Phone:
(404) 365-3549(404) 365-3549
The CoreVest Group at Morgan Stanley
Direct:
(404) 365-2617(404) 365-2617
Our Mission Statement
Leveraging Morgan Stanley's global reach and award winning research for the client-centric purpose of helping grow, preserve, and transfer family wealth
HMG Story and Services
The CoreVest Group was formed on the principle that our clients merit a high level of personalized service. We believe this can be best accomplished by focusing on the unique needs and circumstances of a limited number of client families.
We function very similarly to that of a team of physicians practicing in a hospital. We work within the auspices of Morgan Stanley, though focusing on a core line of business - in our case money management, and wealth preservation and transfer strategies.
Our business is advisory and consultative, driven first and foremost by the needs of our clients. We focus on delivering unbiased and objective solutions, premier service and complete disclosure.
Ever changing rules and regulations and market fluctuations require a full-time approach to wealth management consulting. That's what we do. As a financial services client, you should demand nothing less.
We function very similarly to that of a team of physicians practicing in a hospital. We work within the auspices of Morgan Stanley, though focusing on a core line of business - in our case money management, and wealth preservation and transfer strategies.
Our business is advisory and consultative, driven first and foremost by the needs of our clients. We focus on delivering unbiased and objective solutions, premier service and complete disclosure.
Ever changing rules and regulations and market fluctuations require a full-time approach to wealth management consulting. That's what we do. As a financial services client, you should demand nothing less.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Way We Do Business
Our allegiance is to our clients. We deliver services through five professionals with a combined 160 years of experience in financial services. We believe that values define goals and that goals define financial and investment policy. We work together through the following steps:
Defining the main goals you have for your life or your plan... the purpose of your investments
Identify aspirations (a.k.a. ideal goals) to learn about not only what you need, but what you would like
Understanding your priorities allows us to focus on strategies that address the goals where you place the highest value
Apply a sophisticated "stress test" that simulates market environments, both good and bad
Combine the acceptable goals, the dreams you prioritize, and our analytics to design a customized recommendation of goals and investment strategy
Implement the recommended set of goals with the proper investment strategy
Review progress whenever you desire but no less than quarterly
Understanding your goals and priorities change over your lifetime or plan's lifetime, we respond to such changes at any time
Defining the main goals you have for your life or your plan... the purpose of your investments
Identify aspirations (a.k.a. ideal goals) to learn about not only what you need, but what you would like
Understanding your priorities allows us to focus on strategies that address the goals where you place the highest value
Apply a sophisticated "stress test" that simulates market environments, both good and bad
Combine the acceptable goals, the dreams you prioritize, and our analytics to design a customized recommendation of goals and investment strategy
Implement the recommended set of goals with the proper investment strategy
Review progress whenever you desire but no less than quarterly
Understanding your goals and priorities change over your lifetime or plan's lifetime, we respond to such changes at any time
Experience
E. Dunbar Harrison III
32 Years of industry experience
20 Years at Morgan Stanley Wealth Management
8 Years piloting the Bank of America Private Bank brokerage program
10 Years at C&S Bank in Atlanta in both management and broker/dealer roles
BBA from the University of Georgia's Terry College of Business
20 Years at Morgan Stanley Wealth Management
8 Years piloting the Bank of America Private Bank brokerage program
10 Years at C&S Bank in Atlanta in both management and broker/dealer roles
BBA from the University of Georgia's Terry College of Business
R. Maxwell McGrew
32 Years of industry experience
20 Years at Morgan Stanley Wealth Management
8 Years piloting the Bank of America Private Bank brokerage program
10 Years at NCBN in Charlotte in both management and institutional trading roles
Graduated Cum Laude from Washington & Lee University
20 Years at Morgan Stanley Wealth Management
8 Years piloting the Bank of America Private Bank brokerage program
10 Years at NCBN in Charlotte in both management and institutional trading roles
Graduated Cum Laude from Washington & Lee University
Duncan Walker
11 Years of industry experience
11 Years at Morgan Stanley Wealth Management
BBA from the University of Georgia's Terry College of Business
11 Years at Morgan Stanley Wealth Management
BBA from the University of Georgia's Terry College of Business
Judy Wimpey
40 Years of industry experience
25 Years at Morgan Stanley
25 Years at Morgan Stanley
Modern Wealth Tools
Morgan Stanley Online
MSO digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research.
Login to MSO
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Learn More
eDelivery
eDelivery provides clients with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
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Digital Vault
The Digital Vault is a document delivery, storage and
collaboration space for Morgan Stanley clients and
Financial Advisor teams.
Learn Morecollaboration space for Morgan Stanley clients and
Financial Advisor teams.
Aladdin
The Portfolio Risk Platform (PRP) is a state of the art wealth management platform providing real time analytics that enable financial advisors to identify and better understand risks in their clients’ portfolios.
Learn More
LifeView
LifeView is a suite of planning tools that includes goal-specific analysis that Financial Advisors can use with you to create a realistic, holistic strategy that integrates the various aspects of an individual’s financial life, including investments and cash management needs.
