Peter L Siegel
Senior Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(404) 459-3825(404) 459-3825
The Glenridge Group at Morgan Stanley
Direct:
(404) 459-3865(404) 459-3865
Toll-Free:
(800) 825-7171(800) 825-7171
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
Our Story and Services
The Glenridge Group at Morgan Stanley is located in Atlanta, Georgia.
We use our knowledge and experience, working with high-net-worth individuals. We strive to empower you to master the ever-increasing complexities of holistic financial planning, risk assessment, asset management, and generational wealth transfers.
Coupling the full suite of Morgan Stanley’s analytical tools with our own decades of insights, we work with you to help ensure the wealth you have earned is preserved, not just so you can maintain your lifestyle, but also so it will be there for your family’s future generations.
A family legacy is more than just wealth transfer. We take a deep listening approach to our initial and regular meetings. Understanding not just your current financial situation, but your values, goals and aspirations are critical when creating your financial plan and tailoring your portfolio.
Values are at the core of our practice. We are family and community focused. We pride ourselves on taking a relationship-first approach to business. Once you begin working with The Glenridge Group, you become part of our extended family and community.
Disclosure:
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
We use our knowledge and experience, working with high-net-worth individuals. We strive to empower you to master the ever-increasing complexities of holistic financial planning, risk assessment, asset management, and generational wealth transfers.
Coupling the full suite of Morgan Stanley’s analytical tools with our own decades of insights, we work with you to help ensure the wealth you have earned is preserved, not just so you can maintain your lifestyle, but also so it will be there for your family’s future generations.
A family legacy is more than just wealth transfer. We take a deep listening approach to our initial and regular meetings. Understanding not just your current financial situation, but your values, goals and aspirations are critical when creating your financial plan and tailoring your portfolio.
Values are at the core of our practice. We are family and community focused. We pride ourselves on taking a relationship-first approach to business. Once you begin working with The Glenridge Group, you become part of our extended family and community.
Disclosure:
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process:
As your dedicated wealth management team, our role is to tailor a personalized financial strategy which fits your needs. In our experience working with clients, we have developed a step-by-step approach to service:
Discovery Process
We take the time to fully understand you and your family. Whether you’re planning for retirement, purchasing a home, or living out your golden years – we consider virtually all of your challenges, goals, and aspirations when building your financial picture.
Forming Your Strategy
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to helping achieve your success.
Implementing Your Plan
We apply extensive research and analysis, and also utilize Morgan Stanley’s full suite of resources, to help ensure swift decisive action in various market scenarios.
Measuring Your Success
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
Some of our areas of expertise include:
Business Planning
We can help you by sharing our experience in helping other business owners just like you. We have ideas and strategies to help you grow or sell a business.
Asset Management
Based on your goals, assets and input, we create an investment strategy tailored to your unique needs.
Financial Planning
Your goals, assets, liabilities and other important information are gathered and analyzed. We then use our perspective and experience with other unique clients like you to make recommendations on spending, giving and living.
Institutional Services
Institutional Wealth Services brings together Corporate Retirement Plans, Global Stock Plan Services, Graystone Consulting, Corporate Cash, Government Entities and Workplace Wealth Solutions.
Sustainable Investing
We can introduce you to the full scope of Morgan Stanley's sustainable investing innovations, products and solutions at the cutting-edge of the capital markets and investing.
Wealth Management
We take a holistic approach to bring all the aspects of your financial life together. We us our analysis and experience to develop a customized plan for you.
Alternative Investment
We can provide insight and recommendations to a number alternative investment products.
Banking and Lending Products
We can help fund your next big purchase with our complex strategies surrounding the banking and lending products we have.
Individual Plans for Individuals like you
Goals you set today will evolve over time. Our process is designed to evolve with them - and with the changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals.
Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your financial future and achieve your goals.
Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your financial future and achieve your goals.
