Michael Kebler
Financial Advisor
Phone:
(231) 932-7244(231) 932-7244
Mark A Lundmark
Executive Director, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director,
Financial Planning Specialist,
Senior Investment Management Consultant,
Alternative Investments Director
Direct:
(231) 932-7225(231) 932-7225
My Mission Statement
Deliver customized comprehensive wealth management solutions that assist our clients in achieving their goals.
My Story
Mark is a seasoned Financial Advisor with a career spanning since 1986, marked by experiences across diverse market cycles and economic events. These experiences aid him in designing customized financial strategies for his clients.
From 1978 to 1984 during the summers, Mark managed the family amusement business in Traverse City and Grand Rapids, Michigan. He holds a Business degree in Accounting with a concentration in Finance from Michigan State University where he graduated in 1984. He gained foundational experience in public accounting focusing on audit and tax before transitioning into financial advisory.
As a former member of Morgan Stanley’s Portfolio Management Institute and the Association of Professional Investment Consultants, Mark gained deep asset management experience and financial advisory operational insight from industry peers. Since 2005, Mark has served on the board of Northwest Michigan Community College Foundation where he is currently an honorary member. Past roles included co-chair of the Advanced Major Gifts committee for the NMC Great Lakes Campus capital campaign. In recognition of his dedication, Mark has been selected as a 2025 recipient of the Northwestern Michigan College (NMC) Fellow Award. His past board service extends to Child and Family Services of Northwest Michigan and the Munson Healthcare public board. Mark is currently involved with the Traverse City Economic Club, the Grand Traverse Area Estate Planning Council and the Chamber of Commerce.
Mark and his wife Karen have been married since 1986 and are proud parents to two grown children, Emily and Max along with two grandchildren, Leo and Hank. Outside of work, Mark enjoys family time, traveling, skiing, hunting, fishing, golf, pickleball and boating.
From 1978 to 1984 during the summers, Mark managed the family amusement business in Traverse City and Grand Rapids, Michigan. He holds a Business degree in Accounting with a concentration in Finance from Michigan State University where he graduated in 1984. He gained foundational experience in public accounting focusing on audit and tax before transitioning into financial advisory.
As a former member of Morgan Stanley’s Portfolio Management Institute and the Association of Professional Investment Consultants, Mark gained deep asset management experience and financial advisory operational insight from industry peers. Since 2005, Mark has served on the board of Northwest Michigan Community College Foundation where he is currently an honorary member. Past roles included co-chair of the Advanced Major Gifts committee for the NMC Great Lakes Campus capital campaign. In recognition of his dedication, Mark has been selected as a 2025 recipient of the Northwestern Michigan College (NMC) Fellow Award. His past board service extends to Child and Family Services of Northwest Michigan and the Munson Healthcare public board. Mark is currently involved with the Traverse City Economic Club, the Grand Traverse Area Estate Planning Council and the Chamber of Commerce.
Mark and his wife Karen have been married since 1986 and are proud parents to two grown children, Emily and Max along with two grandchildren, Leo and Hank. Outside of work, Mark enjoys family time, traveling, skiing, hunting, fishing, golf, pickleball and boating.
Services Include
- Alternative InvestmentsFootnote1
- Business Succession PlanningFootnote2
- Divorce Financial AnalysisFootnote3
- Estate Planning StrategiesFootnote4
- Financial PlanningFootnote5
- Cash Management and Lending ProductsFootnote6
- Life InsuranceFootnote7
- Long-term Care InsuranceFootnote8
- Retirement PlanningFootnote9
- Wealth ManagementFootnote10
Securities Agent: DE, WA, VA, NV, NJ, MI, GA, DC, UT, TX, MO, NC, ID, PA, OR, NH, FL, AZ, SD, MT, HI, SC, OH, NY, IN, TN, RI, NM, CO, WI, MA, IL, CA, AK, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
While all client situations are unique, the Wealth Planning Process consists of the following six basic steps.
