Robert Labriola, QPFC, CRD®
Managing Director, Financial Advisor, Portfolio Manager, Global Sports and Entertainment Director
Phone:
(833) 721-4055(833) 721-4055
The Grand Central Group at Morgan Stanley
Direct:
(833) 721-4055(833) 721-4055
Our Mission Statement
The Grand Central Group is dedicated to making a meaningful difference in the lives of our clients through exceptional personal service and world-class wealth management solutions.
Our Story and Services
At Morgan Stanley, our team is dedicated to helping individuals, families, and businesses preserve, grow, and plan their wealth with confidence. With a client-first philosophy, we offer customized financial strategies and tailored investment solutions designed to meet each client’s unique needs, priorities, and long-term goals.
A cornerstone of our team is a senior financial advisor with over 34 years of industry experience. His decades of insight and perspective allow him to connect with clients from all walks of life—whether navigating the complexities of retirement, managing generational wealth, or building a financial foundation from the ground up. His approach is rooted in understanding, trust, and a genuine commitment to helping each client feel seen, heard, and supported.
Our broader team brings deep industry experience and a shared commitment to comprehensive wealth planning—encompassing investment management, retirement planning, risk mitigation, estate strategies, and tax-efficient solutions. We work closely with our clients to navigate life’s complexities and market dynamics, ensuring their financial plans remain aligned with both current needs and future aspirations.
Rooted in trust, integrity, and personalized service, we are proud to build lasting relationships and provide the clarity and confidence our clients need to move forward with purpose.
A cornerstone of our team is a senior financial advisor with over 34 years of industry experience. His decades of insight and perspective allow him to connect with clients from all walks of life—whether navigating the complexities of retirement, managing generational wealth, or building a financial foundation from the ground up. His approach is rooted in understanding, trust, and a genuine commitment to helping each client feel seen, heard, and supported.
Our broader team brings deep industry experience and a shared commitment to comprehensive wealth planning—encompassing investment management, retirement planning, risk mitigation, estate strategies, and tax-efficient solutions. We work closely with our clients to navigate life’s complexities and market dynamics, ensuring their financial plans remain aligned with both current needs and future aspirations.
Rooted in trust, integrity, and personalized service, we are proud to build lasting relationships and provide the clarity and confidence our clients need to move forward with purpose.
Services Include
- Alternative InvestmentsFootnote1
- Business Succession PlanningFootnote2
- Corporate Investment SolutionsFootnote3
- Estate Planning StrategiesFootnote4
- Endowments and FoundationsFootnote5
- Executive Financial ServicesFootnote6
- Cash Management and Lending ProductsFootnote7
- Philanthropic ManagementFootnote8
- Professional Portfolio ManagementFootnote9
- Wealth PlanningFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
RESEARCH AND DIGITAL TOOLS
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, as well as a complete view of your assets and liabilities whether they are held at Morgan Stanley or elsewhere.
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC On the Markets
The Global Investment Committee provides commentary on the economy, a deeper look at the indexes, and industry trends for the month.
MANAGING FAMILY WEALTH
Our team delivers a full range of expertise to help address different aspects of your financial life to mitigate taxes, transfer wealth, enhance philanthropic impact, reduce family conflict, and manage the affluent lifestyle.
Philanthropic Planning
Many of us prefer to combine our support for the causes and people we care about with a desire to save on taxes. Fortunately, there are strategies that may help us accomplish both. Whether you want to donate to charity or invest in a loved-one's future, consider these tax‐smart ways to help make your giving go further.
Signature Access
A broad range of specialty services are available to enrich and enhance the health, safety, comfort, and interests of affluent families, from private aviation, personal security, art advisory, and household staffing, to private health advisory services and advisory services for single family offices.
Trust and Estate Planning
We analyze our client's tax and estate structures so that their tax characteristics are accurately incorporated in their asset allocation strategy.
Family Governance
Particularly in the case of an ultra high net worth family engaged in a common enterprise, such as running a family business, operating a family office, or simply investing together as a family, it's extremely important to have a sound framework within which to make decisions - in other words, a family governance system.
