Matthew Groff
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(717) 730-1848(717) 730-1848
Morgan Stanley Private Wealth Management
The Groff Group
Direct:
(717) 730-1848(717) 730-1848
Our Mission Statement
Our dedicated team offers exceptional, personalized service with exclusive access, redefining private wealth management for ultra-high net worth individuals and families.
WELCOME
As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management, and investing needs of ultra high net worth families, their businesses, and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures, and even family dynamics and lifestyle management. Our goal is to help preserve and grow your financial, family, and social capital so that it can have the greatest positive impact today and for generations to come.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
MEET MATTHEW GROFF
As the founder and managing partner of The Groff Group, Matt leads a team of experienced private wealth professionals who bring insight and perspective to help simplify and enrich the financial lives of individuals and their families. Functioning as a multi-family office, Matt and his team offer highly customized strategies to complex wealth management challenges and deliver a exceptional level of personalized service. His areas of proficiency include executive compensation and business transition strategies, stock option plans with ISO and NQ Options, family business succession planning, estate monetization strategies, and the management of concentrated stock positions and comprehensive investment portfolios.
Thanks to the confidence his clients have placed in him and his team, Matt was named to the Forbes Best-in-State Wealth Advisors list in 2021, 2022 and 2023, and the team was named as one of Forbes Best-in-State Wealth Management Teams in 2023.
Matt grew up in a family of accountants, helping prepare tax returns as a part-time job in high school. He went on to earn his bachelor’s degree in business administration from the University of Kentucky's Gatton School of Business. Prior to joining Morgan Stanley Private Wealth Management, Matt spent 22 years building his Central Pennsylvania practice at Merrill Lynch Wealth Management and Smith Barney.
A devoted family man and active member of his community, Matt and his wife, Corry, live in Hershey, Pennsylvania with their children Hailey, Chase, and Jack.
2021-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Thanks to the confidence his clients have placed in him and his team, Matt was named to the Forbes Best-in-State Wealth Advisors list in 2021, 2022 and 2023, and the team was named as one of Forbes Best-in-State Wealth Management Teams in 2023.
Matt grew up in a family of accountants, helping prepare tax returns as a part-time job in high school. He went on to earn his bachelor’s degree in business administration from the University of Kentucky's Gatton School of Business. Prior to joining Morgan Stanley Private Wealth Management, Matt spent 22 years building his Central Pennsylvania practice at Merrill Lynch Wealth Management and Smith Barney.
A devoted family man and active member of his community, Matt and his wife, Corry, live in Hershey, Pennsylvania with their children Hailey, Chase, and Jack.
2021-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Location
214 Senate Avenue
7th Floor
Camp Hill, PA 17011
US
Direct:
(717) 730-1848(717) 730-1848
Meet The Groff Group
Brina McCarthy, CFP®
Vice President, Private Wealth Advisor
Phone:
(717) 730-1855(717) 730-1855
Lee Henwood, ChFC®
Financial Advisor
Phone:
(717) 730-1802(717) 730-1802
Michelle Widders
Private Wealth Management Senior Registered Client Service Associate
Phone:
(717) 730-1867(717) 730-1867
Rachel Killeen
Private Wealth Management Registered Client Service Associate
Phone:
(717) 730-1868(717) 730-1868
John Reeve
Registered Client Service Associate
Phone:
(717) 730-1854(717) 730-1854
Garrett Dietz
Registered Client Service Associate
Phone:
(717) 730-1865(717) 730-1865
About Matthew Groff
As the founder and managing partner of The Groff Group, Matt leads a team of experienced private wealth professionals who bring insight and perspective to simplify and enrich the financial lives of individuals and their families. Functioning as a multi-family office, Matt and his team offer highly customized solutions to complex wealth management challenges and deliver a superior level of personalized service. His areas of proficiency include executive compensation and business transition strategies, stock option plans with ISO and NQ Options, family business succession planning, estate monetization strategies, and the management of concentrated stock positions and unique investment portfolios.
Thanks to the trust his clients have placed in him and his team, Matt was named to the Forbes Best-in-State Wealth Advisors list in 2021, 2022 and 2023, and the team was named as one of Forbes Best-in-State Wealth Management Teams in 2023.
Matt grew up in a family of accountants, helping prepare tax returns as a part-time job in high school. He went on to earn his bachelor’s degree in business administration from the University of Kentucky's Gatton School of Business. Prior to joining Morgan Stanley Private Wealth Management, Matt spent 22 years building his Central Pennsylvania practice at Merrill Lynch Wealth Management and Smith Barney.
A devoted family man and active member of his community, Matt and his wife, Corry, live in Hershey, Pennsylvania with their children Hailey, Chase, and Jack.
