Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director, Alternative Investments Director, Senior Portfolio Manager, Lending Specialist
Phone:
(303) 595-2040(303) 595-2040
Industry Award WinnerOur Mission Statement
We provide exclusive and highly personalized financial services to a select group of clients, delivering a premium level of service built on trust, experience, and tailored guidance.
Welcome
As an accomplished individual, you and your family may face complex, multigenerational wealth management issues. At The Denver Larimer Group we provide the experienced perspective and suite of services needed to help you address those challenges and pursue what is most important to you.
With over 50 years of combined experience, we are proud to serve a select clientele of high achieving executives and entrepreneurs, their families, family offices and foundations. We take a holistic approach, delivering an exceptional level of service designed around your busy lifestyle and workload. We handle all the legwork, then present you with a concise set of recommendations, helping simplify your life ensuring that your financial choices are aligned with the overarching goals of your comprehensive wealth management plan.
Our team provides discipline and flexible investment strategies, including access to experienced investment professionals in the public and private markets. We also provide access to Morgan Stanley’s private banking service to address your personal and business objectives, including. Personal and commercial lending, and online banking with robust cybersecurity protection.
Our experienced support staff focuses on your daily needs with an overall emphasis on being proactive, detail oriented and solution driven. We work alongside your attorney, CPA and other advisors, complementing their resources to provide a seamless wealth management process.
We believe in long-term, meaningful relationships by helping our clients in every way we can. Our team is committed to providing you with the necessary solutions to help you and your family reach your financial and lifestyle goals as well as help preserve your legacy.
Forbes Best-In-State Wealth Management Teams 2024 - The Denver Larimer Group
Disclaimer:
Morgan Stanley Private Bank, National Association, and Morgan Stanley Bank, N.A. are affiliates of Morgan Stanley Smith Barney LLC, and are each a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency.
[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/47xqiQ1)]
With over 50 years of combined experience, we are proud to serve a select clientele of high achieving executives and entrepreneurs, their families, family offices and foundations. We take a holistic approach, delivering an exceptional level of service designed around your busy lifestyle and workload. We handle all the legwork, then present you with a concise set of recommendations, helping simplify your life ensuring that your financial choices are aligned with the overarching goals of your comprehensive wealth management plan.
Our team provides discipline and flexible investment strategies, including access to experienced investment professionals in the public and private markets. We also provide access to Morgan Stanley’s private banking service to address your personal and business objectives, including. Personal and commercial lending, and online banking with robust cybersecurity protection.
Our experienced support staff focuses on your daily needs with an overall emphasis on being proactive, detail oriented and solution driven. We work alongside your attorney, CPA and other advisors, complementing their resources to provide a seamless wealth management process.
We believe in long-term, meaningful relationships by helping our clients in every way we can. Our team is committed to providing you with the necessary solutions to help you and your family reach your financial and lifestyle goals as well as help preserve your legacy.
Forbes Best-In-State Wealth Management Teams 2024 - The Denver Larimer Group
Disclaimer:
Morgan Stanley Private Bank, National Association, and Morgan Stanley Bank, N.A. are affiliates of Morgan Stanley Smith Barney LLC, and are each a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency.
[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/47xqiQ1)]
Services Include
- Estate Planning StrategiesFootnote1
- Executive Financial ServicesFootnote2
- Executive Benefit ServicesFootnote3
- Endowments and FoundationsFootnote4
- Philanthropic ManagementFootnote5
- Trust ServicesFootnote6
- Business Succession PlanningFootnote7
- Business PlanningFootnote8
- Alternative InvestmentsFootnote9
- Professional Portfolio ManagementFootnote10
- Cash Management and Lending ProductsFootnote11
- Sustainable InvestingFootnote12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Planning For Your Family's Financial Needs
Trust and Estate Planning Strategies
We can review your tax and estate structures so that their tax characteristics are accurately reflected in your asset allocation analysis.
The State of Your Parents' Estate
Intangible Asset Management
Managing intangible assets is becoming increasingly important for individuals and companies to help grow and generate profits.
Expectations and the Role of Intangible Assets
Wealth Education
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
Financial Empowerment Across Generations
Charitable Giving
Morgan Stanley Global Impact Funding Trust, Inc. (Morgan Stanley GIFT) can provide you with an overview of some of the common methods that individuals use to make charitable gifts, along with some important tips that you should keep in mind.