Wealth Education
Achieving your investment goals isn't just about maximizing returns. Reducing tax liabilities in your portfolio can also play a key role in helping you build wealth over the long run. As you review your income and portfolio, consider these steps to help reduce taxes on your investments.
Cybersecurity
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
SOLUTIONS AT EVERY STAGE
Our investment strategies utilize Morgan Stanley's many resources and are customized to help give each client what they want, and need, at every stage of their financial life through retirement, taking into consideration taxes, estate planning, philanthropy and any other goals clients may have.
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Donor Advised Funds (DAF)
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
Corporate Retirement Solutions
For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work and the right tools to achieve. Our team provides a comprehensive suite of solutions and investment experience to help you with your investment responsibilities and help your employees achieve their goals.
Global Sports and Entertainment
Morgan Stanley Global Sports & Entertainment was developed to respond to the specific needs of sports and entertainment professionals at every stage of their careers. We understand the complexities and pressures facing high-achieving professionals in the sport and entertainment industries.
Equity Compensation
For many, equity in their company is an important piece of their full financial picture and since everyone's situation is unique, we can help create a plan that caters specifically to your needs and goals
Managing Concentrated Equity Positions
We can help qualified investors unlock solutions that enable you to diversify in a tax-smart way.
Our Four-Step Wealth Management Process
Understand Your Situation
We get to deeply understand your complex and unique financial situation. We access your goals, your risk concerns, and your legacy priority.
Develop a Plan
Our comprehensive, goal based plans are tailored to your needs, reflect our "out of the box" thinking, and address wealth preservation strategies through legacy planning.
Implement Strategy
Backed by the global resources of one of the world's largest wealth management firms, we are able to address complex financial situations as we execute your investment strategy and implement your wealth management plan.
Monitor
Ongoing monitoring helps you stay the course, coordinate with other professionals, and enables us to scan for both threats and opportunities to help ensure clients avoid financial pitfalls.
Location
8889 Pelican Bay Blvd
Suite 300
Naples, FL 34108
US
Direct:
(833) 721-4055(833) 721-4055
Meet The Grand Central Group
Gregory Pappicco, CFP®, CRPC™
Vice President, Director of Investments
Phone:
(212) 603-6141(212) 603-6141
AnnMarie Gunther, AAMS™
Vice President, Group Director
Phone:
(212) 603-6196(212) 603-6196
Jillian Dean
Senior Registered Client Service Associate
Phone:
(212) 603-6232(212) 603-6232
Robbie Labriola
Investment Consultant
Phone:
(212) 603-6254(212) 603-6254
Giancarlo Barone, CIMA®
Investment Consultant
Phone:
(212) 603-6133(212) 603-6133
Lucas Bueno
Registered Client Service Associate
Phone:
(212) 603-6241(212) 603-6241
About Me
Rob Labriola is the founding partner of The Grand Central Group, where he leads a team of dedicated professionals committed to delivering one of the most comprehensive wealth management experiences in the industry today. With a client-first philosophy and a keen eye for strategy, Rob focuses on assembling top-tier talent to meet the complex financial needs of a diverse client base.
With over 34 years of experience managing assets and liabilities, Rob has worked with clients across the spectrum—business owners, C-suite executives, multi-generational ultra-high-net-worth families, endowments, foundations, and pension funds. His deep expertise allows him to craft tailored solutions that align with each client’s unique financial goals.
As a qualified Portfolio Manager, Rob not only offers traditional financial planning and asset allocation advice but also personally manages the GCG Large Cap Value investment discipline for suitable clients. This customized strategy, combined with carefully selected third-party managers, forms the foundation of a well-diversified portfolio. Guided by the insights of Morgan Stanley’s Global Investment Committee, Rob leverages both strategic and tactical asset allocation models to deliver best-in-class investment solutions.
Rob holds an MBA from the Lubin School of Business at Pace University and a BA in European History from Furman University. He maintains Series 7, 31, 63, and 65 FINRA registrations, along with state insurance licenses.
