Phone:
(614) 473-2472(614) 473-2472
The Boyd Group at Morgan Stanley
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that allows us to work with you to craft a solution that helps to meet your individual financial needs:
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan.
Step 4: Action Items / Next Steps
After the financial plan presentation, we will follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
Working With You
Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.
The introductions that we have received from our clients' business and personal contacts are greatly appreciated. If we can be of assistance to your colleagues, family or friends in helping them to achieve their financial goals, have them contact us.
The introductions that we have received from our clients' business and personal contacts are greatly appreciated. If we can be of assistance to your colleagues, family or friends in helping them to achieve their financial goals, have them contact us.
Portfolio Diversification
Stock concentration can be a result of previous investment strategies, employee stock plans, or inherited positions. Regardless of how your portfolio became concentrated, we are prepared to help you diversify your accounts and optimize your investments.
Higher Education Planning
Whether you are looking to plan for your own higher education goals or a loved ones, our team is passionate about helping plan for educational achievement and success.
Estate and Legacy Planning
The legacy you leave has a huge impact on the people in your life who you care for the most. Estate and legacy planning ensures that those closest to you will not be tasked with difficult financial decisions in your absence.
Career Change
A change in career or positions often affects an individual's financial picture. We will work closely with you to ensure the transition into the new role is aligned with your financial plan and future goals.
Retirement Planning
As you look towards your future, our team will help create a plan that focuses on financial confidence and comfort in life's later stages.
Divorce or Death of a Spouse
During these difficult times, our promise to clients is a dedication to protecting their interests while respecting their needs and wishes.
Modern Wealth Management Tools
Morgan Stanley's suite of Modern Wealth Management Tools allows advisors to offer more customized and comprehensive advice than anywhere else. These tools' ease of use allows for a more in-depth view of a client's financial life to be taken, resulting in better service and more well-rounded advice.
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Alternative Investments
Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
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Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
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529 Education Savings Plans
529 plans offer a flexible, tax-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
529 Plan Options at Morgan Stanley
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Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
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Morgan Stanley Blue Cash Preferred® American Express Card
A very welcoming offer. Earn a $250 statement credit with the Morgan Stanley Blue Cash Preferred® American Express Card.
Terms apply. Learn More.A $695 Annual Engagement Bonus
For eligible Platinum CashPlus brokerage account clients with The Platinum Card® from American Express Exclusively for Morgan Stanley. Certain Morgan Stanley Debit Cardholders may also qualify. Terms apply.
Click Here to Learn MoreValuable Tools and Resources:
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
View Offers from Reserved Living & GivingGlobal Investment Committee Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
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Thoughts on the Markets 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.
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Global Investment Committee Monthly Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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2023 Tax Tables
If you are interested in seeing the updated tax tables and other details for 2023, see all additional information here.
View the 2023 Tax Tables HerePlanning for Life After Selling Your Business
Selling your business is a huge life milestone. We can help guide you through the process, so that you’re able to enjoy the rewards you’ve worked so hard for.
Learn MoreLocation
4449 Easton Way
Suite 300
Columbus, OH 43219
US
Direct:
(614) 473-2474(614) 473-2474
Meet The Boyd Group
Phone:
(614) 473-2473(614) 473-2473
Breann Lunn
Registered Client Service Associate
Phone:
(614) 473-2474(614) 473-2474
About Me
Christopher E. Boyd, CRPC®, is a First Vice President and Financial Advisor at Morgan Stanley. He and his team, The Boyd Group, serve clients with a strong desire to build, preserve and pass on their unique legacies to their children and grandchildren. An industry veteran, Chris joined Morgan Stanley in June 2022 after an almost 19-year tenure at Merrill Lynch. He has earned the trust of clients—working with them to thoroughly understand their values, goals, and financial priorities.
Chris is passionate about building enduring relationships, often with multiple generations of clients within the same family—enabling them to organize their personal and business finances, and to simplify the complexity of each stage of their financial life. He and his team leverage the full capabilities of Morgan Stanley to help clients achieve their goals.
