Vanessa Schafer
CFP®, Financial Advisor, Global Sports and Entertainment Director, Associate Vice President, Wealth Management
Phone:
(310) 297-3770(310) 297-3770
Ryan Morrissey, CFP®, CIMA®
Financial Advisor,
Institutional Consultant,
Alternative Investments Director,
Government Entity Specialist,
Workplace Advisor - Equity Compensation,
Financial Planning Specialist,
CERTIFIED FINANCIAL PLANNER®,
Certified Investment Management Analyst
Direct:
(949) 717-5497(949) 717-5497
My Mission Statement
Delivering high quality service with a wide array of investment
solutions
solutions
My Story and Services
Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
- Sustainable InvestingFootnote1
- Financial PlanningFootnote2
- Wealth ManagementFootnote3
- Alternative InvestmentsFootnote4
- Retirement PlanningFootnote5
- 401(k) Rollovers
- Long Term Care InsuranceFootnote6
- Life InsuranceFootnote7
- Trust ServicesFootnote8
- Qualified Retirement PlansFootnote9
- Estate Planning StrategiesFootnote10
- Exchange Traded FundsFootnote11
- AnnuitiesFootnote12
Securities Agent: MI, VT, SD, NJ, NE, KS, FL, CA, NM, MD, MA, CO, AZ, NY, OR, OK, TX, TN, PA, MT, ME, DC, WY, SC, OH, NC, IN, IL, IA, HI, NV, MO, MN, DE, WI, WA, VA, GA, CT, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1803165
CA Insurance License #: 0M69924
NMLS#: 1803165
CA Insurance License #: 0M69924
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Client Experience
Our Value Proposition
THE CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Individuals certified by the CFP® Board have taken the extra step to demonstrate commitment and professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the CFP® professional’s ability in helping clients achieve their goals.
Education
The CFP® professional must develop theoretical and practical financial planning knowledge by completing 2 to 3 years of comprehensive coursework at an institution of higher learning approved by the CFP® Board. Once obtaining the CFP® trademark, their education does not stop, as continued education is part of the recertification process.
Experience
All CFP® professionals are required to complete several years of experience related to financial planning services prior to earning the right to use the CFP® trademarks.
Examination
The CFP® professional must pass the 7 hour comprehensive Certification Exam, which tests abilities to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance strategies.
Ethics
The CFP® professional is obligated to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence as outline in the CFP® Board’s Code of Ethics. The Rules of Conduct require the CFP® professional to put the client’s interest first at all times.
Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025.
Check back soon for details on upcoming events.
Location
800 Newport Center Dr.
Ste 500
Newport Beach, CA 92660
US
Direct:
(949) 717-5497(949) 717-5497
Meet My Team
Valerie Corradini, CIMA®
Financial Advisor, Senior Institutional Consultant
Phone:
(650) 496-4294(650) 496-4294
Lawrence Cane, CIMA®
Financial Advisor, Global Sports and Entertainment Director
Phone:
(310) 297-3766(310) 297-3766
Tim Skelly, CIMA®
Institutional Consulting Director, Managing Director, Wealth Management, Government Entity Specialist, Investing with Impact Director, Alternative Investments Director
Phone:
(949) 717-5324(949) 717-5324
Ellie Chizmarova, CFA
Financial Advisory, Vice President, Institutional Consultant, Alternative Investments Director, Investing with Impact Director, Government Entity Specialist
Phone:
(949) 717-5479(949) 717-5479
Brooke Crownover
Registered Client Service Associate
Phone:
(949) 717-5437(949) 717-5437
Nicholas Shaw
Institutional Consulting Analyst
Phone:
(949) 955-7502(949) 955-7502
About Vanessa Schafer
Vanessa Schafer has had various roles during her 16-year tenure at the firm. She collaborates with her team in crafting comprehensive wealth management plans for her clients. A CERTIFIED FINANCIAL PLANNER ™, her goal is to provide clients with the informed perspective needed to make sound decisions involving retirement, risk management, real estate, business liquidations, philanthropic aspirations, estate planning and tax efficient strategies.
