Kenneth M. Cadden, CIMA®, CRPC®
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
Phone:
(804) 780-3377(804) 780-3377
The Cadden Sizemore Group at Morgan Stanley
Direct:
(804) 780-3332(804) 780-3332
Toll-Free:
(800) 833-5522(800) 833-5522
Our Mission Statement
Experience and dedicated personal service to help you meet your financial goals
Our Story
For more than twenty-five years The Cadden Sizemore Group at Morgan Stanley has served retiring professionals and executives, business owners, high net worth families, corporations and endowments. Employing a detailed planning approach that encompasses all areas listed to the right, we think outside of the box looking for optimum solutions across a wide variety of truly exclusive tools at Morgan Stanley. Founding partners, Ken Cadden and Ken Sizemore, have been named to the list of Forbes Magazine's "Best-in-State-Wealth Advisors" in Virginia for the years 2019, 2021, 2022, and 2023. In addition, The Cadden Sizemore Group at Morgan Stanley was ranked among Forbes Best-In-State Wealth Management Teams for 2024 and 2025. This is a sign of excellence in providing custom client solutions, service, and care over many years.
We strive to prove every day that we care about our clients' lives more than the amount of assets they have entrusted to our management. Those who work with us appreciate the extremely personal approach we take to serving them. They also appreciate how we find ways to organize their complicated financial life and retirement. Each member of our team plays a vital and distinct role in accomplishing these objectives.
2019-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2019-2023). Data compiled by SHOOK Research LLC based on12-month time period concluding in June of year prior to the issuance of the award.
2024-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (2024-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
We strive to prove every day that we care about our clients' lives more than the amount of assets they have entrusted to our management. Those who work with us appreciate the extremely personal approach we take to serving them. They also appreciate how we find ways to organize their complicated financial life and retirement. Each member of our team plays a vital and distinct role in accomplishing these objectives.
2019-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2019-2023). Data compiled by SHOOK Research LLC based on12-month time period concluding in June of year prior to the issuance of the award.
2024-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (2024-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Services Include
- Professional Portfolio ManagementFootnote1
- Retirement PlanningFootnote2
- 401(k) Rollovers
- 529 PlansFootnote3
- Life InsuranceFootnote4
- Long Term Care InsuranceFootnote5
- Corporate Retirement PlansFootnote6
- Estate Planning StrategiesFootnote7
- Trust ServicesFootnote8
- Alternative InvestmentsFootnote9
- Executive Financial ServicesFootnote10
- Cash Management and Lending ProductsFootnote11
- Philanthropic ManagementFootnote12
- Business Succession PlanningFootnote13
- Endowments and FoundationsFootnote14
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Planning By The Decade: Proactive Topics We Address With Clients
In Your 20s And Before:
• Educate on Investing and The Importance of Starting Early
• Explain Stocks, Bonds, Mutual Funds, ETFs, And Other Investment Vehicles
• Talk About Budgeting, Paying Yourself First, And Staying Out of Debt
• Explain Stocks, Bonds, Mutual Funds, ETFs, And Other Investment Vehicles
• Talk About Budgeting, Paying Yourself First, And Staying Out of Debt
In Your 30s:
• Work On Family Planning, Coordinating Finances, and Financing Your First Home
• Insurance Review and Providing Adequate Coverage
• Starting A Business and Opening Company Retirement Plans
• Open Education Savings Accounts for Children (529s, Brokerage, UGMA/UTMA)
• Work Toward Maxing Out Retirement Accounts
• Defining An Adequate Emergency Fund for You
• Automating Savings into Variable Expense Accounts
• Insurance Review and Providing Adequate Coverage
• Starting A Business and Opening Company Retirement Plans
• Open Education Savings Accounts for Children (529s, Brokerage, UGMA/UTMA)
• Work Toward Maxing Out Retirement Accounts
• Defining An Adequate Emergency Fund for You
• Automating Savings into Variable Expense Accounts
In Your 40s:
• Create an Education Spend Strategy
• Company Stock Awards and Options Liquidation Strategy
