Phone:
(480) 922-7828(480) 922-7828
Montgomery Hollahan Group at Morgan Stanley
Direct:
(480) 922-7828(480) 922-7828
Toll-Free:
(866) 614-0274(866) 614-0274
Our Mission Statement
Helping you create, build and preserve wealth, so you are free to enjoy the opportunities it provides.
Our Story
Today’s investment environment can be unpredictable. Wealth management doesn’t have to be.
The Montgomery Hollahan Group helps you create and execute a clear, comprehensive wealth management plan, supported by timely intellectual capital and the vast resources of one of the most respected firms in the world. With over 75 years of combined financial experience, we leverage our knowledge, skills and talents to provide you with objective advice on all your financial matters, so you can focus on what's most important -- your family, your passions and your goals.
We focus on establishing a deep connection with you and your family. In order to serve you best, we invest time in getting to know you on a personal, not just financial, level. By developing a detailed understanding of who you are -- your expectations, interests, values and aspirations -- we can help organize and coordinate all the pieces to your financial life so they work in concert to help you achieve your goals. We also bring a multi-generational focus that incorporates tax efficiency and wealth transfer into your overall wealth management strategy.
As a team, we share the same personal and professional values. When you work with us, you become part of our family, just as we hope to become part of yours. Together, we will navigate challenging markets and celebrate the achievement of personal, professional and financial milestones. Our goal is to earn not only your trust and confidence, but also your loyalty.
We look forward to getting to know you, and exploring how we can bring value to your financial life and your family's future.
The Montgomery Hollahan Group helps you create and execute a clear, comprehensive wealth management plan, supported by timely intellectual capital and the vast resources of one of the most respected firms in the world. With over 75 years of combined financial experience, we leverage our knowledge, skills and talents to provide you with objective advice on all your financial matters, so you can focus on what's most important -- your family, your passions and your goals.
We focus on establishing a deep connection with you and your family. In order to serve you best, we invest time in getting to know you on a personal, not just financial, level. By developing a detailed understanding of who you are -- your expectations, interests, values and aspirations -- we can help organize and coordinate all the pieces to your financial life so they work in concert to help you achieve your goals. We also bring a multi-generational focus that incorporates tax efficiency and wealth transfer into your overall wealth management strategy.
As a team, we share the same personal and professional values. When you work with us, you become part of our family, just as we hope to become part of yours. Together, we will navigate challenging markets and celebrate the achievement of personal, professional and financial milestones. Our goal is to earn not only your trust and confidence, but also your loyalty.
We look forward to getting to know you, and exploring how we can bring value to your financial life and your family's future.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WHO WE WORK WITH
Our clients are primarily successful professionals, business owners, families and institutions: some of whom are at the height of their careers, some of whom are approaching retirement, and all of whom are our first priority. We take great pride in the fact that our clients come to us not only for investment assistance, but guidance on virtually all financial matters. We are often asked to meet with children or grandchildren so they can better understand the responsibilities that come with the wealth they will inherit someday. And when we do not have all the answers, we can draw upon the extensive resources of Morgan Stanley, one of the world’s most respected financial services firms.
Families
Helping families navigate complex financial decisions and develop a plan to achieve their financial goals is something we pride ourselves on. We will provide guidance on topics such as debt management, retirement planning, investment strategies, tax planning, and estate planning strategies. Our team helps families navigate major life events such as marriage, divorce, and the birth or adoption of children. By working with us families can make informed decisions and better position themselves for long-term financial stability and success.
Learn About Our Team's Financial Planning Process
Working Professionals
Financial plan presentations map our essential factors that play into your financial success such as your employee and 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.
Business Owners
We play an important role in helping business owners manage their finances and make strategic decisions. We can provide guidance on topics such as cash flow management, investment strategies, risk management, and tax planning strategies. We can help business owners navigate complex financial regulations and provide advice on financial issues that may arise during the life cycle of the business. By working with us, business owners can make informed decisions and better position their business for long-term success.
