Senior Vice President, Wealth Management, Financial Advisor, Alternative Investments Director
Phone:
(404) 842-2365(404) 842-2365
The Adelia Group at Morgan Stanley
Direct:
(404) 842-2365(404) 842-2365
Our Mission Statement
We empower our clients with strategic guidance and commit to navigating their financial landscape with integrity, and a personalized approach, fostering long-term prosperity and confidence
Our Story and Services
The Adelia Group is committed to providing holistic financial advice and concierge service at the highest level. As your financial advisors, we can help you define and reach your goals regardless of what they may be. Working together, we can help you to preserve and grow your wealth without sacrificing your current lifestyle and providing you with world class resources, advice, and experience. Whether you are a seasoned business owner, a young and upcoming professional, or leading a large wealthy family, we can help you accomplish your goals and set the foundations for creating multi-generational wealth.
Originally founded as The Price | Taylor Team by David B. Price and Michael J. Taylor, we now call ourselves The Adelia Group. This name reflects not only where our journey began but also the values that guide how we care for you, our clients. Adelia Street holds special meaning for our team. During the early days of the pandemic, David welcomed Michael into his home on Adelia as we worked tirelessly to adapt and grow.
Adelia is more than a street; it's part of a community where neighbors support and look out for each other. That same sense of connection and trust is at the heart of everything we do for our clients.
We continue to employ the same philosophy from The Price | Taylor Team of constant improvement, excellence, and accountability that drives success in our client's lives. We enjoy working to improve the lives of our clients and their families so that they can live the life they want. Read our bios below and don't be afraid to reach out and schedule a meeting to get to know us further.
2024 Forbes Georgia Best-In-State Wealth Advisor - David Price
- David was recognized by Forbes as a 2024 Georgia Best-In-State Wealth Advisor. Thank you to all of our clients, colleagues, and partners for your continued trust and confidence.
- Source: Forbes.com (2024). Forbes Best-In- State Wealth Advisors ranking awarded in 2024. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in June of the previous year the award was issued having commenced in June of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client's experience. These rankings are not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Tomorrow's Future Starts Today
Creating a legacy that lasts is one of the most honorable things we can do for ourselves and families. However, planning for a great legacy starts in the present with actionable ideas that set a solid foundation. Creating generational wealth or a business succession plan takes time, but working with a firm and team like ours can help you on your way. Check out the video above for more information about estate planning or view the link below to access the Morgan Stanley Income and Estate Planning Toolkit.
Questions to Think About
- When was the last time I reviewed my beneficiaries?
- How long ago was my will updated?
- Should I start gifting away part of my wealth?
- Do I need a trust?
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. 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.
Tailored Solutions, Professional Advice, And Personalized Service For You And Your Family
Our wealth management process starts with you. Everything we do as your financial advisor is tailored to your specific circumstances, goals, and objectives. In order to provide such a bespoke service, our onboarding phase involves four unique steps to get you ready. These steps and their objectives are outlined below.
Step 1: Understanding You and Your Situation
- In this first step, we will sit down with you to review your current financial standing, past investments, income, and retirement, business, and financial goals.
- This is also an opportunity for you to get to know us, learn how we operate, and ask any questions you may have.
Step 2: Creating Your Plan
- After our initial conversation, we will work to develop a financial plan with the information you provided that best meets your needs and accomplishes the goals you have set out for.
- This plan can be for whatever your needs are, such as estate and income tax management, business succession, or mergers and acquisitions.
- We incorporate every asset you own, including public, private, and held away assets, as well as collectibles, real estate, or artwork.
Step 3: Implementation and Taking Action
- With your approval, we implement the previously discussed plan which could include buying or selling investments, opening new accounts, and transferring assets.
- We will inform you about every move we suggest in a timely manner to ensure full transparency and cooperation.
Step 4: Ongoing Monitoring
- After the plan has been implemented, we will continue to monitor and work together to help determine any possible improvements or adjustments that are necessary.
