Michael Hall
Managing Director, Wealth Management, Wealth Advisor, Family Wealth Advisor, Global Sports and Entertainment Director, Founders Specialist
Phone:
(516) 683-3111(516) 683-3111
Industry Award WinnerOur Mission Statement
Earning the trust of founders and business leaders with thoughtful advice and solutions for acquiring, growing and protecting their business and personal wealth.
Our Story and Services
If you lead a successful business, you face two distinct yet intertwined types of financial decisions – professional and personal. Our team has the knowledge, experience and resources to help you with both.
We work primarily with business owners and senior executives, providing a full suite of solutions for your personal wealth – everything from investments (including a robust platform of Environmental, Social and Corporate governance-focused equities) to philanthropy and everything in between. In addition, we offer thoughtful advice and a trusted voice for decisions that affect your business – questions around debt, succession planning, acquisitions and much more. When appropriate, we leverage the vast resources of Morgan Stanley to get you the information and professional expertise that can help you make intelligent financial decisions.
All of which adds up to helping you with every financial concern, so you can focus on what matters most to you. Our clients think of us as their personal CFO, and that’s very much how we function – we do the research, sort through your options and present you with a recommendation, simplifying your life and helping you feel confident about the future of both your business and your personal life.
2024, 2025 & 2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (2024-2026). Data compiled by SHOOK Research LLC based 12-month time-period concluding in March of year prior to the issuance of the award. Awards Disclosures
2019-2024 Forbes Best-In- State Wealth Management Teams
Source: Forbes.com (2019-2024). Data compiled by SHOOK Research LLC based 12-month time-period concluding in March of year prior to the issuance of the award. Awards Disclosures
We work primarily with business owners and senior executives, providing a full suite of solutions for your personal wealth – everything from investments (including a robust platform of Environmental, Social and Corporate governance-focused equities) to philanthropy and everything in between. In addition, we offer thoughtful advice and a trusted voice for decisions that affect your business – questions around debt, succession planning, acquisitions and much more. When appropriate, we leverage the vast resources of Morgan Stanley to get you the information and professional expertise that can help you make intelligent financial decisions.
All of which adds up to helping you with every financial concern, so you can focus on what matters most to you. Our clients think of us as their personal CFO, and that’s very much how we function – we do the research, sort through your options and present you with a recommendation, simplifying your life and helping you feel confident about the future of both your business and your personal life.
2024, 2025 & 2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (2024-2026). Data compiled by SHOOK Research LLC based 12-month time-period concluding in March of year prior to the issuance of the award. Awards Disclosures
2019-2024 Forbes Best-In- State Wealth Management Teams
Source: Forbes.com (2019-2024). Data compiled by SHOOK Research LLC based 12-month time-period concluding in March of year prior to the issuance of the award. Awards Disclosures
Services Include
- Asset Management
- Business PlanningFootnote1
- Business Succession PlanningFootnote2
- Estate Planning StrategiesFootnote3
- Financial PlanningFootnote4
- Philanthropic ManagementFootnote5
- Professional Portfolio ManagementFootnote6
- Retirement PlanningFootnote7
- Sustainable InvestingFootnote8
- Wealth ManagementFootnote9
- Alternative InvestmentsFootnote10
- Cash Management and Lending ProductsFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Specific Concerns of Business Leaders
Every successful person faces a variety of issues regarding wealth management.
In our experience, business leaders rely on a cadre of trusted executives and advisors to help them grapple with financial issues. We try to replicate that process with our clients – functioning as their personal CFO to do the legwork and make intelligent recommendations.
We also relate personally to the needs of business leaders, because we ARE also business owners. Our practice is run by our team. Team members have also started, managed and sold their own businesses. And thanks to our long experience assisting business leaders, we understand your short- and long-term concerns, and look for ways to both enhance your wealth and simplify your life.
In our experience, business leaders rely on a cadre of trusted executives and advisors to help them grapple with financial issues. We try to replicate that process with our clients – functioning as their personal CFO to do the legwork and make intelligent recommendations.
We also relate personally to the needs of business leaders, because we ARE also business owners. Our practice is run by our team. Team members have also started, managed and sold their own businesses. And thanks to our long experience assisting business leaders, we understand your short- and long-term concerns, and look for ways to both enhance your wealth and simplify your life.