Certified Financial Planning (CFP®)
CFP® Professionals have met extensive training and experience requirements, and commit to the CFP Board's ethical standards that require them to put their clients' interest first.
Jeff Stevenson holds this designation
Jeff Stevenson holds this designation
Goals Planning System (GPS)
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and effective platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Click Here to Learn MoreLifeView Intelligent Planning
Leveraging our LifeView Goal Analysis tool, we can work with you to create a personalized wealth strategy. Over time, we will adapt it to changing circumstances, helping you achieve your goals and protect what is meaningful to you.
LifeView Goal Analysis: Sample Client Profile
Spending and Budgeting tool
One way to manage savings is by using Morgan Stanley's Spending and Budgeting tool. This tool helps advisors monitor clients cash flows across both internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help clients achieve their goals by adjusting their spending behavior when necessary.
Click Here to Learn More
Aladdin - Portfolio Risk Tool
The Portfolio Risk Platform integrates the leading risk analytics engine into Morgan Stanley Wealth Management's platform to improve the quality, transparency and efficiency of the end to end risk management processes for the firm and our clients.
Click Here to Learn MoreLocation
5565 Glenridge Conn
Suite 1900
Atlanta, GA 30342
US
Direct:
(404) 459-3865(404) 459-3865
Toll-Free:
(800) 825-7171(800) 825-7171
Meet The Glenridge Group
Senior Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
Phone:
(404) 459-3807(404) 459-3807
Phone:
(404) 459-3820(404) 459-3820
Alicia Jordan
Portfolio Associate
Phone:
(404) 459-3865(404) 459-3865
About Peter L Siegel
Peter received his BS in Business Administration from Georgia State University in 1981. He entered the securities industry in 1982 and has been employed by Morgan Stanley and its predecessor companies since 1992. Peter and his wife Robin live in Sandy Springs and have two grown children, Andrew and EvaMarie. Peter’s hobbies include travel, hiking, golf, fishing and hunting.
With over 30 years of experience, Peter focuses his practice on serving the needs of corporate executives and higher net worth families through comprehensive financial planning, Executive Financial Services and the full resources of Morgan Stanley.
With over 30 years of experience, Peter focuses his practice on serving the needs of corporate executives and higher net worth families through comprehensive financial planning, Executive Financial Services and the full resources of Morgan Stanley.
Securities Agent: NM, AZ, FL, TX, MS, SC, MI, DC, AR, AL, VA, TN, OR, OH, NV, MO, IL, NC, KY, IN, DE, CO, MD, GA, WA, PA, NY, HI, CT, CA, IA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1274570
NMLS#: 1274570
About Jeffrey P Stevenson
Jeff began his career at Morgan Stanley in 1987 immediately following his graduation from Presbyterian College. Jeff earned a degree in Business Administration and in 2007 earned his board Certified Financial Planner designation.
Jeff’s “client first” philosophy focuses on the corporate executive and entrepreneurs throughout the country. The financial planning process addresses the unique needs of wealthy families by incorporating their goals into comprehensive and customized solutions.
Jeff has a wife, Amy, and two young adult daughters Grace and Piper. They love to travel, snow and water ski and spend time at their family’s lake cabin.
Jeff was named to the Forbes Best In State Wealth Advisors list in 2022.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Jeff’s “client first” philosophy focuses on the corporate executive and entrepreneurs throughout the country. The financial planning process addresses the unique needs of wealthy families by incorporating their goals into comprehensive and customized solutions.
Jeff has a wife, Amy, and two young adult daughters Grace and Piper. They love to travel, snow and water ski and spend time at their family’s lake cabin.
Jeff was named to the Forbes Best In State Wealth Advisors list in 2022.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Securities Agent: VA, HI, FL, IL, AL, CA, WA, AR, TX, TN, KY, IN, IA, AZ, PA, MS, MD, SC, OR, NY, NV, GA, DC, CO, MO, DE, CT, OH, NM, NC, MI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279559
NMLS#: 1279559
About Thomas H. Steele
Thomas is a Portfolio Manager, Financial Advisor, CEPA with Morgan Stanley Wealth Management based out of Atlanta, GA. With more than 10 years of experience working with high net worth individuals, business owners, and businesses.