2021-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Thanks to the trust his clients have placed in him and his team, Matt was named to the Forbes Best-in-State Wealth Advisors list in 2021, 2022 and 2023, and the team was named as one of Forbes Best-in-State Wealth Management Teams in 2023.
Matt grew up in a family of accountants, helping prepare tax returns as a part-time job in high school. He went on to earn his bachelor’s degree in business administration from the University of Kentucky's Gatton School of Business. Prior to joining Morgan Stanley Private Wealth Management, Matt spent 22 years building his Central Pennsylvania practice at Merrill Lynch Wealth Management and Smith Barney.
A devoted family man and active member of his community, Matt and his wife, Corry, live in Hershey, Pennsylvania with their children Hailey, Chase, and Jack.
2021-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: OH, FL, MD, IN, CA, WV, SC, NC, MN, IL, GA, CO, MT, MI, AZ, WI, NJ, TX, PA, DE, CT, VA, NV, MO, KY, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 826480
NMLS#: 826480
About Brina McCarthy
Drawing on more than a decade of experience as a Financial Advisor, Brina McCarthy focuses on the development and implementation of highly customized wealth management strategies for affluent families and individuals. She also serves as the team’s Business Manager, overseeing daily operations and contributing to an outstanding overall service experience.
Thanks to the trust clients place in Brina and the rest of the team, they were named to the 2023 Forbes Best-in-State Wealth Management Teams list.
Brina earned her bachelor’s degree in finance from The Pennsylvania State University and joined Merrill Lynch in their Wealth Management division. While at Merrill, she received her CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Planner Board of Standards, Inc., to individuals who successfully complete the CFP® board's initial and ongoing certification requirements. Brina and her husband, Chase, live in Hershey, Pennsylvania, where she regularly leads volunteer efforts with various local charity organizations. Brina enjoys traveling, reading, playing pickleball, and skiing.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Thanks to the trust clients place in Brina and the rest of the team, they were named to the 2023 Forbes Best-in-State Wealth Management Teams list.
Brina earned her bachelor’s degree in finance from The Pennsylvania State University and joined Merrill Lynch in their Wealth Management division. While at Merrill, she received her CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Planner Board of Standards, Inc., to individuals who successfully complete the CFP® board's initial and ongoing certification requirements. Brina and her husband, Chase, live in Hershey, Pennsylvania, where she regularly leads volunteer efforts with various local charity organizations. Brina enjoys traveling, reading, playing pickleball, and skiing.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Securities Agent: CT, SC, IN, NY, NJ, MD, AZ, NV, IL, CO, VA, MN, GA, WV, WI, PA, MT, CA, FL, DE, NC, MO, MI, TX, OH, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1230604
NMLS#: 1230604
About Lee Henwood
Drawing on more than two decades of diverse financial services industry experience, Lee Henwood plays a lead role in developing and implementing highly customized financial strategies, helping clients to more efficiently build, protect and transfer their wealth. He also incorporates borrowing strategies by providing access to banking, credit and lending services through the Morgan Stanley Private Bank. Thanks to the trust clients place in Lee and the rest of the team, they were named to the 2023 Forbes Best-in-State Wealth Management Teams list.
Prior to joining Morgan Stanley, Lee spent five years as a Financial Advisor at Merrill Lynch Wealth Management. He previously served for sixteen years as a mortgage broker and company director with William Lowden & Associates in England. Lee holds the Chartered Financial Consultant® designation from The American College.
Lee and his wife, Katie, live in Hershey, Pennsylvania. A soccer player for twenty five years, Lee has since turned his attention to long-distance running and has now completed marathons in Chicago, Washington DC, London, and even Antarctica.
Forbes Best-In-State Wealth Management Teams (2023)
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Prior to joining Morgan Stanley, Lee spent five years as a Financial Advisor at Merrill Lynch Wealth Management. He previously served for sixteen years as a mortgage broker and company director with William Lowden & Associates in England. Lee holds the Chartered Financial Consultant® designation from The American College.
Lee and his wife, Katie, live in Hershey, Pennsylvania. A soccer player for twenty five years, Lee has since turned his attention to long-distance running and has now completed marathons in Chicago, Washington DC, London, and even Antarctica.
Forbes Best-In-State Wealth Management Teams (2023)
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Securities Agent: AZ, CO, TX, SC, MN, IL, WI, NV, CA, WV, PA, DE, NJ, MT, MO, VA, NC, MI, KY, IN, GA, FL, OH, NY, MD, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1795558
NMLS#: 1795558
About Michelle Widders
A financial services industry veteran of more than 35 years, Michelle Widders contributes to an outstanding overall service experience for the team’s clients. Michelle is responsible for many of the team’s administrative and operational functions and works directly with clients to address their transactional and account-related needs. She brings a personal commitment to building meaningful relationships with clients and making their financial lives easier to manage.
