voice through writing.
I grew up in Bengbu, Anhui, China. My grandmother, who was illiterate, built a business from nothing, supported a family of ten, and became one of the leading business owners in our town in the 1990s. From her, I learned resilience, openness, and the courage to face the unknown.
I began my career as an attorney before moving into wealth management at a global Swiss bank in 2014. I started with no clients and a mandate to earn my place. It took 18 months to win my first client—just before the deadline. I remained among the top 1% of new hires who continued on.
Since then, I have built my business from scratch three times, across continents and markets. Each time different. Each time sharper.
Today, I work with business owners, entrepreneurs, and innovators who face complex financial decisions—where structure, discipline, governance, and long-term thinking matter.
I am especially drawn to clients guided by impact and purpose. That is where the work becomes not only strategic, but deeply fulfilling.
As an immigrant and a working mother, I value trust and human connection above all. I work with a select group of clients — fewer than 20 households — and commit to them wholeheartedly.
Outside of work, I read, write, speak, and spend time in nature. I often curate gatherings with my car-enthusiast husband. We live in New Jersey with our two children, who are learning a simple belief—one I learned from my grandmother and see reflected in my clients—that “anything is possible.”
I also serve on the board of Uptown Stories, a nonprofit that helps children find their voice through writing.
Helping Manage Significant Wealth
- Investment management
- Alternative/legacy investing
- Tax and estate planning strategies
- Comprehensive financial planning
- Facilitating professional networking
- Lifestyle and business advisory services
- Philanthropy creation and management
- Multicultural family governance and wealth education
- Succession planning for charitable and business efforts
Securities Agent: VA, NY, CT, DE, MA, CA, NJ, NV; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
I primarily work with first-generation founders and self-made business owners who have already built significant wealth. I also work with select second-generation individuals who are building in their own right.
Typically, my clients are:
- Founders approaching or following a liquidity event
- Entrepreneurs managing cross-border or multi-jurisdictional wealth
- Scientists navigating complex tax and estate matters following a windfall
- Business owners with concentrated positions or evolving balance sheets
- Individuals and families asking deeper questions about purpose, legacy, and impact
They are builders. They have created something from nothing.
And they understand that wealth brings both opportunity—and responsibility.
Who This May Not Be For
I am not the right fit for everyone.
- If you are looking for transactional advice or short-term market views
- If you prefer high-frequency trading or reactive decision-making
- If you are not yet ready to engage in thoughtful, long-term planning
- If you are looking for specific products only
There are many excellent advisors who specialize in those areas.
My work is built on collaboration, discipline, and long-term alignment.
First-generation wealth is different.
It is built with intensity—often without a playbook—and comes with decisions that are not only financial, but deeply personal.
My HEARTFUL CAPITALISM services apply a disciplined management strategy based on client needs. I approach your needs responsibly—with both rigor and intention. The strategy stays grounded in purpose. In practice, this means:
- Holding responsibility with conviction—your trust is something I take seriously and personally
- Helping you preserve and grow what truly matters—including family governance and the education of the next generation
- Structuring your wealth to potentially endure—while helping ensure it remains aligned with the life it is meant to support
My practice is planning-led and relationship-driven. It begins with understanding you—not just financially, but as a person.
I meet every client personally—ideally before we decide to work together, or shortly after. This is intentional. Relationships begin with a conversation, a shared understanding, and a clear alignment of values.
The HEARTFUL CAPITALISM services include:
- Wealth management
- Investment management
- Alternative/legacy investing
- Tax and estate planning strategies
- Comprehensive financial planning
- Facilitating professional networking
- Lifestyle and business advisory services
- Philanthropy creation and management
- Multicultural family governance and wealth education
- Succession planning for charitable and business efforts
- Business advisory services
- Personal and professional development services
Client Service Team
Jake Slavin - Private Wealth Management Analyst
As a Private Wealth Management Analyst, Jake is responsible for day to day management of the team’s book of business. Serving as the first point of contact for clients and being the go to for any requests/issues. Prior to joining Morgan Stanley, Jake served as a Registered Private Wealth Portfolio Associate at First Republic Private Wealth Management. He began his financial services career in the UBS Financial Advisor training program after graduating from Augustana College with degrees in finance and economics.