Institutions
We provide valuable experience to institutions such as corporations, non-profit organizations, and government agencies. Offering advice on topics such as investment management, risk management, financial reporting, and employee benefits. We will help you navigate complex financial regulations and provide guidance on major financial decisions such as mergers and acquisitions, initial public offerings, and debt offerings.
AFFLUENT & ULTRA HIGH NET WORTH RESOURCES
We are committed to building a lasting relationship with you based on trust and shared values. Knowing that you lead a busy life, our disciplined six-step process helps keep you on track to reach your financial goals. After each meeting, we provide summaries of the meetings and action items so you clearly understand next steps and how they relate to your financial objectives. Also, because we are committed to providing concierge-level service, we are selective in the number of clients with whom we work.
Affluent Individuals and Multi-Generational Families
Private Wealth Management combines the vast resources of a global financial services firm with the individualized services of an investment boutique to address the planning, governance, liability management and investing needs of Ultra High Net Worth families, their businesses and their philanthropic enterprises.
Watch A Video About Our Resources
Introducing OCIO
Outsourced Chief Investment Office (OCIO) facilitates the delegation of fiduciary responsibilities to a third-party investment manager, providing tailored portfolio solutions including Investment expertise, portfolio construction & risk-management, Investment platform access, cost efficiencies and much more.
Learn More About OCIO
Liquidity Access Line
A Liquidity Access Line allows you to use the eligible securities in your investment account(s) as collateral for a line of credit. You can finance real estate purchases, fund tax obligations, cover business expenses or a variety of other financing needs — potentially without liquidating assets.
Watch A Video
Timely Market Updates
Staying on top of the market can be tricky and finding reliable information can be even harder. We have provided a list of relevant and timely articles for people to take advantage of. Please feel free to reach out to discuss anything you have questions on.
Read About Current Market Trends
Ultra High Net Worth Lending Solutions
A comprehensive wealth management strategy often
includes prudent borrowing to complement investments.
Borrowing options for Ultra High Net Worth (“UHNW”)
clients may be available based on your unique needs. It is
important to understand the options available to efficiently leverage different asset classes to your advantage. Ultra-High Net Worth Lending can help provide the necessary funding and flexibility as you manage the diversification and expansion of your wealth. Our UHNW Lending team can suggest customized borrowing options designed to help meet your distinct needs.
includes prudent borrowing to complement investments.
Borrowing options for Ultra High Net Worth (“UHNW”)
clients may be available based on your unique needs. It is
important to understand the options available to efficiently leverage different asset classes to your advantage. Ultra-High Net Worth Lending can help provide the necessary funding and flexibility as you manage the diversification and expansion of your wealth. Our UHNW Lending team can suggest customized borrowing options designed to help meet your distinct needs.
Commercial Real Estate Lending Solutions
One of the benefits of being a Morgan Stanley client is the ability to take advantage of extensive resources and expertise to help you reach your goals. Your Morgan Stanley relationship offers multiple solutions to meet your commercial real estate financing needs.
VALUABLE TOOLS AND 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 that 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.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Watch A Video About MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your external account information, you will benefit from more informed and comprehensive wealth planning and convenient connectivity.
Watch A Video About Total Wealth View
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
Watch A Video About Digital Vault
E-Sign
E-Sign is the easy way to electronically sign documents. E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork. There is no registration process for you to begin using E-Sign - all you need is a valid email address and phone number.
Learn About More Online Tools
Family Office Cybersecurity
Family Offices can be quite vulnerable to cyber threats and the dangers of ransomware are real. Consider these best practices to protect your information and assets in an increasingly complex digital world.
Click Here to Learn More
Cloud Computing
As companies accelerate the move toward cloud computing, cybersecurity challenges have unequivocally intensified. Learn how two key software markets are poised to converge to mitigate new threats.