- As market conditions or your personal situation change, updates to your plan and goals may be necessary.
A World-Class Suite of Technology To Help You Succeed
Morgan Stanley and our team are committed to bringing you the best technology possible to help manage your financial infrastructure. Our state of the art risk and tax management platforms can gleam insights that may have been overlooked while our cybersecurity team works tirelessly to protect your information. Explore several of these offerings below and reach out to us if you have further questions.
Morgan Stanley Online
Morgan Stanley Online lets you manage your finances seamlessly and securely from your phone or computer. View your accounts or make changes from the app or website.
Total Wealth View
Total Wealth View allows you to see your entire financial picture in on place. Watch how all your assets interact to create your net worth.
Total Tax 365
Managing your tax expenses is no easy feat, especially when you have multiple sources of income or other complexities. Total Tax 365 allows you to explore a broad range of tax strategies to help keep more of what you earn.
Portfolio Risk Platform
The Portfolio Risk Platform powered by Aladdin is a risk management tool used to provide comprehensive risk estimation and modeling across all your assets. It provides a holistic view of your portfolio and provides ways to minimize any risks.
Our Cybersecurity Resources
Security resources such as Digital Vault, eDelivery, eAuthorization, and eSign help ensure only you have access to your sensitive details and documents. Learn more about these resources in the video below.
Premium Security
Protecting you and your personal information is top of mind for everything we do. Visit our security center below for information on how we protect you.
Keeping You Financially Informed
Staying on top of the markets is a massive undertaking in of itself. Luckily, Morgan Stanley provides a plethora of easy to read resources that make navigating market news and big events easier. Staying up to date is important as varying catalysts drive markets and create impacts that may affect you. Check out information from Morgan Stanley's Global Investment Committee, our award-winning podcasts, and top-notch research from our Chief U.S. Economist Ellen Zentner or Chief Investment Officer Mike Wilson.
Global Investment Committee: On The Markets
Explore the latest publications in On The Markets. Wealth management Chief Investment Officer Lisa Shalett provides commentary from her team and insights about the top news events that are driving markets.
Global Investment Committee: GIC Weekly
Review weekly roundups on the hottest ideas, news events, and market drivers in an easy to read summary published by Lisa Shalett and the Global Investment Committee.
Morgan Stanley Podcasts
Morgan Stanley provides several award-winning podcasts that explore the deepest areas of personal finance, markets, and global events. Check out all of them by clicking the link below.
2025 Global Macroeconomics Outlook: U.S. Policies May Temper Global Growth
Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.
2025 Investment Outlook: Threading the Needle
A stable global economy is likely to benefit equity and fixed-income markets, though increased uncertainty around U.S. tariffs and immigration policy could jeopardize markets' recent gains.
Four Standout investment Themes for 2025
Deglobalization, the continued evolution of AI, longevity and the future of energy could provide investment opportunities in the years ahead.
Location
3280 Peachtree Rd NE
Suite 1900
Atlanta, GA 30305
US
Direct:
(404) 842-2365(404) 842-2365
Meet The Adelia Group
Phone:
(404) 266-6039(404) 266-6039
Molly Morris
Client Service Associate
Phone:
(404) 266-5911(404) 266-5911
About David B Price
David Price is an accomplished and seasoned financial advisor, with over 20 years of experience in guiding high-net-worth individuals, families, and business entrepreneurs. His journey in finance began at 18 as a freshman at the University of Wisconsin-Madison, where he made his initial stock investment, sparking a lifelong passion for the dynamism and opportunities in investing. This enthusiasm continues to drive his dedication to his clients.
In his role as Senior Vice President and Director of Alternative Investments, David, alongside his team, The Adelia Group, devises and implements holistic strategies for wealth protection and growth. These strategies are tailored to each client and cover investment management, liability management, tax mitigation, and estate planning. David's approach, characterized by honesty, timeliness, and humility, has solidified long-standing trust with his clientele.
