Jason Jensen, CIMA®, CPM®, CFP®
Senior Vice President, Financial Advisor
Phone:
(618) 659-5757(618) 659-5757
The Gateway Group at Morgan Stanley
Direct:
(618) 659-5775(618) 659-5775
Toll-Free:
(800) 556-3606(800) 556-3606
Industry Award WinnerOur Mission Statement
Empowering clients by providing comprehensive wealth planning strategies for your life and legacy with confidence and clarity
Strong Relationships. Strong Advice.
The Gateway Group at Morgan Stanley, based in the greater St. Louis area, is a full-service provider of wealth management services to affluent investors, business owners, and physicians.
Successful wealth management is about more than numbers — it’s about building deep, enduring relationships. That’s why our first priority is to identify your most essential objectives before we make any recommendations to help you, your family or your business achieve them.
Once we understand your aspirations, challenges and optimal level of risk, we then develop a personalized plan designed to help you reach your financial goals, manage risk and achieve success on your own terms.
Successful wealth management is about more than numbers — it’s about building deep, enduring relationships. That’s why our first priority is to identify your most essential objectives before we make any recommendations to help you, your family or your business achieve them.
Once we understand your aspirations, challenges and optimal level of risk, we then develop a personalized plan designed to help you reach your financial goals, manage risk and achieve success on your own terms.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
What to Expect
Our wealth management approach focuses on you, your family and your career - where you are today and where you want to go. Together, we will work to build strategies to help you achieve your goals, navigating life's challenges and helping you make more informed decisions about your wealth.
1. Introductory Call
We begin with a conversation to understand your concerns and determine how we can add value. Since not every advisor is a good match for every client, we introduce you to our approach and share our fee structure. If we all agree to move forward, we schedule our next meeting and request important financial information.
2. Discovery Meeting
We continue the dialogue we started, learning about the values that shape your decisions and identifying any unique circumstances around your wealth. We review the documents you prepared and begin to define your priorities and timelines.
3. Plan Development
Here, we utilize industry-leading financial planning tools to develop a personalized and detailed financial plan with specific recommendations to help you grow, preserve and transfer your wealth. This serves as the foundation for building your initial plan, as well as future wealth management decisions.
4. Implementation
Upon your approval of our recommendations, we begin to implement the strategies outlined in the plan. Once assets have been transferred to Morgan Stanley and are aligned with your investment strategy, we walk you through the details of your new statement and introduce all of the tools and resources now available to you.
5. Ongoing Service and Care
Committed to a first-class experience, we focus on developing longstanding relationships that provide special value to you and your family. We speak with you regularly to provide updates on your accounts. We also monitor progress towards each of your goals, adjusting your financial plan accordingly as changes in your life occur.
Modern Wealth Management Tools
Morgan Stanley Online (MSO)
Allows you to conveniently and securely manage your account online or on your mobile device.
To learn more, and to log in click here
Morgan Stanley Mobile App
Access your account wherever, whenever using the Morgan Stanley Mobile App. It gives you the same capabilities as Morgan Stanley Online from the convenience of your phone.
To learn about the mobile capabilities and how to get the app, click here
Total Wealth View
The ability to view all of your assets and liabilities together, whether held at Morgan Stanley or elsewhere, enables us to advise with your entire financial picture in mind.
To learn more, click here
Goals Planning System (GPS)
GPS helps clients define what they want out of life, and then creates a financial framework to bring these goals to life.
To learn more, watch this video
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
To learn more, watch this video
E-Authorization
With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.
To sign up for E-Authorization log into MSO
E-Sign
E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork. There is no registration process for you to begin using E-Sign - all you need is a valid email address and phone number.
Click here to learn how to sign up
E-Delivery
E-Delivery allows you to securely save, print, send, and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
To learn more, click hereComprehensive Financial Planning
Regardless of what stage your life is in-moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisor, I can help you achieve your financial goals.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
We can create your personal roadmap to help achieve and protect your goals - a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
We can create your personal roadmap to help achieve and protect your goals - a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
LifeView® Intelligent Planning
LifeView® is a planning tool that helps you organize your financial life—bringing your goals, assets, and priorities into one clear picture. It then helps model different “what‑if” scenarios so you can make more informed decisions and track progress toward the outcomes that matter most.
