Executive Director, Financial Advisor, Family Wealth Advisor, Senior Portfolio Management Director
Phone:
(315) 448-3373(315) 448-3373
The Black Group at Morgan Stanley
Direct:
(315) 448-3373(315) 448-3373
Our Mission Statement
We endeavor to know and understand your financial situation and provide you with the highest quality information, services, and solutions to help you reach your goals.
Our Story and Services
Patricia Black, known as Patty to her clients and colleagues, has built a remarkable career as a financial advisor over the past 23 years at Morgan Stanley. With a keen eye for investments and a deep understanding of her clients' financial needs, she has earned a reputation for her dedication and expertise in wealth management.
Recognizing the changing landscape of her industry and the importance of catering to the next generation of clients, Patty decided to bring her 31-year-old son, Matt Reilley, into the family business. With 7 years of experience in the financial industry, Matt has a fresh perspective and modern approach that complements Patty's seasoned expertise.
The Black Group focuses on the changing needs of their clients offering financial planning, tax-efficient investment strategies, estate planning and asset protection to assist in preserving and growing their clients’ wealth.
Together, along with the support professional Katie Mathewson, they form The Black Group. This new team combines traditional values with innovative strategies to meet the evolving needs of their clients. Katie's organizational skills and attention to detail complement Patty and Matt's financial expertise, ensuring seamless operations and exceptional client service.
By working together, The Black Group can not only continue providing top-notch service to their current clients but also establish connections with the next generation of clients, including their children.
With this dedicated team in place, Patty feels confident in the future of their business and the ability to set themselves apart in the industry. The blend of experience, innovative ideas, and effective support ensures continued success for The Black Group for years to come.
Recognizing the changing landscape of her industry and the importance of catering to the next generation of clients, Patty decided to bring her 31-year-old son, Matt Reilley, into the family business. With 7 years of experience in the financial industry, Matt has a fresh perspective and modern approach that complements Patty's seasoned expertise.
The Black Group focuses on the changing needs of their clients offering financial planning, tax-efficient investment strategies, estate planning and asset protection to assist in preserving and growing their clients’ wealth.
Together, along with the support professional Katie Mathewson, they form The Black Group. This new team combines traditional values with innovative strategies to meet the evolving needs of their clients. Katie's organizational skills and attention to detail complement Patty and Matt's financial expertise, ensuring seamless operations and exceptional client service.
By working together, The Black Group can not only continue providing top-notch service to their current clients but also establish connections with the next generation of clients, including their children.
With this dedicated team in place, Patty feels confident in the future of their business and the ability to set themselves apart in the industry. The blend of experience, innovative ideas, and effective support ensures continued success for The Black Group for years to come.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Key Services
At The Black Group, we provide a wide array of services centered on your financial goals. We believe that identifying financial solutions begins with a solid understanding of each clients' situation, goals, objectives, and risk tolerance.
Financial Planning
We're here to help manage the stress around financial decisions by offering knowledge and thoughtful guidance. As your life stage changes, so do your goals. Our platform allows you to look across your assets and liabilities to help you adapt your strategy to meet those changing demands. Whether it is saving for retirement and other expenses, securing retirement income, healthcare planning, taxes, education, or legacy planning, we're here for you.
Legacy & Estate Planning
Everyone has a unique vision for their legacy. We can review your estate planning strategies in an effort to preserve, manage, and distribute your assets during and after your lifetime, while helping to minimize taxation. This can help to achieve your legacy and assist those you care about the most to preserve your wishes while also balancing the needs of your entire family. Connect with us to learn more about your options and next steps.
Endowments and Foundations
A private (non-operating) foundation is a charitable entity, usually controlled by the donor, that makes grants to public charities or, in some cases, other private foundations or individuals. At Morgan Stanley, we have many strategies available for Endowments and Foundations.
Trust Services
Our corporate trustee partners have different administrative capabilities and service different types of trusts. This allows for a broad range of corporate trustee solutions that may help best fit your needs.
401(k) Rollovers
The decision to roll over your retirement assets from a retirement plan or an IRA is one of the more important financial decisions you will make. Your retirement assets may represent a substantial source of your future retirement income and there are many factors you should consider in determining whether to roll over your assets.
Working With You
At The Black Group, our role is to tailor a personalized financial strategy which fits your needs. In our experience working with clients, we have developed a step-by-step approach to service.
Step 1: Discovery Process
We take the time to fully understand you and your family - whether you're planning for retirement, purchasing a new home, or living out your golden years - we consider virtually all of your challenges, goals, and aspirations when building your financial picture.
Step 2: Forming Your Strategy
Using your life goals as our compass, we create a risk-balanced strategy which helps map a clear path to potentially achieving your success.
Step 3: Implementing Your Plan
We apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources, to ensure swift decisive action in various market scenarios.
