Executive Director, Financial Advisor, Family Wealth Director, Portfolio Management Director, Workplace Advisor - Equity Compensation, Alternative Investments Director
Phone:
(856) 231-4827(856) 231-4827
The East Gate Wealth Management Group at Morgan Stanley
(856) 866-9292(856) 866-9292
Toll-Free:
(888) 651-6517(888) 651-6517
Our Mission Statement
Experienced wealth planning services for your life and legacy goals
Honesty & Integrity
The East Gate Wealth Management Group prides itself on bringing honesty and integrity to the financial planning process through unbiased quality advice. For over 20 years we have focused on building long lasting client relationships through continued communication while striving to maintain your trust. We seek to help achieve financial independence for our clients throughout each phase of their lives.
Our objective is to offer a premier wealth management platform to our clients while helping to reduce the inherent risks of investing. Our promise is to educate and empower our clients while working with them to build a legacy.
If you would like to learn more about our process and services, please contact us.
Our objective is to offer a premier wealth management platform to our clients while helping to reduce the inherent risks of investing. Our promise is to educate and empower our clients while working with them to build a legacy.
If you would like to learn more about our process and services, please contact us.
Services Include
- Wealth PlanningFootnote1
- Estate Planning StrategiesFootnote2
- Professional Portfolio ManagementFootnote3
- Executive Financial ServicesFootnote4
- Business Succession PlanningFootnote5
- Corporate Investment SolutionsFootnote6
- Divorce Financial AnalysisFootnote7
- Alternative InvestmentsFootnote8
- Retirement PlanningFootnote9
- Trust ServicesFootnote10
- Art AdvisoryFootnote11
- Philanthropic ManagementFootnote12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A Rare Distinction
A Family Wealth Director (FWD) is a rare distinction, earned by less than 3% of Morgan Stanley's Financial Advisors. The designation is given advisors who have undergone distinctive training to complement their extensive experience working with ultra-high net worth families.
The East Gate Group's Executive Director and Family Wealth Director, Evan Kahn, leverages the versatile resources of Morgan Stanley and professionals to help our clients and their families drive family wealth education, making it more likely that all members of the family will have the foundation and support they need to potentially lead meaningful, fulfilled and engaged lives.
The East Gate Group's Executive Director and Family Wealth Director, Evan Kahn, leverages the versatile resources of Morgan Stanley and professionals to help our clients and their families drive family wealth education, making it more likely that all members of the family will have the foundation and support they need to potentially lead meaningful, fulfilled and engaged lives.
Our Team's Family Wealth Capabilities
The Family Office Resources Generalists (FORGs) help clients and Financial Advisors curate and navigate an expansive suite of highly specialized resources to address the complex, multifaceted challenges of managing significant wealth so clients may make complicated decisions confidently. Click the link below to view our Family Office Capabilities
Family Office Capabilities
Family Governance and Wealth Education
The Family Governance & Wealth Education group helps ultra-high net worth families strive to maximize the value of their human capital by addressing sensitive family issues, facilitate communication and manage your family dynamic in an effort to achieve a shared sense of common direction in coordination with your outside advisors.
Wealth Education Development Plan
Legacy & Estate Planning strategies
We aim to provide a fully integrated, comprehensive analysis of your balance sheet, estate plan, and investment strategy through a collaborative process. At your request we will coordinate with your legal tax advisors as well.
Estate Planning Essentials
Philanthropy Management
We provide our clients with a smart way to give to causes end charities they care about through Morgan Stanley GIFT. Our donor advised fund, GIFT, is a 501( c )(3) public charity structured to offer you a simple, thoughtful and tax-advantageous way to support your favorite charities.
Learn More About GIFTA Committment to Excellence
Family Wealth Director
Morgan Stanley's Designated Family Wealth Directors must demonstrate professional knowledge and experience in a range of wealth management solutions including estate planning strategies, alternative investments, control and restricted securities, lending, hedging and monetization, and business succession planning.
