Jim Easterling
Managing Director, Wealth Management, Financial Advisor, Family Wealth Director
Phone:
(404) 266-6095(404) 266-6095
Petra Wealth Management Group at Morgan Stanley
Jim EasterlingJonathan C. Marcus, CFP®Frederick SumterJeremy Becht, CFP®, CDFA®David Easterling, CRPC®
Direct:
(404) 266-6315(404) 266-6315
Toll-Free:
(800) 688-6002(800) 688-6002
Our Mission Statement
At Petra Wealth Management, we provide a customized approach to helping select families build, preserve, and transfer their wealth, delivering the best-in-class capabilities of the worlds largest investment firm through a boutique-like experience.
Welcome
We are Family Wealth Directors, Morgan Stanley designated financial professionals, who believe that you - as one of our most important clients - are entitled to a different kind of working relationship with the firm. In fact, it is a type of relationship that you have probably not encountered at any other firm. As Family Wealth Directors, we bring the scope and influence of the differentiating resources of Morgan Stanley to our most valued clients.
We focus on the specialized needs of highly affluent individuals. James A. Easterling, who leads our team, has earned the firm’s Family Wealth Director designation, highlighting his training and extensive experience working with ultra-high-net-worth families and individuals. With access to a wide range of resources, we can help your family address the challenges of managing significant assets across generations. We coordinate all of your financial professionals (attorneys, accountants, etc.) to help ensure a consistent and individually tailored plan for transferring your wealth to your loved ones and favored causes.
This combination of personal attention and financial possibilities can help create opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and rewarding.
We focus on the specialized needs of highly affluent individuals. James A. Easterling, who leads our team, has earned the firm’s Family Wealth Director designation, highlighting his training and extensive experience working with ultra-high-net-worth families and individuals. With access to a wide range of resources, we can help your family address the challenges of managing significant assets across generations. We coordinate all of your financial professionals (attorneys, accountants, etc.) to help ensure a consistent and individually tailored plan for transferring your wealth to your loved ones and favored causes.
This combination of personal attention and financial possibilities can help create opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and rewarding.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Modern Wealth Tools
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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.
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Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in helping reach your financial goals.
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Portfolio Risk Platform – Powered by Aladdin
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
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MS Reserved Living and Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
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Jim Easterling
• 2017 and 2021 Barron's America's Top 1,200 Advisors
• 1999-2020 Morgan Stanley Presidents Council
.
2017,2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2017,2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
• 1999-2020 Morgan Stanley Presidents Council
.
2017,2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2017,2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
J. Cory Marcus, CFP®
• 2007-2011 Morgan Stanley Smith Barney Blue Chip Council
• 2012-2020 Five Star Magazine Top Advisors
2012-2020 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2020) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 02/4/2012 - 07/22/2012
2013 Award - 02/4/2013 - 07/22/2013
2014 Award - 02/4/2014 - 07/22/2014
2015 Award - 02/4/2015 - 07/22/2015
2016 Award - 02/4/2016 - 07/22/2016
2017 Award - 12/30/2016 - 07/14/2017
2018 Award - 12/29/2017 - 07/24/2018
2019 Award - 12/10/2018 - 07/23/2019
2020 Award - 12/23/2019 - 07/10/2020
• 2012-2020 Five Star Magazine Top Advisors
2012-2020 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2020) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 02/4/2012 - 07/22/2012
2013 Award - 02/4/2013 - 07/22/2013
2014 Award - 02/4/2014 - 07/22/2014
2015 Award - 02/4/2015 - 07/22/2015
2016 Award - 02/4/2016 - 07/22/2016
2017 Award - 12/30/2016 - 07/14/2017
2018 Award - 12/29/2017 - 07/24/2018
2019 Award - 12/10/2018 - 07/23/2019
2020 Award - 12/23/2019 - 07/10/2020
Location
3280 Peachtree Rd NE
Suite 1900
Atlanta, GA 30305
US
Direct:
(404) 266-6315(404) 266-6315
Toll-Free:
(800) 688-6002(800) 688-6002
Meet Petra Wealth Management Group
Frederick Sumter
Vice President, Financial Advisor
Phone:
(404) 266-6562(404) 266-6562
Phone:
(404) 266-6067(404) 266-6067
Phone:
(404) 266-6122(404) 266-6122
David Easterling, CRPC®
Financial Advisor, Financial Planning Specialist
Phone:
(404) 266-6061(404) 266-6061
Will Browning
Wealth Management Analyst
Phone:
(404) 266-6008(404) 266-6008
Cathy Lamb
Porfolio Associate
Phone:
(404) 266-6315(404) 266-6315
Stephen Takacs, CFP®
Assistant Vice President, Wealth Management Analyst
Phone:
(404) 266-6551(404) 266-6551
Laura Clackler
Portfolio Associate
Phone:
(404) 266-6739(404) 266-6739
Desiah Wofford
Registered Client Service Associate
Phone:
(404) 266-6316(404) 266-6316
Alexandra Jinglov
Client Service Associate
Phone:
(404) 266-5915(404) 266-5915
About Jim Easterling
Jim is a Senior Advisor, Family Wealth Director and Managing Director of Wealth Management at Morgan Stanley, where he helps his clients define and meet their financial goals and objectives. He has been with the firm or its predecessors since 1986.