Click Here to Learn More
Protecting Your Smart Device
Smart devices, we can’t live without them. They know our voices, our search history, and much more. This can present security risks. Here’s how to protect yourself:
Click Here to Learn More
Online Security Center
Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Access the Online Security CenterWhere We Can Help
Most major life events have financial implications. We are here to help you through them and make the right financial decisions for you and your family.
Marriage
Few events are more exciting than when you decide to align your life with the person you love. We help you plan for these milestones and guide these conversations.
Divorce
Divorcing a spouse can be a difficult ordeal, with repercussions that affect your emotional and financial well-being. We can help you can prepare for these difficult situations and help you to feel more in control and better equipped to make informed decisions about your financial future.
Widowhood
Dealing with death is never easy. Aside from coping with the loss of a loved one, legal matters also require immediate attention. That is why we help you plan ahead to ensure that your wishes and your will are followed.
Retirement
Saving for retirement is a lifelong process that relies on defined financial planning strategies. We help guide you through this process each step of the way toward achieving their retirement goals.
Elder Care
Aging can be challenging whether you are looking to develop a plan for yourself, or trying to figure out the best way to support your loved ones. Elder care may be a complicated, emotional process that is why we help keep you develop a clear plan that prioritizes the desires and preferences of the aging individual.
Business
From executive-level employment situations to other business ventures—from startups to established enterprises we can help you navigate the complexities of business ownership and investment and associated activities such as selling, divesting or planning for succession.
Birth
Welcoming a child into the family is a joyous occasion for everyone from parents and grandparents to aunts, uncles, siblings, cousins and other extended family members. Therefore, we help you and other family members plan and prepare for the financial components that a new child may introduce into your lives.
Education
Education is a major investment and expense that often requires years of careful, advanced planning. help you approach a variety of educational expenses, such as tuition, extension programs and advanced professional training, with appropriate funding strategies for each unique situations.
Location
14850 N Scottsdale Rd
Suite 600
Scottsdale, AZ 85254
US
Direct:
(480) 922-7828(480) 922-7828
Toll-Free:
(866) 614-0274(866) 614-0274
Meet Montgomery Hollahan Group
Jeff Hollahan
First Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(480) 922-7867(480) 922-7867
Angela McDonald
Portfolio Associate
Phone:
(480) 922-7864(480) 922-7864
About Tony Montgomery
Anthony (Tony) James Montgomery, Sr. is a Senior Vice President, Portfolio Management Director, Family Wealth Advisor, and Wealth Advisor with the Montgomery Hollahan Group at Morgan Stanley. Tony studied Finance Law, Marketing & Management at Portland State University, where he played both football and golf. For two decades, Tony has been helping highly successful individuals and families develop and execute customized plans of action to achieve their financial goals. He focuses on establishing deep relationships with our clients and identifying solutions to their wealth management needs through our comprehensive process. The cornerstone of our business is CLIENT SERVICE and that includes everything that makes our clients’ lives easier. Everyone on the team has the same focus, and it comes shining through. Ultimately, Tony believes that our clients would describe him as someone of high integrity who always places client needs first and does the right thing.
Following a successful career as a senior executive of a public company, Tony was recruited into the Financial Services business in 2004. Starting at Smith Barney Citigroup, he later joined Morgan Stanley in 2006 where he has been ever since. Tony knew this was the field where he wanted to build a second career when the recruiter stated that "if he partnered with the strongest financial services firm in the country, he would have the resources to be impactful to families!" Previously, he was a Board Member and Executive Vice President of Sales & Marketing at Royal Precision, specializing in the manufacture and sales of performance golf shafts and golf grips. Tony founded Montgomery & Associates, a manufacturer and distributor of custom golf clubs, accessories, and gifts, which ultimately merged with Royal Precision. He also owned successful painting and remodeling, real estate, and floor covering businesses. His experience in business, having P & L (Profit & Loss) responsibility provides him a unique perspective of capital markets. As a father and grandfather, Tony shares the real-life experiences of our clientele. The combination allows him to have empathy and thoughtful decision-making.