• Begin Discussing a Long-Term Care Plan and Coverage Options
• Create A Comprehensive Financial Plan for All Long Term and Short-Term Goals
• Maxing Out Health Savings Accounts
• 401(k) Allocation Review
• Company Stock Awards and Options Liquidation Strategy
• Begin Discussing a Long-Term Care Plan and Coverage Options
• Create A Comprehensive Financial Plan for All Long Term and Short-Term Goals
• Maxing Out Health Savings Accounts
• 401(k) Allocation Review
In Your 50s:
• Begin De-Risking Your Portfolio in Anticipation of Retirement
• Keeping Your Financial Plan Updated Annually
• Explore Other Savings Account Options in Excess of Maxing Out Your 401(k)
• Coordinate with Your CPA And Tax Advisor for Maximum Efficiency
• Business Succession and Exit Planning
• Keeping Your Financial Plan Updated Annually
• Explore Other Savings Account Options in Excess of Maxing Out Your 401(k)
• Coordinate with Your CPA And Tax Advisor for Maximum Efficiency
• Business Succession and Exit Planning
In Your 60s:
• How To Use Your Portfolio to Replace Employment Income
• Social Security Analysis
• Helping Elderly Parents with Finances
• Inheriting Assets, Required Death Distributions, And Re-Allocation
• Mortgage And Outstanding Debt Payoff Analysis
• Medicare And Health Care Expense Planning
• Coordinate The Estate Plan Process and Retitling of Accounts
• Reviewing Your Insurance Policies and Goals
• Creating A Plan for Required Minimum Distributions from IRA and 401(k) Accounts
• Social Security Analysis
• Helping Elderly Parents with Finances
• Inheriting Assets, Required Death Distributions, And Re-Allocation
• Mortgage And Outstanding Debt Payoff Analysis
• Medicare And Health Care Expense Planning
• Coordinate The Estate Plan Process and Retitling of Accounts
• Reviewing Your Insurance Policies and Goals
• Creating A Plan for Required Minimum Distributions from IRA and 401(k) Accounts
In Your 70s And Beyond:
• RMD And QCD Execution and Reinvestment
• Helping With Charitable Giving and Transfers to Children
• Educating Grandchildren on Finances (See First Column, ‘In Your 20s’)
• Conduct Family Meetings with Children So All Parties on Same Page
• Helping With Charitable Giving and Transfers to Children
• Educating Grandchildren on Finances (See First Column, ‘In Your 20s’)
• Conduct Family Meetings with Children So All Parties on Same Page
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Location
901 East Byrd St
Suite 2000
Richmond, VA 23219
US
Direct:
(804) 780-3332(804) 780-3332
Toll-Free:
(800) 833-5522(800) 833-5522
Meet The Cadden Sizemore Group
Kenneth R. Sizemore, CIMA®, CRPC®
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
Phone:
(804) 780-3375(804) 780-3375
Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
Phone:
(804) 780-3363(804) 780-3363
Anne Southworth
Vice President, Wealth Management Associate, Financial Planning Associate
Phone:
(804) 780-3392(804) 780-3392
Christina Goodman
Portfolio Associate
Phone:
(804) 780-3332(804) 780-3332
About Kenneth M. Cadden
Ken is a Senior Vice President and Senior Portfolio Management Director with more than thirty years of industry experience. His role is to help guide clients toward the financial independence they envision by following a prudent planning process and through the application of the appropriate investment strategies.
In addition, Ken is a frequent corporate-sponsored speaker in the areas of Portfolio Management and Individual Retirement Planning. A native of Syosset, New York, Ken received a Bachelor of Science in Finance from Virginia Tech. He is a graduate of The University of Pennsylvania’s Wharton School of Business’ distinguished Investment Analyst Program, from which he earned the designation of CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA). Recognizing the need for comprehensive retirement planning, Ken completed the CRPC Professional Education Program with the College for Financial Planning and was awarded the designation of CHARTERED RETIREMENT PLANNING COUNSELOR.
Ken began his investment career in 1986 as a Financial Analyst with Drexel Burnham Lambert in New York. In 1990 he took a position as a Financial Consultant with Wachovia Securities in Richmond and was a founding member of the firms Financial Planning Institute. Ken has been a Senior Vice President with Morgan Stanley since 2001 and is a long time member of the Investment Management Consultants Association. He was named to the list of "Best-in-State Wealth Advisors" in Virginia published by Forbes Magazine for 2019, 2021, and 2022.
