Mehul Dhadankar
Private Banker
Maria Braham, CFP®, CRPC®, CEPA®, CMFC®
Vice President, Wealth Management,
Financial Advisor
Direct:
(312) 827-6642(312) 827-6642
Toll-Free:
(800) 488-4280(800) 488-4280
My Mission Statement
Excellence in helping clients like you with your personalized investment and financial strategies
My Story and Services
Maria has been a trusted wealth advisor at Morgan Stanley since 2001, bringing over two decades of experience to her role. In 2023, she joined the Silich Group, broadening the suite of services she offers to her clients. As of May 2025, Maria and her team manage approximately $2 billion in assets. She focuses on addressing the complex financial planning needs of high-net-worth individuals and families, guiding them through the intricacies of wealth management. As a Certified Financial Planner (CFP®), Maria is deeply committed to understanding the personal goals and financial dynamics of her clients. Her approach leverages Morgan Stanley’s global resources to deliver full-service, personalized strategies that foster long-lasting relationships grounded in trust and exceptional service.
Maria holds several advanced professional designations, including the Certified Divorce Financial Analyst (CDFA®), Chartered Retirement Planning Counselor (CRPC®), and Certified Exit Planning Advisor (CEPA®). These credentials reflect her dedication to excellence and her ability to help clients navigate life’s financial transitions, whether planning for retirement, managing divorce, or preparing for a business succession.
She earned her Certificate in Financial Planning from DePaul University and holds a Bachelor of Science in Finance from Eastern Illinois University.
Beyond her professional achievements, Maria is passionate about giving back to her community. She is a founding board member of The Stork Foundation for Infertility, which provides financial grants to couples in need of fertility treatment. She also serves on the Chairmen’s Advisory Council of Big Shoulders Fund (CAC), supporting Catholic education for underserved students. Maria co-chaired the Big Shoulders Fund Gala in 2024, the CACs largest fundraiser, leading the event to exceed its fundraising goal in support of Catholic education.
She is an active member of several organizations, including the Chicago Bar Association, Women’s Bar Association of Illinois, Chicago Estate Planning Council, Financial Women’s Association, and the Professional Women’s Club of Chicago. She also serves as a financial planning coach for the Foundation for Financial Planning, where she advises veterans and their families. Her dedication to her clients and community continues to inspire her to elevate the standard of wealth management and financial advisory services.
She currently lives in Chicago with her husband and two sons. In her spare time, she enjoys traveling with her family, skiing, and playing sports with her active boys.
Maria holds several advanced professional designations, including the Certified Divorce Financial Analyst (CDFA®), Chartered Retirement Planning Counselor (CRPC®), and Certified Exit Planning Advisor (CEPA®). These credentials reflect her dedication to excellence and her ability to help clients navigate life’s financial transitions, whether planning for retirement, managing divorce, or preparing for a business succession.
She earned her Certificate in Financial Planning from DePaul University and holds a Bachelor of Science in Finance from Eastern Illinois University.
Beyond her professional achievements, Maria is passionate about giving back to her community. She is a founding board member of The Stork Foundation for Infertility, which provides financial grants to couples in need of fertility treatment. She also serves on the Chairmen’s Advisory Council of Big Shoulders Fund (CAC), supporting Catholic education for underserved students. Maria co-chaired the Big Shoulders Fund Gala in 2024, the CACs largest fundraiser, leading the event to exceed its fundraising goal in support of Catholic education.
She is an active member of several organizations, including the Chicago Bar Association, Women’s Bar Association of Illinois, Chicago Estate Planning Council, Financial Women’s Association, and the Professional Women’s Club of Chicago. She also serves as a financial planning coach for the Foundation for Financial Planning, where she advises veterans and their families. Her dedication to her clients and community continues to inspire her to elevate the standard of wealth management and financial advisory services.
She currently lives in Chicago with her husband and two sons. In her spare time, she enjoys traveling with her family, skiing, and playing sports with her active boys.
Securities Agent: LA, ME, MI, MN, MO, MT, ND, NM, NV, OH, OK, PA, RI, TN, UT, WA, WV, WY, CA, CO, DC, FL, IL, MD, NC, NJ, NY, OR, SC, TX, VA, WI, MA, AK, AL, AR, AZ, CT, GA, HI, IA, ID, IN, KS, KY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1753764
NMLS#: 1753764
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Divorce Planning
Divorce can be one of the most emotionally and financially challenging transitions in life. During this time, having a clear financial strategy is essential to protect your interests and help you make informed decisions that will impact your future. My Divorce Financial Planning services are designed to provide clarity and confidence through every stage of the process. Whether you're just beginning to consider divorce, in the midst of the proceedings, or adjusting to life afterward, we work closely with you and your legal team to help you understand the short and long-term financial implications of your choices.
Taking Control of Your Finances After Divorce or Death of a Spouse
Divorce or the death of a spouse can turn the best laid financial plans upside down. An income stream dries up; assets may be divided; in short, where life had a feeling of certainty, you may now be standing on shifting ground.