Thomas aims to simplify the complex world of wealth management by providing a customized portfolio and financial plan tailored to each client’s wants, needs and goals. As a Certified Exit Planning Advisor (CEPA), he helps identify, preserve, build, harvest and manage wealth to assist business owners and their families through an ownership transition.
A native of Alabama and 2008 graduate of Auburn University, Thomas now resides in north Buckhead with his wife, Meredith, sons, Fitz and Max, and dog, Millie. They are active members of Peachtree Presbyterian Church, the Atlanta Auburn Club, Atlanta Track Club, Cherokee Town & Country Club and volunteers with the Leukemia & Lymphoma Society and Northside Youth Organization (NYO). Thomas enjoys cooking, playing golf and basketball, running, reading, writing and spending time with his family.
Thomas aims to simplify the complex world of wealth management by providing a customized portfolio and financial plan tailored to each client’s wants, needs and goals. As a Certified Exit Planning Advisor (CEPA), he helps identify, preserve, build, harvest and manage wealth to assist business owners and their families through an ownership transition.
A native of Alabama and 2008 graduate of Auburn University, Thomas now resides in north Buckhead with his wife, Meredith, sons, Fitz and Max, and dog, Millie. They are active members of Peachtree Presbyterian Church, the Atlanta Auburn Club, Atlanta Track Club, Cherokee Town & Country Club and volunteers with the Leukemia & Lymphoma Society and Northside Youth Organization (NYO). Thomas enjoys cooking, playing golf and basketball, running, reading, writing and spending time with his family.
Securities Agent: IN, MD, TN, NH, MT, KY, NC, CT, CA, NY, OR, MO, DE, MA, FL, WY, VT, SC, NV, NM, AZ, AL, WA, VA, TX, RI, PA, MI, ME, IA, HI, CO, MS, LA, KS, IL, GA, DC, AR, ID, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1049856
NMLS#: 1049856
About Alicia Jordan
Alicia has been with Morgan Stanley for over 28 years. In that time she has served as a member of the Morgan Stanley National Client Service Associate Council. Alicia takes pride in the customer service the team provides and enjoys the many client relationships she continues to develop.Alicia graduated from Western Washington University with a BA degree in Industrial Psychology and a Minor in Business. Alicia and her husband Brian recently relocated to the Atlanta area. They have two grown children, Francesca and Dylan and just welcomed their first grandson Jackson. Alicia is excited to enter the phase in her life where she can travel to the many countries on her list of must visits. Series 7, 31, 63, and 65 Licensed
Contact Peter L Siegel
Contact Jeffrey P Stevenson
Contact Thomas H. Steele
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
Jason Taggart
Private Banker
About Jason Taggart
Jason Taggart is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Georgia.
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.
Jason began his career in financial services in 2002, and joined Morgan Stanley in 2014. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as an Operations Supervisor at PHH Mortgage.
Jason is a graduate of Florida State University, where he received both a Bachelor of Science in Finance and a Master of Business Administration in Finance. He lives in Sandy Springs, Georgia with his family. Outside of the office, Jason enjoys spending time with family, attending his kids sporting events, traveling, watching college football, and coaching his daughters’ softball team.
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.
Jason began his career in financial services in 2002, and joined Morgan Stanley in 2014. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as an Operations Supervisor at PHH Mortgage.
Jason is a graduate of Florida State University, where he received both a Bachelor of Science in Finance and a Master of Business Administration in Finance. He lives in Sandy Springs, Georgia with his family. Outside of the office, Jason enjoys spending time with family, attending his kids sporting events, traveling, watching college football, and coaching his daughters’ softball team.
NMLS#: 652503
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
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
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
Article Image
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 Glenridge 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 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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
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 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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
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)
