Sean P. Brennan
Senior Vice President, Wealth Management, Financial Advisor
Phone:
(732) 936-3376(732) 936-3376
The Brennan Group at Morgan Stanley
Direct:
(732) 936-3300(732) 936-3300
Toll-Free:
(800) 726-6971(800) 726-6971
Our Mission Statement
Through collaborative and strategic thinking the ability to build generational wealth is possible.
About Our Team
The Brennan Group at Morgan Stanley, founded in 2000, focuses on providing customized and comprehensive wealth management services for our clients. Our team consists of Sean and Tim Brennan and our Portfolio Associate Amy Coleman. Collectively, we have over 90 years of experience in finance and wealth management.
We offer a tailored approach to financial planning and wealth management that is focused on building, growing and preserving wealth for business owners, executives, individuals and wealthy families. We focus on providing solutions for clients in asset management, retirement planning, philanthropy, corporate and municipal bond portfolios, alternative investments, lending products and insurance products. We also offer multi-generational wealth planning advice along with stock option analysis and strategies to hedge concentrated equity positions.
We know that the key to wealth management is growing wealth in a steady and consistent manner. In that vein, our goal is to structure portfolios that work for you and your long-term financial goals. With the Brennan Group and Morgan Stanley as your partners, you have access to the finest investment management expertise and trading and execution platforms. Equally important, you have access to the broadest array of investment products and services.
The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
We offer a tailored approach to financial planning and wealth management that is focused on building, growing and preserving wealth for business owners, executives, individuals and wealthy families. We focus on providing solutions for clients in asset management, retirement planning, philanthropy, corporate and municipal bond portfolios, alternative investments, lending products and insurance products. We also offer multi-generational wealth planning advice along with stock option analysis and strategies to hedge concentrated equity positions.
We know that the key to wealth management is growing wealth in a steady and consistent manner. In that vein, our goal is to structure portfolios that work for you and your long-term financial goals. With the Brennan Group and Morgan Stanley as your partners, you have access to the finest investment management expertise and trading and execution platforms. Equally important, you have access to the broadest array of investment products and services.
The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
The Brennan Group believes that to manage wealth effectively you have to first understand the individual or family and their financial situation and their long term-goals. This means we develop a comprehensive picture of your financial health. Our goal is to help you meet your long-term goals through smart asset allocation with an emphasis on effective risk management. Your assets have been generated through hard work and it is our job to help you preserve them and give you a strategic plan to help your assets grow to provide for you in retirement. Equally important, we strive to help you create a legacy for your heirs.
Working with The Brennan Group and Morgan Stanley provides you with world class resources and investment management. You will receive customized solutions for your wealth plan. We devise asset allocation and portfolio diversification that are appropriate for your financial situation and stress periodic reviews to make sure your plan remains on track. Our goal is to take the stress out of financial planning and wealth management allowing you to focus and enjoy those activities which are most important to you.
Working with The Brennan Group and Morgan Stanley provides you with world class resources and investment management. You will receive customized solutions for your wealth plan. We devise asset allocation and portfolio diversification that are appropriate for your financial situation and stress periodic reviews to make sure your plan remains on track. Our goal is to take the stress out of financial planning and wealth management allowing you to focus and enjoy those activities which are most important to you.
Our Clients
We value most the relationships we have formed over the many years working with our existing base of clients. We look forward to working with new clients in developing a wealth management strategy for them that will allow for a fruitful retirement and a lasting legacy for their children and grandchildren.
We also work with families that have multigenerational wealth and help structure strategies that maximize income and provide growth with vigilant risk management. We work with families’ trusted CPAs and attorneys.
We also work with families that have multigenerational wealth and help structure strategies that maximize income and provide growth with vigilant risk management. We work with families’ trusted CPAs and attorneys.
Leaders in Medicine
Pharmaceuticals
Attorneys
Real Estate
Executives
Business Owners & Entrepreneurs
YOUR GOALS AND CONCERNS CHANGE AS LIFE CHANGES
One of our goals is to help our clients navigate the different stages of life: from early-to-mid career, late career and in retirement. We are passionate about guiding you through building your wealth, planning for your future, and creating a thoughtful wealth legacy for your family. Here you will find a wide range of content and materials covering a variety of life events and milestones that you might face.
