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.
Contact Details
  • Email: Scott.Litner@morganstanley.com
  • Direct: +1 (212) 230-3534
Services Include
Securities Agent: NY, NJ, CO, FL, RI, WY, WI, MI, MA, IA, MT, MO, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1408414
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About Scott Litner

Scott Litner has over 25 years of financial services experience. He is currently an Executive Director, Financial Advisor, and Director of Global Sports and the Entertainment at Morgan Stanley Private Wealth Management. Prior to joining Morgan Stanley, he served as a Managing Director and Head of Business Development at Taurus Asset Management where he worked closely with professional hockey players. Before Taurus, Scott was a Managing Director at Bank of America, where he led a team that worked with executives, money managers, private equity principals, professional athletes, and high\-net\-worth families.

Scott spent 17 years working in Institutional Equity Sales. He was a Managing Director and Head of New York Institutional Equity Sales at Nomura Securities; Managing Director at Lazard Capital Markets; Managing Director at Shumway Capital Partners; Managing Director at Bear Stearns; Executive Director at JP Morgan; and Senior Associate at Lehman Brothers.

Scott holds a B.A. in International Relations with an emphasis in Economics from The University of Wisconsin at Madison. In 2016, he helped create and launch the University's "Badgers in Finance" alumni network to mentor and assist students to obtain summer internships and full\-time positions with financial services firms in New York City.

Scott is very involved in raising money for spinal cord related charities. For the past eight years, he's hosted the Travis Roy Hockey Classic, an annual charity hockey game at Madison Square Garden that's raised over $1.7 mil for those who have been impacted by spinal cord injuries.

He lives in New York City with his three sons.

World Class Advice for Sports Business Professionals, Athletes and Entertainers

As a Morgan Stanley Global Sports & Entertainment Director, our team is dedicated to provide advanced education and resources to address the career and financial complexities of veteran and emerging talent.

Morgan Stanley Global Sports & Entertainment is a highly specialized wealth management division, dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals in the sports and entertainment industry. Our access to premier programming, division support and dedicated consultants allows us to deliver a custom experience to our clients. Check out the below resources to learn more about the capabilities of our team.

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    Morgan Stanley Global Sports and Entertainment Overview

    There's no limit to your potential—during your career and beyond. Morgan Stanley Global Sports & Entertainment (GSE) pairs advanced experience in your complex industry with the global resources of a top-tier firm to help you achieve financial independence today and a legacy of greatness tomorrow.

    Learn More
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    Protecting Your Star Power: Insights for the Sports and Entertainment Industry.

    Explore perspectives from our global team of industry specialists to help you navigate your career and craft your legacy. This groundbreaking series is designed for today's and tomorrow's top industry talent and decision-makers, offering powerful insights from subject matter experts. Each episode is real, accessible, and to the point — tackling all the "what if" insurance scenarios that keep our clients up at night.

    GSE Insights: Thinking Bigger. Changing the Game.
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    Forging a Legacy

    Legends are not born overnight: they are crafted by hard work, innovation and resilience. As we proudly approach a remarkable decade in the business, Morgan Stanley Global Sports & Entertainment (GSE) is thrilled to unveil a new brand video that celebrates the heart and soul of our journey, as pioneers in the dynamic sports and entertainment industry.

    What's Your Legacy?
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    Name, Image, and Likeness (NIL)

    NCAA college athletes now have the opportunity to benefit from their name, image and likeness. Understanding the rules in addition to practicing good financial fitness will be essential to setting up your future.

    Learn More
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    Money in the Making

    Your dream. Our team. Find out how Morgan Stanley Global Sports & Entertainment can help you create a plan for your financial future.

    Your Dream, Our Team
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    The Path From Athlete to Entrepreneur

    Many athletes think about their careers after sports, with some choosing to become entrepreneurs. Learn how a trusted Financial Advisor can help plan for success.

    Learn More
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    Planning For The Unexpected: Financial Tips for Unpredictable Careers

    In today's high-stakes world of sports and entertainment, athletes and entertainers' careers can often have their ups and down, all the more reason to plan ahead for a financially stable future. Here's how.

    Learn More
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    Navigating Financial Challenges and Finding Solutions for Artists 
and Creators

    Successful artists and content creators—including musicians, influencers, writers and other creative professionals—can struggle with a unique set of career obstacles.

    Learn More
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    Equity for Endorsement? What to Know

    Star athletes and entertainers have been inking endorsement deals that include equity compensation. Here's what to consider when determining whether this approach makes sense for you.