Master’s Club
Morgan Stanley's Master’s Club is an elite group composed of the Firm’s top Financial Advisors. The appointment recognizes the Advisor's consistent creativity and excellence in providing a wide range of investment products and wealth management services to clients.
Forbes Best-in-State Wealth Management Teams
Recognized by Forbes magazine’s 2023-2025 ranking of Best-in-State Wealth management teams. Awarded to groups of experienced wealth managers that have proven track records of success according to SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Disclosures2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisor
Recognized by Forbes magazine’s 2020-2024 ranking of Best-In-State Wealth Advisor. Awarded to experienced wealth managers that have proven track records of success according to SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisors. Awarded to Evan Kahn in 2020-2024.
2020-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Disclosures2020-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Five Star Wealth Manager
2013,2014, 2020-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013,2014, 2020-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
Awarded 2013; data 04/15/2012 - 10/16/2012
Awarded 2014; data 04/15/2013 - 10/16/2013
Awarded 2020; data 03/01/2019 - 10/16/2019
Awarded 2021; data 03/30/2020 - 10/23/2020
Awarded 2022; data 04/12/2021 - 10/15/2021
Awarded 2023; data 03/21/2022 - 10/18/2022
Awarded 2024; data 03/13/2023 - 09/29/2023
Source: fivestarprofessional.com (Awarded 2013,2014, 2020-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
Awarded 2013; data 04/15/2012 - 10/16/2012
Awarded 2014; data 04/15/2013 - 10/16/2013
Awarded 2020; data 03/01/2019 - 10/16/2019
Awarded 2021; data 03/30/2020 - 10/23/2020
Awarded 2022; data 04/12/2021 - 10/15/2021
Awarded 2023; data 03/21/2022 - 10/18/2022
Awarded 2024; data 03/13/2023 - 09/29/2023
Certified Financial Planner (CFP)
A certified financial planner (CFP) has received a formal designation from the Certified Financial Planner Board of Standards. A CFP is a financial adviser who has earned a certification that indicates in-depth knowledge of financial planning. The requirements to become a CFP are some of the most difficult and stringent in the financial industry.
Certified Divorce Financial Analyst
A certified divorce financial analyst (CDFA) helps couples and their attorneys achieve equitable divorce settlements using knowledge of tax law, asset distribution, and short- and long-term financial planning. A CDFA can provide in-depth financial analysis and advice to attorneys and couples relating to the divorce.
A Process That Works For You
When it comes to the wealth management process we feel that education is a priority. Our goal is not only for you to meet your long-term goals, but to also gain knowledge so that you are confident with your decisions. Whether it’s your current portfolio or a new investment you should know exactly how it fits into your overall plan. Over time, we can adapt it to changing circumstances, helping you to achieve protect your goals.
Step 1: Discovery
At The East Gate Wealth Management Group we take the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs. We encourage our new clients to fill out this questionnaire so that we can get a look at their full financial picture.
Access Financial Planning QuestionnaireUHNW Families
We primarily work with Ultra-High Net Worth Families and the multigenerational relationships within them. We can collaborate with your outside advisors and consider various important factors when advising your family's needs.
Family Finances
Step 2: Plan Creation
We look across multiple accounts and products to identify the combination that helps you invest tax efficiently and meet your spending needs. We leverage the global resources of Morgan Stanley to select investments to implement your personal strategy.
Business Owners
From starting a business to business succession planning, we are here for you on your entrepreneurial endeavors. Having a supportive team of stakeholders, including your family and wealth advisors, can help you consider the right option for the business.
Business Planning
Step 3: Plan Implementation
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Executives
Corporate executives may require different investment strategies than your typical investor. We can help navigate your specific circumstances with your company and create a well-rounded investment strategy for you.
Public Company Executives
Step 4: Ongoing Service
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Referrals
The highest compliment we can receive is a referral or introduction to your friends, family or business associates. At The East Gate Wealth Management Group, we pride ourselves on our deep relationships with our clients and their families and welcome your connections.
