Mark N Withers
Executive Director, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(214) 696-7023(214) 696-7023
Toll-Free:
(800) 421-7248(800) 421-7248
My Mission Statement
Striving to allow my clients to live their lives with peace and dignity.
My Story and Services
"As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
Securities Agent: NV, MA, CO, CA, VA, PA, OK, MT, ME, CT, WA, TN, SC, FL, AL, WI, OH, NY, NC, UT, RI, NM, MS, MO, KS, DE, TX, NJ, NE, IL, AK, MI, MD, LA, AZ, ID, HI, GA, NH, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1274560
CA Insurance License #: 0B52599
NMLS#: 1274560
CA Insurance License #: 0B52599
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Monthly Updates
Review my monthly newsletter to see what the main talking points of each month were!
January Newsletter
To kick of the year we took a dive into the Macroeconomic Outlook for 2024 and Six Smart Ways to Start off 2024. Also learn more about how to Reduce Your Tax Liability and the Future US Tax Policy.
Click Here to ReadDecember Newsletter
In December our top talking points were How AI Could Reshape Work and How to Avoid Social Engineering Scams. We also have a great article on the Basics of Cloud Computing and Data Security.
Click Here to ReadNovember Newsletter
We hear about Tax Loss Harvesting but what does it really mean? Learn more about that along with How Bonds Can Help Cities Manage Extreme Weather and How China Can Avoid an Economic Spiral.
Click Here to ReadOctober Newsletter
We covered a lot in October! Some of these topics include How Tech Companies are Getting Involved with Sports Broadcasting and How Obesity Drugs Could Take a Bite Out of the Food Industry. Some of the other topics included the Importance of Data Backups, How to Defend Yourself from Ransomware, and What to Avoid in a Market Downturn.
Click Here to ReadSeptember Newsletter
This month we got access to a great Video Series on Estate Planning. We also had great articles on how AI Could Reshape Healthcare, How the Soft Landing is Looking More Comfortable, and the Opportunities to Invest in Obesity Treatment.
Click Here to ReadAugust Newsletter
In the Dog Days of Summer we looked into The Potential of Mexico in the Coming Years Due to The Nearshoring Wave. We also got a Recap of the July Markets and a Corporate Bond Outlook for the Remainder of 2023.
Click Here to ReadClient Service Team
Brian Lane - Senior Register Client Service Associate
Phone:
(214) 696-7162(214) 696-7162
Email:Brian.Lane@morganstanley.com
Location
8383 Preston Center Plz
Ste 400
Dallas, TX 75225
US
Direct:
(214) 696-7023(214) 696-7023
Toll-Free:
(800) 421-7248(800) 421-7248
Fax:
(626) 397-4039(626) 397-4039
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Mark N Withers today.
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
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)