    Learn More
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    Making it to Draft Day

    The journey to becoming a professional athlete is life-changing–and there are inherent challenges along the way.

    Learn More
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    Managing Your Cybersecurity Like a Pro

    While you might want to emulate an all-star player on the field, it's just as important to handle your cybersecurity like a seasoned professional.

    Learn More

ENJOY LIFE THE WAY YOU ENVISIONED IT

Our client focus process consists of a multi-step deep understanding of our clients' and their particular needs. We are committed to building relationships that inspire a level of confidence from our clients.

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    Step 1 - Discovery Process

    Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

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    Step 2 - Formulation of Tax, Trust and Estate Strategy

    Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

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    Step 3 - Creation of Customized Strategic Asset Allocation

    Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

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    Step 4 - Integration of Tactical Asset Allocation

    Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

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    Step 5 - Implementation of a Customized Wealth Strategy

    After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

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    Step 6 - Ongoing Assessment

    In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Client Resources

Morgan Stanley provides clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
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    Managing Significant Wealth
    Expect custom advice, a personalized approach, and first-class service from your Morgan Stanley Private Wealth Management team. Our goal is to preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
    Watch Here
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    Private Wealth Management
    With exceptional wealth comes exceptional complexity. Morgan Stanley Private Wealth Management combines the vast resources of a trusted global financial services firm with the individualized services of an investment boutique for a hands-on tailored approach to help families, foundations and individuals manage the multiple facets —and legacy—of their wealth.
    Learn More
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    The Basics of Estate Planning
    Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
    Watch Here
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    Estate Planning Essentials: 7 Key Steps
    Creating an estate plan can help protect your wealth and prevent hardship for your heirs. Learn 7 key steps to creating your estate plan.
    Learn More
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    Thoughts On The Market: Podcast
    With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment officer & Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
    Latest Episode
    eDelivery - (photo) - DO NOT EDIT CONTENT - MUST USE AS IS
    eDelivery
    Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
    Enroll Today
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    Incoming Wire Transfer
    The following document outlines instructions for incoming wire transfers to fun Morgan Stanley accounts (US Dollar only).
    Instructions
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    Reserved Living & Giving
    Reserved Living & Giving is a complimentary loyalty program available to high net-worth clients, that can help them save time and money on travel, gifts, automobiles and more.
    Learn More
    Total Tax 365 (photo) - DO NOT EDIT CONTENT - MUST USE AS IS
    Total Tax 365
    Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
    Learn More
    Financial Planning - (photo) - DO NOT EDIT CONTENT - MUST USE AS IS
    Financial Planning
    Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
    Morgan Stanley Goals-Based Wealth Management
    Morgan Stanley Online (photo) - DO NOT EDIT CONTENT - MUST USE AS IS
    Morgan Stanley Online
    Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
    Register for Morgan Stanley Online Today
    Security Center (photo) - DO NOT EDIT CONTENT - MUST USE AS IS
    Security Center
    Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
    Visit our Security Center
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    Secure Act 2.0
    Congress passed the SECURE 2.0 Act of 2022, which was signed into law by President Biden on December 29, 2022. SECURE 2.0 is a significant piece of retirement legislation that is intended to make it easier for businesses to offer retirement plans and for individuals to save for retirement. It contains over 90 retirement-related provisions with varying effective dates that build upon, modify, or otherwise impact the Setting Every Community Up for Retirement Enhancement Act previously enacted in December 2019, as well as certain sections of the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986.
    Learn More

Location

55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 230-3534(212) 230-3534

Meet My Team

About Scott Litner

Scott Litner has over 25 years of financial services experience. He is currently an Executive Director, Financial Advisor, and Director of Global Sports and the Entertainment at Morgan Stanley Private Wealth Management. Prior to joining Morgan Stanley, he served as a Managing Director and Head of Business Development at Taurus Asset Management where he worked closely with professional hockey players. Before Taurus, Scott was a Managing Director at Bank of America, where he led a team that worked with executives, money managers, private equity principals, professional athletes, and high-net-worth families.

Scott spent 17 years working in Institutional Equity Sales. He was a Managing Director and Head of New York Institutional Equity Sales at Nomura Securities; Managing Director at Lazard Capital Markets; Managing Director at Shumway Capital Partners; Managing Director at Bear Stearns; Executive Director at JP Morgan; and Senior Associate at Lehman Brothers.

Scott holds a B.A. in International Relations with an emphasis in Economics from The University of Wisconsin at Madison. In 2016, he helped create and launch the University's "Badgers in Finance" alumni network to mentor and assist students to obtain summer internships and full-time positions with financial services firms in New York City.