Some of the business leaders we work with are in the following industries:
- Construction
- Real Estate Development
- Entertainment / Sports
- Technology / Software
- Medical
- Law
- Finance / Accounting
- Maufacturing
- Food / Beverage
Your Financial Concerns
- When and How to Sell the Business
- Mergers and Acquisitions
- Succession Planning for a Family Business
- Analysis of Business Debt
- Lending
- Business Cash Capital
- Raising Capital
- Cash Flow Analysis
- Executive Compensation Strategies
- Equity Compensation Planning
- Retirement Plans
- ESOP
What you can expect from The Hall Group
Our Process
- Step 1: Discovery. We work with you to understand you, your family and your goals, reviewing assets, liabilities, risk exposure and preferences.
- Step 2: Wealth Management Strategy. Working with your tax and/or legal advisors, we analyze your current position, and create an overall wealth strategy.
- Step 3: Strategic Asset Allocation. We recommend a custom asset allocation strategy that integrates your goals and preferences with risk, opportunity and tax circumstances.
- Step 4: Tactical Asset Allocation. We look for short-term adjustments for exploiting temporary market distortions.
- Step 5: Implementation. After running various market simulations, we implement your plan.
- Step 6: Ongoing Assessment. Change is inevitable. We regularly analyze your progress and recommend adjustment as needed.
Our strategic “pillars”
- Start with a goal to mitigate risk. Successful people don’t need us to make them rich – they need us to ensure their goals are met. With clearly articulated goals, our recommendations can help minimize risk.
- Everyone needs a personal CFO. Every financial decision affects every other one. World events can impact personal finances. We gather data, review options and make recommendations in context.
- Wealth management is generational. You have children and grandchildren, philanthropic and legacy concerns. We can create a generational strategy.
- Business and personal concerns DO mix. Because so many of our clients own or run businesses (or professional practices), we leverage our experience to integrate your personal and professional lives.
- How you invest makes a difference. Increasingly, our clients are focused on socially responsible investing. Our ESG platform is robust and carefully curated.
PLAN WITH CONFIDENCE
As a high net-worth client, your situation is unique. The distinction of your wealth management needs lies within the complexity of your circumstance combined with your goals. With the tools and resources of Morgan Stanley’s broader firm, we can provide the comprehensive guidance that is necessary for a high net-worth family.
Morgan Stanley Family Office
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
Morgan Stanley Family Office6 reasons to choose the Hall Group
As a successful business leader, you have no shortage of options when selecting a wealth advisor
Here are 6 reasons why clients choose The Hall Group at Morgan Stanley
Here are 6 reasons why clients choose The Hall Group at Morgan Stanley
A focus on business leaders
Running any kind of business, no matter how large or complex, complicates your financial life. With our experience, we know how to integrate business issues with personal wealth management to streamline your life and make more strategic choices.
Advice for any issue
A comprehensive wealth management strategy not only simplifies your financial life, it also gives you the best opportunity to reach your financial and personal goals.
Close personal relationships
We work with a select number of highly successful individuals, we take the time to get to know you – what keeps you up at night, how you can assist your parents and children, what life events are approaching – and your business.
Flexibility
It is our responsibility to respond to your needs and concerns, not the other way around. Our recommendations reflect the evolving preferences of our clients. For example, we have recently seen an uptick in interest in Environmental, Social and Corporate-governance investing, and often leverage our world-class platform in this area.
Extensive credentials
Our team has earned some of the most coveted credentials offered by Morgan Stanley, including Family Wealth Advisor and Global Sports and Entertainment Director. We have also been recognized for performance by publications such as Forbes Magazine. Our team also includes a CFP® certificant , perhaps the most coveted designation for financial planning.
Honesty, integrity, trust
These are easy to claim, but difficult to prove. But consider – a high percentage of our clients have been with us for multiple generations, trusting us with some of their most important life decisions. They stay with us because we help them achieve their goals, and because we care about them.