In 1999, Jim successfully completed the firm’s Portfolio Management program, and in 2002 he earned the certification of Senior Investment Management Consultant. This designation is awarded to Financial Advisors who have acquired extensive knowledge of the capital markets and comprehensive investment management consulting expertise, and built a practice using the highest ethical standards. Additionally, Jim earned the Financial Planning Specialist designation. In 2007, Jim earned the title of Family Wealth Director, which is given to senior advisors in the firm who have demonstrated the ability to develop wealth management strategies for high-net-worth individuals and families. In 2017 and 2021, Jim was named by Barron’s as one of the top 1200 advisors in the country. Jim is also a member of the firm’s President’s Council, which recognizes the top 7% of its advisors.
After initially attending Furman University on a football scholarship, Jim graduated from Auburn University with a B.S. in finance. He and his wife, Valarie, have two children, Mary Grace and David. They are active members of Peachtree Road United Methodist Church, where Jim has volunteered to serve on many of its committees. Jim currently serves as the Director of the Character Development Program for the Northside Youth Organization football program. Jim also serves as the Chair of the Alumni Commission for the Auburn University chapter of Sigma Alpha Epsilon.
Jim has a long history of coaching youth sports. He was awarded the Football Positive Coaching Alliance Coach of the Year at NYO in 2011. In addition to coaching youth sports, Jim enjoys spending time with his family, traveling, playing golf, fishing and exercising.
2017, 2021 Barron's Top 1,200 Financial Advisors: State-by-State(formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2017, 2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
In 1999, Jim successfully completed the firm’s Portfolio Management program, and in 2002 he earned the certification of Senior Investment Management Consultant. This designation is awarded to Financial Advisors who have acquired extensive knowledge of the capital markets and comprehensive investment management consulting expertise, and built a practice using the highest ethical standards. Additionally, Jim earned the Financial Planning Specialist designation. In 2007, Jim earned the title of Family Wealth Director, which is given to senior advisors in the firm who have demonstrated the ability to develop wealth management strategies for high-net-worth individuals and families. In 2017 and 2021, Jim was named by Barron’s as one of the top 1200 advisors in the country. Jim is also a member of the firm’s President’s Council, which recognizes the top 7% of its advisors.
After initially attending Furman University on a football scholarship, Jim graduated from Auburn University with a B.S. in finance. He and his wife, Valarie, have two children, Mary Grace and David. They are active members of Peachtree Road United Methodist Church, where Jim has volunteered to serve on many of its committees. Jim currently serves as the Director of the Character Development Program for the Northside Youth Organization football program. Jim also serves as the Chair of the Alumni Commission for the Auburn University chapter of Sigma Alpha Epsilon.
Jim has a long history of coaching youth sports. He was awarded the Football Positive Coaching Alliance Coach of the Year at NYO in 2011. In addition to coaching youth sports, Jim enjoys spending time with his family, traveling, playing golf, fishing and exercising.
