Phone:
(202) 862-2872(202) 862-2872
The Brinkley Schmidt Group at Morgan Stanley
Direct:
(202) 862-9000(202) 862-9000
Our Mission Statement
Delivering the experience, resources, and personalized service required to help affluent families address their most complex wealth management needs.
Brinkley Schmidt: Our Story
With roots in Washington, DC for nearly 20 years, Brinkley Schmidt at Morgan Stanley works with an exceptional clientele of highly accomplished executives, owners of closely held businesses, and other venerated and celebrated professionals in the consulting and lawyering spaces. Our team helps to grow and protect clients' assets, define their legacy, and address the numerous and complex challenges of managing significant wealth.
Your family is unique to any client that we have ever served before. You may, however, share many of the same concerns, questions, challenges, and opportunities as some of our most esteemed clients. We at Brinkley Schmidt look forward to serving your family by learning about you and discussing how to best be a steward of what you've built in pursuit of life's most important goals. This is achieved by designing and executing a bespoke financial plan and in coordinating with your other trusted advisors.
As Financial Advisors, Adam and Dave embody the ethos of patrons of the arts and explorers of global cultures in our approach to wealth stewardship. Just as patrons of the arts appreciate the nuances and values inherent in each masterpiece, we deeply understand our clients' values and goals, weaving them into a comprehensive strategy for growing and preserving family wealth. This approach mirrors the curiosity and appreciation for diverse perspectives seen in explorers of global cultures, ensuring a tailored and holistic approach to financial planning that transcends borders and time.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Explore how the intersection of AI and the economy could potentially change the way the world does business.
AI's Next Leap: 5 Trends Shaping Innovation and ROI
The world's biggest tech companies presented at Morgan Stanley's Technology, Media & Telecom Conference, identifying five trends around AI's next frontiers and its ability to deliver ROI for enterprises.
Monetization with Artificial Intelligence
Examine how companies are leveraging artificial intelligence to increase revenue and deliver stronger financial results.
How AI Is Reshaping Real Estate
From digital receptionists to hyperlocal valuation models, AI is transforming the real estate industry and paving the way for $34 billion in efficiency gains by 2030, according to Morgan Stanley Research.
AI Is About to Get Physical
Morgan Stanley Research looks into how the intersection of AI and the physical economy is transforming industries and creating new markets.
Humanoids: A $5 Trillion Market
Morgan Stanley Research estimates the humanoids market is likely to reach $5 trillion by 2050, plus related supply chains as well as repair, maintenance and support. There could be more than 1 billion humanoids in use by 2050.
AI’s Future
Access insights into how companies and governments are utilizing AI to create long-term value.
Modern Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information you will benefit from more educated and holistic wealth planning, along with convenient connectivity.
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world's largest institutional asset managers. Providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Protecting your Smart Device
Smart devices, we can't live without them. They know our voices, our search history, and much more. This can present security risks.
Online Security Center
Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
With 45+ years of experience and ~$265+ billion in client assets invested in alternatives, Morgan Stanley is an industry leader in the asset class. Individuals and institutions can gain access to exclusive offerings, preeminent fund managers and innovative investment opportunities spanning private equity, private credit, real assets, hedge funds and more.
What are Alternative Investments?
- Alternatives are the investments that go beyond traditional stocks and bonds.
- They can open doors to unique opportunities to help grow and protect your wealth, and have long sought to offer enhanced returns, portfolio diversification, lower volatility, as well as potential tax efficiency.
COMPREHENSIVE FINANCIAL PLANNING
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, we can help you achieve your financial goals.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
We can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
2026 Tax Tables
This helpful resource outlines the 2026 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.
Manage Debt
We thoroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Insurance
We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals.
Retirement
Leading up to and through retirement, The Brinkley Schmidt Group helps you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve your financial goals.
Estate Planning Strategies
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. We regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost-effective way possible.
Managing Investments
We take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
Location
1775 I Street NW
Suite 200
Washington, DC 20006
US
Direct:
(202) 862-9000(202) 862-9000
Meet The Brinkley Schmidt Group
Phone:
(202) 862-2871(202) 862-2871
Jill Fernicola
Registered Client Service Associate, Practice Manager
Phone:
(202) 689-1870(202) 689-1870
About Adam J. Brinkley
Securities Agent: WA, AZ, DC, UT, FL, DE, WI, IL, NC, CA, SC, VA, NJ, NY, GA, TX, MD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2635680
NMLS#: 2635680
About David Schmidt
David Schmidt, II is a Financial Advisor at Morgan Stanley in Washington, DC. Over the last 14 years, Dave has built a career and reputation by collaborating with high net-worth and ultra-high net-worth clients across three global institutions (Wells Fargo, UBS, and Morgan Stanley Wealth Management) to best assess and execute the stewardship of wealth of individuals, families, and institutions. He has always operated under the goal of defining a client’s legacy – this comes through the creation of, protection of, and long-term administration of their wealth. Dave approaches this stewardship of wealth with a broad lens – incorporating all areas of a client’s balance sheet to help ensure proper positioning. Dave is a Financial Planning Specialist and NMLS Certified Banker.