Why Work With Us?Stay Connected
At the East Gate Wealth Management Group, we believe it is fundamental that we provide our clients with the modern wealth resources to enhance their wealth management experience with us. By utilizing the following tools, you are able to connect to your finances and educational resources seamlessly and safely.
MSO & eDelivery
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place. Enroll in eDelivery to avoid paper clutter and have your documents such as statements, trade confirmations, shareholder communications, portfolio reports, and more instantly available to you.
Sign Up for Morgan Stanley Online
Mike Wilson: Thoughts on the Market
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
This Week's Podcast
MSO App & Mobile Check Deposit
With the MSO mobile app, you can use mobile check deposit to quickly deposit checks drawn on a U.S. bank anytime, anywhere from your device with some of the highest deposit limits in the industry.
Download Today
GIC 'On The Markets'
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition here.
This Month's Report
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Enroll TodayAndrew Sheets: Thoughts on the Market
Each week, Chief Cross-Asset Strategist Andrew Sheets, or a member of his team, shares podcasts offering perspective on the forces shaping the markets as well as insights on investment opportunities and risk across global asset classes. Click the link below to listen to the latest edition.
This Week's Podcast
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you’ll benefit from more informed wealth planning, secure data access and convenient connectivity.
View Your Full Financial Picture
Security Center
Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected in the digital world.
How to Protect Your Family
Cash Management
As a Morgan Stanley client, you have access to a comprehensive suite of cash management solutions. These solutions are available through the Morgan Stanley CashPlus Brokerage Account or the Active Assets Account, which allows you to manage your cash management needs alongside your long-term investments
Cash Management Solutions
Reserved Living and Giving
Reserved Living & Giving is a complimentary loyalty program available to Morgan Stanley Clients with a minimum of $1M in AUM. As a reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content and a variety of lifestyle and personal finance topics.
View The Latest OffersLocation
330 Fellowship Rd
Ste 400
Mount Laurel, NJ 08054
US
Direct:
(856) 866-9292(856) 866-9292
Toll-Free:
(888) 651-6517(888) 651-6517
Meet The East Gate Wealth Management Group
Phone:
(856) 222-4511(856) 222-4511
Phone:
(856) 222-4571(856) 222-4571
Christopher Donisi
Financial Advisor
Phone:
(856) 222-4552(856) 222-4552
Rachael DiLunardi
Registered Client Service Associate
Phone:
(856) 222-4597(856) 222-4597
Denise Poorman
Registered Client Services Associate
Phone:
(215) 963-3822(215) 963-3822
About Evan M Kahn
Evan M. Kahn is an Executive Director, Family Wealth Director, Portfolio Management Director, Workplace Advisor – Equity Compensation, Financial Advisor and founding partner of The East Gate Group at Morgan Stanley. Evan graduated with a Bachelor of Science degree from the University of Delaware and did post graduate work at Fairleigh Dickinson University where he earned the CERTIFIED FINANCIAL PLANNER™ designation. He also has earned his CERTIFIED DIVORCE FINANCIAL ANALYST® designation through The Institute for Divorce Financial Analysts. Evan has been named to Morgan Stanley’s prestigious Master's Club since 2018. He has also been recognized as a Five Star Wealth Manager by New Jersey Magazine in 2013, 2014, 2020 - 2024, and named one of the Forbes Best-In-State Wealth Advisors for 2020-2024.
Evan earned his Family Wealth Director designation in 2022, which is an elite group of the top 3% of Financial Advisors at Morgan Stanley who have extensive experience and specialized training to work with ultra-high net families, and who have direct access to an extensive range of resources needed to help highly affluent families manage the complex multigenerational challenges of managing significant wealth.