Step 4: Measuring Your Success
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
Investor Tools & Resources
Our comprehensive suite of digital tools and resources are designed to help enhance every aspect of your financial life. Below are a few of the technologies that we offer our clients.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
On The Markets Monthly Research Report
On The Markets Monthly Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Goals-Based Planning: Plan for Your Future
Using a suite of tools that includes goal-specific analysis, your Morgan Stanley Financial Advisor can help you achieve your financial goals. Together, you and your Financial Advisor can create a personalized and dynamic wealth management strategy to help you prepare for a successful financial future.
LifeView® Intelligent Planning
LIfeView® is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, holistic strategy that integrates the various aspects of an individual's financial life. Including investments and cash management needs.
Family Office Resources
As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities. Family Office Resources works with our team to service you and your family.
Thoughts on the Market Podcasts
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Morgan Stanley Online (MSO)
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Professional Accomplishments
These awards and recognitions illustrate The Black Group's commitment to deliver clients an unparalleled experience.
Forbes Top Women Wealth Advisors Best-In-State
Patty Black was named to the Forbes Top Women Wealth Advisors Best-In-State List in New York in both 2024 and 2025. This prestigious honor highlights Patty's dedication to providing personalized financial guidance and building lasting relationships with her clients. Her commitment to helping individuals and families navigate their financial journeys with confidence is at the heart of everything she does.
Disclosure:
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 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.
Forbes Best-In-State Wealth Advisors
Patty Black was named to the Forbes Best-In-State Wealth Advisors List in New York from 2022-2024. This recognition is a testament to Patty's unwavering dedication to helping her clients achieve their financial goals through personalized guidance and thoughtful planning.
Disclosure:
2022-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Senior Portfolio Management Director
Patty Black is a Senior Portfolio Management Director which is the highest designation Portfolio Managers at Morgan Stanley can achieve. Portfolio Managers are qualified to manage client assets based on extensive training, experience, and a dedication to sound investment principles.
Financial Planning Specialist
Patty Black is a Financial Planning Specialist at Morgan Stanley. Being a Financial Planning Specialist focuses on creating personalized financial plans to help clients achieve their financial goals. Patty takes a detailed look at each client's financial situation and develops strategies tailored to areas like retirement planning, tax efficiency, estate planning, and investment management.
Family Wealth Advisor
Patty Black is a Family Wealth Advisor at Morgan Stanley. Being a Family Wealth Advisor is all about helping high-net-worth families manage, grow, and transfer their wealth across generations. Patty takes a holistic approach to financial planning, considering not just investments but the family's broader goals, values, and legacy.
Location
250 So. Clinton St
Ste 500
Syracuse, NY 13202
US
Direct:
(315) 448-3373(315) 448-3373
Meet The Black Group
Phone:
(315) 448-3362(315) 448-3362
Katie Mathewson
Client Service Associate
Phone:
(315) 448-3303(315) 448-3303
About Patricia R Black
Patty Black is an Executive Director, Senior Portfolio Management Director, Family Wealth Advisor, and Financial Planning Specialist at Morgan Stanley. She has 26 years of combined experience in the areas of investments, financial and retirement planning for individuals, business owners and institutions. After practicing as an accountant* for ten years, focusing on tax, compliance and management of qualified/non-qualified retirement plans, Patty joined Morgan Stanley and became an Investment Management Associate of the Morgan Stanley Consulting Group.
In 2003, Patty received her Financial Planning Specialist designation issued by the Certified Financial Planner Board of Standards, Inc. and in 2018 Patty earned the title of Family Wealth Advisor. Patty works closely with high-net-worth families and their children and parents, offering comprehensive estate planning strategies and wealth transfer considerations.
Patty is a graduate of Geneseo State College where she received her Bachelor of Science degree in Accounting. Her depth of knowledge in accounting and tax helps enable her to work with attorneys and accountants to coordinate their services when helping address estate planning issues or in the pursuit of tax efficient strategies. In addition to working with individuals, Patty services the needs of several foundations, endowments, and corporate pension plans.
Patty currently serves her community as a member of the Board of Directors for Crouse Hospital as well as a member of the Crouse Pension Committee. She also served as a former member of the Rescue Mission Planned Gift Committee and member of the Fayetteville Manlius Youth Recreation Committee and women’s basketball coach.
From 2022-2024, Patty was named to the Forbes Best-In-State Wealth Advisors List in New York.
In 2024 & 2025, Patty was named to the Forbes Best-In-State Women Advisors List in New York.
In 2025, Patty was awarded the title of Senior Portfolio Management Director at Morgan Stanley.
Patty lives in Fayetteville and has two children, Lauren and Matthew.
