Mike Husseini
My Mission Statement
Welcome
Mike’s approach involves working with his clients to truly understand their Financial Goals and guide them through their journey by focusing on what is important to them. Mike’s experience in utilizing Financial Planning tools is paramount to the success of each relationship and serves as a guide down the path of building long-term wealth. As a highly diversified individual – Mike’s passion to understand and embrace different cultures has helped him to develop the principles and knowledge that guide him in helping each client with their financial needs. Mike is not only a trusted advisor, but also highly ethical – he invokes confidence and trust with a proactive approach and a clear strategy.
With Morgan Stanley’s capabilities, Mike can help his clients with any of their financial needs. With access to Morgan Stanley’s thought leadership and Market Outlooks, combined with guidance from other resources within Morgan Stanley – Mike is equipped to help his clients achieve what is important to them, while focusing on their Financial Planning needs.
Outside of the office, Mike can be found spending time with his family. He has three sons and enjoys many outdoor hobbies including fishing and boating.
NMLS#: 2556382
Working with You to Create a Comprehensive Plan
No matter what stage your life is in, whether you are preparing for retirement, enjoying retirement, or somewhere in between – a comprehensive plan can help you achieve your financial goals.
Financial Planning is an integral part of Mike's practice – he believes beginning with an established plan is the best step forward in the path to reach your long-term goals. As circumstances in your life change – your financial goals will often change as well. Our planning process is dynamic, allowing for flexibility to adapt to changes in your life as they happen.
Utilizing the extensive planning tools that Morgan Stanley has to offer, we can help develop a more focused financial future that incorporates all aspects of your life – not only your investments.
While every client's 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.
Managing wealth involves developing a customized asset allocation mix that reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans. This allocation becomes the basis for a long-term strategy formalized in your LifeView financial plan.
These short-term adjustments in asset allocations seek to take advantage of opportunities created by temporary market distortions or reduce risk during periods of market stress. Before adjustments are made, we utilize proprietary risk analysis tools to determine the impact to overall portfolio risk as well as any tax consequences.
Coordinating with you and any other advisors such as your CPA or estate attorney, we conduct regular ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Planning for Future Generations
Considering the impact of wealth on future generations is an important step in any financial plan. Utilizing his experience in Trust and Estate planning, and the depth of resources at Morgan Stanley, Mike ensures that this is an important consideration in the discussion of growing and preserving your wealth.
Finding a Solution Unique to Your Needs
At Morgan Stanley, we have a vast array of solutions available to our clients – but we ensure our approach is tailored to each client's specific needs. We partner with you to deliver personalized solutions that are in line with your financial goals.
A variety of planning-related tools—including our award-winning Goals Planning System (GPS) and LifeView—which enable us to provide a single, comprehensive snapshot of your finances and adapt a wealth plan to your ever-changing life demands and modify goals as needed.
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 and help keep more of what you earn.
529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
As a leader in the distribution of insurance and annuities, our offerings include disability, long-term care and property and casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
Investor Resources and Readings
Staying updated with relevant information is paramount. A collection of resources and readings, as well as a suite of Morgan Stanley digital tools can be found below.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely, market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
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.
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.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
2Morgan 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.
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.
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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
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