Vanessa recently earned the elite title of Global Sports and Entertainment Associate Director for her extensive experience in working with sports and entertainment clients and their representatives. Vanessa’s bilingual fluency offers a superior level of care to clients whose native language is Spanish.
Vanessa received a B.A. in business with an emphasis on finance from Loyola Marymount University in Los Angeles, California. She was a member of the LMU Women’s Soccer Team and the Costa Rican National Women’s Soccer Team. Vanessa currently resides in Torrance, California, with her husband, daughter, and son. In her free time, she enjoys coaching her son’s AYSO team, swimming, beach volleyball and archery.
Vanessa recently earned the elite title of Global Sports and Entertainment Associate Director for her extensive experience in working with sports and entertainment clients and their representatives. Vanessa’s bilingual fluency offers a superior level of care to clients whose native language is Spanish.
Vanessa received a B.A. in business with an emphasis on finance from Loyola Marymount University in Los Angeles, California. She was a member of the LMU Women’s Soccer Team and the Costa Rican National Women’s Soccer Team. Vanessa currently resides in Torrance, California, with her husband, daughter, and son. In her free time, she enjoys coaching her son’s AYSO team, swimming, beach volleyball and archery.
Securities Agent: CO, AL, WY, WI, VT, VA, UT, OH, HI, DC, AZ, SD, RI, ND, MO, ME, IA, TX, NJ, MI, KS, NM, MA, SC, CT, TN, OK, NC, IN, OR, MT, FL, AR, NE, MN, MD, ID, GA, DE, PA, NY, IL, CA, WA, NV, NH, LA; General Securities Representative; Investment Advisor Representative; Managed Futures
CA Insurance License #: 0G40415
CA Insurance License #: 0G40415
About Valerie Corradini
Valerie Corradini is a Senior Institutional Consultant with the Graystone Palo Alto Group at Morgan Stanley, providing advisory and discretionary management of investment portfolios.
With over 30 years of experience, Valerie provides objective advice and global resources to help organizations address their most complex financial challenges and fulfill their mission. She brings personal commitment, intellectual curiosity, and analytical skills to enable trustees’ stewardship of foundations, endowments, family offices, hospitals, faith-based organizations and educational institutions.
Previously, Valerie has held senior leadership roles as the Managing Director and Head of iShares Private Client Group at BlackRock, Global Vice President of Human Resources at Visa, Head of Investment Consulting at Sutro & Co (acquired by RBC). She began her career in private wealth management at Sanford C. Bernstein & Co in New York City and in 1998 returned to her native California.
Passionate about women’s leadership, Valerie has served on the Board of the International Women’s Forum, leading its Northern California chapter as Board Treasurer, Vice President, and President. She has served as a volunteer with Women Unlimited, Inc. and is currently on the Dean’s Advisory Board of the Barton School of Business at Wichita State University.
Valerie has a BS in Business/Economics from University of California, Los Angeles (UCLA) and MBA from TRIUM, a consortium of NYU Stern, London School of Economics and HEC Paris. An avid traveler, wine collector and networker, Valerie lives in a suburb of San Francisco, California.
With over 30 years of experience, Valerie provides objective advice and global resources to help organizations address their most complex financial challenges and fulfill their mission. She brings personal commitment, intellectual curiosity, and analytical skills to enable trustees’ stewardship of foundations, endowments, family offices, hospitals, faith-based organizations and educational institutions.
Previously, Valerie has held senior leadership roles as the Managing Director and Head of iShares Private Client Group at BlackRock, Global Vice President of Human Resources at Visa, Head of Investment Consulting at Sutro & Co (acquired by RBC). She began her career in private wealth management at Sanford C. Bernstein & Co in New York City and in 1998 returned to her native California.
Passionate about women’s leadership, Valerie has served on the Board of the International Women’s Forum, leading its Northern California chapter as Board Treasurer, Vice President, and President. She has served as a volunteer with Women Unlimited, Inc. and is currently on the Dean’s Advisory Board of the Barton School of Business at Wichita State University.