*Does not perform this function at Morgan Stanley
Disclosures:
2022-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
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 2024 & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in
In 2003, Patty received her Financial Planning Specialist designation issued by the Certified Financial Planner Board of Standards, Inc. and in 2018 Patty earned the title of Family Wealth Advisor. Patty works closely with high-net-worth families and their children and parents, offering comprehensive estate planning strategies and wealth transfer considerations.
Patty is a graduate of Geneseo State College where she received her Bachelor of Science degree in Accounting. Her depth of knowledge in accounting and tax helps enable her to work with attorneys and accountants to coordinate their services when helping address estate planning issues or in the pursuit of tax efficient strategies. In addition to working with individuals, Patty services the needs of several foundations, endowments, and corporate pension plans.
Patty currently serves her community as a member of the Board of Directors for Crouse Hospital as well as a member of the Crouse Pension Committee. She also served as a former member of the Rescue Mission Planned Gift Committee and member of the Fayetteville Manlius Youth Recreation Committee and women’s basketball coach.
From 2022-2024, Patty was named to the Forbes Best-In-State Wealth Advisors List in New York.
In 2024 & 2025, Patty was named to the Forbes Best-In-State Women Advisors List in New York.
In 2025, Patty was awarded the title of Senior Portfolio Management Director at Morgan Stanley.
Patty lives in Fayetteville and has two children, Lauren and Matthew.
*Does not perform this function at Morgan Stanley
Disclosures:
2022-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
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 2024 & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in
Securities Agent: OH, DC, CA, VA, NH, LA, CT, SC, FL, CO, NC, NY, IL, RI, ME, MD, MA, TX, NJ, KS, AR, WA, VT, TN, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1253181
NMLS#: 1253181
About Matt Reilley
Matt Reilley began his career in the Financial Services Industry in 2017 at Morgan Stanley, where he became a fully licensed Financial Advisor. He then joined Robinhood Financial in 2019, where he focused on advising clients on effective stock option strategies. He rejoined Morgan Stanley in early 2022 to assist with the growth and client services of The Black Group.
Growing up in the family of a Financial Advisor, Matt was constantly learning and building enthusiasm for the markets. It was through his ongoing learning that Matt realized the importance of advising clients to chart successful investing paths. Throughout his early career, all roads kept leading back to being an advisor. Few things in life are as important as how you manage your money. Bridging this gap and helping people to understand their financial journey is the principal reason Matt became a Financial Advisor.
Matt is excited to help deliver to the clients the benefits the team structure can bring – with expanded resources and better client coverage. His favorite parts of the business are helping guide all generations of a household to be able to get where they want to be financially and providing clients with the ability to realize their full financial potential.
Matt takes a 24/7 365 approach to clients’ money management needs and it is something he differentiates himself on. Understanding where a client wants to go in their financial path while encompassing their immediate needs, positions Matt and the team to help provide confidence. Matt is a resource who can support clients with important life decisions.
Matt is deeply committed to making a client’s financial journey frictionless while supplying them with the resources to navigate any situation. He is enthusiastic about educating the younger generation with topics surrounding money management solutions and opportunities, as well as navigating the various cash management and investment tools the firm offers.
Matt graduated from the University of Pittsburgh with a degree in Economics. He splits his time between Florida and New York and enjoys spending time with his niece, Mila, and his nephew, James. He is a fan of Pitt Sports, Golf, and being out on the water.
Growing up in the family of a Financial Advisor, Matt was constantly learning and building enthusiasm for the markets. It was through his ongoing learning that Matt realized the importance of advising clients to chart successful investing paths. Throughout his early career, all roads kept leading back to being an advisor. Few things in life are as important as how you manage your money. Bridging this gap and helping people to understand their financial journey is the principal reason Matt became a Financial Advisor.
Matt is excited to help deliver to the clients the benefits the team structure can bring – with expanded resources and better client coverage. His favorite parts of the business are helping guide all generations of a household to be able to get where they want to be financially and providing clients with the ability to realize their full financial potential.
Matt takes a 24/7 365 approach to clients’ money management needs and it is something he differentiates himself on. Understanding where a client wants to go in their financial path while encompassing their immediate needs, positions Matt and the team to help provide confidence. Matt is a resource who can support clients with important life decisions.
Matt is deeply committed to making a client’s financial journey frictionless while supplying them with the resources to navigate any situation. He is enthusiastic about educating the younger generation with topics surrounding money management solutions and opportunities, as well as navigating the various cash management and investment tools the firm offers.
Matt graduated from the University of Pittsburgh with a degree in Economics. He splits his time between Florida and New York and enjoys spending time with his niece, Mila, and his nephew, James. He is a fan of Pitt Sports, Golf, and being out on the water.
