Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Alternative Investments Director
Phone:
(225) 379-7549(225) 379-7549
River Capitol Group at Morgan Stanley
Our Mission Statement
Our multi-generational wealth management team strives to deliver state-of-the-art planning and advice, empowering clients to achieve financial well-being with confidence.
About Us
We are a veteran team of five financial advisors and three senior client service associates with a vast amount of wealth management experience. Our team takes a tremendous amount of pride in having collaborated with clients for decades. Our personal approach has fostered long lasting relationships with Baby Boomers, Generation X, and Millennials as well as multi-generational associations.
We are dedicated to professional development and have earned numerous advanced industry certifications and designations. Our team includes two Certified Financial Planners, two Portfolio Management Directors, an Insurance Director, and an Alternative Investments Director. In addition, Steve Taylor was honored with Forbes Best-In- State Wealth Advisors award from 2019-2024. Angelique Manne was also honored with Forbes Best-In-State Wealth Advisors award from 2023-2024 as well as Forbes Top Women Wealth Advisors Best-In-State 2024. Our commitment to ongoing training and growth positions us at the forefront of striving to deploy the most effective strategies and to continually provide our clients with innovative solutions tailored to help meet their specific objectives.
The team's extensive experience, combined with Morgan Stanley's vast resources, help enable us to assist with nearly every facet of financial services including investment management, retirement planning, cash management, legacy, philanthropy, and education planning. Working with an extensive network of specialists in insurance, structured solutions, estate planning, lending services, and alternative investments complements and helps deepen the advice the team offers.
Our team takes a holistic approach to guiding our clients. We conduct a comprehensive review of your finances and take the time to discuss your family, values, dreams, aspirations, and thoughts on risk. We use this information in combination with the firm's modern wealth management analytics to formulate customized strategies. We believe developing a thorough understanding of each client's unique situation and creating an individualized plan is the most effective way to work towards your objective. We strive to provide each client with a highly customized investment plan designed to help them enjoy their wealth and remain -financially independent for years to come. To help make certain clients are comfortable with our approach, we take the necessary time to educate and explain their program's details.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded June 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2024 Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22 - 9/30/23.
View List
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
At River Capitol Group, we value loyalty to each other and to the individuals and families we serve every day. Our dedicated team works closely with clients, providing personalized guidance and strategies tailored to their unique financial objectives. Through a variety of collaborative efforts, we are highly engaged in striving to create a better and brighter future for our clients.
Step 1: Discovery Meeting
This in-depth conversation provides us with the opportunity to get to know you and your family, so that we may potentially develop strategies and customize the relationship to help best meet your needs.
Step 2: Receive Financial Statements
After our Discovery Call, we will ask you to send us your Financial Statements. This will help us to determine your risk tolerance, analyze your current investment portfolio, develop an asset allocation strategy, and construct a tailored portfolio for you.
Step 3: Present Financial Plan
Every client is provided with a financial plan. Doing this allows the team to understand our clients' goals and complete financial picture. After we provide a comprehensive Financial Plan, if everything is acceptable to you, we will continue on to the next step of our process.
Step 4: Implementation of Financial Plan
Once client goals are determined, we will be able to create and maintain a proper asset allocation for each client. After comprehensive due diligence and analysis of expected results across multiple market scenarios are performed, strategies are chosen from our expansive investment platform.
Step 5: Ongoing Assessment & Monitoring
We will conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Our Key Services
At River Capitol Group, we provide a wide array of services centered on your financial goals. We believe that identifying financial solutions begins with a solid understanding of each clients' situation, goals, objectives, and risk tolerance.
Estate Planning Strategies
Everyone has a unique vision for their legacy. We can review your estate planning strategies in an effort to preserve, manage, and distribute your assets during and after your lifetime, while helping to mangage taxation. This can help to achieve your legacy and assist those you care about the most to preserve your wishes while also balancing the needs of your entire family. Connect with us to learn more about your options and next steps.
Executive Financial Services
Through Morgan Stanley's Executive Financial Services Team, we can help corporate executives and key insiders effectively manage their equity compensation and complex financial needs.
Financial Planning
We're here to help manage the stress around financial decisions by offering knowledge and thoughtful guidance. As your life stage changes, so do your goals. Our platform allows you to look across your assets and liabilities to help you adapt your strategy to meet those changing demands. Whether it is saving for retirement and other expenses, securing retirement income, healthcare planning, taxes, education, or legacy planning, we're here for you.
