Christopher Aitken, CFP®
Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Financial Planning Specialist, Senior Portfolio Manager, Workplace Advisor – Equity Compensation, Financial Wellness, Retirement
Phone:
(972) 964-4573(972) 964-4573
The Atlas Planning Group at Morgan Stanley
Our Mission Statement
Wealth is built by behavior.
Our Story
Named one of Forbes Best-In-State Wealth Management Teams 2023 and 2024
It’s about the journey, not just the destination.
Building investment strategies tailored to your needs and goals that also allow for flexibility should your situation, future goals, or assumptions change.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
It’s about the journey, not just the destination.
Building investment strategies tailored to your needs and goals that also allow for flexibility should your situation, future goals, or assumptions change.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
An Impactful Plan Contains Three Ingredients:
- Your Core Values and Beliefs: What is important to you about money and how you will get the greatest happiness from it?
- The Ability to Be Flexible: Your goals and circumstances are likely going to change over the years. A purposeful plan is built to adjust to your evolving family needs.
- Recommendations and Solutions that Clearly Support Your Goals: You should have a clear understanding how each recommendation is going to help you achieve each goal. Complete transparency in process and execution.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Events
The Atlas Planning Group strives to keep our clients informed and updated on the market.
We host a bi-weekly Market and More Call on Mondays to discuss current and future economic conditions.
We also host topic specific events where we take a deep dive into specific products or events.
We host a bi-weekly Market and More Call on Mondays to discuss current and future economic conditions.
We also host topic specific events where we take a deep dive into specific products or events.
Markets and More
Join us for our Bi-Weekly Monday calls to learn about what is going on in the markets.
Click Here to Learn MoreModern Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn more about Morgan Stanley Online
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
LifeView
LifeView is a suite of planning tools that creates a realistic, integrated strategy meant to incorporate aspects of an individual’s financial life, including investments and cash management needs. It also provides progress-to-goals reporting which illustrate complex planning strategies.
Access the LifeView Risk Tolerance Questionnaire
Family Office Resources
Family Office Resources (FOR) is a helpful resource that provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Learn more about Family Office Resources
Online Security Center
Safeguarding your assets and personal information is among our highest priorities here at the Atlas planning Group. Learn about our extensive security measures and take advantage of our vast array of resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn more about the Online Security Center
Goals-Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.
Learn more about Goals-Based Planning
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk Platform
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Click Here to Learn More
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Click Here to Learn MoreMonthly Updates
October Newsletter
Click Here to Read the UpdateSeptember Newsletter
Click Here to Read the UpdateAugust Newsletter
Click Here to Read the UpdateJuly Newsletter
Click Here to Read the UpdatePlanning For Your Family's Financial Needs
Philanthropic Planning
Your set of Philanthropic objectives is as personal as your vision of a better world. Determining your objectives however, can be challenging when there are so many worthy causes and so many unmet needs.
Strategic Philanthropy
Trust and Estate Planning
With you every step of the way. The Atlas Planning Group analyzes a client's tax and estate structures so that their tax characteristics are accurately incorporated in the asset allocation analysis performed for the client.
The State of Your Parents' Estate
Intangible Asset Management
Intangible assets are becoming increasingly important for individuals and companies to grow and generate profits.
Expectations and the Role of Intangible Assets
Family Governance
Particularly in the case of an ultra high net worth family engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together as a family, it's extremely important to have a sound framework within which to make decisions - in other words, a family governance system.
Family Governance System
Signature Access
A broad range of specialty services are available to enrich and enhance the health, safety, comfort, and interests of affluent families, from private aviation, personal security, art advisory, and household staffing, to private health advisory services and advisory services for single family offices.
The Lifestyle Advisory Offering
Wealth Education
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
Financial Empowerment Across GenerationsLocation
7500 Dallas Parkway
Suite 500
Plano, TX 75024
US
Direct:
(972) 964-4573(972) 964-4573
2121 N. Pearl St
Suite 500
Dallas, TX 75201
US
Meet The Atlas Planning Group
Mark K. Duckworth, MBA, CRPC®
First Vice President, Financial Advisor, Chartered Retirement Planning Counselor, Senior Portfolio Manager, Workplace Advisor – Equity Compensation, Financial Wellness, Retirement
Phone:
(214) 661-7060(214) 661-7060
Scott E.A, Schober, CEPA®
Vice President, Wealth Management, Financial Advisor
Phone:
(972) 964-4528(972) 964-4528
Phone:
(214) 661-7093(214) 661-7093
About Christopher Aitken
Chris is a CERTIFIED FINANCIAL PLANNER® and Senior Portfolio Manager at Morgan Stanley and has been a Financial Advisor with Morgan Stanley for over ten years. As a pivotal and trusted member of The Atlas Planning Group, Chris works diligently with his clients to develop financial strategies and customized financial plans designed to help meet each client’s unique needs and retirement goals that goes well beyond simply investing. Chris takes the time to genuinely listen to his clients to learn what is important to them, what they value, and what they are trying to accomplish.
