Monty Holcombe
Managing Director, Wealth Management, Financial Advisor, Family Wealth Advisor, Resident Manager
Phone:
(979) 731-0218(979) 731-0218
The Holcombe Group at Morgan Stanley
Direct:
(979) 776-9441(979) 776-9441
Our Mission Statement
Helping families manage their wealth through comprehensive financial planning, so they can focus on what matters most.
The Holcombe Group
The Holcombe Group at Morgan Stanley is a Bryan/College Station-based wealth management advisory team passionate about creating life-long relationships with our clients and their families. Partnering with a select group of families to manage their financial future, we advise and advocate for individuals and families who lack the time necessary to manage comprehensive financial plans. With over 75 years of combined experience serving the Aggieland community, we assist high net worth individuals with investment allocation, liquidity event planning, tax strategies, legacy giving, and trust services. Our focus is on protecting our clients’ wealth with objective advice and risk adjusted investments to help take the emotion out of investing. Please contact us to learn more about our services or to set up a consultation to explore how we can help.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Multigenerational Wealth Management
With our emphasis on providing comprehensive wealth management to families, we have found that our clients are increasingly focused on issues that span generations.
While all clients want to feel secure about their financial picture for themselves and their spouses, many also include future generations as part of their wealth planning.
Common concerns include:
While all clients want to feel secure about their financial picture for themselves and their spouses, many also include future generations as part of their wealth planning.
Common concerns include:
Family Governance
We help establish goals and assist with the “tough conversations” as needed.
Wealth Education for Coming Generations
We work with children and grandchildren to help them understand the importance of wealth stewardship.
Family Mission Statement
Knowing what you want to accomplish with your wealth provides clear parameters for family decisions.
Legacy Planning
How do you want to be remembered? We help create and maintain the appropriate strategies to fulfill your wishes.
Estate Planning Strategies
We work with your trusted advisors to integrate estate planning strategies into your overall wealth management strategy.
Philanthropy Strategies
There are many tactics to maximize the impact of the bequests you choose – we can help work through the intricacies as needed.
Business Succession Planning
If you own a business, what are your plans for the future? We have access to services that can help.
What We Do for You
Our clients are seeking deep and lasting professional financial experience and knowledge. We provide counsel on issues in wealth planning, investment management, lending, and family office resources. Our collaborative and open architectural approach relies on Morgan Stanley's deep global network. Our tools provide insights into the complex financial challenges you may face.
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
Investment Management
Investment Management is not a one-size-fits-all approach. Our team has dedicated resources to analyze manager approaches to investing. In addition, our framework allows us to personalize investment solutions for a wide range of distinct opportunities- creating a portfolio that is right for you.
Family Office Resources
Our clients are seeking solutions to a full range of complex, multi-generational, wealth management issues. Based on an in-depth understanding of your challenges, opportunities, and aspirations we can help address issues pertaining to governance, liability management, and philanthropy for you and your family.
The term "Family Office Resources" is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.
Wealth Planning
We work across the full spectrum of financial planning issues. We draw on our vast experience to offer you the appropriate solutions for your situation. Our goal is to perform preliminary due diligence, educate client, analyze planning techniques, and integrate investment and estate plans.
Managing Your Money in the 21st Century
We offer a comprehensive suite of tools to manage your wealth more effectively in today’s busy world. We are happy to assist you in signing up for any of these services.
Morgan Stanley Online (MSO)
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
Click Here to Learn More
Digital Vault
The Digital Vault allows you to build a centralized library for all your documents using encryption.
Click Here to Learn More
Goals Planning System (GPS)
GPS is our financial planning software. It helps define what you want out of life, so we can create a financial framework to bring these goals to fruition.
Click Here to Learn More
Total Wealth View
With this service, you can view all your assets and liabilities together – whether held at Morgan Stanley or elsewhere – in one place for a comprehensive overview of your assets.
Click Here to Learn MoreUpcoming Firm Events
We hope you will join us for this upcoming event.
U.S. Policy Pulse: 100 Days of Trump 2.0
DATE: April 24, 2025 at 4:15 p.m. ETWhat do the policies of the administration's first 100 days indicate for the economy and the markets? Join Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, for a conversation with Global Head of Government Relations, Michael J. Stein, and Head of U.S. Policy, Monica Guerra, about potential implications for investors.Can't attend the live event? Register anyway for access to the replay.
