Bill T. Wilson, CFP®
Financial Advisor
Phone:
(361) 729-2201(361) 729-2201
Michael Farah, CIMA®, CMFC®
Executive Director,
Branch Manager,
Financial Advisor,
Portfolio Management Director,
Senior Investment Management Consultant,
Certified Investment Management Analyst,
Chartered Mutual Fund Counselor,
Insurance Planning Director
Direct:
(361) 729-2201(361) 729-2201
Toll-Free:
(800) 359-5122(800) 359-5122
My Mission Statement
Striving to transform our clients’ potential into reality and coming through time after time, year after year for the clients who place their trust in us.
The Rockport Group Story and Services
We believe commitment is what transforms a promise into reality. It is the words which speak boldly of your intentions, and the actions which speak louder than the words. It is making time when there is none. Coming through time after time after time ; Year after year after year.
Commitment is the stuff character is made of. The power to change the face of things. It is the daily triumph of integrity over skepticism. It is the driving force behind what The Rockport Group does for not only our clients, but the community in which we live.
The Rockport Group is a team of financial professionals who are committed to helping clients fulfill their unique missions and visions for themselves and their families. Specifically, we provide clients throughout Texas and the US with guidance that includes their investments but goes far beyond to encompass virtually every aspect of their financial lives. Our approach is collaborative, family-oriented and deeply personal. We base our advice on far more than prevailing markets and economic conditions, customizing strategies to meet your unique circumstances and values, as well as your objectives and timeframe for reaching them.
We subscribe to the notion that life is a journey between who you are today and who you are capable of becoming tomorrow. Helping to maximize that capability is what fuels our passion.
Commitment is the stuff character is made of. The power to change the face of things. It is the daily triumph of integrity over skepticism. It is the driving force behind what The Rockport Group does for not only our clients, but the community in which we live.
The Rockport Group is a team of financial professionals who are committed to helping clients fulfill their unique missions and visions for themselves and their families. Specifically, we provide clients throughout Texas and the US with guidance that includes their investments but goes far beyond to encompass virtually every aspect of their financial lives. Our approach is collaborative, family-oriented and deeply personal. We base our advice on far more than prevailing markets and economic conditions, customizing strategies to meet your unique circumstances and values, as well as your objectives and timeframe for reaching them.
We subscribe to the notion that life is a journey between who you are today and who you are capable of becoming tomorrow. Helping to maximize that capability is what fuels our passion.
Securities Agent: CA, AZ, AR, AL, AK, OH, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278894
NMLS#: 1278894
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WORKING WITH US
The Rockport Group at Morgan Stanley's team members span five generations of living and working in Rockport and South Texas. As a result, we often find that we know many of our clients before they actually become our clients. Some are friends of friends. Others are family members of existing clients.
All are treated as if they were family too.
All are treated as if they were family too.
A Holistic Approach to Your Finances
At The Rockport Group, we realize that clients have financial needs that go far beyond their investment portfolios. That’s why we take a holistic view of your overall finances that encompasses the following process:
1. Discovery
It is our belief that people who achieve significance do so by fulfilling a fundamental mission that drives them throughout their life. Our initial conversations help us get to know what that mission is for you.
2. Analysis
We take a total inventory of your finances, including assets, liabilities, trusts and insurance. We attempt to quantify your goals and determine where you are financially in relation to where you want to be someday.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
3. Formulation
We develop an investment plan that considers your unique objectives, timeframe and feelings about risk. We also collaborate with Morgan Stanley specialists to develop strategies for other dimensions of your financial life.
4. Implementation
We put your plan into action through our own customized investment strategies that we manage on a discretionary basis. That means we assume responsibility for day-to-day investment decisions you would rather not make on your own. You can also expect us to address issues beyond your portfolio that may involve estate planning strategies, insurance, philanthropy and other disciplines.
5. Review
We are committed to keeping you informed about whether you’re progressing as anticipated. You can be certain we will monitor your strategies on an ongoing basis and make adjustments, when necessary, to reflect changes in your life and prevailing market conditions.
Named to the 2024 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2024) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/22-3/31/23.