Valerie has a BS in Business/Economics from University of California, Los Angeles (UCLA) and MBA from TRIUM, a consortium of NYU Stern, London School of Economics and HEC Paris. An avid traveler, wine collector and networker, Valerie lives in a suburb of San Francisco, California.
Securities Agent: VI, CA, TX, RI, NY, KY, IN, IA, AK, PA, OK, MT, MA, AL, WV, NC, ME, KS, GA, DC, WY, TN, SC, PR, OR, NM, NE, MS, MN, AZ, VT, NV, NH, HI, CT, WI, MI, MD, OH, MO, AR, WA, VA, UT, NJ, ND, LA, ID, DE, CO, FL, SD, IL; General Securities Representative; Investment Advisor Representative
About Lawrence Cane
Lawrence C. Cane is an Executive Director at Morgan Stanley Wealth Management with 38 years of investment experience, providing customized Investment advice for high-net-worth and ultra-high-net-worth individuals and families. Lawrence earned the elite title of Global Sports and Entertainment Director for his extensive experience in working with sports and entertainment clients and their representatives. Lawrence believes working alongside the client’s CPA and attorney provides extra insight in developing and delivering an all-encompassing financial plan.
A graduate of the University of California Los Angeles (UCLA), Lawrence earned his Certified Investment Management Analyst (CIMA) designation in 1997 through the Wharton School of Business.
Lawrence was a founding trustee of Vistamar High School in El Segundo and served as a Board member for 10 years. He also served on Vistamar’s Investment Committee.
A native Californian, Lawrence, the father of two grown children, lives in Manhattan Beach with his wife of 29 years, Tammy.
A graduate of the University of California Los Angeles (UCLA), Lawrence earned his Certified Investment Management Analyst (CIMA) designation in 1997 through the Wharton School of Business.
Lawrence was a founding trustee of Vistamar High School in El Segundo and served as a Board member for 10 years. He also served on Vistamar’s Investment Committee.
A native Californian, Lawrence, the father of two grown children, lives in Manhattan Beach with his wife of 29 years, Tammy.
Securities Agent: MN, CT, SC, DC, HI, WA, VT, ME, LA, AZ, SD, KS, WI, NV, NM, NE, NC, ID, IA, GA, CO, UT, TN, PA, NY, NJ, NH, MD, DE, MO, MA, CA, TX, OH, MI, WY, VA, OR, ND, FL, IN, IL; General Securities Representative; Investment Advisor Representative
About Tim Skelly
Tim Skelly is the Managing Director, Institutional Consulting Director and founding partner of The Palo Alto Group at Morgan Stanley, a highly skilled team of institutional and wealth management consultants with offices in Palo Alto and Newport Beach, CA. The Group is also a distinguished member of Graystone Consulting, a recognized leader in institutional consulting services.
With more than 38 years of investment experience, Tim is the Head of Portfolio Strategy for The Palo Alto Group, as well as the Lead Investment Officer on institutional relationships in both an advisory and discretionary role. He is the Practice Lead for Foundations, Endowments, Family Offices, Corporate Plans, Government Entities, Hospitals & Healthcare, Educational Institutions and other nonprofits. One of Tim’s strengths as an Managing Director is his ability to look at an organization holistically with a focus on its investment reserves, retirement plan and financial wellness at the enterprise level.
Tim gravitated to the institutional arena after working in the financial services industry at the start of his career. He made an intentional decision to pivot from a job in financial services to a career of passion. Foundations, Endowments, Faith-based and Nonprofit organizations appealed to him both personally and professionally. Today, Tim combines his desire to help and teach others with a commitment to service, innovation and intellectual opportunity, what he refers to as the “triple bottom line.” He loves being part of an industry where he can utilize his creative and analytical strengths to guide and help all types of organizations, while remaining true to his core values of kindness, curiosity and excellence.