Read "Financial Planning After Loss of a SpouseMoney and Divorce
Divorce can be a lengthy process fraught with both financial and emotional strain as you make important decisions with significant long-term consequences under stressful conditions. But having the right advisors can help you make it through the process and avoid these six common mistakes:
Read "Divorce Financial Planning: Your Guide"Planning For a New Beginning
Dealing with the impact of divorce on your financial life can make an emotionally difficult time even more challenging. Although divorce is seldom easy, you can prepare for it- and being prepared will help you feel more in control and better equipped to make informed, confident decisions about your financial future.
Read "Divorce: Planning for a New Beginning"Life After Divorce
Divorce is almost never easy. The more you know and the better you understand your options, the more prepared you will be to make sound decisions. This will help you take control of your financial life and prepare the way for greater confidence and flexibility in the future.
Read "Life After Divorce: Planning Your New Future"A Customized Wealth Management Approach
Together with The Silich Group at Morgan Stanley we understand that your family's dynamics, goals and risk tolerance are unique. We work with a select group of investors in helping them meet and potentially exceed their unique personal and financial goals through a tailored investment process. Whether your financial objective is to grow your wealth, preserve it or pass it on to others, you can count on us to help you implement a strategy that is: Personal, Flexible, and Comprehensive.
Discovery Process
While every client situation is unique, we begin by learning about you, your family and your financial complexities. What we learn helps us to formulate specific strategies and, of equal importance, it helps us customize the entire relationship to your preferences and requirements.
Formulation of Tax, Trust and Estate Strategy with Appropriate Advisors
After reviewing your balance sheet and existing estate plan, we help analyze your income and estate tax circumstances to identify planning techniques that may be effectively tailored to your personal and financial objectives. We will work with your tax and legal advisors in this effort.
Creation of Strategic Asset Allocation
Managing significant wealth often involves developing a customized asset allocation mix that reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans. This asset allocation becomes the basis for a long-term strategy formalized in your investment policy.
*1. Asset allocation does not ensure a profit or protect against a loss in declining financial markets
*1. Asset allocation does not ensure a profit or protect against a loss in declining financial markets
Integration of Tactical Asset Allocation
These short-term adjustments in asset allocations (1) seek to take advantage of opportunities created by temporary market distortions. Before adjustments are made, we can analyze the impact of any taxes or trading costs on potential returns.
*1. Asset allocation does not ensure a profit or protect against a loss in declining financial markets
*1. Asset allocation does not ensure a profit or protect against a loss in declining financial markets
Implementation of a Custom Wealth Strategy
After comprehensive due diligence and extensive analysis of expected results across a range of market scenarios, investment strategies from our global investment platform can be leveraged to create your portfolio. This process can help to create the most efficient balance of risk and return for your specific strategy.
Ongoing Assessment of Your Portfolio and Wealth Management Needs
Coordinating with you and your other advisors, we can conduct ongoing reviews and comprehensive reporting to help ensure that your strategy adapts to changing financial and family needs.
Comprehensive Financial Planning
Regardless of what phase of life you're in, using a suite of tools that includes goal-specific analysis, I can work with you and your family to create a realistic, holistic financial strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
2023 Tax Tables
The 2023 Tax Tables outlines this year's tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Retirement
Leading up to and through retirement, I can help you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve your financial goals.
Manage Debt
Within my holistic financial planning process, I will evaluate all debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Insurance
We will evaluate your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Estate Planning Strategies
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. We regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost-effective way possible.
Investment Management
I can effectively manage your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation and needs.
Client Service Team
Rachel Strauss - Wealth Management Associate
Phone:
(312) 443-6075(312) 443-6075
Email:Rachel.Strauss@morganstanley.com
Location
233 S Wacker Dr
Ste 8600
Chicago, IL 60606
US
Direct:
(312) 827-6642(312) 827-6642
Toll-Free:
(800) 488-4280(800) 488-4280
Fax:
(312) 984-4695(312) 984-4695
233 South Wacker Drive
Suite 8600
Chicago, IL 60606
US
Direct:
(312) 827-6642(312) 827-6642
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
About Mehul Dhadankar
Mehul Dhadankar is a Private Banker serving Morgan Stanley Wealth Management offices in Illinois.
Private Bankers partner with 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.
Mehul began his career in financial services in 1998 and joined Morgan Stanley in 2017. Prior to joining the firm, he served as a Business Development Manager for Bank of America Merrill Lynch in the Merrill Lynch Edge product team. Mehul also served as a Resident Manager, Senior Banker, and Premier Client Manager at Bank of America.
Mehul is a graduate of the DePaul University, where he received a Bachelor of Science in Finance. He lives in Chicago, Illinois with his family. Outside of the office, Mehul enjoys playing golf, traveling, and spending time family and friends.
Private Bankers partner with 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.
Mehul began his career in financial services in 1998 and joined Morgan Stanley in 2017. Prior to joining the firm, he served as a Business Development Manager for Bank of America Merrill Lynch in the Merrill Lynch Edge product team. Mehul also served as a Resident Manager, Senior Banker, and Premier Client Manager at Bank of America.
Mehul is a graduate of the DePaul University, where he received a Bachelor of Science in Finance. He lives in Chicago, Illinois with his family. Outside of the office, Mehul enjoys playing golf, traveling, and spending time family and friends.
NMLS#: 652577
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
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
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Maria Braham 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 offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan 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.
6When 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.
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 offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan 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.
6When 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.
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)
