Devin Condron
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(617) 757-8805(617) 757-8805
Morgan Stanley Private Wealth Management
The Condron Team
Our Mission Statement
We strive to simplify financial matters for our clients, so they are free to focus on the people, projects and causes that add meaning to their lives.
The Condron Team
Welcome to The Condron Team at Morgan Stanley.
We are a Private Wealth Management team based in Boston with over 20 years of experience that focuses on helping affluent individuals and families handle the complex demands of managing their wealth. Acting as a de facto family office, we provide access to the full range of experience and resources required to address multifaceted financial and interpersonal challenges. This includes asset allocation, portfolio construction, financial, tax, estate and legacy planning strategies and more. With access to the full global resources of Morgan Stanley, we provide in-depth research and access to leading money managers, both proprietary and third-party. With the tools of Morgan Stanley coupled with well over two decades of experience working with ultra-high-net-worth families, our team understands how to help promote the positive transmission of values and wealth between generations. This multigenerational approach is a core part of our offering in order to prepare the younger generations to continue their families legacies.
Our Team completely dedicates ourselves to meeting our clients’ needs to ensure that they can focus on the things that matter most to them. We take a long-term, conservative approach to preserve assets, utilizing broad diversification to combat extreme market volatility. We strive to simplify financial matters for our clients, so that they are free to focus on the people, projects, and causes that add meaning to their lives. We look forward to the opportunity to learn about your needs and helping you make informed decisions for your accumulated wealth.
We are a Private Wealth Management team based in Boston with over 20 years of experience that focuses on helping affluent individuals and families handle the complex demands of managing their wealth. Acting as a de facto family office, we provide access to the full range of experience and resources required to address multifaceted financial and interpersonal challenges. This includes asset allocation, portfolio construction, financial, tax, estate and legacy planning strategies and more. With access to the full global resources of Morgan Stanley, we provide in-depth research and access to leading money managers, both proprietary and third-party. With the tools of Morgan Stanley coupled with well over two decades of experience working with ultra-high-net-worth families, our team understands how to help promote the positive transmission of values and wealth between generations. This multigenerational approach is a core part of our offering in order to prepare the younger generations to continue their families legacies.
Our Team completely dedicates ourselves to meeting our clients’ needs to ensure that they can focus on the things that matter most to them. We take a long-term, conservative approach to preserve assets, utilizing broad diversification to combat extreme market volatility. We strive to simplify financial matters for our clients, so that they are free to focus on the people, projects, and causes that add meaning to their lives. We look forward to the opportunity to learn about your needs and helping you make informed decisions for your accumulated wealth.
Capabilities
- Family Governance & Wealth Education
- Comprehensive Wealth Planning
- Investment Management
- Proprietary Investment Opportunities
- Risk Management
- Philanthropy Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Clients & Recognition
We serve a select group of highly accomplished corporate leaders and entrepreneurs, as well as their families and foundations. As of today, we manage over $1.6 billion for approximately 48 families. All of our clients have investable assets of at least $10 million. They tend to be passionate about their work, involved in their communities, and demanding of their key advisors. Our goal is to meet and exceed their standards by helping them devise strategies to preserve what they have earned and pursue whatever goals they choose.
Devin's dedication to his clients has been recognized by his peers across the financial services industry including:
Forbes Top 250 Advisors in 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023
Barron's Top 1200 Financial Advisors 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023
Barron's Top 100 Advisors in Massachusetts in 2016, 2017, 2018, 2019, 2020, 2021, and 2022
Top 40 Advisors Under 40 by Wall Street On Demand in 2008, 2009, 2011, 2012, 2013
Forbes America's Top Private Wealth Management Team in 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023
Forbes Best-In-state Wealth Management Team 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024
Devin's dedication to his clients has been recognized by his peers across the financial services industry including:
Forbes Top 250 Advisors in 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023
Barron's Top 1200 Financial Advisors 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023
Barron's Top 100 Advisors in Massachusetts in 2016, 2017, 2018, 2019, 2020, 2021, and 2022
Top 40 Advisors Under 40 by Wall Street On Demand in 2008, 2009, 2011, 2012, 2013
Forbes America's Top Private Wealth Management Team in 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023
Forbes Best-In-state Wealth Management Team 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024
2016-2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2016-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2016-2023 Forbes America's Top Wealth Management Teams
Source: Forbes.com (Awarded 2016-2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year the award was issued.
