Senior Vice President, Financial Advisor, Senior Investment Management Consultant
Phone:
(203) 625-4858(203) 625-4858
Reilly/Reilly Group at Morgan Stanley
Direct:
(203) 625-4634(203) 625-4634
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
Our family-operated business was founded over 30 years ago by a retired sergeant from the New York Police Department. We initially served police officers and firefighters, and later expanded to other types of city employees. Today, we provide comprehensive financial planning for a broad range of clients, while still adhering to our roots as a team committed to taking care of blue-collar individuals and their families.
Most of our clients worry about matters such as when they can retire—and if they’ll have enough money to last through their retirement. Through customized financial planning, we help address these matters while striving to provide clients with a clear roadmap they can easily follow for the rest of their lives. Of course, every client needs to protect their income. Life insurance can be a sound option, especially for those with young children.
With our background, we’re highly experienced at navigating the complexities associated with the public pension system. This includes matters such as how to potentially insure the pension, choosing between a single or joint payout, and understanding the benefits and drawbacks of rolling over the eligible portion into an IRA. Rollovers are an important consideration for many clients, but especially city employees. Handling them prudently can have a significant impact on a client’s financial well-being.
Since its founding, our group has educated our clients so they can actively be involved with their financial journey and make well-informed decisions. We never tell clients what to do. Instead, we help guide them. Throughout the years, we’ve found that clients who understand the thought process behind their investments tend to be more comfortable and confident when turbulent or declining markets occur.
We encourage you to learn more about our group, and welcome the opportunity to have a conversation with you.
Most of our clients worry about matters such as when they can retire—and if they’ll have enough money to last through their retirement. Through customized financial planning, we help address these matters while striving to provide clients with a clear roadmap they can easily follow for the rest of their lives. Of course, every client needs to protect their income. Life insurance can be a sound option, especially for those with young children.
With our background, we’re highly experienced at navigating the complexities associated with the public pension system. This includes matters such as how to potentially insure the pension, choosing between a single or joint payout, and understanding the benefits and drawbacks of rolling over the eligible portion into an IRA. Rollovers are an important consideration for many clients, but especially city employees. Handling them prudently can have a significant impact on a client’s financial well-being.
Since its founding, our group has educated our clients so they can actively be involved with their financial journey and make well-informed decisions. We never tell clients what to do. Instead, we help guide them. Throughout the years, we’ve found that clients who understand the thought process behind their investments tend to be more comfortable and confident when turbulent or declining markets occur.
We encourage you to learn more about our group, and welcome the opportunity to have a conversation with you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR DESIGNATIONS
**CERTIFIED FINANCIAL PLANNER® (CFP®):**CFP® professionals meet rigorous education and ethical standards. They're trained in 72 areas of financial knowledge, and must accrue thousands of hours of experience prior to earning their certification. Additionally, CFP® professionals are committed to serving their clients' best interests at all times.
Putting your entire financial life into a clear picture isn't easy. CFP® professionals are skilled at doing this, including how to balance your short-term goals with your long-term objective of a comfortable retirement security. That's why working with a CFP® can be so valuable for individuals seeking comprehensive financial planning.
**Chartered Retirement Plans Specialist®(CRPS®):**CRPS® holders have demonstrated a thorough understanding of the complexity involved with establishing and managing a company-sponsored retirement plan. These may include IRAs, 401(k) and 403(b) plans, defined contribution plans, small business retirement plans and government plans. Additionally, individuals with the CRPS® credential must complete ongoing education requirements.
Location
One Fawcett Place
3rd Floor
Greenwich, CT 06830
US
Direct:
(203) 625-4634(203) 625-4634
Meet Reilly/Reilly Group
Phone:
(203) 625-4645(203) 625-4645
Claudia Byrne
Portfolio Associate
Phone:
(203) 625-4634(203) 625-4634
About James J Reilly
With over 30 years of experience at Morgan Stanley, Jim has successfully helped countless clients save for retirement enabling them as well as their families to enjoy a better quality of life. In his roles on the team as a Senior Vice President, Financial Advisor and Senior Investment Management Consultant, he primarily focuses on client acquisition, financial planning, retirement planning and investment strategies, while emphasizing the importance of financial education for every client.
Jim holds a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Retirement Plans Specialist® (CRPS®) designation indicating additional education and training in key areas such as financial planning and company-sponsored retirement plans.
Prior to his career in financial services, Jim proudly served as a Sergeant for the New York Police Department (NYPD) for nearly 20 years before retiring from the department in 1992. Before joining the NYPD, he served two years in the U.S. Army. He graduated from Manhattan University with a Bachelor of Science degree in 1977.
Jim enjoys spending time with his wife (Karen), children (Keith, Kevin and Josh), grandchildren (Samuel and Ryan) and daughter-in-law (Alicia). Besides being a foodie, Jim likes to travel and play golf. Passionate about animals, Jim and Karen are dog lovers with two Siberian Huskies (Miska and Jenny). The couple is actively involved with the Society for the Prevention of Cruelty to Animals (SPCA), a global organization dedicated to advancing the safety and well-being of animals. Karen also trains rescue dogs with the goal of helping them become adopted.
Jim holds a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Retirement Plans Specialist® (CRPS®) designation indicating additional education and training in key areas such as financial planning and company-sponsored retirement plans.
Prior to his career in financial services, Jim proudly served as a Sergeant for the New York Police Department (NYPD) for nearly 20 years before retiring from the department in 1992. Before joining the NYPD, he served two years in the U.S. Army. He graduated from Manhattan University with a Bachelor of Science degree in 1977.