Having a Child
Welcoming a child into the family is a joyous occasion for everyone—for parents, grandparents, aunts, uncles, siblings, cousins, and other extended family members. Within the context of your overall wealth strategy, we can help you plan and prepare for the financial components that a new child introduces into your lives. To start, there are a few moves you can make before you start trying for a family that can help ease the financial weight of having a baby.
How to Prepare Financially for Starting a Family
Marriage
There’s little more exciting than choosing to align your life with the person you love. Of course, there are conversations you’ll want to have with your partner before tying the knot. To avoid disagreements and finance-related pitfalls down the road, one of the most important ones is about money – how you’ll make it, how you’ll save it, how you’ll spend it and how you’ll invest it.
6 Money Questions to Ask Your Partner Before You Commit
Divorce
Divorcing a spouse can be a difficult ordeal, with repercussions to your emotional and financial well-being. Although divorce is seldom easy, you can prepare for it, which will help you feel more in control and better equipped to make informed, confident decisions about your financial future.
Planning a New Beginning
Owning a Business
Many of our clients have complex business arrangements, from executive-level employment situations to various levels of investment in a multitude of business ventures—from startups to established enterprises. As your Financial Advisor, We can help you navigate the complexities of business ownership, investment, and associated activities such as selling, divesting, or planning for succession.
Video: Monetizing a Small Business
Caring For Aging Parents
We can assist with preparing for future care and protecting what your parents have dedicated their lives to build. There will come a time when your parents need your help. We have helped our clients identify the signs and the required steps for supporting their aging family members.
Comprehensive Family Financial Planning
We will guide you through your estate planning strategy: coordinating with your estate and tax professionals and helping you to make informed and confident decisions in this critical process.
Protect Your Retirement Savings
It is important to take steps to minimize your financial exposure to uncovered medical costs, potentially including long-term care expenses.
Consider the rising costs of healthcare
Tax Considerations
People are often surprised to learn just how much of their long-term investment returns go to taxes, and how much of a difference that can make in terms of whether or not they will meet their financial goals.
Learn how to keep more of what you earnVALUABLE CLIENT RESOURCES
We believe financial education leads to better insights into our investment strategy, economic disciplines, and long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today's global markets.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. Provided are links to these materials and we hope you'll return often to learn more about the topics that impact your overall wealth.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. Provided are links to these materials and we hope you'll return often to learn more about the topics that impact your overall wealth.
Start Fresh Financially in 2024
Heading into 2024, it's time to take stock of your budget, debt and investments - and check them against your financial goals.
These six steps can get you started
Thoughts on the Market Podcast
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.
Check out the latest episode
How to Handle Volatility
Market volatility can increase or decrease depending on where we are in the business cycle. When market volatility picks up, having a long-term horizon is an investor’s best strategy.
Click here to read more
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn more from Online Security Center
How to Think About Inflation
The Fed continues to chart its aggressive rate-hike path as inflation remains to be tamed. How should you be thinking about investing around inflation?
Click here to read more
2024 Federal Tax Tables
This helpful resource outlines the 2024 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2024 federal tax tables
Morgan Stanley Minute
In this ongoing series of one-minute videos from our firm’s top investment thinkers, you can explore current trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
Access a library of interesting content
Lessons in Leadership
Morgan Stanley frequently invites influential figures in the sports, music, and entertainment industries to give talks regarding their careers and experiences with leadership.
Register for the next presentationLocation
20 Linden Place
Red Bank, NJ 07701
US
Direct:
(732) 936-3300(732) 936-3300
Toll-Free:
(800) 726-6971(800) 726-6971
Meet The Brennan Group
Timothy J. Brennan
Senior Vice President, Wealth Management, Financial Advisor
Phone:
(732) 936-3354(732) 936-3354
Amy Kaiser-Coleman
Portfolio Associate
Phone:
(732) 936-3304(732) 936-3304
About Sean P. Brennan
Sean joined Morgan Stanley in 2000 after graduating from Villanova University. He attended Christian Brothers Academy in Lincroft, NJ before Villanova. Sean has almost 20 years in wealth management experience working with affluent individuals and wealthy families.