2016-2023 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded INSERT YEARS AWARD WAS GIVEN). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2010-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2016 - 2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016 - 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Source: Forbes.com (Awarded 2016-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2016-2023 Forbes America's Top Wealth Management Teams
Source: Forbes.com (Awarded 2016-2023). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year the award was issued.
2016-2023 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded INSERT YEARS AWARD WAS GIVEN). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
2010-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2016 - 2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016 - 2023). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Family Office
Addressing the full spectrum of your complex, multigenerational, wealth management. As your family grows and your wealth increases, you may face more subtle and profound wealth management issues.
Redefining Family Office
Your family is unlike any other we have ever served. You may, however, share many of the same questions, challenges and opportunities. We look forward to learning more about you and your family, and discussing how we can help you safeguard what you have earned and pursue your most important life goals. We deliver an exceptionally attentive level of service and dedicate ourselves to finding solutions to the challenges our clients face, even those challenges that fall well outside the traditional role of wealth managers.
Read More
Family Governance and Education
Too often, members of rising generations spend decades in silence. Having a mechanism in place such as a family mission statement, a family constitution or an investment policy statement can offer critical parameters and guidelines to make decisions as a collective. We work with you to find your way to becoming your own generation, with your own voice.
Read More
Trust and Estate Planning and Business Succession
The key to determining which trust, tax and estate strategies to execute is to understand the interplay of personal and exogenous factors. Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents.
Read More
Lifestyle Services
The enjoyment of wealth means the most powerful benefits of a family office is the potential to help family members simplify their personal lives. We provide bespoke solutions and access to knowledgeable, highly personal specialists to help meet
your exceptional needs, from the everyday to the extraordinary, such as: travel and concierge services, health and security advisory, tangible asset management, personal enrichment, and financial administration.
Read Moreyour exceptional needs, from the everyday to the extraordinary, such as: travel and concierge services, health and security advisory, tangible asset management, personal enrichment, and financial administration.
Philanthropic Advisory
Believing that philanthropy must be more than checkbook writing, involved and engaged donors want to feel a connection and offer advice and input above and beyond money. Perhaps you want to use philanthropy to instill values in your children, or you want to apply your business acumen to philanthropy. Maybe it is the grassroots-type of organizations that inspire you. Holding philanthropic conversations with our team and your family to discuss values, motivations, visions and to develop a mission statement is an effective step to achieving long term philanthropic engagement. Deciding on what level of visibility you want, what type of program to support and how long you envision your involvement to last, are your matters that matter to us.
Read More
Art Advisory
Whether you have inherited a valuable collection or built one of your own, the stewardship of fine art and collectibles presents an extensive range of formidable challenges. These unregulated markets can be confusing, fragmented and inefficient. With experienced art advisors at your side, you have the guidance you need to avoid pitfalls and the expertise to manage your collection as the significant asset it is.
Read MoreLocation
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 757-8805(617) 757-8805
Meet The Condron Team
Matthew Thornhill
Senior Vice President, Portfolio Management Associate Director
Phone:
(617) 757-8806(617) 757-8806
Patrick McQuade
Private Wealth Advisor
Phone:
(617) 757-8822(617) 757-8822
Alyssa Bunim
PWM Registered Client Service Associate
Phone:
(617) 757-8808(617) 757-8808
Junyi Wang
PWM Client Service Associate
Phone:
(617) 757-8812(617) 757-8812
Hannah Touchette
PWM Registered Client Service Associate
Phone:
(617) 757-8811(617) 757-8811
About Devin Condron
Drawing on over 25 years of experience in financial planning and asset management, Devin Condron helps ultra-affluent families and individuals address their most complex financial challenges. He and his team work to streamline the delivery of wealth management services, and are particularly adept in investment management, estate planning strategies, corporate executive services, and family office services. They currently help approximately 85 families manage over $5 billion (as of December 31st, 2022).
