Phone:
(203) 786-2181(203) 786-2181
The Coastal Group at Morgan Stanley
New Haven:
(203) 786-2178(203) 786-2178
Madison:
(860) 447-4841(860) 447-4841
Our Mission Statement
Experienced Wealth Management services for your life and legacy goals.
Our Story
The Coastal Group at Morgan Stanley is recognized as a 2024-2025 Forbes Best-In-State Wealth Management Teams and a 2024 America's Top Wealth Management Teams. We believe Wealth Management involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means understanding and responding effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long-term goals. As your Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as your valued resource on any financial issue. Our most important goal is to help you achieve your objectives and provide guidance that helps your wealth do more for you.
Awards Disclosures:
2024-2025 Forbes Best-In-State Wealth Management Teams | Source: Source: Forbes.com (Awarded 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.
2023-2025 Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded 2023, 2024, & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2024 Forbes America's Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2024) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24.
Awards Disclosures:
2024-2025 Forbes Best-In-State Wealth Management Teams | Source: Source: Forbes.com (Awarded 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.
2023-2025 Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded 2023, 2024, & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2024 Forbes America's Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2024) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
AWARDS AND HONORS
When you work with the Coastal Group, you're working with advisors who are ready to assist you in achieving your goals.
Wendy C. Wheeler, MBA
• 2023-2025 Forbes Top Women Wealth Advisors Best-In-State
• Who's Who in Finance and Industry Marquis (2024-2025)
• Connecticut Magazine, selected as a Five Star Wealth Manager (2012-2017, 2021-2024) from a survey by Connecticut consumers and financial services professionals.
• 35 years of Loyal Service Award - Morgan Stanley Smith Barney
• Named to Smith Barney Century Council (2002)
• Named to Smith Barney President's Council (1993, 1994, 1995, 1996, 1997)
• Who's Who in Finance and Industry Marquis (2024-2025)
• Connecticut Magazine, selected as a Five Star Wealth Manager (2012-2017, 2021-2024) from a survey by Connecticut consumers and financial services professionals.
• 35 years of Loyal Service Award - Morgan Stanley Smith Barney
• Named to Smith Barney Century Council (2002)
• Named to Smith Barney President's Council (1993, 1994, 1995, 1996, 1997)
Jeffrey P. Meotti, CFP®
• Selected by Forbes as a Connecticut Best-in-State Wealth Advisor 2019-2024
• Connecticut Magazine, selected as a Five Star Wealth Manager (2012-2017) from a survey by Connecticut consumers and financial services professionals.
• 40 years of Loyal Service Award - Morgan Stanley Smith Barney
• Named to Smith Barney's President Council: 2000-2006 & 2008-2009
• Named to Morgan Stanley Master's Club: 2010-2021
• Named to Morgan Stanley Century Club: 2022-2024
• Connecticut Magazine, selected as a Five Star Wealth Manager (2012-2017) from a survey by Connecticut consumers and financial services professionals.
• 40 years of Loyal Service Award - Morgan Stanley Smith Barney
• Named to Smith Barney's President Council: 2000-2006 & 2008-2009
• Named to Morgan Stanley Master's Club: 2010-2021
• Named to Morgan Stanley Century Club: 2022-2024
Mark Meotti, CFP®, CIMA®
• Named to Morgan Stanley Pacesetter's Club (2020-2024)
• Connecticut Magazine, selected as a Five Star Wealth Manager (2024) from a survey by Connecticut consumers and financial services professionals
• Connecticut Magazine, selected as a Five Star Wealth Manager (2024) from a survey by Connecticut consumers and financial services professionals
The Coastal Group
• 2024-2025 Forbes Best-In-State Wealth Management Teams
• 2024 Forbes America's Top Wealth Management Teams
• 2024 Forbes America's Top Wealth Management Teams
Helpful Resources for Our Valued Clients
Welcome to our investor resources hub! You will find a wealth of information designed to keep you at the forefront of the latest market trends and tools offered by Morgan Stanley. The Coastal Group is committed to providing timely updates, in-depth analyses, and expert insights to help you make informed investment decisions. Explore our collection of articles, reports, and multimedia content to enhance your financial knowledge and empower your investment journey.
4 Standout Investment Themes
Deglobalization, the continued evolution of AI, longevity and the future of energy could provide investment opportunities in the years ahead.
