Peter Reaka, CFP®
Executive Director, Wealth Management,
Financial Advisor,
Portfolio Manager
Direct:
(817) 820-2206(817) 820-2206
Toll-Free:
(800) 767-1117(800) 767-1117
My Mission Statement
Clients turn to us for thoughtful, considered advice for many of the financial decisions they face.
About Me
• Senior Advisor who creates discretionary portfolios and manages wealth
• Hand-selects fixed-income investments
• Selects and works with external equity managers
• Morgan Stanley (Since 2006)
• Prudential Securities (later Wachovia Securities) (1995-2006)
• Co-founder and partner of the former Luskey Group (1995-2018)
• Stifel, Nicolaus & Co (1994-1995)
• Bachelor of Science in Finance/Business Administration, University of South Carolina
• CFP® from Southern Methodist University
• Enjoys skiing, mountain biking and family time
As the Senior Advisor, Peter creates discretionary portfolios and manages wealth for our clients. He both hand-selects fixed-income investments and works with external money managers to execute strategies designed to help clients meet short- and long-term goals.
Peter began his career in financial services while working his way through college as an account representative at a local bank. Upon graduating, he joined Stifel, Nicolaus & Co, a large brokerage and investment bank. From there, he moved to Prudential Securities (which later merged with Wachovia Securities), where he teamed with former partner, Henry Luskey, in what became the former Luskey Group at Morgan Stanley (1995-2018). His background in banking helped him acquire the skills and mindset that prudent investors seek.
Peter earned a B.S. in Business Administration with a concentration in Finance from the University of South Carolina. He earned his CFP®, a designation that requires two years of study of all aspects of wealth management, from Southern Methodist University.
In his spare time, Peter enjoys skiing, mountain biking and spending time with his wife, Sara and their dog.
The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
• Hand-selects fixed-income investments
• Selects and works with external equity managers
• Morgan Stanley (Since 2006)
• Prudential Securities (later Wachovia Securities) (1995-2006)
• Co-founder and partner of the former Luskey Group (1995-2018)
• Stifel, Nicolaus & Co (1994-1995)
• Bachelor of Science in Finance/Business Administration, University of South Carolina
• CFP® from Southern Methodist University
• Enjoys skiing, mountain biking and family time
As the Senior Advisor, Peter creates discretionary portfolios and manages wealth for our clients. He both hand-selects fixed-income investments and works with external money managers to execute strategies designed to help clients meet short- and long-term goals.
Peter began his career in financial services while working his way through college as an account representative at a local bank. Upon graduating, he joined Stifel, Nicolaus & Co, a large brokerage and investment bank. From there, he moved to Prudential Securities (which later merged with Wachovia Securities), where he teamed with former partner, Henry Luskey, in what became the former Luskey Group at Morgan Stanley (1995-2018). His background in banking helped him acquire the skills and mindset that prudent investors seek.
Peter earned a B.S. in Business Administration with a concentration in Finance from the University of South Carolina. He earned his CFP®, a designation that requires two years of study of all aspects of wealth management, from Southern Methodist University.
In his spare time, Peter enjoys skiing, mountain biking and spending time with his wife, Sara and their dog.
The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
Services Include
- Wealth ManagementFootnote1
- Financial PlanningFootnote2
- Fixed IncomeFootnote3
- 401(k) Rollovers
- Municipal BondsFootnote4
- Retirement PlanningFootnote5
- 529 PlansFootnote6
- Education Planning
- Stock Option PlansFootnote7
- Access to Lending Services
- Alternative InvestmentsFootnote8
- AnnuitiesFootnote9
- Certificates of DepositFootnote10
- Corporate Retirement PlansFootnote11
- Estate Planning StrategiesFootnote12
- Insurance ServicesFootnote13
- Long Term Care InsuranceFootnote14
Securities Agent: AL, DE, VA, NJ, KY, OK, IA, AZ, OH, TN, IN, NM, NY, DC, PA, NV, NC, MD, MA, GA, TX, IL, FL, AR, WA, SC, MS, MO, ID, CO, CA, MT, MI, LA, KS, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1295588
CA Insurance License #: 0B79443
NMLS#: 1295588
CA Insurance License #: 0B79443
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our clients are successful individuals and families concerned with preserving their assets. To serve them effectively, we focus on risk, taking what we call a “measured” approach to investing.
We hand-select each fixed-income vehicle we recommend to our clients. When we recommend equities, we use a rigorous process to identify and select quality securities that align with client objectives.
For all clients, we provide a high level of responsive, proactive service with an exceptional degree of communication and interaction.
We hand-select each fixed-income vehicle we recommend to our clients. When we recommend equities, we use a rigorous process to identify and select quality securities that align with client objectives.
For all clients, we provide a high level of responsive, proactive service with an exceptional degree of communication and interaction.
