Randy Mangum
My Mission Statement
My Story and Services
Throughout my career, I have built lasting relationships with clients by prioritizing their financial well-being and delivering exceptional service. My commitment to ongoing education and staying current with industry trends ensures that I can offer informed advice in an ever-evolving financial landscape.
I am passionate about empowering individuals and families to make informed financial decisions that secure their futures. Let’s connect to discuss how I can assist you in achieving your financial aspirations.
NMLS#: 2483985
Working With You
Substitute discipline for emotion in the investment process
Adjust your holdings in response to new opportunities and risks
Maintain strict financial objectivity and avoid conflicts of interest
Trust attorney
Insurance professional
Family office
Comprehensive Financial Planning
Achieving your goals requires vigilance and flexibility. By leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, I can help you take charge of your financial future and achieve your goals. Additionally, I will help you monitor your progress and make adjustments to your plan as life evolves, markets and tax laws shift, and priorities change. Below, I have provided some links that will introduce you to a few of the tools that are used in the planning process, please click to learn more about them.
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs.
This questionnaire will help define goals, risk tolerance, assets and liabilities.
Helpful Resources for You
Our extensive selection of resources is crafted to improve all facets of your financial well-being. Listed below are several technologies available to clients, accompanied by materials designed to simplify and clarify financial analyses and research.
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Experience a holistic view of your financial landscape by integrating both your Morgan Stanley and external accounts, enhancing strategic planning and personalized advice.
Safeguarding your assets and personal information is essential. 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.
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Insight & Updates
I strive to simplify complex financial ideas into a digestible format so that clients can truly understand the work which goes into planning for their financial future and livelihood. The resources below provide in-depth analysis on current market events and finance topics that are affecting the business world today.
The Morgan Stanley Global Investment Office provides you with world-class thoughts from leadership, timely market commentary, and portfolio ideas to help guide your investment decisions.
With perspective on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Through timely, in-depth analysis of companies, industries, markets and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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:
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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.
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