Location
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(516) 683-3111(516) 683-3111
Meet The Hall Group
Arthur Ripepe, CFP®
Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Senior Portfolio Manager, Workplace Advisor - Equity Compensation
Phone:
(516) 683-3117(516) 683-3117
Senior Vice President, Financial Advisor, Senior Investment Management Consultant, Financial Planning Specialist, Family Wealth Advisor, Senior Portfolio Manager
Phone:
(212) 492-6325(212) 492-6325
Daniel Brown
Vice President, Group Director, Portfolio Management Associate, Financial Planning Specialist
Phone:
(516) 683-3118(516) 683-3118
Karen Cacioppo
Vice President, Wealth Management Associate
Phone:
(516) 683-3177(516) 683-3177
Patrick Braun
Client Service Associate
Phone:
(516) 683-3130(516) 683-3130
About Michael Hall
Michael Hall has been working with successful individuals, business leaders and families across four decades. He enjoys working with business leaders, founders, and executives because of his own personal connections with starting, running and selling a family business.
Michael is a Managing Director at Morgan Stanley—an honor reserved for advisors who exemplify exceptional performance, strong ethical standards, and meaningful community involvement. He has been recognized among the firm’s top Financial Advisors each year since 2023 as a Chairman’s Club Member and has been named by Forbes as one of New York’s “Best-in-State Wealth Advisors” annually since 2020.
He is part of a select group of Morgan Stanley advisors designated as a Global Sports and Entertainment Director, serving prominent individuals across sports, entertainment, and related industries.
Michael is very passionate about longevity and continuous self-development. He is a member of Abundance360, which is a professional organization that aims to shape mindsets and provide access to world-changing technologies. It is a “private community” of entrepreneurs, CEOs, and investors that maintain 10 “Core Beliefs”. These beliefs are centered around an entrepreneur’s mind being their greatest asset.
Michael resides on the North Shore of Long Island with his wife Christine, and their four children. He is actively involved in his community and, in his free time, enjoys staying active through tennis, hiking, cycling, and working on his longevity plan.
2020-2026 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Michael is a Managing Director at Morgan Stanley—an honor reserved for advisors who exemplify exceptional performance, strong ethical standards, and meaningful community involvement. He has been recognized among the firm’s top Financial Advisors each year since 2023 as a Chairman’s Club Member and has been named by Forbes as one of New York’s “Best-in-State Wealth Advisors” annually since 2020.
He is part of a select group of Morgan Stanley advisors designated as a Global Sports and Entertainment Director, serving prominent individuals across sports, entertainment, and related industries.
Michael is very passionate about longevity and continuous self-development. He is a member of Abundance360, which is a professional organization that aims to shape mindsets and provide access to world-changing technologies. It is a “private community” of entrepreneurs, CEOs, and investors that maintain 10 “Core Beliefs”. These beliefs are centered around an entrepreneur’s mind being their greatest asset.
Michael resides on the North Shore of Long Island with his wife Christine, and their four children. He is actively involved in his community and, in his free time, enjoys staying active through tennis, hiking, cycling, and working on his longevity plan.
2020-2026 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2026). 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: DE, CT, HI, TX, PA, CO, AK, WI, VT, UT, MD, IA, AZ, SC, FL, SD, IN, WA, MA, DC, NH, RI, CA, VA, NY, NM, NC, IL, NV, GA, TN, OH, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1272769
NMLS#: 1272769
About Arthur Ripepe
Arthur leads our planning function at the Hall Group. He creates comprehensive wealth management plans that include retirement, estate and legacy planning, asset allocation, liability and insurance review and business concerns.
Before joining the Hall Group, Arthur provided financial planning as a Wealth Advisor for the entire western Long Island complex. He interned at Morgan Stanley while in college and joined the Hall Group as a Financial Advisor.
Arthur earned a Bachelors of Business Administration in Finance from Hofstra University. He also holds the CFP® mark (Certified Financial Planner) , representing hundreds of hours of classroom work and ongoing certification.
Arthur lives in Massapequa. He enjoys cooking, tennis, cycling and spending time with family and friends.
Before joining the Hall Group, Arthur provided financial planning as a Wealth Advisor for the entire western Long Island complex. He interned at Morgan Stanley while in college and joined the Hall Group as a Financial Advisor.