Learn More
Debt Ceiling Q&A
In this U.S. Policy Pulse report, we highlight investors' frequently asked questions about the debt ceiling.
Read the Report
Morgan Stanley Online
The Morgan Stanley Online (MSO) website and app acts as a home base to view your account balance and recent activity.
Within MSO you can:
* Approve wire transfers once enrolled in eAuthorization
* Send Money with Zelle®
* Manage everyday finances and track your spending
Login or Register for MSOWithin MSO you can:
* Approve wire transfers once enrolled in eAuthorization
* Send Money with Zelle®
* Manage everyday finances and track your spending
Total Wealth View
Through Morgan Stanley Online, Total Wealth View (TWV) gives you the ability to link and manage multiple financial accounts from different firms all in one place. This will allow you to conveniently see your entire wealth picture, analyze cash flows and benefit from more informed wealth planning.
Learn More or Enroll in TWV
Online Security Center
Safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More
Reserved Living & Giving
Morgan Stanley's loyalty program allows eligible clients access to exclusive offers and discounts from over 70 premium brands at no cost.
Sign In or Enroll
GIC Weekly
The Global Investment Committee's Lisa Shalett
headlines this weekly look at markets, asset class
performance and fixed income.
Read Moreheadlines this weekly look at markets, asset class
performance and fixed income.
Thoughts on the Market Podcast
Detailed market commentary from Morgan Stanley's
thought leaders on topics such as global equities, fixed
income, monetary policy and more.
Listen Herethought leaders on topics such as global equities, fixed
income, monetary policy and more.
Working With You
As your team of financial advisors, you will benefit from the combined industry-leading resources and insights of Morgan Stanley and our collective 75 years of knowledge and experience. Below are details of our engagement process:
Step One: Getting to Know You
Every new relationship begins with our team asking questions. Some questions are designed to gain a better understanding of your values, priorities and risk tolerance. Other questions will be more quantitative and lead to understanding your current income, expenses, cash flows, assets and liabilities, among other things. Your answers will provide the framework to begin developing a financial plan.
Step Two: Strategy Development
After the discovery phase, we will develop a strategy that is relevant to your current situation – a comprehensive financial plan that will incorporate virtually all the financial aspects in your life.
Step Three: Implementation
During this phase, we implement the financial planning recommendations. With many investors finding this step to be difficult, proper implementation of a set strategy is one of the largest contributors to helping achieve financial success. We help our clients execute their strategies, and we will clarify and explain the exact steps taken on your behalf. Our most successful clients will tell you that getting started is the key to success.
Step Four: Continuous Monitoring
Plans and goals evolve and change with life. We will constantly monitor and adapt to the changes in your life. Wealth management is a dynamic process, and our team will be ready to adjust your plan to help ensure that you have the highest probability of successfully attaining your desired goals.
Your Guide to Tax-Efficient Planning
The tax decisions you make today can help you save for years to come.
Preparing for Tax Day
The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.
Learn More
2025 Tax Tables
This helpful resource outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View Tax Tables
Form 1040 Guide
Your IRS Form 1040 can reveal important details about your personal finances and highlight potential opportunities for future savings. Ask yourself these six questions to potentially reduce your next tax bill.
View GuideDirect Indexing
Direct indexing seeks to replicate an existing index in a taxable account. Through a separately managed account, an investment manager establishes direct ownership of individual stocks that make up the chosen index.
Learn More
Active Tax Management
Applying an active tax-management strategy for your investments can help you reduce your overall tax burden. Even small reductions in tax payments today can have a big impact on your wealth tomorrow.
View Strategies
Tax-Loss Harvesting
It’s possible to offset your capital gains with capital losses you’ve incurred during that tax year or carried over from a prior tax return. Offsetting capital gains with capital losses can lower your taxable income.
Read More
Intelligent Withdrawals
Morgan Stanley’s Intelligent Withdrawals tool uses sophisticated analysis across all of your accounts to quickly find the right withdrawal strategy to help reduce the taxes you may owe.
Learn More
Donor Advised Funds
There’s more to charitable giving than you may realize. Check-out one method that provides flexibility and can help maximize your impact.