Learn More About LifeView®
CashPlus: A Modern Alternative to Banking
Designed as a modern alternative to banking with all the capabilities to help you access, move, and manage cash how and when you need it. Plus unlock exclusive benefits such as unlimited ATM fee rebates worldwide, Identity & Credit Protection from Experian®, an Annual Engagement Bonus and more. You must be a Morgan Stanley client to open an account.
Learn About CashPlus Here
Intelligent Withdrawals
Realizing profits may seem like the best part of investing, but taxes can add up. Our analytics tool can help investors tap their portfolios in tax-savvy ways.
Tax-Aware Strategies
2026 Tax Tables
This helpful resource outlines the 2026 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
2026 Tax Tables
Manage Debt
We thoroughly review your mortgage, car loans. credit cards, and any other debts that you may have in order to help determine where you can save one interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Learn More
Retirement
Leading up to, and through retirement, we will help you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve your financial goals.
Learn MoreOur Designations
Our team’s professional designations reflect a commitment to advanced training and continuous learning so we can bring added perspective, discipline, and depth to the conversations that matter most to you. These credentials help us better evaluate complex planning needs, navigate life transitions, and tailor strategies that align with your goals and priorities.
CFP® - Certified Financial Planner® (Jason Jensen, Paul Baeske, Maxwell Elbe)
The Certified Financial Planner® designation is a formal recognition of experience in the areas of financial planning, taxes, insurance, estate planning strategies, and retirement saving. CFP® professionals must accrue several years of experience related to delivering financial planning services to clients and pass a comprehensive exam before calling themselves a CFP® Professional and are held to strict ethical standards to ensure financial planning recommendations are in the best interest of their clients.
CIMA® - Certified Investment Management Analyst® (Jason Jensen)
The Certified Investment Analyst® (CIMA®) designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy, and performance measurement. Candidates must have at least three years of financial services experience and a satisfactory record of ethical conduct, as determined by Investments & Wealth Institute Admissions Committee.
CPM® - Chartered Portfolio Manager® (Jason Jensen)
Chartered Portfolio Manager® is a professional designation offered by the Global Academy of Finance and Management (GAFM). A CPM® is someone who has a focus in portfolio management and can carry out investment decisions on behalf of individuals and institutions.
QPFC - Qualified Plan Financial Consultant (Paul Baeske, Maxwell Elbe)
QPFC is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans. The QPFC program teaches rules and skills required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
ChFC® - Chartered Financial Consultant® (Jason Jensen, Paul Baeske)
Advanced financial planning for every person and every need: that is the credo of the Chartered Financial Consultant® (ChFC®) designation program. ChFC® covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more. If you are looking for financial classes online that will give you a stronger baseline understanding of what it takes to be successful as a financial consultant, ChFC® certifications for financial advisors can help open doors and expand your business while putting you in a position to branch out and take your chartered financial practice to the next level.
Location
6181 Bennett Dr
Ste 200
Edwardsville, IL 62025
US
Direct:
(618) 659-5775(618) 659-5775
Toll-Free:
(800) 556-3606(800) 556-3606
Meet The Gateway Group
Paul Baeske, CFP®, ChFC®, QPFC
Senior Vice President, Wealth Advisor
Phone:
(618) 659-5758(618) 659-5758
David Elbe
Vice President, Wealth Management, Financial Advisor
Phone:
(618) 659-5759(618) 659-5759
Maxwell Elbe, CFP®, QPFC
Financial Advisor
Phone:
(618) 659-5764(618) 659-5764
Nicole Nonn
Portfolio Associate
Phone:
(618) 659-5775(618) 659-5775
Lilly Scott
Client Relationship Analyst
Phone:
(618) 659-5768(618) 659-5768
About Jason Jensen
Jason Jensen, CFP®,CIMA®, CPM®
First Vice President, Financial Advisor, Senior Portfolio Manager
NMLS 1482020
Since joining Morgan Stanley in 2001, Jason has worked closely with clients to help them make informed decisions about their financial lives. As a Financial Advisor, he focuses on creating and implementing customized investment strategies for individuals, families, and businesses, with an emphasis on understanding each client’s unique goals, priorities, and long-term vision. Before joining Morgan Stanley, Jason served as a Technical Analyst at Forsyth Securities.
Jason holds a Bachelor of Science degree in both Finance and Economics from Southern Illinois University Edwardsville, as well as an MBA with an emphasis in Finance. He further strengthened his investment and planning expertise by earning the Certified Investment Management Analyst designation through the University of Pennsylvania’s Wharton School of Business and the Certified Portfolio Manager designation from Columbia University. Jason is also a CERTIFIED FINANCIAL PLANNER® professional.