Outside the office, Rob is an active member of several clubs including Whippoorwill Golf Club in Armonk, NY; New York Athletic Club in Manhattan and Pelham Manor; Spring Lake Bath & Tennis in Spring Lake, NJ; Club Pelican Bay in Naples, FL; and the Campfire Club of America in Chappaqua, NY. He is also the President and Founder of the Katonah-Lewisboro Community Tennis Association and Chairman Emeritus of Boys and Girls Towns of Italy (also known as A Chance in Life).
Rob resides in Naples, Florida with his wife of 31 years and is the proud father of three adult children, all living in Manhattan.
With over 34 years of experience managing assets and liabilities, Rob has worked with clients across the spectrum—business owners, C-suite executives, multi-generational ultra-high-net-worth families, endowments, foundations, and pension funds. His deep expertise allows him to craft tailored solutions that align with each client’s unique financial goals.
As a qualified Portfolio Manager, Rob not only offers traditional financial planning and asset allocation advice but also personally manages the GCG Large Cap Value investment discipline for suitable clients. This customized strategy, combined with carefully selected third-party managers, forms the foundation of a well-diversified portfolio. Guided by the insights of Morgan Stanley’s Global Investment Committee, Rob leverages both strategic and tactical asset allocation models to deliver best-in-class investment solutions.
Rob holds an MBA from the Lubin School of Business at Pace University and a BA in European History from Furman University. He maintains Series 7, 31, 63, and 65 FINRA registrations, along with state insurance licenses.
Outside the office, Rob is an active member of several clubs including Whippoorwill Golf Club in Armonk, NY; New York Athletic Club in Manhattan and Pelham Manor; Spring Lake Bath & Tennis in Spring Lake, NJ; Club Pelican Bay in Naples, FL; and the Campfire Club of America in Chappaqua, NY. He is also the President and Founder of the Katonah-Lewisboro Community Tennis Association and Chairman Emeritus of Boys and Girls Towns of Italy (also known as A Chance in Life).
Rob resides in Naples, Florida with his wife of 31 years and is the proud father of three adult children, all living in Manhattan.
AL, AZ, CA, CO, CT, DC, FL, IN, KY, MD, MI, NC, NH, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI, WV
About Gregory Pappicco
Gregory Pappicco is the Director of Investments for the Grand Central Group at Morgan Stanley, bringing over 16 years of experience in wealth management. In his role, Greg works closely with his senior partner to develop customized investment strategies, create and manage personalized financial plans, and co-manage the GCG Large Cap Value portfolio. He also provides guidance to corporate retirement plans, assisting with investment management, employee enrollment meetings, ongoing education, and helping plan sponsors fulfill their fiduciary duties.
Greg holds a B.S. in Sports Management from James Madison University and a B.S. in Finance from Rutgers University-Newark. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Retirement Planning Counselor®(CRPC®), and holds Series 7, Series 66, and Life & Health licenses.
Outside of work, Greg lives in New York with his wife, Lindsey, and their three children. He is an active member of his community and is passionate about coaching youth sports, including lacrosse, soccer, and CYO basketball. An avid outdoorsman, Greg enjoys golfing, fly fishing, and spending time near the water with family and friends.
Gregory.Pappicco@morganstanley.com
(212) 603-6141
Greg holds a B.S. in Sports Management from James Madison University and a B.S. in Finance from Rutgers University-Newark. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Retirement Planning Counselor®(CRPC®), and holds Series 7, Series 66, and Life & Health licenses.
Outside of work, Greg lives in New York with his wife, Lindsey, and their three children. He is an active member of his community and is passionate about coaching youth sports, including lacrosse, soccer, and CYO basketball. An avid outdoorsman, Greg enjoys golfing, fly fishing, and spending time near the water with family and friends.
Gregory.Pappicco@morganstanley.com
(212) 603-6141
About AnnMarie Gunther
AnnMarie is a Group Director and Chief Operating Officer (COO) for The Grand Central Group at Morgan Stanley, bringing over 12 years of experience in financial services and client relationship management. In her leadership role, she manages the team’s daily operations, oversees strategic initiatives, and plays a key role in new client onboarding—ensuring a smooth, personalized, and seamless transition into the team’s wealth management process. She is dedicated to delivering exceptional service that aligns with the team’s established service model, helping drive both client satisfaction and long-term success.
