Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Lending Specialist
Phone:
(212) 883-7713(212) 883-7713
Industry Award WinnerOur Mission Statement
We serve select global families whose wealth, family, and legacy span East and West. Our goal is to help bring structure to complexity, coordination across advisors, and follow-through when decisions matter most.
Why Team 55 East
Team 55 East is a Morgan Stanley Wealth Management team serving select families whose wealth, business, and planning needs span borders and generations. We work with you during moments when decisions carry lasting consequences: a liquidity event, a relocation, a business transition, an inheritance, a marriage or divorce, aging parents, or children building lives abroad.
These moments are rarely just financial. They are personal, cultural, legal, and generational. Our role is to help bring structure, coordination, and follow-through — drawing on the resources of Morgan Stanley Wealth Management so you can move forward with clarity and care.
Successful families do not need more information. They need trusted guidance when the stakes are high. They need someone who can help organize priorities, coordinate advisors, and make sure the plan is executed.
Your time requires more than products. It requires judgment, coordination, and trust.
Forbes Best-In-State Wealth Management Teams 2025-2026
Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2025 & 2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Who We Serve
We work with families whose lives and assets often cross borders. Our clients include owners and founders, families preparing for a liquidity event, families with children or residences in the United States, families managing wealth across generations, families with cross-border planning considerations, families seeking deeper coordination among advisors, families who value discretion, cultural fluency, and institutional support.
We are intentionally focused in the number of families we serve, so we can provide senior attention, planning depth, and disciplined follow-through.
Our Clients Include:
- Global families navigating life transitions
- Families spanning multiple generations
- Families preparing for a liquidity event
- Families with children or residences in the United States
- Entrepreneurs & Business Owners
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 883-7723(212) 883-7723
Meet Team 55 EAST
Phone:
(212) 883-7717(212) 883-7717
Phone:
(212) 883-8546(212) 883-8546
Phone:
(212) 705-4577(212) 705-4577
Han Saem Hur
Registered Client Service Associate
Phone:
(212) 883-7723(212) 883-7723
About Chris Chung
Chris Chung advises select families whose wealth requires careful coordination, discretion, and access to institutional depth. As co-founder of Team 55 East at Morgan Stanley Wealth Management in New York City, Chris helps lead a focused advisory practice for families with complex financial lives. His work centers on comprehensive wealth strategy, including investment management, liquidity planning, lending, risk management, estate planning strategies, and coordination across generations.
Chris’s clients often face decisions that extend well beyond the markets. These may involve business transitions, concentrated positions, cross-border family needs, major liquidity events, legacy planning, and preparing the next generation to steward family wealth. In this work, Chris collaborates closely with clients’ attorneys, accountants, and other professional advisors, while drawing on Morgan Stanley’s broader specialist resources when appropriate.
With more than two decades of experience, Chris combines technical planning expertise with a steady, relationship-driven advisory style. He holds the CFP®, CIMA®, CRPC®, and CEPA® designations, and serves as an Executive Director, Senior Portfolio Management Director, Financial Advisor, and Lending Specialist at Morgan Stanley’s Park Avenue Plaza office.
Chris earned his B.A. in Economics from the University of Chicago and also studied at Seoul National University and Waseda University. He lives in Manhattan with his wife and two children.
Chris’s clients often face decisions that extend well beyond the markets. These may involve business transitions, concentrated positions, cross-border family needs, major liquidity events, legacy planning, and preparing the next generation to steward family wealth. In this work, Chris collaborates closely with clients’ attorneys, accountants, and other professional advisors, while drawing on Morgan Stanley’s broader specialist resources when appropriate.
With more than two decades of experience, Chris combines technical planning expertise with a steady, relationship-driven advisory style. He holds the CFP®, CIMA®, CRPC®, and CEPA® designations, and serves as an Executive Director, Senior Portfolio Management Director, Financial Advisor, and Lending Specialist at Morgan Stanley’s Park Avenue Plaza office.
Chris earned his B.A. in Economics from the University of Chicago and also studied at Seoul National University and Waseda University. He lives in Manhattan with his wife and two children.
Securities Agent: NH, VA, OR, OH, HI, CA, NY, MS, DE, WA, NJ, MA, CT, AL, WY, NV, DC, MI, IN, TX, TN, PA, GA, FL, MO, MD, AZ, CO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265003
NMLS#: 1265003
About Eliot Bu 夫相薰
Eliot is a global citizen; he was born in Seoul Korea, raised in New Jersey, and has worked in over a dozen countries around the world. Eliot graduated from Seoul National University with an International Economics Degree and an Advanced Degree in Urban and Environmental Studies. Eliot also has his Master's Degree from Columbia University. Eliot started and successfully sold 3 companies, the last being an Architecture and Urban Planning company with over 200 employees worldwide.