Jason and his wife, Michelle, live in Collinsville, Illinois, with their daughter, Makenna. In his spare time, Jason enjoys golfing and reading about history.
First Vice President, Financial Advisor, Senior Portfolio Manager
NMLS 1482020
Since joining Morgan Stanley in 2001, Jason has worked closely with clients to help them make informed decisions about their financial lives. As a Financial Advisor, he focuses on creating and implementing customized investment strategies for individuals, families, and businesses, with an emphasis on understanding each client’s unique goals, priorities, and long-term vision. Before joining Morgan Stanley, Jason served as a Technical Analyst at Forsyth Securities.
Jason holds a Bachelor of Science degree in both Finance and Economics from Southern Illinois University Edwardsville, as well as an MBA with an emphasis in Finance. He further strengthened his investment and planning expertise by earning the Certified Investment Management Analyst designation through the University of Pennsylvania’s Wharton School of Business and the Certified Portfolio Manager designation from Columbia University. Jason is also a CERTIFIED FINANCIAL PLANNER® professional.
Jason and his wife, Michelle, live in Collinsville, Illinois, with their daughter, Makenna. In his spare time, Jason enjoys golfing and reading about history.
Securities Agent: GA, IL, SC, NV, MO, KS, IA, AZ, AL, TN, OK, NJ, MN, MI, AR, NY, NH, MD, CA, TX, NC, VA, UT, OH, FL, CO, MS, ID, WV, NE, KY, WA, WI, MT, MA, IN; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1482020
NMLS#: 1482020
About Paul Baeske
Paul Baeske, CFP®, ChFC®, QPFC
First Vice President, Wealth Advisor, Senior Portfolio Manager
NMLS 1482024
Paul joined Morgan Stanley in 2002 as a Financial Advisor. Previously, he worked as a Technical/Investment Management Analyst at Smith Barney (a Morgan Stanley predecessor) in St. Louis, starting in 1998. At The Gateway Group, he assists in developing investment policies and conducting asset allocation analysis, investment manager evaluation, and performance reporting. Paul also implements estate planning strategies for both individual and business portfolios.
Prior to joining the firm, Paul served 11 years in the U.S. Air Force. He earned a BS degree in statistics from Southern Illinois University Edwardsville, as well as an MBA degree with a specialization in finance. Paul has earned the designations of Estate Planning Consultant, Chartered Financial Consultant™, and CERTIFIED FINANCIAL PLANNER™ practitioner.
Paul, his wife, Christy, son Doug, and daughter Madelynn, reside in Collinsville, Illinois.
First Vice President, Wealth Advisor, Senior Portfolio Manager
NMLS 1482024
Paul joined Morgan Stanley in 2002 as a Financial Advisor. Previously, he worked as a Technical/Investment Management Analyst at Smith Barney (a Morgan Stanley predecessor) in St. Louis, starting in 1998. At The Gateway Group, he assists in developing investment policies and conducting asset allocation analysis, investment manager evaluation, and performance reporting. Paul also implements estate planning strategies for both individual and business portfolios.
Prior to joining the firm, Paul served 11 years in the U.S. Air Force. He earned a BS degree in statistics from Southern Illinois University Edwardsville, as well as an MBA degree with a specialization in finance. Paul has earned the designations of Estate Planning Consultant, Chartered Financial Consultant™, and CERTIFIED FINANCIAL PLANNER™ practitioner.
Paul, his wife, Christy, son Doug, and daughter Madelynn, reside in Collinsville, Illinois.
Securities Agent: NE, NC, AZ, WV, MT, GA, CA, MO, MD, IN, MA, KS, TN, MS, FL, AL, WI, MI, IL, UT, ID, VA, NY, NV, NJ, KY, CO, AR, IA, OK, NH, SC, TX, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1482024
NMLS#: 1482024
About David Elbe
David Elbe
Financial Advisor
NMLS 1465504
David joined Morgan Stanley in 2008 as a Financial Advisor, bringing with him a strong background in relationship-building, client service and business management. Before joining the firm, he served as Director of Sales for Live Nation, where he had the opportunity to work with many accomplished professionals throughout the music industry. Prior to that, David spent 20 years managing his family’s grocery store business, Don’s IGA in Lebanon, Illinois.