Outside of work, AnnMarie lives in Pleasantville with her husband and their three children. She enjoys spending quality time with her family, walking their dog, and experimenting with new recipes in her kitchen during her free time.
AnnMarie.Gunther@morganstanley.com
(212) 603-6196
Outside of work, AnnMarie lives in Pleasantville with her husband and their three children. She enjoys spending quality time with her family, walking their dog, and experimenting with new recipes in her kitchen during her free time.
AnnMarie.Gunther@morganstanley.com
(212) 603-6196
About Jillian Dean
Jillian is a Senior Registered Client Sales Associate for the Grand Central Group and has been working on the team since 2022. Responsible for day to day operations of the business, she works alongside AnnMarie providing administrative and operational support, including but not limited to general account service, new client onboarding, as well as preparation and follow-up for all current/prospective client meetings.
Jillian graduated from Fordham University in 2020, and currently holds the Series 7, 63, and 65 FINRA registrations. She currently lives in Hoboken, NJ and loves spending her free time traveling, exploring new restaurants and trying different workout classes around the city.
Jillian.Dean@morganstanley.com
(212) 603-6232
Jillian graduated from Fordham University in 2020, and currently holds the Series 7, 63, and 65 FINRA registrations. She currently lives in Hoboken, NJ and loves spending her free time traveling, exploring new restaurants and trying different workout classes around the city.
Jillian.Dean@morganstanley.com
(212) 603-6232
About Robbie Labriola
Robbie currently works as an Investment Consultant for the Grand Central Group specializing in assisting the team with creating personalized solutions for diverse client objectives. In this role, he maintains a proficiency in all of Morgan Stanley's digital tools, investment solutions and support resources.
Prior to his role as Investment Consultant, Robbie worked as a Senior Portfolio Solutions Associate for the Consulting Group here at Morgan Stanley. Responsibilities included working with advisors to review portfolio allocation, suggesting alternate investment solutions and leveraging tax optimization strategies.
He received his Bachelor’s Degree in Finance from Elon University with a Minor in Italian Studies. At school, Robbie was passionate about running his small business, College Truckers, a full service moving and shipping service for students. Today, Robbie lives in Manhattan and enjoys spending time with his family & friends, tennis, golf, and chess.
Robbie.Labriola@morganstanley.com
(212) 603-6254
Prior to his role as Investment Consultant, Robbie worked as a Senior Portfolio Solutions Associate for the Consulting Group here at Morgan Stanley. Responsibilities included working with advisors to review portfolio allocation, suggesting alternate investment solutions and leveraging tax optimization strategies.
He received his Bachelor’s Degree in Finance from Elon University with a Minor in Italian Studies. At school, Robbie was passionate about running his small business, College Truckers, a full service moving and shipping service for students. Today, Robbie lives in Manhattan and enjoys spending time with his family & friends, tennis, golf, and chess.
Robbie.Labriola@morganstanley.com
(212) 603-6254
About Giancarlo Barone
Giancarlo is an experienced Investment Consultant specializing in helping clients achieve their financial goals through tailored investment strategies. At the Grand Central Group, he analyzes client needs and recommends both traditional and alternative investments, ensuring diversified portfolios that align with each client’s objectives.
Before joining the Grand Central Group, Giancarlo served as the Alternative Investments Specialist at Merrill Lynch, covering New Jersey and parts of New York City. In this role, he gained deep expertise in alternative investments, helping clients integrate these assets effectively into their portfolios. Prior to this, Giancarlo worked as a Client Associate on a wealth management team in New York City, where he supported portfolio management and specialized in the alternative investments platform.
Giancarlo holds several industry certifications, including his SIE, Series 7, and Series 66 FINRA registrations, as well as the Accredited Asset Management Specialist (AAMS) designation. He also holds the Certified Investment Management Analyst (CIMA) designation from the Booth School of Business at the University of Chicago.
