Max Duenner
Team Administrator
Phone:
(918) 744-4628(918) 744-4628
Robert Duenner
Executive Director, Wealth Management,
Wealth Advisor,
Senior Portfolio Manager
Direct:
(918) 586-7012(918) 586-7012
Toll-Free:
(800) 877-8651(800) 877-8651
My Mission Statement
Helping clients and families of substantial wealth simplify and manage their complex personal and financial lives.
Robert Duenner
My career in finance began on the floor of the New York Stock Exchange in the 1980s, and eventually took me to Lloyd’s of London overseas. When I returned to my hometown of Tulsa, OK, I knew I wanted to pursue a career helping individuals and families build their wealth as a financial advisor. That was 40 years ago, and I haven’t looked back since.
For 40 years I have been helping high-net-worth investors manage the complications that can arise in their financial lives. By developing comprehensive financial roadmaps for my clients, I help them navigate the nuances that come up when managing, preserving, and growing their wealth. My goal is to take the burden of these complexities off my clients’ hands so they can focus on the people, causes, and activities that enrich their lives.
I take the time to understand each client’s needs and design a plan to help them achieve their goals. A native of Tulsa, Oklahoma, I have strong roots in this community, and I am proud to work with many clients that call Tulsa home. From individuals and families, to small business owners and corporate executives, I have the knowledge and experience to understand the unique needs of a wide variety of investor profiles. Whether their goals are close at hand or in the distant future, I build customized portfolios tailored to the specific needs of each client. With my wealth of experience as a financial advisor, and the vast network of resources Morgan Stanley has to offer, I am confident my clients are in good hands.
Give me a call at 918-586-7012, or hit the Contact Me link at the top of the page, so we can begin paving the way towards your improved financial future.
For 40 years I have been helping high-net-worth investors manage the complications that can arise in their financial lives. By developing comprehensive financial roadmaps for my clients, I help them navigate the nuances that come up when managing, preserving, and growing their wealth. My goal is to take the burden of these complexities off my clients’ hands so they can focus on the people, causes, and activities that enrich their lives.
I take the time to understand each client’s needs and design a plan to help them achieve their goals. A native of Tulsa, Oklahoma, I have strong roots in this community, and I am proud to work with many clients that call Tulsa home. From individuals and families, to small business owners and corporate executives, I have the knowledge and experience to understand the unique needs of a wide variety of investor profiles. Whether their goals are close at hand or in the distant future, I build customized portfolios tailored to the specific needs of each client. With my wealth of experience as a financial advisor, and the vast network of resources Morgan Stanley has to offer, I am confident my clients are in good hands.
Give me a call at 918-586-7012, or hit the Contact Me link at the top of the page, so we can begin paving the way towards your improved financial future.
Securities Agent: UT, NE, MA, NY, ID, GA, CT, WI, WA, NC, KS, AR, OK, MO, MI, OR, CO, CA, FL, VA, TN, TX, HI, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1274686
NMLS#: 1274686
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
By combining experience, knowledge, and a vast network of resources, my team and I can support your goals at every one of life’s defining moments. While starting a business, changing careers, retiring, or even starting a family can present daunting financial situations, I have seen countless iterations of every one of these major events, and have helped clients create a roadmap to get where they want to be. My process starts by getting to know each client on a personal level and, as the relationship grows, I develop a clear understanding of their needs and objectives. Here are some of the of the clients I work with and how I can help.
High-Net-Worth Planning
High-net-worth individuals and families deal with a unique set of financial challenges and complexities. After seeing nearly every investing trend come and go, I have a fundamental belief in the long-term benefits of comprehensive planning. A detailed plan can only be effective when the client’s needs and circumstances are fully understood by the advisor. I'll work with you to develop a complete overview of your goals, especially as it relates to legacy planning and wealth conservation. Working closely with your tax and legal advisors, I'll help you address the unique challenges of significant wealth.
Business Owners
When starting a small business, it can feel like you need an army to get everything done. Success takes time and effort, but when you have the right team around you, that weight can be lifted off your shoulders. As a part of your team, I will bring the experience and knowledge needed to assist you with your personal or family finances while you run your business. At the same time, I'll provide prudent advice on your cash management needs, lending solutions, and succession planning for your business.
Corporate Executives
You have worked tirelessly to climb the corporate ladder or build your business, and now find yourself in the corner office running the show. You’ve achieved the pinnacle of success in your career, but this position also presents you with a convoluted network of financial decisions that require attention. From stock options to equity-based compensation, I understand the nuances of these situations and can provide the necessary guidance to diversify your portfolio and bring clarity to those difficult decisions.
Young Professionals
The journey towards substantial wealth often starts early, and there is no better way to begin than with a retirement roadmap. I work with young professionals and executives who plan to accumulate their wealth over the years – but the way those investments are managed can make the difference between achieving your goals, and falling short of them. Having an experienced financial advisor like myself in your corner from the start can help keep you on track towards your retirement dreams.
