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Tony Silva is a Private Banker serving Morgan Stanley's Wealth Management offices in New York City. Tony began his career in financial services in 1995.He joined Morgan Stanley in 2015 as a Pipeline Manager in our Home Loans organization. In 2017, he was promoted to Project Manager on that team. Tony assumed his current position in 2018. Prior to his tenure at the firm, Tony held a number of roles at mortgage financing institutions.
Asher is a CERTIFIED FINANCIAL PLANNER™ with a background in multi-generational financial planning. As a Financial Advisor at Morgan Stanley, Asher provides clients with advice and solutions to preserve and grow their wealth. He helps clients define their most valued goals and aspirations, then tailors and implements wealth strategies designed to ensure an impactful and lasting legacy.
Born and raised in Brooklyn, New York, Asher received a Bachelor's of Science degree in Finance and Economics from the State University of New York in Plattsburgh, and began his career in Private Wealth Management at Ayco, a Goldman Sachs Company. Prior to joining Morgan Stanley, Asher also spent time with MUFG, Bank of Tokyo, as a Senior Specialist in the Data Assurance Department.
Mary Beth Powers is a Vice President and Trust Specialist with Morgan Stanley. She has worked in the trust and estate services industry for 25 years, primarily as a trust new business officer. As a Trust Specialist, Mary Beth is responsible for presenting Morgan Stanley's trust services platform to individual and institutional clients and prospects and assisting them with their trust planning needs. For individual clients, wealth accumulation, management and preservation are paramount, as is the efficient transfer of that wealth. Institutional clients require fiduciary solutions to help meet business needs.
Mary Beth's role is to illustrate how employing the services of a corporate fiduciary, which provides fiduciary administrative and reporting continuity, can be coupled with the investment experience of Morgan Stanley. Mary Beth joined Smith Barney Private Trust Company in 1998, which merged with Citi Trust. Through the 2009 Smith Barney-Morgan Stanley merger, she transitioned to Morgan Stanley. Mary Beth received a B.S. from Seton Hall University.
Robert is an Insured Solutions Director responsible for covering the branches in the New York Metro region. In his role he is responsible for educating, training and supporting the sales process of annuities and insurance for the financial advisors in his territory.
Prior to joining Morgan Stanley in 2006, Robert was with Pershing where he was on the cash management team. Robert received his B.A from Lynn University in Boca Raton, FL and is FINRA licensed series 7, 63 and is life and health insurance licensed as well.
Angelo J Loumbas is the Ultra-High Net Worth ("UHNW") Planning Specialist for Family Office Resources. Angelo provides specialized expertise to UHNW clients and advisors across a broad range of family wealth management issues, including customized asset allocation and portfolio construction, strategic estate and financial planning, philanthropy management, family governance, wealth education, and lifestyle advisory. Angelo has over twenty years of experience advising wealthy families, business owners, and philanthropic organizations.
Originally from Chicago, Angelo practiced law for 15 years and represented UHNW clients, closely held businesses, and major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners and the Chicago Estate Planning Council. He has spoken on topics such as "Conditions Suggesting a Management Buyout" before the Chicago Bar Association Corporation and Business Law Committee, "Tax Consequences of Intra-Family Loans," before the Chicago Bar Association Trust Law Committee, and "Conversations about Wealth and Philanthropy with Prospective Donors" before the Chicago Council on Planned Giving.
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this hand resource that is available 24/7.
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state of the art, innovative risk engine used by several of the world's largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/ return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Today’s competition for the best and the brightest talent is fierce. The right Corporate Retirement Plan can mean the difference between attracting and retaining the A-team—or making compromises.
The advantages of a certified Corporate Retirement Director
What makes us so unique is that we’re led by a Corporate Retirement Director. Jordan Brand holds a designation and knowledge reserved for less than 2% of all Financial Advisors at Morgan Stanley. We’re also able to tap into top industry professionals and thought leaders as part of our vast global network. In other words, we’re well positioned to help drive your business forward.
Assessing Plan Competitiveness & Matching Your Goals
Assess reasonableness of fees relative to
services received
Support 408(b)(2) review of fees and services
Understand plan goals
Document prudent process
Side-by-side analysis of recordkeepers to identify
solutions that meet your needs
Assist in cost negotiations with service providers
Assist with transition to new provider
Provide ongoing support with your service provider
Location
Portfolio Insights
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan 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
4Morgan 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.
5Morgan 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.
6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
7Morgan 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.
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.
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 CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (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.
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