Born in Madison, Wisconsin, and raised in the Chicago suburbs, Jake now lives in New York with his Norwegian Elkhound, Odin. He is active in the community, volunteering with the Special Olympics and serving as a director of Timeout 4 Kids.
Born in Madison, Wisconsin, and raised in the Chicago suburbs, Jake now lives in New York with his Norwegian Elkhound, Odin. He is active in the community, volunteering with the Special Olympics and serving as a director of Timeout 4 Kids.
Alan Chew - Executive Director
Alan is an Executive Director at Morgan Stanley’s Family Office Resources and a Wealth & Estate Planning Strategist for the International and Central regions of the firm. In this role, he works with domestic and international ultra high net worth clients and families on strategic solutions in the areas of estate planning, tax, non profit and family governance.
Alan has extensive experience working closely with clients and their legal and tax advisors to define an efficient wealth and estate plan tailored to the specific goals, needs and circumstances of each family. Prior to joining Morgan Stanley, Alan was a Corporate Vice President at New York Life Insurance Company managing a national team of Chinese Advanced Planning Consultants providing financial and estate planning strategies and sales support, including conducting numerous sales seminars, for approximately 900 Chinese agents nationwide. Since 1995, he has provided tax, legal and accounting services to the financial services industry and private sector companies as a public auditor with KPMG and as a lawyer.
Alan earned both his Bachelor of Business Administration (Cum Laude) and Masters of Professional Accounting from The University of Texas at Austin. He earned his Juris Doctorate (Cum Laude) from the Southern Methodist Dedman School of Law. He is a licensed Texas CPA and California (inactive) CPA, and a licensed member of both the Texas State Bar and New York State Bar. He also holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant ( ChFC ) with The American College. He currently holds FINRA Series, 6, 7, 63, 66 and 24 registrations. He is fluent in Mandarin and other Chinese dialects.
Alan has extensive experience working closely with clients and their legal and tax advisors to define an efficient wealth and estate plan tailored to the specific goals, needs and circumstances of each family. Prior to joining Morgan Stanley, Alan was a Corporate Vice President at New York Life Insurance Company managing a national team of Chinese Advanced Planning Consultants providing financial and estate planning strategies and sales support, including conducting numerous sales seminars, for approximately 900 Chinese agents nationwide. Since 1995, he has provided tax, legal and accounting services to the financial services industry and private sector companies as a public auditor with KPMG and as a lawyer.
Alan earned both his Bachelor of Business Administration (Cum Laude) and Masters of Professional Accounting from The University of Texas at Austin. He earned his Juris Doctorate (Cum Laude) from the Southern Methodist Dedman School of Law. He is a licensed Texas CPA and California (inactive) CPA, and a licensed member of both the Texas State Bar and New York State Bar. He also holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant ( ChFC ) with The American College. He currently holds FINRA Series, 6, 7, 63, 66 and 24 registrations. He is fluent in Mandarin and other Chinese dialects.
Mary Beth Powers - Executive Director, Trust Specialist
Mary Beth Powers is Executive Director and Trust Specialist for Morgan Stanley covering the New York Metro region, responsible for presenting Morgan Stanley’s third-party trustee partner platform to Morgan Stanley Wealth Management Financial Advisors, clients and prospects. Leveraging the capabilities of our trust company partners, Mary Beth assists to identify appropriate fiduciary solutions, which are essential to the management, preservation and transfer of accumulated wealth. This process includes coordination with the client’s financial, legal and tax advisors to ensure proper trust planning implementation.
Mary Beth has worked in the trust and estate services industry for over thirty years, primarily handling trust new business opportunities. Before joining Morgan Stanley, Mary Beth spent ten years as a senior vice president and regional trust specialist with Citigroup Trust in NYC.
