Dana Albright, CFP®, CIMA®, CEPA®
Senior Vice President, Wealth Advisor
Phone:
(720) 562-6233(720) 562-6233
The Beacon Group of Boulder at Morgan Stanley
Direct:
(720) 562-6233(720) 562-6233
Toll-Free:
(800) 787-5218(800) 787-5218
Industry Award WinnerOur Mission Statement
Our deepest purpose as an organization is to empower clients with wealth management solutions that align with their values, fostering both financial growth and lasting impact that transcends generations.
Welcome
We believe that true wealth is about more than just money – it’s about building a legacy, securing your future, and living with purpose.
By listening carefully to your needs and interests, we help you make informed decisions to align with your goals and values. Our approach blends a deep expertise and state of the art research with empathy and genuine interpersonal connection. We take the time to get to know your story, and the motives that drive your everyday decisions. We understand that our role involves being invited into a family’s most personal, challenging, and joyful moments, and feel honored to be in the passenger seat as you navigate the windy road that is life.
We’re committed to nurturing long-term relationships, educating our clients, and giving back to the communities that support us. Our team values a culture of kindness, while staying true to our recommendations. In serving families across generations, our job is to ease the transitions at every stage of life. We don’t view our clients as just investors, but as part of our extended family. If you value genuine connection, expertise, and education through personalized service, we’d love to connect!
Team Updates!
- Our team has been listed in Forbes 2024 & 2025 Best In State Wealth Management Teams
- Dana Albright was Named one of Forbes Best in State Wealth Advisors in 2022, 2023, 2024, & 2025 Forbes Best-In-State Wealth Advisors
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024, 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
2022, 2023, 2024, & 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2022, 2023, 2024, & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
By listening carefully to your needs and interests, we help you make informed decisions to align with your goals and values. Our approach blends a deep expertise and state of the art research with empathy and genuine interpersonal connection. We take the time to get to know your story, and the motives that drive your everyday decisions. We understand that our role involves being invited into a family’s most personal, challenging, and joyful moments, and feel honored to be in the passenger seat as you navigate the windy road that is life.
We’re committed to nurturing long-term relationships, educating our clients, and giving back to the communities that support us. Our team values a culture of kindness, while staying true to our recommendations. In serving families across generations, our job is to ease the transitions at every stage of life. We don’t view our clients as just investors, but as part of our extended family. If you value genuine connection, expertise, and education through personalized service, we’d love to connect!
Team Updates!
- Our team has been listed in Forbes 2024 & 2025 Best In State Wealth Management Teams
- Dana Albright was Named one of Forbes Best in State Wealth Advisors in 2022, 2023, 2024, & 2025 Forbes Best-In-State Wealth Advisors
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024, 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
2022, 2023, 2024, & 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2022, 2023, 2024, & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Services Include
- Wealth ManagementFootnote1
- Business Succession PlanningFootnote2
- Financial PlanningFootnote3
- Executive Financial ServicesFootnote4
- Estate Planning StrategiesFootnote5
- Philanthropic ManagementFootnote6
- LGBT+ Planning ServicesFootnote7
- Cash Management and Lending ProductsFootnote8
- Alternative InvestmentsFootnote9
- Divorce Financial AnalysisFootnote10
- Life InsuranceFootnote11
- Retirement PlanningFootnote12
- Planning for Individuals with Special Needs and their Families
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Core Value Statement
These are the values that influence our every decision. They are the driving force behind each of our daily activities and are at the core of how we operate our practice.
Integrity
We place our clients’ needs and interests first. We are honest in our feedback and recommendations – even when the message is hard to deliver. We deliver a quality in, quality out process to follow through on our promise and value proposition to clients. We’re genuine and work to help elevate the dignity of those we serve and the people with whom we interact.
Humility and Gratitude:
As active listeners, we provide thoughtful advice to clients. We take care of the things we love while supporting a collective community.
Evolution/Personal Growth and Education
We believe in leaving things in a better place than we found them. We carry that out by providing education and support to people seeking financial freedom and wellness. In addition, we continue to further our education to increase our knowledge and deliver the best care possible.