Eliot is a father, a published author, and a socially conscious citizen.
"I believe money can do good.
15 years’ experience as CEO, and founder of three companies, I view investments from a CEO/Business owner's perspective. I share my perspectives with our clients. Investments fuel the economy by supporting the visions and strategies of organizations public and private. How you choose to invest should be with the fundamental understanding of what impact your investments have on the world. Every dollar you invest is actually a vote on the world you want it to be.
I have created this group to focus the resources within Morgan Stanley to help the business owners and leaders that shape our future every day.
I believe money can do good."
Eliot is a father, a published author, and a socially conscious citizen.
"I believe money can do good.
15 years’ experience as CEO, and founder of three companies, I view investments from a CEO/Business owner's perspective. I share my perspectives with our clients. Investments fuel the economy by supporting the visions and strategies of organizations public and private. How you choose to invest should be with the fundamental understanding of what impact your investments have on the world. Every dollar you invest is actually a vote on the world you want it to be.
I have created this group to focus the resources within Morgan Stanley to help the business owners and leaders that shape our future every day.
I believe money can do good."
Securities Agent: NH, HI, CA, AL, VA, OH, AZ, OR, MA, WA, MD, FL, NC, MO, CT, TN, GA, DE, WY, SC, NV, NJ, MI, DC, PA, IL, CO, IN, TX, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1294094
NMLS#: 1294094
About Jenny Yu
Jenny is a distinguished Financial Advisor at Morgan Stanley, blending experiences in finance, art, and global perspectives. Jenny holds undergraduate degrees in Economics and an Art History from New York University (NYU), enabling her to offer a sophisticated, multidimensional approach to wealth management beyond traditional financial planning. Prior to joining Morgan Stanley, Jenny was employed at New York Life as a registered representative.
Born in New York and raised in Shanghai, Jenny is fluent in Mandarin and English. Jenny has a deep passion in art, which has taken her around the world, allowing her to study and experience global artistic influences firsthand during her time at NYU. For Jenny, Morgan Stanley is an ideal place to combine art and finance, with an eye towards balancing her passion for art with broader financial needs.
By leveraging Morgan Stanley's cutting-edge analytics and her diverse background, Jenny crafts strategies that not only help grow her client's wealth but also align with their values and aspirations.
Born in New York and raised in Shanghai, Jenny is fluent in Mandarin and English. Jenny has a deep passion in art, which has taken her around the world, allowing her to study and experience global artistic influences firsthand during her time at NYU. For Jenny, Morgan Stanley is an ideal place to combine art and finance, with an eye towards balancing her passion for art with broader financial needs.
By leveraging Morgan Stanley's cutting-edge analytics and her diverse background, Jenny crafts strategies that not only help grow her client's wealth but also align with their values and aspirations.
Securities Agent: TX, MD, NY, CA, TN, NJ, HI, WA, DE, DC, OH, VA, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2512439
NMLS#: 2512439
About Ethan Li
Securities Agent: NY, FL, MA, CA, WA, NM, CT, TX, CO, PA, DE, WY, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 2408228
NMLS#: 2408228
About Han Saem Hur
Sam Hur (Han Saem Hur) joined the Team 55 East at Morgan Stanley in June 2023. She handles all operations related to client outreach and services from account onboarding and administration to cash management.
She is focused on ensuring an exceptional level of personalized care to help meet our clients' wide-ranging and unique needs.
Sam is a graduate of Huntingdon College with a BA in Sport Management and Business Administration. She also holds a Master of Science in Sport Management from Columbia University. Prior to joining Morgan Stanley, Sam worked as a foreign direct investment manager at Korea Trade-Investment Promotion Agency (KOTRA) in New York City office for over 8 years. She was responsible for various government projects including international trade, global business expansion and cross-border investment between the United States and South Korea.
Sam is an avid golfer. She is a certified golf teaching professional by United States Golf Teachers Federation and an inductee of Huntingdon College Athletic Hall of Fame. Sam is bilingual in English and Korea. She is FINRA Series 7 and 66 licensed.
She is focused on ensuring an exceptional level of personalized care to help meet our clients' wide-ranging and unique needs.
