Phone:
(817) 983-1391(817) 983-1391
The Hollarn/Amason Group at Morgan Stanley
Direct:
(682) 233-7149(682) 233-7149
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
- Financial PlanningFootnote1
- Retirement PlanningFootnote2
- 401(k) Rollovers
- Alternative InvestmentsFootnote3
- Wealth ManagementFootnote4
- Fixed IncomeFootnote5
- Cash Management and Lending ProductsFootnote6
- Professional Portfolio ManagementFootnote7
- Planning for Education FundingFootnote8
- Municipal BondsFootnote9
- Divorce Financial AnalysisFootnote10
- Exchange Traded FundsFootnote11
- Estate Planning StrategiesFootnote12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Services
Retirement Planning
To create a fully comprehensive plan, we will look at your past, current, and future financial goals and obligations. With this information, we will work with you to see that you can enjoy retirement at the age and capacities that you wish.
Click Here to Lean More
401k Planning
Start planning for retirement now with a 401k. Learn more about the benefits and how to take full advantage.
Click Here to Learn More
Financial Planning
Your goals, assets, liabilities and other important information are gathered and analyzed. Using my perspective and experience with other unique clients like you to make recommendations on spending, giving and living.
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Widowers, Divorcees
Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.
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Tax Planning
We will work with you to make sure you are paying the correct amount of taxes for your specific situation.
Click Here to Learn More
Estate Planning Strategies
Proper estate planning gives careful consideration to the estate owner’s future plans, preferences and goals. Let us work together to ensure a smooth transition of wealth to your heirs.
Click Here to Learn MoreInvestor Resources
Morgan Stanley believes in providing their clients with up to date market data that they can access at any time, anywhere. Feel free to learn more about any of the topics below.
Thoughts on the Market Podcast
This Morgan Stanley podcast looks to give perspective on current events, and the impact they will have on the global markets.
Click Here to Listen
Cyber Security
In today's digital era, it is extremely important to make sure you are protecting yourself online.
Click Here to Learn More
Total Wealth View
Have access to your entire financial picture in one place. With access to Total Wealth View, your Financial Advisor will be able to fully understand your financial position and ensure your risk is being properly managed.
Click Here to Learn More about Total Wealth View
Reserved Living and Giving
Clients with $1 million+ in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. As a Reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
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Morgan Stanley Minute
Take a deeper dive into specific topics, and what Morgan Stanley analysts have to say about them.
Click Here to Learn MoreA Wealth Management Strategy as Individual as You Are
The Hollarn/Amason Group wealth management process begins with you, your investment objectives, and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
Chances are, that the goals you set today will evolve over time. Our process is designed to evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as extensive resources of Morgan Stanley, The Hollarn/Amason Group can help you take charge of your financial future and achieve your goals.
Chances are, that the goals you set today will evolve over time. Our process is designed to evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as extensive resources of Morgan Stanley, The Hollarn/Amason Group can help you take charge of your financial future and achieve your goals.
Your Mid-Year Financial Planning Checklist
Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here’s a mid-year checklist to help get you started.
Your Mid-Year Financial Planning Checklist
Estate Planning Essentials: 7 Key Steps
Creating an estate plan can help protect your wealth and prevent hardship for your heirs.
Estate Planning Essentials: 7 Key Steps
Planning for Life After Selling a Business
Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.
Planning for Life After Selling a Business
5 Steps to Create a Budget
Your everyday spending can affect your longer-term goals. Follow these five steps to spend smartly now—so you can reach your goals later.
5 Steps to Create a BudgetLocation
3230 Camp Bowie Blvd
Ste 625
Fort Worth, TX 76107
US
Direct:
(682) 233-7149(682) 233-7149
Meet The Hollarn/Amason Group
Phone:
(817) 983-1026(817) 983-1026
Phone:
(817) 983-6472(817) 983-6472
Ashley Gredys
Senior Client Service Associate
About Me
Hunter has over a decade of experience as a Financial Advisor. Hunter founded his wealth management team at Merrill in 2012 where he quickly rose to the Senior Vice President title. Hunter led the Southlake office as a Resident Director where he managed an office of over 20 Financial Advisors and their teams. Hunter’s mission is to gain a complete understanding of each client to create a customized financial strategy. Hunter and his team implement a unique wealth planning approach that starts with learning each client’s specific personal goals, current financial standing, and future financial goals. They then help design and implement a customized wealth management approach that helps clients pursue financial goals while mitigating risk. The team provides collaborative solutions to help turn goals into reality. As a Portfolio Manager, Hunter can help clients pursue objectives in a customized strategy. He takes special care to define risk and incorporate a portfolio that best suits his client’s goals and risk appetite.