Sharing and Giving Back to the Community
We believe in feeding the community that feeds you through selfless giving. To do that, we help those who need loving action, not just monetary donations. In addition, financial education and nurturing the next generation are a priority for our team. This is reflected in our client relationships with the next gen, our community service and our commitment to education and growth.
Communication and Openness
Consistent communication is the salve for any relationship. To help optimize our team and client relationships, it's critical to practice openness and radical communication in the spirit of evolution. We communicate from the heart and the brain and are compassionate communicators when delivering our message.
Community Involvement
We are passionate about giving back to our communities and believe it is one of the most important things we can do. We are active with organizations that educate students in financial literacy, help address food scarcity, and encourage active outdoor lifestyles by volunteering at organizations that advocate for some of the leading issues of our time.
The organizations in which we are currently active include:
The organizations in which we are currently active include:
1. Securities Industry and Financial Markets Association education for elementary and middle school students
2. Conference of World Affairs at University of Colorado, Boulder
3. Crested Butte Nordic Center Board Member
Community Foodshare- Ensuring that thousands of kids in Boulder & Broomfield Counties have access to nutritious meals.
5. There With Care - supporting families in need with children with critical illnesses
**Through Becky Batizy’s volunteer work she was awarded an honorable mention award from Invest in Others for 2023 and a $2,000 grant for the Colorado League. This money has been earmarked for the school’s scholarship program to provide children with bicycles.
Learn MoreWhy We Are Passionate About Helping Entrepreneurial Families
Through personal experience, helping families and entrepreneurs became a focus area for the Beacon Group. For two generations, Dana’s family business thrived—fueled by hard work, vision, and shared values. But when it came time to transition the business to the third generation, everything changed.
Succession planning had always been an awkward, unspoken topic. No one wanted to rock the boat or have uncomfortable conversations, so we avoided them. When the time finally came to make decisions, we weren’t aligned. There was no clear plan, no unified direction, and ultimately, no path forward.
The business we had built over decades was sold to a private equity firm at a fraction of its value—not because it wasn’t successful, but because we were unprepared. The financial loss was one thing. The personal fallout was another. Relationships strained. Trust eroded. And what should have been a legacy became a source of tension and regret.
That experience shaped Dana’s passion for this work. She knows firsthand how devastating it can be when families and businesses collide without a plan. Today, we help business owners prepare for the future—not just to protect their financial interests, but to preserve the relationships and values that matter most.
Succession planning had always been an awkward, unspoken topic. No one wanted to rock the boat or have uncomfortable conversations, so we avoided them. When the time finally came to make decisions, we weren’t aligned. There was no clear plan, no unified direction, and ultimately, no path forward.
The business we had built over decades was sold to a private equity firm at a fraction of its value—not because it wasn’t successful, but because we were unprepared. The financial loss was one thing. The personal fallout was another. Relationships strained. Trust eroded. And what should have been a legacy became a source of tension and regret.
That experience shaped Dana’s passion for this work. She knows firsthand how devastating it can be when families and businesses collide without a plan. Today, we help business owners prepare for the future—not just to protect their financial interests, but to preserve the relationships and values that matter most.
The Business Owner
After dedicating your career to growing your business, explore how Morgan Stanley’s tailored approach, family office resources, and long-term commitment can help you plan for what’s next.
Click Here to Access the Resource
Qualified Small Business Stock
Explore how QSBS can help eligible business owners reduce or eliminate capital gains tax, making it a valuable tool for long-term planning and maximizing the value of your business.
Click Here to Access the Resource
Exiting Your Business: The Transaction of a Lifetime
Learn how thoughtful planning throughout the three stages of selling a business can help you avoid common pitfalls, maximize value, and ensure a smooth transition
Click Here to Access the Factsheet
Preparing For Life After Selling a Business
Explore strategies to help you redefine your purpose, manage newfound wealth, and build a fulfilling next chapter after stepping away from your business.
Click Here to Access the ArticleFamily Transitions
Life is full of change, and your financial strategy should evolve with it. Whether you're growing your family, navigating career shifts, caring for aging parents, or preparing for life's more difficult moments, our team has the experience and tools to offer tailored guidance and resources to help you make informed decisions through every stage.