Tony grew up in Oregon, and now lives in Scottsdale, Arizona. He lives every day to the fullest. Tony loves his family and friends and does not spend a minute with people who are negative and draining. Life is too short! There is nothing more important to Tony than family! Married since 1986 to his high school sweetheart, Tony and Cathy have two grown children, AJ and Jenna. They are both married and have given them three beautiful grandkids. Tony and his wife love this chapter of their lives and raise their hand anytime the kids need them to do anything.
Outside of work, Tony is passionate about golf, traveling, food and wine, especially Oregon Pinot Noir. He also enjoys family dinners, barbecuing, and life experiences. Over the course of Tony’s adult life, he has always been involved with organizations that benefit people in need. From 1987 to 1998, Tony created and ran a charity golf tournament in Portland, Oregon, benefiting the Oregon Heart Association and Oregon Special Olympics. He was Booster Club President of Notre Dame Preparatory High School and followed that post by being Capital Campaign Co-Chair in 2008-09. Tony is a proud supporter of iSalud!, an organization dedicated to providing healthcare services and outreach to Oregon vineyard workers and their families. His philanthropic focus is on helping young people realize their dreams. Tony’s charity of Choice is Elevate Phoenix where he is currently Chairman of the Development Board and Executive Board Member. Elevate Phoenix is a non-profit that provides 24/7 mentoring and leadership skill education to disadvantaged kids in inner-city Phoenix. He has been involved in this organization since 2016.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Following a successful career as a senior executive of a public company, Tony was recruited into the Financial Services business in 2004. Starting at Smith Barney Citigroup, he later joined Morgan Stanley in 2006 where he has been ever since. Tony knew this was the field where he wanted to build a second career when the recruiter stated that "if he partnered with the strongest financial services firm in the country, he would have the resources to be impactful to families!" Previously, he was a Board Member and Executive Vice President of Sales & Marketing at Royal Precision, specializing in the manufacture and sales of performance golf shafts and golf grips. Tony founded Montgomery & Associates, a manufacturer and distributor of custom golf clubs, accessories, and gifts, which ultimately merged with Royal Precision. He also owned successful painting and remodeling, real estate, and floor covering businesses. His experience in business, having P & L (Profit & Loss) responsibility provides him a unique perspective of capital markets. As a father and grandfather, Tony shares the real-life experiences of our clientele. The combination allows him to have empathy and thoughtful decision-making.
Tony grew up in Oregon, and now lives in Scottsdale, Arizona. He lives every day to the fullest. Tony loves his family and friends and does not spend a minute with people who are negative and draining. Life is too short! There is nothing more important to Tony than family! Married since 1986 to his high school sweetheart, Tony and Cathy have two grown children, AJ and Jenna. They are both married and have given them three beautiful grandkids. Tony and his wife love this chapter of their lives and raise their hand anytime the kids need them to do anything.
Outside of work, Tony is passionate about golf, traveling, food and wine, especially Oregon Pinot Noir. He also enjoys family dinners, barbecuing, and life experiences. Over the course of Tony’s adult life, he has always been involved with organizations that benefit people in need. From 1987 to 1998, Tony created and ran a charity golf tournament in Portland, Oregon, benefiting the Oregon Heart Association and Oregon Special Olympics. He was Booster Club President of Notre Dame Preparatory High School and followed that post by being Capital Campaign Co-Chair in 2008-09. Tony is a proud supporter of iSalud!, an organization dedicated to providing healthcare services and outreach to Oregon vineyard workers and their families. His philanthropic focus is on helping young people realize their dreams. Tony’s charity of Choice is Elevate Phoenix where he is currently Chairman of the Development Board and Executive Board Member. Elevate Phoenix is a non-profit that provides 24/7 mentoring and leadership skill education to disadvantaged kids in inner-city Phoenix. He has been involved in this organization since 2016.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Securities Agent: SC, NY, MT, MN, PA, MA, GA, OH, CT, AZ, WA, VA, NC, OK, IL, TX, OR, FL, WI, SD, MI, ID, CA, NV, NM, NJ, HI, CO, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1272827
NMLS#: 1272827
About Jeff Hollahan
Jeff Hollahan is a First Vice President, Portfolio Management Director, and Financial Advisor with the Montgomery Hollahan Group at Morgan Stanley. Since entering the financial services industry in 1984, he has been focused on having a positive impact on his clients’ lives, whether it’s helping them with planning to put a child through college or retire earlier than anticipated. Jeff focuses on building strong relationships with his clients and seeks to help build confidence and put their best interests at heart.