Devin returned to Morgan Stanley Private Wealth Management in Boston in 2012, where he began his career in the late 1990’s. He had spent the previous seven years at Merrill Lynch Private Banking and Investment Group. Devin has received a number of national accolades as a Private Wealth Advisor. Barron’s magazine recognized him as one of the Top 1200 Financial Advisors in 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022; he was named one of the Top 40 Advisors Under 40 by Wall Street On Demand in 2008, 2009, 2011 and 2012; and he was recognized as one of the Top 200 Financial Advisors in the Inaugural list by Forbes Magazine in 2016, as well as receiving recognition as one of the Top 250 Financial Advisors by Forbes in 2017, 2018, 2019, 2020, 2021 and 2022.
Devin received a Bachelor of Administration from the Carroll School of Management at Boston College. He serves on the board of trustees for the Fessenden School in Newton, Mass. Devin and his family live in Wellesley, Massachusetts.
Devin returned to Morgan Stanley Private Wealth Management in Boston in 2012, where he began his career in the late 1990’s. He had spent the previous seven years at Merrill Lynch Private Banking and Investment Group. Devin has received a number of national accolades as a Private Wealth Advisor. Barron’s magazine recognized him as one of the Top 1200 Financial Advisors in 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022; he was named one of the Top 40 Advisors Under 40 by Wall Street On Demand in 2008, 2009, 2011 and 2012; and he was recognized as one of the Top 200 Financial Advisors in the Inaugural list by Forbes Magazine in 2016, as well as receiving recognition as one of the Top 250 Financial Advisors by Forbes in 2017, 2018, 2019, 2020, 2021 and 2022.
Devin received a Bachelor of Administration from the Carroll School of Management at Boston College. He serves on the board of trustees for the Fessenden School in Newton, Mass. Devin and his family live in Wellesley, Massachusetts.
Securities Agent: MI, CT, WV, VT, CA, WA, NJ, DE, TX, SD, RI, OK, MT, MD, HI, SC, OR, NH, NC, CO, VA, ME, IA, FL, AZ, TN, PA, MN, MA, LA, WY, OH, GA, DC, KY, NY, IL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 47130
NMLS#: 47130
About Matthew Thornhill
Matthew Thornhill draws on nine years of experience in portfolio management, trading and financial analysis to help the group's clients create and implement customized investment strategies. He supplies information and analysis on a wide range of investment issues, helping clients make decisions on everything from asset allocation to manager selection to risk management strategies.
A graduate of Franklin & Marshall College with a Bachelor of Arts in finance & accounting, Matthew worked as an analyst with Fidelity Investments and a financial advisor at Merrill Lynch Private Banking and Investment Group. In 2012, he moved with the rest of the Condron Group to Morgan Stanley Private Wealth Management. Matthew lives in Boston's Back Bay.
A graduate of Franklin & Marshall College with a Bachelor of Arts in finance & accounting, Matthew worked as an analyst with Fidelity Investments and a financial advisor at Merrill Lynch Private Banking and Investment Group. In 2012, he moved with the rest of the Condron Group to Morgan Stanley Private Wealth Management. Matthew lives in Boston's Back Bay.
About Patrick McQuade
Patrick joined the Condron Team in 2019 to focus on new business development. He spent 5 years as a Certified Public Accountant and management consultant at PricewaterhouseCoopers. Patrick then went on to pursue academic ambitions at Columbia University’s School of International and Public Affairs, where he earned a Master’s in Public Administration. Patrick’s coupling of his technical expertise as a CPA (non-practicing) and his academic focus on geopolitical issues, has been beneficial as extraneous events have begun playing a larger role in investment valuation.
