Shelley Ford, CEPA®
Senior Vice President,
Financial Advisor,
Workplace Advisor – Equity Compensation
Direct:
(303) 925-9734(303) 925-9734
Toll-Free:
(800) 477-3041(800) 477-3041
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Me
Deeply loyal to her clients, Shelley Ford has had a long, successful career as both a business leader and financial advisor. She joined Morgan Stanley as a financial advisor in May 2011 and the Pelican Bay Group in January 2014. She takes a thoughtful, in-depth approach to financial planning for all her clients and believes that every family member should fully understand their financial plan.
During her tenure at Morgan Stanley, Shelley has earned her Series 7, 66 and 31 licenses. But it’s the extensive experience that she accumulated as a business leader before joining the firm that enables her to deliver a high level of quality service and support to clients as a financial professional.
For 15 years, Shelley helped small- and mid-sized companies with business development. She was a chief marketing officer and an independent consultant and investment banker/broker, and also helped companies with their fundraising efforts. While she connects well with all types of high-net-worth clients, business owners and CEOs in particular greatly value her investment banking background because she has the experience to take what she calls “a deeper, more broad-minded approach to financial services.”
Shelley has extensive experience in estate planning strategies for those considering a merger and acquisition; she can also help business owners years before that event by assisting in cash management, 401K/ pension plans as well as providing access to lending services. “I take a pro-active approach to estate planning strategies, pre/post M&A, for my clients,” she says. “I am really committed to this effort.”
Other credentials that have broadened Shelley’s business reach include the following:
She was a coach for the Rocky Mountain Micro Finance Center for early-stage CEOs as well as for TIE Rockies, an early stage start-up support organization.
She pioneered and created the Executive Women Connecting (EWC) network. She is deeply committed to helping women and female business owners to better understand all of their financial options.
Shelley continues her involvement with non-profits, having served on the Board of Directors for Peripheral Neuropathy Association of Denver. She is currently serving on the board for Colorado Public Broadcasting.
Shelley earned a bachelor of science degree in Marketing with a minor in Economics from The University of Colorado. She also partnered with her husband Peter (a New Zealand native), starring on HGTV’s “My House is Worth What?” Together, they love to travel and are the very proud parents of Gabrielle and Brandon.
During her tenure at Morgan Stanley, Shelley has earned her Series 7, 66 and 31 licenses. But it’s the extensive experience that she accumulated as a business leader before joining the firm that enables her to deliver a high level of quality service and support to clients as a financial professional.
For 15 years, Shelley helped small- and mid-sized companies with business development. She was a chief marketing officer and an independent consultant and investment banker/broker, and also helped companies with their fundraising efforts. While she connects well with all types of high-net-worth clients, business owners and CEOs in particular greatly value her investment banking background because she has the experience to take what she calls “a deeper, more broad-minded approach to financial services.”
Shelley has extensive experience in estate planning strategies for those considering a merger and acquisition; she can also help business owners years before that event by assisting in cash management, 401K/ pension plans as well as providing access to lending services. “I take a pro-active approach to estate planning strategies, pre/post M&A, for my clients,” she says. “I am really committed to this effort.”
Other credentials that have broadened Shelley’s business reach include the following:
She was a coach for the Rocky Mountain Micro Finance Center for early-stage CEOs as well as for TIE Rockies, an early stage start-up support organization.
She pioneered and created the Executive Women Connecting (EWC) network. She is deeply committed to helping women and female business owners to better understand all of their financial options.
Shelley continues her involvement with non-profits, having served on the Board of Directors for Peripheral Neuropathy Association of Denver. She is currently serving on the board for Colorado Public Broadcasting.
Shelley earned a bachelor of science degree in Marketing with a minor in Economics from The University of Colorado. She also partnered with her husband Peter (a New Zealand native), starring on HGTV’s “My House is Worth What?” Together, they love to travel and are the very proud parents of Gabrielle and Brandon.
Securities Agent: NH, PA, NY, VI, WV, TN, WY, WI, WA, VT, VA, UT, TX, SD, SC, RI, MI, OR, OK, OH, NV, NM, NJ, NE, ND, NC, MT, MS, MO, MN, ME, MD, MA, KY, KS, IN, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, LA, PR, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1364387
NMLS#: 1364387
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Ultra-High Net Worth Clients
Everyone with investable assets requires the fundamentals of wealth management – financial planning, an investment portfolio, and management of a personal balance sheet.
These are services we provide to every client, however; individuals and families with $10 million or more in assets (which we define as “ultra-high net worth”) have additional considerations, which are an important part of our service. See a handful of resources for these clients below.
These are services we provide to every client, however; individuals and families with $10 million or more in assets (which we define as “ultra-high net worth”) have additional considerations, which are an important part of our service. See a handful of resources for these clients below.