Arthur earned a Bachelors of Business Administration in Finance from Hofstra University. He also holds the CFP® mark (Certified Financial Planner) , representing hundreds of hours of classroom work and ongoing certification.
Arthur lives in Massapequa. He enjoys cooking, tennis, cycling and spending time with family and friends.
Securities Agent: RI, PA, IA, AK, HI, VT, OH, NJ, CO, GA, WI, VA, SC, NH, MA, CT, TN, SD, NM, CA, WA, DE, TX, FL, DC, IN, NC, IL, AZ, UT, NY, NV, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1962442
NMLS#: 1962442
About Allen Liebb
Allen Liebb brings more than 35 years of experience in counseling affluent families and the ever-changing needs of business owners. He got his education from the University of Maryland, and after spending 15 years at Citigroup, he joined Morgan Stanley in 2009. Allen recently joined The Hall Group here at Morgan Stanley, working mostly with business owners and retirees. He is dedicated to helping clients and families achieve their financial goals.
In his free time, Allen is actively affiliated with his local synagogues and can often be seen exercising in Central Park and enjoying all that New York City has to offer culturally.
In his free time, Allen is actively affiliated with his local synagogues and can often be seen exercising in Central Park and enjoying all that New York City has to offer culturally.
Securities Agent: OK, NJ, WI, AL, IN, ME, SD, MS, ID, CA, IA, LA, TN, OR, MD, WA, IL, NE, AR, NM, CT, NV, VT, MT, DE, NH, CO, PR, KY, WY, VI, SC, VA, KS, MN, RI, UT, AZ, WV, FL, NC, ND, MI, HI, MA, MO, PA, DC, TX, NY, OH, GA, AK; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262096
NMLS#: 1262096
About Daniel Brown
Daniel is a Vice President at the firm and leads our Group Director function with the Hall Group. He acts as the team’s “COO” to insure the group operates efficiently and are able to meet and surpass the needs and expectations of our clients.
Before joining the Hall Group, Daniel was a Risk Officer within the western Long Island complex. He began his career in 2009 as an intern with Legacy Smith Barney and has occupied roles as a Registered Portfolio Associate, Financial Advisor and Private Banker prior to joining management in 2014.
Daniel earned a Bachelors of Business Administration in Finance with a philosophy minor from Le Moyne College in Syracuse, NY. He is Portfolio Management (PM) certified and holds the Financial Planning Specialist (FPS) designation.
Daniel lives in the Oyster Bay area with his wife Diane and is an avid New York area sports fan.
Before joining the Hall Group, Daniel was a Risk Officer within the western Long Island complex. He began his career in 2009 as an intern with Legacy Smith Barney and has occupied roles as a Registered Portfolio Associate, Financial Advisor and Private Banker prior to joining management in 2014.
Daniel earned a Bachelors of Business Administration in Finance with a philosophy minor from Le Moyne College in Syracuse, NY. He is Portfolio Management (PM) certified and holds the Financial Planning Specialist (FPS) designation.
Daniel lives in the Oyster Bay area with his wife Diane and is an avid New York area sports fan.
About Karen Cacioppo
With more than 30 years of experience in financial services, Karen is an invaluable leader of our client service team. She is the first point of contact for many client questions and concerns, and supports the team with investment research, asset allocation modeling and performance reporting.
Past experience includes more than 20 years with Alex. Brown and Sons, Deutsche Bank and Credit Suisse. Areas of focus have included biotechnology, healthcare and Impact Investing, also known as ESG (Environmental, Social, Governance) investing.
Karen studied at Towson State University in Maryland and has completed the US Forum for Sustainable and Responsible Investment course of study.
Karen lives in Babylon with her husband and their three dogs. She is actively involved in Morgan Stanley’s HER Way, a ground-breaking program to help women in financial services achieve their personal and professional goals.
Past experience includes more than 20 years with Alex. Brown and Sons, Deutsche Bank and Credit Suisse. Areas of focus have included biotechnology, healthcare and Impact Investing, also known as ESG (Environmental, Social, Governance) investing.
Karen studied at Towson State University in Maryland and has completed the US Forum for Sustainable and Responsible Investment course of study.
Karen lives in Babylon with her husband and their three dogs. She is actively involved in Morgan Stanley’s HER Way, a ground-breaking program to help women in financial services achieve their personal and professional goals.