Sam is a graduate of Huntingdon College with a BA in Sport Management and Business Administration. She also holds a Master of Science in Sport Management from Columbia University. Prior to joining Morgan Stanley, Sam worked as a foreign direct investment manager at Korea Trade-Investment Promotion Agency (KOTRA) in New York City office for over 8 years. She was responsible for various government projects including international trade, global business expansion and cross-border investment between the United States and South Korea.
Sam is an avid golfer. She is a certified golf teaching professional by United States Golf Teachers Federation and an inductee of Huntingdon College Athletic Hall of Fame. Sam is bilingual in English and Korea. She is FINRA Series 7 and 66 licensed.
Contact Chris Chung
Contact Eliot Bu 夫相薰
Contact Jenny Yu
Contact Ethan Li
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2025-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Tony Silva
Private Banker
Charlotte Spatz
Private Banker
Walter J. Henry
Private Banker
Elena Stoddard
Planning Associate
About Tony Silva
Tony Silva is a Private Banker serving Morgan Stanley’s Wealth Management offices in New York City.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tony began his career in financial services in 1995, and joined Morgan Stanley in 2015. Prior to his current position, he was a Project Manager in our Home Loans organization. Prior to joining the firm, he held a number of roles at mortgage financing institutions.
Tony is a graduate of Rutgers University, where he received a Bachelor of Science in Management. He lives in Livingston, NJ with his family. Outside of the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tony began his career in financial services in 1995, and joined Morgan Stanley in 2015. Prior to his current position, he was a Project Manager in our Home Loans organization. Prior to joining the firm, he held a number of roles at mortgage financing institutions.
Tony is a graduate of Rutgers University, where he received a Bachelor of Science in Management. He lives in Livingston, NJ with his family. Outside of the office, Tony enjoys traveling, playing soccer, and spending time with family and friends.
NMLS#: 217945
About Charlotte Spatz
Charlotte Spatz is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Charlotte began her career in financial services in 2015, and joined Morgan Stanley in 2016 as a Complex Administrator. Prior to being promoted to her current position, Charlotte served as an Associate Private Banker supporting Wealth Management offices in New York City and was a Regional Administrator before that. Before joining the firm, she was an Operations Associate at the Lebenthal & Co.
Charlotte is a graduate of the Marist College, where she received a Bachelor of Arts in Communication. She currently lives in Greenwich, Connecticut.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Charlotte began her career in financial services in 2015, and joined Morgan Stanley in 2016 as a Complex Administrator. Prior to being promoted to her current position, Charlotte served as an Associate Private Banker supporting Wealth Management offices in New York City and was a Regional Administrator before that. Before joining the firm, she was an Operations Associate at the Lebenthal & Co.
Charlotte is a graduate of the Marist College, where she received a Bachelor of Arts in Communication. She currently lives in Greenwich, Connecticut.
NMLS#: 2008389
About Walter J. Henry
Walter Henry is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Walter began his career in financial services in 1996 and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Wealth Management Banker at UBS Bank USA.
Walter is a graduate of Fairfield University, where he received a Bachelor of Science in Finance and Fordham University where he received an MBA in Finance. He lives in Sea Girt, New Jersey with his family. Outside of the office, Walter is a Sunday Usher at St. Mark’s Church in Sea Girt, and he enjoys playing golf, biking, and traveling.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Walter began his career in financial services in 1996 and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Wealth Management Banker at UBS Bank USA.
Walter is a graduate of Fairfield University, where he received a Bachelor of Science in Finance and Fordham University where he received an MBA in Finance. He lives in Sea Girt, New Jersey with his family. Outside of the office, Walter is a Sunday Usher at St. Mark’s Church in Sea Girt, and he enjoys playing golf, biking, and traveling.
NMLS#: 1590965
About Elena Stoddard
Elena Stoddard is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, she collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, she will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Elena provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
Elena earned her undergraduate degree from Fordham University’s Gabelli School of Business and received the Financial Planning Specialist® designation from the College for Financial Planning. Elena is originally from Chicago, IL and currently resides in White Plains, NY
Elena earned her undergraduate degree from Fordham University’s Gabelli School of Business and received the Financial Planning Specialist® designation from the College for Financial Planning. Elena is originally from Chicago, IL and currently resides in White Plains, NY
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
When 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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
When 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.
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
A Simple Six-Step Retirement Checkup
Article Image
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
Iran Conflict: Seven Takeaways for Investors
Article Image
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
Article Image
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
Ready to start a conversation? Contact Team 55 EAST today.
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.
1Morgan 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.
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 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.
3Alternative 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.
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.
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 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.
Awards Disclosures | Morgan Stanley
1Morgan 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.
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 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.
3Alternative 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.
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.
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 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.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