Scott is very involved in raising money for spinal cord related charities. For the past eight years, he's hosted the Travis Roy Hockey Classic, an annual charity hockey game at Madison Square Garden that's raised over $1.7 mil for those who have been impacted by spinal cord injuries.

He lives in New York City with his three sons.
Securities Agent: NY, NJ, CO, FL, RI, WY, WI, MI, MA, IA, MT, MO, TX; General Securities Representative; Investment Advisor Representative

About Seth Coren

Seth Coren has been at Morgan Stanley for 27 years, and has earned the titles of Managing Director, Private Wealth Advisor, as well as Family Wealth Director. Seth is the leading Private Wealth Advisor on a team of professionals who advises both private clients and institutions. The private wealth team has decades of experience advising those of significant financial means address the complex challenges of managing their wealth. The team is strategically focused on the intersection of Wealth Management and the Workplace, working closely with team Institutional Consulting lead, Todd Gutkin, to design executive engagement programs to help deliver elevated MSWM educational content, support, and resources to our corporate clients.

Seth and team have received numerous national recognitions for their achievements, including Forbes and Barron’s. In recognition of his experience, Seth has frequently been invited to share his perspectives on wealth management topics with both Morgan Stanley colleagues and industry peers. The team includes five CFP® professionals, two CFA charter holders, two Corporate Retirement Directors, and four Chartered Retirement Plan Specialists.

In recent years, Seth has reconnected with his passion for bridging Japan and US relations, leaning into the Strategic Alliance between Morgan Stanley and Mitsubishi UFJ Financial Group (MUFG) MUFG and Morgan Stanley Enhance Global Strategic Alliance | Morgan Stanley. Since 2017, he has represented Morgan Stanley Wealth Management at six education sessions in Japan for Financial Advisors at Morgan Stanley affiliates. Seth’s experience in Japan has created a rare niche for team in the Japanese client segment, with bilingual/bicultural support for Morgan Stanley’s full offering to both Private Wealth and corporate clients. The team includes three Japanese speakers.

Seth holds a B.A. from Duke University in Comparative Area Studies and a minor in Japanese. He played two years of club baseball at Duke and participated in three NCAA wrestling matches in Cameron Indoor Stadium.

Seth served as President of PSLL-NYC from 2017-2023, offering year-round baseball and softball programming to over 600 children on the East Side of Manhattan-- a community institution since 1956. In 2021, Seth was recognized for his stewardship by industry non-profit Invest in Others, Inc., specifically for his significant expansion of girls’ softball programming and dedication to Little League’s Challenger Division, for participants of all abilities.

In New York, he frequently represents Morgan Stanley at Japan Society, the nation’s premier institution for connecting Japanese arts, culture, and business to a US audience. The 2025 ‘Summer of Ichiro’ created unique opportunities to highlight baseball as a critical force in US-Japan diplomacy, culminating with the launch of the Yakyu Baseball exhibit in Cooperstown, NY at the National Baseball Hall of Fame and Museum. As a proud supporter of the exhibit, Seth is (temporarily) ‘enshrined’ near Babe Ruth at the exhibit.


2018-2025 Forbes Best-in-State Wealth Advisors
Source: Forbes.com (Awarded 2018-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

https://www.morganstanley.com/disclosures/awards-disclosure.html

Securities Agent: MT, IL, IA, AK, NJ, NC, MO, MI, KS, IN, AZ, WI, SC, ME, VA, ND, LA, FL, DC, CO, MN, MD, DE, CT, VT, TX, NV, HI, GA, UT, OH, MA, WV, RI, OR, KY, PA, NY, CA, AL, SD, NH, WY, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1253066
CA Insurance License #: 0G54915

About Scott Coren

Scott joined Morgan Stanley in 2012. He has 23 years of experience in the financial services industry having worked on both the buy- and sell- sides of Wall Street as an equity analyst and investor.

Scott leads The Intersect 360 Group’s investment team. He is responsible for security and manager research and selection, as well as portfolio and risk management.

Prior to joining Morgan Stanley, Scott worked as an equity analyst at Millennium Management LLC, a global investment management company. Before that he spent four years at Endeavour Capital Advisors, a long/short equity financial services sector fund, where he was responsible for the firm’s bank research and investments. Scott spent the first part of his career as a Managing Director and analyst in the equity research department of Bear Stearns & Co. Inc. He graduated from the University of Michigan in 1995 with a Bachelor of Business Administration degree. Scott is a CFA charterholder since 2000.

