Helping you.

Helping you achieve financial success is our first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Services Include
  • 401(k) Rollovers
  • 529 Plans1
  • Asset Management2
  • Business Succession Planning3
  • Cash Management4
  • Corporate Retirement Plans5
  • Endowments and Foundations6
  • Estate Planning Strategies7
  • Financial Planning8
  • Institutional Services
  • Philanthropic Services
  • Planning for Individuals with Special Needs9
  • Retirement Planning10
  • Sustainable Investing11
  • Trust Accounts12
  • Wealth Management13
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

The Hale Meyer team has a broad depth of experience and recognition:

Wealth Management: The Hale Meyers Group has been represented at Barrons Top Advisor Summit Meeting for each of the past 15 years and was recognized at Forbes Top Advisor's summit in 2017, 2018.

Foundations and Endowments: The Hale Meyer Group currently serves multiple Foundation and Endowment clients and includes a member that has received a post graduate certificate on this subject from Wharton.

Corporate Retirement Plans: The Hale Meyer Group currently serves approximately 70 corporate retirement plans and 401-ks

Insurance: The Hale Meyer Group has helped many individuals on their insurance needs and utilizes A.M. Best the only nationally recognized statistical rating organization that focuses exclusively on the insurance industry.

    Community Involvement

    • A Special Wish Foundation, INC.
    • The Dayton Foundation
    • Ronald McDonald House, Dayton
    • United Rehabilitation Services of Greater Dayton
    • Dayton Children's
    • Dayton Performing Arts Alliance
    • March of Dimes
    • The Dayton Art Institute
    • Rotary Club of Dayton

    Location

    4380 Buckeye Lane
    Suite 200
    Beavercreek, OH 45440
    US
    Direct:
    (937) 431-7800(937) 431-7800
    Toll-Free:
    (888) 251-2124(888) 251-2124

    Meet The Hale Meyer Group

    About Me

    Richard “Rip” Hale is a Managing Director, Senior Institutional Consultant, and Financial Advisor at Morgan Stanley. He is also a founding partner of The Hale Meyer Andzik Group at Morgan Stanley, a highly-credentialed team that provides comprehensive wealth management to institutions, business owners, and families. Rip concentrates on helping clients manage the responsibilities of wealth through financial planning, asset allocation, and risk management.

    Intelligent, client-centered service has been the hallmark of Rip’s practice. He began his financial services career in 1984 at Shearson (now Morgan Stanley). More than 30 years later, he has the same office phone number and numerous professional credentials to help him better serve his clients. Rip has attained the following designations: Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC), Certified Investment Management ConsultantSM (CIMC®), Certified Private Wealth Advisor® (CPWA®) from the University of Chicago Booth School of Business, and his Endowments and Foundations Certificate from The Wharton School at the University of Pennsylvania.

    Rip’s drive to help clients reach their financial goals has earned him repeated national recognition in the industry. He was named one of Forbes Magazine’s Top 250 Wealth Advisors in both 2016 and 2017. He also made Barron’s Top Financial Advisors lists in 2012, 2013, 2014, and 2016.

    Outside the office, Rip is active in the Dayton community. He currently serves on the Endowment Committee for the Dayton Art Institute, is a past president of the Institute of Management Accountants, and has served as faculty for the University of Dayton School of Law Employee Benefits Tax Conference.
    NMLS# 1268404
    Securities Agent: TX, OH, FL, WV, WI, WA, VT, VA, UT, TN, SC, RI, PA, OR, NY, NV, NM, NJ, NH, NC, MO, MN, MI, MD, MA, LA, KY, IN, IL, IA, GA, DE, DC, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1268404

    About Me

    Keith R. Meyer is a Senior Vice President, Financial Advisor at Morgan Stanley. He is also a founding partner of The Hale Meyer Andzik Group at Morgan Stanley, a highly-credentialed team that provides comprehensive wealth management to institutions, business owners, and families. Keith focuses on developing comprehensive financial planning strategies to help clients reach their short- and long-term goals.

    Keith began honing his financial skills at Wright State University where he earned a dual bachelor’s degree in Economics and Financial Services. He served as a Resident Director and Senior Vice President in Wealth Management at Merrill Lynch before moving his practice to Morgan Stanley. Keith has been recognized by the Dayton Business Journal as one of Dayton’s “40 under 40,” an award that honors rising business leaders in the region.

    To better serve his clients, Keith has earned his Certified Financial PlannerTM and Chartered Retirement Planning CounselorSM designations. He works closely with each of his clients to create a customized plan tailored to reach their unique goals, whether saving for retirement, growing a business, or preserving a family legacy.