2017, 2021 Barron's Top 1,200 Financial Advisors: State-by-State(formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2017, 2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: MS, GA, NV, KY, CA, AZ, OR, NY, AL, TN, CO, NJ, NH, KS, FL, WA, NC, MT, MN, MD, LA, IL, HI, VA, SC, NM, CT, UT, OH, MO, DC, WY, TX, OK, MI, DE, IN, WI, PA, ME, MA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1279138
NMLS#: 1279138
About Frederick Sumter
As a Financial Advisor on the team, Neal works closely with a network of regional and national specialists to design solutions for client needs in the areas of family governance, philanthropic strategy, tailored lending, and lifestyle advisory. He joined the team in 2007 after serving for six years as Smith Barney’s Southern Division Director of Private Wealth Management, a role responsible for delivering the full spectrum of the firm’s family office services to some of the wealthiest individuals and families in the country. Prior to joining the firm in 1999, Neal was in private banking with a national commercial bank in Atlanta.
Neal received his B.S. in Industrial Management from the Georgia Institute of Technology and his M.B.A. from Georgia State University.
Neal lives in the Buckhead area of Atlanta with his wife and their two children. He is a trustee for Holy Innocents’ Episcopal School and the Galloway School, emeritus trustee for the Schenck School, and former trustee for Trinity School and the Peachtree Road United Methodist Church. Additionally, he serves on the Leadership Georgia Endowment Committee. Outside the office, Neal enjoys spending time with his family, as well as traveling, hunting, and cooking.
Neal received his B.S. in Industrial Management from the Georgia Institute of Technology and his M.B.A. from Georgia State University.
Neal lives in the Buckhead area of Atlanta with his wife and their two children. He is a trustee for Holy Innocents’ Episcopal School and the Galloway School, emeritus trustee for the Schenck School, and former trustee for Trinity School and the Peachtree Road United Methodist Church. Additionally, he serves on the Leadership Georgia Endowment Committee. Outside the office, Neal enjoys spending time with his family, as well as traveling, hunting, and cooking.
Securities Agent: KS, MD, NE, NC, LA, IL, CT, WY, TX, MO, MI, SC, NY, NJ, NH, DE, CA, AL, KY, AZ, UT, TN, NV, AR, PA, NM, MT, MN, ME, MA, HI, GA, WI, WA, VA, OR, FL, DC, MS, CO, IN, OK, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290628
NMLS#: 1290628
About Jonathan C. Marcus
Cory has been in the investment and financial planning business since 2000, having been with Morgan Stanley or one of its predecessors his whole career.
Having been raised by two hardworking parents, Cory understands the broader situations that families and careers can present. Hearing his parents talk about bills, businesses, taxes, investments, and other financial issues that individuals and families face piqued Cory’s interest in finance at a young age. The first book he read cover to cover was Peter Lynch’s Learn to Earn, and his interest in the subject grew from there. Throughout high school and college, Cory traded stocks in a small account he set up. During the late 1990s and early 2000s tech bubble, he basically lost all the money he had made trading over those years and learned the most valuable lesson of his career: planning, diversification, and asset allocation are some of the most important parts of wealth management — not individual stock or bond picking.
Today, Cory uses financial planning as the starting block for all his client relationships. He likes to relate financial planning to taking a trip. You might know where you want to go, but mapping out the course is one of the most important steps — how are you going to get there?
Using clients’ background information, emotions, current goals and needs, and financial resources, he helps them set up various investment planning strategies, striving to make sure those client aspirations are achieved. Whether those issues include retirement planning, investment management, estate planning strategies, insurance, or family/business succession planning, Cory uses his experience and the firm’s vast capabilities to help clients manage whatever financial issues might arise.
He graduated from Georgia Southern University with a B.A. in Finance and a minor in Economics in 2000. Cory studied Financial and Estate Planning at UGA’s Terry College of Business and received his CERTIFIED FINANCIAL PLANNER™ certificate in 2009.
Cory is one of the few Georgians who was born, raised, and still resides in the state. He lives in Roswell, GA, with his college sweetheart and wife of 25 years, Leslie. They have two active boys, Gage (17) and Graham (13), who keep their weekends busy with sporting events and other activities. In his spare time, he loves to watch and coach youth sports, volunteer at various organizations, check out local theater and plays, and play tennis and golf.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Having been raised by two hardworking parents, Cory understands the broader situations that families and careers can present. Hearing his parents talk about bills, businesses, taxes, investments, and other financial issues that individuals and families face piqued Cory’s interest in finance at a young age. The first book he read cover to cover was Peter Lynch’s Learn to Earn, and his interest in the subject grew from there. Throughout high school and college, Cory traded stocks in a small account he set up. During the late 1990s and early 2000s tech bubble, he basically lost all the money he had made trading over those years and learned the most valuable lesson of his career: planning, diversification, and asset allocation are some of the most important parts of wealth management — not individual stock or bond picking.
