Phone:
(317) 818-7432(317) 818-7432
The Weed Maskel Bostrom Team at Morgan Stanley
Direct:
(317) 818-7422(317) 818-7422
Our Mission Statement
Customized investment and financial strategies for clients like you
Our Story
Together, our team is comprised of four Certified Financial Planner (CFP®) practitioners that believe in taking a very comprehensive approach to advising our clients. Understanding your overall financial picture from retirement assets, mortgage debts, life insurance, college planning, etc. gives us the ability to build a complete financial plan. Our team follows the proven investment strategies of building diversified portfolios, systematic rebalancing, and using both active and passive management. In addition, we will identify and involve specialists to help with specific estate and insurance goals that may emerge. This information serves as the foundation for a tailored wealth management plan that can be adapted to respond to life’s changes and market activity.
Our passion for your financial success is the cornerstone of our practice. We are committed to helping you grow and preserve your assets, while inspiring a level of confidence that enables you to spend less time worrying about your day-to-day finances and more time doing those things that matter most to you and your family.
Our passion for your financial success is the cornerstone of our practice. We are committed to helping you grow and preserve your assets, while inspiring a level of confidence that enables you to spend less time worrying about your day-to-day finances and more time doing those things that matter most to you and your family.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
How does the CFP Board define financial planning?
The Standards of Professional Conduct (Standards) define financial planning as “the process of determining whether and how an individual can meet life goals through the proper management of financial resources. Financial planning integrates the financial planning process with the financial planning subject areas.”
There are six steps to the financial planning process:
1. Establishing and defining the client-planner relationship
2. Gathering client data including goals
3. Analyzing and evaluating the client’s current financial status
4. Developing and presenting recommendations and/or alternatives
5. Implementing the recommendations
6. Monitoring the recommendations
“Financial planning subject areas” denotes the basic subject fields covered in the financial planning process which typically include, but are not limited to:
Financial statement preparation and analysis (including cash flow analysis/planning and budgeting)
Insurance planning and risk management
Employee benefits planning
Investment planning
Income tax planning
Retirement planning
Estate planning
The Standards of Professional Conduct (Standards) define financial planning as “the process of determining whether and how an individual can meet life goals through the proper management of financial resources. Financial planning integrates the financial planning process with the financial planning subject areas.”
There are six steps to the financial planning process:
1. Establishing and defining the client-planner relationship
2. Gathering client data including goals
3. Analyzing and evaluating the client’s current financial status
4. Developing and presenting recommendations and/or alternatives
5. Implementing the recommendations
6. Monitoring the recommendations
“Financial planning subject areas” denotes the basic subject fields covered in the financial planning process which typically include, but are not limited to:
Financial statement preparation and analysis (including cash flow analysis/planning and budgeting)
Insurance planning and risk management
Employee benefits planning
Investment planning
Income tax planning
Retirement planning
Estate planning
Location
800 East 96 St
Ste 400
Indianapolis, IN 46240
US
Direct:
(317) 818-7422(317) 818-7422
Meet The Weed Maskel Bostrom Team
First Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, CERTIFIED FINANCIAL PLANNER®
Phone:
(317) 818-7437(317) 818-7437
Phone:
(317) 818-7323(317) 818-7323
Susan Pope
Portfolio Associate
About Jon Weed
As a Financial Advisor, Jon is dedicated to understanding his client’s values and goals. Through an in-depth discovery process and commitment to on-going communication, he creates a unique investment plan that emphasizes asset allocation.
Jon’s decision to become a Certified Financial Planner (CFP®) practitioner during the tumultuous times of the Tech Bubble in the early 2000s, showed his commitment to his clients and his future practice. Understanding a client’s total financial picture helps in providing a complete, workable plan to guide clients towards their desired goals. Retirement income needs and estate planning are two of the areas that Jon specializes in for clients.
Originally from Plymouth, Michigan, Jon has been calling Zionsville, Indiana his home for the past 16 years. He lives there with his wife of 21 years and their three children. Jon’s favorite leisure activities include tennis, reading, golf and helping his family’s small peanut butter business, B. Happy Peanut Butter. Jon has been active on the boards of Zionsville Youth Soccer Association and the Boys and Girls Club of Zionsville.
Education
Certified Financial Planner (CFP®) Practitioner Since 2002
DePauw University, BA in Economics
Series 7, 63, 65, and 3 Licenses
Indiana Insurance License – Life Insurance
Jon’s decision to become a Certified Financial Planner (CFP®) practitioner during the tumultuous times of the Tech Bubble in the early 2000s, showed his commitment to his clients and his future practice. Understanding a client’s total financial picture helps in providing a complete, workable plan to guide clients towards their desired goals. Retirement income needs and estate planning are two of the areas that Jon specializes in for clients.