Click here to viewDIGITAL TOOLS
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
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eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
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Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started TodayFirm Resources
Morgan Stanley provides clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
2025 Federal Tax Tables
This document outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View 2025 Tax Tables
Total Tax 365
Tax management that is integrated into your investment process 365 days a year is an essential part of growing your wealth. That’s why we offer access to a broad range of tax solutions to help you maximize your after-tax wealth.
Click here to learn more
CARES Act
Coronavirus Aid, Relief, and Economic Security Act (CARES Act): Key Provisions for Individuals and Businesses.
Read Provisions of the Act
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check Out The Latest Episode
Investment Research
Through timely, in-depth analysis of companies, industries, markets, and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Latest Research from the Firm
Global Investment Committee Weekly Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read GIC Weekly Report
Morgan Stanley Ideas Podcast
From the use of satellite data technology to solve some of the world's most complex problems, to learning how not to follow the crowd when making decisions, The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
Latest Episode
What Should I Do With My Money? Podcast
On this podcast, we match real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track?
Latest Episode
Morgan Stanley Charitable Giving
Morgan Stanley charitable giving allows for a smart way to give to causes you care about. It is a simple, thoughtful, and tax-advantageous way to support your favorite charities. Contributions are professionally managed and invested, allowing for potential growth of assets. In our Investing with Impact Pools, assets have the potential to grow tax-free, and generate positive environmental and social impact.
Click here to learn more
The Basics of Estate Planning
Explore the basics of estate planning, outlining the set of documents suggested for your clients to make their intentions clear.
· Power of attorney
· Healthcare directive
· Last will and testament
· Revocable trusts
Click to view· Power of attorney
· Healthcare directive
· Last will and testament
· Revocable trusts
Estate & Gift Taxes
Learn more about the parameters around estate and gift taxes with guidance on the tax-efficient ways clients can give.
· The Federal Estate and Gift Tax
· Non-taxable transfers
Click to view· The Federal Estate and Gift Tax
· Non-taxable transfers
US Equities Mid-Year Outlook: Focus on Rate of Change
Mid-Year Outlook from Mike Wilson, Equity Strategist.
Read HereOUR COMMUNITY INVOLVEMENT
We are driven by our mission to help clients fulfill their own personal financial vision. At the same time, we have a vision of who we want to be and what we hope to accomplish for our clients and our community. Our involvement in the following organizations and initiatives is reflective of our commitment:
2025 Newsletter
Read HereRockport Rotary Club
Rockport Art Association
Driscoll Children’s Hospital
Laguna Little League
Odyssey Afterschool Enrichment Program
Young Life of Rockport
100 Club of Aransas County
Association of Professional Investment Consultants
The Rockport-Fulton Chamber of Commerce
The Boy Scouts of America: South Texas Scouting
The Aransas County ISD Education Foundation
Agape Ranch
The Margaret Sue Rust Foundation
Texas A&M Corpus Christi Alumni Association
Del Mar College - Corpus Christi
Habitat for Humanity
Location
2902 Traylor Blvd
Suite 100
Rockport, TX 78382
US
Direct:
(361) 729-2201(361) 729-2201
Toll-Free:
(800) 359-5122(800) 359-5122
Meet My Team
Pat C. Johnson
Senior Registered Associate
Phone:
(361) 729-2201(361) 729-2201
Evelyn R. Guidry
Client Service Associate
Phone:
(361) 729-2201(361) 729-2201
About Bill T. Wilson, CFP®
Bill Wilson, CFP® brings more than 15 years of financial industry experience to the Rockport Group, having joined the team in 2018. Bill’s focus is providing holistic financial planning to business owners and farming & ranching families.
A Coastal Bend native, Bill received his MBA from Texas A&M-Corpus Christi after earning a BS in Agricultural Economics from Texas A&M-College Station. He began his financial services career as a credit analyst with a well-known South Texas regional bank. Several years later, he fulfilled his desire to work face-to-face with clients by joining the private banking division of American Bank in Corpus Christi. There, he advised physicians and other professionals with specialized lending needs, as well as high net worth individuals and their families. Bill is a Certified Financial Planner™ professional.
