Phone:
(212) 603-6128(212) 603-6128
The Fixell-Langer Group at Morgan Stanley
Direct:
(212) 603-6259(212) 603-6259
Toll-Free:
(800) 843-0211(800) 843-0211
Our Mission Statement
We help multi-generational families navigate their complex financial lives by uncovering what matters most and pave a path to achieve their life goals.
Our Story and Services
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Planning Ahead
The Fixell-Langer Group makes it its mission to ensure you're covered in virtually all fronts. These resources can serve as your go-to-guides when it comes to your legacy and key life events. For better assistance, please contact us to schedule a meeting.
Lending
Morgan Stanley is the right firm to consult with for any lending needs. Morgan Stanley can provide qualified clients with financing solutions for almost any personal or business need. From funding your business to funding your child's education, you can rest assured that The Fixell-Langer Group will find the right solution for you.
Tax Strategies
Smart tax planning can help you save more for retirement and keep more of what you've already saved. Figuring out ways to minimize how much the IRS takes from your retirement money should be a central part of retirement planning. Allow The Fixell-Langer Group be part of your tax advisory board.
Tax StrategiesPartnering with Morgan Stanley
Partnering with the biggest wealth management firm has its perks. Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe and efficient. You will 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.
Morgan Stanley Online
• Mobile Banking: Take advantage of mobile check deposits, paying your bills online and sending money through Zelle; the fast and safe way to send and receive money.
• Rich Content: Gain access to up-to-date news, current market data, research, company profile and quotes.
Morgan Stanley Online• Rich Content: Gain access to up-to-date news, current market data, research, company profile and quotes.
Online Security Center
Our dedicated team of cybersecurity experts is drawn from former senior professionals at government security agencies and the technology industry.
In the unlikely event that cyber activity breaches our security measures, we will reimburse your losses on your Morgan Stanley accounts that are a result of the unauthorized access to our systems through no fault of your own.
Online Security CenterIn the unlikely event that cyber activity breaches our security measures, we will reimburse your losses on your Morgan Stanley accounts that are a result of the unauthorized access to our systems through no fault of your own.
Total Wealth View
Total Wealth View allows your advisor to view the complete picture of your financial situation. This avoids redundancy in investments that may lead to over exposure or capital inefficiency.
Total Wealth View
Aladdin
Aladdin, our new Portfolio Risk Platform, allows your advisor to view your risk and returns across all of your portfolios. Aladdin empowers clients with better analysis of specific risk drivers and models based on simulated markets and more.
Aladdin - Portfolio Risk PlatformOur Journey Together
As your dedicated wealth management advisor, we will formulate and implement a personalized financial strategy that encompasses virtually all facets of your financial wealth and health. Deploying a step-by-step process that keeps you informed, involved, and on-track is a priority.
Step 1: Discovery
We will get to know what you and your family value most when building the relationship. Regardless of your goals, we consider your entire financial and personal situation to carefully craft a financial strategy that is appropriate for you and your loved ones.
Step 2: Forming Your Strategy
Using your life goals and personal circumstances as a blueprint, we will create a risk-balanced strategy that maps out a clear path to help achieve your goals.
Step 3: Strategy Implementation
Coupled with Morgan Stanley's global suite of services, we will conduct careful research and analysis to help ensure that you make calculated and versatile action in all market situations.
Step 4: Ongoing Review
Once your plan is implemented, the work has just begun. We consult with you regularly to monitor the performance of your strategy to help ensure that you remain on-track towards your goals despite any changes in life or in the market.
KEY LIFE EVENTS
The Fixell-Langer Group makes it its mission to ensure you're covered in virtually all fronts. These resources can serve as your go-to-guides when it comes to key life events. For better assistance, please contact The Fixell-Langer Group to schedule a meeting.
Insurance
Insurance is a way of purchasing protection against the unexpected. A sound wealth plan involves more than seeking returns. Mitigating and managing risk plays a vital role in creating a robust plan. Understanding different types of insurance is the first step to deciding what's right for you.
Goal Planning System (GPS)
Many people put off thinking about the future. You can get a head start on key life stages. The Goal Planning System is dynamic and adaptive, setting your goals according to your needs. Learn about the GPS process and how it can help you build a prosperous future.
Long-Term Care
Long-term care insurance helps to pay the cost of a broad range of personal and custodial care services an individual may need over an extended period of time. The cost of long-term care services may not be covered under major medical plans or Medicare, and can be a threat to your retirement savings.