Ken is an active patron of The Samuel J. Cadden Chapel Project and sits on the Executive Council at Clemson University. In addition, Ken is a supporter of Feed More, and volunteers at the Central Virginia Food Bank and Meals on Wheels. He is a member of St. Bridget's Catholic Church.
Ken lives in the Short Pump area of Richmond with his wife, Mary, and is the proud father of two children, Sam and Bailey.
2019-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
In addition, Ken is a frequent corporate-sponsored speaker in the areas of Portfolio Management and Individual Retirement Planning. A native of Syosset, New York, Ken received a Bachelor of Science in Finance from Virginia Tech. He is a graduate of The University of Pennsylvania’s Wharton School of Business’ distinguished Investment Analyst Program, from which he earned the designation of CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA). Recognizing the need for comprehensive retirement planning, Ken completed the CRPC Professional Education Program with the College for Financial Planning and was awarded the designation of CHARTERED RETIREMENT PLANNING COUNSELOR.
Ken began his investment career in 1986 as a Financial Analyst with Drexel Burnham Lambert in New York. In 1990 he took a position as a Financial Consultant with Wachovia Securities in Richmond and was a founding member of the firms Financial Planning Institute. Ken has been a Senior Vice President with Morgan Stanley since 2001 and is a long time member of the Investment Management Consultants Association. He was named to the list of "Best-in-State Wealth Advisors" in Virginia published by Forbes Magazine for 2019, 2021, and 2022.
Ken is an active patron of The Samuel J. Cadden Chapel Project and sits on the Executive Council at Clemson University. In addition, Ken is a supporter of Feed More, and volunteers at the Central Virginia Food Bank and Meals on Wheels. He is a member of St. Bridget's Catholic Church.
Ken lives in the Short Pump area of Richmond with his wife, Mary, and is the proud father of two children, Sam and Bailey.
2019-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: TX, WI, WV, MA, DC, CO, VT, SD, SC, PA, MO, IA, GA, AZ, AL, VA, NY, NV, NJ, MI, TN, OR, MD, FL, CA, NC, KY, ME, WA, IL, OH, MT, MS, WY; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282472
NMLS#: 1282472
About Kenneth R. Sizemore
For more than thirty years, Ken’s focus has been comprehensive wealth management with a focus on retirement planning. Whether an individual needs help starting the planning process or is about to retire, Ken’s extensive experience helps individuals make the critical decisions that will impact their future.
Ken also designs financial education programs for numerous local corporations including Fortune 500 companies. He helps these companies by teaching comprehensive financial planning programs for employees with an emphasis on retirement planning.
Ken was named to the list of "Best-in-State Wealth Advisors" in Virginia published by Forbes Magazine for 2019, 2021, and 2022. He is a CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC), a distinction earned through the College for Financial Planning. He gained expertise in helping individuals craft complete strategies through this comprehensive study of retirement planning.
Ken is a graduate of The University of Pennsylvania’s Wharton School of Business’ distinguished Investment Analyst Program, where he received intense education on the construction of investment portfolios. As a CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA), Ken believes a well-constructed retirement plan requires skill in implementation.
After graduating with honors from Lynchburg College in 1978, with a Bachelor’s degree in Business Administration Management, Ken gained experience in banking, distribution, and manufacturing which gives him a diverse perspective on retirement planning.
Ken has been a member in the Douglas Freeman Athletic Club. He has also served on the MS board of Richmond and is a past member of the Alumni Board of Lynchburg College. A native Virginian, Ken lives in the West End of Richmond with his wife Nancy and has two sons, Matt and John.
2019-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Ken also designs financial education programs for numerous local corporations including Fortune 500 companies. He helps these companies by teaching comprehensive financial planning programs for employees with an emphasis on retirement planning.
Ken was named to the list of "Best-in-State Wealth Advisors" in Virginia published by Forbes Magazine for 2019, 2021, and 2022. He is a CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC), a distinction earned through the College for Financial Planning. He gained expertise in helping individuals craft complete strategies through this comprehensive study of retirement planning.
