Lee M. Burklow Sr.
The Acklen Park Group at Morgan Stanley
Direct:
(615) 298-6557(615) 298-6557
Toll-Free:
(800) 228-8517(800) 228-8517
Industry Award WinnerOur Mission Statement
We strive to earn our client's trust by offering dedicated personal service and comprehensive strategies designed to help grow and preserve their personal wealth and legacy.
About Us
As a dedicated team of experienced professionals, our primary goal is to provide recommendations and services based on our client's individual investment goals, unique circumstances, and risk level.
We take immense pride in cultivating relationships with you and your family so that we truly understand your needs and long-term goals. We strive to help our clients preserve and grow their assets and create the legacy they want to leave in order to help support the people and/or causes that mean the most to them.
At Morgan Stanley, we have a vast array of resources, and as a team, we are always leveraging each other’s knowledge and experience. We have advised and served the comprehensive needs of individuals, families, and business owners for over 30 years. No matter where you are in life, we can be your comprehensive financial resource.
We take immense pride in cultivating relationships with you and your family so that we truly understand your needs and long-term goals. We strive to help our clients preserve and grow their assets and create the legacy they want to leave in order to help support the people and/or causes that mean the most to them.
At Morgan Stanley, we have a vast array of resources, and as a team, we are always leveraging each other’s knowledge and experience. We have advised and served the comprehensive needs of individuals, families, and business owners for over 30 years. No matter where you are in life, we can be your comprehensive financial resource.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
What Guides Our Practice?
As a financial advising business, we pride ourselves on adhering to four core principles that drive our approach to serving our clients:
I. A Team Approach:
We believe that a team approach is essential in providing the best possible service to our clients. Our team of experienced and knowledgeable professionals collaborates to bring a diverse range of expertise and perspectives to the table.
II. A Deep Passion for Helping People:
We are passionate about helping our clients achieve their financial goals and improve their financial well-being. We build long-term relationships based on trust, empathy, and a commitment to always acting in our clients' best interests.
III. Our Disciplined Process:
We follow a disciplined process in all aspects of our wealth management technique. We utilize a proven, structured approach that is based on industry best practices and years of experience. Our process includes a comprehensive assessment of our clients' financial situation, identification of their goals and objectives, development of a customized financial plan, implementation of strategies, regular monitoring and review of progress, and proactive adjustments as needed.
IV. World-Class Solutions in a Boutique Setting:
We are committed to providing our clients with world-class financial solutions while maintaining a boutique setting that fosters personalized service and attention to detail. We understand that each client is unique, and we tailor our recommendations and solutions accordingly. Our boutique setting allows us to provide the level of individualized attention and service that our clients deserve, ensuring that they feel valued and supported throughout their financial journey.
A FINANCIAL PLAN MADE FOR YOU
In the past, financial planning was a relatively uncomplicated process that focused on wealth accumulation and a shift towards conservative investment vehicles to provide retirees with stable retirement income and principal stability. However, in today's rapidly changing world, financial planning has become more complex, particularly when it comes to turning a lifetime of savings into sustainable income for individuals who are living longer, healthier, and more active lives.
We understand that navigating the current financial landscape can be daunting. That’s why we prioritize listening to our clients' needs, concerns, and objectives to provide personalized and attentive service. Our aim is to empower you to make confident financial decisions and secure your financial future.
Whatever your financial goal, you can count on us to help you with a strategy that is:
We understand that navigating the current financial landscape can be daunting. That’s why we prioritize listening to our clients' needs, concerns, and objectives to provide personalized and attentive service. Our aim is to empower you to make confident financial decisions and secure your financial future.
Whatever your financial goal, you can count on us to help you with a strategy that is:
1. Personal:
Our approach is tailored to meet your unique financial needs and goals, and our team is dedicated to your progress. We are committed to providing personalized guidance and support to help you achieve financial success.
2. Flexible:
Adaptable to the evolving circumstances of your life and the shifting nature of your priorities as time progresses.
3. Comprehensive:
Our extensive suite of investment products and services is designed to meet a wide range of financial needs, while offering exclusive benefits that are tailored to your esteemed relationship with us.
Spending and Budgeting Tool
By partnering with us, you gain access to Morgan Stanley's robust Spending and Budgeting tool, designed to provide you with insights into your cash flows across various internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help you achieve your goals by adjusting your spending behavior when necessary.
