Executive Director, Wealth Management, Wealth Advisor, Senior Portfolio Management Director
Phone:
(918) 586-7012(918) 586-7012
Industry Award WinnerOur Mission Statement
Helping clients and families of substantial wealth simplify and manage their complex personal and financial lives.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
By combining experience, knowledge, and a vast network of resources, my team and I can support your goals at every one of life's defining moments. While starting a business, changing careers, retiring, or even starting a family can present daunting financial situations, I have seen countless iterations of every one of these major events, and have helped clients create a roadmap to get where they want to be. My process starts by getting to know each client on a personal level and, as the relationship grows, I develop a clear understanding of their needs and objectives. Here are some of the of the clients I work with and how I can help.
High-Net-Worth Planning
High-net-worth individuals and families deal with a unique set of financial challenges and complexities. After seeing nearly every investing trend come and go, I have a fundamental belief in the long-term benefits of comprehensive planning. A detailed plan can only be effective when the client's needs and circumstances are fully understood by the advisor. I'll work with you to develop a complete overview of your goals, especially as it relates to legacy planning and wealth conservation. Working closely with your tax and legal advisors, I'll help you address the unique challenges of significant wealth.
Business Owners
When starting a small business, it can feel like you need an army to get everything done. Success takes time and effort, but when you have the right team around you, that weight can be lifted off your shoulders. As a part of your team, I will bring the experience and knowledge needed to assist you with your personal or family finances while you run your business. At the same time, I'll provide prudent advice on your cash management needs, lending solutions, and succession planning for your business.
Corporate Executives
You have worked tirelessly to climb the corporate ladder or build your business, and now find yourself in the corner office running the show. You've achieved the pinnacle of success in your career, but this position also presents you with a convoluted network of financial decisions that require attention. From stock options to equity-based compensation, I understand the nuances of these situations and can provide the necessary guidance to diversify your portfolio and bring clarity to those difficult decisions.
Young Professionals
The journey towards substantial wealth often starts early, and there is no better way to begin than with a retirement roadmap. I work with young professionals and executives who plan to accumulate their wealth over the years – but the way those investments are managed can make the difference between achieving your goals, and falling short of them. Having an experienced financial advisor like myself in your corner from the start can help keep you on track towards your retirement dreams.
Morgan Stanley Resources
At Morgan Stanley, our market research experts deliver financial analysis that is easy to understand. The links below offer deeper insights into the markets and economic landscape, along with our comprehensive digital tools and helpful life resources designed to enhance every facet of your financial life.
Estate Planning
Estate planning is often discussed but is frequently not acted upon. People tend to put things off when they seem to be in the distant future, but working with an attorney to create a personalized plan for your estate can help avoid probate and excessive taxes when passing wealth on to your heirs. At Morgan Stanley, we have access to the vast network of estate planning resources to help establish a coordinated approach, regardless of the complexity of your circumstance.*
*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. 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.
Alternative Investments
Hear from industry innovators across Morgan Stanley Wealth Management leadership and fund manager partners as they discuss the trends and opportunities shaping the alternative investments landscape.
Managing Taxes
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan. Read more from Morgan Stanley's Tax Management site below.
2026 Tax Tables
This content provides detailed information on the 2026 tax rate schedule, including standard deductions for various filing statuses and additional deductions for non-itemizers. It includes exemption amounts and phaseouts for the Alternative Minimum Tax, tax deadlines for 2026, and gift tax exclusions. It also outlines tax rates for long-term capital gains and qualified dividends, Social Security tax brackets, FICA, Medicare tax, and contribution limits for health savings accounts and retirement plans. Additionally, it covers the deductibility limits for traditional and Roth IRAs, as well as education credits and exclusions.
Thoughts on the Market Podcast
Join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist, along with their colleagues, as they share insights on the factors influencing the market and discuss the latest trends in the financial landscape.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Recognition
Barron's Top 1200 Financial Advisors: State-by-State (2024,2026)
Robert was ranked by Barron's as the top Morgan Stanley advisor in Tulsa, and 8th of all wealth advisors in Oklahoma in 2026. These rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors include: assets under management, revenue, regulatory record, quality of practice, and philanthropic work.***
The Client Experience with Us
Your financial journey deserves a trusted guide. We partner with you to create a personalized plan, help you make informed choices, and stay with you through every step- today, tomorrow, and for generations to come.