Securities Agent: AL, MN, RI, NC, AZ, WY, NV, KY, IL, HI, FL, VA, UT, TN, SC, OR, MI, MD, MA, CO, CA, VT, SD, PA, NY, IN, GA, WV, OH, NJ, ND, KS, IA, DC, WA, MO, ME, AK, WI, TX, NH, DE, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1272872
Securities Agent: AL, MN, RI, NC, AZ, WY, NV, KY, IL, HI, FL, VA, UT, TN, SC, OR, MI, MD, MA, CO, CA, VT, SD, PA, NY, IN, GA, WV, OH, NJ, ND, KS, IA, DC, WA, MO, ME, AK, WI, TX, NH, DE, CT; General Securities Representative; Investment Advisor Representative
CA Insurance License #: 4148469

About Kevin Oakes

Kevin joined Morgan Stanley in 2019 after five years at Merrill Lynch. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®)* and has 10+ years of experience in the Wealth Management industry.

Kevin is a Financial Planning Specialist*, Charted Retirement Planning Counselor (CRPCÂŽ)*, Chartered Retirement Plans Specialist (CRPSÂŽ)*, and supports the team as a relationship manager and financial planner.

He graduated from Rutgers University in 2014 with a Bachelor’s degree in Economics and currently resides in New Jersey with his wife and daughter. They enjoy traveling, skiing, and spending time at the Jersey Shore with their families.

*This role cannot solicit or provide investment advice

About Michael C. Ganley

Michael is a Wealth Management Associate at Morgan Stanley. He joined the firm in 2010 and brings over 15 years of wealth management experience to the team. Michael earned his CERTIFIED FINANCIAL PLANNER™ certification* in 2017. He has worked in several areas within wealth management at Morgan Stanley including Institutional Investment Consulting, Financial Planning, and the Advisory sales desk.

Michael is responsible for supporting the team with financial planning, investment manager and fund analysis, performance reporting, and cultivating meaningful relationships with both clients and employees of the firm.

Michael is a graduate of Fairfield University with a degree in Finance and a minor in Mathematics. He currently resides in Morris Plains, NJ with his wife and daughter and enjoys traveling, playing golf, and fitness.

*This role cannot solicit or provide investment advice

About Christian Wennes

Christian joined Morgan Stanley in 2022 as Client Service Associate. Originally from Los Angeles, he graduated from the University of Southern California in 2022 with a Bachelor of Science degree in Business Administration and an emphasis in Finance. Christian holds Series 7 and Series 66 licenses, and is now a Registered Client Service Associate.

Christian moved to the East Coast in 2022, and currently resides in Manhattan. He enjoys spending time with family and friends, playing golf, skiing, and cheering on his USC Trojans!

About Tyler Kay

Tyler began his career with Morgan Stanley in 2023 and joined The Intersect 360 Group in 2025 as a Wealth Management Analyst, focusing on business and investment strategy. He started his professional journey in the Morgan Stanley Wealth Management Rotational Analyst Program, gaining valuable experience with the Portfolio Construction and Cross Asset Strategy Team in the Global Investment Office, as well as the Field and Client Business Development team in Investment Solutions. After completing his final rotation with The Intersect 360 Group, Tyler found his full-time role there.

Before joining Morgan Stanley, Tyler graduated from the University of Wisconsin-Madison with a major in Economics and a certificate in Digital Studies. He currently resides in Manhattan, where he enjoys spending time with family and friends, playing sports such as hockey and golf, and supporting his favorite New York sports teams—the Rangers, Jets, Knicks, and Yankees—as well as the Wisconsin Badgers.

About Shatavia Milton

Shatavia joined Morgan Stanley in 2005 and brings over 20 years of experience to the team. She began her career as a Service Associate in Branch Operations. Her responsibilities on the team include administrative, operational and issue support resolution.

She attended Macon State College and is the proud mother of her daughter Myeh. Her hobbies include spending time with family, traveling and photography.
Wealth Management
From My Desk

Summer Travel Prepares for Takeoff


Wealth Management
Global Investment Office

Portfolio Insights

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
You are your Own CEO: Build a Dream Team for Your Career
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career?and your money?is essential to help best position you to thrive. Here?s how.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.
Ready to start a conversation? Contact Scott Litner today.
Market Information Delayed 20 Minutes
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.

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2Morgan 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.

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3Morgan 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.
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.

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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 and other legal matters.

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5Morgan 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.

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6Alternative 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.

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7Morgan 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.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFPÂŽ, CERTIFIED FINANCIAL PLANNERÂŽ, and CFPÂŽ (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)