Sean received his B.S in Business Administration from Villanova University, graduating with a degree in Finance from the School of Commerce and Finance in the year 2000. He joined Morgan Stanley Dean Witter in September 2000 as an associate and has been at the firm for the past 14 years. In 2003, he was professionally certified by the NY Institute of Finance in Technical Analysis with a focus on inter-market analysis and technical indicators. Over the years, Sean has received the distinction of being named to the Century and Masters Clubs.
Sean lives in Rumson with his wife Amanda and his daughters, Reese and Kate. He loves spending his free time with Amanda and their girls. In addition, Sean is an avid boater and jet skier.
Sean received his B.S in Business Administration from Villanova University, graduating with a degree in Finance from the School of Commerce and Finance in the year 2000. He joined Morgan Stanley Dean Witter in September 2000 as an associate and has been at the firm for the past 14 years. In 2003, he was professionally certified by the NY Institute of Finance in Technical Analysis with a focus on inter-market analysis and technical indicators. Over the years, Sean has received the distinction of being named to the Century and Masters Clubs.
Sean lives in Rumson with his wife Amanda and his daughters, Reese and Kate. He loves spending his free time with Amanda and their girls. In addition, Sean is an avid boater and jet skier.
Securities Agent: DC, VA, NV, CT, VT, WY, TN, MI, MD, NC, FL, CA, IL, GA, SC, LA, WA, TX, NY, NJ, MN, MA, PA, ME, CO, AZ, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1312590
NMLS#: 1312590
About Timothy J. Brennan
Tim has local roots in New Jersey where he graduated from Christian Brother Academy in Lincroft in 1991. He attended college at Princeton University where he graduated in 1995 “magna cum laude” with an AB in Economics. He started his career on Wall Street at BNP / Cooper Neff on the Foreign Currency Option trading floor of the Philadelphia Stock Exchange. In 1996, Tim left BNP / Cooper Neff to join Prudential Securities’ Fixed Income Training program and eventually their Proprietary Trading desk. After Prudential Securities, Tim joined Donaldson, Lufkin & Jenrette and was a Vice President in their Leveraged Finance Group. After DLJ was bought by Credit Suisse in 2000, Tim worked in their Leveraged Finance Group as a High Yield trader. He was appointed Managing Director in 2005 and was promoted to running High Yield Credit Derivatives in that same year. In 2008, Tim was appointed Head of High Yield Cash and Credit Derivative Trading. He was also responsible for trading the Healthcare, Media, Cable and Satellite sectors as well. In 2015, Tim joined Jefferies LLC as Managing Director and Co-Head of High Yield Trading and Sector Strategy in their Leveraged Finance Group where he worked until December 2017.
Securities Agent: DC, CT, WA, NJ, MN, MD, CO, VA, TN, PA, NC, CA, MI, VT, SC, IL, NV, DE, AZ, WY, ME, MA, FL, TX, NY, GA, LA; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1794804
NMLS#: 1794804
Contact Sean P. Brennan
Contact Timothy J. Brennan
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
Anthony Viskovic
Private Banker
About Anthony Viskovic
Anthony Viskovic is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
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.
Anthony began his career in financial services in 2004, and joined Morgan Stanley in 2010 as a Regional Lending Advisor. Prior to joining the firm, he was an Internal Banking Consultant at UBS Financial Services.
Anthony is a graduate of Rutgers University, where he received a Bachelor of Arts Degree in Economics. He lives in Ocean, New Jersey with his family. Outside of the office, Anthony enjoys being active, cooking, traveling and spending time with his 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.
Anthony began his career in financial services in 2004, and joined Morgan Stanley in 2010 as a Regional Lending Advisor. Prior to joining the firm, he was an Internal Banking Consultant at UBS Financial Services.
Anthony is a graduate of Rutgers University, where he received a Bachelor of Arts Degree in Economics. He lives in Ocean, New Jersey with his family. Outside of the office, Anthony enjoys being active, cooking, traveling and spending time with his family.
NMLS#: 1427370
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Ready to start a conversation? Contact The Brennan Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley 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.
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.
7Morgan 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.
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 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
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley 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.
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.
7Morgan 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.
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 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)
