Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Valuable Tools and Resources

We believe financial education can lead to better insights into our investment strategy and discipline, and ultimately, better 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. Below are some useful resources that reinforce the fundamental investment strategies and concepts of our practice.

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    GIC on the Markets

    A monthly, detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more. Take at look at this month's edition by clicking the link below.

    Read This Month's GIC On the Markets Report
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    Reserved Living and Giving

    Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program goes beyond traditional wealth management services and provides access to one-of-a-kind experiences, discounts on premium brands, and much more. Click the link below to learn more, enroll and enjoy.

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    Wealth Management Home Page

    The Morgan Stanley difference is emphasized when it comes to the plethora of resources that we provide our clients. Click on the link below to learn more about our firm, our values. and our services.

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    Total Wealth View

    Complete your financial profile with Total Wealth View. When you link your external accounts, you can benefit from a more educated and holistic vision in terms of wealth planning, conveniently connecting your information.

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    CashPlus

    Designed as a modern alternative to banking, providing more value, more protection, and a seamless digital experience, CashPlus allows smart cash management. Open a CashPlus account and take advance of all its benefits, including comprehensive protection, exceptional access and value, a seamless digital experience, and much more.
    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

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    Morgan Stanley Online

    Download the Morgan Stanley Online app to access your account, manage your finances and discover the wealth of tools for budgeting, bill pay and more. The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
    The Morgan Stanley Mobile App is currently available for iPhone® and iPad® from the App Store℠ and Android™ on Google Play™. Standard messaging and data rates from your provider may apply.

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Comprehensive Solutions

We understand the unique challenges and opportunities that come with managing family wealth, Through Morgan Stanley's Family Office Resources, we offer exclusive access to a comprehensive suite of services tailored to meet the complex needs of multi-generational families, Our approach is grounded in trust, transparency, and a deep commitment to preserving and growing your legacy for generations to come.

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    Family Office Resources Overview

    Specialized wealth management services tailored for ultra-high-net-worth families, addressing complex, multigenerational financial issues. These services include estate planning, family governance, wealth education, philanthropy management, and investment strategy, all integrated with private wealth advisor support.

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    Estate Planning Strategies

    Morgan Stanley's Estate Planning Strategies provide guidance on preserving and transferring wealth efficiently across generations, incorporating tax planning, trusts, and charitable giving.

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    Wealth Strategies

    Morgan Stanley's Wealth Strategies provide tailored investment planning tools to help clients align their portfolios with estate plans, tax situations, and financial goals. They focus on strategic asset allocation, risk management, and long-term growth, considering individual circumstances like liquidity needs and beneficiary profiles.

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    Portfolio Construction

    These services offer customized investment solutions through its Outsourced Chief Investment Officer (OCIO) platform, leveraging 30 years of experience. They provide tailored asset allocation, manager selection, risk management, and comprehensive reporting for ultra-high-net-worth families and institutions.

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    Philanthropy Management

    This helps individuals, families, and foundations achieve their charitable goals through customized strategies, donor-advised funds, and operational support. We offer advisory services, grant-making solutions, and educational resources to maximize philanthropic impact.

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    Lifestyle Advisory

    Signature Access and Lifestyle Advisory provides bespoke solutions for ultra-high-net-worth clients, including travel and concierge services, health and security advisory, tangible asset management, and financial administration. It also offers exclusive access to the Reserved Living & Giving loyalty program.

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Location

1747 Pennsylvania Avenue
Suite 900
Washington, DC 20006
US
Direct:
(800) 792-4411(800) 792-4411

Meet The Burton-Harding Group

About Me

Securities Agent: WY, IA, RI, PA, KY, ND, NC, MS, KS, VA, SC, OR, OK, MN, IN, FL, CO, ME, MD, ID, GA, WA, VT, TX, NY, MT, MA, AR, TN, SD, NH, MO, IL, CT, AL, AK, WV, VI, PR, MI, DE, CA, WI, UT, OH, LA, DC, AZ, NE, HI, NV, NM, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 541207

About Me

Securities Agent: SC, GA, WY, MS, LA, KS, HI, CO, CA, UT, TN, NV, DC, WV, OK, MA, AR, WA, NJ, NH, MD, MO, DE, PR, OR, NM, NE, ND, NC, MN, KY, IL, ID, FL, VT, OH, NY, IA, AL, VA, TX, PA, ME, CT, AZ, AK, MT, WI, VI, SD, RI, MI, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1083328
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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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Burton-Harding 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:
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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.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)