4398292 04/2025
Online
Location
166 Century Court
Ste 350
College Station, TX 77840
US
Direct:
(979) 776-9441(979) 776-9441
Meet The Holcombe Group
Hudson Holcombe, CEPA®
Financial Advisor, Financial Planning Specialist
Phone:
(979) 731-0214(979) 731-0214
Emily Duncan
Portfolio Associate
Phone:
(979) 731-0222(979) 731-0222
William C. Hughes
Registered Client Service Associate
Phone:
(979) 731-0221(979) 731-0221
Brenda Rowan
Portfolio Associate
Phone:
(979) 776-9441(979) 776-9441
Carlee Jackson
Client Service Associate
Phone:
(979) 731-0203(979) 731-0203
About Monty Holcombe
Monty Holcombe is a Managing Director, Family Wealth Advisor, and Resident Manager in College Station. He is the founding and senior member of The Holcombe Group at Morgan Stanley with three decades of experience in wealth management.
An industry veteran, Monty has dedicated his career to providing wealth management strategies for individuals, families, family foundations, business owners, and institutions, in Texas and across the country. Monty works diligently to demystify the investment and planning process by understanding client goals and values, and articulating the key activities needed to accomplish each goal. Most importantly, he focuses on creating long-term, trusting relationships to help his clients manage the complex, multi-generational challenges that accompany significant wealth.
Monty and his team utilize the full range of Morgan Stanley Wealth Management resources to tailor investment portfolios and strategies to meet their client’s needs, goals, and objectives.
A proud graduate of Texas A&M University, Monty remains deeply engaged with his alma mater. He serves on the Leadership Council of the Association of Former Students, is a member of the Texas A&M Chancellor’s Century Council, as well as the 12th Man Foundation Champions Council. His commitment to give back extends beyond the university, having served on the boards of the American Cancer Society and the American Heart Association.
Monty, Texas A&M Class of 1994, and his wife Leslie, ‘97, reside in Bryan and enjoy attending Aggie sporting events. They have two Aggie children, Hayden, ‘21, and Hudson, ‘24. Monty enjoys playing golf with his family and is an avid quail hunter.
An industry veteran, Monty has dedicated his career to providing wealth management strategies for individuals, families, family foundations, business owners, and institutions, in Texas and across the country. Monty works diligently to demystify the investment and planning process by understanding client goals and values, and articulating the key activities needed to accomplish each goal. Most importantly, he focuses on creating long-term, trusting relationships to help his clients manage the complex, multi-generational challenges that accompany significant wealth.
Monty and his team utilize the full range of Morgan Stanley Wealth Management resources to tailor investment portfolios and strategies to meet their client’s needs, goals, and objectives.
A proud graduate of Texas A&M University, Monty remains deeply engaged with his alma mater. He serves on the Leadership Council of the Association of Former Students, is a member of the Texas A&M Chancellor’s Century Council, as well as the 12th Man Foundation Champions Council. His commitment to give back extends beyond the university, having served on the boards of the American Cancer Society and the American Heart Association.
Monty, Texas A&M Class of 1994, and his wife Leslie, ‘97, reside in Bryan and enjoy attending Aggie sporting events. They have two Aggie children, Hayden, ‘21, and Hudson, ‘24. Monty enjoys playing golf with his family and is an avid quail hunter.
Securities Agent: DE, HI, SC, WA, UT, ID, NV, OR, NE, KY, ME, WY, WV, WI, VT, VI, VA, TX, TN, SD, RI, PR, PA, OK, OH, NY, NM, NJ, NH, ND, NC, MT, MS, MO, MN, MI, MD, MA, LA, KS, IN, IL, IA, GA, FL, DC, CT, CO, CA, AZ, AR, AL, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1262197
NMLS#: 1262197
About Hudson Holcombe
Hudson Holcombe is a Financial Advisor with The Holcombe Group at Morgan Stanley.
As a recent graduate of Texas A&M University with a degree in Agricultural Economics and a minor in Financial Planning, Hudson brings a fresh perspective and a strong foundation in financial strategies to an established wealth management team at Morgan Stanley. He is committed to building deep, lasting relationships with clients, with a particular focus on the next generation of wealth management. Hudson has obtained several designations including Certified Exit Planning Advisor and Financial Planning Specialist.