Today, Cory uses financial planning as the starting block for all his client relationships. He likes to relate financial planning to taking a trip. You might know where you want to go, but mapping out the course is one of the most important steps — how are you going to get there?
Using clients’ background information, emotions, current goals and needs, and financial resources, he helps them set up various investment planning strategies, striving to make sure those client aspirations are achieved. Whether those issues include retirement planning, investment management, estate planning strategies, insurance, or family/business succession planning, Cory uses his experience and the firm’s vast capabilities to help clients manage whatever financial issues might arise.
He graduated from Georgia Southern University with a B.A. in Finance and a minor in Economics in 2000. Cory studied Financial and Estate Planning at UGA’s Terry College of Business and received his CERTIFIED FINANCIAL PLANNER™ certificate in 2009.
Cory is one of the few Georgians who was born, raised, and still resides in the state. He lives in Roswell, GA, with his college sweetheart and wife of 25 years, Leslie. They have two active boys, Gage (17) and Graham (13), who keep their weekends busy with sporting events and other activities. In his spare time, he loves to watch and coach youth sports, volunteer at various organizations, check out local theater and plays, and play tennis and golf.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Securities Agent: LA, MI, TX, DC, AL, NM, IL, OK, NY, KS, HI, DE, CT, WI, NJ, GA, FL, MD, CA, AZ, WY, VA, TN, OR, NH, UT, OH, MN, KY, SC, MT, MS, MO, ME, WA, NV, NC, MA, CO, IN, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1265079
NMLS#: 1265079
About Jeremy Becht
Jeremy joined Morgan Stanley and the Petra team to help usher clients through the financial planning process and keep them on track toward their goals. Jeremy entered the financial services industry in 2013, and his focus has always been on holistic planning.
Before joining Morgan Stanley, Jeremy worked as a Financial Planner for a fee-based financial planning firm in Dunwoody. Jeremy is also well versed in taxation and ran a small tax preparation/advisory business helping clients focus on tax efficiency for the long term.
Jeremy earned his bachelor’s degree in Economics from Washington and Lee University in 2012, his CERTIFIED FINANCIAL PLANNER™ certificate in 2016, and his CDFA® designation in 2019. He lives in Smyrna with his wife, Kelley, and their dog, Marley. Jeremy and Kelley are avid tennis players, while Marley is an avid tennis ball fetcher and chewer. Jeremy also spends his free time volunteering for Savvy Ladies, a non-profit that provides pro bono financial advice to women.
Before joining Morgan Stanley, Jeremy worked as a Financial Planner for a fee-based financial planning firm in Dunwoody. Jeremy is also well versed in taxation and ran a small tax preparation/advisory business helping clients focus on tax efficiency for the long term.
Jeremy earned his bachelor’s degree in Economics from Washington and Lee University in 2012, his CERTIFIED FINANCIAL PLANNER™ certificate in 2016, and his CDFA® designation in 2019. He lives in Smyrna with his wife, Kelley, and their dog, Marley. Jeremy and Kelley are avid tennis players, while Marley is an avid tennis ball fetcher and chewer. Jeremy also spends his free time volunteering for Savvy Ladies, a non-profit that provides pro bono financial advice to women.
Securities Agent: NH, HI, VA, SC, NC, MD, IL, DC, UT, MS, MN, DE, CO, AR, VT, NJ, ME, MA, NY, KY, IN, TX, OR, FL, CA, AL, SD, NV, MO, LA, AZ, TN, NM, WY, WI, PA, MT, CT, WA, OH, MI, KS, GA, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 1903856
NMLS#: 1903856
About David Easterling
David joined the firm in October of 2020, working as a Client Service Associate in Morgan Stanley’s Perimeter office in Atlanta. He then joined Petra Wealth Management in 2022, taking on a role assisting with investment planning, financial planning, and cash flow management.
Currently, as a Financial Advisor, he is tasked with client management, growing the next-generational relationships within our clientele, and expanding the practice by identifying and approaching individuals and families who could benefit from our team’s services.