Jeff joined Morgan Stanley in 2000, after working for several, smaller regional firms. He believes in helping clients establish written goals and developing a clear roadmap towards their financial futures. Having dedicated his entire career to helping clients seek to achieve their goals, Jeff has the skills, knowledge, and experience to help clients address challenges they may encounter on their journey towards their financial goals.
Today’s investment environment can be unpredictable. Wealth management doesn’t have to be. It starts with gaining an understanding of your specific needs and developing a customized plan of action. The Montgomery Hollahan Group at Morgan Stanley works closely with you to earn not only your confidence, but your loyalty. We leverage our knowledge and the resources of one of the most respected firms in the world, Morgan Stanley, to help you on your journey towards your goals. We are committed to working hard for you and your family to help strive to create, build and preserve wealth, so you are free to enjoy the opportunities it may provide.
Jeff earned his B.S. in Telecommunications at Northern Arizona University. Born in Memphis, Tennessee, he has been living in Scottsdale, Arizona, since 1984. He and his wife have two children, and they are enthusiastic travelers who enjoy seeing the world and experiencing other cultures. In his free time, Jeff enjoys performing music. Also, he and his wife are very involved in Helping Parents Heal, a non-profit organization dedicated to assisting bereaved parents.
Jeff joined Morgan Stanley in 2000, after working for several, smaller regional firms. He believes in helping clients establish written goals and developing a clear roadmap towards their financial futures. Having dedicated his entire career to helping clients seek to achieve their goals, Jeff has the skills, knowledge, and experience to help clients address challenges they may encounter on their journey towards their financial goals.
Today’s investment environment can be unpredictable. Wealth management doesn’t have to be. It starts with gaining an understanding of your specific needs and developing a customized plan of action. The Montgomery Hollahan Group at Morgan Stanley works closely with you to earn not only your confidence, but your loyalty. We leverage our knowledge and the resources of one of the most respected firms in the world, Morgan Stanley, to help you on your journey towards your goals. We are committed to working hard for you and your family to help strive to create, build and preserve wealth, so you are free to enjoy the opportunities it may provide.
Jeff earned his B.S. in Telecommunications at Northern Arizona University. Born in Memphis, Tennessee, he has been living in Scottsdale, Arizona, since 1984. He and his wife have two children, and they are enthusiastic travelers who enjoy seeing the world and experiencing other cultures. In his free time, Jeff enjoys performing music. Also, he and his wife are very involved in Helping Parents Heal, a non-profit organization dedicated to assisting bereaved parents.
Securities Agent: CO, OK, WI, SD, OH, MN, UT, NM, HI, FL, CT, AZ, OR, NY, NJ, ID, GA, WA, MT, VA, MA, CA, SC, NV, MI, TX, NC, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1272844
CA Insurance License #: 0D95817
NMLS#: 1272844
CA Insurance License #: 0D95817
About Angela McDonald
Angela McDonald is a Portfolio Associate with the Montgomery Hollahan Group at Morgan Stanley. She helps shape the future of service by modernizing the client experience through an elevated standard of care. Angela truly cares about our clients and works hard to help them simplify and manage aspects of their financial life. She strives to provide every client we serve with a first-class customer experience.
Angela cultivates and enhances new and existing client relationships through active communication, processing client requests, resolving inquiries, and making sure key information and documentation remains current. She keeps an eye on each administrative detail and finds the issues that need to be addressed.