Hudson’s approach emphasizes holistic financial planning, seeking to ensure that every aspect of a client’s financial well-being is considered. By leveraging the extensive resources and experience of Morgan Stanley, he helps individuals, families, and businesses navigate complex financial landscapes with confidence and clarity.
Outside of work, Hudson enjoys hunting, playing golf, and attending Texas A&M sporting events. These passions not only keep him connected to values of discipline and strategy but also reinforce the importance of tradition and community that he brings to his work in wealth management. Whether you are planning for the future, managing generational wealth, or seeking tailored investment strategies, Hudson is dedicated to helping you achieve your financial goals with a thoughtful, personalized approach.
As a recent graduate of Texas A&M University with a degree in Agricultural Economics and a minor in Financial Planning, Hudson brings a fresh perspective and a strong foundation in financial strategies to an established wealth management team at Morgan Stanley. He is committed to building deep, lasting relationships with clients, with a particular focus on the next generation of wealth management. Hudson has obtained several designations including Certified Exit Planning Advisor and Financial Planning Specialist.
Hudson’s approach emphasizes holistic financial planning, seeking to ensure that every aspect of a client’s financial well-being is considered. By leveraging the extensive resources and experience of Morgan Stanley, he helps individuals, families, and businesses navigate complex financial landscapes with confidence and clarity.
Outside of work, Hudson enjoys hunting, playing golf, and attending Texas A&M sporting events. These passions not only keep him connected to values of discipline and strategy but also reinforce the importance of tradition and community that he brings to his work in wealth management. Whether you are planning for the future, managing generational wealth, or seeking tailored investment strategies, Hudson is dedicated to helping you achieve your financial goals with a thoughtful, personalized approach.
Securities Agent: TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2693310
NMLS#: 2693310
About Emily Duncan
Emily Duncan is an experienced portfolio associate for The Holcombe Group at Morgan Stanley. With over 25 years in the financial services industry, including a decade at Morgan Stanley, she has built a strong foundation in client service, administrative support, and portfolio management.
Emily has accumulated extensive experience in financial services, contributing significantly to The Holcombe Group’s operations. Her decade-long tenure at Morgan Stanley highlights her commitment to the firm and its clients.
In her role, Emily is responsible for a range of administrative and client support functions including assisting clients with account-related inquiries and documentation, preparing and reviewing portfolio reviews, ensuring accuracy and compliance in financial documentation, and supporting the team with various operational and administrative tasks.
Emily is dedicated to providing exceptional service to clients, ensuring their needs are met with professionalism and efficiency. Her experience and attention to detail contribute to the seamless management of client portfolios and overall operational success. Emily’s extensive experience, commitment to excellence, and proficiency in administrative and portfolio-related tasks make her an integral part of the team’s success.
Emily graduated from Texas A&M University with a Bachelor of Business Administration in Accounting and is a member of the Texas A&M Association of Former Students.
Emily and her husband Mike share a love for adventure, family, and sports. They enjoy traveling together, creating lasting memories with their three children and seven grandchildren. Whether exploring new destinations or simply spending quality time with their growing family, they cherish every moment. In addition to their travels, they are passionate supporters of all things Aggie, they love the thrill of riding dirt bikes, and the simple pleasure of unwinding and relaxing by the pool.
Emily has accumulated extensive experience in financial services, contributing significantly to The Holcombe Group’s operations. Her decade-long tenure at Morgan Stanley highlights her commitment to the firm and its clients.
In her role, Emily is responsible for a range of administrative and client support functions including assisting clients with account-related inquiries and documentation, preparing and reviewing portfolio reviews, ensuring accuracy and compliance in financial documentation, and supporting the team with various operational and administrative tasks.
Emily is dedicated to providing exceptional service to clients, ensuring their needs are met with professionalism and efficiency. Her experience and attention to detail contribute to the seamless management of client portfolios and overall operational success. Emily’s extensive experience, commitment to excellence, and proficiency in administrative and portfolio-related tasks make her an integral part of the team’s success.
Emily graduated from Texas A&M University with a Bachelor of Business Administration in Accounting and is a member of the Texas A&M Association of Former Students.
Emily and her husband Mike share a love for adventure, family, and sports. They enjoy traveling together, creating lasting memories with their three children and seven grandchildren. Whether exploring new destinations or simply spending quality time with their growing family, they cherish every moment. In addition to their travels, they are passionate supporters of all things Aggie, they love the thrill of riding dirt bikes, and the simple pleasure of unwinding and relaxing by the pool.
