Senior Vice President, Wealth Management, Financial Advisor, Global Sports and Entertainment Director, Alternative Investments Director, Portfolio Management Director, Family Wealth Director
Phone:
(317) 818-7436(317) 818-7436
The Elements Group at Morgan Stanley
Direct:
(847) 480-5463(847) 480-5463
Direct:
(317) 818-7436(317) 818-7436
Our Mission Statement
Our mission is to be your family's trusted and valued advisor who provides guidance to keep you financially healthy and thriving.
Welcome Message
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.
That’s where we come in. We are a highly experienced team of wealth management professionals who serve an elite clientele of exceptionally accomplished people. Their professional accomplishments have led to significant financial success, creating both great opportunities and a unique set of complex wealth management challenges. Drawing on our own skills and the vast resources of our firm, we create highly customized and truly comprehensive strategies to address those challenges. Often working closely with our clients’ other advisors, we help them make informed financial decisions, protect what they have earned, plan for their futures and simplify their financial lives.
That’s where we come in. We are a highly experienced team of wealth management professionals who serve an elite clientele of exceptionally accomplished people. Their professional accomplishments have led to significant financial success, creating both great opportunities and a unique set of complex wealth management challenges. Drawing on our own skills and the vast resources of our firm, we create highly customized and truly comprehensive strategies to address those challenges. Often working closely with our clients’ other advisors, we help them make informed financial decisions, protect what they have earned, plan for their futures and simplify their financial lives.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With Us
Managing your wealth involves far more than managing a portfolio. It begins with a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and your long‐term goals. As Financial Advisors, we take great pride in the relationships we have with our long-term clients. We hope you will come to regard us as a trusted resource, professionals who help you make informed decisions about any financial issue you and your family may encounter. Learn more about how we serve clients in the Advice Matters video at the bottom of this tab.
The Six Pillars of a Comprehensive Plan
• Financial Planning & Management
• Risk Management
• Retirement Planning
• Multigenerational Planning
• Estate Planning
• Cash Management and Lending Solutions
• Risk Management
• Retirement Planning
• Multigenerational Planning
• Estate Planning
• Cash Management and Lending Solutions
YOUR WORKPLACE ADVISORS
For many, equity in their company is an important piece of their full financial picture. As the Workplace Advisor for your company’s equity plan, we specialize in creating a financial plan that caters specifically to your needs and goals. We consider your equity along with your overall assets which may include retirement plans, insurance policies, trusts, and other investments.
If you wish to discuss how all of these components can come together into a cohesive financial plan, we are available to help you with that as well.
If you wish to discuss how all of these components can come together into a cohesive financial plan, we are available to help you with that as well.
Stock Plan Connect
Equity compensation is an important part of your company's benefits. Learn how to access your awards and ways to manage your assets.
Log In to Your Account
Financial Wellness
Available with every service we provide, our Financial Wellness offering is designed to address the unique needs of your employees and help them reach their financial goals through a powerful combination of education, digital tools, and guidance from us.
Learn More Here
Let Your Equity Compensation Help You Reach Financial Goals
Your equity compensation can play an important role in building this personalized financial roadmap. Strategically using your proceeds may make it possible for you to meet certain milestones sooner, or provide more flexibility for your long-term plans. Here’s a four-step guide to using your equity compensation to help you achieve your financial goals.
Learn More Here
Equity Compensation When Planning For Retirement
Your equity compensation can be one of your most valuable workplace benefits. Whether it’s in the form of stock options, restricted stock units (RSUs), or an employee stock purchase plan (ESPP), it offers you a chance to share in your company’s success.
Learn More Here
Equity Comp Taxation and Your Annual Tax Filing
Equity compensation can be one of the most valuable benefits offered by your company, but it’s important to understand how it works—and how it’s taxed. Here’s what you need to know.
Learn More Here
Restricted Stock Units (RSU)
RSUs are usually given to reward employees for their hard work, giving ownership in the company they're helping grow. RSU is a promise to deliver stock to the holder on a specified event or date.
Watch Video to Learn More
Stock Options
Stock Options give employees the right – but not the obligation – to purchase shares at a fixed price. If the value of the stock increased over time, the holder can earn a profit. The two types of stock options, Incentive Stock Options (ISOs) and Non–Qualified Stock Options (NQSOs), differ in their tax treatment.