Watch To Learn More
Aladdin - Portfolio Risk Platform
When you work with us, you have access to Morgan Stanley's Portfolio Risk Platform. This risk management platform offers an extensive range of risk assessment and reporting capabilities across various asset classes and security types. This application provides both a high-level overview and a granular analysis to facilitate effective monitoring and management of risks.
Watch To Learn MoreMorgan Stanley's SUITE OF DIGITAL TOOLS
Digital technology is centered on how people communicate, consume, transact and travel. Our suite of digital tool offerings are designed to optimize every aspect of your financial life. Below, outlines a few of the technologies we have to offer our clients.
Morgan Stanley Online and MS Mobile
In addition to providing access to your account balance and activity, Morgan Stanley Online (MSO) offers a vast set of features designed to facilitate your daily financial management needs. With MSO, you can effortlessly handle various everyday tasks such as bill payments, sending money, fund transfers, and expedite transactions with a single click using eAuthorizations. These features are designed to streamline and simplify your financial management processes, ultimately saving you time and effort.
Morgan Stanley Online
Total Wealth View
With Total Wealth View, you can see your complete financial picture by aggregating your accounts from multiple sources in one place, allowing for a holistic view of your wealth. By leveraging this feature we can offer personalized and comprehensive advice, tailored to your specific financial situation, while also ensuring the security and privacy of your financial data.With Total Wealth View, you can see your complete financial picture by aggregating your accounts from multiple sources in one place, allowing for a holistic view of your wealth. By leveraging this feature we can offer personalized and comprehensive advice, tailored to your specific financial situation, while also ensuring the security and privacy of your financial data.
Total Wealth View
Digital Vault
With the Digital Vault, on Morgan Stanley Online and the Mobile App, you can easily and securely access, upload, or share life's most important documents. Whether it's wills, deeds, financial statements, or tax fillings, the Digital Vault enables you to manage all of your records in one location, while maintaining the highest levels of data security and privacy.
Digital Vault Client GuideYour Investor Toolbox
At Morgan Stanley, we believe that a solid foundation in financial education is essential in gaining valuable insights into investment strategies and developing disciplined decision-making abilities. This in turn, leads to better long-term outcomes. With this in mind, we are dedicated to providing our clients with vital information on managing wealth effectively in today’s dynamic global markets.
To support this commitment, we have curated an array of resources that emphasize the fundamental investment strategies and concepts integral to our practice. We have made these resources easily accessible by providing links, and we encourage you to return frequently to deepen your understanding of the topics that impact your overall financial health.
To support this commitment, we have curated an array of resources that emphasize the fundamental investment strategies and concepts integral to our practice. We have made these resources easily accessible by providing links, and we encourage you to return frequently to deepen your understanding of the topics that impact your overall financial health.
On The Markets Research Report
Morgan Stanley’s esteemed thought leaders offer a comprehensive market commentary that provides in-depth insights on a variety of topics, including global equities, fixed income, monetary policy, and more.
Read The Latest Report
GIC Weekly Research Report
In this weekly analysis of markets, asset class performance, and fixed income, Lisa Shalett, Head of the Global Investment Office, provides her expert insights and a comprehensive perspective.
Read The Latest Report
Thoughts On The Market Podcast
Gain valuable insights into the market's dynamics from the perspective of Mike Wilson, the highly respected Chief Investment Officer and Chief Equity Strategist for Morgan Stanley, and his team. Listen to the Team's dialogue encompassing diverse viewpoints on the latest trends in the financial marketplace, exploring the various forces that are shaping the industry.
Check Out The Latest Episode
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast delivers insightful narratives that illuminate the intricate workings of the business, finance, and technology landscapes. The Podcast provides listeners with a deeper understanding of diverse industries, making it an engaging and informative experience.
Check Out The Latest Episode
The Morgan Stanley Minute
Explore our 1-minute investment insights videos in this on-going series from our firm’s leading thinkers. Discover current investment trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
Click Here to View
Tax Smart Investing
Tax management that is integrated into your investment process may help you grow your wealth. When it comes to tax-aware investing, you should think ahead—not just at tax time, but throughout the investment process. Tax-smart strategies may help lead to better overall outcomes.
