Sherry Dewane, CFP®
My Mission Statement
My Story and Services
NMLS#: 661928
EMBRACE THE POWER OF TEAM
There's nothing common about you - not your talent, your drive, your achievements or even your challenges. From your variable income streams to your taxes, from your obligations to your aspirations, "typical" is not part of your vocabulary. You need distinctive, financial strategies that match your lifestyle and career trajectory. Peak to Peak Wealth Management at Morgan Stanley stands ready to assist you and your future financial goals, no matter what industry you are in.
ENTERTAINMENT: (Actors, Directors, Writers and Producers in Film, Television & Theater)
Your life is filled with people who have supported and encouraged you. As a Global Sports and Entertainment Directors, I am an integral part of that team, working alongside your agent, business manager and personal confidants. We believe that a cohesive and connected team is better to help high achievers make smart choices about their wealth.
MUSIC: (Musicians, Songwriters and Producers in all music genres)
For over 85 years, Morgan Stanley has worked with individuals, institutions, corporations and governments to bring visionary ideas to life and enable positive change in the world. Delivering the full resources of the firm, we can help you with complex or aspirational goals such as philanthropy, business development, and monetizing revenue streams from your work.
SPORTS: (Professional Athletes, Coaches and Owners in all major sports)
The media is filled with stories of successful athletes and entertainers who have surprising financial setbacks. We're committed to changing that story line. We've developed financial education programs for sports and entertainment veterans and emerging talent, including collegiate athletes as part of our mission to give back to the sports and entertainment communities.
Your Dream, Our Team
A game isn't just won on game-day, it's won in the countless hours of preparation beforehand. Financial success works the same way. That's why Morgan Stanley and the NFL Players Association are collaborating to help bring you the tools to build your own wealth, for generations to come. Consider it your greatest play of all time.
Life Events
Life moves fast, especially for athletes. The goal is to help professional athletes in any stage of their career plan for all the things that they may endure throughout their career including when they decide to hang up their cleats. Here are some events they can expect to face.
Whether it's your first or third contract Rebecca finds the best possible ways to help use these earnings for your long-term success financially.
An unfortunate but realistic part of the game. Injuries can create potential cash flow issues during this down period of a professional career.
Sports is an unpredictable business and buying a home is a big decision. Whether it's your dream home or an investment, Rebecca can help navigate those decisions and guide the process.
Changing teams and moving to a new place? Finding some of the smartest ways to make this transition for you, your family and finances.
No one can play on forever, no matter how much they'd like to, so it's so important to start planning for that bitter sweet day. The right time to start planning is today.
Location
Portfolio Insights
Wealth Management for Athletes and Entertainers
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
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2Morgan 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.
3Morgan 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.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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Awards Disclosures