Outside of his professional sphere, David is a devoted father to four children and an active participant in Atlanta's Jewish community with his wife, Eileen. He has notably served as the president of Ohr Hatorah synagogue, overseeing significant projects like the acquisition of new property and the development of a new campus. David's leadership skills were further honed through his involvement in The Wexner Heritage Foundation, a distinguished North American leadership program with a focus on Israel.
David is also passionately involved in supporting the visually impaired, serving on the board of the Center for the Visually Impaired. His personal journey with a genetic condition affecting his vision has cultivated resilience and an exceptional ability to adapt and view life from unique perspectives, qualities that enrich both his personal and professional life.
In his role as Senior Vice President and Director of Alternative Investments, David, alongside his team, The Adelia Group, devises and implements holistic strategies for wealth protection and growth. These strategies are tailored to each client and cover investment management, liability management, tax mitigation, and estate planning. David's approach, characterized by honesty, timeliness, and humility, has solidified long-standing trust with his clientele.
Outside of his professional sphere, David is a devoted father to four children and an active participant in Atlanta's Jewish community with his wife, Eileen. He has notably served as the president of Ohr Hatorah synagogue, overseeing significant projects like the acquisition of new property and the development of a new campus. David's leadership skills were further honed through his involvement in The Wexner Heritage Foundation, a distinguished North American leadership program with a focus on Israel.
David is also passionately involved in supporting the visually impaired, serving on the board of the Center for the Visually Impaired. His personal journey with a genetic condition affecting his vision has cultivated resilience and an exceptional ability to adapt and view life from unique perspectives, qualities that enrich both his personal and professional life.
Securities Agent: PR, GA, NY, NC, LA, KY, WA, PA, FL, CA, AL, TN, OH, IN, WI, DC, NH, WV, MI, CT, CO, SC, AZ, MO, MD, MA, TX, NJ, IL, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1268234
NMLS#: 1268234
About Michael J. Taylor
Michael Taylor is a distinguished financial advisor dedicated to making a difference in his clients lives. Michael assists individuals, families, business owners and executives with a plethora of strategies all designed to grow and protect their wealth.
Michael graduated with honors from Cornell University and attended law school at the Georgetown University Law Center where he graduated in 2012, also with honors. After graduating, he joined Paul, Weiss, Rifkind, Wharton & Garrison LLP in their New York City office specializing in real estate and corporate matters. This experience gives Michael the ability to serve his clients as their financial quarterbacks---understanding and adding value to all areas of his clients financial life.
While Michael trained as a lawyer, his passion for finance and the stock market is long-lasting. He began investing at an early age and maintained his investing discipline and love for the markets throughout his life. It was this passion that led him to become a financial advisor, driven by his desire to help individuals navigate the challenges they face in their lives. Michael finds true fulfillment in getting to know his clients on a personal level, learning about their families, hobbies, and what motivates them to achieve success.
Beyond work, Michael enjoys walking the trails of Serenbe and sharing new places and experiences with his family. Michael lives in Brookhaven GA with his wife Amy, their two young children and dog. Michael and his family belong to Temple Sinai and are proud supporters of the Atlanta Jewish community and the Kennesaw State University Center for Young Adult Addiction and Recovery.
Michael graduated with honors from Cornell University and attended law school at the Georgetown University Law Center where he graduated in 2012, also with honors. After graduating, he joined Paul, Weiss, Rifkind, Wharton & Garrison LLP in their New York City office specializing in real estate and corporate matters. This experience gives Michael the ability to serve his clients as their financial quarterbacks---understanding and adding value to all areas of his clients financial life.
While Michael trained as a lawyer, his passion for finance and the stock market is long-lasting. He began investing at an early age and maintained his investing discipline and love for the markets throughout his life. It was this passion that led him to become a financial advisor, driven by his desire to help individuals navigate the challenges they face in their lives. Michael finds true fulfillment in getting to know his clients on a personal level, learning about their families, hobbies, and what motivates them to achieve success.
