Executive Director, Wealth Management, Financial Advisor, Family Wealth Director, Corporate Client Group Director
Phone:
(601) 790-3293(601) 790-3293
The Dowell Group at Morgan Stanley
Direct:
(601) 790-3293(601) 790-3293
Toll-Free:
(800) 321-6426(800) 321-6426
Our Mission Statement
Our goal is to help families and institutions manage the responsibilities of wealth. We fully involve and educate each client in order to provide highly customized plans to meet the needs and goals of each situation. Our team adheres to 3 rules of operation: “Always act in the best interests of the client”, “Treat people like you would like to be treated”, and “Do what you say you will do!”
Personalizing Family Wealth Management
At The Dowell Group at Morgan Stanley, we measure our success by the quality and strength of our relationships and by our ability to truly listen to your story, so we may guide you towards the achievement of your personal and professional financial goals.
We believe every client has a unique financial thumbprint. We pride ourselves on understanding the qualities and circumstances that make your thumbprint so distinct. We then create a custom plan that is tailored to meet your specific needs now and as your life evolves.
We use our ability to fully leverage the resources, technology and intellectual capital of Morgan Stanley to diagnose and address the financial challenges you and other professionals (CPA, Lawyer, Board, C-Suite, etc.) you work with face.
Having been part of Morgan Stanley’s history for more than 35 years, we have cultivated deep relationships with the firm’s top analysts and researchers in the areas of investment management, capital preservation, family governance and wealth education, estate planning and philanthropic management. We enjoy bringing these resources directly to you, helping ensure the best professionals are working on your behalf.
With more than $1.8 billion in assets under management (As of June 30, 2019. Includes $314 million not in custody at Morgan Stanley.), we are proud of the personalized service we provide each client and welcome the opportunity to deliver the same level of excellence to you and your family now and for generations to come.
We believe every client has a unique financial thumbprint. We pride ourselves on understanding the qualities and circumstances that make your thumbprint so distinct. We then create a custom plan that is tailored to meet your specific needs now and as your life evolves.
We use our ability to fully leverage the resources, technology and intellectual capital of Morgan Stanley to diagnose and address the financial challenges you and other professionals (CPA, Lawyer, Board, C-Suite, etc.) you work with face.
Having been part of Morgan Stanley’s history for more than 35 years, we have cultivated deep relationships with the firm’s top analysts and researchers in the areas of investment management, capital preservation, family governance and wealth education, estate planning and philanthropic management. We enjoy bringing these resources directly to you, helping ensure the best professionals are working on your behalf.
With more than $1.8 billion in assets under management (As of June 30, 2019. Includes $314 million not in custody at Morgan Stanley.), we are proud of the personalized service we provide each client and welcome the opportunity to deliver the same level of excellence to you and your family now and for generations to come.
Services Include
- Wealth PlanningFootnote1
- Estate Planning StrategiesFootnote2
- Business Succession PlanningFootnote3
- Business PlanningFootnote4
- Retirement PlanningFootnote5
- Asset Management
- Professional Portfolio ManagementFootnote6
- Alternative InvestmentsFootnote7
- Endowments and FoundationsFootnote8
- Philanthropic ManagementFootnote9
- Cash Management and Lending ProductsFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
2023 Forbes Best-In-State Wealth Management Teams
Forbes America's Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Location
1018 Highland Colony Pkwy
Ste 105
Ridgeland, MS 39157
US
Direct:
(601) 790-3293(601) 790-3293
Toll-Free:
(800) 321-6426(800) 321-6426
Meet The Dowell Group
Phone:
(601) 790-3294(601) 790-3294
Senior Vice President, Financial Advisor, Government Entity Specialist, Alternative Investments Director
Phone:
(601) 790-3295(601) 790-3295
Jennifer Walley
Financial Advisor
Phone:
(601) 605-3954(601) 605-3954
Brandi Carr
Wealth Management Associate
Phone:
(601) 790-3311(601) 790-3311
Sandra Peeples
Client Service Associate
Phone:
(601) 790-3304(601) 790-3304
Taylor Davis
Client Service Associate
Phone:
(601) 790-3307(601) 790-3307
About Melanie Dowell
Melanie is an Executive Director and founding partner of The Dowell Group. An industry veteran with over 40 years of experience, Melanie focuses on helping successful individuals and multi-generational families build and preserve their wealth. She is proud to be a longstanding member of Morgan Stanley, having been part of the Firm’s history since 1988. This tenure enables Melanie to build deep relationships with the Firm’s senior leaders and enjoy immediate access to the Firm’s global resources. Melanie is both mother and partner to two of her sons, Walker and Preston. Together with their dedicated team, they provide personalized financial advice through a disciplined and goals based
process. As the senior advisor of the group, Melanie is responsible for shaping the team’s strategic vision and for overseeing the management of all client relationships and investment portfolios. Her extensive experience enables her to help clients achieve their financial and estate planning goals, while remaining
true to their personal values.