Next Generation
Growing your family comes with a myriad of financial unknowns where planning can help bring clarity to your shifting landscape.
Family Dynamics
Families with special needs require thoughtful financial and legal planning to protect federal benefits and create lifetime financial support. Those in the LGBTQ+ community can also face unique financial considerations, including family planning and healthcare needs.
Education
Financial literacy and education planning are important tools for raising fiscally responsible kids. From preschool to postgraduate, we offer tools and insights to help you build a personalized education plan that ebbs and flows with your family's needs.
Asset Transactions
Acquiring and selling real estate and business assets requires coordination, tax planning and access to an array of cash management and lending solutions. Whether you're buying a home or business, refinancing, or disposing of assets, our tailored lending solutions, liquidity access lines, and cash management tools are designed to support you through time.
Marriage
Establishing a household partnership requires a foundation of shared values, understanding each other's financial DNA, and open communication in order to endure the test of time.
Divorce
Navigating marital dissolutions and integrating blended families comes with additional complexities and planning needs. With a Certified Divorce Planning Analyst on our team, we're uniquely equipped to guide you through family transitions.
Disability & Aging Parents
Planning for the unexpected includes careful considerations for disability, injury, and incapacity to safeguard yourself and those you care about. According to the United States Social Security Administration, just over 1 in 4 of today's 20-year-olds will become disabled before reaching age 67.
Estate & Inheritance
Estate planning is the process of organizing, analyzing, and orchestrating both your financial and nonfinancial affairs and legal documents to effectively distribute your wealth prior to and following your death. It ensures your wishes are honored, your legacy is preserved, and provides a roadmap for your loved ones.
Location
1800 Broadway
Ste 120
Boulder, CO 80302
US
Direct:
(720) 562-6233(720) 562-6233
Toll-Free:
(800) 787-5218(800) 787-5218
Fax:
(303) 857-5441(303) 857-5441
Meet The Beacon Group of Boulder
Becky Batizy, CFP®, CDFA®
Financial Advisor, Vice President
Phone:
(720) 562-6214(720) 562-6214
Hannah Copeland
Registered Client Service Associate, Financial Planning Specialist*
Phone:
(720) 562-6217(720) 562-6217
About Dana Albright
Dana Weiss Albright, CFP®, CIMA®, CEPA®
Senior Vice President, Wealth Management
Financial Advisor
Education & Professional Certifications
• Bachelor of Science in Business Administration with an emphasis in both Finance and Operations Management from the University of Colorado at Boulder
• Certified Financial Planner™ Certification, CFP® ID #132186
• Certified Investment Management Analyst® Program, University of Pennsylvania, Wharton School of Business, CIMA® ID #116954
• Certified Exit Planning Analyst®, CEPA®
• Forbes Best in State Wealth Advisors in 2022, 2023, 2024, 2025
• Forbes Best in State Wealth Management Teams in 2022, 2023, 2024, 2025
Background
Dana has been helping clients attain financial security for 25 years. She works hand-in-hand with each client, employing a consultative style, disciplined process, and comprehensive approach to guide them in reaching their financial goals. Dana especially enjoys the relationships she has developed with clients.
Dana began with Morgan Stanley as an intern while in college and joined the firm after graduation to become a Financial Advisor. Dedicated to providing clients with the best possible advice, Dana has attained a high level of proficiency and earned prestigious certifications as a Financial Advisor. She completed rigorous training to earn her Certified Financial Planner™ designation and passed the intense educational requirements to receive her Certified Investment Manager Analyst designation through the University of Pennsylvania, Wharton School of Business. She has recently earned her Certified Exit Planning Analyst® (CEPA®) certification, which gives her unique qualifications and expertise to advise business owners, investors, and founders to align their business, personal, and financial goals to enhance enterprise value and increase readiness for potential transitions.
