Markie Barnett

We take the time to listen to you and your family. We consider all of your challenges, goals, and aspirations when building your financial picture in order to best understand you and all the ways we can enhance your financial future.

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

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

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

With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.

Estate Planning is a strategy designed to protect, manage, and distribute your assets during and after your lifetime, while helping to minimize taxation. It will help you protect your legacy and those you care about most. As your advisors, we will work closely with you to explore factors that are relevant to existing and/or future estate structures and strategies.

The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.

At Morgan Stanley, we offer a customized suite of industry-leading products, featuring Life, Long-Term Care (LTC), and Disability Income (DI) Insurance. Products are desgined to mitigate and manage clients' risk and provide a potent wealth planning tool for an uncertain future.

High Net Worth Lending can help provide the necessary funding and flexibility as you manage the diversification and expansion of your wealth. Our Lending team can suggest customized borrowing options designed to help meet your distinct needs. These needs could include:

• Obtaining a Tailored Lening Facility
• Liquidity Access Line, and/or Margain Credit Facility for the purpose of investing in a business
• Acquiring Real Estate
• Addressing potential Tax Obligations or
• Simply having a source of Additional General Funding.

Planning for retirement has never been easy, but in recent years, it's become increasingly difficult. My team and I are here to help you create a well-rounded planning approach for retirement. We will help identify your personal goals, track your progress towards acheiving them and work together to create a customized plan.

Goals Planning System (GPS) is Morgan stanley's own integreated planning tool. Built on the firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to acheiving their financial goals.

With a clear goal in mind, investors can create a realistic plan to achieve their objectives within a certain time frame.

Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.

Discovery is the first and one of the most important steps in the Financial Planning Process setting the stage for everything else. The goal of the conversation is to start an ongoing dialogue opening lifelong lines of communication, develop trust, as well as add context around client or prospect circumstances to enhance the planning experience.

As retirement approaches, you'll want to have a clear understanding of what your financial needs are and if there's room for improvement.

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Deciding when to claim Social Security can have a significant effect on your retirement income. Learn how to help maximize your benefits.

Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.