Client Profile DocumentFamily Office Resources
Morgan Stanley has a host of Family Office and Family Wealth Resources available to our clients. These resources help create comprehensive multi-generational strategies so clients can properly plan for the future.
Estate Planning
A fully integrated, holistic analysis of your balance sheet, estate plan, and investment strategy through a collaborative process, including your Morgan Stanley Wealth and Estate Planning Strategist and, at your request, your legal and tax advisors.
The Basics of Estate Planning
Cash Management and Lending
Comprehensive cash management and lending solutions available to compliment your investment strategy.
Cash Management and Lending Brochure
Family Governance and Wealth Education
Dedicated professionals who can help you address sensitive family issues, facilitate communication, manage conflict and achieve a shared sense of common direction in coordination with clients' outside advisors.
Family Governance and Wealth Intro
Philanthropy Management
Provide strategic advisory solutions that can help our clients achieve their philanthropic goals.
Philanthropy - Wealth Plan Integration
Lifestyle Advisory
Provide bespoke solutions and access to knowledgeable, highly personal third-party providers to help meet your exceptional needs from the everyday to the extraordinary.
Morgan Stanley Signature Access
Estate and Gift Taxes
Our team is here to help you navigate estate and gift taxes. Click on the link below to learn more about the federal and estate gift tax, exemptions, federal annual gift, and more.
Watch the VideoLocation
3280 Peachtree Rd NE
Ste 1900
Atlanta, GA 30305
US
Direct:
(404) 365-2617(404) 365-2617
Meet The CoreVest Group
Mac McGrew
Senior Vice President, Financial Advisor, Senior Portfolio Manager, Alternative Investments Director, Chartered Alternative Investment Analyst
Phone:
(404) 365-2618(404) 365-2618
E Dunbar Harrison III
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(404) 365-2617(404) 365-2617
Duncan Walker, CFP®
Associate Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist, Senior Portfolio Manager
Phone:
(404) 365-3569(404) 365-3569
Foster Harrison
Financial Advisor
Phone:
(404) 266-6968(404) 266-6968
Judy Wimpey
Portfolio Associate
Phone:
(404) 365-3529(404) 365-3529
About Victor Ferrugia
Securities Agent: HI, AL, VA, NC, MN, MI, KS, DC, CT, AR, IA, OR, NY, FL, SC, CA, IN, GA, CO, MS, AZ, MT, MO, IL, TX, NV, NJ, DE, OK, SD, PA, WI, TN, OH, NM, MA, LA, ME, MD; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2531772
NMLS#: 2531772
About Mac McGrew
Mac graduated from The Westminster Schools in 1983 and from Washington & Lee University, Cum Laude, in 1987. He began his career with NCNB in Charlotte in the Capital Markets/Institutional Trading Group. Mac brought fixed income solutions to various institutional accounts until he became the manager of the bank’s Southeastern institutional sales group. Mac joined Dunbar in late 1997 in the Bank of America Private Bank – Banc of America Investments pilot designed to bring high quality, sophisticated investment solutions to affluent individuals, companies, trusts, and foundations. In December 2005, Mac and Dunbar moved their entire practice to Morgan Stanley.
Securities Agent: VA, CA, LA, IN, GA, DC, SC, MI, MA, KS, NC, MD, WI, TN, CO, NV, MT, IL, MN, AZ, OH, AR, OR, NM, MS, MO, PA, OK, SD, TX, NY, NJ, ME, IA, HI, DE, CT, AL, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268246
NMLS#: 1268246
About E Dunbar Harrison III
Dunbar grew up in Athens, Georgia and, due to his love of all-things-Georgia-Bulldogs, including spending his formative years selling programs on game day near Sanford Stadium just to get a free ticket into the game, stuck around town upon high school graduation to attend The University of Georgia. His career started at the C&S Bank in Atlanta in the Management Training Program and seven years later, under the Bank of America banner, he and partner, Mac McGrew, piloted a national Private Bank Brokerage Program. In 2005 Dunbar and Mac moved their entire business practice to the Atlanta office of Morgan Stanley.
In addition to his passion for designing critical financial strategies with his clients and team, Dunbar can be found gardening or spending time at the beach, (or any body of water!) with his wife, Kim, and enjoying the company of his two grown sons, Dunbar IV and Foster. He has also been known to play a little golf, construct and paint elaborate rock figurines, land flips behind the boat on the wakeboard, or to just kick back on the couch with the family dogs and cat.
In addition to his passion for designing critical financial strategies with his clients and team, Dunbar can be found gardening or spending time at the beach, (or any body of water!) with his wife, Kim, and enjoying the company of his two grown sons, Dunbar IV and Foster. He has also been known to play a little golf, construct and paint elaborate rock figurines, land flips behind the boat on the wakeboard, or to just kick back on the couch with the family dogs and cat.
