
The Blackwell Carroll Group at Morgan Stanley
Direct:
(505) 872-7316(505) 872-7316
Toll-Free:
(800) 776-5973(800) 776-5973

Our Mission Statement
To use our creativity, objectivity, and passion in financial planning to help maximize the positive impact we can make on the lives our clients, their families, and their communities.
Optimize your financial future.
Engineering and scientifically minded individuals and their families work with The Blackwell Carroll Group to optimize their financial future. Every financial plan we create is tailored to each client's unique and specific goals. What might work for someone without children who wants to retire early and travel, won’t necessarily work for someone with children or for clients who are taking care of elderly parents. We recognize this, and this is why we take much pride and care in creating, implementing and monitoring personalized plans for each unique client.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
6565 Americas Pkwy NE
Suite 400
Albuquerque, NM 87110
US
Direct:
(505) 872-7316(505) 872-7316
Toll-Free:
(800) 776-5973(800) 776-5973
Meet The Blackwell Carroll Group
About Michael Blackwell
Michael Blackwell joined Morgan Stanley in 2007. Michael focuses on comprehensive financial planning. Prior to Morgan Stanley, Michael spent six years in the information technology sector where he served as a Delivery Project Executive at IBM and a Director of Field Services at Dimension Data. Prior to working in information technology, Michael’s professional engineering career began in manufacturing as a metallurgist with Carpenter Technology Corporation. Michael holds a Master’s Degree from University of Pennsylvania in Materials Science & Engineering where he graduated Cum Laude. He conducted thesis research work at Oak Ridge National Laboratory. He holds a Bachelor’s Degree in Materials Science & Engineering from Lehigh University where he graduated Magna Cum Laude and he currently serves on the Lehigh University Alumni Board. He completed his financial planning studies at Georgetown University and earned his CERTIFIED FINANCIAL PLANNER certification in 2010. Michael was also a member of Morgan Stanley's President's Club from 2012-2021 and has been a member of the Chairman's Club, an elite group composed of the Firm's top Financial Advisors, since 2022.
Securities Agent: KY, IN, SD, OK, MN, IA, NE, ND, IL, GA, WA, OR, NJ, LA, CT, CO, AK, WI, TN, OH, HI, FL, AL, UT, NC, CA, VA, NM, ME, DE, DC, AZ, WY, TX, PA, NV, MD, ID, NY, MS, KS, MO, MI, MA, SC, MT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1293916
NMLS#: 1293916
About Charlie Carroll
“Charlie” Carroll joined Morgan Stanley in 2001. Before joining Morgan Stanley, Charlie was an Accounting Manager for Mountain States Insurance Group. He became a Certified Public Accountant in 1997 when he worked for Meyners + Co. He also worked at Mountain States Insurance Group as a Premium Auditor and as a Claims Adjuster. Charlie earned his Bachelors of Business Administration with a concentration in Finance from the University of New Mexico. He earned CERTIFIED FINANCIAL PLANNER™ certification in 2006.
Securities Agent: NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, NV, CT, CO, CA, AZ, AL, AK, ND, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1293888
NMLS#: 1293888
About Chris J. Guillen
Chris Guillen joined Morgan Stanley in 2007, where he started his career working on the New York Stock Exchange Trading Floor. He later transitioned into Private Wealth Management in New York City before returning to his native New Mexico to work closely with families and businesses. Chris and his family are from the Espanola Valley and have deep ties to the surrounding communities. Chris also earned a Bachelor’s Degree from The University of New Mexico where he majored in Financial Management, minored in Economics, and graduated Cum Laude.
Chris and his wife, Ana, live in Albuquerque, NM with their two children Nicolas and Isabella.
Chris and his wife, Ana, live in Albuquerque, NM with their two children Nicolas and Isabella.
Securities Agent: ME, IN, CA, KY, AL, AK, WY, UT, NE, MT, LA, IL, FL, DC, OK, TN, SC, NY, NJ, ND, MO, MI, MA, ID, HI, WA, MD, KS, OR, CO, PA, GA, DE, CT, WI, VA, TX, NM, MS, MN, SD, OH, AZ, NV, NC, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 1293985
NMLS#: 1293985
About Brandon Kehl
Brandon joined Morgan Stanley in 2022. He began working in the financial industry in 2013 at Wells Fargo where he spent the past 9 years. He started his career as a teller and held numerous roles at the bank throughout the years most recently holding the tile of registered relationship banker. He earned his Series 7, 63 & 65 accreditations in 2018.
In Brandon’s free time he enjoys snowboarding, rock climbing and golf. He also spends quite a bit of time volunteering with the Special Olympics of New Mexico acting as a unified partner for the state golf tournament. Brandon is a native New Mexican, born and raised in Albuquerque.
In Brandon’s free time he enjoys snowboarding, rock climbing and golf. He also spends quite a bit of time volunteering with the Special Olympics of New Mexico acting as a unified partner for the state golf tournament. Brandon is a native New Mexican, born and raised in Albuquerque.
About Denise Tellez