He began his career as an entrepreneur, having started a gourmet foods and restaurant business at age 21 while a student at Ohio University. The businesses were operational for over 12 years, and Chris later completed his bachelor’s degree in finance at Franklin University. From restaurant to finance, his core values have remained consistent — offering only the highest quality products and services, and exceeding customer/client expectations. With his background in the restaurant industry, Chris and his team have been able to develop a niche in servicing the franchise owners of a major fast-food restaurant. His clients also include small business owners, physicians, corporate executives, and other professionals. He can work with clients nationwide, and is currently registered to do business in AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, MS, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, and WY.
Chris is a board member of the Boys & Girls Clubs of Columbus, where he serves on the Finance as well as the Diversity & Inclusion committees. He is a member of Kappa Alpha Psi Fraternity Inc., New Salem Baptist Church, The James Beard Foundation, Slow Foods U.S.A. and the Fathers Auxiliary of Jack and Jill of America Inc., Columbus Chapter. His hobbies include cooking, listening to music, walking and cycling. He and his wife, Charmian Todd Boyd, also a Financial Advisor at Morgan Stanley and member of The Boyd Group, are proud and active parents of two children—a son who recently graduated from Columbia University and a daughter who is a junior in high school.
Chris is passionate about building enduring relationships, often with multiple generations of clients within the same family—enabling them to organize their personal and business finances, and to simplify the complexity of each stage of their financial life. He and his team leverage the full capabilities of Morgan Stanley to help clients achieve their goals.
He began his career as an entrepreneur, having started a gourmet foods and restaurant business at age 21 while a student at Ohio University. The businesses were operational for over 12 years, and Chris later completed his bachelor’s degree in finance at Franklin University. From restaurant to finance, his core values have remained consistent — offering only the highest quality products and services, and exceeding customer/client expectations. With his background in the restaurant industry, Chris and his team have been able to develop a niche in servicing the franchise owners of a major fast-food restaurant. His clients also include small business owners, physicians, corporate executives, and other professionals. He can work with clients nationwide, and is currently registered to do business in AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, MS, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, and WY.
Chris is a board member of the Boys & Girls Clubs of Columbus, where he serves on the Finance as well as the Diversity & Inclusion committees. He is a member of Kappa Alpha Psi Fraternity Inc., New Salem Baptist Church, The James Beard Foundation, Slow Foods U.S.A. and the Fathers Auxiliary of Jack and Jill of America Inc., Columbus Chapter. His hobbies include cooking, listening to music, walking and cycling. He and his wife, Charmian Todd Boyd, also a Financial Advisor at Morgan Stanley and member of The Boyd Group, are proud and active parents of two children—a son who recently graduated from Columbia University and a daughter who is a junior in high school.
Securities Agent: WY, NY, MO, WA, PA, NV, NJ, SC, MS, OH, CA, NC, KS, KY, MI, MA, VA, DC, FL, MD, IL, CO, TX, IN, CT, GA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 590767
NMLS#: 590767
About Charmian Todd Boyd
Charmian Todd Boyd, CFP®, joined Morgan Stanley in June 2022 after an almost seven-year career with The Boyd Group at Merrill Lynch. She came to the financial services industry with extensive experience in the communications field, with roles in broadcast media, public relations and corporate communications. She applies the strategic planning skills honed as a client-focused business communicator to her role as a Financial Advisor at Morgan Stanley. A former small business owner, she also employs her business planning skills for the benefit of clients.
To deepen her knowledge and skillset, and to help deliver best practices, Charmian holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. She has also earned the Series 7 and 66 FINRA registrations and maintains a life and health insurance license. Charmian can work with clients nationwide, and is currently registered to do business in AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, MS, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, and WY.
Charmian has a bachelor’s degree from Cornell University and a master’s degree from Ohio University. She is an active member of Jack and Jill of America, Inc., co-founder and member of the MOSAIC parent organization at The Columbus Academy, past president of the International Association of Business Communicators (IABC) Columbus Chapter, and former IABC Heritage Region board member. She is also a member of New Salem Baptist Church. She is vegetarian, enjoys clean eating, practicing yoga, and celebrating her Jamaican heritage.
Charmian has been married to Christopher Boyd for 24 years. They are proud and active parents of two children, a son who recently graduated from Columbia University and a daughter who is a junior in high school.