Securities Agent: CA, AL, MA, IA, AZ, VA, SC, MS, ME, DE, NV, OR, NJ, NC, MN, CT, TX, WI, MO, NY, MT, MI, LA, IN, FL, DC, CO, SD, OK, PA, TN, OH, MD, IL, HI, AR, NM, KS, GA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255725
NMLS#: 1255725
About Duncan Walker
Duncan Walker grew up just south of Atlanta in Macon, Georgia where he graduated from Stratford Academy with honors in 2008. His early love for Georgia football and all things Athens drove him to the University of Georgia that fall where he pursued a degree in Finance. Between class and football games, Duncan interned for both Morgan Stanley and Morgan Keegan during his college summers. After graduating in 2012 with a BA from the Terry College of Business, he joined Morgan Stanley full time as an Associate in the Financial Advisor Associate Program. While beginning his career and growing his business, Duncan takes time coaching Little League baseball at Buckhead Baseball and playing as much golf as possible. In 2015, Duncan formally joined The Harrison McGrew Group as the Team Analyst and Financial Planning Specialist.
Securities Agent: WI, FL, OR, LA, NJ, MT, CT, NV, IN, TX, KS, DC, CA, AZ, TN, MA, CO, AL, PA, OH, IA, GA, AR, VA, MO, ME, DE, SC, NY, NM, HI, NC, MS, MN, MI, MD, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1566233
NMLS#: 1566233
About Foster Harrison
Foster grew up just north of Atlanta, GA, and graduated from Johns Creek High School in 2015 prior to attending The University of South Carolina. Upon receiving his bachelor’s degree in 2019, he moved to Charleston, SC, where he began his career in wealth management on the trading and operations floor of a Registered Investment Advisor. After a year on the ground level learning the ropes of the business, Foster was recruited by one of the firm’s premier teams to serve as the Director of Client Relations and Wealth Management Advisor. Equipped with a strong foundation in financial services and a desire to be closer to home, Foster moved back to Atlanta in 2024 to join the CoreVest Group at Morgan Stanley.
On the team, Foster specializes in the configuration and implementation of sophisticated wealth management strategies for his high-net-worth clients. A CERTIFIED FINANCIAL PLANNER™, he employs a comprehensive, goals-based approach in pursuit of his clients’ financial goals and objectives.
When he’s not in the office, Foster can be found on the golf course, in or on the water, or spending time with friends and his Boykin Spaniel, Birdie.
On the team, Foster specializes in the configuration and implementation of sophisticated wealth management strategies for his high-net-worth clients. A CERTIFIED FINANCIAL PLANNER™, he employs a comprehensive, goals-based approach in pursuit of his clients’ financial goals and objectives.
When he’s not in the office, Foster can be found on the golf course, in or on the water, or spending time with friends and his Boykin Spaniel, Birdie.
Securities Agent: TX, MD, WV, AK, VA, ND, MN, MA, KS, AR, TN, OH, NM, NE, NC, IA, HI, FL, CO, WA, PR, OR, MS, ME, KY, IL, DE, AL, UT, NJ, CT, CA, WY, VI, RI, OK, MT, MI, IN, SC, NH, PA, NY, GA, AZ, VT, SD, ID, DC, WI, NV, MO, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 2677280
NMLS#: 2677280
About Judy Wimpey
Judy, having grown up in North Carolina and attending Western Carolina University, began her career in the financial industry in 1985 with Merrill Lynch. In 2000, she made the move to Morgan Stanley where she now currently serves as our Portfolio Associate. Licensed in Series, 7, 63 and 31, she is responsible for the daily operations of the office, including account opening and maintenance. She is a proud Mom to two furry boys.
Contact Victor Ferrugia
Contact Mac McGrew
Contact E Dunbar Harrison III
Contact Duncan Walker
Contact Foster Harrison
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
Brian Ford
Private Banker
About Brian Ford
Brian Ford is a Private Banker serving Morgan Stanley Wealth Management offices in Georgia.
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.
Brian Ford began his career in financial services in 2006, and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, he served as a Regional Private Banker at Wells Fargo, as well as a Financial Advisor at Ameriprise Financial.
Brian is a graduate of the Georgia Institute of Technology, where he received a Bachelor of Science in Management. He and his family reside in Cumming, Georgia. Outside of the office, Brian dedicates his time to developing future leaders in youth athletics, serving as a Coach on his children’s baseball teams. When not on the field, he also enjoys running, traveling, watching sports, and spending time with his family.
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.
Brian Ford began his career in financial services in 2006, and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, he served as a Regional Private Banker at Wells Fargo, as well as a Financial Advisor at Ameriprise Financial.
Brian is a graduate of the Georgia Institute of Technology, where he received a Bachelor of Science in Management. He and his family reside in Cumming, Georgia. Outside of the office, Brian dedicates his time to developing future leaders in youth athletics, serving as a Coach on his children’s baseball teams. When not on the field, he also enjoys running, traveling, watching sports, and spending time with his family.
NMLS#: 687710
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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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
The Robots are Coming
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact The CoreVest 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.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan 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.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan 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.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
