My Story and Services

"As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
Securities Agent: AZ, AL, DC, NH, CO, MO, NV, MD, WI, SC, FL, ID, CT, WA, PA, CA, VA, TX, TN, NJ, IN, IL, OH, KS, NY, NM, NC, MI, MA, GA; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
As your dedicated wealth management team, our role is to tailor a personalized financial strategy which fits your needs. Through over 20 years of working with clients, we have developed this step-by-step approach for thoughtful collaboration.
Discovery Process
We take the time to fully understand you and your family – whether you’re planning for retirement, purchasing a home, or living out your golden years – we consider all of your challenges, goals, and aspirations when building your financial picture.
Forming Your Strategy
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to helping achieve your success.
Implementing Your Plan
We apply extensive research and analysis, and also utilize Morgan Stanley’s full suite of resources, to ensure swift decisive action in all market scenarios.
Measuring Your Success
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
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    Morgan Stanley Online
    Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
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    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 and help keep more of what you earn.
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    529 Education Savings Plans
    529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
    529 Plan Options at Morgan Stanley
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    Capital Markets
    An integrated organization across fixed income, equities, and structured investments leveraging the thought leadership of Morgan Stanley Research and dedicated product specialists to identify key investment opportunities to help enhance the growth potential of diversified portfolios.
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    eDelivery
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    Digital Vault
    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.
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    Portfolio Risk Platform
    Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
    Portfolio Risk Platform
    Security Center
    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.
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    eDelivery
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    Digital Vault
    Digital Vault
    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.
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Location

130 Kercheval Avenue
Grosse Pointe, MI 48236
US
Direct:
(313) 343-8464(313) 343-8464
Toll-Free:
(800) 486-3347(800) 486-3347
Fax:
(313) 343-8475(313) 343-8475
Wealth Management
Global Investment Office

Portfolio Insights

Ready to start a conversation? Contact Shari Warezak today.
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:
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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.

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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.

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Awards Disclosures
CRC 6491812 (04/2024)