To deepen her knowledge and skillset, and to help deliver best practices, Charmian holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. She has also earned the Series 7 and 66 FINRA registrations and maintains a life and health insurance license. Charmian can work with clients nationwide, and is currently registered to do business in AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, MS, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, and WY.
Charmian has a bachelor’s degree from Cornell University and a master’s degree from Ohio University. She is an active member of Jack and Jill of America, Inc., co-founder and member of the MOSAIC parent organization at The Columbus Academy, past president of the International Association of Business Communicators (IABC) Columbus Chapter, and former IABC Heritage Region board member. She is also a member of New Salem Baptist Church. She is vegetarian, enjoys clean eating, practicing yoga, and celebrating her Jamaican heritage.
Charmian has been married to Christopher Boyd for 24 years. They are proud and active parents of two children, a son who recently graduated from Columbia University and a daughter who is a junior in high school.
Securities Agent: NC, SC, KY, WY, NJ, TX, NY, VA, NV, KS, OH, GA, IN, IL, FL, CO, CT, CA, MA, MO, DC, MD, PA, MI, AZ, MS, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1481326
NMLS#: 1481326
About Breann Lunn
Breann Lunn is a Registered Client Service Associate and has been a member of The Boyd Group since 2020. She joined Morgan Stanley in June 2022 after serving as a Client Associate with The Boyd Group at Merrill Lynch.
Breann prides herself in providing excellent service and a first-class client experience and serves as The Boyd Group’s Practice Manager. In this role, she is often the first point of contact in assisting clients with their day-to-day servicing needs. Prior to joining the wealth management industry, Breann held customer service roles in the mortgage titling arena and in front-facing customer support positions.
She has earned the Series 7 and 66 FINRA licenses and is registered to practice in all states. She also has a bachelor’s degree in Business Administration from Bowling Green State University.
Breann loves traveling, reading funny romance novels, and spending time with her friends and family—especially her precious niece and nephew, whom she spoils unashamedly.
Breann prides herself in providing excellent service and a first-class client experience and serves as The Boyd Group’s Practice Manager. In this role, she is often the first point of contact in assisting clients with their day-to-day servicing needs. Prior to joining the wealth management industry, Breann held customer service roles in the mortgage titling arena and in front-facing customer support positions.
She has earned the Series 7 and 66 FINRA licenses and is registered to practice in all states. She also has a bachelor’s degree in Business Administration from Bowling Green State University.
Breann loves traveling, reading funny romance novels, and spending time with her friends and family—especially her precious niece and nephew, whom she spoils unashamedly.
Contact Christopher Boyd
Contact Charmian Todd Boyd
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
Kimberly Emerson
Private Banker
Kimberly Nute Jones, CFP®
Financial Planning Director, Vice President
Mamta Shah
Trust Specialist
Lynn King
Family Office Resources Generalist
About Kimberly Emerson
Kimberly Emerson is a Private Banker serving Morgan Stanley Wealth Management offices in Ohio.
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.
Kimberly began her career in financial services in 2001, and joined Morgan Stanley in 2015. Prior to joining the firm, she was a Private Banking Relationship Manager at FC Bank. Kimberly has also been a Wealth Management Banker at Merrill Lynch, as well as a Private Banking Relationship Manager at Fifth Third and KeyBank.
Kimberly is a graduate of Ohio Dominican University where she received a Bachelor of Arts in Business Administration. She and her family reside in Blacklick, Ohio. Outside of the office, Kimberly enjoys sporting events, concerts, and spending time with her family.
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.
Kimberly began her career in financial services in 2001, and joined Morgan Stanley in 2015. Prior to joining the firm, she was a Private Banking Relationship Manager at FC Bank. Kimberly has also been a Wealth Management Banker at Merrill Lynch, as well as a Private Banking Relationship Manager at Fifth Third and KeyBank.
Kimberly is a graduate of Ohio Dominican University where she received a Bachelor of Arts in Business Administration. She and her family reside in Blacklick, Ohio. Outside of the office, Kimberly enjoys sporting events, concerts, and spending time with her family.