Evan is also an active member of APIC, Association of Professional Investment Consultants, a community of Morgan Stanley CFP® colleagues. He is able to help his clients achieve financial prosperity by combining personal attention with a focus on strategic financial planning. Focusing on risk and wealth management, retirement planning, divorce financial analysis, customized portfolio design, and legacy planning strategies, Evan is able to build a customized strategy to achieve his client’s goals.
Evan is an active member of The Grand Lodge of Free and Accepted Masons of Philadelphia. Evan and his wife, Heather, live in Cherry Hill, NJ with their three children.
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
2013,2014, 2020-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013,2014, 2020-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
Awarded 2013; data 04/15/2012 - 10/16/2012
Awarded 2014; data 04/15/2013 - 10/16/2013
Awarded 2020; data 03/01/2019 - 10/16/2019
Awarded 2021; data 03/30/2020 - 10/23/2020
Awarded 2022; data 04/12/2021 - 10/15/2021
Awarded 2023; data 03/21/2022 - 10/18/2022
Awarded 2024; data 03/13/2023 - 09/29/2023
2020-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Evan earned his Family Wealth Director designation in 2022, which is an elite group of the top 3% of Financial Advisors at Morgan Stanley who have extensive experience and specialized training to work with ultra-high net families, and who have direct access to an extensive range of resources needed to help highly affluent families manage the complex multigenerational challenges of managing significant wealth.
Evan is also an active member of APIC, Association of Professional Investment Consultants, a community of Morgan Stanley CFP® colleagues. He is able to help his clients achieve financial prosperity by combining personal attention with a focus on strategic financial planning. Focusing on risk and wealth management, retirement planning, divorce financial analysis, customized portfolio design, and legacy planning strategies, Evan is able to build a customized strategy to achieve his client’s goals.
Evan is an active member of The Grand Lodge of Free and Accepted Masons of Philadelphia. Evan and his wife, Heather, live in Cherry Hill, NJ with their three children.
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
2013,2014, 2020-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013,2014, 2020-2023) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
Awarded 2013; data 04/15/2012 - 10/16/2012
Awarded 2014; data 04/15/2013 - 10/16/2013
Awarded 2020; data 03/01/2019 - 10/16/2019
Awarded 2021; data 03/30/2020 - 10/23/2020
Awarded 2022; data 04/12/2021 - 10/15/2021
Awarded 2023; data 03/21/2022 - 10/18/2022
Awarded 2024; data 03/13/2023 - 09/29/2023
2020-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: MD, NJ, MT, HI, DC, VA, SD, RI, NY, CT, CO, MA, TX, TN, NH, FL, AZ, UT, PA, OH, IA, GA, CA, AR, NV, NC, KY, IL, ID, DE, OK, MI, ME, LA, WA, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268253
CA Insurance License #: 0I54696
NMLS#: 1268253
CA Insurance License #: 0I54696
About JB Borreggine
JB is a Founding Partner of The East Gate Group at Morgan Stanley and has been recognized as a Century Club member of Morgan Stanley since 2010 (2010-20). JB and the team develop personalized, strategic solutions to address the needs of his client’s wealth by drawing on his experience and global resources of Morgan Stanley.
JB implements his relationships with clients on proactive planning centered on communication. He and his team offer a full complement of comprehensive wealth management services including retirement income and cash flow planning, life insurance, long term care analysis, college savings plans and divorce financial planning. JB received his business/finance degree from Rowan University.
In his leisure time, JB is an avid wine collector and a certified sommelier. JB and his wife, Kelley, reside in Naples, FL and have two children.
JB implements his relationships with clients on proactive planning centered on communication. He and his team offer a full complement of comprehensive wealth management services including retirement income and cash flow planning, life insurance, long term care analysis, college savings plans and divorce financial planning. JB received his business/finance degree from Rowan University.
In his leisure time, JB is an avid wine collector and a certified sommelier. JB and his wife, Kelley, reside in Naples, FL and have two children.