Through these experiences, David developed a genuine appreciation for working closely with people—an approach that continues to serve him well in his role as a Financial Advisor. He values the opportunity to build meaningful relationships and help clients navigate important financial decisions with care and attention.
David attended Mississippi State University and Ranken Technical College, where he earned an Associate Degree in Architectural Technology. He and his wife, Tammy, live in Swansea, Illinois. Outside of work, David enjoys spending time with his family, especially his seven grandchildren, cheering on Ole Miss, and traveling to Florida
Financial Advisor
NMLS 1465504
David joined Morgan Stanley in 2008 as a Financial Advisor, bringing with him a strong background in relationship-building, client service and business management. Before joining the firm, he served as Director of Sales for Live Nation, where he had the opportunity to work with many accomplished professionals throughout the music industry. Prior to that, David spent 20 years managing his family’s grocery store business, Don’s IGA in Lebanon, Illinois.
Through these experiences, David developed a genuine appreciation for working closely with people—an approach that continues to serve him well in his role as a Financial Advisor. He values the opportunity to build meaningful relationships and help clients navigate important financial decisions with care and attention.
David attended Mississippi State University and Ranken Technical College, where he earned an Associate Degree in Architectural Technology. He and his wife, Tammy, live in Swansea, Illinois. Outside of work, David enjoys spending time with his family, especially his seven grandchildren, cheering on Ole Miss, and traveling to Florida
Securities Agent: MN, IN, MS, KS, IL, WI, TX, KY, FL, AZ, WV, NY, MA, GA, NV, CO, NJ, MI, VA, TN, OK, MO, IA, AR, AL, UT, NH, NC, MD, NE, ID, CA, SC, OH, MT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1465504
NMLS#: 1465504
About Maxwell Elbe
Maxx Elbe
Financial Advisor
Maxx Elbe joined Morgan Stanley as a Financial Advisor in January 2023. He takes a personal, relationship-driven approach to financial advice, taking the time to understand each client’s goals, concerns, and the people and priorities that matter most to them.
Before joining Morgan Stanley, Maxx worked as an Account Executive at Goosehead Insurance, where he discovered how much he enjoyed getting to know clients personally and helping them feel more confident about protecting their future. Today, he brings that same mindset to his work with individuals and families, helping them organize their financial lives, plan for meaningful goals, and navigate important decisions with clarity and confidence.
Maxx has earned the Financial Planning Specialist designation and, in 2025, achieved the CERTIFIED FINANCIAL PLANNER® certification - a mark held by professionals committed to a high standard of wealth planning advice, ongoing education, and ethical conduct.
Maxx graduated from the University of Mississippi in 2020 with a degree in Managerial Finance. Outside of work, he enjoys golfing, fishing, working out, and spending time with friends and family, including his seven nieces and nephews.
Financial Advisor
Maxx Elbe joined Morgan Stanley as a Financial Advisor in January 2023. He takes a personal, relationship-driven approach to financial advice, taking the time to understand each client’s goals, concerns, and the people and priorities that matter most to them.
Before joining Morgan Stanley, Maxx worked as an Account Executive at Goosehead Insurance, where he discovered how much he enjoyed getting to know clients personally and helping them feel more confident about protecting their future. Today, he brings that same mindset to his work with individuals and families, helping them organize their financial lives, plan for meaningful goals, and navigate important decisions with clarity and confidence.
Maxx has earned the Financial Planning Specialist designation and, in 2025, achieved the CERTIFIED FINANCIAL PLANNER® certification - a mark held by professionals committed to a high standard of wealth planning advice, ongoing education, and ethical conduct.
Maxx graduated from the University of Mississippi in 2020 with a degree in Managerial Finance. Outside of work, he enjoys golfing, fishing, working out, and spending time with friends and family, including his seven nieces and nephews.
Securities Agent: MA, NJ, MN, IA, SC, OH, KS, IL, ID, NY, MI, FL, MS, IN, CO, CA, AR, AL, WI, VA, NH, MO, UT, GA, TN, OK, NV, NC, AZ, KY, TX, MT, WV, NE, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2487628
NMLS#: 2487628
About Nicole Nonn
Nicole Nonn
Portfolio Associate
Nicole Nonn is a Portfolio Associate with more than 25 years of experience in the financial services industry. She began her career in Chicago with UBS Financial Services, where she supported a team focused on corporate cash management solutions. She later transferred to UBS in St. Louis, Missouri, where she worked closely with colleagues to implement and support advisory solutions for clients.