Financial Planning
The fundamental purpose of financial planning is to develop a strategy that helps clients meet their short and long-term financial goals. For some, that might mean building a customized portfolio to prepare for retirement, while for others, detailed estate planning strategies may be necessary to manage generational wealth. Whatever your needs and objectives, I can help you determine what your next step should be and develop a strategy to take action. Here are some of the financial planning solutions I can bring to the table.
Modern Financial Planning
You invest to achieve your dreams, so understanding exactly what those dreams are should be the first step of the investment process. After meeting with you to get a sense of your objectives, I use robust software tools like LifeView and our Goals Planning System (GPS) tool to help project potential outcomes and keep you on the right track. For retirement planning, wealth conservation, or even saving for that vacation home, my knowledge combined with our modern tools can help put you on the right path. Once set up, these programs link seamlessly to your Morgan Stanley Online account, allowing you to monitor progress along the way.
Learn More
Family Planning
Investing isn’t just about growing your portfolio. Tactical planning can help you invest for the wellbeing of your loved ones as well. 529 Plans can help enable you prepare for the increasing costs of education for your children or grandchildren, while establishing a plan for long-term care can help ensure the wellbeing of your parents and grandparents as they get older. I can help you prepare, not only for your future, but for the future of your family as well.
529 Plans for education savings
Estate Planning
Estate planning is often discussed but is frequently not acted upon. People tend to put things off when they seem to be in the distant future, but working with an attorney to create a personalized plan for your estate can help avoid probate and excessive taxes when passing wealth on to your heirs. At Morgan Stanley, we have access to the vast network of estate planning resources to help establish a coordinated approach, regardless of the complexity of your circumstance.*
*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. 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.
Estate Planning Questions to Consider*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. 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.
Recognition
Forbes Best-In-State Wealth Advisors 2024
In April, 2024, Robert was named to Forbes Best-In-State Wealth Advisors for the second consecutive year. Each year, their selection is made based on a host of criteria, including firm nomination, industry experience, client service, performance, and best practices.*
Full Forbes RankingsForbes Best-In-State Wealth Advisors 2023
Forbes has announced its 2023 rankings of the nation’s Best-In-State Wealth Advisors. Each year, their selection is made based on a host of criteria, including firm nomination, industry experience, client service, performance, and best practices. Robert Duenner has been ranked as the 13th top Wealth Advisor in the state of Oklahoma.**
Full Forbes RankingsBarron's Top 1200 Financial Advisors: State-by-State (2024)
Robert was ranked by Barron's as the top Morgan Stanley advisor in Tulsa, and 6th of all wealth advisors in Oklahoma. These rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors include: assets under management, revenue, regulatory record, quality of practice, and philanthropic work.***
Full Barron's Rankings
Disclosures
*Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
**Source: Barron's. Awarded March 2024. Data compiled by Barron's based on time period from Sept 2022 - Sept 2023.
***Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Awards Disclosures**Source: Barron's. Awarded March 2024. Data compiled by Barron's based on time period from Sept 2022 - Sept 2023.
***Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
Helping You Leave a Legacy that Transcends Generations
Managing your family’s wealth is about so much more than maximizing returns. We work with our clients and their families to plan for both the present and the future. Our goal is to get all generations involved and build a plan so that your hard earned wealth transcends generations and lasts long after you are gone. We help clients develop a strategy to make sure their children and grandchildren are taken care of. Whether this involves estate planning, insurance planning, or just taking a longer term outlook, we are here to guide you through this complicated process.
How We Help
- Creating a Comprehensive Financial Plan
- Long Term Investment Solutions
- Getting Your Heirs Involved
- College and Education Planning
- Insurance Planning
- Estate Planning
- Working with Your Estate Attorney
- Gifting Strategies
- Charitable Giving Strategies
- Alternative Investment Solutions
- Cash Management
- Working with Your CPA
Location
2200 S Utica Place
Suite 300
Tulsa, OK 74114
US
Direct:
(918) 586-7012(918) 586-7012
Toll-Free:
(800) 877-8651(800) 877-8651
Fax:
(918) 512-4735(918) 512-4735
Meet My Team
Jessica Corpening
Portfolio Associate
Phone:
(918) 744-4633(918) 744-4633
About Max Duenner
Securities Agent: MA, LA, KY, IA, CA, WI, TN, PR, OK, NY, NJ, KS, ID, DE, AK, MO, MN, HI, AZ, VT, VI, OH, ND, AL, WA, NE, MI, IN, FL, MT, IL, DC, WV, UT, OR, NV, ME, GA, VA, RI, NC, CO, PA, MD, CT, WY, SD, NM, NH, AR, TX, SC, MS; General Securities Representative; Investment Advisor Representative
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Jerry Luckett Jr.
Private Banker
Andrew Starkey, CFP®
Financial Planning Director, Assistant Vice President
Elizabeth Chand
Family Office Resources Generalist
About Jerry Luckett Jr.