1. Introduction
Getting to know you:
Our relationship begins with an initial discussion aimed toward getting to know you, your lifestyle, and your future goals.
Our relationship begins with an initial discussion aimed toward getting to know you, your lifestyle, and your future goals.
4. Analysis & Recommendations
Helping you build an action plan:
- Identify liabilities and risks
- Coordination with outside advisors
- Action plan-growth, preservation, and/or wealth transfer
- Identify liabilities and risks
- Coordination with outside advisors
- Action plan-growth, preservation, and/or wealth transfer
2. Discovery
Identify your values and goals:
- Family
- Risk Tolerance
- Financial Milestones
- Family
- Risk Tolerance
- Financial Milestones
5. Monitoring
Ongoing evaluation and reporting:
- Track progress toward goals
- Set/follow guidelines for liquidity and asset allocation
- Notification when portfolio strays outside guidelines
- Performance reporting
- Online access
- Track progress toward goals
- Set/follow guidelines for liquidity and asset allocation
- Notification when portfolio strays outside guidelines
- Performance reporting
- Online access
3. Financial Plan
Creating a plan for you:
- Financial plan presentations map out essential factors that play into your financial success
- We cover items such as: employer contributions, liquidity events, and insurance coverage
- Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan
- Financial plan presentations map out essential factors that play into your financial success
- We cover items such as: employer contributions, liquidity events, and insurance coverage
- Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan
6. Performance Tracking
Ongoing performance tracking:
- We will be constantly monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly
- We will keep a high degree of communication with you to make sure your concerns and requests are always addressed
- We will be constantly monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly
- We will keep a high degree of communication with you to make sure your concerns and requests are always addressed
Awards & Recognition
2023 - Forbes Best In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Forbes Best-In-State Wealth Management Teams (2024 & 2025)
We're pleased to share that the team was named to the Forbes Best-In-State Wealth Management Teams in 2024 and 2025.
2025 Northwestern Michigan College (NMC) Fellow Award
We are excited to announce that Mark Lundmark has been selected as a 2025 recipient of the Northwestern Michigan College (NMC) Fellow Award!
Investor Resources
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest Report
Wealth Education Series
Educational series on Goal Setting and Budgeting; Credit and Debt Management; and Introduction to Investing that demonstrates basic strategies as a starting point for more customized programs depending on your individual goals.
Learn More
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Latest Report
Education Planning Series: 529s and More
With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.
Learn More
Security Center- How to Protect Yourself Online
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
Learn More
2025 Tax Tables
Each year, the tax bill outlines how significantly taxes can impact your journey toward your financial goals — and highlights the value of integrating tax-efficient strategies into your investment process.
Access the 2025 Tax TablesLocation
300 East Front St
Ste 300
Traverse City, MI 49684
US
Direct:
(231) 932-7225(231) 932-7225
Fax:
(231) 941-5820(231) 941-5820
Meet My Team
Christine R. Tiesworth
Wealth Management Associate
Phone:
(231) 932-7222(231) 932-7222
Kathy M. Hartman
Client Service Associate
Phone:
(231) 932-7215(231) 932-7215
About Michael Kebler
Mike joined Morgan Stanley in 2020 as a Financial Advisor and as a member of the 45th Parallel Group. He began his career as a Certified Public Accountant working as an auditor in Chicago, Illinois. As a CPA, Mike also worked in Transaction Advisory where he performed financial due diligence services for private equity clients on both buy side and sell side transactions.
Mike attended Michigan State University and graduated in 2012 with a Bachelors in Finance and a Masters in Accounting. While a student at MSU, Mike was a member of the Men’s Basketball team as a four-year letter winner under Coach Tom Izzo. During his time with the program, the team won two Big Ten Championships which included two Final Four appearances.