A graduate of the University of Colorado, Boulder, Dana received her Bachelor of Science in Business Administration, Finance and Operations Management. Dana, her husband Scott, and their Australian Shepherd Koda live here in Boulder. She enjoys the arts, skiing, bicycling, yoga and engaging in her community on the Front Range and in Crested Butte. Dana volunteers at local schools to teach children about financial literacy through the Securities Industry and Financial Markets Association. She also is an active board member and volunteer of the Crested Butte Nordic Center, a grant reader for the Boulder Community Foundation. She supports cancer patients via pro bono financial planning, and well as those affected by food scarcity by volunteering with There With Care and the Community Food Share.
2022, 2023, 2024, 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in September of year prior to the issuance of the award.
2022, 2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Securities Agent: OK, AK, ME, GA, AR, WA, VA, KS, OR, NC, TN, PA, NV, KY, IL, NY, NJ, DE, CT, WI, NM, UT, TX, MI, MA, FL, CO, WY, CA, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1372300
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC4617285 06/25
Senior Vice President, Wealth Management
Financial Advisor
Education & Professional Certifications
• Bachelor of Science in Business Administration with an emphasis in both Finance and Operations Management from the University of Colorado at Boulder
• Certified Financial Planner™ Certification, CFP® ID #132186
• Certified Investment Management Analyst® Program, University of Pennsylvania, Wharton School of Business, CIMA® ID #116954
• Certified Exit Planning Analyst®, CEPA®
• Forbes Best in State Wealth Advisors in 2022, 2023, 2024, 2025
• Forbes Best in State Wealth Management Teams in 2022, 2023, 2024, 2025
Background
Dana has been helping clients attain financial security for 25 years. She works hand-in-hand with each client, employing a consultative style, disciplined process, and comprehensive approach to guide them in reaching their financial goals. Dana especially enjoys the relationships she has developed with clients.
Dana began with Morgan Stanley as an intern while in college and joined the firm after graduation to become a Financial Advisor. Dedicated to providing clients with the best possible advice, Dana has attained a high level of proficiency and earned prestigious certifications as a Financial Advisor. She completed rigorous training to earn her Certified Financial Planner™ designation and passed the intense educational requirements to receive her Certified Investment Manager Analyst designation through the University of Pennsylvania, Wharton School of Business. She has recently earned her Certified Exit Planning Analyst® (CEPA®) certification, which gives her unique qualifications and expertise to advise business owners, investors, and founders to align their business, personal, and financial goals to enhance enterprise value and increase readiness for potential transitions.
A graduate of the University of Colorado, Boulder, Dana received her Bachelor of Science in Business Administration, Finance and Operations Management. Dana, her husband Scott, and their Australian Shepherd Koda live here in Boulder. She enjoys the arts, skiing, bicycling, yoga and engaging in her community on the Front Range and in Crested Butte. Dana volunteers at local schools to teach children about financial literacy through the Securities Industry and Financial Markets Association. She also is an active board member and volunteer of the Crested Butte Nordic Center, a grant reader for the Boulder Community Foundation. She supports cancer patients via pro bono financial planning, and well as those affected by food scarcity by volunteering with There With Care and the Community Food Share.
2022, 2023, 2024, 2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in September of year prior to the issuance of the award.
2022, 2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Securities Agent: OK, AK, ME, GA, AR, WA, VA, KS, OR, NC, TN, PA, NV, KY, IL, NY, NJ, DE, CT, WI, NM, UT, TX, MI, MA, FL, CO, WY, CA, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1372300
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC4617285 06/25
Securities Agent: OK, AK, ME, GA, AR, WA, VA, KS, OR, NC, TN, PA, NV, KY, IL, NY, NJ, DE, CT, WI, NM, UT, TX, MI, MA, FL, CO, WY, CA, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1372300
CA Insurance License #: 0D71949
AR Insurance License #: 6780799
NMLS#: 1372300
CA Insurance License #: 0D71949
AR Insurance License #: 6780799
About Becky Batizy
Becky Batizy, CFP®, CDFA®
Financial Advisor, Vice President
Education & Professional Certifications
• Bachelor of Arts & Science in International Affairs and Environmental Studies from the University of Colorado at Boulder
• Certified Financial Planner™ Certification, CFP® ID #429129
• Certified Divorce Financial Analyst® Certification
• Forbes Best in State Wealth Management Teams in 2022, 2023, 2024, 2025
Background
Becky believes that effective financial advising starts with genuine connection built on trust, understanding, and a clear sense of each client’s goals and values. She takes time to listen deeply to each client’s story, goals, and values, working with them to help create strategies that align with their vision for life.
