William Coffey
Senior Vice President, Financial Advisor
Phone:
(512) 469-3409(512) 469-3409
The Coffey-Marino-Walker Group at Morgan Stanley
Direct:
(512) 469-3454(512) 469-3454
Our Mission Statement
We aim to empower clients to view wealth not as a finish line, but as a means to live fully, give generously, and lead with informed purpose.
Welcome
The Coffey-Marino Group is dedicated to high net worth individuals, their families and foundations. By providing advice founded on a culture of excellence and driven by global insight, our team is devoted to helping our clients grow and preserve their financial, family and social capital.
Client Principles
- Confidence in a business that has navigated over 75 combined years of market cycles
- Access to Morgan Stanley’s brightest people and best resources
- An exclusive focus on wealthy individuals, families and foundations
- Objective solutions for your family’s needs that reflect our insight into the complex financial world
- The high levels of personal service by serving a limited number of clients per advisor
Services Include
- 401(k) Rollovers
- Alternative InvestmentsFootnote1
- Asset Management
- Business PlanningFootnote2
- Business Succession PlanningFootnote3
- Estate Planning StrategiesFootnote4
- Exchange Traded FundsFootnote5
- Executive Financial ServicesFootnote6
- Financial PlanningFootnote7
- Lending Products
- Long Term Care InsuranceFootnote8
- Professional Portfolio ManagementFootnote9
- Sustainable InvestingFootnote10
- Structured ProductsFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Clients
The Coffey-Marino Group is committed to serving clients in the following ways:
WEALTH ISN’T THE FINISH LINE—IT’S A MEANS TO LIVE, GIVE, AND LEAD WITH INTENTION.
We believe wealth should serve a purpose beyond accumulation. It’s not a finish line or a trophy—but a means to live meaningfully, give generously, and lead with clarity and intention. Too often, financial success is framed as a competition, measured against arbitrary benchmarks or peer comparisons. But the most fulfilled clients are those who use wealth as a tool to align their lives with what matters most.
As advisors, we begin by understanding what wealth truly means to each client—not just in numbers, but in purpose. By listening closely and asking the right questions, we gain insight into the values and goals that guide their decisions. From there, we design thoughtful strategies to help protect and grow their resources in ways that support their lives and legacies.
Trust and communication are the foundation of every relationship we build. Our goal is not just to manage assets, but to be meaningful partners in our clients’ lives—offering clarity in complexity, and peace of mind through change. We consider it a privilege to walk alongside our clients, not an entitlement.
We define success by the strength of our relationships and the confidence our clients feel—not by the size of a portfolio, but by the life it empowers.
As advisors, we begin by understanding what wealth truly means to each client—not just in numbers, but in purpose. By listening closely and asking the right questions, we gain insight into the values and goals that guide their decisions. From there, we design thoughtful strategies to help protect and grow their resources in ways that support their lives and legacies.
Trust and communication are the foundation of every relationship we build. Our goal is not just to manage assets, but to be meaningful partners in our clients’ lives—offering clarity in complexity, and peace of mind through change. We consider it a privilege to walk alongside our clients, not an entitlement.
We define success by the strength of our relationships and the confidence our clients feel—not by the size of a portfolio, but by the life it empowers.
Our Team Focuses on Four Key Areas:
- Purposeful Investment Management
- Tax-Efficient Cash Flow Planning
- Risk & Liability Management
- Multi-Generational Legacy Planning
Location
8701 Bee Caves Rd
Ste 300
Austin, TX 78746
US
Direct:
(512) 469-3454(512) 469-3454
Meet The Coffey-Marino-Walker Group
Landon Marino
Senior Vice President, Financial Advisor
Phone:
(512) 469-3410(512) 469-3410
Senior Vice President, Financial Advisor, Alternative Investments Director, Lending Specialist
Phone:
(512) 469-3454(512) 469-3454
Carlos Sanchez
Portfolio Associate
Phone:
(512) 370-0425(512) 370-0425
Jean Clynes
Client Service Associate
Phone:
(512) 469-3481(512) 469-3481
About William Coffey
Mr. Coffey, one of The Coffey-Marino Group founders, helps institutional and individual investors construct and manage their liquid asset portfolios while incorporating an acceptable range of risk.
His skills in problem solving and analytical thinking help provide client solutions and drive his investment thesis. While he continues to oversee the team's investments, he has expanded the application of his skill set by designing and servicing investment solutions for institutions, complex individuals and family offices based on their unique situations and needs.
