Peter Burchell
Senior Vice President, Wealth Management, Financial Advisor
Phone:
(914) 225-2071(914) 225-2071
The Burchell Group at Morgan Stanley
Direct:
(914) 225-2071(914) 225-2071
Our Mission Statement
Empowering multigenerational families to secure their financial future by providing personalized guidance and leveraging the robust capabilities of Morgan Stanley.
ABOUT THE BURCHELL GROUP
At The Burchell Group, our journey is deeply rooted in personal experience and a commitment to helping families thrive across generations. The team is comprised of Peter Burchell, a seasoned financial advisor with 36 years of experience, and Diane Burchell, our dedicated Client Service Associate.
Our focus is on our valued clients and multigenerational families, helping them navigate the complexities of securing their financial future. Diane plays a pivotal role in our client experience, providing a nurturing touch that complements Peter's strategic insights.
As part of a larger, US-based firm, we are proud to offer our clients the stability and resources of a major player in the industry, ensuring they are in the best possible place for their financial journey. At The Burchell Group, we are committed to growing with Morgan Stanley and continuing to provide exceptional service to our clients, helping them understand what they can do to help secure their financial future.
Our focus is on our valued clients and multigenerational families, helping them navigate the complexities of securing their financial future. Diane plays a pivotal role in our client experience, providing a nurturing touch that complements Peter's strategic insights.
As part of a larger, US-based firm, we are proud to offer our clients the stability and resources of a major player in the industry, ensuring they are in the best possible place for their financial journey. At The Burchell Group, we are committed to growing with Morgan Stanley and continuing to provide exceptional service to our clients, helping them understand what they can do to help secure their financial future.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR APPROACH
Thorough, thoughtful planning – planning that analyzes where you are as well as where you want to go – is one of the most important steps in establishing a path to your goals. We believe in designing your future with investment strategies that virtually encompass your whole life. That means taking the time to get to know you – your dreams and goals, as well as your financial concerns and the issues that keep you up at night. Our success stems from our ability to ask you the right questions and to listen carefully to your answers. No matter what unique need you have, we can find an appropriate solution.
Step 1: Discovery & Goal Setting
Let's begin with a thorough discussion to explain and ascertain your needs, wants, and values. It is important to us that we have a thorough understanding of various facets of your life that affects your financial goals and decisions. Every financial strategy should be unique because everyone is different.
Step 2: Analysis, Strategy & Planning
To conduct a full assessment of your financial situation, I make use of a range of financial planning and risk analysis tools. I'll then implement a comprehensive financial plan that can help you accumulate, safeguard, and transfer wealth in line with your objectives.
Step 3: Implementation
Your assets will be transferred to Morgan Stanley once you give your approval. We'll start implementing the additional techniques we described in your plan once they are in line with your tailored investment strategy.
Step 4: Ongoing Monitoring
My relationship with you is extremely important to me, and I want to keep it that way. I'll communicate with you frequently to provide account updates. Additionally, I'll keep tabs on how well you're doing in achieving each of your objectives and adjust your financial plan as need when your circumstances change.
MANAGING YOUR LEGACY FOR GENERATIONS
At The Burchell Group, we understand how important it is to ensure your wealth can last beyond just one lifetime. For some, leaving a legacy to the next generation can be a cornerstone to your financial plan. See the resources below for more information about managing and preserving significant family wealth.
Estate Planning Strategies
Tax, Trust & Estate (TTE) strategy has the potential to be incredibly powerful if executed effectively. For a successful TTE plan, it is critical to create a TTE implementation in combination with a TTE strategy.
Thinking About Your Legacy? Why You May Need a Trust
You can't take it with you, but through a trust, you can define how you want your life's work and wealth to continue to benefit the people and causes you love and care for.
Building a Family Enterprise That Lasts
Successful family businesses establish a shared mission and succession plan to endure for generations to come.
Empowering the Next Generation of Philanthropists
Millennials and Gen Z are bringing new energy to the future of giving and civic engagement.
How to Break the Ice Around Family Finances
Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.
The State of Your Parents’ Estate
Talking with a parent about estate planning is never easy. Here are several conversation starters that can help adult children and their parents' plan.
You’ve Been Named as Your Parent’s Executor. Now What?
If you've been named as your parent's executor, you'll find it's a role with both emotional and administrative tasks. Here are some key guidelines.
The One Conversation You Should Be Having
Take these steps to ensure you have trusted decision-makers in place should you-or your parents-became incapacitated.
THE VISION OF WHAT’S POSSIBLE
Choosing Morgan Stanley means partnering with a global leader in financial services, renowned for its comprehensive suite of investment and banking solutions. With a legacy of innovation and a commitment to excellence, Morgan Stanley offers unparalleled resources and expertise to help clients achieve their financial goals. Our clients benefit from a robust platform that includes cutting-edge technology, a wide array of investment options, and personalized strategies tailored to their unique needs. As a firm with a strong U.S. presence and a global reach, Morgan Stanley provides the stability and insights necessary to navigate the complexities of today's financial landscape. At The Burchell Group, we leverage these strengths to deliver exceptional service and results, ensuring our clients are well-positioned for a secure financial future.