Professional Portfolio Management
We study investment trends and leverage the global resources of Morgan Stanley to develop a personalized investment strategy. We'll develop a customized portfolio to help meet your requirements for growth, income, and wealth preservation within your risk constraints.
Alternative Investments
Morgan Stanley is a global leader in alternative investments, offering a comprehensive suite of products that encompasses both proprietary and third-party managers in areas such as private equity, private credit, hedge funds, real estate, infrastructure and more.
Life Insurance
Life Insurance may be a powerful tool for investors when applied in context of other strategic decisions. It is prudent for investors to consider life insurance in combination with their overall wealth and trust, tax and estate plans so that the features of life insurance may be complementary to other decisions taken.
Wealth Management Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the solutions we have to offer in order to help you manage your wealth more effectively.
- Log into your account via Morgan Stanley Online
- Click the Accounts tab
- Select the Documents tab
- Go to the Statement drop-down tab
- Select Tax Documents and download them
Morgan Stanley Online & Mobile App
Seamlessly and securely manage your finances all in one place. With Morgan Stanley Online (MSO) and the Mobile App, you can view your accounts, transfer money, see your total wealth, make deposits on the go and more.
Online Security Center
Morgan Stanley has built a leading cyber defense organization in-house, drawn from former senior professionals at government security agencies and the technology industry. We work nonstop around the globe to defend your digital assets and monitor the threat landscape on your behalf.
Goals Planning System (GPS)
As a Morgan Stanley client with a Goals Planning System (GPS) retirement plan, you can now access and view your plan's status and progress on Morgan Stanley Online (MSO) and Morgan Stanley Mobile (MSM).
LifeView
LifeView is a suite of planning tools that includes goal-specific analysis that Financial Advisors can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
Portfolio Risk Platform
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.
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
Total Wealth View
It's hard to see the full picture with only half of the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
Digital Vault
Digital Vault lets you easily and conveniently manage and share life's most important documents, such as wills, deeds, and estate plans, as well as financial statements and tax filings.
Reserved Living & Giving
Save on travel, dining, holiday gifts and more with Morgan Stanley's Reserved Living and Giving program.
Your Guide to Life and Money
How much of your savings should you be investing? Do you need a prenup? How do you know when you're ready to buy a home, or start a business? If you're wrestling with some of these questions, the Playbook: Your Guide to Life & Money may have the answers you're looking for.
How to Access Your Tax Forms
2024 Income Tax Tables
Federal Tax Information for 2024, including Income Tax Tables, Contribution Limits, Deadlines, etc.
Location
400 Convention St
Ste 400
Baton Rouge, LA 70802
US
Direct:
(225) 237-3100(225) 237-3100
Meet River Capitol Group
Senior Vice President, Financial Advisor, Portfolio Management Director, Insurance Planning Director, Lending Specialist
Phone:
(225) 237-3136(225) 237-3136
Clay Flournoy
First Vice President, Financial Advisor
Phone:
(225) 379-7542(225) 379-7542
Financial Advisor, Portfolio Manager, Financial Planning Specialist, Workplace Advisor - Equity Compensation
Maci Jackson
Financial Advisor, Financial Planning Specialist
Phone:
(225) 237-3155(225) 237-3155
Sonia M. Andrews
Senior Registered Associate
Phone:
(225) 237-3117(225) 237-3117
Natalie Koehl
Wealth Management Associate
Phone:
(225) 379-7552(225) 379-7552
About Steve Taylor
Steve Taylor is a Managing Director, Senior Portfolio Management Director, Alternatives Director, and Financial Advisor. He has over 30 years of wealth management experience and has spent his entire career at Morgan Stanley. Steve has been named as a Best-In-State advisor by Forbes magazine in 2019, 2020, 2021, 2022, 2023 and 2024.
Steve’s extensive experience advising clients is complemented by over 10 years of management experience. He has served as Branch Manager for multiple branches in Baton Rouge, overseeing as many as 50 employees.