About Patrick Braun
Patrick is our operations director. He handles back office procedures and day-to-day operations for the Hall Group. He brings over 20 years of operations experience in the financial services industry.
Patrick joined Smith Barney in March of 2000, and remained with the company when Smith Barney and Morgan Stanley merged. Previously, he was a Senior Service Associate in the Operations department, working closely with managers, financial advisors and client service associates.
Originally from Garden City, Patrick resides in Bethpage with his wife Tara, and their two children, Emma and Jack. Away from the office, he enjoys spending time with family and friends, playing ice hockey, golf and chess.
Patrick joined Smith Barney in March of 2000, and remained with the company when Smith Barney and Morgan Stanley merged. Previously, he was a Senior Service Associate in the Operations department, working closely with managers, financial advisors and client service associates.
Originally from Garden City, Patrick resides in Bethpage with his wife Tara, and their two children, Emma and Jack. Away from the office, he enjoys spending time with family and friends, playing ice hockey, golf and chess.
Contact Michael Hall
Contact Arthur Ripepe
Contact Allen Liebb
Hear From Our Clients
I have known Michael Hall of The Hall Group for over 15 years. He takes the time to answer my questions, address my concerns, and help provide confidence in thinking about one’s financial future. The group is equally impressive. The team members are polished, responsive, knowledgeable, and a pleasure to deal with. They approach tasks with professionalism, urgency, and dedication to client service. I would highly recommend Michael Hall and The Hall Group.
Brian
Verified ClientApril 27, 2026
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
5285589 3/2026
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2024-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-In-State Wealth Advisors
2020-2026 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2020-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Breno Vilete
Associate Private Banker
Dana Jordan
Private Banker
Angelo Loumbas
Family Office Resource Generalist
Nicholas Kavallieratos
Managing Director, Wealth Management, Financial Advisor, Executive Financial Services Director
Managing Director, Wealth Management, Financial Advisor, Corporate Client Group Director
Chris Smith
Trust Specialist
About Breno Vilete
Breno Vilete is an Associate Private Banker serving Morgan Stanley Wealth Management offices in New York.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Breno began his career in financial services in 2011, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Senior Relationship Banker at Santander Bank. He also served as a Wealth Strategy Associate at UBS.
Breno is a graduate of the Kean University, where he received a Bachelor of Science in Finance. He lives in Wantagh, New York. Outside of the office, Breno enjoys riding his peloton, working out, and watching movies.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Breno began his career in financial services in 2011, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Senior Relationship Banker at Santander Bank. He also served as a Wealth Strategy Associate at UBS.
Breno is a graduate of the Kean University, where he received a Bachelor of Science in Finance. He lives in Wantagh, New York. Outside of the office, Breno enjoys riding his peloton, working out, and watching movies.
NMLS#: 910208
About Dana Jordan
Dana Jordan is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dana began her career in financial services in 2017 when she joined Morgan Stanley as a Lending Analyst in Private Banking Operations. She most recently returned to the firm in 2022. Prior to joining the firm, she was a Mortgage Professional at JP Morgan Private Bank.
Dana is a graduate of Loyola University Maryland, where she received a Bachelor of Business Administration in Finance She lives in Long Island, New York. Outside of the office, Dana donates her time to the American Legion Auxiliary Unit 1006. She is a Senior Gold Medalist and USFSA (U.S. Figure Skating Association) member, and enjoys partaking in CrossFit.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Dana began her career in financial services in 2017 when she joined Morgan Stanley as a Lending Analyst in Private Banking Operations. She most recently returned to the firm in 2022. Prior to joining the firm, she was a Mortgage Professional at JP Morgan Private Bank.
Dana is a graduate of Loyola University Maryland, where she received a Bachelor of Business Administration in Finance She lives in Long Island, New York. Outside of the office, Dana donates her time to the American Legion Auxiliary Unit 1006. She is a Senior Gold Medalist and USFSA (U.S. Figure Skating Association) member, and enjoys partaking in CrossFit.