Wealth Transfer
Taking care of future generations is a core objective of many clients. Our advice on some of the most effective ways to structure wealth transfer can make a meaningful difference in terms of taxes, control and family dynamics.
Philanthropy
Our clients often have a cherished institution or cause to which they want to make a lasting contribution. We help clients sort through the many ways to structure philanthropic plans in an effort to maximize the value of their gift.
Legacy Planning
How do you want to be remembered? Many clients come to us with general ideas, but without a specific, defined strategy to accomplish their legacy goals. We work with them to help create a plan.
Legacies That Last
Endowments & Foundations
Many clients with substantial wealth choose to create an endowment at an institution, or a foundation with a defined charitable goal. Our team, plus top professionals at Morgan Stanley, have the necessary experience and dedicated knowledge to manage this task.
Tax-Efficient Portfolios
Morgan Stanley Portfolio Solutions/Parametric Tax
Efficient Portfolios are designated for high-net-worth
investors seeking a tax-managed, diversified portfolio.
Portfolios are monitored, evaluated, and rebalanced to
maintain diversification and react to changing market
conditions.
Diversification and Rebalancing do not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy. Investors should consult with their tax advisor before implementing such a strategy.Efficient Portfolios are designated for high-net-worth
investors seeking a tax-managed, diversified portfolio.
Portfolios are monitored, evaluated, and rebalanced to
maintain diversification and react to changing market
conditions.
Signature Access
Signature Access, the highest tier of Morgan Stanley's
complimentary loyalty program Reserved Living & Giving.
gives clients with $10 million or more in assets at the firm
access to world class services such as Private Health
Advisory, Personal Cybersecurity Services, Aircraft
Management and more in addition to all the discounts
and content available through Reserved Living & Giving.
MS Reserved Living & Givingcomplimentary loyalty program Reserved Living & Giving.
gives clients with $10 million or more in assets at the firm
access to world class services such as Private Health
Advisory, Personal Cybersecurity Services, Aircraft
Management and more in addition to all the discounts
and content available through Reserved Living & Giving.
Family Office Cybersecurity
Family Offices can be quite vulnerable to cyber threats
and the dangers of ransomware are real. Consider these
best practices to protect your information and assets in
an increasingly complex digital world.
Family Offices & Cybersecurityand the dangers of ransomware are real. Consider these
best practices to protect your information and assets in
an increasingly complex digital world.
Below are tools and resources meant to transform complex financial situations into concise and easily digestible content. We hope these resources provide helpful insights regarding the markets, our firm's offerings, as well as some timely educational pieces on various elements in finance.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
On The Markets Monthly Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read This Month's "On The Markets"For Business Owners
Below are pertinent resources tailored to the unique needs of business owners. From the life stages of an entrepreneur to business exit planning, please feel free to contact me with any questions.
Exiting Your Business: The Transaction of a Lifetime
Looking to exit your business and retire? You're not alone. View the link below to learn more about the most important transaction in an entrepreneur's life.
View Factsheet
Preparing 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 by reading more below.
Learn More Here
Life Stages of an Entrepreneur Placemat
Learn more about the life stages of an entrepreneur and how Morgan Stanley Private Wealth Management can help.
View Placemat
Pre-IPO Planning
After an IPO, you may encounter unfamiliar challenges and opportunities as you address the complex issues that tend to accompany significant wealth.
Learn More Here
The Business Owner Brochure
As a business owner, you have devoted your career to building your enterprise. Now, it is time to plan for what comes next: enjoying the substantial rewards of your success, spending more time with your family and pursuing new challenges.
View Brochure
Your Entrepreneurial Journey Placemat
Making key decisions at the correct junctures accelerates the growth of your business. View the entrepreneurial journey placemat to learn more.
View PlacematFINANCIAL PLANNING
Please see below financial planning resources and contact me with any questions.
Goals Planning System Questionnaire
Please see the below Goals Planning System Client Questionnaire to help outline your financial goals.
View Here
Goals Planning System (GPS) Introduction Video
Learn more about our Goals Planning System software by watch this informational video.
Watch Here
Total Tax 365- Intelligent Withdrawals Video
Learn more about what Total Tax 365 - Intelligent Withdrawals by watching the below video.
Watch Here
Sample Retirement Goal Draft Report
Click the link below to view a sample Retirement Goal Draft Report.
View Here
Ways to Pay for College: 529 Plans and More
A 529 plan may be viable plan to invest for future education costs, but there are also other options to raise the funds you need.