- Evaluate your financial situation and current investment strategy
- Assess your risk tolerance and time horizon
- Define measurable goals and prioritize them by importance
- Analyze data and map potential paths toward achieving your objectives
- Explore the different routes available on your financial journey
- Discuss the benefits and challenges of each potential path
- Identify which direction aligns best with your goals and comfort level
- Help you choose the direction that works best for you
- Implement your personalized financial strategy based on the plan we've built together
- Construct a custom investment portfolio aligned with your goals and risk tolerance
- Continuously monitor your financial plan and review progress toward your goals
- Adapt your strategy as life events or priorities shift
- Work alongside your other advisors to keep your financial picture coordinated
- Maintain open communication throughout your financial journey
Step 1: Introductory Meeting
Step 2: Navigate Choices
Step 3: Begin Journey
Step 4: Guide Your Every Step
Location
2200 S Utica Place
Suite 300
Tulsa, OK 74114
US
Direct:
(918) 744-4600(918) 744-4600
Meet The Duenner Group
Max Duenner
Financial Advisor
Phone:
(918) 744-4628(918) 744-4628
Phone:
(918) 586-7078(918) 586-7078
Jessica Corpening
Portfolio Associate
Phone:
(918) 744-4633(918) 744-4633
About Robert Duenner
My career in finance began on the floor of the New York Stock Exchange in the 1980s, and eventually took me to Lloyd’s of London overseas. When I returned to my hometown of Tulsa, OK, I knew I wanted to pursue a career helping individuals and families build their wealth as a financial advisor. That was 40 years ago, and I haven’t looked back since.
For 40 years I have been helping high-net-worth investors manage the complications that can arise in their financial lives. By developing comprehensive financial roadmaps for my clients, I help them navigate the nuances that come up when managing, preserving, and growing their wealth. My goal is to take the burden of these complexities off my clients’ hands so they can focus on the people, causes, and activities that enrich their lives.
I take the time to understand each client’s needs and design a plan to help them achieve their goals. A native of Tulsa, Oklahoma, I have strong roots in this community, and I am proud to work with many clients that call Tulsa home. From individuals and families, to small business owners and corporate executives, I have the knowledge and experience to understand the unique needs of a wide variety of investor profiles. Whether their goals are close at hand or in the distant future, I build customized portfolios tailored to the specific needs of each client. With my wealth of experience as a financial advisor, and the vast network of resources Morgan Stanley has to offer, I am confident my clients are in good hands.
Give me a call at 918-586-7012, or hit the Contact Me link at the top of the page, so we can begin paving the way towards your improved financial future.
For 40 years I have been helping high-net-worth investors manage the complications that can arise in their financial lives. By developing comprehensive financial roadmaps for my clients, I help them navigate the nuances that come up when managing, preserving, and growing their wealth. My goal is to take the burden of these complexities off my clients’ hands so they can focus on the people, causes, and activities that enrich their lives.
I take the time to understand each client’s needs and design a plan to help them achieve their goals. A native of Tulsa, Oklahoma, I have strong roots in this community, and I am proud to work with many clients that call Tulsa home. From individuals and families, to small business owners and corporate executives, I have the knowledge and experience to understand the unique needs of a wide variety of investor profiles. Whether their goals are close at hand or in the distant future, I build customized portfolios tailored to the specific needs of each client. With my wealth of experience as a financial advisor, and the vast network of resources Morgan Stanley has to offer, I am confident my clients are in good hands.
Give me a call at 918-586-7012, or hit the Contact Me link at the top of the page, so we can begin paving the way towards your improved financial future.
Securities Agent: CT, OH, NE, MA, UT, IL, FL, VA, TN, OK, MO, MI, OR, CO, CA, TX, HI, AZ, NY, ID, GA, WI, WA, NC, KS, AR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1274686
NMLS#: 1274686
About Max Duenner
Securities Agent: MA, LA, KY, IA, CA, WI, TN, PR, OK, NY, NJ, KS, ID, DE, AK, MO, MN, HI, AZ, VT, VI, OH, ND, AL, WA, NE, MI, IN, FL, MT, IL, DC, WV, UT, OR, NV, ME, GA, VA, RI, NC, CO, PA, MD, CT, WY, SD, NM, NH, AR, TX, SC, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 2700752
NMLS#: 2700752
About Rob Duenner
As a passionate investor and personal finance enthusiast based in Tulsa, Oklahoma, I’m dedicated to mastering the markets and helping others navigate their financial journeys. With a strong focus on stocks, options trading, and building long-term wealth strategies, I love turning complex market insights into practical, actionable plans. Family is at the heart of everything I do—I cherish time with my wife and children, creating memories that remind me why smart financial decisions matter most. I’m committed to continuous learning and empowering people to help achieve greater financial freedom and confidence.