As a Certified Divorce Financial Analyst®, Becky supports individuals navigating the complexities of divorce with care and thoughtful planning, helping them make informed decisions that pave the way for a stronger future.
Before becoming a Financial Advisor, Becky worked in various roles at Morgan Stanley ranging from Intern to Registered Service Assistant to Senior Sales Assistant and Portfolio Associate. These experiences shaped her commitment to reliability, responsiveness, and clarity in every client interaction.
Born in Budapest, Hungary, Becky moved to the U.S. as a young child and later graduated from the University of Colorado Boulder with a degree in International Affairs and Environmental Studies, focusing on developing nations. Today, she lives in Boulder with her husband, Paul, and their two adult sons, Miles and Mason. Outside of work, she finds joy in reading, gardening, cooking, and mountain biking.
Becky is also deeply engaged in her community. She spent eight years volunteering as a coach with the Boulder High Mountain Bike Team and currently serves on the board of the Colorado High School Mountain Bike League. Her dedication was recognized with honorable mention awards from the Invest in Others Foundation in both 2023 and 2024. She pursues her passion for uplifting women and the next generation by mentoring students at the University of Colorado Center for Leadership and serving as an active member of the University Women’s Club.
She finds the most meaning in watching her clients step into their futures with clarity, confidence, and peace of mind.
2022, 2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
2022, 2023, 2024, 2025 Forbes Best-In- State Wealth Management Teams
Source: Forbes.com 2022, 2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams ranking awarded in 2022, 2023,
2024, 2025. 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 March of the previous year the award was issued,
having commenced in March 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, for placement on its rankings. This ranking is based on in-person and
telephone due diligence meetings to evaluate each Financial 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 may not be representative of any one client’s experience; investors must
carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. 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.
Securities Agent: CA, NM, IA, IL, WY, NC, MA, KS, DE, AZ, AR, NY, WI, WA, UT, OR, VA, MD, TX, OK, AK, NJ, MI, KY, CT, TN, FL, SC, ME, PA,
GA, CO, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1558038
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.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC4714267 08/25
Financial Advisor, Vice President
Education & Professional Certifications
• Bachelor of Arts & Science in International Affairs and Environmental Studies from the University of Colorado at Boulder
• Certified Financial Planner™ Certification, CFP® ID #429129
• Certified Divorce Financial Analyst® Certification
• Forbes Best in State Wealth Management Teams in 2022, 2023, 2024, 2025
Background
Becky believes that effective financial advising starts with genuine connection built on trust, understanding, and a clear sense of each client’s goals and values. She takes time to listen deeply to each client’s story, goals, and values, working with them to help create strategies that align with their vision for life.
As a Certified Divorce Financial Analyst®, Becky supports individuals navigating the complexities of divorce with care and thoughtful planning, helping them make informed decisions that pave the way for a stronger future.
Before becoming a Financial Advisor, Becky worked in various roles at Morgan Stanley ranging from Intern to Registered Service Assistant to Senior Sales Assistant and Portfolio Associate. These experiences shaped her commitment to reliability, responsiveness, and clarity in every client interaction.
Born in Budapest, Hungary, Becky moved to the U.S. as a young child and later graduated from the University of Colorado Boulder with a degree in International Affairs and Environmental Studies, focusing on developing nations. Today, she lives in Boulder with her husband, Paul, and their two adult sons, Miles and Mason. Outside of work, she finds joy in reading, gardening, cooking, and mountain biking.
Becky is also deeply engaged in her community. She spent eight years volunteering as a coach with the Boulder High Mountain Bike Team and currently serves on the board of the Colorado High School Mountain Bike League. Her dedication was recognized with honorable mention awards from the Invest in Others Foundation in both 2023 and 2024. She pursues her passion for uplifting women and the next generation by mentoring students at the University of Colorado Center for Leadership and serving as an active member of the University Women’s Club.