    Outside of the office, Keith is passionate about sharing his knowledge of financial planning with the community. He donates his time teaching adult education courses and is an instructor at University of Dayton where he teaches Personal Financial Consulting. He is a member of the Society of Financial Practitioners and the Miami Valley Estate Planners Association.

    Keith and his wife reside in Washington Township with their three sons. He enjoys spending time with his family, coaching his sons’ sports teams, and playing golf. He’s also involved in the Epiphany Lutheran Church, the Dayton Art Institute, the March of Dimes, Centerville Noon Optimist Club, the Fraternal Order of Police, and Centerville City Schools.
    NMLS#591132
    Securities Agent: TX, OH, WV, WI, WA, VT, VA, UT, TN, SC, RI, PA, OR, NY, NV, NM, NJ, NH, NC, MO, MN, MI, MD, MA, LA, KY, IN, IL, IA, GA, FL, DE, DC, CO, CA, AZ, AL; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 591132

    About Me

    Jonathan Hale is a Financial Advisor and U.S. Government Entity Specialist with The Hale Meyer Andzik Group at Morgan Stanley. Jon focuses on providing comprehensive wealth management for individuals, families, businesses, nonprofits, and endowments. 

    A graduate of the University of Cincinnati, Jon joined The Hale Group at Morgan Stanley in 2010. He spent two years with Morgan Stanley’s Consulting Group, an Investment Management Research team responsible for evaluating investment products and money managers. While there, he managed a team of advisory solutions specialists in an institutional mutual fund program. Jon brought this investment experience back to The Hale Meyer Andzik Group in 2014.

    Jon works closely with each of his clients to analyze their objectives, create a customized wealth management strategy, and monitor portfolio performance. With extensive investment experience and a client-centered approach, Jon helps endowments and nonprofit organizations maximize their impact by aligning their investment strategies with their mission statements. As one of a small group of highly-credentialed specialists to be designated a U.S. Government Entity Specialist by Morgan Stanley, Jon also works with local, state, and federal government entities.

    Outside of the office, Jon serves on the Board for the Levitt Pavilion Dayton, the Dayton Rotary Clubs Finance Committee, as well as the Dayton Racquet Club's Professional Development Committee. 
    NMLS#1539466
    Securities Agent: TX, OH, WV, WI, WA, VT, VA, UT, TN, SC, RI, PA, OR, NY, NV, NM, NJ, NH, NC, MO, MN, MI, MD, MA, LA, KY, IN, IL, IA, GA, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1539466

    About Me

    Todd Nuss is a Consulting Group Analyst and Financial Advisor at the Hale Meyer Andzik Group at Morgan Stanley. With a meticulous attention to detail, he focuses on analytical work for the team, tailoring asset allocation and financial planning strategies to meet each client’s unique needs. Todd also oversees the Consulting Group technology center at the Hale Meyer Andzik Group.

    A graduate of Wright State University, Todd earned a bachelor’s degree in Finance. Prior to joining Morgan Stanley, he worked as a 401(k) Administrator and Senior Accountant for a local private firm. He was also a tax preparer for more than 10 years, prepared over 1,000 tax returns. He does not perform this function at Morgan Stanley.

    In order to better serve clients, Todd has earned the Certified Financial Planner™ and Chartered Retirement Plans SpecialistSM designations. He also holds a Certified Investment Management Analyst® designation from the Wharton School at the University of Pennsylvania.
    NMLS# 1707727
    Securities Agent: TX, OH, WV, WI, WA, VT, VA, UT, TN, SC, RI, PA, OR, NY, NV, NM, NJ, NH, NC, MO, MN, MI, MD, MA, LA, KY, IN, IL, IA, GA, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1707727

    About Me

    Robert has been counseling high net worth investors, families, and companies since 1988.  He prides himself on providing clients with exceptional service which leads to highly personalized investment advice and counsel.  In his spare time, Bob enjoys traveling, golfing, and spending time with his family.  
    NMLS# 590945
    Securities Agent: TX, OH, WV, WI, WA, VT, VA, UT, TN, SC, RI, PA, OR, NY, NV, NM, NJ, NH, NC, MO, MN, MI, MD, MA, LA, KY, IN, IL, IA, GA, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 590945

    About Me

    Shana is a Financial Advisor Associate and focuses her time on strategies for our clients’ custom and complex financial planning needs.  In order to better tailor plans for clients, she recently earned the Chartered Life Underwriter designation and will assume the role of insurance planning specialist.Shana is a graduate of The Ohio State University, where she studied Finance.  She has also earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning.  Shana holds the Certified Financial Planner™ and Chartered Retirement Plans Specialist designations.  Prior to joining the team, Shana dedicated seven years to serving and educating employees in the public sector, including Police and Fire first responders. Shana has been a guest speaker for OPERS, OP&F, STRS and SERS on the Ohio Deferred Compensation plan.  Her client centered focus and hard work are a testament to the integrity that comes standard with our team.   Shana resides in Oakwood with her husband, Dayton Fire Lieutenant Ryan McElroy, and her 3 young children. 
    Securities Agent: AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA; Investment Advisor Representative; General Securities Representative