NMLS#: 767178
About Kimberly Nute Jones
Kimberly is a Vice President and Financial Planning Director serving Morgan Stanley’s Private Wealth Management offices in Illinois, Indiana, Michigan, Minnesota and Pennsylvania. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Kimberly began her career in financial services in 1991 and joined Morgan Stanley in 2012. Prior to her current role, Kimberly was a Senior Executive Financial Planner at Goldman Sachs Ayco in Deerfield, Illinois and an Associate Vice President and Financial Advisor in Morgan Stanley’s Oak Brook Illinois complex. Kimberly currently serves on Morgan Stanley’s Great Lakes Region Diversity Council and is a member of several firm-led affinity groups. She is an active member of Women Investment Professionals (WIP), and the Association of African American Financial Advisors (Quad A).
Kimberly currently serves on the Museum of Science and Industry’s Black Creativity Advisory Council, sit on various national and local committees for the National Coalition of 100 Black Women, and plans events for Go Fish NFP, a nonprofit organization started by her children.
Kimberly earned her Bachelor of Science degree in Financial Counseling and Planning from Purdue University, West Lafayette, Indiana, Master's degree in Education with distinction from Saint Xavier University in Chicago, and Certified Financial Planning certificate program from Northwestern University School of Professional Studies, Evanston, Illinois. She currently holds her Certified Financial Planner® designation. Kimberly lives in Flossmoor, Illinois with her husband, two children and their dog. In her spare time, Kimberly enjoys doing genealogical research and traveling with her family and friends.
Kimberly began her career in financial services in 1991 and joined Morgan Stanley in 2012. Prior to her current role, Kimberly was a Senior Executive Financial Planner at Goldman Sachs Ayco in Deerfield, Illinois and an Associate Vice President and Financial Advisor in Morgan Stanley’s Oak Brook Illinois complex. Kimberly currently serves on Morgan Stanley’s Great Lakes Region Diversity Council and is a member of several firm-led affinity groups. She is an active member of Women Investment Professionals (WIP), and the Association of African American Financial Advisors (Quad A).
Kimberly currently serves on the Museum of Science and Industry’s Black Creativity Advisory Council, sit on various national and local committees for the National Coalition of 100 Black Women, and plans events for Go Fish NFP, a nonprofit organization started by her children.
Kimberly earned her Bachelor of Science degree in Financial Counseling and Planning from Purdue University, West Lafayette, Indiana, Master's degree in Education with distinction from Saint Xavier University in Chicago, and Certified Financial Planning certificate program from Northwestern University School of Professional Studies, Evanston, Illinois. She currently holds her Certified Financial Planner® designation. Kimberly lives in Flossmoor, Illinois with her husband, two children and their dog. In her spare time, Kimberly enjoys doing genealogical research and traveling with her family and friends.
About Mamta Shah
Mamta Shah is the Trust Specialist based in Chicago, covering the Midwest Region. Morgan Stanley provides a full array of personal and institutional trust services to high net worth clients of the firm. Mamta’s responsibilities include educating Financial Advisors and their clients on the open architecture trust service model and helping them identify opportunities to leverage the trust partners on the platform.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
About Lynn King
Lynn R. King is a Family Office Resource Generalist for the Mid-America region. She has over 15 years of experience working with families, family offices, and their attorneys, CPAs and financial advisors on issues unique to the UHNW client. Lynn started her career as an attorney in Illinois working with closely held businesses across the country on a broad range of topics, including entity structuring, estate planning, business succession and tax. She then joined New York Life Insurance as a Corporate Vice President in their Advanced Planning Group. In this role she expanded on her experience from private practice and engaged with clients on complex business and personal planning needs.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
Lynn joined Morgan Stanley in September of 2020. As the Family Office Resource Generalist, Lynn provides advice and strategies to UHNW families. To that end, she assists families with the creation of family mission statements. She also educates adults and children on how to be good stewards of generational wealth. She engages with resources in philanthropy, wealth and estate planning and trust management to ensure the UHNW clients of the Firm are able to accomplish their goals.
Lynn received her undergraduate degree in Finance and Political Science from the University of Illinois- Urbana-Champaign. She attended The John Marshall Law School in Chicago, Illinois where she obtained her Juris Doctorate (J.D.) and is licensed to practice law in Illinois. She also holds her Series 7 and 66.
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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
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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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
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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 Boyd Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4When 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.
5Morgan 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.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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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.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4When 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.
5Morgan 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.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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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
CRC 6491812 (04/2024)