Jim enjoys spending time with his wife (Karen), children (Keith, Kevin and Josh), grandchildren (Samuel and Ryan) and daughter-in-law (Alicia). Besides being a foodie, Jim likes to travel and play golf. Passionate about animals, Jim and Karen are dog lovers with two Siberian Huskies (Miska and Jenny). The couple is actively involved with the Society for the Prevention of Cruelty to Animals (SPCA), a global organization dedicated to advancing the safety and well-being of animals. Karen also trains rescue dogs with the goal of helping them become adopted.
Securities Agent: LA, FL, NJ, AR, GA, VA, TX, IN, VT, TN, SC, PA, NH, CT, ME, NV, IL, WY, NM, MA, CA, AZ, WI, OR, OH, WA, NC, CO, DC, MD, NY, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1391196
NMLS#: 1391196
About Keith Reilly
As a Financial Advisor at Morgan Stanley, Keith has been helping retirees and families build confident financial futures since 2018. With his CRPS® designation, he focuses on retirement planning with a process that always begins with a comprehensive financial plan. Believing that every client deserves clarity and confidence, Keith takes the time to walk through each step, explain the “why” behind his recommendations and ensure clients feel fully informed and involved in every decision.
He's part of a dedicated advisory team that together tailors investment strategies designed to support each client’s plan, goals and long-term vision. Keith and his colleagues stay actively engaged with their clients through in-person meetings, as well as periodic check-ins by phone or video conferencing. The team believes it’s important for clients to always know where they currently stand in regard to their progress, and what actions they’re taking next.
Keith graduated from Iona University with a Bachelor of Arts degree.
Away from the office, Keith is an outdoors enthusiast. He enjoys camping and hiking, and has completed the entire Appalachian Trail from Georgia to Maine—an experience that taught him the value of preparation, resilience and enjoying the journey. He carries those same lessons with him every day when working with clients.
He's part of a dedicated advisory team that together tailors investment strategies designed to support each client’s plan, goals and long-term vision. Keith and his colleagues stay actively engaged with their clients through in-person meetings, as well as periodic check-ins by phone or video conferencing. The team believes it’s important for clients to always know where they currently stand in regard to their progress, and what actions they’re taking next.
Keith graduated from Iona University with a Bachelor of Arts degree.
Away from the office, Keith is an outdoors enthusiast. He enjoys camping and hiking, and has completed the entire Appalachian Trail from Georgia to Maine—an experience that taught him the value of preparation, resilience and enjoying the journey. He carries those same lessons with him every day when working with clients.
Securities Agent: IL, LA, CO, DC, OH, SC, NY, NM, ME, AZ, WY, VT, PA, NC, CA, TN, TX, WA, IN, VA, NJ, GA, WI, WV, OR, NV, DE, NH, MD, MA, AR, CT, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1851293
NMLS#: 1851293
About Claudia Byrne
As a Portfolio Associate with over 18 years of financial experience, Claudia brings a diligent approach and dynamic skillset to her role delivering exceptional service to clients and their families.
In her role, she goes above and beyond to help provide an elevated client experience. Claudia strives to anticipate and understand her clients' needs, and find creative solutions to help them feel confident about their financial future and enjoy their lives. Her responsibilities span many different facets of wealth management—from helping clients open new accounts and troubleshoot firm technology to addressing cash management needs with precision and efficiency. To achieve this, Claudia leverages her diverse background in retail banking, domestic and international investment banking, and commodities. Her overarching goal is to be a versatile, effective resource that supports clients and her team members whenever they need assistance.
A graduate of the Federal University of Santa Catarina in Brazil with a Bachelor of Science degree in Business Administration, she’s held roles at various prestigious financial institutions. From 2008-2013, she served as a trade assistant on Société Générale’s commodities desk, focusing on cocoa, coffee and sugar. She then transitioned to UBS in 2014, where she honed her client service skillset before finding her professional home at Morgan Stanley in 2016.
Outside the office, Claudia enjoys spending time with her husband (Geoff), two daughters (Hailey and Emily) and their beloved dog (Milo) who is the biggest football fan in the family. Geoff has served as a NYPD sergeant since 2006, and currently works for the 48th Precinct in the Bronx. Claudia also treasures travelling and exploring new places with family and friends.
In her role, she goes above and beyond to help provide an elevated client experience. Claudia strives to anticipate and understand her clients' needs, and find creative solutions to help them feel confident about their financial future and enjoy their lives. Her responsibilities span many different facets of wealth management—from helping clients open new accounts and troubleshoot firm technology to addressing cash management needs with precision and efficiency. To achieve this, Claudia leverages her diverse background in retail banking, domestic and international investment banking, and commodities. Her overarching goal is to be a versatile, effective resource that supports clients and her team members whenever they need assistance.
A graduate of the Federal University of Santa Catarina in Brazil with a Bachelor of Science degree in Business Administration, she’s held roles at various prestigious financial institutions. From 2008-2013, she served as a trade assistant on Société Générale’s commodities desk, focusing on cocoa, coffee and sugar. She then transitioned to UBS in 2014, where she honed her client service skillset before finding her professional home at Morgan Stanley in 2016.
Outside the office, Claudia enjoys spending time with her husband (Geoff), two daughters (Hailey and Emily) and their beloved dog (Milo) who is the biggest football fan in the family. Geoff has served as a NYPD sergeant since 2006, and currently works for the 48th Precinct in the Bronx. Claudia also treasures travelling and exploring new places with family and friends.
Contact James J Reilly
Contact Keith Reilly
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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
Ready to start a conversation? Contact Reilly/Reilly Group today.
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.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Alternative 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.
6Morgan 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
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 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
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Alternative 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.
6Morgan 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
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 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)