David graduated from Auburn University in 2020 with a bachelor’s degree in Finance and recently obtained his Chartered Retirement Planning Counselor™ designation in 2026. He and his wife, Brynna, currently live in Brookhaven, where they are enjoying newlywed life together. Outside of the office, he enjoys coaching baseball and football at Northside Youth Organization, leading Young Life ministries for middle school and high school students, spending time with family and friends, and playing golf.
Currently, as a Financial Advisor, he is tasked with client management, growing the next-generational relationships within our clientele, and expanding the practice by identifying and approaching individuals and families who could benefit from our team’s services.
David graduated from Auburn University in 2020 with a bachelor’s degree in Finance and recently obtained his Chartered Retirement Planning Counselor™ designation in 2026. He and his wife, Brynna, currently live in Brookhaven, where they are enjoying newlywed life together. Outside of the office, he enjoys coaching baseball and football at Northside Youth Organization, leading Young Life ministries for middle school and high school students, spending time with family and friends, and playing golf.
Securities Agent: LA, DE, PA, NY, NH, NE, IL, HI, FL, AR, WA, MS, GA, NC, AZ, OH, MN, CT, CO, TX, TN, OK, NV, MI, MD, MA, CA, AL, VA, MO, ME, DC, AK, UT, WI, RI, NM, KY, KS, WY, SC, OR, NJ, MT, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 2667076
NMLS#: 2667076
About Will Browning
Will Browning is a Wealth Management Analyst for Petra Wealth Management. He leads the investment strategy for the team and proposes adjustments to our models so that they may more closely align with our long-term planning. Other responsibilities include portfolio analysis, market research, and investment product due diligence.
Will has been in the Financial Services industry since 2020, and he was responsible for wealth strategy and operations support for a private wealth group. He joined Petra Wealth Management in 2022.
William graduated from Georgia Southern University, Magna Cum Laude, with a Bachelor of Business Administration degree and a concentration in Finance. He was a letter winner on the Men’s Varsity Football Team, and still maintains an active lifestyle today.
Will has been in the Financial Services industry since 2020, and he was responsible for wealth strategy and operations support for a private wealth group. He joined Petra Wealth Management in 2022.
William graduated from Georgia Southern University, Magna Cum Laude, with a Bachelor of Business Administration degree and a concentration in Finance. He was a letter winner on the Men’s Varsity Football Team, and still maintains an active lifestyle today.
About Cathy Lamb
Cathy joined Morgan Stanley Smith Barney in 2004 and manages the daily administrative and operational responsibilities of the team. With 33 years in the brokerage industry, Cathy holds a securities license and has gained extensive knowledge about employee stock purchase plans, exercising stock options and rule 144 transactions. She also is experienced at assisting clients with brokerage and banking administrative needs.
Cathy has four children and 5 grandchildren and enjoys gardening, camping, and traveling.
Cathy has four children and 5 grandchildren and enjoys gardening, camping, and traveling.
About Stephen Takacs
Stephen joined Morgan Stanley in 2015 and Petra Wealth
Management at the beginning of 2018. His primary role is supporting Kyle Wade our Consulting Group Analyst with client portfolio analysis, market research, and product analysis. Additionally assists in portfolio construction, client reporting, and daily portfolio monitoring.
Prior to joining Morgan Stanley, Stephen spent 2 and half years on the trade desk and as an Investment Consultant at Merrill Lynch. In these roles, Stephen assisted in executing high level trades and assisting prospects in the education, opening, and transfer of their accounts.
Stephen graduated from Georgia Southern University in 2012 with Bachelor in Finance and a Minor in Marketing. Outside the office, Stephen enjoys coaching youth basketball at NYO, exploring Atlanta, and any fashion of exercise.
Management at the beginning of 2018. His primary role is supporting Kyle Wade our Consulting Group Analyst with client portfolio analysis, market research, and product analysis. Additionally assists in portfolio construction, client reporting, and daily portfolio monitoring.
Prior to joining Morgan Stanley, Stephen spent 2 and half years on the trade desk and as an Investment Consultant at Merrill Lynch. In these roles, Stephen assisted in executing high level trades and assisting prospects in the education, opening, and transfer of their accounts.
Stephen graduated from Georgia Southern University in 2012 with Bachelor in Finance and a Minor in Marketing. Outside the office, Stephen enjoys coaching youth basketball at NYO, exploring Atlanta, and any fashion of exercise.
Contact Jim Easterling
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*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
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.
3Morgan 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
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 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.
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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)