To enhance his analytic capabilities and understanding of the capital markets, Steve has acquired multiple designations from renowned organizations. He is a Certified Financial Planner (CFP®), holds the Chartered Market Technician (CMT) designation, and earned the Certified Investment Management Analyst (CIMA®) designation, which entailed intensive course work at The Wharton School of Business. In addition, Steve completed a rigorous training program for the Portfolio Manager designation at Morgan Stanley and obtained the Alternative Investments Director designation. Steve earned a Bachelor of Science degree in Business and Master of Science degree in Finance-Investments from Louisiana State University.
Steve is a member of the Baton Rouge Rotary Club, the CMT Association, the Investment & Wealth Institute and attends St. Aloysius Catholic Church. He has served on the Parks and Planning Committee for BREC and as a volunteer for Junior Achievement. In his free time, he enjoys fishing, golf, reading and LSU sports.
2019, 2020, 2021, 2022, 2023 and 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022, 2023 and 2024.). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Steve’s extensive experience advising clients is complemented by over 10 years of management experience. He has served as Branch Manager for multiple branches in Baton Rouge, overseeing as many as 50 employees.
To enhance his analytic capabilities and understanding of the capital markets, Steve has acquired multiple designations from renowned organizations. He is a Certified Financial Planner (CFP®), holds the Chartered Market Technician (CMT) designation, and earned the Certified Investment Management Analyst (CIMA®) designation, which entailed intensive course work at The Wharton School of Business. In addition, Steve completed a rigorous training program for the Portfolio Manager designation at Morgan Stanley and obtained the Alternative Investments Director designation. Steve earned a Bachelor of Science degree in Business and Master of Science degree in Finance-Investments from Louisiana State University.
Steve is a member of the Baton Rouge Rotary Club, the CMT Association, the Investment & Wealth Institute and attends St. Aloysius Catholic Church. He has served on the Parks and Planning Committee for BREC and as a volunteer for Junior Achievement. In his free time, he enjoys fishing, golf, reading and LSU sports.
2019, 2020, 2021, 2022, 2023 and 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022, 2023 and 2024.). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: FL, ID, WY, NE, IA, CO, WA, MT, DC, AL, NM, HI, CA, UT, ME, AZ, AR, TX, TN, SC, OR, MS, MN, VA, NJ, MD, LA, KY, KS, IN, GA, NY, OK, OH, NC, MO, CT, RI, PA, NV, IL, MI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Angelique G. Manne
Angelique G. Manne is a Senior Vice President, Insurance Planning Director, and Lending Specialist. She joined Morgan Stanley in 2016 after spending the previous 14 years with J.P. Morgan. She is Life, Health, and Annuity Insurance licensed and holds a Certified Financial Planner™ designation.
Angelique began her career in finance in 2001 as a Commercial Banking Development Analyst at Bank One. She subsequently transitioned to financial services, accepting a role as a Private Banker. In 2005, Bank One and J.P. Morgan merged, giving Angelique the opportunity to focus on investing and financial planning as a Vice President and Investment Advisor. Angelique attended the University of Denver where she received a Bachelor of Arts in Mathematics and later earned a Master of Science in Finance and Master of Business Administration.
Angelique is deeply committed to giving back to the community and continues to be an active member through various organizations. She is the Chair of the Capital United Way Women's United and is a member of the Board of the Baton Rouge Symphony League. In addition, she is the Chairman of the Finance Committee at St. George Catholic Church and sits on the School Finance Committee at St. George Catholic Church. Angelique is also a member of the Finance Committee for St. Joseph's Academy. In 2019, Angelique founded the Woman's Advisory Council at Morgan Stanley and Chaired the Women's Advisory Committee from 2019-2024.
Angelique and her husband, Gamon, have lived in Baton Rouge since 2007. They enjoy watching their son play in golf tournaments and daughter in horse shows.
Angelique began her career in finance in 2001 as a Commercial Banking Development Analyst at Bank One. She subsequently transitioned to financial services, accepting a role as a Private Banker. In 2005, Bank One and J.P. Morgan merged, giving Angelique the opportunity to focus on investing and financial planning as a Vice President and Investment Advisor. Angelique attended the University of Denver where she received a Bachelor of Arts in Mathematics and later earned a Master of Science in Finance and Master of Business Administration.
Angelique is deeply committed to giving back to the community and continues to be an active member through various organizations. She is the Chair of the Capital United Way Women's United and is a member of the Board of the Baton Rouge Symphony League. In addition, she is the Chairman of the Finance Committee at St. George Catholic Church and sits on the School Finance Committee at St. George Catholic Church. Angelique is also a member of the Finance Committee for St. Joseph's Academy. In 2019, Angelique founded the Woman's Advisory Council at Morgan Stanley and Chaired the Women's Advisory Committee from 2019-2024.