Charitable Giving Review
Family Office Resources Generalists
Our Colleague, Elizabeth Chand is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Central Region. In this capacity, Elizabeth provides specialized expertise to Financial Advisors and their UHNW clients, educating and advising across a broad spectrum of family wealth management concerns, including customized asset allocation and portfolio construction, strategic estate and financial planning, philanthropy management, family governance, wealth education and lifestyle advisory.
Although certain professionals may be admitted attorneys, these professionals holding legal degrees act purely in a non-representative capacity. Morgan Stanley, and its affiliates, its Private Wealth Advisors/Financial
Advisors and other employees do not provide tax or legal advice. You should consult your own tax advisor for matters involving taxation and tax planning and your attorney for matters involving trusts and estate
planning.
Family Office Resources GeneralistsAlthough certain professionals may be admitted attorneys, these professionals holding legal degrees act purely in a non-representative capacity. Morgan Stanley, and its affiliates, its Private Wealth Advisors/Financial
Advisors and other employees do not provide tax or legal advice. You should consult your own tax advisor for matters involving taxation and tax planning and your attorney for matters involving trusts and estate
planning.
2026 Tax Tables
This helpful resource outlines the 2026 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2026 Tax TablesOur Clients And Capabilities
Executive Financial Services
Complex regulations around the trading of company stock can be difficult to navigate and time-consuming for even the most seasoned of executives. We have the experience and resources to help your executive team navigate these challenges, providing, white-glove service from dedicated teams filled with seasoned professionals. In addition, Morgan Stanley has Ranked #1 in Rule 144 and 10b5-1 Transaction Services over the last 16 Years. (2005-2020)*
Our professionals will work with your plan administrators and legal team to create a streamlined trading process, seeking to provide your executives a clear path to liquidity. As advisors in the equity compensation plan space, our team also has the ability to leverage industry best practices to help maximize the impact of your plan.
*Reprinted with the permission of The Washington Service. 301-913-5100, www.washingtonservice.com. The Washington Service tracks insider trading information filed with the Securities and Exchange Commission. The above data is compiled by The Washington Service from Form 144 filings in the period from 2/1/2005 to 12/31/2020; ranking is based on aggregate data for this period.
Our professionals will work with your plan administrators and legal team to create a streamlined trading process, seeking to provide your executives a clear path to liquidity. As advisors in the equity compensation plan space, our team also has the ability to leverage industry best practices to help maximize the impact of your plan.
*Reprinted with the permission of The Washington Service. 301-913-5100, www.washingtonservice.com. The Washington Service tracks insider trading information filed with the Securities and Exchange Commission. The above data is compiled by The Washington Service from Form 144 filings in the period from 2/1/2005 to 12/31/2020; ranking is based on aggregate data for this period.
Solutions For The Organization, Founders and Employees
• Stock Plan Services
• Corporate Cash Management
• Corporate Retirement Services
• Non-Qualified Deferred Compensation Plans
• Investment Banking
• Cash Management and Lending
• Insurance Needs for Business Owners
• Third-Party Resources
• Financial Planning
• 10b5-1 Plans
• Tax-Efficient Pre-Liquidity Planning
• Philanthropic and Gifting Strategies
• Family Wealth Transfer Plans
• Managing Concentrated Positions
• Cash Flow Requirements in Retirement
• Insurance Needs
• Long-Term Care
Disclaimer:
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
• Corporate Cash Management
• Corporate Retirement Services
• Non-Qualified Deferred Compensation Plans
• Investment Banking
• Cash Management and Lending
• Insurance Needs for Business Owners
• Third-Party Resources
• Financial Planning
• 10b5-1 Plans
• Tax-Efficient Pre-Liquidity Planning
• Philanthropic and Gifting Strategies
• Family Wealth Transfer Plans
• Managing Concentrated Positions
• Cash Flow Requirements in Retirement
• Insurance Needs
• Long-Term Care
Disclaimer:
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Giving Back
Miracle for Kids
Noel Wickwar: Board Member Mar 2021 - Present
Noel is a board member for Miracles for Kids, an organization that provides monthly financial assistance, subsidized housing, mental health services and wellness activities to low-income families with a critically ill child.
Noel is a board member for Miracles for Kids, an organization that provides monthly financial assistance, subsidized housing, mental health services and wellness activities to low-income families with a critically ill child.