Learn MoreLocation
545 Long Wharf Dr
7
New Haven, CT 06511
US
Direct:
(203) 786-2178(203) 786-2178
741 Boston Post Road
Madison, CT 06443
US
Direct:
(860) 447-4841(860) 447-4841
Meet The Coastal Group
Jeffrey P. Meotti, CFP®
Senior Vice President, Financial Advisor
Phone:
(860) 447-4841(860) 447-4841
Mark T. Meotti, CFP®, CIMA®
Vice President, Financial Advisor
Phone:
(203) 786-2130(203) 786-2130
Sean C. Reilly
Financial Advisor, Financial Planning Specialist
Phone:
(203) 786-2178(203) 786-2178
First Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Financial Planning Specialist
Phone:
(203) 499-4942(203) 499-4942
About Wendy C. Wheeler, MBA
Wendy Wheeler is a Senior Vice President, Wealth Management, Senior Investment Management Consultant and a Senior Portfolio Manager. She focuses on helping to preserve and grow wealth for Fortune 500 executives, physicians and high net-worth families across the country.
With over 30 years of extensive investment experience, Wendy provides comprehensive wealth planning counseling regarding wealth preservation, wealth transfer and retirement income planning solutions for her clients.
Wendy graduated from Wheaton College, Mass. with a BA in Economics. She also holds an Executive MBA degree from the University of New Haven. Wendy studied at the London School of Economics, The American College of Switzerland, and was a charter Docent at The Yale Center for British Art.
Wendy has served on numerous nonprofit boards and committees. When away from the office she enjoys skiing, boating, gardening and spending time with her husband and two children.
With over 30 years of extensive investment experience, Wendy provides comprehensive wealth planning counseling regarding wealth preservation, wealth transfer and retirement income planning solutions for her clients.
Wendy graduated from Wheaton College, Mass. with a BA in Economics. She also holds an Executive MBA degree from the University of New Haven. Wendy studied at the London School of Economics, The American College of Switzerland, and was a charter Docent at The Yale Center for British Art.
Wendy has served on numerous nonprofit boards and committees. When away from the office she enjoys skiing, boating, gardening and spending time with her husband and two children.
Securities Agent: RI, AZ, NY, WA, SC, NH, DE, AL, OH, MA, NJ, IL, ID, FL, VA, DC, NC, GA, VT, OK, IA, CT, WV, MD, PA, OR, MI, ME, NV, TX, MT, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1383240
NMLS#: 1383240
About Jeffrey P. Meotti
Jeffrey is a Senior Vice President, Wealth Management in the Madison office. He has over 35 years of experience providing investment solutions for high net-worth individuals, retirement plans and trusts. Jeffrey earned a B.S. in accounting with honors from CCSU. He also studied advanced business courses at the University of Hartford.
Prior to joining Morgan Stanley, Jeffrey was a CPA (Certified Public Accountant) at the multinational firm of Ernst & Young, he does not currently give tax or accounting advice. In November 2005, he completed all requirements for the Certified Financial Planner® designation.
Jeffrey has served on various charity boards and committees in his community, including Easter Seals, Y-Me, Special Olympics World Games, Also-Cornerstone and the Old Saybrook Historic Commission. He lives in Old Saybrook with his wife of 40 years.
Prior to joining Morgan Stanley, Jeffrey was a CPA (Certified Public Accountant) at the multinational firm of Ernst & Young, he does not currently give tax or accounting advice. In November 2005, he completed all requirements for the Certified Financial Planner® designation.
Jeffrey has served on various charity boards and committees in his community, including Easter Seals, Y-Me, Special Olympics World Games, Also-Cornerstone and the Old Saybrook Historic Commission. He lives in Old Saybrook with his wife of 40 years.
Securities Agent: SC, CT, WV, PA, ME, MD, DC, CA, WA, NY, IA, MI, AZ, VA, OK, NC, VT, RI, MT, OH, NV, MA, GA, FL, DE, CO, TX, OR, IL, ID, NJ, AL, NH; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 176938
NMLS#: 176938
About Mark T. Meotti
Mark Meotti is a Vice President in the New Haven office. Prior to Morgan Stanley, he earned a B.S. in Mechanical Engineering from the University of Connecticut and held jobs as a design engineer, solar field marketer and an account manager providing healthcare IT solutions.