Securities Agent: FL, OK, HI, AR, CO, GA, TX, NY, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 2871732
NMLS#: 2871732
About Jessica Corpening
Jessica Corpening serves as a Portfolio Associate at Morgan Stanley, where she plays a pivotal role in expanding the team's business by nurturing and enhancing client relationships. Her journey into the financial industry is unique, beginning with a major in Fashion Design from the Fashion Institute of Design and Merchandising in San Francisco, California. Jessica's career started in the high-end retail sector, where she honed her skills in exceptional customer service at Neiman Marcus and managed several upscale retail boutiques. This background has equipped her with a distinctive approach to client service, focusing on delivering an exceptional experience that transcends the financial aspects.
Jessica's transition into the financial industry began in 2001. She joined Morgan Stanley in 2008, bringing with her a wealth of knowledge and a passion for helping clients navigate complex financial concepts. Her ability to relate to clients stems from her own experience of entering the industry without prior knowledge, allowing her to foster understanding and confidence in her client relationships. She is currently licensed with the Series 7, 63, 65, and 9/10 certifications, and she also holds insurance and notary public credentials.
Residing east of Tulsa in the countryside with her husband Frank, two cats, and a dog, Jessica enjoys spending her spare time on road trips in their collection of vintage vehicles, including a 1964 Chevy Suburban, a hot rod 1933 Ford Pickup, and a 1947 teardrop trailer. Avid collectors of 1940s through 1960s Americana, Jessica and Frank share a love for all things mid-century.
Jessica's transition into the financial industry began in 2001. She joined Morgan Stanley in 2008, bringing with her a wealth of knowledge and a passion for helping clients navigate complex financial concepts. Her ability to relate to clients stems from her own experience of entering the industry without prior knowledge, allowing her to foster understanding and confidence in her client relationships. She is currently licensed with the Series 7, 63, 65, and 9/10 certifications, and she also holds insurance and notary public credentials.
Residing east of Tulsa in the countryside with her husband Frank, two cats, and a dog, Jessica enjoys spending her spare time on road trips in their collection of vintage vehicles, including a 1964 Chevy Suburban, a hot rod 1933 Ford Pickup, and a 1947 teardrop trailer. Avid collectors of 1940s through 1960s Americana, Jessica and Frank share a love for all things mid-century.
Contact Robert Duenner
Contact Max Duenner
Contact Rob Duenner
Awards and Recognition
Barron's Top 1,500 Financial Advisors: State-by-State
2024, 2026 Barron's Top 1,500 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,200 Financial Advisors: State-by-State, Barron's Top 1,000 Financial Advisors: State-by-State)Source: Barrons.com (Awarded 2024, 2026). Data compiled by Barron's based on 12-month period concluding in Sept of the 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
Jerry Luckett Jr.
Private Banker
About Jerry Luckett Jr.
Jerry Luckett Jr. is a Private Banker serving Morgan Stanley Wealth Management offices in Oklahoma, Missouri, and Kansas.
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.
Jerry began his career in financial services in 2020 and joined Morgan Stanley in 2022. Prior to joining the firm, he was a Senior District Consumer Banker at Webster Bank.
Jerry is a graduate of the Southern Connecticut State University, where he received a Bachelor of Arts in Interdisciplinary Studies and a Master of Science in Sports and Entertainment Management. He currently lives in Tulsa, Oklahoma with his wife Gabriela and their dog Zoe.
Jerry was a former professional basketball player in Europe, and an All-Conference basketball player for Southern Connecticut State University. Outside of the office, he enjoys playing basketball, lifting weights, and making music.
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.
Jerry began his career in financial services in 2020 and joined Morgan Stanley in 2022. Prior to joining the firm, he was a Senior District Consumer Banker at Webster Bank.
Jerry is a graduate of the Southern Connecticut State University, where he received a Bachelor of Arts in Interdisciplinary Studies and a Master of Science in Sports and Entertainment Management. He currently lives in Tulsa, Oklahoma with his wife Gabriela and their dog Zoe.
Jerry was a former professional basketball player in Europe, and an All-Conference basketball player for Southern Connecticut State University. Outside of the office, he enjoys playing basketball, lifting weights, and making music.
NMLS#: 2109945
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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Duenner Group today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan 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.
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.
2Alternative 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan 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.
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)