Denver Kids
Noel Wickwar: Board Member 2004-2021, Current Youth Volunteer
Noel is a youth mentor at Denver Kids, an organization that empowers students to positively shape their lives, successfully complete high school, and pursue post-secondary options. In 2012, Noel received the Denver Kids Community Impact Award for his outstanding charitable work in raising money for Denver's Youth and mentorship programs. He has helped raise several million dollars and is a major sponsor for the organization efforts that have included founding a Gala that has grown from 30 clients in its first year to over 600 guests annually. Noel has also mentored a student for the last six years.
Noel is a youth mentor at Denver Kids, an organization that empowers students to positively shape their lives, successfully complete high school, and pursue post-secondary options. In 2012, Noel received the Denver Kids Community Impact Award for his outstanding charitable work in raising money for Denver's Youth and mentorship programs. He has helped raise several million dollars and is a major sponsor for the organization efforts that have included founding a Gala that has grown from 30 clients in its first year to over 600 guests annually. Noel has also mentored a student for the last six years.
Freedom Service Dogs
Noel Wickwar: Board Member Jun 2020 - Present
Noel is a board member of Freedom Service Dogs of America (FSD) and has sponsored several events for the organization, including clay shoots and Galas. FSD transforms lives by partnering people with custom-trained assistance dogs.
Noel is a board member of Freedom Service Dogs of America (FSD) and has sponsored several events for the organization, including clay shoots and Galas. FSD transforms lives by partnering people with custom-trained assistance dogs.
Texas Exes Rocky Mountain Chapter
Christian Hiles: President 2019 - Present
Christian is a part of the Ex-Students' Association of The University of Texas, the association of former students of the University of Texas at Austin. One of the largest alumni associations, the organization provides scholarships for incoming freshman students from Colorado and Wyoming to attend the University of Texas and fulfills philanthropic needs to people all over the world.
Christian is a part of the Ex-Students' Association of The University of Texas, the association of former students of the University of Texas at Austin. One of the largest alumni associations, the organization provides scholarships for incoming freshman students from Colorado and Wyoming to attend the University of Texas and fulfills philanthropic needs to people all over the world.
GB3 Foundation
Noel Wickwar: Board Member 2025 - Present
Noel is dedicated to advancing fundraising and marketing initiatives to support GB3’s mission of empowering children and youth with learning disabilities. By focusing on educational strategies, spiritual and mental well-being, and physical health, GB3 equips young individuals with the tools they need to achieve their dreams. In addition to these efforts, Noel plays a pivotal role in organizing and advising on events that bolster the organization’s fundraising activities, serving as a key member of the advisory board.
Noel is dedicated to advancing fundraising and marketing initiatives to support GB3’s mission of empowering children and youth with learning disabilities. By focusing on educational strategies, spiritual and mental well-being, and physical health, GB3 equips young individuals with the tools they need to achieve their dreams. In addition to these efforts, Noel plays a pivotal role in organizing and advising on events that bolster the organization’s fundraising activities, serving as a key member of the advisory board.
Location
1550 Market St
Suite 600
Denver, CO 80202
US
Direct:
(303) 595-2040(303) 595-2040
Meet The Denver Larimer Group
Phone:
(303) 572-4018(303) 572-4018
First Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Alternative Investments Director, Financial Planning Specialist, Lending Specialist
Phone:
(303) 572-4072(303) 572-4072
Robert Brezen
Registered Associate
Phone:
(303) 572-4059(303) 572-4059
Cameron C. Sisbarro
Client Service Associate
Phone:
(303) 572-4025(303) 572-4025
Evan Lombardo
Registered Client Service Associate
Phone:
(303) 572-4086(303) 572-4086
About Noel Wickwar
Noel Wickwar is the Senior Vice President and Financial Advisor of the Denver Larimer Group at Morgan Stanley, where he concentrates in managing substantial portfolios for high-net-worth individuals, C-suite executives, and business owners. With nearly two decades of experience, Noel is known for providing customized financial strategies that are designed to grow, preserve, and optimize wealth for some of the most successful and influential clients.
Noel has built a reputation for guiding clients through complex financial landscapes, including equity compensation, concentrated stock strategies, estate planning, and retirement planning. His client-first approach is centered on establishing long-term relationships, offering tailored guidance to navigate both wealth accumulation and preservation throughout various life stages.
As a Senior Advisor and leader within Morgan Stanley, Noel's team has been recognized by Forbes as part of the Best-in-State Wealth Management Team 2024, reflecting his team's ability to manage significant assets and goal to consistently deliver results. His deep understanding and active management to help ensure each client’s portfolio is positioned for sustained growth while managing risk.