Tax Strategies
Smart tax planning can help you save more for retirement and keep more of what you've already saved. Figuring out ways to minimize how much the IRS takes from your retirement money should be a central part of retirement planning. Allow The Fixell-Langer Group be part of your tax advisory board.
Tax StrategiesLocation
55 East 52nd Street,
7th Fl
New York, NY 10055
US
Direct:
(212) 603-6259(212) 603-6259
Toll-Free:
(800) 843-0211(800) 843-0211
Meet The Fixell-Langer Group
Phone:
(212) 603-6259(212) 603-6259
Phone:
(561) 620-5073(561) 620-5073
Phone:
(212) 603-6111(212) 603-6111
Ana I. Veloso
Client Service Associate
Phone:
(212) 603-6223(212) 603-6223
About Daniel J Fixell
Dan Fixell is an Executive Director and Financial Advisor with the Fixell-Langer Group at Morgan Stanley. He began his investment career with the firm in 1993.
Dan started out his career with Morgan Stanley (formerly Smith Barney) working with professionals in the mental health field (psychologists, psychiatrists, and social workers) helping them establish and manage their retirement plans. Over the years, Dan branched off to work with high net worth families by helping them grow and preserve their wealth.
Dan has always administered a holistic approach with his clients working with them on estate planning strategies, insurance needs (life and long-term care ), 529 education plans as well as managing their general investments. Along with being a graduate of the University of Maryland with a BA in political science, Dan is also a certified financial planner (CFP®)
Dan and his wife, Robin, reside in New York City and are proud parents of two grown sons and three grandchildren. When not in the city, they spend time at their weekend home in Northwest, Connecticut where Dan bikes, exercises and enjoys working on his home. Dan and his wife enjoy spending their vacation time traveling the world to exotic and fun places. They have visited over 30 countries and continue to explore more.
Dan started out his career with Morgan Stanley (formerly Smith Barney) working with professionals in the mental health field (psychologists, psychiatrists, and social workers) helping them establish and manage their retirement plans. Over the years, Dan branched off to work with high net worth families by helping them grow and preserve their wealth.
Dan has always administered a holistic approach with his clients working with them on estate planning strategies, insurance needs (life and long-term care ), 529 education plans as well as managing their general investments. Along with being a graduate of the University of Maryland with a BA in political science, Dan is also a certified financial planner (CFP®)
Dan and his wife, Robin, reside in New York City and are proud parents of two grown sons and three grandchildren. When not in the city, they spend time at their weekend home in Northwest, Connecticut where Dan bikes, exercises and enjoys working on his home. Dan and his wife enjoy spending their vacation time traveling the world to exotic and fun places. They have visited over 30 countries and continue to explore more.
Securities Agent: NC, MO, MD, IL, IA, VT, MA, TX, ME, VA, SC, DC, AZ, AL, WI, NM, IN, FL, PA, CA, OR, ID, CO, WA, TN, OH, NY, CT, RI, NJ, NH, MI, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1262157
NMLS#: 1262157
About Brian D Langer
Brian Langer is a results driven Senior Portfolio Manager and Financial Advisor with the Fixell-Langer group at Morgan Stanley with over 20 plus years of industry experience. Given Brian’s distinctive background in senior roles in equity research and trading, he is well experienced to manage client’s assets through a deep understanding of the capital markets.
Brian earned a B.S.M from Tulane University in New Orleans and followed that up with an MBA in Finance from the Warrington School of Business at the University of Florida. Brian began his career in New York City in 1997 as an equity analyst with Alex Brown covering Food and Beverage companies. He later went on to be named Partner with a leading trading firm on the New York Stock Exchange. All these skills would provide the foundation for Brian to begin his Wealth Management career with Morgan Stanley in 2006.
Over the years, Brian has built a successful practice around advising families on how to better understand and manage their total financial wealth. Brian’s fundamental approach is always listening to what is important to clients and focus on a goals based practice. Brian focuses on providing tailored wealth management advice and solutions based on each client’s needs. Brian’s motivation is fueled by the significant impact he strives to have on the quality of his client’s lives.
Brian resides in Livingston, NJ with his wife Elissa and their children Ben and Nate. In his spare time, Brian loves to cook, play golf and spend time with family and friends.
Brian earned a B.S.M from Tulane University in New Orleans and followed that up with an MBA in Finance from the Warrington School of Business at the University of Florida. Brian began his career in New York City in 1997 as an equity analyst with Alex Brown covering Food and Beverage companies. He later went on to be named Partner with a leading trading firm on the New York Stock Exchange. All these skills would provide the foundation for Brian to begin his Wealth Management career with Morgan Stanley in 2006.