Melanie grew up in Jackson and holds a B.B.A. in Public Administration with an emphasis on Economics from the University of Mississippi. She began her
career in 1980 with Merrill Lynch, where she first met her late husband, Mike
Dowell. The two worked alongside each other, until Mike retired from the business in 2019 after 47 years in the industry. Throughout their careers, they built a strong and dynamic family wealth practice, earning national recognition
from Forbes and Barron’s.
A strong believer in helping state and local causes, Melanie actively volunteers
with a number of local organizations. She was on the University of Mississippi’s
School of Business Advisory Board for 25 years and is a former chair of the
Board. Melanie now serves on the Board of The University of Mississippi’s Center for Innovation and Entrepreneurship. She has been very involved since the founding of The Redeemer’s School — a Bible-based school focused on serving the children and families of the Broadmoor neighborhood in support of the larger Broadmoor mission — on whose board she proudly serves. Melanie has three grown sons and five grandchildren. She is passionate about all things Ole Miss and likes to fish. Melanie truly loves Mississippi and taking part
in all the great things her home state has to offer.
Awards:
2024 Forbes Best-In-State Wealth Management Teams
2023 Forbes Best-In-State Wealth Management Teams
2023 Forbes Best-In-State Wealth Advisors
2023 Forbes Best-In-State Women Advisors
Barron’s 2023 Top 1,200 Financial Advisors Ranking
2022 Forbes Top Women Wealth Advisors Best-In-State Ranking
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Date compiled by SHOOK Research LLC based on time period from 3/21/22-3/31/23.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Forbes America’s Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 – 9/30/22.
Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 – 6/30/22.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 – 6/30/21.
Barron’s Top 1,200 Financial Advisors: State-by-State
Source: Barron’s.com (Awarded Mar 2023) Data compiled by Barron’s based on time period from Sept 2021 – Sept 2022.
process. As the senior advisor of the group, Melanie is responsible for shaping the team’s strategic vision and for overseeing the management of all client relationships and investment portfolios. Her extensive experience enables her to help clients achieve their financial and estate planning goals, while remaining
true to their personal values.
Melanie grew up in Jackson and holds a B.B.A. in Public Administration with an emphasis on Economics from the University of Mississippi. She began her
career in 1980 with Merrill Lynch, where she first met her late husband, Mike
Dowell. The two worked alongside each other, until Mike retired from the business in 2019 after 47 years in the industry. Throughout their careers, they built a strong and dynamic family wealth practice, earning national recognition
from Forbes and Barron’s.
A strong believer in helping state and local causes, Melanie actively volunteers
with a number of local organizations. She was on the University of Mississippi’s
School of Business Advisory Board for 25 years and is a former chair of the
Board. Melanie now serves on the Board of The University of Mississippi’s Center for Innovation and Entrepreneurship. She has been very involved since the founding of The Redeemer’s School — a Bible-based school focused on serving the children and families of the Broadmoor neighborhood in support of the larger Broadmoor mission — on whose board she proudly serves. Melanie has three grown sons and five grandchildren. She is passionate about all things Ole Miss and likes to fish. Melanie truly loves Mississippi and taking part
in all the great things her home state has to offer.