A native of New Jersey, Giancarlo is an active board member of the Seton Hall Prep Alumni Association. He graduated from Elon University with a Bachelor’s Degree in Finance and a Minor in Italian Studies. Outside of his professional life, Giancarlo is deeply involved in his community and enjoys an active lifestyle. He is a member of The Campfire Club of America, The New York Athletic Club, The Columbus Citizens Foundation, and Forest Hill Field Club. In his leisure time, Giancarlo enjoys golfing, fishing, and spending time outdoors.
Giancarlo.Barone@morganstanley.com
(212) 603-6133
Before joining the Grand Central Group, Giancarlo served as the Alternative Investments Specialist at Merrill Lynch, covering New Jersey and parts of New York City. In this role, he gained deep expertise in alternative investments, helping clients integrate these assets effectively into their portfolios. Prior to this, Giancarlo worked as a Client Associate on a wealth management team in New York City, where he supported portfolio management and specialized in the alternative investments platform.
Giancarlo holds several industry certifications, including his SIE, Series 7, and Series 66 FINRA registrations, as well as the Accredited Asset Management Specialist (AAMS) designation. He also holds the Certified Investment Management Analyst (CIMA) designation from the Booth School of Business at the University of Chicago.
A native of New Jersey, Giancarlo is an active board member of the Seton Hall Prep Alumni Association. He graduated from Elon University with a Bachelor’s Degree in Finance and a Minor in Italian Studies. Outside of his professional life, Giancarlo is deeply involved in his community and enjoys an active lifestyle. He is a member of The Campfire Club of America, The New York Athletic Club, The Columbus Citizens Foundation, and Forest Hill Field Club. In his leisure time, Giancarlo enjoys golfing, fishing, and spending time outdoors.
Giancarlo.Barone@morganstanley.com
(212) 603-6133
About Lucas Bueno
Lucas Bueno is currently a Registered Wealth Management Client Associate for the Grand Central Group. He has been a member of the team since 2024. Responsible for the day-to-day operations of the business, he is one of the primary points of contact for our clients. Lucas works alongside Jillian providing administrative and operational support.
Most recently Lucas has joined Greg’s team to assist in analyzing research and market movements as well as economic developments to deliver timely tactical asset allocation recommendations as well as developing financial plans, performance reporting, market executions and portfolio implementation.
Lucas received a BA from Florida Gulf Coast University in 2023 and holds the FINRA SIE, Series 7, and Series 66 licenses as well as Life and Health. Lucas is currently studying for his CFP designation.
Originally from São Paulo, Brazil, he moved from Naples, Florida to New York City in May 2024. Lucas was the Head Tennis Professional at The Club at Kaela Bay in Naples before joining the Grand Central Group.
Lucas.Bueno1@morganstanley.com
(212) 603-6241
Most recently Lucas has joined Greg’s team to assist in analyzing research and market movements as well as economic developments to deliver timely tactical asset allocation recommendations as well as developing financial plans, performance reporting, market executions and portfolio implementation.
Lucas received a BA from Florida Gulf Coast University in 2023 and holds the FINRA SIE, Series 7, and Series 66 licenses as well as Life and Health. Lucas is currently studying for his CFP designation.
Originally from São Paulo, Brazil, he moved from Naples, Florida to New York City in May 2024. Lucas was the Head Tennis Professional at The Club at Kaela Bay in Naples before joining the Grand Central Group.
Lucas.Bueno1@morganstanley.com
(212) 603-6241
Contact Robert Labriola
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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
Article Image
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 Grand Central 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.
1Alternative 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.
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 Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors 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.
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, charitable giving, philanthropic planning and other legal matters.
6Morgan 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.
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
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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, charitable giving, philanthropic planning and other legal matters.
9Morgan 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.
10Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Alternative 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.
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 Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors 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.
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, charitable giving, philanthropic planning and other legal matters.
6Morgan 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.
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
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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, charitable giving, philanthropic planning and other legal matters.
9Morgan 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.
10Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.
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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.
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Awards Disclosures
CRC 6491812 (04/2024)