Mark brings young energy and fresh ideas to the Coastal Group, an established and successful team at Morgan Stanley. He complements the team’s 70+ years of financial experience by embracing the digital tools and technology available through Morgan Stanley and by building on the team’s multi-generational family wealth management practice.
He lives in the pizza capital of the world, Wooster Square, just a few miles from the Morgan Stanley office. Mark is an active volunteer at local soup kitchens and The Hole in the Wall Gang, an avid boater, and has an impressive collection of U.S. pennies.
Mark brings young energy and fresh ideas to the Coastal Group, an established and successful team at Morgan Stanley. He complements the team’s 70+ years of financial experience by embracing the digital tools and technology available through Morgan Stanley and by building on the team’s multi-generational family wealth management practice.
He lives in the pizza capital of the world, Wooster Square, just a few miles from the Morgan Stanley office. Mark is an active volunteer at local soup kitchens and The Hole in the Wall Gang, an avid boater, and has an impressive collection of U.S. pennies.
Securities Agent: OR, AZ, IA, AL, PA, GA, CT, VT, NC, MT, IL, CA, RI, ME, FL, NY, MD, SC, KY, AR, OK, VA, NJ, DC, WA, TX, OH, NH, MA, CO, NV, WV, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1653125
NMLS#: 1653125
About Sean C. Reilly
Sean Reilly is a Financial Advisor and a Financial Planning Specialist at Morgan Stanley. He is a member of the Coastal Group, a team of five financial advisors with extensive years of combined experience, and who have established themselves as one of the leaders in multi-generational wealth and retirement planning.
Sean approaches each client’s specific goals methodically and holistically and tailors a personalized investment strategy that addresses the inherent long-term nature of those goals. Sean knows that life is a marathon and not a sprint; in 2016, he embarked on a mountain bike camping trip through South Africa, an endeavor that took three months with over 2,500 miles of riding through the arid climate of the Karoo and through the green mountains of the Drakensberg. In 2017, Sean embarked for a month on another mountain bike camping trip through Ecuador on a route that bisected the country by following the Andean corridor. Both trips were extremely humbling, but they also illuminated that the physical, the mental, and the financial aspects of life thread through endurance.
Sean lives in Madison, Connecticut, with his wife, Ashlyn, their dog, Jammer, and their new baby girl, Lucy Graham Reilly, who Sean cannot wait to go hiking, biking, and skiing with.
Sean approaches each client’s specific goals methodically and holistically and tailors a personalized investment strategy that addresses the inherent long-term nature of those goals. Sean knows that life is a marathon and not a sprint; in 2016, he embarked on a mountain bike camping trip through South Africa, an endeavor that took three months with over 2,500 miles of riding through the arid climate of the Karoo and through the green mountains of the Drakensberg. In 2017, Sean embarked for a month on another mountain bike camping trip through Ecuador on a route that bisected the country by following the Andean corridor. Both trips were extremely humbling, but they also illuminated that the physical, the mental, and the financial aspects of life thread through endurance.
Sean lives in Madison, Connecticut, with his wife, Ashlyn, their dog, Jammer, and their new baby girl, Lucy Graham Reilly, who Sean cannot wait to go hiking, biking, and skiing with.
Securities Agent: MA, MI, WV, ME, GA, AL, VA, NY, NC, MN, FL, TX, NH, VT, PA, DC, CT, AK, SC, OK, MD, ID, CA, WA, DE, CO, NJ, IL, TN, AZ, RI, OH; General Securities Representative; Investment Advisor Representative
About Michael Deskin
Michael Deskin is a First Vice President, Portfolio Management Director, Financial Planning Specialist and Financial Advisor with the Coastal Group at Morgan Stanley. He has 34 years of industry experience and has spent the last 30 years at Morgan Stanley and its predecessor Firms.
Michael operates a Comprehensive Wealth Management Practice that focuses on a needs analysis that puts the client and their family first. His approach combines goal-based planning with personalized investment management. Investment decisions are made within the context of specific goals, risk tolerance and time horizon. Michael works closely with clients' legal and Tax Advisors to help identify the most appropriate solutions for investment.
Before joining Morgan Stanley, Michael spent five formative years as a Senior Auditor for Deutsche Bank. He is a graduate of American International with BA in Economics and Finance, where he was also a member of the Hockey team for four years.