    About Me

    Brad Baird CRPS has 18 years’ experience in establishing and managing Qualified Retirement Plans. Prior, he spent 7 years with Paychex Human Resource Services, then 18 years with Merrill Lynch before joining the Hale Meyer Andzik Team at Morgan Stanley. He has over 35 years of experience in Sales & Marketing and currently manages over 40 Qualified Retirement Plans. Personally, Brad resides in Lebanon, Ohio with his son. In his spare time, Brad enjoys staying active with his Personal Training as well as his Church.
    Securities Agent: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative

    About Me

    Ned Altic, CFP®, is a Wealth Advisor Associate in the Hale/Meyer Group at Morgan Stanley.  Ned has been in the financial services industry for approximately 15 years, and has worked in a variety of roles assisting clients to achieve their dreams.  He attended Wright State University where he earned a B.S. degree in Financial Services.   Ned grew up in West Milton, and served in the U.S. Navy for 5 years, and was a Reactor Operator onboard the USS Truxtun CGN -35 stationed in Bremerton, Washington.   He enjoys traveling, outdoor activities and spending time with family.
    Securities Agent: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative
    NMLS#: 1194592

    About Me

    Shannon brings 25 years of experience in the financial services industry to our practice. She is our key liaison between our client needs and our team, while handling the overall day-to-day operations. Because of Shannon’s interpersonal and collaboration skillsets, we truly feel she is an integral part of our team. Shannon places her main focus on developing relationships. Our clients feel Shannon is positive, understanding, and always concerned with their thoughts and feelings. She possesses a high service ethic toward helping others and exhibits a balance between enthusiasm and patience, which are key personal attributes. Her creative problem solving, concern for quality and true sincerity helps to build confidence when communicating with clients.  An important aspect of Shannon’s life is spending time with Brian, her husband of 28 years, and their two beautiful daughters, Megan and Anna.

    About Me

    Balinda G. Ferrara, AWMA, is a Registered Wealth Management Associate with the Hale/Meyer Group at Morgan Stanley.  Prior to moving to Morgan Stanley, Balinda was with Merrill Lynch for 36 years beginning as a Registered Client Associate and was a Client Relationship Manager for the Ohio Valley Complex for 15 years before joining the Meyer/Newsock team in 2016.  Balinda has an A.S. degree in Financial Management from Sinclair College.  Her role is to specialize in the team’s client service model, making sure our clients get the attention and service they deserve.Personally, Balinda is the proud mother of one son and they currently reside in Lebanon Ohio.In her spare time, Balinda enjoys gardening, bicycling, and golf and is a member of Southwest Church, where she volunteers for philanthropic activities.  She is passionate about helping the homeless, volunteering through the Day of Caring and other charities that help to feed and clothe those in need.

    About Me

    Tammy is a Registered Client Service Associate with Morgan Stanley.  She has 22 years of  Client Service experience.  Tammy’s responsibilities include completing money transfers, issuing monthly checks, responding to client requests for assistance, compliance and record keeping updates.

    About Me

    Lisa Sidwell is a Client Service Associate with the Hale/Meyer Group at Morgan Stanley.  Lisa has been with the Meyer/Newsock team since 2015.  Lisa has a B.A. in psychology from Ohio University.  She is working part-time to help schedule our client meetings and to service the needs of our clients.Lisa has 3 children in the Centerville school district that keep her busy in her spare time.  When she has some extra time to herself, she enjoys tennis, skiing  and enjoying anything outdoors.  She is also an active member of the PTO at Cline Elementary, completing her 3rd year as Co-President. 

    About Me

    Kelly Vincent is a Client Service Associate with the Hale/Meyer Group at Morgan Stanley.  Kelly has been with the Meyer/Newsock team since 2013.  She also has her series 7 license. Kelly graduated from Miami University with a business degree.  She is working part-time to help schedule our client meetings and to service the needs of our clients.Personally, Kelly lives in the Dayton area with her husband and daughter.  When she has some extra time to herself, she enjoys exercising- walking, biking, golfing. 

    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    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
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
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    Make Your Words Memorable

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    Ready to start a conversation? Contact The Hale Meyer Group today.
    Market Information Delayed 20 Minutes
    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.

    1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    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 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

    5Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    7Morgan 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.

    8Morgan 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.

    9Morgan 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.

    10Morgan 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.

    11The 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.

    12Morgan 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.

    13Morgan 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.

    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 suitable 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”) 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.


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