Learn MoreLocation
3102 West End Ave
Ste 200
Nashville, TN 37203
US
Direct:
(615) 298-6557(615) 298-6557
Toll-Free:
(800) 228-8517(800) 228-8517
Meet The Acklen Park Group
Andrew Mazzoni
Christopher Sigmund
Jack Zager
Stacy Novak
Director of Business Strategy, Wealth Management, Assistant Vice President, Financial Planning Specialist *This role cannot solicit or provide investment advice
Phone:
(615) 298-6546(615) 298-6546
Chris Long
Wealth Management Associate, Assistant Vice President
Phone:
(615) 269-2455(615) 269-2455
Tami Hixson
Portfolio Associate
Phone:
(615) 298-6539(615) 298-6539
About Stacy Novak
A financial service professional for over 25 years, Stacy Novak brings a wealth of knowledge and experience to the Acklen Park Group. Stacy initiates and prepares financial plans, along with her advisors, to help clients and their families work towards their financial goals.
She connects with clients on a daily basis, with a focus of providing a high level of attention and service.
Stacy resides in Franklin, TN with her daughters, Peyton and Zoe, along with their two rescue dogs, Lola and Luna! When they're not traveling with the girls club Volleyball teams, they enjoy being outdoors and visiting the beach!
She connects with clients on a daily basis, with a focus of providing a high level of attention and service.
Stacy resides in Franklin, TN with her daughters, Peyton and Zoe, along with their two rescue dogs, Lola and Luna! When they're not traveling with the girls club Volleyball teams, they enjoy being outdoors and visiting the beach!
About Chris Long
In an industry where the only thing certain is uncertainty, Chris believes in providing an exceptional and consistent level of service to your needs. While his primary responsibilities include
reporting analysis, client transactions, and many other initiatives of our team, servicing your needs is his top priority.
Chris began his career in the healthcare industry and has over 18 years experience in finance and operations. In 2016, Chris joined Morgan Stanley as a Client Service Associate and then, in 2018, joined the team as a Registered Associate.
A 2006 graduate of the University of Tennessee, Chris earned his Bachelors of Business Administration with a concentration in Finance with collateral studies in Logistics. He and his wife, Christine, and their children live in their hometown of Dickson, TN. During his spare time, Chris enjoys supporting his alma mater with family and friends and is also an avid outdoorsman.
reporting analysis, client transactions, and many other initiatives of our team, servicing your needs is his top priority.
Chris began his career in the healthcare industry and has over 18 years experience in finance and operations. In 2016, Chris joined Morgan Stanley as a Client Service Associate and then, in 2018, joined the team as a Registered Associate.
A 2006 graduate of the University of Tennessee, Chris earned his Bachelors of Business Administration with a concentration in Finance with collateral studies in Logistics. He and his wife, Christine, and their children live in their hometown of Dickson, TN. During his spare time, Chris enjoys supporting his alma mater with family and friends and is also an avid outdoorsman.
About Tami Hixson
Having over 30 years of experience in the financial industry, Tami focuses on delivering superior service and attention to detail with every client. She provides a wide range of operational and administrative services and enjoys cultivating and developing relationships with clients.
A native Tennessean, Tami earned her bachelors degree from MTSU and graduate degree from Cumberland University.
She lives in Hendersonville, TN with her husband, Richard, and their very spoiled border collie, Roxanne. She looks forward to Sundays when she gets to spend time with her large family and enjoys cooking for them. Tami is also an avid Vandy Basketball and Baseball fan.
A native Tennessean, Tami earned her bachelors degree from MTSU and graduate degree from Cumberland University.
She lives in Hendersonville, TN with her husband, Richard, and their very spoiled border collie, Roxanne. She looks forward to Sundays when she gets to spend time with her large family and enjoys cooking for them. Tami is also an avid Vandy Basketball and Baseball fan.
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
Wealth Management
From Our Team
Want to Keep More of Your Investment Returns? Consider These Tax Moves
Wealth Management
Global Investment Office
Portfolio Insights
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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
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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
Rational Investing in an Age of Uncertainty
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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
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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
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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
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.
Ready to start a conversation? Contact The Acklen Park Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 and other legal matters.
4Morgan 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
5When 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.
6Morgan 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.
7Alternative 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 and other legal matters.
4Morgan 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
5When 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.
6Morgan 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.
7Alternative 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