Michael lives in Guilford, Connecticut, with his wife of 24 years, Kersty, and their dogs, Jack and Toby. He is the proud dad to two daughters, Carlen and Laura, and son-in-law Henry and their two children, Noah and Magnolia. Michael has run Destiny Fishing for over 40 years, a small charter fishing business in Connecticut. He also enjoys playing golf.
Michael operates a Comprehensive Wealth Management Practice that focuses on a needs analysis that puts the client and their family first. His approach combines goal-based planning with personalized investment management. Investment decisions are made within the context of specific goals, risk tolerance and time horizon. Michael works closely with clients' legal and Tax Advisors to help identify the most appropriate solutions for investment.
Before joining Morgan Stanley, Michael spent five formative years as a Senior Auditor for Deutsche Bank. He is a graduate of American International with BA in Economics and Finance, where he was also a member of the Hockey team for four years.
Michael lives in Guilford, Connecticut, with his wife of 24 years, Kersty, and their dogs, Jack and Toby. He is the proud dad to two daughters, Carlen and Laura, and son-in-law Henry and their two children, Noah and Magnolia. Michael has run Destiny Fishing for over 40 years, a small charter fishing business in Connecticut. He also enjoys playing golf.
Securities Agent: DC, CA, TX, ME, OH, MT, OK, NV, VA, OR, FL, DE, VT, NJ, ID, WA, MD, CT, AZ, IA, GA, WV, RI, NH, IL, CO, AL, SC, NY, MA, PA, NC, MI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 119144
NMLS#: 119144
Contact Wendy C. Wheeler, MBA
Contact Jeffrey P. Meotti
Contact Mark T. Meotti
Contact Sean C. Reilly
Contact Michael Deskin
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
Todd Vogel
Private Banker
Antonio Giuliani, CFP®
Financial Planning Director, Assistant Vice President
About Todd Vogel
Todd Vogel is a Private Banker serving Morgan Stanley Wealth Management offices in Massachusetts.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Todd began his career in financial services in 1997, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch.
Todd is a graduate of Bates College, where he received a Bachelor of Arts in Political Science, and Clark University, where he received his Master of Business Administration. He lives in Newton, MA with his family. Outside of the office, Todd enjoys coaching for the Newton Boys and Girls Soccer Clubs.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Todd began his career in financial services in 1997, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch.
Todd is a graduate of Bates College, where he received a Bachelor of Arts in Political Science, and Clark University, where he received his Master of Business Administration. He lives in Newton, MA with his family. Outside of the office, Todd enjoys coaching for the Newton Boys and Girls Soccer Clubs.
NMLS#: 1150893
About Antonio Giuliani
Antonio Giuliani is a Assistant Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Connecticut and Massachusetts. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Antonio Giuliani began his career in financial services in 2015 and joined Morgan Stanley in 2019 Prior to his current position, he began his career in the financial services industry with a local advisory firm while pursuing an undergraduate degree from the University of Connecticut. He soon developed a keen understanding for what client’s value most and decided to transition to a larger more established investment company as a Strategic Relationship Advisor.
Antonio graduated from the University of Connecticut and holds his CERTIFIED FINANCIAL PLANNER™ designation. Antonio lives in Berlin, CT with his dog and fiancé. Outside of work, Antonio volunteers at a Women’s shelter providing Financial Education and enjoys working out, cooking, and spending time with his family.
Antonio Giuliani began his career in financial services in 2015 and joined Morgan Stanley in 2019 Prior to his current position, he began his career in the financial services industry with a local advisory firm while pursuing an undergraduate degree from the University of Connecticut. He soon developed a keen understanding for what client’s value most and decided to transition to a larger more established investment company as a Strategic Relationship Advisor.
Antonio graduated from the University of Connecticut and holds his CERTIFIED FINANCIAL PLANNER™ designation. Antonio lives in Berlin, CT with his dog and fiancé. Outside of work, Antonio volunteers at a Women’s shelter providing Financial Education and enjoys working out, cooking, and spending time with his family.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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
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
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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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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Ready to start a conversation? Contact The Coastal 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.
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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley Smith Barney LLC 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
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Alternative 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.
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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley Smith Barney LLC 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
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Alternative 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.
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), 3582895 (6/2024)