About William C. Hughes
William Hughes is a Registered Client Service Associate for The Holcombe Group at Morgan Stanley. He has five years of experience in the financial services industry. William strives to provide a pleasant and streamlined client experience. He performs various planning and analysis functions, including creating client financial plans, researching unique and complex client scenarios, analyzing client holdings and portfolios, and more.
William graduated from Hendrix College in Conway, Arkansas with a Bachelor in Business and Economics and was a member of the collegiate golf team.
William and his wife, Audrey, live in College Station with their daughters, Freya and Elsie, and enjoy leisure time with their friends and family. He also enjoys watching Aggie sports, working on cars, and playing a round of golf.
William graduated from Hendrix College in Conway, Arkansas with a Bachelor in Business and Economics and was a member of the collegiate golf team.
William and his wife, Audrey, live in College Station with their daughters, Freya and Elsie, and enjoy leisure time with their friends and family. He also enjoys watching Aggie sports, working on cars, and playing a round of golf.
About Brenda Rowan
Brenda is a Portfolio Associate with The Holcombe Group at Morgan Stanley. She supports the Financial Advisors and has been servicing clients and handling branch operations since she joined Morgan Stanley in 2011. Her goal is to make sure that every client has an exceptional experience.
With over 45 years of experience in the financial industry, Brenda has held positions in retail and commercial banking, has served as a trust officer and ultimately transitioned into the investment field in 2008. The Holcombe Group benefits from her vast knowledge of the industry and her exquisite attention to detail.
Originally from Ft. Worth, Brenda relocated to the Bryan/College Station area over 40 years ago from Houston, Texas. Brenda has two daughters, and she and her husband, Terry, live in Bryan. Brenda and Terry are active members of Brazos Fellowship Church. She enjoys dancing, trips to the beach and spending quality time with family and friends.
With over 45 years of experience in the financial industry, Brenda has held positions in retail and commercial banking, has served as a trust officer and ultimately transitioned into the investment field in 2008. The Holcombe Group benefits from her vast knowledge of the industry and her exquisite attention to detail.
Originally from Ft. Worth, Brenda relocated to the Bryan/College Station area over 40 years ago from Houston, Texas. Brenda has two daughters, and she and her husband, Terry, live in Bryan. Brenda and Terry are active members of Brazos Fellowship Church. She enjoys dancing, trips to the beach and spending quality time with family and friends.
About Carlee Jackson
Carlee Jackson is a Client Service Associate for The Holcombe Group at Morgan Stanley. With a solid foundation in Economics and Business, she takes pride in applying her education to her hands-on client service role, which she approaches with enthusiasm. Carlee’s attention to detail and commitment to excellence help the team deliver a seamless client experience. She plays a key role in managing the day-to-day operations, handling client inquiries, and supporting the financial planning process.
Carlee graduated from Texas A&M University with a Bachelor’s degree in Economics and a Minor in Business. She also earned the Business Economics Certificate (BEC), a prestigious program that integrates economic principles with business strategy. This program enhanced her analytical skills in data analysis and economic forecasting, which she applies daily to support financial planning and assist in optimizing client portfolios.
Outside of work, Carlee enjoys running and spending quality time with her family and friends, who are deeply important to her. Her strength comes from her strong Christian faith, which provides her with the foundation to face every challenge with resilience. Carlee also finds joy in cheering on the Aggies, bringing the same enthusiasm and spirit to every game as she does to her personal and professional life.
Carlee graduated from Texas A&M University with a Bachelor’s degree in Economics and a Minor in Business. She also earned the Business Economics Certificate (BEC), a prestigious program that integrates economic principles with business strategy. This program enhanced her analytical skills in data analysis and economic forecasting, which she applies daily to support financial planning and assist in optimizing client portfolios.
Outside of work, Carlee enjoys running and spending quality time with her family and friends, who are deeply important to her. Her strength comes from her strong Christian faith, which provides her with the foundation to face every challenge with resilience. Carlee also finds joy in cheering on the Aggies, bringing the same enthusiasm and spirit to every game as she does to her personal and professional life.
Contact Monty Holcombe
Contact Hudson Holcombe
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Holcombe Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC 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.
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 and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Morgan Stanley Smith Barney LLC (“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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC 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.
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 and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Morgan Stanley Smith Barney LLC (“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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