A graduate of the University of California Los Angeles (UCLA), Tim has remained committed to professional development throughout his career, earning his Certified Investment Management Analyst® (CIMA®) designation and Investment Strategist certification from the Wharton School of Business in 1997. He has also earned an impressive set of credentials from Morgan Stanley that include Government Entity Specialist, Investing with Impact Director, International Wealth Advisor, Alternative Investments Director and Financial Wellness Director. These certifications demonstrate Tim’s ongoing commitment to serving the specialized needs of institutions, government agencies and corporations.
Over the years, Tim has received numerous distinctions and professional accolades. He was named to both the Barron’s Top 50 Institutional Consulting Teams List and the Forbes Best in State List in 2019-2024. In 2006, Tim was awarded the Harry Irvine Award at Morgan Stanley. This honor is presented to the Financial Advisor who “demonstrates the highest ethics and the greatest commitment to assuring that his/her clients continue to achieve their long-term goals.” In 2014, he was the recipient of the Tom Gorman Award by the Association of Professional Investment Consultants in recognition of his leadership, advocacy, sharing, and innovation.
With more than 38 years of investment experience, Tim is the Head of Portfolio Strategy for The Palo Alto Group, as well as the Lead Investment Officer on institutional relationships in both an advisory and discretionary role. He is the Practice Lead for Foundations, Endowments, Family Offices, Corporate Plans, Government Entities, Hospitals & Healthcare, Educational Institutions and other nonprofits. One of Tim’s strengths as an Managing Director is his ability to look at an organization holistically with a focus on its investment reserves, retirement plan and financial wellness at the enterprise level.
Tim gravitated to the institutional arena after working in the financial services industry at the start of his career. He made an intentional decision to pivot from a job in financial services to a career of passion. Foundations, Endowments, Faith-based and Nonprofit organizations appealed to him both personally and professionally. Today, Tim combines his desire to help and teach others with a commitment to service, innovation and intellectual opportunity, what he refers to as the “triple bottom line.” He loves being part of an industry where he can utilize his creative and analytical strengths to guide and help all types of organizations, while remaining true to his core values of kindness, curiosity and excellence.
A graduate of the University of California Los Angeles (UCLA), Tim has remained committed to professional development throughout his career, earning his Certified Investment Management Analyst® (CIMA®) designation and Investment Strategist certification from the Wharton School of Business in 1997. He has also earned an impressive set of credentials from Morgan Stanley that include Government Entity Specialist, Investing with Impact Director, International Wealth Advisor, Alternative Investments Director and Financial Wellness Director. These certifications demonstrate Tim’s ongoing commitment to serving the specialized needs of institutions, government agencies and corporations.
Over the years, Tim has received numerous distinctions and professional accolades. He was named to both the Barron’s Top 50 Institutional Consulting Teams List and the Forbes Best in State List in 2019-2024. In 2006, Tim was awarded the Harry Irvine Award at Morgan Stanley. This honor is presented to the Financial Advisor who “demonstrates the highest ethics and the greatest commitment to assuring that his/her clients continue to achieve their long-term goals.” In 2014, he was the recipient of the Tom Gorman Award by the Association of Professional Investment Consultants in recognition of his leadership, advocacy, sharing, and innovation.
Securities Agent: MO, ND, NM, UT, WY, WI, SC, DE, KS, IA, WV, WA, VT, VA, TX, TN, SD, RI, PA, OR, OK, OH, NY, NV, NJ, NH, NE, NC, MT, MS, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, HI, GA, FL, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
CA Insurance License #: 0A82529
CA Insurance License #: 0A82529
About Ellie Chizmarova
Ellie is an Institutional Consultant and Chartered Financial Analyst® (CFA®) at Graystone Consulting, the institutional consulting division of Morgan Stanley. With more than 20 years of industry experience, Ellie is a critical member of Graystone’s Palo Alto Group, which consists of over 30 investment professionals and has offices in Palo Alto and Newport Beach. As Co-Head of Portfolio Construction and Head of Investment Manager Research for the Group, Ellie is responsible for portfolio analysis and construction, investment manager research and project management.