Awards:
2024 Forbes Best-In-State Wealth Management Teams
2023 Forbes Best-In-State Wealth Management Teams
2023 Forbes Best-In-State Wealth Advisors
2023 Forbes Best-In-State Women Advisors
Barron’s 2023 Top 1,200 Financial Advisors Ranking
2022 Forbes Top Women Wealth Advisors Best-In-State Ranking
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Date compiled by SHOOK Research LLC based on time period from 3/21/22-3/31/23.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Forbes America’s Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 – 9/30/22.
Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 – 6/30/22.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 – 6/30/21.
Barron’s Top 1,200 Financial Advisors: State-by-State
Source: Barron’s.com (Awarded Mar 2023) Data compiled by Barron’s based on time period from Sept 2021 – Sept 2022.
Securities Agent: NV, MS, TX, OK, WA, CO, DC, VA, FL, LA, KY, NC, IL, OH, NY, DE, CA, AR, TN, SD, SC, MI, GA, CT, AL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282743
NMLS#: 1282743
About Preston Dowell
Preston has dedicated his career to serving the wealth management needs of successful professionals, families and business owners across
the Southeast. He enjoys partnering with his mother, Melanie, and brother,
Walker, in overseeing their family wealth management practice. Together,
they work closely to solve their clients’ financial challenges, delivering thoughtful and objective advice for life’s most important milestones. He comes to work every day focused on helping the people in his community, always striving to make a significant impact on the quality of their lives.
Preston began his career in wealth management after graduating from the University of Mississippi with a bachelor’s degree in managerial finance. In 2011, he started as a sole practitioner Financial Advisor at Morgan Stanley, working down the hall from his parent’s practice.
At first, there was little overlap in the clients they each served, but over time,
they enjoyed more and more joint projects, making the decision to join practices in 2014 an easy one.
As an Alternatives Investment Director and Financial Advisor, Preston is
responsible for the discovery, portfolio creation and client-facing portfolio
review and monitoring of each client’s customized wealth plan. His advanced
credential in alternative investments provides valuable insights and analysis
in a number of areas, including private equity, private real estate, hedge funds,
income generation and risk management. He brings this knowledge and experience to the clients of The Dowell Group, delivering sophisticated strategies to enhance the growth and preservation of
their assets.
Preston is happily married to Betsy Dowell. He enjoys raising their son,
Michael, being with their 2 dogs and all things outdoors.
2024 Forbes Best-In-State Wealth Management Teams
2023 Forbes Best-In-State Wealth Management Teams
2023 Top Next-Gen Wealth Advisors Best-in-State (#1 Mississippi)
2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen
Wealth Advisors Best-In-State
2019 Top Next-Gen Wealth Advisors Best-in-State (Mississippi)
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Date compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 – 3/31/19.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/22 – 3/31/23.
the Southeast. He enjoys partnering with his mother, Melanie, and brother,
Walker, in overseeing their family wealth management practice. Together,
they work closely to solve their clients’ financial challenges, delivering thoughtful and objective advice for life’s most important milestones. He comes to work every day focused on helping the people in his community, always striving to make a significant impact on the quality of their lives.
Preston began his career in wealth management after graduating from the University of Mississippi with a bachelor’s degree in managerial finance. In 2011, he started as a sole practitioner Financial Advisor at Morgan Stanley, working down the hall from his parent’s practice.
At first, there was little overlap in the clients they each served, but over time,
they enjoyed more and more joint projects, making the decision to join practices in 2014 an easy one.
As an Alternatives Investment Director and Financial Advisor, Preston is
responsible for the discovery, portfolio creation and client-facing portfolio
review and monitoring of each client’s customized wealth plan. His advanced
credential in alternative investments provides valuable insights and analysis
in a number of areas, including private equity, private real estate, hedge funds,
income generation and risk management. He brings this knowledge and experience to the clients of The Dowell Group, delivering sophisticated strategies to enhance the growth and preservation of
their assets.