Originally from Plymouth, Michigan, Jon has been calling Zionsville, Indiana his home for the past 16 years. He lives there with his wife of 21 years and their three children. Jon’s favorite leisure activities include tennis, reading, golf and helping his family’s small peanut butter business, B. Happy Peanut Butter. Jon has been active on the boards of Zionsville Youth Soccer Association and the Boys and Girls Club of Zionsville.
Education
Certified Financial Planner (CFP®) Practitioner Since 2002
DePauw University, BA in Economics
Series 7, 63, 65, and 3 Licenses
Indiana Insurance License – Life Insurance
Securities Agent: HI, PA, VA, PR, CO, OH, MO, UT, MN, NM, NY, WI, KS, TX, AZ, CT, MT, OR, WA, MA, TN, NH, MI, IN, SC, NV, WV, ID, GA, NC, ME, KY, IA, FL, CA, AK, IL, NE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290502
NMLS#: 1290502
About Scott Maskel
As a Financial Advisor, Scott’s goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. Scott can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Scott’s passion for being a financial advisor comes from the relationships that he has with his clients. He takes a very personal approach to the financial planning process and operates under the philosophy that he cannot effectively help someone plan for their future without first getting to know the person that they are, what keeps them up at night, and what they are passionate about. Retirement income needs and education planning are two of the areas that Scott specializes in for clients.
Originally from Springfield, Illinois, Scott has been calling Indianapolis his home for the past 14 years. He lives there with his wife of 16 years and their two children.
Scott has served on the boards of the Greater Lawrence Chamber of Commerce, Lawrence Kiwanis, and Amy Beverland Dads’ Club and has been involved with several other community groups in the past. Scott’s favorite leisure activities include coaching his children’s athletic teams, participating in half marathons and triathlons, spending time with his family, and cheering on the Indianapolis Colts.
Certified Financial Planner (CFP®) Practitioner Since 2013
Morgan Stanley Portfolio Manager (PM) Designation
Illinois State University, BS in Politics & Government
Illinois State University, MS in Politics & Government
Series 7, 66, and 31 Licenses
Indiana Insurance License – Life, Accident & Health
Indiana Long – Term Care Certified
Scott’s passion for being a financial advisor comes from the relationships that he has with his clients. He takes a very personal approach to the financial planning process and operates under the philosophy that he cannot effectively help someone plan for their future without first getting to know the person that they are, what keeps them up at night, and what they are passionate about. Retirement income needs and education planning are two of the areas that Scott specializes in for clients.
Originally from Springfield, Illinois, Scott has been calling Indianapolis his home for the past 14 years. He lives there with his wife of 16 years and their two children.
Scott has served on the boards of the Greater Lawrence Chamber of Commerce, Lawrence Kiwanis, and Amy Beverland Dads’ Club and has been involved with several other community groups in the past. Scott’s favorite leisure activities include coaching his children’s athletic teams, participating in half marathons and triathlons, spending time with his family, and cheering on the Indianapolis Colts.
Certified Financial Planner (CFP®) Practitioner Since 2013
Morgan Stanley Portfolio Manager (PM) Designation
Illinois State University, BS in Politics & Government
Illinois State University, MS in Politics & Government
Series 7, 66, and 31 Licenses
Indiana Insurance License – Life, Accident & Health
Indiana Long – Term Care Certified
Securities Agent: UT, CT, OH, PR, PA, NC, HI, CA, WI, TX, NH, MA, NY, NM, ME, KY, GA, CO, AZ, TN, SC, OR, MT, MO, MN, AK, IA, WV, WA, IL, ID, KS, VA, NE, IN, NV, MI, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282373
NMLS#: 1282373
About Jonathan Bostrom
I am committed to providing a personalized approach to managing your wealth. Whether you are a client or looking to become a client, I believe in building long term relationships built on trust and confidence. I will earn your trust over time with my dedication to help you achieve your financial goals.
Securities Agent: LA, DC, VA, NH, ME, MD, KY, FL, UT, TX, PR, OK, AK, WV, NM, MI, HI, WA, OH, NV, MN, IN, IL, IA, CO, AZ, NC, MO, GA, CT, WI, NE, ND, MA, SC, KS, NY, CA, AL, OR, ID, TN, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2342152
NMLS#: 2342152
About Susan Pope
Susan's main goal within our team is to make sure our clients have an excellent service experience. She has been in financial services industry since 1984 and obtained her Series 7 & and Series 63 licenses in 1995. Susan lives in Franklin, IN with her husband, Robert and has 2 grown children, Rob and Ashley. She enjoys volunteering for the Cancer Support Community of Indianapolis and traveling.
Contact Jon Weed
Contact Scott Maskel
Contact Jonathan Bostrom
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
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Weed Maskel Bostrom Team today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
2When 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4When 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6When 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.
7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
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.
2When 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4When 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6When 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.
7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