Nicole joined the Gateway Group in 2011. Today, she helps manage the Group’s day-to-day operations and plays an important role in delivering a high level of service to clients. Known for her organization, collaborative approach, and attention to detail, Nicole is dedicated to helping foster lasting client relationships.
Nicole earned her degree in Finance from Southern Illinois University Carbondale. Outside of work, she enjoys traveling and spending time with her husband and two children.”
Portfolio Associate
Nicole Nonn is a Portfolio Associate with more than 25 years of experience in the financial services industry. She began her career in Chicago with UBS Financial Services, where she supported a team focused on corporate cash management solutions. She later transferred to UBS in St. Louis, Missouri, where she worked closely with colleagues to implement and support advisory solutions for clients.
Nicole joined the Gateway Group in 2011. Today, she helps manage the Group’s day-to-day operations and plays an important role in delivering a high level of service to clients. Known for her organization, collaborative approach, and attention to detail, Nicole is dedicated to helping foster lasting client relationships.
Nicole earned her degree in Finance from Southern Illinois University Carbondale. Outside of work, she enjoys traveling and spending time with her husband and two children.”
About Lilly Scott
Lillyana Scott is a Client Relationship Analyst with the Gateway Group at Morgan Stanley. She previously interned with the Group over the past two summers.
Lillyana grew up in Breese, IL and recently graduated from the College of ACES at the University of Illinois with a degree in Financial Planning. Joining the firm in 2026, Lilly is excited to apply what she has learned and will be working toward her licensing, including the SIE, Series 7, and Series 66, and eventually her CFP certification.
Outside of work, she enjoys crocheting, listening to audio books, and trying new recipes from around the globe. She also enjoys taking road trips and antiquing. Lilly has been described by her mother as a “22- year-old old soul.”
Lillyana grew up in Breese, IL and recently graduated from the College of ACES at the University of Illinois with a degree in Financial Planning. Joining the firm in 2026, Lilly is excited to apply what she has learned and will be working toward her licensing, including the SIE, Series 7, and Series 66, and eventually her CFP certification.
Outside of work, she enjoys crocheting, listening to audio books, and trying new recipes from around the globe. She also enjoys taking road trips and antiquing. Lilly has been described by her mother as a “22- year-old old soul.”
Contact Jason Jensen
Contact Paul Baeske
Contact David Elbe
Contact Maxwell Elbe
Hear From Our Clients
I have had the pleasure of working with Jason, Paul, Nicole, David, and Maxx for the past 20 years, and I want to express my sincere appreciation for the exceptional service and professionalism they consistently provide. I deeply value their thoughtful guidance, responsiveness, and attention to detail in every interaction. In today’s financial environment, it is refreshing to work with a team that demonstrates integrity and an unwavering commitment to excellence.
Micki F.
Verified ClientJune 22, 2026
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
5285589 3/2026
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2026) Data compiled by SHOOK Research LLC based for the period 3/31/24-3/31/25.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Greg Cole
Private Banker
About Greg Cole
Greg Cole is a Private Banker serving Morgan Stanley Wealth Management offices in Missouri.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Greg began his career in financial services in 1999 and joined Morgan Stanley in 2011. Prior to joining the firm, he was a Regional Banking Consultant at Wells Fargo Advisors. Greg has also served as an Area Manager with JP Morgan Chase and was a Senior Mortgage Consultant in the Smith Barney division at CitiMortgage.
Greg is a graduate of Rockhurst University, where he received a Bachelor of Arts in Psychology. He and his family currently reside in O’Fallon, Missouri. Outside of the office, Greg enjoys spending time with his family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Greg began his career in financial services in 1999 and joined Morgan Stanley in 2011. Prior to joining the firm, he was a Regional Banking Consultant at Wells Fargo Advisors. Greg has also served as an Area Manager with JP Morgan Chase and was a Senior Mortgage Consultant in the Smith Barney division at CitiMortgage.
Greg is a graduate of Rockhurst University, where he received a Bachelor of Arts in Psychology. He and his family currently reside in O’Fallon, Missouri. Outside of the office, Greg enjoys spending time with his family and friends.
NMLS#: 801927
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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 Gateway 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.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 (“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 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.
7Annuities 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*.
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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.
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1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 (“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 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.
7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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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.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