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Hunter played collegiate tennis and enjoys playing competitively through leagues across Texas. In his free time, he enjoys spending time with his family and traveling.
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Hunter played collegiate tennis and enjoys playing competitively through leagues across Texas. In his free time, he enjoys spending time with his family and traveling.
NMLS#: 1025645
About Kayla Amason
Kayla currently serves as a Vice President and partner of the Hollarn Amason Wealth Management Group at Morgan Stanley. Kayla and her team offer comprehensive financial planning services to their clients with an unprecedented quality of service. She strives to offer a unique and innovative approach to the industry through a distinct perspective offering both youth and experience.
Kayla has worked in the financial service industry for over 10 years and has dedicated 5 of those years to Wealth Management and Financial Planning. Kayla and her team provide a holistic and accessible perspective to financial planning that starts with getting to know YOU. Using state of the art technology, each client is guided through a planning, implementation and evaluation process to help achieve their specific financial goals.
Kayla graduated from Texas A&M College Station with a BA and MS in Accounting and started her career in 2012 as a Certified Public Accountant* with Ernst & Young. She was presented the opportunity to enter the wealth management industry in 2017 where she gained her securities licenses. Kayla’s CPA license allows her the unique ability to navigate tax planning opportunities including estate tax, Roth Conversions, and tax efficiency planning. In 2020, Kayla achieved her CERTIFIED FINANCIAL PLANNER™ designation which allows her to offer one of the industry’s highest regarded financial planning methods backed by rigorous coursework and industry experience. As a CFP® practitioner, she offers specialized training in retirement, tax, and estate planning while being held to stringent industry regulations and an additional level of Fiduciary Duty. Her diverse experiences paired with her professional designations allow her to cultivate unique approaches to her client’s individualized needs. Kayla and her team specialize in: Retirement, Succession, Tax, and Divorce planning.
When she’s not crunching numbers on her 10-key, you can find Kayla at the gym, or spending time with her three beloved dogs and husband. She also enjoys traveling and painting as her creative outlet.
*Kayla does not provide tax or legal advice in her current role with Morgan Stanley
Kayla has worked in the financial service industry for over 10 years and has dedicated 5 of those years to Wealth Management and Financial Planning. Kayla and her team provide a holistic and accessible perspective to financial planning that starts with getting to know YOU. Using state of the art technology, each client is guided through a planning, implementation and evaluation process to help achieve their specific financial goals.
Kayla graduated from Texas A&M College Station with a BA and MS in Accounting and started her career in 2012 as a Certified Public Accountant* with Ernst & Young. She was presented the opportunity to enter the wealth management industry in 2017 where she gained her securities licenses. Kayla’s CPA license allows her the unique ability to navigate tax planning opportunities including estate tax, Roth Conversions, and tax efficiency planning. In 2020, Kayla achieved her CERTIFIED FINANCIAL PLANNER™ designation which allows her to offer one of the industry’s highest regarded financial planning methods backed by rigorous coursework and industry experience. As a CFP® practitioner, she offers specialized training in retirement, tax, and estate planning while being held to stringent industry regulations and an additional level of Fiduciary Duty. Her diverse experiences paired with her professional designations allow her to cultivate unique approaches to her client’s individualized needs. Kayla and her team specialize in: Retirement, Succession, Tax, and Divorce planning.
When she’s not crunching numbers on her 10-key, you can find Kayla at the gym, or spending time with her three beloved dogs and husband. She also enjoys traveling and painting as her creative outlet.
*Kayla does not provide tax or legal advice in her current role with Morgan Stanley
NMLS#: 1673414
About Paulina LaNasa
Paulina graduated from SMU with a BA in General Business and started her career as a financial advisor at Merrill Lynch in 2019. Paulina’s goal is to gain a complete understanding of her clients in order to help create customized financial plans and investment strategies. She enjoys being part of the Hollarn Amason Group, whose mission is to understand their client’s financial goals and then align the resources needed to help them meet or exceed those goals. Paulina earned the Chartered Retirement Planning Counselor designation through the College of Financial Planning to increase her knowledge in the retirement planning space and better serve her clients. Paulina grew up in Fort Worth and has built many connections in the DFW area over the years, so her primary role on the Hollarn Amason group is business development and event planning. In her free time, you can find Paulina playing pickleball, working out, snuggling with her dogs, or spending time with her family and friends.
NMLS#: 1893304
Contact Hunter Hollarn
Contact Kayla Amason
Contact Paulina LaNasa
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
Article Image
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.
Ready to start a conversation? Contact The Hollarn/Amason Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Alternative 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.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Morgan 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
7Morgan 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.
8When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
10Morgan 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.
11An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Alternative 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.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Morgan 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
7Morgan 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.
8When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
10Morgan 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.
11An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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)