Born and raised in Russe, Bulgaria, Ellie earned her double degree in Business Administration and History from The American University in Bulgaria before moving to the United States in 1997 to attend graduate school at Pepperdine University. While earning her MBA there, she began working with Tim Skelly at what was then Smith Barney Consulting (a predecessor firm of Morgan Stanley), first as an intern and then full-time.
When Tim moved to the San Francisco Bay area in 2001, Ellie expanded her investment consulting and research skills by working at both Metropolitan West Capital Management and Beacon Pointe Advisors, respectively. In 2018, her professional life came full circle when she rejoined Tim Skelly at Graystone Consulting as an Institutional Consultant. Today, she enjoys utilizing her various investment management and research skills to help the team’s institutional clients achieve their goals and support their ongoing missions. For Ellie, solving problems for clients provides great satisfaction personally and professionally.
Ellie also considers herself a lifelong learner. With a thirst for knowledge for herself, her clients and her colleagues, she is committed to ongoing professional development. Over the course of her career, Ellie has graduated from the Riordan Volunteer Leadership Development Program (1999), completed the CFA program (2004), and has earned the following designations at Morgan Stanley: Alternative Investments Director (2019), Government Entity Specialist (2019) and Investment with Impact Director (2021). Ellie is a member of the CFA Institute and its Orange County Chapter.
Born and raised in Russe, Bulgaria, Ellie earned her double degree in Business Administration and History from The American University in Bulgaria before moving to the United States in 1997 to attend graduate school at Pepperdine University. While earning her MBA there, she began working with Tim Skelly at what was then Smith Barney Consulting (a predecessor firm of Morgan Stanley), first as an intern and then full-time.
When Tim moved to the San Francisco Bay area in 2001, Ellie expanded her investment consulting and research skills by working at both Metropolitan West Capital Management and Beacon Pointe Advisors, respectively. In 2018, her professional life came full circle when she rejoined Tim Skelly at Graystone Consulting as an Institutional Consultant. Today, she enjoys utilizing her various investment management and research skills to help the team’s institutional clients achieve their goals and support their ongoing missions. For Ellie, solving problems for clients provides great satisfaction personally and professionally.
Ellie also considers herself a lifelong learner. With a thirst for knowledge for herself, her clients and her colleagues, she is committed to ongoing professional development. Over the course of her career, Ellie has graduated from the Riordan Volunteer Leadership Development Program (1999), completed the CFA program (2004), and has earned the following designations at Morgan Stanley: Alternative Investments Director (2019), Government Entity Specialist (2019) and Investment with Impact Director (2021). Ellie is a member of the CFA Institute and its Orange County Chapter.
Securities Agent: HI, FL, VT, KS, TN, NJ, NH, MD, IN, IL, AZ, VA, SC, MI, UT, TX, SD, OR, NV, MA, DE, WA, OH, MO, GA, WI, NM, IA, DC, CT, WY, NY, NE, NC, CA, MN, ME, CO, PA; General Securities Representative; Investment Advisor Representative
About Brooke Crownover
Brooke Crownover originally joined Morgan Stanley in 2021 with Team Global based out of New York City. Prior to joining the firm, she was an international flight attendant and spent most of her tenure traveling in Europe. Brooke is originally from Houston, TX and currently resides in Irvine, CA. Brooke enjoys traveling, surfing, hiking, and exploring California.
About Nicholas Shaw
Nick Shaw is an Assistant Vice President, Institutional Consulting Analyst with Graystone Consulting – The Palo Alto Group. He brings 8 years of experience in the financial services industry, three of which were spent with Morgan Stanley’s Institutional Infrastructure Solutions team in Tempe, AZ. While at IIS, he was able to gain knowledge of the OCIO and Family Office business models.
Nick graduated Magna Cum Laude from Arizona State University’s Walter Cronkite School of Journalism with a related area in Economics. Outside of work, he loves spending time with his wife Kathryn and two children, Caroline, and Tanner. He is also an avid Arizona State fan and enjoys most professional sports.