Integration with Impact
We work as one team, bringing the right people, technology and expertise together for you.
A global financial services firm, Morgan Stanley provides financial advice, asset management, market research, investment banking and much more. Whether you are new to investing, taking your company public or somewhere in between, we are here to help.
Service with Perspective
We listen more than we talk, so we can understand your needs and offer tailored solutions.
Our Financial Advisors partner with clients throughout their financial journey—and through all kinds of market conditions—helping them set realistic goals, develop customized plans and stay on track.
Finding the Unseen Edge
With creativity, hard work and vision, we help clients discover what's on the horizon.
We synthesize trends and data into actionable ideas and insights, so you can see how market shifts, innovation, global politics and more might inform your investment strategies.
Access to New Paths
Our data-driven research and global reach allow clients to tap new opportunities.
Access timely, in-depth analysis on companies, industries, markets and economies from analysts around the world. Our global insights make us a powerful partner for our clients.
MODERN WEALTH TOOLS & RESOURCES
Morgan Stanley's comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Family Office Resources
Morgan Stanley Family Office Resources provides specialized, technical expertise to select clients across a broad range of family wealth management issues. Our core capabilities span three complimentary areas of focus including Governance & Legacy, Wealth Strategies and Signature Access.
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Cyber Security Resources
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.
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
GIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
2025 Federal Tax Tables
This document outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
Location
2000 Westchester Ave
1NC
Purchase, NY 10577
US
Direct:
(914) 225-2071(914) 225-2071
Meet The Burchell Group
Diane Burchell
Client Service Associate
Phone:
(914) 225-1337(914) 225-1337
About Me
Peter Burchell is a Senior Vice President and seasoned Financial Advisor with 36 years of experience, currently leading The Burchell Group at Morgan Stanley.
Peter began his career at Morgan Stanley in 1987, where he developed his expertise until 1999. He then moved to UBS, serving as a Senior Vice President, before returning to Morgan Stanley in 2025. With a wealth of experience and a renewed enthusiasm for the opportunities ahead, Peter is dedicated to providing personalized guidance to his clients and multigenerational families, helping them navigate the complexities of securing their financial future.
Together with Diane Burchell, the dedicated Client Service Associate at The Burchell Group, Peter embodies the philosophy of "family helping families." Their collaborative approach ensures that each client receives tailored financial solutions, leveraging Morgan Stanley's robust banking capabilities, the depth of investments on the SMA side, and the convenience of E*Trade accounts.
As part of a larger, US-based firm, Peter is proud to offer clients the stability and resources of a leading industry player, ensuring they are in the best possible place for their financial journey. Committed to growing with Morgan Stanley, Peter continues to provide exceptional service, helping clients understand the steps that need to be taken to secure their financial future.
Peter began his career at Morgan Stanley in 1987, where he developed his expertise until 1999. He then moved to UBS, serving as a Senior Vice President, before returning to Morgan Stanley in 2025. With a wealth of experience and a renewed enthusiasm for the opportunities ahead, Peter is dedicated to providing personalized guidance to his clients and multigenerational families, helping them navigate the complexities of securing their financial future.
Together with Diane Burchell, the dedicated Client Service Associate at The Burchell Group, Peter embodies the philosophy of "family helping families." Their collaborative approach ensures that each client receives tailored financial solutions, leveraging Morgan Stanley's robust banking capabilities, the depth of investments on the SMA side, and the convenience of E*Trade accounts.
As part of a larger, US-based firm, Peter is proud to offer clients the stability and resources of a leading industry player, ensuring they are in the best possible place for their financial journey. Committed to growing with Morgan Stanley, Peter continues to provide exceptional service, helping clients understand the steps that need to be taken to secure their financial future.
Securities Agent: AR, CA, CO, CT, DE, FL, GA, IN, ME, MD, MA, MI, NH, NJ, NM, NY, NC, OR, PA, TN, TX, VT, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities
About Diane Burchell
Diane Burchell is the dedicated Client Service Associate at The Burchell Group where she plays a pivotal role in delivering an exceptional client experience. Together with Peter Burchell, a seasoned Financial Advisor with 36 years of experience, Diane forms the heart of a team committed to helping families thrive across generations.
Diane's approach is rooted in the philosophy of "family helping families," ensuring that each client receives personalized guidance tailored to their unique needs. Her nurturing touch complements Peter's strategic insights, creating a balanced and comprehensive service for retail clients and multigenerational families.
Diane's approach is rooted in the philosophy of "family helping families," ensuring that each client receives personalized guidance tailored to their unique needs. Her nurturing touch complements Peter's strategic insights, creating a balanced and comprehensive service for retail clients and multigenerational families.
Contact Peter Burchell
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
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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
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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
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Burchell Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
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 and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley 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.
7Morgan 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
8Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
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 and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley 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.
7Morgan 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
8Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)