Angelique and her husband, Gamon, have lived in Baton Rouge since 2007. They enjoy watching their son play in golf tournaments and daughter in horse shows.
Securities Agent: MO, GA, UT, TX, NC, TN, KY, AL, OR, MS, FL, CO, OK, AR, SC, LA, CA, IL, AZ, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 821707
NMLS#: 821707
About Clay Flournoy
Clay M Flournoy is a First Vice President and Financial Advisor. He has over 30 years of experience in finance and has been with Morgan Stanley since 2005.
For decades, Clay has helped guide families and individuals through their financial journey. By putting his clients first and sincerely caring about their future, he has developed a successful practice dedicated to building and enhancing long term relationships. Clay enjoys helping families and individuals succeed. One of his objectives is to deliver customized programs designed to preserve and grow wealth and simplify clients’ lives so they can focus on the people and passions that mean most to them.
Clay is dedicated to serving the community. He is a US Marine Corps Veteran and a volunteer with Hospice of Baton Rouge for the “We Honor Vets” pinning ceremony. In addition, he is a member of Kiwanis of Baton Rouge and a former Board Member and Chair for O'Brien House.
In his leisure hours, Clay cherishes spending time with his wife Kathy and two daughters and granddaughter. He also enjoys going to the gym and taking care of their two dogs and cat. Clay is a graduate of LSU Shreveport.
For decades, Clay has helped guide families and individuals through their financial journey. By putting his clients first and sincerely caring about their future, he has developed a successful practice dedicated to building and enhancing long term relationships. Clay enjoys helping families and individuals succeed. One of his objectives is to deliver customized programs designed to preserve and grow wealth and simplify clients’ lives so they can focus on the people and passions that mean most to them.
Clay is dedicated to serving the community. He is a US Marine Corps Veteran and a volunteer with Hospice of Baton Rouge for the “We Honor Vets” pinning ceremony. In addition, he is a member of Kiwanis of Baton Rouge and a former Board Member and Chair for O'Brien House.
In his leisure hours, Clay cherishes spending time with his wife Kathy and two daughters and granddaughter. He also enjoys going to the gym and taking care of their two dogs and cat. Clay is a graduate of LSU Shreveport.
Securities Agent: MO, MS, AZ, AR, OK, OH, NC, KS, CA, TX, SC, LA, KY, IL, HI, CT, CO, OR, NY, DC, TN, AL, VA, MN, GA, FL, SD, UT; General Securities Representative; Investment Advisor Representative
About Chris Mensi
Chris Mensi is a Financial Advisor, Financial Planning Specialist, and Portfolio Manager. He transitioned to Morgan Stanley in 2020 following a successful tenure in the educational non-profit sector. Chris was named to the firm’s prestigious Pacesetter Club in 2023 and 2024.
At Morgan Stanley, Chris utilizes a planning-based approach to wealth management. This begins with in-depth discussions of his client’s finances and goals, culminating with the delivery of a tailored financial plan for their unique needs. He pays special attention to philanthropic interests and assists individuals and organizations in structuring gifts in efficient and effective ways.
Chris spent 12 years as a non-profit fundraiser where he worked in every capacity from annual fund to major gifts. Additionally, he oversaw investment advisors and managed an endowment exceeding $10M. From 2016-2020 he was the Director of Development for the LSU Foundation where he helped build and launch the $1.5 billion Fierce for the Future Capital Campaign.
A graduate of Mississippi State University, Chris earned dual degrees in International Business, Economics and Spanish as well as his MBA. He served eight years in the US Coast Guard Reserve and was deployed during Operation Enduring Freedom in 2003.
Chris is married to his wife Megan, and they are blessed with three beautiful girls. He is an avid fisherman and woodworker and enjoys traveling and spending time outdoors with his family. Chris and his family attend Our Lady of Mercy Catholic Church where he is an active member of the Men of Mercy.
At Morgan Stanley, Chris utilizes a planning-based approach to wealth management. This begins with in-depth discussions of his client’s finances and goals, culminating with the delivery of a tailored financial plan for their unique needs. He pays special attention to philanthropic interests and assists individuals and organizations in structuring gifts in efficient and effective ways.