A proud graduate of Leadership Corpus Christi, Class XLI, Bill was named a member of Corpus Christi 40 under 40 in 2015 and he was admitted to the prestigious Pacesetter's Club at Morgan Stanley in 2021. Like his Rockport Group colleagues, he believes in giving back to his community. An Eagle Scout, he currently serves on the Executive Committee of the South Texas Council for the Boy Scouts of America. In addition, he volunteers for Driscoll Children’s Hospital where he helps plan Fiesta de los Ninos, an annual fundraising event.
Bill is an avid camper who loves hunting and fishing, but most of all, he loves spending time with his wife Bailey and their three young children, Grace, James and Elizabeth.
A Coastal Bend native, Bill received his MBA from Texas A&M-Corpus Christi after earning a BS in Agricultural Economics from Texas A&M-College Station. He began his financial services career as a credit analyst with a well-known South Texas regional bank. Several years later, he fulfilled his desire to work face-to-face with clients by joining the private banking division of American Bank in Corpus Christi. There, he advised physicians and other professionals with specialized lending needs, as well as high net worth individuals and their families. Bill is a Certified Financial Planner™ professional.
A proud graduate of Leadership Corpus Christi, Class XLI, Bill was named a member of Corpus Christi 40 under 40 in 2015 and he was admitted to the prestigious Pacesetter's Club at Morgan Stanley in 2021. Like his Rockport Group colleagues, he believes in giving back to his community. An Eagle Scout, he currently serves on the Executive Committee of the South Texas Council for the Boy Scouts of America. In addition, he volunteers for Driscoll Children’s Hospital where he helps plan Fiesta de los Ninos, an annual fundraising event.
Bill is an avid camper who loves hunting and fishing, but most of all, he loves spending time with his wife Bailey and their three young children, Grace, James and Elizabeth.
Securities Agent: AZ, MT, VA, PA, OK, MD, SD, CA, AL, OR, MN, LA, HI, FL, NC, MO, MI, WA, CO, NY, NM, MS, WY, TX, KS, GA, SC, NV; General Securities Representative; Investment Advisor Representative
About Pat C. Johnson
Pat had just moved to Rockport with her husband in 1995 when she happened to see a construction crew mounting a Dean Witter sign on a strip center office. Already an experienced senior registered associate with Robinson Humphrey, Pat took the initiative and introduced herself to John Jackson. The rest is fortuitous history.
Pat is the first person clients talk to when calling The Rockport Group. She helps them open accounts, transfer assets, arrange for distributions and gain access to Morgan Stanley’s online client capabilities. In short, Pat does whatever is necessary to help clients simplify their financial lives. In addition, she serves as the team’s direct interface with Morgan Stanley’s local, regional and national client service, operations, training, compliance and administrative departments.
Like her Rockport Group colleagues, Pat is active in her community, supporting the Rockport Art Association and Rockport-Fulton Chamber of Commerce, among other worthy organizations. She and her husband Van have a grown son, Michael and look forward to spending time with him and the numerous friends that they have made since moving here from Charleston, SC almost 25 years ago.
Pat is the first person clients talk to when calling The Rockport Group. She helps them open accounts, transfer assets, arrange for distributions and gain access to Morgan Stanley’s online client capabilities. In short, Pat does whatever is necessary to help clients simplify their financial lives. In addition, she serves as the team’s direct interface with Morgan Stanley’s local, regional and national client service, operations, training, compliance and administrative departments.
Like her Rockport Group colleagues, Pat is active in her community, supporting the Rockport Art Association and Rockport-Fulton Chamber of Commerce, among other worthy organizations. She and her husband Van have a grown son, Michael and look forward to spending time with him and the numerous friends that they have made since moving here from Charleston, SC almost 25 years ago.
About Evelyn R. Guidry
Evelyn Guidry is a Client Service Associate with The Rockport Group at Morgan Stanley. She brings a wealth of knowledge and experience to her role, having previously spent three years working for the Rockport-Fulton Chamber of Commerce where she held various leadership roles, starting as the Director of Membership Services, progressing to Director of Finance and Operations, and ultimately being promoted to Vice President of Operations in 2022. Evelyn is a seasoned professional with a proven track record of success in client service and operations management.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Michael Farah today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
4When 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.
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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
4When 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.
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.
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)
