Marc Meran

I take the time to fully understand you and your family. Whether you’re planning for retirement, purchasing a home, or living out your golden years – I consider all of your challenges, goals, and aspirations when building your financial picture.

Using your life goals as our compass, I create a risk-balanced strategy which maps a clear path to achieving your success.

I apply extensive research and analysis, and also utilize Morgan Stanley’s full suite of resources, to help ensure swift decisive action in all market scenarios.

I check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. My ultimate mission is your success and well-being.

Your goals, assets, liabilities and other important information are gathered and analyzed. I then use our perspective and experience with other unique clients like you to make recommendations on spending, giving and living.

I can help you by sharing our experience in helping other business owners just like you. I have ideas and strategies to help you grow or sell your business.

I strive to provide the right portfolio that not only helps you meet your goals, but does so in a way that is consistent with your values. I utilize discretionary investment management to run models tailored to you.







Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

This is paramount and ensuring a successful retirement. I bring intense focus on this process. You have worked hard to get where you are at. Now it is up to us to help you live the retirement you have always dreamed of.

I have the ability to offer you or your business a wide variety of cash management and lending solutions.





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

It's not uncommon to change employers several times during the course of a career. Given the many challenges you may encounter when changing jobs, it is easy to forget about the options available to you with respect to your employer’s retirement plan (e.g., 401(k) plan). I can help you review your options and look at some of the factors you should consider when choosing an option that is right for you.





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 has extensive experience in the alternative investments industry through a strong commitment managing alternative investment strategies across an established global network.



https://www.morganstanley.com/what-we-do/wealth-management/alternative-investments/



Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

Insurance strategies customized to your individual situation and goals. I take a deep dive into your specific needs and make recommendations relevant to your situation.





Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

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