Mr. Coffey joined Morgan Stanley in 2009 after eight years with UBS. Prior to joining UBS, Bill worked 10 years for Merrill Lynch. He was previously an Investment Banker with R.G. Dickenson where he specialized in underwriting warrants and Initial Public Offerings for Austin-based start ups. He attended Texas State University where he earned a degree in Finance. Mr. Coffey has been in the Financial Services Industry for over 25 years and proactively provides personalized, consultative services to his clients.
His skills in problem solving and analytical thinking help provide client solutions and drive his investment thesis. While he continues to oversee the team's investments, he has expanded the application of his skill set by designing and servicing investment solutions for institutions, complex individuals and family offices based on their unique situations and needs.
Mr. Coffey joined Morgan Stanley in 2009 after eight years with UBS. Prior to joining UBS, Bill worked 10 years for Merrill Lynch. He was previously an Investment Banker with R.G. Dickenson where he specialized in underwriting warrants and Initial Public Offerings for Austin-based start ups. He attended Texas State University where he earned a degree in Finance. Mr. Coffey has been in the Financial Services Industry for over 25 years and proactively provides personalized, consultative services to his clients.
Securities Agent: LA, WA, PA, MD, GA, TN, MT, MO, CO, AZ, AL, CT, TX, SC, OK, NV, FL, WI, MI, VA, NC, KS, IN, IL, CA, NY, OR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1408701
NMLS#: 1408701
About Landon Marino
Mr. Marino, one of The Coffey-Marino Group founders, is an Executive Financial Services Director at Morgan Stanley with over two decades of experience within the financial services industry. He provides investment consulting services to High Net Worth individuals, family offices, foundations, endowments and institutions. Mr. Marino plays an active role in helping clients develop a customized strategy to actively manage their assets in service of their goals.
Mr. Marino joined Morgan Stanley in 2009 after eight years with UBS. Prior to joining UBS, he worked three years for Merrill Lynch.
Mr. Marino is deeply involved with his family; his wife and two daughters; and in his community. He actively supports Emmaus Church where he serves as Vice Chair on the Pastoral Council, Continuation Committee, Golf Committee and CRHP in Lakeway, Texas. He holds a BA in Finance from Texas State University and was also appointed to attend a National Leadership School at Northwestern University in Evanston, Illinois.
Mr. Marino joined Morgan Stanley in 2009 after eight years with UBS. Prior to joining UBS, he worked three years for Merrill Lynch.
Mr. Marino is deeply involved with his family; his wife and two daughters; and in his community. He actively supports Emmaus Church where he serves as Vice Chair on the Pastoral Council, Continuation Committee, Golf Committee and CRHP in Lakeway, Texas. He holds a BA in Finance from Texas State University and was also appointed to attend a National Leadership School at Northwestern University in Evanston, Illinois.
Securities Agent: WA, CO, MT, MN, VT, TN, PR, OR, ME, PA, NC, KS, IN, CT, AZ, AL, SC, FL, NV, MO, GA, CA, TX, MD, WI, VA, NY, MI, IL, UT, OK, MA, KY, LA, IA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1293981
NMLS#: 1293981
About Shawn Lewis Walker
Born and raised in East Texas, and proud to call Austin home for the past 25 years, I’ve spent my career helping families navigate their financial lives with clarity and intention. I began in this profession over 25 years ago with PaineWebber and have been with Morgan Stanley since 2009, working to align wealth with purpose.
The foundation of my life is my faith in God and my love for family. I’m incredibly grateful for my wife, Jocelyn, and our daughter, Chloe—she brings perspective and joy to us every day. As a family, we love hiking in the mountains and exploring new destinations and their local cuisines.
I believe wealth is not something to be showcased, but something to be stewarded. It’s not the destination—it’s a means to support what matters most: family, community, and lasting impact. That belief shapes the way I approach my work with clients.
Over the years, I’ve had the privilege of advising technology executives, business owners, retirees, and highly accomplished investors. Each brings unique goals and stories, but all share a common thread—the desire to turn success into significance. Helping them do that is not just my profession, it’s my passion.
Outside of the office, I enjoy music, time outdoors, and following the global game of soccer—especially the English Premier League and the U.S. national teams. But above all, it’s my faith and family that center me. They are my compass and my calling, both in life and in work.
The foundation of my life is my faith in God and my love for family. I’m incredibly grateful for my wife, Jocelyn, and our daughter, Chloe—she brings perspective and joy to us every day. As a family, we love hiking in the mountains and exploring new destinations and their local cuisines.