Ken is a graduate of The University of Pennsylvania’s Wharton School of Business’ distinguished Investment Analyst Program, where he received intense education on the construction of investment portfolios. As a CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA), Ken believes a well-constructed retirement plan requires skill in implementation.
After graduating with honors from Lynchburg College in 1978, with a Bachelor’s degree in Business Administration Management, Ken gained experience in banking, distribution, and manufacturing which gives him a diverse perspective on retirement planning.
Ken has been a member in the Douglas Freeman Athletic Club. He has also served on the MS board of Richmond and is a past member of the Alumni Board of Lynchburg College. A native Virginian, Ken lives in the West End of Richmond with his wife Nancy and has two sons, Matt and John.
2019-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: SD, PA, CA, NV, MS, KY, GA, AL, OH, MT, FL, AZ, WA, TN, SC, MO, WY, TX, NY, IL, IA, DC, VT, NC, MI, MA, WV, MD, NJ, WI, VA, OR, ME, CO; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1272752
NMLS#: 1272752
About Matt Sizemore
Since the beginning of my career in wealth management I have believed there is power within the confines of a trusted relationship. I became a Financial Advisor to help people find deep purpose and joy as they manage wealth. Being deeply known and guided by a trusted counselor helps you become who you were meant to be. I have experienced this in my own life through many wonderful mentors.
I was born and raised in Richmond, VA and then went to Presbyterian College on a division I golf scholarship. While in college I made transformative friendships, learned how to overcome adversity, and most importantly met my wife, Natalie. After graduating in 2013 with a degree in Business Administration concentrating in Management and Economics, I was fortunate to pursue a lifelong dream of playing professional golf.
Having given my all to golf from age 12 to 22, I transitioned to a role with a thriving, family-owned e-commerce business. It was this job that ignited a passion for serving others through business and I eventually became a team leader in customer service. I wanted to take this one step further and help individuals and families with something vital to their livelihood and future, so I decided to join The Cadden Sizemore Group at Morgan Stanley.
In our process we never begin with numbers though these are important. Rather, we begin with who you are. After defining your personal values and core convictions about life, we then discuss what change you want to see in your life and the lives of others and break that down into smaller objectives to help make it happen.
Many of my clients are tired of the status-quo in Wealth Management. Though they want their investments to perform well, they know there's more to life than beating the S&P500 or becoming rich. They want to do more than retire, be on permanent vacation. and minimize the presence of all risk possible. Instead, they want to take meaningful risks with their wealth that are appropriate for their situation and targeted toward their neighbor's good.
A life with no risk is no life at all and the absence of vocation has never made anyone happy since the dawn of time. I believe we were created with a longing for purpose in our DNA, and I view money as just one way of seeing that purpose become tangible.
I am a CFP® Certified Financial Planner™ professional. The designation comes with extensive training in financial planning, estate planning strategies, insurance, investments, taxes, employee benefits and retirement planning, as well as in the CFP® Board’s Standards of Professional Conduct, which are rigorously enforced. This certification gives me the knowledge to help clients understand how all elements of a financial plan work together to meet their goals.
Some of the customized solutions that come out of my planning process with clients are values-based investing, hedging strategies, alternative investments, income replacement for retirement or transitioning careers, charitable giving strategies, equity compensation analysis for executives, tax-efficient solutions for concentrated single stock positions, and Long-Term Care planning.
My family and I reside in the Richmond area. We enjoy all of the beauty (and food) this city has to offer!
Give me a call or send me an email if you would like to schedule an introductory conversation. I would be honored to learn more about you and what you want to accomplish!
Disclaimer:
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
I was born and raised in Richmond, VA and then went to Presbyterian College on a division I golf scholarship. While in college I made transformative friendships, learned how to overcome adversity, and most importantly met my wife, Natalie. After graduating in 2013 with a degree in Business Administration concentrating in Management and Economics, I was fortunate to pursue a lifelong dream of playing professional golf.
Having given my all to golf from age 12 to 22, I transitioned to a role with a thriving, family-owned e-commerce business. It was this job that ignited a passion for serving others through business and I eventually became a team leader in customer service. I wanted to take this one step further and help individuals and families with something vital to their livelihood and future, so I decided to join The Cadden Sizemore Group at Morgan Stanley.