Denise Tellez joined Morgan Stanley in 2022 after working for the past 17 years at another wealth management firm. She started her career in the financial industry over 30 years ago as a teller for a local area bank & continued to advance her career rising to the position of Customer Service Manager, before ultimately joining a financial wealth team at RBC. Along the way, she obtained her Series 7, 63, & 65 accreditations. She assists clients with all aspects of wealth planning, and always strives to develop client relationships in order to provide them with first-class service. Denise, an Albuquerque native, has a Bachelor of Science degree in accounting from the University of Phoenix.
In Denise’s free time, she enjoys hiking, traveling, teaching in her faith community, spending time with family, godchildren, & close friends, and lastly supporting the New Mexico State University through charitable endeavors and supporting its various athletic teams.
In Denise’s free time, she enjoys hiking, traveling, teaching in her faith community, spending time with family, godchildren, & close friends, and lastly supporting the New Mexico State University through charitable endeavors and supporting its various athletic teams.
About Consuelo Meza
Consuelo is a New Mexico Native. She grew up in Espanola and moved to Albuquerque in 1994. Consuelo attended UNM where she met her husband, Sergio. Consuelo’s financial services career began with Wells Fargo where she worked as a teller. Later she was promoted to a service manager and credit analyst. She pivoted to Wealth Management in 2016 when she took a position as a client associate at RBC Wealth Management. Outside of work, Consuelo and her husband enjoy spending quality time with their son Sergio II (S2), their dog Captain and family and friends. They also enjoy attending Isotopes baseball games and UNM football & basketball games.
About Lucas Weidner
Lucas joined The Blackwell Carroll Group at Morgan Stanley in 2024, bringing over a decade of experience in the financial services industry. Prior to joining the team, he honed his skills at Wells Fargo, where he gained comprehensive expertise in account management, lending solutions, and investment operations. His ability to manage diverse client needs with precision and professionalism has made him an invaluable resource for both clients and team members alike.
In his role as a Registered Client Service Associate, Lucas is dedicated to ensuring a seamless client experience by managing account administration, resolving complex service requests, and providing personalized support to meet the unique needs of the Group's clientele. His attention to detail and commitment to excellence align with the high standards of The Blackwell Carroll Group.
Outside of the office, Lucas lives in Rio Rancho, New Mexico, with his wife and their two young daughters. Together, they enjoy a shared love for animals, attending live music events, and exploring the breathtaking landscapes of the Southwest. Whether hiking, biking, or simply spending time outdoors, Lucas and his family embrace every opportunity to connect with nature and create lasting memories.
In his role as a Registered Client Service Associate, Lucas is dedicated to ensuring a seamless client experience by managing account administration, resolving complex service requests, and providing personalized support to meet the unique needs of the Group's clientele. His attention to detail and commitment to excellence align with the high standards of The Blackwell Carroll Group.
Outside of the office, Lucas lives in Rio Rancho, New Mexico, with his wife and their two young daughters. Together, they enjoy a shared love for animals, attending live music events, and exploring the breathtaking landscapes of the Southwest. Whether hiking, biking, or simply spending time outdoors, Lucas and his family embrace every opportunity to connect with nature and create lasting memories.

Contact Michael Blackwell

Contact Charlie Carroll

Contact Chris J. Guillen
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
About Rick Dombrowski
Rick Dombrowski is a Private Banker serving Morgan Stanley Wealth Management offices in Arizona.
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.
Rick began his career in financial services in 1996, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Private Banker at BBVA Compass. He also served as a Credit Analyst, Private Banker and Regional Credit Manager at Wells Fargo Bank, N.A.
Rick is a graduate of Arizona State University, where he received a Bachelor of Science in Finance. He lives in Scottsdale, Arizona with his family. Outside of the office, Rick enjoys music, skiing, and traveling.
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.
Rick began his career in financial services in 1996, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Private Banker at BBVA Compass. He also served as a Credit Analyst, Private Banker and Regional Credit Manager at Wells Fargo Bank, N.A.
Rick is a graduate of Arizona State University, where he received a Bachelor of Science in Finance. He lives in Scottsdale, Arizona with his family. Outside of the office, Rick enjoys music, skiing, and traveling.
NMLS#: 512436
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
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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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
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Blackwell Carroll Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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, charitable giving, philanthropic planning and other legal matters.
8When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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, charitable giving, philanthropic planning and other legal matters.
8When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)