Before joining Morgan Stanley, Noel spent five years at Merrill Lynch and earned a Bachelor of Science from Colorado State University. He is also an Alternative Investments Director at Morgan Stanley, a designation given to an exclusive group of advisors who serve as an ambassador for the asset class within the firm.
Outside of his professional work, Noel is committed to community service and serves on the boards of Freedom Service Dogs and Miracles for Kids. He enjoys spending time outdoors with his wife and their two Border Doodles, exploring the parks and trails of Denver.
Forbes Best-In-State Wealth Management Teams 2024
[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/47xqiQ1)]
Noel has built a reputation for guiding clients through complex financial landscapes, including equity compensation, concentrated stock strategies, estate planning, and retirement planning. His client-first approach is centered on establishing long-term relationships, offering tailored guidance to navigate both wealth accumulation and preservation throughout various life stages.
As a Senior Advisor and leader within Morgan Stanley, Noel's team has been recognized by Forbes as part of the Best-in-State Wealth Management Team 2024, reflecting his team's ability to manage significant assets and goal to consistently deliver results. His deep understanding and active management to help ensure each client’s portfolio is positioned for sustained growth while managing risk.
Before joining Morgan Stanley, Noel spent five years at Merrill Lynch and earned a Bachelor of Science from Colorado State University. He is also an Alternative Investments Director at Morgan Stanley, a designation given to an exclusive group of advisors who serve as an ambassador for the asset class within the firm.
Outside of his professional work, Noel is committed to community service and serves on the boards of Freedom Service Dogs and Miracles for Kids. He enjoys spending time outdoors with his wife and their two Border Doodles, exploring the parks and trails of Denver.
Forbes Best-In-State Wealth Management Teams 2024
[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/47xqiQ1)]
Securities Agent: ID, ME, UT, VA, WA, TX, RI, OK, NM, MO, MI, DE, CT, AR, OR, KY, KS, AZ, WI, TN, SC, NH, NC, GA, CA, NJ, WY, MD, IL, HI, PA, OH, NY, NV, MA, AK, IA, FL, CO, SD, MT; General Securities Representative; Investment Advisor Representative
NMLS#: 1285086
NMLS#: 1285086
About Anthony P. Satriano
Anthony P. Satriano is an Executive Director and Financial Advisor at Morgan Stanley, bringing over 22 years of experience in delivering comprehensive financial guidance to individuals, families, business owners, nonprofits, and foundations. He holds Series 7 and Series 66 licenses, along with various life and health insurance licenses, and is a
Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute. His credentials and experience allow him to design integrated financial strategies that serve the needs of both individual investors and complex, multigenerational or organizational portfolios.
Anthony's approach is highly customized and client-centered, with a focus on retirement planning, asset allocation modeling and design, income generation, alternative investment strategies, and tax-efficient planning. He is particularly adept at helping business owners plan for succession, liquidity events, and long-term legacy transitions, combining technical expertise with a deep understanding of personal and professional priorities.
Before joining Morgan Stanley, Anthony served as a Premier Advisor at Wells Fargo Advisors, where he was recognized by Forbes as a Best-in-State Wealth Advisor, an honor that reflects his consistent commitment to excellence and trusted client relationships.
Anthony earned a Bachelor of Arts from the University of Colorado at Boulder. He is widely respected for his strategic thinking, transparent communication, and ability to build long-term relationships based on trust and performance.
Outside of his professional role, Anthony enjoys spending quality time with his wife of 25 years, Erin, and their three children-Mia, Joey, and Talia. He is an avid fly fisherman, golfer, and shooting sports enthusiast, and enjoys traveling with his family. Deeply involved in his church community, Anthony also supports organizations such as Freedom Service Dogs and is passionate about mentoring the next generation of financial professionals through internships and educational initiatives.
Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute. His credentials and experience allow him to design integrated financial strategies that serve the needs of both individual investors and complex, multigenerational or organizational portfolios.
Anthony's approach is highly customized and client-centered, with a focus on retirement planning, asset allocation modeling and design, income generation, alternative investment strategies, and tax-efficient planning. He is particularly adept at helping business owners plan for succession, liquidity events, and long-term legacy transitions, combining technical expertise with a deep understanding of personal and professional priorities.
Before joining Morgan Stanley, Anthony served as a Premier Advisor at Wells Fargo Advisors, where he was recognized by Forbes as a Best-in-State Wealth Advisor, an honor that reflects his consistent commitment to excellence and trusted client relationships.
Anthony earned a Bachelor of Arts from the University of Colorado at Boulder. He is widely respected for his strategic thinking, transparent communication, and ability to build long-term relationships based on trust and performance.