In our process we never begin with numbers though these are important. Rather, we begin with who you are. After defining your personal values and core convictions about life, we then discuss what change you want to see in your life and the lives of others and break that down into smaller objectives to help make it happen.
Many of my clients are tired of the status-quo in Wealth Management. Though they want their investments to perform well, they know there's more to life than beating the S&P500 or becoming rich. They want to do more than retire, be on permanent vacation. and minimize the presence of all risk possible. Instead, they want to take meaningful risks with their wealth that are appropriate for their situation and targeted toward their neighbor's good.
A life with no risk is no life at all and the absence of vocation has never made anyone happy since the dawn of time. I believe we were created with a longing for purpose in our DNA, and I view money as just one way of seeing that purpose become tangible.
I am a CFP® Certified Financial Planner™ professional. The designation comes with extensive training in financial planning, estate planning strategies, insurance, investments, taxes, employee benefits and retirement planning, as well as in the CFP® Board’s Standards of Professional Conduct, which are rigorously enforced. This certification gives me the knowledge to help clients understand how all elements of a financial plan work together to meet their goals.
Some of the customized solutions that come out of my planning process with clients are values-based investing, hedging strategies, alternative investments, income replacement for retirement or transitioning careers, charitable giving strategies, equity compensation analysis for executives, tax-efficient solutions for concentrated single stock positions, and Long-Term Care planning.
My family and I reside in the Richmond area. We enjoy all of the beauty (and food) this city has to offer!
Give me a call or send me an email if you would like to schedule an introductory conversation. I would be honored to learn more about you and what you want to accomplish!
Disclaimer:
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Securities Agent: MT, MO, IL, FL, DC, PA, MA, CA, MS, WA, NY, GA, WY, SC, NV, ME, CO, AL, WI, TX, OR, OK, MI, WV, OH, NJ, IA, CT, VT, NC, AZ, MD, KY, VA, TN, SD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1507449
CA Insurance License #: 0K98748
NMLS#: 1507449
CA Insurance License #: 0K98748
About Anne Southworth
Anne has more than 20 years of experience in the financial services industry, including 18 with Morgan Stanley. Anne oversees the client experience for The Cadden Sizemore Group. Through careful collaboration with her team, she ensures that each client receives a custom, comprehensive wealth management plan. Passionate about her work, Anne is dedicated to developing a meaningful relationship with clients that extends beyond financial success.
Anne grew up in the Shenandoah Valley and graduated from the University of Virginia. She and her husband Jack live in the Near West End with their daughter Anne Conway.
Anne grew up in the Shenandoah Valley and graduated from the University of Virginia. She and her husband Jack live in the Near West End with their daughter Anne Conway.
About Christina Goodman
Christy's career in financial services began in 1997 and for over 25 years she has shown excellence in finding and executing solutions for clients. She handles nearly all administrative, reporting, and daily needs for clients and truly excels at making their financial life easy.
She was born and raised in Hanover, VA where she now lives with husband Jay and daughters Aliza and Elise.
She was born and raised in Hanover, VA where she now lives with husband Jay and daughters Aliza and Elise.
Contact Kenneth M. Cadden
Contact Kenneth R. Sizemore
Contact Matt Sizemore
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
Kurtis Grant
planning Associate
About Kurtis Grant
Kurtis Grant is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various alternatives and their potential outcomes to help clients confidently choose the appropriate course of action. Kurtis provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from West Virginia University and received the Financial Planning Specialist® designation from the College for Financial Planning. Kurtis is originally from Herndon, VA and currently resides in Alpharetta, GA.
He earned his undergraduate degree from West Virginia University and received the Financial Planning Specialist® designation from the College for Financial Planning. Kurtis is originally from Herndon, VA and currently resides in Alpharetta, GA.
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
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- Wealth Planning
- Traditional Investments
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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
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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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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Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Cadden Sizemore Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6When 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.
7Morgan 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.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
9Alternative 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.
10Morgan 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.
11Morgan 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
12Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
13Morgan 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.
14Morgan 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.
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
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6When 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.
7Morgan 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.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
9Alternative 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.
10Morgan 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.
11Morgan 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
12Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
13Morgan 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.
14Morgan 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.
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)