She finds the most meaning in watching her clients step into their futures with clarity, confidence, and peace of mind.
2022, 2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
2022, 2023, 2024, 2025 Forbes Best-In- State Wealth Management Teams
Source: Forbes.com 2022, 2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams ranking awarded in 2022, 2023,
2024, 2025. 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 March of the previous year the award was issued,
having commenced in March 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, for placement on its rankings. This ranking is based on in-person and
telephone due diligence meetings to evaluate each Financial 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 may not be representative of any one client’s experience; investors must
carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. 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.
Securities Agent: CA, NM, IA, IL, WY, NC, MA, KS, DE, AZ, AR, NY, WI, WA, UT, OR, VA, MD, TX, OK, AK, NJ, MI, KY, CT, TN, FL, SC, ME, PA,
GA, CO, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1558038
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.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC4714267 08/25
Securities Agent: CA, NM, IA, IL, WY, NC, MA, KS, DE, AZ, AR, NY, WI, WA, UT, OR, VA, MD, TX, OK, AK, NJ, MI, KY, CT, TN, FL, SC, ME, PA, GA, CO, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1558038
NMLS#: 1558038
About Hannah Copeland
Hannah Copeland
Registered Client Service Associate
Education & Professional Certifications
• Bachelor of Science in Business Administration with an emphasis in Marketing from the University of Colorado at Boulder
• Certificate in Real Estate from the University of Colorado at Boulder
• Registered Client Service Associate
• Financial Planning Specialist Designation*
Background
A native of Danville, California, Hannah attended the University of Colorado Boulder Leeds School of Business from 2016 to 2020. She earned her Bachelors of Science in Business Administration with an emphasis in Marketing and a Certificate in Real Estate. Shortly after graduation, Hannah joined Morgan Stanley as a Client Service Associate and has since become a Registered Client Service Associate and Financial Planning Specialist*.
As the first point of contact for clients, Hannah helps ensure that every individual that works with us feels welcomed, supported, and cared for from the very start. Whether assisting with account questions, processing requests, or coordinating with the team to address more complex needs, Hannah is dedicated to making clients’ day-to-day financial lives simpler and easier.
With her licenses and designation, Hannah is equipped to assist with investment orders at the direction of clients or her Financial Advisors. She has a deep understanding of financial planning concepts and assists in preparation of financial plans. Her broad knowledge of the firm’s cash management capabilities, estate planning strategies, and digital offerings enables her to provide seamless support alongside the team.
Clients appreciate Hannah’s approachable and responsive style, as well as her commitment to making their experience with Morgan Stanley as smooth and reassuring as possible. She is passionate about building authentic relationships and helping clients feel confident and informed every step of the way.
Outside of work, Hannah enjoys Pilates, trying new recipes in the kitchen, skiing in the winter months, and spending time with friends.
*This role cannot solicit or provide investment advice
Morgan Stanley Smith Barney LLC. Member SIPC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley
Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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 matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.
CRC4714365 08/25
Registered Client Service Associate
Education & Professional Certifications
• Bachelor of Science in Business Administration with an emphasis in Marketing from the University of Colorado at Boulder
• Certificate in Real Estate from the University of Colorado at Boulder
• Registered Client Service Associate
• Financial Planning Specialist Designation*
Background
A native of Danville, California, Hannah attended the University of Colorado Boulder Leeds School of Business from 2016 to 2020. She earned her Bachelors of Science in Business Administration with an emphasis in Marketing and a Certificate in Real Estate. Shortly after graduation, Hannah joined Morgan Stanley as a Client Service Associate and has since become a Registered Client Service Associate and Financial Planning Specialist*.
As the first point of contact for clients, Hannah helps ensure that every individual that works with us feels welcomed, supported, and cared for from the very start. Whether assisting with account questions, processing requests, or coordinating with the team to address more complex needs, Hannah is dedicated to making clients’ day-to-day financial lives simpler and easier.
