Ira Feld, C(k)P
Managing Director, Wealth Management, Financial Advisor
Phone:
(225) 237-3135(225) 237-3135
The Feld Weinstein Group at Morgan Stanley
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Us
The Feld Weinstein Group at Morgan Stanley offers a diverse team of professionals with over 90 years of combined wealth management experience located in Baton Rouge, La. Our team seeks to deliver the intimacy of a boutique-like setting with the resources of our veteran six person team. We strive to exceed your needs and expectations by dedicating significant time and attention from our entire team to you. We believe our deliberately low client to staff ratio gives us freedom to create an attentive and highly professional environment for each client. Our team is dedicated to delivering customized financial strategies and advice that go beyond investing in stocks and bonds to address every aspect of your financial needs. We care about our clients and serve as a vital link to the vast resources at Morgan Stanley.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
GOALS-BASED WEALTH MANAGEMENT PROCESS
As your team of Financial Advisors, our role is to help you develop a strategy that lays our a path to your goals that you can follow, knowing you are making informed, confident decisions in the face of today's complex financial markets. We utilize a goals-based process that enables us to design and implement appropriate solutions to empower you to achieve and maintain financial success.
Our Experience and Guidance Can Make a Difference
Managing a comprehensive retirement plan for your organization takes a unique set of skills. As a fiduciary, you are responsible for selecting and monitoring service providers and investments, while also being committed to understanding and implementing ERISA regulations. You must also continue to create fresh strategies to encourage your employees to take full advantage of the program. For many plan sponsors, these responsibilities can be overwhelming.
That’s where we can help.
At The Feld Weinstein Group, we have access to world class resources that are designed specifically to help tackle the hurdles you and your employees face and the knowledge and experience to address those challenges now and in the future. Our priority is to understand and consult on the specific needs of you and your employees in a collaborative, professional and educational manner— one that places your goals at the center of our relationship.
As seasoned professionals who focus on the retirement plan industry, we know
first hand how to get to the heart of what matters most. We also know what it
takes to achieve results and drive outcomes by fully leveraging valuable resources to support your vision. We’ve built our practice around customizing financial solutions for organizations just like yours.
Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.
That’s where we can help.
At The Feld Weinstein Group, we have access to world class resources that are designed specifically to help tackle the hurdles you and your employees face and the knowledge and experience to address those challenges now and in the future. Our priority is to understand and consult on the specific needs of you and your employees in a collaborative, professional and educational manner— one that places your goals at the center of our relationship.
As seasoned professionals who focus on the retirement plan industry, we know
first hand how to get to the heart of what matters most. We also know what it
takes to achieve results and drive outcomes by fully leveraging valuable resources to support your vision. We’ve built our practice around customizing financial solutions for organizations just like yours.
Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.
Corporate Retirement Director
- Identified by Morgan Stanley as retirement-focused Financial Advisors
- Have a proven track record working with corporate and institutional clients
- Achieved stringent requirements with regard to number and size of retirement plans serviced
- Hold an external retirement-focused designation with ongoing continuing education requirements
Client Service Model
- Retirement Readiness of Your Employees
- Help Manage Your Fiduciary Risk and Responsibilities
- Aim to Provide Overall Satisfaction With Your Retirement Plan
Location
400 Convention St
Ste 400
Baton Rouge, LA 70802
US
Direct:
(225) 237-3128(225) 237-3128
Meet The Feld Weinstein Group
David Weinstein
Managing Director, Wealth Management, Financial Advisor, Alternative Investments Director
Phone:
(225) 237-3140(225) 237-3140
Sergio Collette, CFP®
Vice President, Wealth Management, Financial Advisor
Phone:
(225) 237-3119(225) 237-3119
Brandon Chagnard, CFP®
Assistant Vice President, Wealth Management, Financial Advisor, Family Wealth Advisor
Phone:
(225) 237-3109(225) 237-3109
Cherie Carmena
Client Service Associate
Phone:
(225) 237-3154(225) 237-3154
Claire McVea
Client Service Associate
Phone:
(225) 237-3128(225) 237-3128
Garrett Gamble
Client Service Associate
Phone:
(225) 237-3126(225) 237-3126
About Ira Feld
For more than 35 years, Ira has provided financial and wealth management advice to corporations, institutional investors and high net worth individuals. He began his career in the institutional fixed income trading departments of prominent Wall Street firms including Citibank, NA and Credit Suisse. Ira joined Merrill Lynch in 1995 where he earned several internal designations to provide consulting services to large corporate and institutional retirement plans. In addition, Ira recently earned his C(k)P® at UCLA Anderson School of management Executive Education. The C(k)P® Certified 401(k) Professional designation represents the pinnacle of achievement for the professional Retirement Plan Advisor. Today, Ira is a Managing Director and Financial Advisor with Morgan Stanley Wealth Management in Baton Rouge. Ira earned his undergraduate degree from Tulane University’s A.B. Freeman School of Business and most recently earned his Masters of Business Administration from Louisiana State University. Ira and his wife Carla live in Baton Rouge and together they have one daughter, Gabrielle. In his free time Ira enjoys playing tennis and golf.