Thanks to the trust clients place in Michelle and the rest of the team, they were named to the 2023 Forbes Best-in-State Wealth Management Teams list.
Michelle began her career in the banking industry and transitioned to Merrill Lynch Wealth Management in 2011. She moved to Morgan Stanley Private Wealth Management in 2023.
Michelle and her husband, William, reside in Mechanicsburg, Pennsylvania, with their dogs
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Thanks to the trust clients place in Michelle and the rest of the team, they were named to the 2023 Forbes Best-in-State Wealth Management Teams list.
Michelle began her career in the banking industry and transitioned to Merrill Lynch Wealth Management in 2011. She moved to Morgan Stanley Private Wealth Management in 2023.
Michelle and her husband, William, reside in Mechanicsburg, Pennsylvania, with their dogs
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
About Rachel Killeen
Rachel works to develop close relationships with clients, acknowledging their specific needs. Analytical and detail oriented, Rachel is focused on managing clients’ day-to-day transactions, as well as tracking down potential solutions for their unique financial demands. Rachel is also responsible for the cash management for our book of business.
Thanks to the confidence clients place in Rachel and the rest of the team, they were named to the 2023 Forbes Best-in-State Wealth Management Teams list.
Prior to joining Morgan Stanley Private Wealth Management, Rachel spent four years at Merrill Lynch Wealth Management. Formerly, Rachel served as a Research Analyst with the Pennsylvania Lottery, as well as an analyst at Public Financial Management. Rachel graduated with honors from Mount Saint Mary’s University with a degree in mathematics. She was also a member of the women’s tennis team. A native of the Harrisburg area, Rachel currently resides in Camp Hill with her husband, Emmett and their two children. In her free time, she enjoys spending time with her family, reading, and traveling. Rachel is actively involved in her community, volunteering with Girls on the Run, the Camp Hill Soccer Club, the Lion Foundation, and at her children’s schools.
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Thanks to the confidence clients place in Rachel and the rest of the team, they were named to the 2023 Forbes Best-in-State Wealth Management Teams list.
Prior to joining Morgan Stanley Private Wealth Management, Rachel spent four years at Merrill Lynch Wealth Management. Formerly, Rachel served as a Research Analyst with the Pennsylvania Lottery, as well as an analyst at Public Financial Management. Rachel graduated with honors from Mount Saint Mary’s University with a degree in mathematics. She was also a member of the women’s tennis team. A native of the Harrisburg area, Rachel currently resides in Camp Hill with her husband, Emmett and their two children. In her free time, she enjoys spending time with her family, reading, and traveling. Rachel is actively involved in her community, volunteering with Girls on the Run, the Camp Hill Soccer Club, the Lion Foundation, and at her children’s schools.
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
About John Reeve
John began his career in the financial industry as a client service associate at UBS in 2022. He came to Morgan Stanley in 2023 as a registered client service associate after obtaining his series exams at UBS. John quickly obtained his insurance licensing and continues to learn and improve his skills.
John graduated from Drexel University’s, Lebow College of Business with a bachelor’s degree. He currently holds the Series 7, 66, and insurance licenses.
John currently lives in Mechanicsburg, PA. In his free time, he enjoys traveling, working out, and spending time with family and friends.
John graduated from Drexel University’s, Lebow College of Business with a bachelor’s degree. He currently holds the Series 7, 66, and insurance licenses.
John currently lives in Mechanicsburg, PA. In his free time, he enjoys traveling, working out, and spending time with family and friends.
About Garrett Dietz
Garrett is a dedicated financial professional, assisting in creating tailored financial solutions to help clients achieve their goals. Garrett focuses on goals planning, account management, opportunity analysis and personalized strategies. With attention to detail and a commitment to excellence, Garrett helps simplify financial challenges to deliver meaningful results for individuals, families, and businesses.
Garrett began his career as an intern at Ameriprise Financial in 2021. He earned his bachelor’s degree in economics with a minor in Finance from West Virginia University in December 2023. In addition, Garrett holds the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses, as well as the PA Life, Accident, and Health Insurance licenses.
Outside of the office, Garrett enjoys hiking, weightlifting, and anything that’ll get him moving outdoors.
Garrett began his career as an intern at Ameriprise Financial in 2021. He earned his bachelor’s degree in economics with a minor in Finance from West Virginia University in December 2023. In addition, Garrett holds the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses, as well as the PA Life, Accident, and Health Insurance licenses.
Outside of the office, Garrett enjoys hiking, weightlifting, and anything that’ll get him moving outdoors.
Contact Matthew Groff
Contact Brina McCarthy
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products 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.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
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
Awards Disclosures
CRC 4237142 (02/2025)