Outside of his professional role, Anthony enjoys spending quality time with his wife of 25 years, Erin, and their three children-Mia, Joey, and Talia. He is an avid fly fisherman, golfer, and shooting sports enthusiast, and enjoys traveling with his family. Deeply involved in his church community, Anthony also supports organizations such as Freedom Service Dogs and is passionate about mentoring the next generation of financial professionals through internships and educational initiatives.
Securities Agent: VA, MT, TN, FL, CO, SD, NV, NH, MO, ME, DE, NJ, KS, ID, IA, RI, MA, WY, PR, OR, OH, MI, KY, AK, OK, MD, NE, WA, IN, PA, IL, WI, SC, NC, HI, CT, CA, AZ, UT, NY, NM, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2580357
NMLS#: 2580357
About Christian Hiles
Christian Hiles has been involved in asset management on both the institutional and individual side helping to manage billions of dollars of capital for high net worth individuals, families, executives, business owners and institutions since 1998. As a dedicated Financial Advisor Christian creates and executes sophisticated customized strategies centered on investment management, risk tolerance, portfolio analysis, tax efficiency, insurance needs, retirement, and estate planning along with personalized lending solutions through Morgan Stanley. His goal for his clients is to provide each client with a family office experience where their needs and expectations are exceeded. Christian graduated with a Bachelor of Journalism in Public Relations and Business Foundations from the University of Texas at Austin. Christian has been named to the firm’s Pace Setter’s list numerous times. His team, The Denver Larimer Group, has been named to the Forbes Best in State list for the last two years. He also holds the CEPA designation for financial advisors who help business owners plan for a successful transition out of their business. Christian is married, has two dogs and travels extensively when he can get away. Giving back to the community is something that is important to Christian. He is a member of The Rocky Mountain Texas Exes, serves on the committee for Denver Faces of Freedom Service Dogs, a member of The Denver Council on Foreign Relations, Alliance for Mergers & Acquisition Advisors and the American Association for Corporate Growth.
Securities Agent: NH, DE, UT, SC, NC, MT, KS, IA, AZ, OR, ID, AR, AK, WI, WA, RI, IL, MD, LA, GA, SD, FL, CO, OH, NY, KY, CT, TX, TN, OK, NV, MO, ME, MA, HI, WY, VA, NM, CA, PA, NJ, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1517466
CA Insurance License #: Insurance Lic# 4008227
NMLS#: 1517466
CA Insurance License #: Insurance Lic# 4008227
About Robert Brezen
Robert Brezen has over 14 years of experience in the financial industry. Robert relocated to Denver in 2013 from New York to create a better life for his family. He is a proud father to a five-year old boy named Tripp. Robert is passionate about delivering a world class customer experience. Whether it is a small operational need or intricate support throughout life's greatest transitions, he is efficient and prompt. Robert is always available to answer client questions and assist them in the wide range of services Morgan Stanley offers. Robert holds multiple licenses - series 7, 63, and 66.
In Robert’s free time, he loves spending as much time as he can with his son. He also enjoys the great outdoors from skiing in the winter time to camping, hiking, kayaking, fishing, and hunting in the summer and fall.
In Robert’s free time, he loves spending as much time as he can with his son. He also enjoys the great outdoors from skiing in the winter time to camping, hiking, kayaking, fishing, and hunting in the summer and fall.
About Cameron C. Sisbarro
Cameron started with Morgan Stanley and The Denver Larimer Group in June 2023 and has remained a dedicated member of the team since. He is very excited to continue his development with the team, as he recently graduated early from the University of Denver with a degree in International Studies and Business Information and Analytics. During this time, Cameron studied abroad in Salzburg, Austria, and Amsterdam, The Netherlands, where he took courses focused on International Wealth Management, Financial Policy, and Global Economics. Through his continued efforts, he was accepted into the esteemed Josef Korbel School of Global and Public Affairs, Master of International Studies program, ranked 13th in the world. He is pursuing a concentration in Global Economics and is excited to apply these experiences to further the goals and values of The Denver Larimer Group.
In his free time, Cameron enjoys spending time with his family, traveling abroad, running, and all the outdoor activities that Colorado has to offer. Cameron is a passionate community member and takes great pride in giving back to the Denver area. He is especially honored to be involved with Freedom Service Dogs of America, The Denver Council on Foreign Relations, The Denver Rescue Mission, and The St. Jude Children's Research Hospital.