Securities Agent: AL, LA, DE, WY, WA, OK, MI, FL, CT, VA, AZ, AR, PR, OH, MO, KY, ID, MN, PA, NE, MT, MD, CA, AK, TN, WV, UT, RI, CO, NJ, ND, NC, GA, TX, OR, NY, IN, VI, SC, NH, MS, MA, KS, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 509694
NMLS#: 509694
About David Weinstein
David joined Morgan Stanley in Baton Rouge in 2016 as a Managing Director. David is recognized by the firm as an Alternative Investments Director as he helps clients navigate the vast options available in private equity, real estate, and other areas of the alternative asset space. David helps successful families, business owners and ultra-high net worth individuals manage their wealth. He creates wealth management strategies for high net worth individuals and their families and is responsible for enhancing and establishing client relationships. David enjoys building long-term, successful client relationships while helping clients pursue their financial goals and is also instrumental in identifying and implementing many of the tactical investment strategies that the team employs. Originally from Opelousas, David is a graduate of Louisiana State University and resides in Baton Rouge with his wife and their two children.
Securities Agent: UT, TX, SD, SC, RI, PR, PA, CT, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NY, OH, OK, OR, TN, AK, AL, AR, AZ, CA, CO, WY, WV, WA, VI, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 509690
NMLS#: 509690
About Sergio Collette
Sergio joined Morgan Stanley as a Financial Advisor and has been an integral part of the Feld Weinstein Group since 2006. Sergio graduated from Louisiana State University with a degree in Economics. Sergio works hand-in-hand with Ira and David in investment management, ongoing client support and growth of the business. He is dedicated to building personal relationships and guiding clients through their wealth management strategies to help them pursue their long-term and short-term financial goals. Sergio also assists with managing the daily operations of the team and helps to coordinate the team’s internal processes, which are designed to provide clients with a high-quality service experience. Sergio lives in Baton Rouge with his wife Rebecca and their two children, Sloane and Grey. In his free time Sergio enjoys staying active, working in the yard, and volunteer coaching his children’s sports teams.
Securities Agent: CO, FL, WY, VI, OR, IL, DE, CA, TN, WV, TX, SC, OK, MI, MD, MA, WA, VA, RI, NY, ND, MN, PR, NC, AL, OH, AR, PA, MS, KS, ID, CT, UT, LA, KY, AZ, AK, MO, SD, NH, IN, NJ, MT, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 509688
NMLS#: 509688
About Brandon Chagnard
Brandon joined Morgan Stanley as a Financial Advisor and has been an integral part of the Feld Weinstein Group since 2011. Brandon studied at West Virginia Wesleyan College and graduated from the University of New Orleans. He primarily focuses on assisting the team with portfolio maintenance and performance reporting. Brandon supports the clients in their day-to-day needs and in executing daily investment activities. He brings dedication and enthusiasm to working with clients and his goal is to offer unsurpassed service and support to enhance the overall client experience. As part of Brandon's ongoing commitment to better serve the needs of you and your family, he has completed two accreditation programs focused on the skills needed to deliver comprehensive, family-centric wealth management - Morgan Stanley's Family Wealth Advisor designation and Certified Financial Planner. Brandon lives in Baton Rouge with his wife Amy and their two children, Leo and Quinn. He plays golf and enjoys throwing the frisbee for his border collie, Pippa. He also plays soccer in his free time and his team was the over 30 national champion in 2022.
Securities Agent: CA, VI, SD, RI, OH, MI, MA, ID, AK, NY, MS, CO, VA, TX, MN, MD, WY, MT, FL, AL, WA, NH, IL, UT, TN, OR, NC, KS, GA, AR, SC, PA, DE, WV, OK, NJ, MO, IN, AZ, PR, ND, LA, KY, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 944242
NMLS#: 944242
About Cherie Carmena
Cherie joined Morgan Stanley as a Client Service Associate and has been an integral part of the Feld Weinstein Group since 2015. She responds to all service requests helping ensure that clients receive the highest possible level of service and helps clients learn about the many services we provide. She is dedicated to the efficient administration of accounts and assists with asset acquisition and transfers for new relationships. Her goal is to provide world-class service in a prompt and professional manner in order to help eliminate stress from your daily routine for financial matters. Cherie is a graduate of Louisiana State University and lives in Pride with her husband Nick and two children, Kason and Cash. In her free time, she enjoys playing golf, watching her sons play sports, and spending time with family fishing, camping, and spending time outdoors. She also enjoys planning and organizing and practicing piano.
About Claire McVea
Claire joined Morgan Stanley and The Feld Weinstein Group in August of 2022 after working in Human Resources and Politics. She earned her securities license in December of 2022. She is a fully registered Service Associate and assists in a variety of administrative and support functions. She feels that clients are a team's most important asset, and she is dedicated to providing attentive and knowledgeable customer service. She helps clients with online services, fund transfers, ongoing communication, and other client requests. Claire is a graduate of Tulane University and lives in Baton Rouge with her husband, Stephens, and their daughter, Lilley. She enjoys traveling, reading, walking with friends, and visiting family in St. Francisville and Covington, LA.
About Garrett Gamble
Garrett recently joined Morgan Stanley in May 2024 bringing over a year of experience from a registered investment advisor. He is committed to delivering exceptional service to clients. He is equally committed to assisting clients achieve their financial objectives and help to increase their confidence. Garrett graduated summa cum laude with a degree from Louisiana State University in Finance in 2023. He was also a recipient of LSU's distinguished University Medal. Garrett lives in Baton Rouge and enjoys playing sports such as golf and soccer, going fishing, and spending time with friends and family.
Contact Ira Feld
Contact David Weinstein
Contact Sergio Collette
Contact Brandon Chagnard
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
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
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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.
Ready to start a conversation? Contact The Feld Weinstein 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.
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 Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Alternative 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.
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.
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 Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Alternative 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.
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.
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)