University of South Carolina, B.S. in Business Administration with a concentration in Finance
Southern Methodist University, CFP®
Years FINRA Registered: Since 1994
Years at Morgan Stanley: Since 2006
Licensing
Series 7 – General Securities License
Series 63 – Uniform State Exam
Series 65 – Investment Advisory agent
Life, Health & Variable Insurance Licensed
Long term Care Insurance Licensed
NMLS No.: 1295588
Southern Methodist University, CFP®
Years FINRA Registered: Since 1994
Years at Morgan Stanley: Since 2006
Licensing
Series 7 – General Securities License
Series 63 – Uniform State Exam
Series 65 – Investment Advisory agent
Life, Health & Variable Insurance Licensed
Long term Care Insurance Licensed
NMLS No.: 1295588
Client Service Team
Amanda Shook - Portfolio Associate
Phone:
(817) 820-2235(817) 820-2235
Email:amanda.shook@morganstanley.com
• Brings her experience, knowledge and seasoned perspective
in helping clients daily
• Experience in financial services since 1997
• Series 7 Licensed in 2000
• Series 63 Licensed in 2000
• Series 66 Licensed in 2009
• Joined the team in 2009
Amanda has worked in a number of roles within the firm that allow her to have a deep understanding of the industry and its changing environment.
She has been in the financial services industry since 1997 assisting hundreds of clients.
She joined the team in 2009, with the goal of helping every client feel a sense of accomplishment, trust and connection with the team.
Amanda brings her experience, knowledge and seasoned perspective to helping clients manage complex financial decisions. Amanda takes each call from our clients with care and dedication to manage through the complex administrative details.
Amanda is a native Texan, who has spent much of her adult life in Fort Worth. She and her husband live in Keller with their two children. The family enjoys travel and the great outdoors.
“When our clients reach out to us, I want them to know they can trust us to take care of their needs and we are dedicated to providing a full service approach.”
in helping clients daily
• Experience in financial services since 1997
• Series 7 Licensed in 2000
• Series 63 Licensed in 2000
• Series 66 Licensed in 2009
• Joined the team in 2009
Amanda has worked in a number of roles within the firm that allow her to have a deep understanding of the industry and its changing environment.
She has been in the financial services industry since 1997 assisting hundreds of clients.
She joined the team in 2009, with the goal of helping every client feel a sense of accomplishment, trust and connection with the team.
Amanda brings her experience, knowledge and seasoned perspective to helping clients manage complex financial decisions. Amanda takes each call from our clients with care and dedication to manage through the complex administrative details.
Amanda is a native Texan, who has spent much of her adult life in Fort Worth. She and her husband live in Keller with their two children. The family enjoys travel and the great outdoors.
“When our clients reach out to us, I want them to know they can trust us to take care of their needs and we are dedicated to providing a full service approach.”
Debby Oprea-Wright - Client Service Associate
Phone:
(817) 820-2231(817) 820-2231
Email:debra.oprea-wright@morganstanley.com
• Spent most of her career as a civil litigation paralegal
• Strong focus on research and legal issues
• Worked at an in-house council firm serving Allstate
Insurance
• Joined the team in 2014
• Enjoys outdoor activities, especially at Possum Kingdom Lake
Debby brings an unusual background to her role on the team. She spent most of her career as a civil litigation paralegal. She brings to the team her extensive office experience, coupled with her organizational, communication skills and her research capability.
This experience translates into invaluable skills for our clients. Debby’s ability to organize, research and understand legal issues help our clients navigate many wealth management issues. She also worked at an in-house counsel firm serving Allstate Insurance Company, so she brings her knowledge of insurance and risk to the team.
• Strong focus on research and legal issues
• Worked at an in-house council firm serving Allstate
Insurance
• Joined the team in 2014
• Enjoys outdoor activities, especially at Possum Kingdom Lake
Debby brings an unusual background to her role on the team. She spent most of her career as a civil litigation paralegal. She brings to the team her extensive office experience, coupled with her organizational, communication skills and her research capability.
This experience translates into invaluable skills for our clients. Debby’s ability to organize, research and understand legal issues help our clients navigate many wealth management issues. She also worked at an in-house counsel firm serving Allstate Insurance Company, so she brings her knowledge of insurance and risk to the team.
Location
201 Main St
Ste 1500
Fort Worth, TX 76102
US
Direct:
(817) 820-2206(817) 820-2206
Toll-Free:
(800) 767-1117(800) 767-1117
Fax:
(817) 870-2487(817) 870-2487
Wealth Management
From My Desk
Sign Up for eDelivery
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Peter Reaka today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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 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.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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 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.
6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
7Morgan 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.
8Alternative 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.
9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
11When 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.
12Morgan 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.
13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
14Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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 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.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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 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.
6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
7Morgan 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.
8Alternative 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.
9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
11When 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.
12Morgan 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.
13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
14Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