Angela has been on the service side of the financial industry since 1999. She has both her Series 7 and 66 licenses. Since joining Morgan Stanley in 2009, she has assisted top tier advisors and brings many years of experience to our team. She is energetic and high-spirited and really enjoys her position.
Angela is married with three beautiful children. She is originally from Idaho. Outside of work, she adores motherhood. She and her husband both like being outdoors and hiking whenever possible.
Angela cultivates and enhances new and existing client relationships through active communication, processing client requests, resolving inquiries, and making sure key information and documentation remains current. She keeps an eye on each administrative detail and finds the issues that need to be addressed.
Angela has been on the service side of the financial industry since 1999. She has both her Series 7 and 66 licenses. Since joining Morgan Stanley in 2009, she has assisted top tier advisors and brings many years of experience to our team. She is energetic and high-spirited and really enjoys her position.
Angela is married with three beautiful children. She is originally from Idaho. Outside of work, she adores motherhood. She and her husband both like being outdoors and hiking whenever possible.
Contact Tony Montgomery
Contact Jeff Hollahan
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Nikki Ranck
Private Banker
Alex Delgadillo
Financial Planning Director, Vice President
About Nikki Ranck
Nikki Ranck is a Private Banker serving Morgan Stanley Wealth Management offices in Arizona and New Mexico.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Nikki began her career in financial services in 2006, and joined Morgan Stanley in 2022 as a Private Banker. Prior to joining the firm, she was a Senior Client Service Associate at JP Morgan’s Private Bank. She also served as a Mortgage Banker and Branch Manager at JP Morgan Chase, and a Service Manager and Personal Banker at Wells Fargo Bank, N.A.
Nikki lives in Scottsdale, Arizona with her family. Outside of the office, she enjoys traveling and spending time with her family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Nikki began her career in financial services in 2006, and joined Morgan Stanley in 2022 as a Private Banker. Prior to joining the firm, she was a Senior Client Service Associate at JP Morgan’s Private Bank. She also served as a Mortgage Banker and Branch Manager at JP Morgan Chase, and a Service Manager and Personal Banker at Wells Fargo Bank, N.A.
Nikki lives in Scottsdale, Arizona with her family. Outside of the office, she enjoys traveling and spending time with her family.
NMLS#: 1075581
About Alex Delgadillo
Alex is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Arizona and New Mexico He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Alex began his career in financial services in 2010, and joined Morgan Stanley in 2022. Prior to his current position, he worked as a Private Client Advisor for J.P. Morgan.
Alex graduated from Arizona State University and Tecnológico de Monterrey and holds his Certified Financial Planner™ designation. Alex lives in Phoenix, Arizona with his family. Outside of work, Alex enjoys film production, stand-up comedy, and tennis. Some organizations that he supports include the Community Food Bank of Southern Arizona, Phoenix Committee on Foreign Relations, Phoenix Sister Cities, Detour Theatre Company, and Cowtown SKATE.
Alex began his career in financial services in 2010, and joined Morgan Stanley in 2022. Prior to his current position, he worked as a Private Client Advisor for J.P. Morgan.
Alex graduated from Arizona State University and Tecnológico de Monterrey and holds his Certified Financial Planner™ designation. Alex lives in Phoenix, Arizona with his family. Outside of work, Alex enjoys film production, stand-up comedy, and tennis. Some organizations that he supports include the Community Food Bank of Southern Arizona, Phoenix Committee on Foreign Relations, Phoenix Sister Cities, Detour Theatre Company, and Cowtown SKATE.
Wealth Management
From Our Team
2024 Morgan Stanley Tax Tables
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Montgomery Hollahan Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Alternative 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.
3Morgan 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.
4Morgan 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
5Morgan 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.
6Morgan 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.
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
2Alternative 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.
3Morgan 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.
4Morgan 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
5Morgan 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.
6Morgan 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.
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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.
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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.
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Awards Disclosures
CRC 6491812 (04/2024)