Over the years, Brian has built a successful practice around advising families on how to better understand and manage their total financial wealth. Brian’s fundamental approach is always listening to what is important to clients and focus on a goals based practice. Brian focuses on providing tailored wealth management advice and solutions based on each client’s needs. Brian’s motivation is fueled by the significant impact he strives to have on the quality of his client’s lives.
Brian resides in Livingston, NJ with his wife Elissa and their children Ben and Nate. In his spare time, Brian loves to cook, play golf and spend time with family and friends.
Securities Agent: WA, MT, CO, TX, VA, SC, NH, MI, IN, AZ, NJ, KY, CT, GA, AL, NC, VT, RI, NM, IL, CA, TN, PA, MO, FL, WI, ME, MD, ID, NY, OH, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1265082
CA Insurance License #: 0H53806
NMLS#: 1265082
CA Insurance License #: 0H53806
About Me
Arthur Langer is a Senior Vice President and Financial Advisor with the Fixell-Langer/Group at Morgan Stanley with over 55 years of investment experience as a financial advisor. After graduating from the Baruch College of the City University of New York in 1968, Art began his investment career as a financial advisor with E. F. Hutton in 1969 and has continuously served as a financial advisor since then. He has built a successful investment practice by identifying clients needs and helping them achieve those objectives. Arthur and his wife, Sharon, reside in Delray Beach, Florida eight months a year and in Hendersonville, NC for the summer months. They have two children, Brian and Amy, and four grandchildren, Spencer, Taylor, Ben and Nate. When not working, Art enjoys playing pickleball, golf, bridge, canasta and watching his grandchildren play sports.
Securities Agent: AZ, SC, RI, CO, PA, OH, NM, MI, IN, GA, MD, VT, TX, TN, VA, NY, NJ, NH, WI, WA, MO, CA, AL, NC, ME, IL, MA, FL, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 897168
NMLS#: 897168
About Andrew Fixell
Andrew Fixell is a Financial Advisor and Financial Planning Specialist with the Fixell‑Langer Group at Morgan Stanley, where he helps clients translate complex financial decisions into clear, actionable strategies. With a background shaped by financial marketing and classroom experience, Andrew is known for leading with an educator’s mindset, bringing patience, empathy, and a methodical approach to each client relationship.
After earning a scholarship, Andrew received his Bachelor’s degree from Case Western Reserve University in 2008 and later obtained a Master of Science in Teaching at Fordham University’s Graduate School of Education in 2012. Drawing on his years as a teacher, he prioritizes client understanding and long-term confidence by ensuring that each recommendation is accompanied by context, clear explanations, and practical next steps.
In his advisory work, Andrew specializes in supporting business owners—particularly those in healthcare-related fields and real estate, while also focusing on multi‑generational family wealth building. His planning approach is designed to be both comprehensive and implementable, helping clients coordinate retirement planning, education funding strategies, insurance and annuity funding, plus broader investment planning aligned to their goals.
Andrew lives in Ridgewood, New Jersey with his wife, Jessica, their daughter, Poppy, and their dog, Buddy. Outside the office, he enjoys photography and tennis and is an avid fan of documentary films and watching sports.
After earning a scholarship, Andrew received his Bachelor’s degree from Case Western Reserve University in 2008 and later obtained a Master of Science in Teaching at Fordham University’s Graduate School of Education in 2012. Drawing on his years as a teacher, he prioritizes client understanding and long-term confidence by ensuring that each recommendation is accompanied by context, clear explanations, and practical next steps.
In his advisory work, Andrew specializes in supporting business owners—particularly those in healthcare-related fields and real estate, while also focusing on multi‑generational family wealth building. His planning approach is designed to be both comprehensive and implementable, helping clients coordinate retirement planning, education funding strategies, insurance and annuity funding, plus broader investment planning aligned to their goals.
Andrew lives in Ridgewood, New Jersey with his wife, Jessica, their daughter, Poppy, and their dog, Buddy. Outside the office, he enjoys photography and tennis and is an avid fan of documentary films and watching sports.
Securities Agent: CO, OH, PA, VT, TX, CA, AZ, NC, MA, FL, NY, NJ, CT, IL, MD, ID, AL, TN, MO, MI, WI, WA, VA, IN, GA, SC, RI, NM, ME, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 2802936
NMLS#: 2802936
Contact Daniel J Fixell
Contact Brian D Langer
Contact Arthur Langer
Contact Andrew Fixell
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Fixell-Langer Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC 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.
6Morgan 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.
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 and other legal matters.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC 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.
6Morgan 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.
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 and other legal matters.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