Preston is happily married to Betsy Dowell. He enjoys raising their son,
Michael, being with their 2 dogs and all things outdoors.
2024 Forbes Best-In-State Wealth Management Teams
2023 Forbes Best-In-State Wealth Management Teams
2023 Top Next-Gen Wealth Advisors Best-in-State (#1 Mississippi)
2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen
Wealth Advisors Best-In-State
2019 Top Next-Gen Wealth Advisors Best-in-State (Mississippi)
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Date compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 – 3/31/19.
Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/22 – 3/31/23.
Securities Agent: WA, MS, MI, LA, KY, IL, GA, FL, DE, DC, CT, CO, CA, NC, NV, NY, AR, OH, OK, SC, SD, AL, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Walker Dowell
A second-generation Financial Advisor, Walker proudly serves alongside his
mother, Melanie, and brother, Preston, in managing their family wealth management practice. Together, they enjoy working with families and institutions, providing personalized guidance through a disciplined process.
Walker’s experience and knowledge enable him to help clients understand
the details of their wealth. He listens carefully to what is most important to each family, so he can help develop a customized investment portfolio designed
to address their unique goals and circumstances.
Walker graduated Summa Cum Laude, was the Taylor Medalist in Finance and Class Marshall of the University of Mississippi Business School. He also studied accounting and mathematics. He began his career as an intern at Macquarie Capital in New York City, gaining valuable experience in financial modeling, and international markets. He moved to Little Rock, Arkansas for an investment banking position with Stephens Inc. At Stephens Inc., Walker worked with the Firm’s M&A team and private equity arm, performing duties
that included the analysis, evaluation and execution of numerous largescale transactions. Walker worked on transactions totaling over $10 billion in mergers and acquisitions during his investment banking tenure.
Walker returned home to Jackson in 2017 for the opportunity to help the
people of Mississippi make sound financial decisions and positively impact the quality of their lives. Walker’s background in corporate finance and investments enables him to effectively analyze the market environment and this analysis in a client’s planning process. Other strengths include, business
succession planning, risk management, internal operations and strategy.
A native of Jackson, Walker is an active member of Redeemer Presbyterian
Church and very involved with the Church’s children’s ministry and various
community outreach programs. Outside of the office, he enjoys traveling, all
things Mississippi and participating in city league sports.
2024 Forbes Best-In-State Wealth Management Teams
2023 Forbes Best-In-State Wealth Management Teams
2024 Top Next-Gen Wealth Advisors Best-In-State (#2 Mississippi)
2023 Top Next-Gen Wealth Advisors Best-in-State (#2 Mississippi)
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded Aug 2023) Date compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
mother, Melanie, and brother, Preston, in managing their family wealth management practice. Together, they enjoy working with families and institutions, providing personalized guidance through a disciplined process.
Walker’s experience and knowledge enable him to help clients understand
the details of their wealth. He listens carefully to what is most important to each family, so he can help develop a customized investment portfolio designed
to address their unique goals and circumstances.
Walker graduated Summa Cum Laude, was the Taylor Medalist in Finance and Class Marshall of the University of Mississippi Business School. He also studied accounting and mathematics. He began his career as an intern at Macquarie Capital in New York City, gaining valuable experience in financial modeling, and international markets. He moved to Little Rock, Arkansas for an investment banking position with Stephens Inc. At Stephens Inc., Walker worked with the Firm’s M&A team and private equity arm, performing duties
that included the analysis, evaluation and execution of numerous largescale transactions. Walker worked on transactions totaling over $10 billion in mergers and acquisitions during his investment banking tenure.
Walker returned home to Jackson in 2017 for the opportunity to help the
people of Mississippi make sound financial decisions and positively impact the quality of their lives. Walker’s background in corporate finance and investments enables him to effectively analyze the market environment and this analysis in a client’s planning process. Other strengths include, business
succession planning, risk management, internal operations and strategy.