Community involvement is an important aspect of Mike’s life. He is an active member of the Finance Committee for Generations Ahead since 2022 and for The Children’s House Montessori School since 2024. He is a member of the Traverse City Michigan State alumni foundation and donates his time working with Michael’s Place, which is a charity organization aimed at helping young children who have lost parents or siblings.
Mike has been married to his wife Sarah since 2016 and they have two young daughters, Harper and Willow. Outside of work, Mike enjoys spending time with family and friends, enjoying time on the east arm of Grand Traverse Bay near his home, paddle boarding, golfing, traveling, skiing with his daughters and spending the summers on Lake Charlevoix.
Mike attended Michigan State University and graduated in 2012 with a Bachelors in Finance and a Masters in Accounting. While a student at MSU, Mike was a member of the Men’s Basketball team as a four-year letter winner under Coach Tom Izzo. During his time with the program, the team won two Big Ten Championships which included two Final Four appearances.
Community involvement is an important aspect of Mike’s life. He is an active member of the Finance Committee for Generations Ahead since 2022 and for The Children’s House Montessori School since 2024. He is a member of the Traverse City Michigan State alumni foundation and donates his time working with Michael’s Place, which is a charity organization aimed at helping young children who have lost parents or siblings.
Mike has been married to his wife Sarah since 2016 and they have two young daughters, Harper and Willow. Outside of work, Mike enjoys spending time with family and friends, enjoying time on the east arm of Grand Traverse Bay near his home, paddle boarding, golfing, traveling, skiing with his daughters and spending the summers on Lake Charlevoix.
Securities Agent: NV, HI, SD, OR, MT, MO, GA, CO, AZ, NM, DE, VA, PA, NJ, ID, TN, CA, WI, WA, UT, NY, MI, AK, DC, WY, SC, NH, MA, FL, OH, IN, TX, RI, NC, IL; General Securities Representative; Investment Advisor Representative
About Christine R. Tiesworth
University of Missouri-St. Louis: 1992 Bachelor of Science-Business Administration/Accounting.
Christine began her career at Morgan Stanley in 2009 and obtained her Series 7 registration in 2010. She is responsible for client service which includes researching client inquiries and identifying client service solutions. She also assists in the portfolio management process with trade execution and monitors key operational activities that help ensure a seamless client experience.
Christine lives in Interlochen with her husband Mike and their children Brandon, Sam, Corey, Ben and Elli. She enjoys spending time with her family, being creative in the kitchen and walking outside with her dog Chase.
Christine began her career at Morgan Stanley in 2009 and obtained her Series 7 registration in 2010. She is responsible for client service which includes researching client inquiries and identifying client service solutions. She also assists in the portfolio management process with trade execution and monitors key operational activities that help ensure a seamless client experience.
Christine lives in Interlochen with her husband Mike and their children Brandon, Sam, Corey, Ben and Elli. She enjoys spending time with her family, being creative in the kitchen and walking outside with her dog Chase.
About Kathy M. Hartman
University of Michigan: 1987 Bachelor of Arts-Communications.
Kathy has been a part of the team since 2014. Her focus includes client reporting, meeting preparation, marketing and client communication.
She has lived in the Traverse City area since 1991 with her husband Steve. They have a grown son Andrew and spend summers at their cottage in Leland, Michigan. In her spare time she enjoys a variety of outdoor activities, teaching fitness classes and University of Michigan football.
Kathy has been a part of the team since 2014. Her focus includes client reporting, meeting preparation, marketing and client communication.
She has lived in the Traverse City area since 1991 with her husband Steve. They have a grown son Andrew and spend summers at their cottage in Leland, Michigan. In her spare time she enjoys a variety of outdoor activities, teaching fitness classes and University of Michigan football.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Mark A Lundmark today.
1Alternative 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.
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.
3Morgan 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.
4Morgan 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.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Morgan 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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9When 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.
10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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.
3Morgan 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.
4Morgan 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.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Morgan 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
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9When 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.
10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