NMLS#: 1974422
About Angelo Loumbas
Angelo is the Family Office Resources Generalist in the Northeast Region. Angelo provides in depth knowledge to ultra-high net worth (UHNW) clients and Financial Advisors across a broad range of family wealth and family office management matters. His area of focus includes family governance, wealth education,, strategic estate and financial planning, philanthropy management, lifestyle advisory, and customized asset allocation and portfolio construction. Angelo has over 25 years’ experience advising wealthy families, business owners, and philanthropic organizations.
Originally from Chicago and now residing in Westchester County, New York, , Angelo practiced law for 15 years and represented UHNW clients, closely held businesses, and major philanthropic organizations. He is admitted to the Society of Trust and Estate Practitioners and has been asked to speak over the years before tax, trust and estate committees of estate planning councils and other organizations. Angelo has also contributed thought leadership through Morgan Stanley’s Family Legacy and Governance Institute leadership series and authored an article for Barrons.com, “Should I Invest in My Kid’s Start-Up? Financial Advisors Can Help Clients Decide” (2023).
Angelo has been advising UHNW clients in the financial services industry for over 17 years, with 13 of those years at Morgan Stanley in Chicago and New York. He earned his J.D. from Indiana University at Bloomington, his M.B.A. from the University of Notre Dame, and B.A. from DePaul University. He also holds his Series 7, 66 and 24 licenses. In addition, Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club (2009-2010).
Originally from Chicago and now residing in Westchester County, New York, , Angelo practiced law for 15 years and represented UHNW clients, closely held businesses, and major philanthropic organizations. He is admitted to the Society of Trust and Estate Practitioners and has been asked to speak over the years before tax, trust and estate committees of estate planning councils and other organizations. Angelo has also contributed thought leadership through Morgan Stanley’s Family Legacy and Governance Institute leadership series and authored an article for Barrons.com, “Should I Invest in My Kid’s Start-Up? Financial Advisors Can Help Clients Decide” (2023).
Angelo has been advising UHNW clients in the financial services industry for over 17 years, with 13 of those years at Morgan Stanley in Chicago and New York. He earned his J.D. from Indiana University at Bloomington, his M.B.A. from the University of Notre Dame, and B.A. from DePaul University. He also holds his Series 7, 66 and 24 licenses. In addition, Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club (2009-2010).
About Chris Smith
Chris Smith is an Executive Director and Head of Morgan Stanley’s Trust Services Group. As a 30-year employee of Morgan Stanley, Chris is responsible for maintaining the “Open Architecture” trustee platform, which consists of thirteen third-party trust companies who can serve in a fiduciary, agency or custodial role for ultra-high-net worth client trust accounts. Chris and the Trust Services Group help Advisors, clients, prospects and the professional community understand the corporate trustee services available through Morgan Stanley and how our corporate trustee partners can be used to provide fiduciary solutions for clients. This involves reviewing trust document and statements as well as analyzing family dynamics. Chris then uses this information to recommend one or more of the firm’s third-party corporate trustee partners to possibly serve as trustee, co-trustee or administrative agent for a client trust account.
Prior to joining Morgan Stanley (Dean Witter), Chris worked in the Retirement Plans department of Prudential Securities and prior to that the District Agency department of Prudential Insurance Company. Chris holds a Bachelor of Arts degree in Communication/Journalism and Psychology from St. John Fisher College in Rochester, NY. He lives in Saratoga Springs, NY with his wife Sharon and two boys, Ryan and Michael and has a passion for golf, skiing and horse racing.
Prior to joining Morgan Stanley (Dean Witter), Chris worked in the Retirement Plans department of Prudential Securities and prior to that the District Agency department of Prudential Insurance Company. Chris holds a Bachelor of Arts degree in Communication/Journalism and Psychology from St. John Fisher College in Rochester, NY. He lives in Saratoga Springs, NY with his wife Sharon and two boys, Ryan and Michael and has a passion for golf, skiing and horse racing.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
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 trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley 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.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
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 trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley 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.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
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.
Wealth Management
From Our Team
The Hall Group at Morgan Stanley Brochure
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact The Hall Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley 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.
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 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.
4Morgan 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.
5Products 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.
6Morgan 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.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
10Alternative 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.
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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 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.
4Morgan 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.
5Products 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.
6Morgan 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.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
10Alternative 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.
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