Dave is originally from the northern suburbs of Baltimore and currently of the Truxton Circle neighborhood in Northwest Washington, DC. He holds a BA in Economics and Government & Politics from the University of Maryland, College Park. He is passionate about wine – the regions, cultivation, winemaking, wine sales throughout the world, and the culinary association with wine. He travels widely and often to explore this passion and to broaden his perspectives on life by having meaningful dialogue with winemakers, culinarians, and citizens of the countries he visits.
Dave is originally from the northern suburbs of Baltimore and currently of the Truxton Circle neighborhood in Northwest Washington, DC. He holds a BA in Economics and Government & Politics from the University of Maryland, College Park. He is passionate about wine – the regions, cultivation, winemaking, wine sales throughout the world, and the culinary association with wine. He travels widely and often to explore this passion and to broaden his perspectives on life by having meaningful dialogue with winemakers, culinarians, and citizens of the countries he visits.
Securities Agent: AR, NM, NH, AK, UT, OR, NE, KY, DE, WI, SC, NY, NJ, NC, HI, WV, MA, ID, DC, SD, MT, MN, CO, WA, TX, PR, MI, LA, IL, GA, VT, RI, OK, MS, CA, AL, TN, PA, OH, ND, ME, IN, WY, VI, VA, NV, MO, MD, CT, KS, IA, FL, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1163758
NMLS#: 1163758
About Jill Fernicola
Jill grew up in the Midwest, in a large family with four brothers and one sister. In 1990, she moved to the East Coast, near New York City, where she met her husband. In 2000, she began her career with Citi Smith Barney in Florham Park, New Jersey, as a Client Service Associate working with Financial Advisors. In 2004, she transferred to Short Hills, New Jersey, in a management role as a Branch Administrator. Jill has worked through several mergers at the company. In 2011, she began working with the Consulting Group in Warren, New Jersey, in the Mid-Atlantic Region. After learning about the Consulting Group platforms, she went to work for a wealth management practice in northern New Jersey. She stayed there until her husband’s job brought the family to the DC area, in 2017. Jill once again started with Morgan Stanley in 2018 after she was settled from their move to Virginia, she has been working in the Washington DC office since.
Jill and her husband now reside in northern Virginia with their two boys. They are a dynamic family and never miss an opportunity to be outdoors golfing, camping, backpacking, mountain biking, skiing fly fishing, and, most recently attending her son's college football games.
Jill and her husband now reside in northern Virginia with their two boys. They are a dynamic family and never miss an opportunity to be outdoors golfing, camping, backpacking, mountain biking, skiing fly fishing, and, most recently attending her son's college football games.
Contact Adam J. Brinkley
Contact David Schmidt
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
Matthew Russoman
Private Banker
Jill Toomey, CFP®
Financial Planning Director, Vice President
Mark Jansen
Family Office Resources Generalist
About Matthew Russoman
Matt Russoman is a Private Banker serving Morgan Stanley Wealth Management offices in Washington, D.C. and Annapolis.
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.
Matt began his career in financial services in 2008, and joined Morgan Stanley in 2013 as an Associate Private Banker. Matt is a graduate of The College of New Jersey, where he received a Bachelor in Business Administration. He lives in Washington, DC.
Outside of the office, Matt enjoys staying active through exercising, hiking, and playing sports and is a fan of the New York Yankees and Giants.
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.
Matt began his career in financial services in 2008, and joined Morgan Stanley in 2013 as an Associate Private Banker. Matt is a graduate of The College of New Jersey, where he received a Bachelor in Business Administration. He lives in Washington, DC.
Outside of the office, Matt enjoys staying active through exercising, hiking, and playing sports and is a fan of the New York Yankees and Giants.
NMLS#: 817422
About Jill Toomey
Jill Toomey, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management and Private Wealth Management offices in the Washington D.C. Market. Jill is responsible for helping Financial Advisors’ clients and prospects with their financial planning needs.
Jill began her career in financial services in 2013 and joined Morgan Stanley in 2016. Prior to her current position, Jill served as a Financial Advisor and as the Southeast Region Planning Solutions Specialist covering the states of GA, FL, AL, KY, TN, and WV.
Jill received her bachelor’s degree in mathematics from the University of Delaware and holds her Certified Financial Planner® designation, which is the standard of excellence in financial planning. Jill currently resides in Alpharetta, GA.
Jill began her career in financial services in 2013 and joined Morgan Stanley in 2016. Prior to her current position, Jill served as a Financial Advisor and as the Southeast Region Planning Solutions Specialist covering the states of GA, FL, AL, KY, TN, and WV.
Jill received her bachelor’s degree in mathematics from the University of Delaware and holds her Certified Financial Planner® designation, which is the standard of excellence in financial planning. Jill currently resides in Alpharetta, GA.
About Mark Jansen
Mark Jansen is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Southeast Region. In this capacity, Mark provides specialized expertise to Financial Advisors and their UHNW clients across a broad range of family wealth management issues including; family governance and wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory. Mark has over 30 years of experience advising wealthy families, business owners, and their children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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.
Wealth Management
From Our Team
Wealth Management Capabilities Brochure
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
Article Image
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
Article Image
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
Article Image
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
529 Plans: A Powerful Tool to Save for Education
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Brinkley Schmidt Group today.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)