Mary Beth received a Bachelor of Science from Seton Hall University, South Orange, New Jersey and is Series 7 and 63 licensed. She resides with her husband and family in Blauvelt, New York.
Mary Beth has worked in the trust and estate services industry for over thirty years, primarily handling trust new business opportunities. Before joining Morgan Stanley, Mary Beth spent ten years as a senior vice president and regional trust specialist with Citigroup Trust in NYC.
Mary Beth received a Bachelor of Science from Seton Hall University, South Orange, New Jersey and is Series 7 and 63 licensed. She resides with her husband and family in Blauvelt, New York.
Location
399 Park Ave 12th
Fl
New York, NY 10022
US
Direct:
(212) 315-6372(212) 315-6372
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
Colin Brady, CFP®
Financial Planning Director, Vice President
About Ronia Dolabany
Ronia Dolabany is an Associate Private Banker serving Morgan Stanley Wealth Management offices in New York.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Ronia joined Morgan Stanley in 2021 as a Wealth Management Branch Analyst serving Morgan Stanley’s Wealth Management offices in the Philadelphia Complex.
Ronia is a graduate of the Hofstra University, where she received a Bachelor of Business Administration with a concentration in International Business and a minor in Finance, as well as a Bachelor of Science in Economics with a concentration in Global Business from Dongbei University of Finance and Economics.
She lives in New York City, New York. Outside of the office, Ronia volunteers with Bridges to Community, Glasswing International, and Frutos Del Cielo, all non-profit organizations focused on improving health, education, housing, and economic development for communities globally. In her free time, she enjoys traveling, spending time with family, cooking and trying new restaurants. Ronia also enjoys playing tennis, and was the Captain of Hofstra University’s Division 1 Women’s Tennis Team.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Ronia joined Morgan Stanley in 2021 as a Wealth Management Branch Analyst serving Morgan Stanley’s Wealth Management offices in the Philadelphia Complex.
Ronia is a graduate of the Hofstra University, where she received a Bachelor of Business Administration with a concentration in International Business and a minor in Finance, as well as a Bachelor of Science in Economics with a concentration in Global Business from Dongbei University of Finance and Economics.
She lives in New York City, New York. Outside of the office, Ronia volunteers with Bridges to Community, Glasswing International, and Frutos Del Cielo, all non-profit organizations focused on improving health, education, housing, and economic development for communities globally. In her free time, she enjoys traveling, spending time with family, cooking and trying new restaurants. Ronia also enjoys playing tennis, and was the Captain of Hofstra University’s Division 1 Women’s Tennis Team.
NMLS#: NMLS# 2437365
About Colin Brady
Colin Brady is a first vice president and financial planning director serving Morgan Stanley Wealth Management office at 399 Park Ave in New York City. He is responsible for helping financial advisors with their clients' and prospects' financial planning needs.
Colin began his career in financial services in 2011 and joined Morgan Stanley in 2022. Prior to his current position, he spent five years working as a wealth management advisor with TIAA. During that time, he advised clients with various financial planning needs such as retirement, asset management, income generation, estate & legacy planning, and charitable giving.
Colin graduated from Pace University and holds his CERTIFIED FIANCIAL PLANNER™ designation. Colin lives in Stewart Manor, New York, with his wife, Lauren, and children, Liam and Cassidy. Outside of work, Colin enjoys spending time with his family, cooking and golfing.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Colin began his career in financial services in 2011 and joined Morgan Stanley in 2022. Prior to his current position, he spent five years working as a wealth management advisor with TIAA. During that time, he advised clients with various financial planning needs such as retirement, asset management, income generation, estate & legacy planning, and charitable giving.
Colin graduated from Pace University and holds his CERTIFIED FIANCIAL PLANNER™ designation. Colin lives in Stewart Manor, New York, with his wife, Lauren, and children, Liam and Cassidy. Outside of work, Colin enjoys spending time with his family, cooking and golfing.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
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.
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.
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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.
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
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)