A native of Jackson, Walker is an active member of Redeemer Presbyterian
Church and very involved with the Church’s children’s ministry and various
community outreach programs. Outside of the office, he enjoys traveling, all
things Mississippi and participating in city league sports.
2024 Forbes Best-In-State Wealth Management Teams
2023 Forbes Best-In-State Wealth Management Teams
2024 Top Next-Gen Wealth Advisors Best-In-State (#2 Mississippi)
2023 Top Next-Gen Wealth Advisors Best-in-State (#2 Mississippi)
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded Aug 2023) Date compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded Aug 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Securities Agent: SD, OH, MI, NY, TN, CA, LA, DE, NC, CT, TX, MS, IL, DC, VA, SC, OK, NV, GA, CO, FL, AR, AL, KY, MA, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 2406117
NMLS#: 2406117
About Jennifer Walley
Securities Agent: NC, IL, SC, NY, ME, TX, TN, OH, LA, DC, CA, SD, NV, MI, CT, CO, VA, MS, FL, AR, AL, OK, GA, WA, KY, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1683712
NMLS#: 1683712
About Brandi Carr
Primary responsibilities:
• Oversees and monitors the operational
checklist for the group
• Report and proposal generation
• Order and trade execution
• Certain client facing requests
Brandi graduated from Jackson State
University with a bachelor and a
master of business administration. She
has over 10 years of experience in the
financial services industry. She resides
in Gluckstadt, MS with her husband and
two daughters. Her interests include yoga,
movies and music, especially the sounds
of the Sonic Boom of the South.
• Oversees and monitors the operational
checklist for the group
• Report and proposal generation
• Order and trade execution
• Certain client facing requests
Brandi graduated from Jackson State
University with a bachelor and a
master of business administration. She
has over 10 years of experience in the
financial services industry. She resides
in Gluckstadt, MS with her husband and
two daughters. Her interests include yoga,
movies and music, especially the sounds
of the Sonic Boom of the South.
About Sandra Peeples
Primary responsibilities:
• Money movement activities, including
wires, deposits, transfers, withdrawals
and check writing
• Help with taxation, such as RMD
monitoring and tax documentation
• Administrative support
Sandra received her bachelor’s degree
in accounting from Mississippi College
where she also received an MBA
(concentration in accounting) from
Mississippi College. She has been with
The Dowell Group since 2013. When
away from the office, she enjoys reading
and traveling.
• Money movement activities, including
wires, deposits, transfers, withdrawals
and check writing
• Help with taxation, such as RMD
monitoring and tax documentation
• Administrative support
Sandra received her bachelor’s degree
in accounting from Mississippi College
where she also received an MBA
(concentration in accounting) from
Mississippi College. She has been with
The Dowell Group since 2013. When
away from the office, she enjoys reading
and traveling.
About Taylor Davis
Primary responsibilities:
• First point of contact for most
client inquiries
• Project management
• Schedule management for team
• Client paperwork and reporting
• Marketing assistance
Taylor received her bachelor’s degree in
communications/public relations from
Mississippi State University. She has
been with The Dowell Group since 2018.
She resides in Gluckstadt with her
husband, Jesse and daughter, Hayes.
• First point of contact for most
client inquiries
• Project management
• Schedule management for team
• Client paperwork and reporting
• Marketing assistance
Taylor received her bachelor’s degree in
communications/public relations from
Mississippi State University. She has
been with The Dowell Group since 2018.
She resides in Gluckstadt with her
husband, Jesse and daughter, Hayes.
Contact Melanie Dowell
Contact Preston Dowell
Contact Walker Dowell
Contact Jennifer Walley
Wealth Management
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Portfolio Insights
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Are You Prepared for Tax Day?
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Dowell Group today.
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9Products 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.
10Morgan 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
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
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.
2Morgan 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors 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.
5When 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.
6Morgan 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.
7Alternative 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.
8Morgan 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.
9Products 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.
10Morgan 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
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)