Securities Agent: KS, MD, LA, CT, PA, NJ, ME, CA, SC, IL, OH, AR, VT, RI, DC, CO, WA, NY, NH, TX, MA, GA, FL, VA, NC, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 2648665
NMLS#: 2648665
About Katie Mathewson
Katie is a Client Service Associate at Morgan Stanley. She began her career in July of 2017 as the Front Desk Receptionist. She received her Bachelor of Fine Arts in English from SUNY Cortland in 2007.
Prior to joining Morgan Stanley, she worked at Health Direct Institutional Pharmacy as a Pharmacy Technician, working her way up to Shift Supervisor in less than 2 years, and then six months later becoming Assistant Facility Manager. Simultaneously, Katie has held a secondary job working for a local event company as an Event Coordinator/DJ.
Katie is focused on the administrative component of The Black Group's practice, which includes servicing clients’ day to day financial needs, providing telephone coverage, and assisting with any operational questions or inquiries.
Katie was raised in Syracuse and still resides there. Her hobbies include reading, traveling, and baking. Any free time is spent with her son, her boyfriend, family & friends.
Prior to joining Morgan Stanley, she worked at Health Direct Institutional Pharmacy as a Pharmacy Technician, working her way up to Shift Supervisor in less than 2 years, and then six months later becoming Assistant Facility Manager. Simultaneously, Katie has held a secondary job working for a local event company as an Event Coordinator/DJ.
Katie is focused on the administrative component of The Black Group's practice, which includes servicing clients’ day to day financial needs, providing telephone coverage, and assisting with any operational questions or inquiries.
Katie was raised in Syracuse and still resides there. Her hobbies include reading, traveling, and baking. Any free time is spent with her son, her boyfriend, family & friends.
Contact Patricia R Black
Contact Matt Reilley
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
Elizabeth Menteur
Private Banker
Emilio LaPietra, CFP®
Financial Planning Director, Vice President
Nancy H. Sheftic, CFP®
Financial Planning Director, Assistant Vice President
About Elizabeth Menteur
Elizabeth Menteur is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Elizabeth began her career in financial services in 2013, and joined Morgan Stanley in 2017 as a Regional Client Engagement Associate. Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration
with a concentration in Finance. She lives in Saratoga Springs, New York.
Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys
traveling, painting and gluten free baking.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Elizabeth began her career in financial services in 2013, and joined Morgan Stanley in 2017 as a Regional Client Engagement Associate. Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration
with a concentration in Finance. She lives in Saratoga Springs, New York.
Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys
traveling, painting and gluten free baking.
NMLS#: 2329114
About Emilio LaPietra
Emilio LaPietra is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Central Eastern New York. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Emilio began his career in financial services in 2010, and joined Morgan Stanley in 2020. Prior to his current position, he worked at Fidelity Investments.
Emilio graduated from The College of Saint Rose and holds his Certified Financial Planner® designation . He lives in Saratoga Springs, New York.
Emilio began his career in financial services in 2010, and joined Morgan Stanley in 2020. Prior to his current position, he worked at Fidelity Investments.
Emilio graduated from The College of Saint Rose and holds his Certified Financial Planner® designation . He lives in Saratoga Springs, New York.
About Nancy H. Sheftic
Nancy is an Assistant Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in upstate New York. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Nancy began her career in financial services in 2005, and joined Morgan Stanley in 2019. Prior to her current position, she was a Team Financial Advisor with Merrill Lynch.
Nancy graduated from Le Moyne College and holds her Certified Financial Planner®. Nancy holds the following registrations: Series 7, Series 63, Series 66 and Life and Health insurance licenses and is a Notary Public. She also holds a Master’s in Business Administration from Le Moyne College.
Nancy lives in Baldwinsville, NY with her husband Patrick and their two sons, Dean and Alex. In her spare time, she loves being outdoors, especially hiking and skiing. Nancy also believes strongly in women being financially empowered and is a member of Morgan Stanley’s Women in Wealth employee group as well as 100 Women Who Care CNY.
Nancy began her career in financial services in 2005, and joined Morgan Stanley in 2019. Prior to her current position, she was a Team Financial Advisor with Merrill Lynch.
Nancy graduated from Le Moyne College and holds her Certified Financial Planner®. Nancy holds the following registrations: Series 7, Series 63, Series 66 and Life and Health insurance licenses and is a Notary Public. She also holds a Master’s in Business Administration from Le Moyne College.
Nancy lives in Baldwinsville, NY with her husband Patrick and their two sons, Dean and Alex. In her spare time, she loves being outdoors, especially hiking and skiing. Nancy also believes strongly in women being financially empowered and is a member of Morgan Stanley’s Women in Wealth employee group as well as 100 Women Who Care CNY.
NMLS#: 1421563
Private Bankers, Ultra High Net Worth (“UHNW”) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, 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
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Black Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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 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.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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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.
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Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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 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.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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Awards Disclosures
CRC 6491812 (04/2024), 3582895 (6/2024)