Learn More HereOur Awards & Credentials
Financial Credentials and experience really do matter. They demonstrate our deep level of knowledge, advanced training and commitment to finding the very best solutions to match your needs.
Forbes 2025 Best In State Wealth Management Teams
Forbes Best-In-State Wealth Management list takes into account a host of both qualitative and quantitative factors, including interviews, to rank teams.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23-3/31/24.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23-3/31/24.
Family Wealth Director - Joe Copeland
Family Wealth Directors have direct access to an extensive range of resources needed to help highly affluent families manage the complex, multigenerational challenges of managing significant wealth.
Alternative Investment Directors - Joe Copeland
Alternative investment Directors provide the general partner, adviser, affiliate or another related party with decision‑making authority over an alternative investment vehicle or providing services to or on behalf of portfolio holdings.
Global Sports and Entertainment Director - Joe Copeland
A division of Morgan Stanley Wealth Management dedicated to serving the unique and sophisticated needs of professional athletes and entertainers.
Qualified Plan Fiduciary Consultant - Ben Donathen
The QPFC designation indicates an experienced professional who has demonstrated the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Portfolio Management Director - Joe Copeland
Provide technical and organizational leadership on the design, implementation, monitoring and evaluation of portfolio management activities from program design, competition, selection and contracting, portfolio management, learning and knowledge development activities.
Modern Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn more about Morgan Stanley Online
Goals-Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.
Learn more about Goals-Based Planning
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
LifeView
LifeView is a suite of planning tools that creates a realistic, integrated strategy meant to incorporate aspects of an individual’s financial life, including investments and cash management needs. It also provides progress-to-goals reporting which illustrate complex planning strategies.
Access the LifeView Risk Tolerance Questionnaire
Online Security Center
Safeguarding your assets and personal information is among our highest priorities here at the Hubbard Team. Learn about our extensive security measures and take advantage of our vast array of resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn more about the Online Security Center
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk PlatformLocation
800 East 96 St
Ste 400
Indianapolis, IN 46240
US
Direct:
(847) 480-5463(847) 480-5463
800 E. 96th Street
Suite 400
Indianapolis, IN 46240
US
Direct:
(317) 818-7436(317) 818-7436
Meet The Elements Group
Phone:
(317) 818-7438(317) 818-7438
Christy Holloway
Business Development Associate, Assistant Vice President, Financial Planning Specialist
Phone:
(317) 818-7302(317) 818-7302
About Joe Copeland
Joe joined Morgan Stanley in 2017 as a financial advisor and works with high net worth and high-income individuals. After spending his previous 11 years at other wealth managements firms, Joe moved to Morgan Stanley for the breadth of investment resources, financial planning resources, and family office resources.
Joe believes there are three elements that helped create his experience within the industry. First, a love for finance that started at a young age which led him to secure a finance degree and develop his passion for the industry. Second, his competitive nature from playing sports which helped to develop a work ethic centered around improving his clients’ outcomes. Third, a passion for helping others while growing up within a small, rural community. He loves educating and creating strong relationships with everyone he works with.
Joe’s focus is working with individuals in the world’s most competitive professions to help manage the financial rewards of their success. Whether it is a professional athlete, an entrepreneur, or a surgeon, Joe and his team work to tailor financial strategies that help clients towards their goals. It starts with an in-depth plan that helps create a blueprint for the future. Then the team develops an investment portfolio that helps seek client’s goals while focusing on diversification across asset classes, tax management investment strategies, and continuously monitoring new opportunities. This is all while coordinating with the client’s outside advisors like estate planning attorneys, accountants, insurance specialists, and their family office.
One of Joe’s passions is giving back to the community. Joe serves on the Voices Corp. board of directors and on the IU School of Medicine Planned Giving Committee. Joe and his team try to help with financial literacy education throughout the nation. Joe has been a speaker at numerous IU School of Medicine events, colleges, high schools, local elementary schools, large corporations and healthcare specialty societies.
Joe lives in Westfield with his wife Keenan, son Talon, daughter Wren, and dog Bogey. He enjoys coaching and attending all of his kids’ sporting events. In his spare time, Joe likes attend all of his kids extra curricular activities and likes to play golf, soccer, and tennis.
Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4046622 11/24
Joe believes there are three elements that helped create his experience within the industry. First, a love for finance that started at a young age which led him to secure a finance degree and develop his passion for the industry. Second, his competitive nature from playing sports which helped to develop a work ethic centered around improving his clients’ outcomes. Third, a passion for helping others while growing up within a small, rural community. He loves educating and creating strong relationships with everyone he works with.
Joe’s focus is working with individuals in the world’s most competitive professions to help manage the financial rewards of their success. Whether it is a professional athlete, an entrepreneur, or a surgeon, Joe and his team work to tailor financial strategies that help clients towards their goals. It starts with an in-depth plan that helps create a blueprint for the future. Then the team develops an investment portfolio that helps seek client’s goals while focusing on diversification across asset classes, tax management investment strategies, and continuously monitoring new opportunities. This is all while coordinating with the client’s outside advisors like estate planning attorneys, accountants, insurance specialists, and their family office.
One of Joe’s passions is giving back to the community. Joe serves on the Voices Corp. board of directors and on the IU School of Medicine Planned Giving Committee. Joe and his team try to help with financial literacy education throughout the nation. Joe has been a speaker at numerous IU School of Medicine events, colleges, high schools, local elementary schools, large corporations and healthcare specialty societies.
Joe lives in Westfield with his wife Keenan, son Talon, daughter Wren, and dog Bogey. He enjoys coaching and attending all of his kids’ sporting events. In his spare time, Joe likes attend all of his kids extra curricular activities and likes to play golf, soccer, and tennis.
Morgan Stanley Smith Barney LLC 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 visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4046622 11/24
Securities Agent: IN, CT, WI, VA, PA, KS, NJ, MA, GA, VT, TN, OH, NY, NM, MN, IL, FL, AZ, WA, OK, CO, AL, SC, TX, NC, UT, OR, NV, IA, MO, LA, CA, NH, KY, MT, MI, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2508989
NMLS#: 2508989
About Ben Donathen
Ben Donathen works with affluent individual and institutional clients in the development and implementation of customized investment plans. With over 14 years of industry experience, Ben also consults clients on 401(k) plans, monitors the team’s financial planning, and is heavily involved in the team’s investment analytics. Ben is responsible for much of the team’s personal finance areas of focus (cash management and lending solutions, college savings, retirement savings, etc.).
Prior to joining Morgan Stanley, Ben served as a Financial Advisor at Stifel, Nicolaus & Company, Inc. He began his financial services career at American Funds, after earning his Bachelor of Arts degree in English from Wabash College.
Ben lives in Westfield, Indiana, with his wife, Jackie, and their three sons, Desh, Dax and Drex.
NMLS #2476791
(317) 818-7438
ben.donathen@morganstanley.com
Prior to joining Morgan Stanley, Ben served as a Financial Advisor at Stifel, Nicolaus & Company, Inc. He began his financial services career at American Funds, after earning his Bachelor of Arts degree in English from Wabash College.
Ben lives in Westfield, Indiana, with his wife, Jackie, and their three sons, Desh, Dax and Drex.
NMLS #2476791
(317) 818-7438
ben.donathen@morganstanley.com
Securities Agent: OH, AZ, NY, MI, KY, GA, FL, VA, MO, CA, MD, IL, SC, NM, NJ, MN, KS, UT, NV, IA, CO, WA, TX, TN, PA, NC, IN, CT, AL, OR, NH, MA, WI, VT, MT, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 2476791
NMLS#: 2476791
About Christy Holloway
Christy is an Assistant Vice President, Business Development Associate, that has spent 23 years working within the industry at Morgan Stanley. She currently holds the Series 7, 9,10, 63, and 66 licenses. Christy works directly with clients on their daily and short term financial needs. She also spent some of her time in management roles and is a mentor and leader among her peers.
Christy lives in a suburb on the west side of Indianapolis with her husband and has one son who is currently in college.
Christy lives in a suburb on the west side of Indianapolis with her husband and has one son who is currently in college.
Contact Joe Copeland
Contact Ben Donathen
Wealth Management
Global Investment Office
Portfolio Insights
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.
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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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
Rational Investing in an Age of Uncertainty
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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
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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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact The Elements 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan 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.
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.
5Alternative 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.
6Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan 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.
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.
5Alternative 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.
6Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)