The Flury Williams Group at Morgan Stanley

At Morgan Stanley Wealth Management, we offer access to extensive resources, combined with our capabilities, that gives us the means to support your goals at every life stage. We provide a range of strategies to meet you where you are—no matter your starting point or preferred investing approach. We understand that as family or institutional wealth increases, the implementation of investment strategies becomes increasingly complex end portfolios require.

We take a holistic approach to managing your finances by identifying risk outliers and understanding the Impact of market scenarios. We leverage Morgan Stanley's Portfolio Risk Platform and the risk analytics integrated to understand risk insights across thousands of risk factors. We can instantly analyze an entire portfolio, including assets held elsewhere, which helps identify and mitigate your risk.

We study investment trends and leverage the global
resources of the firm to help you develop a personalized
investment strategy. We'll develop a customized portfolio
to meet your requirements for growth, income and wealth
conservation within your risk constraints. Our experience,
training and investment philosophy offer guidance—both
in ongoing portfolio management decisions end
understanding investment risk while keeping your long-
term goals in view.

Retirement Planning
We are here to help you create a well-rounded planning approach for retirement and create your estate planning strategy designed to preserve, manage, and distribute your assets during and after your lifetime, while helping to minimize taxation. We are here to help manage your employer's retirement plan (i.e. 401(k) plan), identify your personal goals, track your progress toward achieving them and work together to create a customized plan.

As a client, you will have access to a suite of cash management solutions as a competitive alternative to a traditional bank. Through your Morgan Stanley Active Assets Account or CashPIus Brokerage Account, you can access a full suite of Cash Management Solutions to help you manage your everyday finances. Additionally, we're able to provide qualified clients with financing solutions for almost any personal or business need using the eligible securities in your brokerage account as collateral for a flexible line of credit.

A 529 account can help you pave the way for a loved one on the path to success, while both reducing the income taxes on your investments and the taxable value of your estate for federal estate tax purposes. The combination of income tax free growth and withdrawal potential, estate tax benefits, attractive continuous-control features, and versatility to address circumstances as they arise make 529 plans an education investment vehicle of choice.

Forbes Best-In-State Wealth Advisor recognition is awarded to exceptional financial professionals who exhibit outstanding expertise, client dedication, and ethical practices, Those top-tier advisors posses a proven track record in wealth management and demonstrate prowess in strategic financial planning, client-centric approach, and adherence to ethical standards. They stand out for their proven track record in optimizing clients' financial landscapes and objectives.

Source:
​2019-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded ​2019-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Forbes Top Next-Gen Wealth Advisor Best-In-State recognition is awarded to distinguished financial experts who excel in managing and preserving multi-generational wealth. These advisors exhibit mastery in strategic inheritance planning, intergenerational wealth transfer, and comprehensive financial guidance, ensuring the seamless preservation and growth of gamily legacies.

Source:
​Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.

Five Star Wealth Managers Award is granted to advisors based on an in-depth research methodology that includes ten objective criteria, including an advisor’s credentials, time in the financial services industry, favorable regulatory and complaint history, and client retention rate. It demonstrates competence and integrity of the financial advisor

Source:
Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2019) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period between 4/1/2019-11/13/2019

The Family Wealth Director designation within Morgan Stanley is awarded to a highly trained group of select Financial Advisors serving an elite clientele facing more complex wealth management challenges. Family Wealth Directors within Morgan Stanly have extensive experience, specialized training and the resources to address planning for ultra-high net worth families in the areas of wealth transfer, business succession planning, asset protection, family governance and wealth education.

​Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/17 - 6/30/18. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.

"​Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/18 - 3/31/19. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC"

"This award was issued in 2019 based on the evaluation process below. This evaluation was conducted by Five Star Professional (FSP) for the period from 4/1/19 - 11/13/19 that considered, among other factors, the following:
• Favorable regulatory and complaint history review. As defined by FSP, the wealth manager has not: 1.) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; 2.) Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP’s consumer complaint process.
• Personal bankruptcy filing within the past 11 years.
• Termination from a financial services firm within the past 11 years.
• Conviction of a felony.
• One-year client retention rate.
• Five-year client retention rate.

Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC"

Morgan Stanley Online digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps.

The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. This new tool allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile

E-sign revolutionizes the way you sign documents. IT offers speed, convenience, allowing you to sing contract, agreements, and forms online. Say goodbye to printing, scanning, and mailing - e-sign simplifies documents handling for a more efficient and eco-friendly experience.

eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.

We take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.

The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. This new tool allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.