Chris spent 12 years as a non-profit fundraiser where he worked in every capacity from annual fund to major gifts. Additionally, he oversaw investment advisors and managed an endowment exceeding $10M. From 2016-2020 he was the Director of Development for the LSU Foundation where he helped build and launch the $1.5 billion Fierce for the Future Capital Campaign.
A graduate of Mississippi State University, Chris earned dual degrees in International Business, Economics and Spanish as well as his MBA. He served eight years in the US Coast Guard Reserve and was deployed during Operation Enduring Freedom in 2003.
Chris is married to his wife Megan, and they are blessed with three beautiful girls. He is an avid fisherman and woodworker and enjoys traveling and spending time outdoors with his family. Chris and his family attend Our Lady of Mercy Catholic Church where he is an active member of the Men of Mercy.
Securities Agent: MO, AL, VA, NY, CO, GA, AR, OK, DC, OR, TN, OH, UT, KY, NC, MD, KS, CT, IL, AZ, LA, HI, FL, CA, TX, SC, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 2097565
NMLS#: 2097565
About Maci Jackson
Maci Jackson is a Financial Advisor and holds a Financial Planning Specialist designation. She began her career at Morgan Stanley in 2022 and is a graduate of Louisiana State University where she earned a Bachelor’s degree in Finance.
Prior to joining the team, Maci was a Wealth Advisor Associate for the Louisiana/Mississippi complex. She partnered with Financial Advisors across the complex to help create personalized financial planning solutions for their clients. In addition, she became adept in Morgan Stanley’s vast digital resources and is incorporating them in the team’s offerings.
Maci is passionate over her role as a Financial Advisor. She gains great satisfaction in providing clients confidence through the generation of detailed plans for their financial future. Maci also enjoys helping families and individuals succeed. One of her objectives is to deliver customized programs designed to preserve and grow wealth and help simplify their lives so they can enjoy their retirement.
She is a Baton Rouge native. Prior to graduating from Louisiana State University, Maci attended The Dunham School in Baton Rouge. In her free time Maci enjoys LSU Sports, gardening, and playing pickle ball with friends.
Prior to joining the team, Maci was a Wealth Advisor Associate for the Louisiana/Mississippi complex. She partnered with Financial Advisors across the complex to help create personalized financial planning solutions for their clients. In addition, she became adept in Morgan Stanley’s vast digital resources and is incorporating them in the team’s offerings.
Maci is passionate over her role as a Financial Advisor. She gains great satisfaction in providing clients confidence through the generation of detailed plans for their financial future. Maci also enjoys helping families and individuals succeed. One of her objectives is to deliver customized programs designed to preserve and grow wealth and help simplify their lives so they can enjoy their retirement.
She is a Baton Rouge native. Prior to graduating from Louisiana State University, Maci attended The Dunham School in Baton Rouge. In her free time Maci enjoys LSU Sports, gardening, and playing pickle ball with friends.
Securities Agent: NE, NV, SC, WV, WA, UT, FL, ID, KY, MS, WY, WI, VT, VI, VA, TX, TN, SD, RI, PR, PA, OR, OK, OH, NY, NM, NJ, NH, ND, NC, MT, MO, MN, MI, ME, MD, MA, LA, KS, IN, IL, IA, HI, GA, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 2521281
NMLS#: 2521281
About Sonia M. Andrews
Sonia began with Morgan Stanley in 2000, where she obtained her General Securities Representative and General Securities Sales Supervisors’ licenses. Earlier in her career she served as part of the Management Team and is currently a Senior Registered Client Associate. Sonia strives to provide exceptional operational and administrative support for the team’s clients and understands that open communication and earned trust results in long-term relationships.
About Natalie Koehl
Natalie Koehl is a Portfolio Associate and has been with Morgan Stanley for over 20 years. Natalie works closely with clients to not only provide excellent client service, but to also help to make sure that they are on track to reach their financial goals and to make sure their portfolios are positioned properly. Natalie is a native of Baton Rouge and is married with two daughters. In her free time, Natalie enjoys watching her girls compete in Volleyball and taking trips to competitions for her daughters.
Contact Steve Taylor
Contact Angelique Manne
Contact Clay Flournoy
Contact Chris Mensi
Contact Maci Jackson
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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.
Ready to start a conversation? Contact River Capitol Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