Nick graduated Magna Cum Laude from Arizona State University’s Walter Cronkite School of Journalism with a related area in Economics. Outside of work, he loves spending time with his wife Kathryn and two children, Caroline, and Tanner. He is also an avid Arizona State fan and enjoys most professional sports.
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
Kyle Miller
Private Banker
Clint Eddy
Family Office Resource Generalist
About Kyle Miller
Kyle Miller is a Senior Private Banker serving Morgan Stanley Wealth Management offices in California.
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.
Kyle began his career in financial services in 2005, and joined Morgan Stanley in 2011 as an Associate Private Banker. Prior to joining the firm, he was a Senior Banker at U.S. Bank. He also spent time early in his career
with the Denver Broncos.
Kyle is a graduate of the University of Colorado at Boulder, where he received a Bachelor of Science in Marketing and Finance, and San Diego State University, where he received his MBA in Business Administration. He lives in Dana Point, California with his wife and two daughters. Outside of the office, Kyle enjoys skiing, playing golf and volunteering in the community.
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.
Kyle began his career in financial services in 2005, and joined Morgan Stanley in 2011 as an Associate Private Banker. Prior to joining the firm, he was a Senior Banker at U.S. Bank. He also spent time early in his career
with the Denver Broncos.
Kyle is a graduate of the University of Colorado at Boulder, where he received a Bachelor of Science in Marketing and Finance, and San Diego State University, where he received his MBA in Business Administration. He lives in Dana Point, California with his wife and two daughters. Outside of the office, Kyle enjoys skiing, playing golf and volunteering in the community.
NMLS#: 798374
About Clint Eddy
Clint Eddy is an Executive Director with the Family Office Resources (FOR) team at Morgan Stanley. As a Generalist with FOR he helps clients and Advisors curate and navigate an expansive suite of highly specialized resources to address the complex, multifaceted challenges of managing significant wealth so clients may make complicated decisions confidently.
Prior to joining Morgan Stanley in 2022, Clint was a Wealth Strategist at Merrill Lynch for over 15 years. Clint also practiced tax and business law at the law firm of Fox Rothschild for over six years. He was a member of the firm’s Estate Planning and Tax and Corporate Transactions groups. Clint is a member of Washington State Bar Association (WSBA) and is actively involved in the WSBA’s Real Property, Probate and Trust section. He is the co-author of the Washington Partnership and Limited Liability Company Deskbook and was named a “Rising Star” by Washington Law and Politics magazine.
Clint received his Master of Laws in Taxation from the University of Washington School of Law, his Juris Doctor from the University of Oregon School of Law, and his Bachelor of Arts from the University of Washington. He is Series 7 and 66 licensed.
Outside of work Clint is an avid, but admittedly, pretty awful skier. He and his fiancé live in Seattle with their 10 year old Boston Terrier named Annie.
Prior to joining Morgan Stanley in 2022, Clint was a Wealth Strategist at Merrill Lynch for over 15 years. Clint also practiced tax and business law at the law firm of Fox Rothschild for over six years. He was a member of the firm’s Estate Planning and Tax and Corporate Transactions groups. Clint is a member of Washington State Bar Association (WSBA) and is actively involved in the WSBA’s Real Property, Probate and Trust section. He is the co-author of the Washington Partnership and Limited Liability Company Deskbook and was named a “Rising Star” by Washington Law and Politics magazine.
Clint received his Master of Laws in Taxation from the University of Washington School of Law, his Juris Doctor from the University of Oregon School of Law, and his Bachelor of Arts from the University of Washington. He is Series 7 and 66 licensed.
Outside of work Clint is an avid, but admittedly, pretty awful skier. He and his fiancé live in Seattle with their 10 year old Boston Terrier named Annie.
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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
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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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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
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 Ryan Morrissey today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Alternative 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
9When 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.
10Morgan 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.
11An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
12Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Alternative 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
9When 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.
10Morgan 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.
11An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
12Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