Chris takes pride in his ability to take complicated financial matters and transform them into clear, easy-to-understand concepts. From the beginning of the client relationship, Chris is there to guide his clients and help them navigate the daunting landscape of retirement. He serves his clients by not only offering financial advice and plans, but also by ensuring that his clients have confidence, peace-of-mind, and a clear understanding of their financial plan and what they can do to continue to sustain a successful plan. Chris believes wealth is a learned behavior and prioritizes educating his clients on wealth management and discipline, empowering them to improve financial decision-making and behavior to find balance in enjoying life today while preparing for tomorrow. He specializes in retirement income planning and holds several licenses including the Series 7, 66, and is licensed to sell Life Insurance and Long Term Care.
Chris believes that faith, family, and health are the core components of a productive life. Chris earned his Bachelor of Arts as a Business and Art major from the University of South Florida. He currently resides in Plano with his wife, Debrah. They enjoy reading, game night, and the great Texas outdoors.
Chris takes pride in his ability to take complicated financial matters and transform them into clear, easy-to-understand concepts. From the beginning of the client relationship, Chris is there to guide his clients and help them navigate the daunting landscape of retirement. He serves his clients by not only offering financial advice and plans, but also by ensuring that his clients have confidence, peace-of-mind, and a clear understanding of their financial plan and what they can do to continue to sustain a successful plan. Chris believes wealth is a learned behavior and prioritizes educating his clients on wealth management and discipline, empowering them to improve financial decision-making and behavior to find balance in enjoying life today while preparing for tomorrow. He specializes in retirement income planning and holds several licenses including the Series 7, 66, and is licensed to sell Life Insurance and Long Term Care.
Chris believes that faith, family, and health are the core components of a productive life. Chris earned his Bachelor of Arts as a Business and Art major from the University of South Florida. He currently resides in Plano with his wife, Debrah. They enjoy reading, game night, and the great Texas outdoors.
Securities Agent: NC, KS, TX, TN, SC, OK, MO, FL, LA, NY, MA, IN, PA, CO, CA, OH, NM, NJ, AR, WA, MI, WI, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1297924
NMLS#: 1297924
About Mark K. Duckworth, MBA
Mark joined Morgan Stanley in 2008 as a Chartered Retirement Planning Counselor and Financial Advisor in the Dallas Complex. Prior to joining Morgan Stanley, Mark was a Financial Advisor at Merrill Lynch beginning in 2005. Before entering the financial services industry, Mark worked in corporate finance where he was involved with corporate 401k plans, pension plans and learned the importance of investing and saving for retirement. As a member of The Atlas Planning Group at Morgan Stanley, Mark strives to take the time to truly understand a client's goals, concerns, and their history with investing. He explores family history, and personal values to help build a strategy that is more than just numbers.
Mark has always had a passion for investing and finance. He believes that with his guidance, expertise, and background he can help his clients set goals and make good investment decisions. Mark enjoys working as a team alongside his clients to develop long-term financial goals in order to plan for a secure future.
Mark is a graduate of The University of Texas at Austin and holds a bachelor’s degree in Finance. In addition, Mark has an MBA from The University of Texas at Dallas. Outside of work, Mark is an active member of his community. He is proud to run the annual golf tournament for The Clay Jones Legacy Foundation in Forney, Texas where they raise scholarship funds for the higher education of area graduating seniors. He and his wife Laura and their six children enjoy family gatherings, fishing, golf and traveling.
Mark has always had a passion for investing and finance. He believes that with his guidance, expertise, and background he can help his clients set goals and make good investment decisions. Mark enjoys working as a team alongside his clients to develop long-term financial goals in order to plan for a secure future.
Mark is a graduate of The University of Texas at Austin and holds a bachelor’s degree in Finance. In addition, Mark has an MBA from The University of Texas at Dallas. Outside of work, Mark is an active member of his community. He is proud to run the annual golf tournament for The Clay Jones Legacy Foundation in Forney, Texas where they raise scholarship funds for the higher education of area graduating seniors. He and his wife Laura and their six children enjoy family gatherings, fishing, golf and traveling.