I believe wealth is not something to be showcased, but something to be stewarded. It’s not the destination—it’s a means to support what matters most: family, community, and lasting impact. That belief shapes the way I approach my work with clients.
Over the years, I’ve had the privilege of advising technology executives, business owners, retirees, and highly accomplished investors. Each brings unique goals and stories, but all share a common thread—the desire to turn success into significance. Helping them do that is not just my profession, it’s my passion.
Outside of the office, I enjoy music, time outdoors, and following the global game of soccer—especially the English Premier League and the U.S. national teams. But above all, it’s my faith and family that center me. They are my compass and my calling, both in life and in work.
Securities Agent: OK, MO, NJ, MA, WI, TN, SC, GA, FL, MT, PA, NY, IL, AZ, WA, UT, LA, OH, NH, ND, MD, VA, OR, NV, NC, CT, CO, CA, NM, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261888
NMLS#: 1261888
About Carlos Sanchez
Carlos Sanchez Jr. is responsible for responding to client inquires, opening new client accounts, executing trades and investment transactions. He has 24 years of industry experience, 3 of which at Invesco where he began his career and 21 at Morgan Stanley. Carlos has a Bachelor’s degree from The University of Texas at Austin and obtained both his Series 7 and 66 licenses.
About Jean Clynes
Jean joined Morgan Stanley in 2024, bringing a wealth of experience and a client-centric approach to financial planning. Her journey in financial services began in 2018, following a successful career in retail management where her main goal was to build relationships and simplify technology to enrich client’s lives. Jean is dedicated to personalized care, offering clear and simplified advice to help clients and their families achieve their goals. She focuses on building long-term relationships with clients at all stages of their financial path, helping them plan for their future and create a meaningful legacy.
Born in Mexico and raised in Brownsville, Texas, Jean is proud of her Latina heritage and passionate about making financial literacy accessible to everyone. She’s actively involved in her local community, including the firm’s employee network groups such as Women in Wealth employee network, Latino employee network, LGBTQ+ employee network, etc. Her efforts in driving diversity and inclusion for all have been recognized and celebrated throughout her career.
Jean attended the University of the Incarnate Word (UIW) in San Antonio and continues to give back through nonprofit work in her local community. She lives in Austin, Texas, with her wife, Teenah, and their two dogs, Zoey and Odie. Outside of work, Jean enjoys spending time with her family, traveling, discovering new foods, attending local music festivals, and watching sports.
Born in Mexico and raised in Brownsville, Texas, Jean is proud of her Latina heritage and passionate about making financial literacy accessible to everyone. She’s actively involved in her local community, including the firm’s employee network groups such as Women in Wealth employee network, Latino employee network, LGBTQ+ employee network, etc. Her efforts in driving diversity and inclusion for all have been recognized and celebrated throughout her career.
Jean attended the University of the Incarnate Word (UIW) in San Antonio and continues to give back through nonprofit work in her local community. She lives in Austin, Texas, with her wife, Teenah, and their two dogs, Zoey and Odie. Outside of work, Jean enjoys spending time with her family, traveling, discovering new foods, attending local music festivals, and watching sports.
Contact William Coffey
Contact Landon Marino
Contact Shawn Lewis Walker
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
Will Curran
Private Banker
About Will Curran
Will Curran is a Private Banker serving Morgan Stanley Wealth Management offices in Texas.
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.
Will began his career in financial services in 1987 and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Market Manager at Presidio Bank. He also served as a Commercial Banking Director at Citibank.
Will is a graduate of the University of California, where he received a Bachelor of Arts in Psychology. He lives in New Braunfels, Texas with his family. Outside of the office, Will enjoys playing and making guitars, as well as cycling.
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.
Will began his career in financial services in 1987 and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Market Manager at Presidio Bank. He also served as a Commercial Banking Director at Citibank.
Will is a graduate of the University of California, where he received a Bachelor of Arts in Psychology. He lives in New Braunfels, Texas with his family. Outside of the office, Will enjoys playing and making guitars, as well as cycling.
NMLS#: 797351
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Financial Wellness
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 Coffey-Marino-Walker Group today.
1Alternative 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.
2Morgan 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.
3Morgan 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.
4Morgan 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.
5An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
6Morgan 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.
7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan 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.
10Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
11Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
2Morgan 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.
3Morgan 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.
4Morgan 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.
5An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
6Morgan 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.
7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan 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.
10Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
11Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