In his free time, Cameron enjoys spending time with his family, traveling abroad, running, and all the outdoor activities that Colorado has to offer. Cameron is a passionate community member and takes great pride in giving back to the Denver area. He is especially honored to be involved with Freedom Service Dogs of America, The Denver Council on Foreign Relations, The Denver Rescue Mission, and The St. Jude Children's Research Hospital.
About Evan Lombardo
As a Registered Client Associate, Evan focuses on helping clients meet their financial goals through his commitment to excellent service.
Evan began his financial services career in 2022 when he joined Morgan Stanley. He currently holds Series 7 and 66 licenses.
In 2021, Evan graduated from the University of Colorado, Boulder with a Bachelor of Science degree in Civil Engineering, coupled with a minor in Leadership Studies and an Entrepreneurship Certificate.
A resident of Denver, he enjoys skiing, golfing and hiking with an overall interest in fitness and wellness.
Evan began his financial services career in 2022 when he joined Morgan Stanley. He currently holds Series 7 and 66 licenses.
In 2021, Evan graduated from the University of Colorado, Boulder with a Bachelor of Science degree in Civil Engineering, coupled with a minor in Leadership Studies and an Entrepreneurship Certificate.
A resident of Denver, he enjoys skiing, golfing and hiking with an overall interest in fitness and wellness.
Contact Noel Wickwar
Contact Anthony P. Satriano
Contact Christian Hiles
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2024-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
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
Matt Stotler
Private Banker
Matt Parkin, CFP®, CWS®, CTFA®
Financial Planning Director, Vice President
About Matt Stotler
Matt Stotler is a Private Banker serving Morgan Stanley Wealth Management offices in Colorado.
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.
Matt began his career in financial services in 1987 with Bank of America and joined Morgan Stanley in 2016 as a Private Banker. Prior to joining the firm, he was a Regional Manager at Merrill Lynch. He also served as a Private Client Manager with U.S. Trust.
Matt is a graduate of California State University, where he received a Bachelor of Arts in Business Administration and a minor in Spanish. He currently lives in Parker, Colorado. Outside of the office, Matt enjoys playing and coaching soccer, as well as spending time hiking, camping, and biking with his 3 daughters.
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.
Matt began his career in financial services in 1987 with Bank of America and joined Morgan Stanley in 2016 as a Private Banker. Prior to joining the firm, he was a Regional Manager at Merrill Lynch. He also served as a Private Client Manager with U.S. Trust.
Matt is a graduate of California State University, where he received a Bachelor of Arts in Business Administration and a minor in Spanish. He currently lives in Parker, Colorado. Outside of the office, Matt enjoys playing and coaching soccer, as well as spending time hiking, camping, and biking with his 3 daughters.
NMLS#: 643938
About Matt Parkin
Matt Parkin is a vice president and financial planning director serving Morgan Stanley Wealth Management offices in Colorado, and overseeing office locations in Colorado, Wyoming and Utah. He is responsible for helping financial advisors with their clients’ and prospects’ financial planning needs.
Matt began his career in financial services in 2008 and joined Morgan Stanley in 2021. Prior to his current position, he was a financial planner for the Wealth Strategies Group with Charles Schwab Corporation.
Matt attained his undergraduate degree from the University of Denver and an MBA in finance and accounting from Regis University. Matt holds his CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist® designations. Matt lives in Denver, Colorado. Outside of work, Matt enjoys spending time with his family and staying active outside. Matt is an avid golfer and volunteers at the First Tee Program.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Matt began his career in financial services in 2008 and joined Morgan Stanley in 2021. Prior to his current position, he was a financial planner for the Wealth Strategies Group with Charles Schwab Corporation.
Matt attained his undergraduate degree from the University of Denver and an MBA in finance and accounting from Regis University. Matt holds his CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist® designations. Matt lives in Denver, Colorado. Outside of work, Matt enjoys spending time with his family and staying active outside. Matt is an avid golfer and volunteers at the First Tee Program.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and 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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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Retirement
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A Simple Six-Step Retirement Checkup
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Financial Planning for Life After Selling a Business
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1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3When 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.
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, charitable giving, philanthropic planning and other legal matters.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan 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.
8Morgan 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.
9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
10Morgan Stanley’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.
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
12Investing 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3When 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.
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, charitable giving, philanthropic planning and other legal matters.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
7Morgan 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.
8Morgan 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.
9Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
10Morgan Stanley’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.
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
12Investing 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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), 4763067 (9/2025)