With her licenses and designation, Hannah is equipped to assist with investment orders at the direction of clients or her Financial Advisors. She has a deep understanding of financial planning concepts and assists in preparation of financial plans. Her broad knowledge of the firm’s cash management capabilities, estate planning strategies, and digital offerings enables her to provide seamless support alongside the team.
Clients appreciate Hannah’s approachable and responsive style, as well as her commitment to making their experience with Morgan Stanley as smooth and reassuring as possible. She is passionate about building authentic relationships and helping clients feel confident and informed every step of the way.
Outside of work, Hannah enjoys Pilates, trying new recipes in the kitchen, skiing in the winter months, and spending time with friends.
*This role cannot solicit or provide investment advice
Morgan Stanley Smith Barney LLC. Member SIPC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley
Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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 matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.
CRC4714365 08/25
Contact Dana Albright
Contact Becky Batizy
Hear From Our Clients
As a physician with a busy practice, I had no time or bandwidth to plan for my retirement. Fortunately, Becky and her team were able to manage my investments over the last decade, allowing my husband and I to retire two years ago. This was impressive given the chaotic market during the covid years. I value Becky’s communication skills, understanding of turbulent markets and knowledge of financial obstacles, common to the newly retired.
Kathy
Verified ClientAugust 7, 2025
My wife and I have been working with the Beacon Group for over 20 years. Over these years we have appreciated their financial guidance and personal touch. We have felt well taken care of when we have financial questions, decisions to make, or market concerns. We have received spontaneous calls from them when the market has been crazy, just to reassure us. We are now comfortably retired, thanks in large part to Dana and Becky. They continue to be advisors we trust, as well as valued friends.
Craig
Verified ClientAugust 26, 2025
My wife and I have worked with Becky and Dana for eight years. Thanks to them we were able to comfortably reach our retirement goals two years ago. They're diligent, dedicated and extremely knowledgeable about all of the financial implications concerning retirement, including the many savings vehicles and their tax consequences. Becky helped set up a comfortable plan that enabled us to retire on schedule. She is personable and easy to talk with, which made the entire process enjoyable.
Ira
Verified ClientAugust 26, 2025
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
3846129 9/24
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2022-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2022-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes America's Top Wealth Advisors
Forbes America's Top Wealth Advisors Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.
2
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
Carrie Wayment
Associate Private Banker
About Carrie Wayment
Carrie Wayment is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Colorado, Wyoming, and Utah.
Associate Private Bankers partner with Private Bankers and 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.
Carrie began her career in financial services in 2010, when she joined Morgan Stanley as an Administrative Assistant. In 2014, she was promoted to Associate Private Banker.
Carrie is a graduate of the University of Utah, where she received a Bachelor of Science in Recreation and Leisure Studies. She lives in Salt Lake City, Utah.
Outside of the office, Carrie volunteers at the Utah Refugee Center teaching refugee women how to sew. She is on the board of directors for Interwoven, a non-profit helping women hone their sewing skills for job placement. She also enjoys knitting, quilting, traveling, working in her yard and watching college football and basketball games.
Associate Private Bankers partner with Private Bankers and 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.
Carrie began her career in financial services in 2010, when she joined Morgan Stanley as an Administrative Assistant. In 2014, she was promoted to Associate Private Banker.
Carrie is a graduate of the University of Utah, where she received a Bachelor of Science in Recreation and Leisure Studies. She lives in Salt Lake City, Utah.
Outside of the office, Carrie volunteers at the Utah Refugee Center teaching refugee women how to sew. She is on the board of directors for Interwoven, a non-profit helping women hone their sewing skills for job placement. She also enjoys knitting, quilting, traveling, working in her yard and watching college football and basketball games.
NMLS#: 1166865
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Wealth Management
Global Investment Office
Portfolio Insights
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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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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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
Leveraging Social Media to Raise Funds and Awareness
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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
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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Ready to start a conversation? Contact The Beacon Group of Boulder 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 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.
3Morgan 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley 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.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan 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
9Alternative 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.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12When 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.
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 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.
3Morgan 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley 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.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Morgan 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
9Alternative 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.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
12When 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.
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.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