Securities Agent: FL, RI, LA, ID, UT, MD, DC, IA, CO, WA, MT, MI, SD, PA, NY, NV, HI, TX, SC, NJ, NH, KY, VA, NC, MA, IL, GA, CA, TN, AR, OK, OH, DE, CT, AZ, ME; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1262218
NMLS#: 1262218
About Gerald E. O'Connor
I have been in the financial industry for over 30 years, both as a banker and investment advisor. The focus of my practice has been advising high net worth clients, closely held companies, and non-profits. My approach is holistic, helping my clients with the breadth and depth of advice needed to serve them and their successive generations.
NMLS#: 1282659
NMLS#: 1282659
Securities Agent: NY, NC, DC, ME, SC, MI, MA, FL, VA, MS, ID, NJ, MD, CT, WA, NM, IL, IA, AZ, AR, NV, DE, WV, KY, TX, TN, OH, NH, GA, CA, UT, SD, MT, LA, HI, CO, RI, PA, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 1282659
CA Insurance License #: 1659541
NMLS#: 1282659
CA Insurance License #: 1659541
About Christopher Donisi
Chris is a Financial Advisor who has been in the industry for over 10 years. Chris has worked for Citibank, TD Bank and JP Morgan all before joining Morgan Stanley in 2019. Chris has worked in many different roles throughout his career, but he loves educating and helping clients with all of their financial needs. Chris takes pride in his role on the team as the planning specialist. Financial success is a journey and we look forward to taking the journey with you and providing support and guidance along the way. Chris holds his Series 7, 63 and 65 securities licenses as well as life and health insurance licenses.
Securities Agent: TN, MI, HI, FL, OK, OH, KY, GA, AR, CA, WV, NC, AZ, UT, NY, NH, CO, VA, SD, SC, LA, DC, TX, MT, MD, DE, WA, PA, MA, IL, ID, IA, ME, NV, CT, RI, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 987884
CA Insurance License #: 4294866
NMLS#: 987884
CA Insurance License #: 4294866
About Rachael DiLunardi
Rachael started her career with Morgan Stanley in Tampa, FL in 2018 and holds her Series 7 and 66.
Rachael is a native of Bloomfield, NJ. She majored in International Business at the University of South Florida. She recently moved to South Jersey with her husband, Aaron, and their dog and two cats.
Rachael is a native of Bloomfield, NJ. She majored in International Business at the University of South Florida. She recently moved to South Jersey with her husband, Aaron, and their dog and two cats.
About Denise Poorman
Denise has 15 years of experience in the financial services industry including 10 years working as an associate / client services analyst at Goldman Sachs. Over the years, Denise has honed her skills in providing “white glove” client service and developing meaningful relationships with clients.
In her free time, she enjoys cooking and creating recipes and is a trained chef in the French culinary arts. A lifelong animal lover, she is involved in animal rescue in her local community.
Licenses & Education:
Series 7 General Securities License
Series 63
Series 66
Bachelor of Science, Business Administration, Drexel University
In her free time, she enjoys cooking and creating recipes and is a trained chef in the French culinary arts. A lifelong animal lover, she is involved in animal rescue in her local community.
Licenses & Education:
Series 7 General Securities License
Series 63
Series 66
Bachelor of Science, Business Administration, Drexel University
Contact Evan M Kahn
Contact JB Borreggine
Contact Gerald E. O'Connor
Contact Christopher Donisi
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
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact The East Gate Wealth Management Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
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’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.
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.
5Morgan 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.
6Morgan 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.
7Morgan 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.
8Alternative 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.
9When 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.
10Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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Morgan Stanley does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.
12Products 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.
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.
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’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.
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.
5Morgan 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.
6Morgan 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.
7Morgan 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.
8Alternative 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.
9When 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.
10Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
11Products 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 does not assist with buying or selling art in any way and merely provides information to clients interested learning more about the different types of art markets at a high level. Any client interested in buying or selling art should consult with their own independent art advisor.
12Products 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.
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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)