Jerry Luckett Jr. is a Private Banker serving Morgan Stanley Wealth Management offices in Oklahoma, Missouri, and Kansas.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jerry began his career in financial services in 2020 and joined Morgan Stanley in 2022. Prior to joining the firm, he was a Senior District Consumer Banker at Webster Bank.
Jerry is a graduate of the Southern Connecticut State University, where he received a Bachelor of Arts in Interdisciplinary Studies and a Master of Science in Sports and Entertainment Management. He currently lives in Tulsa, Oklahoma with his wife Gabriela and their dog Zoe.
Jerry was a former professional basketball player in Europe, and an All-Conference basketball player for Southern Connecticut State University. Outside of the office, he enjoys playing basketball, lifting weights, and making music.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jerry began his career in financial services in 2020 and joined Morgan Stanley in 2022. Prior to joining the firm, he was a Senior District Consumer Banker at Webster Bank.
Jerry is a graduate of the Southern Connecticut State University, where he received a Bachelor of Arts in Interdisciplinary Studies and a Master of Science in Sports and Entertainment Management. He currently lives in Tulsa, Oklahoma with his wife Gabriela and their dog Zoe.
Jerry was a former professional basketball player in Europe, and an All-Conference basketball player for Southern Connecticut State University. Outside of the office, he enjoys playing basketball, lifting weights, and making music.
NMLS#: 2109945
About Andrew Starkey
Andrew Starkey is an Assistant Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management office in Chicago, Illinois. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Andrew began his career in financial services in 2017 and joined Morgan Stanley in 2021. Prior to his current position, he worked as a Wealth Management Associate at Morgan Stanley and a paraplanner in Minneapolis, Minnesota.
Andrew graduated from the University of St. Thomas and holds his CERTIFIED FINANCIAL PLANNER™ designation. Andrew moved to Chicago, Illinois in 2021 from Minneapolis, Minnesota, where he was born and raised. Outside of work, Andrew enjoys exploring Chicago with his wife and dog, traveling back to Minnesota and Colombia to visit with family, and playing basketball with his friends on the weekend.
Andrew began his career in financial services in 2017 and joined Morgan Stanley in 2021. Prior to his current position, he worked as a Wealth Management Associate at Morgan Stanley and a paraplanner in Minneapolis, Minnesota.
Andrew graduated from the University of St. Thomas and holds his CERTIFIED FINANCIAL PLANNER™ designation. Andrew moved to Chicago, Illinois in 2021 from Minneapolis, Minnesota, where he was born and raised. Outside of work, Andrew enjoys exploring Chicago with his wife and dog, traveling back to Minnesota and Colombia to visit with family, and playing basketball with his friends on the weekend.
About Elizabeth Chand
Elizabeth Chand leads the Family Office Resource Generalist team and also covers the Central Region. As a FOR Generalist Elizabeth provides specialized expertise to Financial Advisors and their UHNW clients, educating and advising across a broad spectrum of family wealth management concerns, including family legacy and governance, customized wealth education for the next generation, lifestyle advisory and concierge services, strategic estate and financial planning, and philanthropy management.
Most recently, Elizabeth worked with New York Life in their Advanced Planning Group. She worked with agents and their UHNW clients to advise them on issues of estate and legacy planning as well as business succession planning. Prior to New York Life she ran a boutique estate planning law firm in Southern California working with high net worth families and businesses. Her practice focused exclusively on trusts and estates, probate, trust administration and tax. She has over 15 years of experience as an attorney representing individuals and business clients in connection with the development and implementation of sophisticated estate planning strategies and techniques.
Elizabeth holds a Bachelor of Arts and Master of Science degrees from the University of Pennsylvania and her J.D. degree from Chapman University School of Law where she graduated Cum Laude. Elizabeth also holds her Series 7, 66 and 24 securities licenses. Elizabeth lives in the Dallas, TX area with her husband, four daughters and dog Zoe.
Most recently, Elizabeth worked with New York Life in their Advanced Planning Group. She worked with agents and their UHNW clients to advise them on issues of estate and legacy planning as well as business succession planning. Prior to New York Life she ran a boutique estate planning law firm in Southern California working with high net worth families and businesses. Her practice focused exclusively on trusts and estates, probate, trust administration and tax. She has over 15 years of experience as an attorney representing individuals and business clients in connection with the development and implementation of sophisticated estate planning strategies and techniques.
Elizabeth holds a Bachelor of Arts and Master of Science degrees from the University of Pennsylvania and her J.D. degree from Chapman University School of Law where she graduated Cum Laude. Elizabeth also holds her Series 7, 66 and 24 securities licenses. Elizabeth lives in the Dallas, TX area with her husband, four daughters and dog Zoe.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
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
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
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Robert Duenner today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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, charitable giving, philanthropic planning and other legal matters.
5Morgan 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, charitable giving, philanthropic planning and other legal matters.
6Morgan 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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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, charitable giving, philanthropic planning and other legal matters.
5Morgan 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, charitable giving, philanthropic planning and other legal matters.
6Morgan 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.
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), 3582895 (6/2024)