Securities Agent: FL, CO, AR, IN, MA, SC, PA, TX, OK, NC, MI, CT, CA, NV, MD, WI, NY, WA, VA, NM, NJ, LA, KS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1339243
NMLS#: 1339243
About Scott E.A, Schober
Scott Joined Morgan Stanley in 2016 with thirteen years of prior financial services experience. Scott has worked in a financial capacity of one sort or another since 1972. Upon graduation in Wisconsin, he entered the service with the U.S. Army as a financial specialist. Upon completing his undergraduate degree in Agricultural Economics from the University of Wisconsin-Madison (1981) he held several financial positions in the Agricultural Industry in
Dallas, Texas. He subsequently held numerous financial positions with Electronic Data Systems initially in Michigan and then as Unit Controller for the Processing of EDS’s Financial Industry customers in Plano, TX. During his time with EDS, Scott obtained an MBA in International Business from the Cox School of Business at SMU through the Executive MBA Program. Scott continued his service as Munitions Officer with the U.S. Army Reserve until 1994 and was awarded numerous citations for his service.
Married to Candice for 45+Years they have two grown sons with whom they love to travel and explore the Nations National Parks. Scott and his sons are avid Fly fisherman travelling to Montana & Wyoming several times a year.
Dallas, Texas. He subsequently held numerous financial positions with Electronic Data Systems initially in Michigan and then as Unit Controller for the Processing of EDS’s Financial Industry customers in Plano, TX. During his time with EDS, Scott obtained an MBA in International Business from the Cox School of Business at SMU through the Executive MBA Program. Scott continued his service as Munitions Officer with the U.S. Army Reserve until 1994 and was awarded numerous citations for his service.
Married to Candice for 45+Years they have two grown sons with whom they love to travel and explore the Nations National Parks. Scott and his sons are avid Fly fisherman travelling to Montana & Wyoming several times a year.
Securities Agent: MI, CO, WA, OK, KS, VA, TX, IN, WI, NM, FL, CA, MA, LA, AR, NC, SC, NY, NH, PA, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 535981
NMLS#: 535981
About Dan Ibner
Dan joined Morgan Stanley in 2022 and is a Financial Planning Specialist in the Dallas Complex. Before joining Morgan Stanley, Dan worked as a Financial Advisor at Merrill Lynch beginning in 2019. Prior to joining the financial services industry, Dan served in the United States Army National Guard where he served for 6 years in Massachusetts and eventually The Texas Army National Guard.
Beginning his career with Bank of America as a Relationship Manager in 2017 Dan quickly realized his passion of helping others better their financial lives through education and wealth management. Now serving as a Financial Advisor within the Atlas Planning Group at Morgan Stanley, Dan helps serve the team’s clients in identifying their financial goals and implementing a strategy to help them secure their financial future.
With values grounded in his Faith, Dan strives to live a life of service to others through not only how he serves his clients and coworkers, but also his family and community. Dan and his Wife Julia live in McKinney, TX with their two children Nathan and Adeline. In his free time, Dan enjoys hiking, any kind of sports or exercise as well as spending quality time with loved ones.
Beginning his career with Bank of America as a Relationship Manager in 2017 Dan quickly realized his passion of helping others better their financial lives through education and wealth management. Now serving as a Financial Advisor within the Atlas Planning Group at Morgan Stanley, Dan helps serve the team’s clients in identifying their financial goals and implementing a strategy to help them secure their financial future.
With values grounded in his Faith, Dan strives to live a life of service to others through not only how he serves his clients and coworkers, but also his family and community. Dan and his Wife Julia live in McKinney, TX with their two children Nathan and Adeline. In his free time, Dan enjoys hiking, any kind of sports or exercise as well as spending quality time with loved ones.
Securities Agent: WV, CT, PR, OK, NE, CO, VT, VI, VA, OR, MT, MA, KS, IL, OH, NH, AL, WY, WA, UT, ME, MD, IA, HI, CA, AR, TX, SC, NV, NM, MO, KY, WI, MS, ID, DC, AK, ND, IN, FL, PA, NJ, NC, MN, GA, DE, AZ, SD, RI, NY, MI, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1861914
NMLS#: 1861914
Contact Christopher Aitken
Contact Mark K. Duckworth, MBA
Contact Scott E.A, Schober
Contact Dan Ibner
Wealth Management
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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
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
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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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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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.
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact The Atlas Planning Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When 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.
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
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When 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.
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)