Beyond work, Michael enjoys walking the trails of Serenbe and sharing new places and experiences with his family. Michael lives in Brookhaven GA with his wife Amy, their two young children and dog. Michael and his family belong to Temple Sinai and are proud supporters of the Atlanta Jewish community and the Kennesaw State University Center for Young Adult Addiction and Recovery.
Securities Agent: PA, NC, FL, VA, OH, AL, MD, TN, LA, CT, MI, NH, WV, CO, WI, PR, IN, SC, NY, MA, WA, TX, IL, GA, CA, AZ, NJ, KY, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 2101292
NMLS#: 2101292
About Molly Morris
Molly joins The Adelia Group at Morgan Stanley with broad financial and analytical experience that she is eager to deploy on behalf of the team’s clients. Her experience includes working at the Federal Reserve Bank of Atlanta where she recruited business leaders from all regions of the U.S. to participate in the Atlanta Fed’s Survey of Business Uncertainty. Most recently, she worked as a financial analyst at Infinity Transportation and Equipment Leasing, a subsidiary of KKR. Her analytical approach and attention to detail have equipped her with strong problem-solving skills, making her a quick learner in fast-paced environments.
Molly graduated summa cum laude from Georgia State University in 2021 with a double-major in Economics and French. She received her Master’s in Economics cum laude from Georgia State as well. While studying at Georgia State, she was a member of the Cross Country and Track & Field teams. In her spare time Molly continues her passion in health and fitness by helping others achieve their health and wellness goals.
Molly graduated summa cum laude from Georgia State University in 2021 with a double-major in Economics and French. She received her Master’s in Economics cum laude from Georgia State as well. While studying at Georgia State, she was a member of the Cross Country and Track & Field teams. In her spare time Molly continues her passion in health and fitness by helping others achieve their health and wellness goals.
Contact David B Price
Contact Michael J. Taylor
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
Brian Ford
Private Banker
Eric Woodson
Planning Associate
About Brian Ford
NMLS# 687710
Brian Ford is a Private Banker serving Morgan Stanley Wealth Management offices in Georgia.
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.
Brian Ford began his career in financial services in 2006, and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, he served as a Regional Private Banker at Wells Fargo, as well as a Financial Advisor at Ameriprise Financial.
Brian is a graduate of the Georgia Institute of Technology, where he received a Bachelor of Science in Management. He and his family reside in Cumming, Georgia. Outside of the office, Brian dedicates his time to developing future leaders in youth athletics, serving as a Coach on his children’s baseball teams. When not on the field, he also enjoys running, traveling, watching sports, and spending time with his family.
Brian Ford is a Private Banker serving Morgan Stanley Wealth Management offices in Georgia.
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.
Brian Ford began his career in financial services in 2006, and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, he served as a Regional Private Banker at Wells Fargo, as well as a Financial Advisor at Ameriprise Financial.
Brian is a graduate of the Georgia Institute of Technology, where he received a Bachelor of Science in Management. He and his family reside in Cumming, Georgia. Outside of the office, Brian dedicates his time to developing future leaders in youth athletics, serving as a Coach on his children’s baseball teams. When not on the field, he also enjoys running, traveling, watching sports, and spending time with his family.
NMLS#: 687710
About Eric Woodson
Eric Woodson 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, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Eric 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.
He earned his undergraduate degree from Stockton University and received the Financial Planning Specialist® designation from the College for Financial Planning. Eric is originally from Summit, New Jersey and currently resides in Westfield, New Jersey.
He earned his undergraduate degree from Stockton University and received the Financial Planning Specialist® designation from the College for Financial Planning. Eric is originally from Summit, New Jersey and currently resides in Westfield, New Jersey.
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
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Adelia Group today.
1Alternative 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.
2When 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.
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.
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.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
6Morgan 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 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
2When 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.
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.
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.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
6Morgan 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 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)