Patrick earned his Master of Science degree in Accounting and Bachelor of Science degree in Management from Boston College. He serves as the President of the Board of Trustees at Providence Country Day School, a member of the Advisory Board of Spaulding Hospital’s Professional Council, and a Young Leader of the American Ireland Fund. Patrick lives in Boston’s Seaport area.
Patrick earned his Master of Science degree in Accounting and Bachelor of Science degree in Management from Boston College. He serves as the President of the Board of Trustees at Providence Country Day School, a member of the Advisory Board of Spaulding Hospital’s Professional Council, and a Young Leader of the American Ireland Fund. Patrick lives in Boston’s Seaport area.
Securities Agent: CT, NY, DC, DE, MD, MA, CA, RI, NJ, AZ, FL; General Securities Representative; Investment Advisor Representative
About Alyssa Bunim
Prior to joining the Condron Team at Morgan Stanley, Alyssa worked at Fidelity Investments where she learned the fundamentals of wealth management and client services, assisting her advisors with financial planning, book management, and tailored client service needs. To her, delivering the best client experience is paramount. Alyssa enjoys building relationships with clients and their families, working with them to enhance their lifestyles, preserve their wealth and create enduring legacies.
A graduate of the class of 2018 from Boston College, Alyssa earned a B.A. in Economics and International Political Economy. At Boston College, Alyssa was a member of the Boston College Club Equestrian team and numerous academic clubs. She maintains the Series 7, 63 and 65 securities licenses and holds an insurance agent license in the state of Massachusetts. Alyssa currently lives in Boston, Massachusetts.
A graduate of the class of 2018 from Boston College, Alyssa earned a B.A. in Economics and International Political Economy. At Boston College, Alyssa was a member of the Boston College Club Equestrian team and numerous academic clubs. She maintains the Series 7, 63 and 65 securities licenses and holds an insurance agent license in the state of Massachusetts. Alyssa currently lives in Boston, Massachusetts.
About Junyi Wang
Prior to joining the Condron Team at Morgan Stanley, Junyi worked for the Comcast Corporation as a residential sales consultant where she developed a vigorous track record of providing excellent client service support and proactively resolving client issues. Junyi’s core belief is that cultivating strong relationships with clients and exhibiting attention to detail in everything she does is integral to success. Junyi is committed to supporting the Condron Team in delivering a first class customer service experience to our clients.
A graduate of the class of 2016 from Suffolk University, Junyi earned a B.A. in Public Relations, and has worked extensively in the sales and customer service industry since 2017. Originally from Nantucket Island, Junyi enjoys going to the beach, nature photography and discovering new restaurants. Junyi currently resides in Boston’s Fenway area.
A graduate of the class of 2016 from Suffolk University, Junyi earned a B.A. in Public Relations, and has worked extensively in the sales and customer service industry since 2017. Originally from Nantucket Island, Junyi enjoys going to the beach, nature photography and discovering new restaurants. Junyi currently resides in Boston’s Fenway area.
About Hannah Touchette
Prior to joining the Condron Team at Morgan Stanley, Hannah worked for Charles Schwab as an investor professional where she developed her skills in client service and knowledge of financial processes. Hannah is dedicated to delivering exceptional client service. She is deeply motivated by the relationships she builds with clients, believing that a trust-based connection is the foundation of effective wealth management.
A graduate of the class of 2023 from University of Missouri, Hannah earned a B.S. in Business Administration Finance, as well as a B.A. in International Studies. She maintains the series 7 and 66 securities licenses. Originally from St. Louis, Hannah enjoys watching sports events, reading new books and travelling. Hannah currently resides in Boston, Massachusetts.
A graduate of the class of 2023 from University of Missouri, Hannah earned a B.S. in Business Administration Finance, as well as a B.A. in International Studies. She maintains the series 7 and 66 securities licenses. Originally from St. Louis, Hannah enjoys watching sports events, reading new books and travelling. Hannah currently resides in Boston, Massachusetts.
Contact Devin Condron
Wealth Management
Global Investment Office
Portfolio Insights
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures
CRC 6295606 (3/2024)