Learn MoreClient Service Team
Adrienne Lewallen, Financial Planning Associate - Wealth Management Associate
Phone:
(307) 673-7921(307) 673-7921
Email:adrienne.m.lewallen@morganstanley.com
Adrienne Lewallen joined the firm in 2005 in Anchorage, Alaska. She successfully attained her Series 7 and 66 securities registration after moving to Sheridan, WY. Continuing her commitment to ongoing professional development Adrienne attained her Series 9 and 10 principal securities registration in 2008. She currently holds the Wealth Management Associate Title and Financial Planning Associate designation. She is always adding to her knowledge and depth of experience in the financial industry. She is involved in new hire training on Morgan Stanley Platforms.
Adrienne serves as a support leader and provides direct support for the following financial advisors: Marcy Bonnet and Shelley Ford by providing the Pelican Bay Group with aspects of administrative and operational services for clients. Using her interpersonal and communication abilities, Adrienne assists the team by serving as liaison between departments to facilitate and coordinate various operational functions for the team. She brings with her a strong focus to detail, extensive record of professionalism, and a friendly approach that will contribute to the success of service provided to our clients and colleagues. Adrienne’s depth of experience in the financial industry as well as her involvement in service development within the firm provides us with invaluable insight and support for our team.
Adrienne strives to challenge herself; with hard work and dedication she achieved black belt status in Shotokan Karate. She also completed her first half-marathon in 2013 and her second in 2016. Mrs. Lewallen has been married 19 years. She is the mother of 3 children, one boy and two teen girls. She and her husband Shawn cherish their family time together. They enjoy travelling and supporting their children in various sports
Adrienne serves as a support leader and provides direct support for the following financial advisors: Marcy Bonnet and Shelley Ford by providing the Pelican Bay Group with aspects of administrative and operational services for clients. Using her interpersonal and communication abilities, Adrienne assists the team by serving as liaison between departments to facilitate and coordinate various operational functions for the team. She brings with her a strong focus to detail, extensive record of professionalism, and a friendly approach that will contribute to the success of service provided to our clients and colleagues. Adrienne’s depth of experience in the financial industry as well as her involvement in service development within the firm provides us with invaluable insight and support for our team.
Adrienne strives to challenge herself; with hard work and dedication she achieved black belt status in Shotokan Karate. She also completed her first half-marathon in 2013 and her second in 2016. Mrs. Lewallen has been married 19 years. She is the mother of 3 children, one boy and two teen girls. She and her husband Shawn cherish their family time together. They enjoy travelling and supporting their children in various sports
Bethany Miller - Registered Client Service Associate
Phone:
(303) 925-9732(303) 925-9732
Email:Bethany.Miller@morganstanley.com
Bethany began her career in the financial services industry at a small trust company in 2000. Over the years she has worked in a variety of roles including team leadership, focusing on trust and estate administration, and intergenerational wealth transfer. Bethany joined the Pelican Bay Group at Morgan Stanley in May, 2022. She holds her Series 7 and Series 66 licenses. She serves as operational and administrative support to clients and works with the Colorado/Wyoming financial advisors, Marcy Bonnet, Shelley Ford and Jeanette Cox. She brings with her a wealth of experience, strong attention to detail, and a warm, encouraging approach.
Bethany was born and raised in Denver CO and is lifelong Bronco’s fan. Outside of work, she enjoys cooking, gardening and reading. She is the mother to four teenaged and young adult children and cherishes spending time with them and supporting their many activities and endeavors.
Bethany was born and raised in Denver CO and is lifelong Bronco’s fan. Outside of work, she enjoys cooking, gardening and reading. She is the mother to four teenaged and young adult children and cherishes spending time with them and supporting their many activities and endeavors.
Zonelis Cabrera - Registered Client Service Associate
Phone:
(303) 925-9735(303) 925-9735
Email:Zonelis.Cabrera@morganstanley.com
Zonelis helps facilitates clients service needs and assists with administrative duties within the Pelican Bay Group office in Denver. She has experience with international business and helps international clients within the team. Zonelis was born in Cuba and has lived in the United States since she was 9. She lived in Miami, FL until 2022 when she moved to Denver, CO. She received her Bachelor’s Degree in Finance from Florida International University. She transferred from a Morgan Stanley branch in Miami, FL where she started as an operations associate and transitioned into a support professional role 10 months later. Zonelis holds her Series 7 and Series 66 licenses. Zonelis loves the outdoors and hiking. You can find her on a trail in Colorado every weekend with her Newfoundland dog and partner. She has been to over 30 US national parks and hopes to go to all of them some day.
Location
1550 Market St
Suite 600
Denver, CO 80202
US
Direct:
(303) 925-9734(303) 925-9734
Toll-Free:
(800) 477-3041(800) 477-3041
Fax:
(303) 825-4407(303) 825-4407
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
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
Article Image
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.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact Shelley Ford today.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4When 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.
5Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4When 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.
5Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
