William Huffman
Senior Vice President, Wealth Advisor, Financial Advisor
Phone:
(314) 889-9802(314) 889-9802
The Huffman Noakes Weber Group at Morgan Stanley
Direct:
(314) 863-2000(314) 863-2000
Toll-Free:
(866) 646-4644(866) 646-4644
Our Mission Statement
Our purpose is to help clients and their families realize their full wealth potential. This is our mission. Everything we do reflects this mission and the values that make it possible.
About Our Team
Helping clients manage their wealth requires a careful and thoughtful appreciation of who you are and where you want to go. Our 6-person team is wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, comprehensive investment strategies and a passion for serving you.
Services Include
- Trust AccountsFootnote1
- Wealth ManagementFootnote2
- 401(k) Rollovers
- Estate Planning StrategiesFootnote3
- Financial PlanningFootnote4
- Life InsuranceFootnote5
- Long Term Care InsuranceFootnote6
- Professional Portfolio ManagementFootnote7
- Executive Financial ServicesFootnote8
- Qualified Retirement PlansFootnote9
- Retirement PlanningFootnote10
- Sustainable InvestingFootnote11
- Wealth Consulting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Goal Identification
During our initial meeting(s), we listen to you. We’ll help you identify what to improve, develop or change as it relates to your wealth. By reviewing your completed confidential client profile, we’ll be able to determine your risk tolerance. Your long-term financial goals and objectives will be identified to set the foundation of your wealth plan.
Plan Development
We’ll conduct a portfolio stress test on your current investments and review your current statements. Our goal is to ensure your financial goals and objectives are in line with your level of comfort in taking on risk so that we can design a personalized financial roadmap that best meets your needs.
Strategy Selection
Providing disciplined and transparent investment strategies are the foundation of our wealth management practice. Through education, we want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.
Transparent Communication
Once your plan is set in motion, you’ll define how we communicate with you – phone, email, mailings or in-person – but you can expect us to deliver proactive, transparent communications and unparalleled service. We’ll schedule annual reviews to ensure your financial goals and objectives remain current.
During our initial meeting(s), we listen to you. We’ll help you identify what to improve, develop or change as it relates to your wealth. By reviewing your completed confidential client profile, we’ll be able to determine your risk tolerance. Your long-term financial goals and objectives will be identified to set the foundation of your wealth plan.
Plan Development
We’ll conduct a portfolio stress test on your current investments and review your current statements. Our goal is to ensure your financial goals and objectives are in line with your level of comfort in taking on risk so that we can design a personalized financial roadmap that best meets your needs.
Strategy Selection
Providing disciplined and transparent investment strategies are the foundation of our wealth management practice. Through education, we want to help you understand our investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.
Transparent Communication
Once your plan is set in motion, you’ll define how we communicate with you – phone, email, mailings or in-person – but you can expect us to deliver proactive, transparent communications and unparalleled service. We’ll schedule annual reviews to ensure your financial goals and objectives remain current.
Location
7733 Forsyth Blvd
Ste 2100
Clayton, MO 63105
US
Direct:
(314) 863-2000(314) 863-2000
Toll-Free:
(866) 646-4644(866) 646-4644
Meet The Huffman Noakes Weber Group
Jason A Noakes
Senior Vice President, Financial Advisor, Family Wealth Advisor
Phone:
(314) 854-9348(314) 854-9348
John Weber
First Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(314) 889-9828(314) 889-9828
Phone:
(314) 854-9304(314) 854-9304
Margaret George
Senior Registered Associate
Phone:
(314) 854-5606(314) 854-5606
Natalia Staniek
Registered Client Service Associate
Phone:
(314) 889-0302(314) 889-0302
About William Huffman
Bill joined Morgan Stanley in 1988. As a Portfolio Manager, he manages investment portfolios on a discretionary basis, in accordance with client goals. As a CERTIFIED FINANCIAL PLANNER(tm) since 1995, Bill has a broad understanding of a variety of client financial needs. Bill started his financial services career with Merrill Lynch in 1972. In 1975 he joined E.F. Hutton where he served as an Investment Broker, St. Louis Branch Manager and the Midwest regional leveraged products specialist. Bill has a M.B.A. from the University of Missouri-Columbia, and B.S.B.A., majoring in economics, from Drake University.
Securities Agent: NH, CO, VA, NY, NM, MA, HI, PR, OK, NJ, NC, MI, CA, WA, IA, CT, AZ, AL, GA, UT, DC, AR, TX, MN, KS, PA, ME, MD, RI, OH, KY, IL, FL, WY, IN, WV, WI, SC, OR, MO; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Jason A Noakes
Jason has worked for Morgan Stanley since 2002. As a holistic wealth planner, Jason dedicates himself to understanding each of his client’s unique financial situations – assets, liquidity, liabilities and insurance – and helps them articulate and refine their financial goals. He then helps them develop and implement a plan designed to successfully achieve them. Jason graduated from Vanderbilt University with a degree in Chemistry and Business Administration.
Securities Agent: NH, IA, CA, AR, WV, KS, DC, MA, KY, IN, HI, GA, UT, PA, MO, MD, IL, NY, NM, NC, WY, SC, NE, MI, FL, CO, AL, VA, MN, CT, WI, WA, TX, TN, OH, NJ, ID, AZ, PR, OR, ND, ME, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1288146
NMLS#: 1288146
About John Weber
John has worked for Morgan Stanley since 1999. As a CERTIFIED FINANCIAL PLANNER(tm) since 2009, John has the tools required for comprehensive financial planning and applies his knowledge to each client’s unique situation. John’s work experience with McDonnell Douglas, Fiberite, and Nanophase Technologies provides him with real world experience in science and business. John earned his BS in Chemistry and M.B.A. (finance) from University of Missouri-Columbia.
Securities Agent: DC, WI, VA, TX, NH, MD, AZ, ID, CA, MA, AL, CO, SC, NM, MN, MI, ME, OR, NC, WV, MO, AR, OK, NJ, IN, GA, HI, WA, UT, OH, KS, IL, FL, PA, NY, IA, WY, KY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278909
CA Insurance License #: 0C94996
NMLS#: 1278909
CA Insurance License #: 0C94996
About Art Stone
Art joined Morgan Stanley in 1987 as a Financial Advisor. As a Financial Advisor and Certified Financial Planner™, Art works primarily with individuals, families, and small business owners and strives to meet their goals by delivering advice utilizing the vast array of solutions, and resources available at Morgan Stanley. Prior to his career at Morgan Stanley, Art worked as an Economic Analyst at Ozark Airlines and subsequently owned a retail store. Art has a Bachelor of Science Degree and Masters of Arts Degree in Economics from the University of Missouri-St. Louis.
Please contact Art at 314-854-9304 or Arthur.H.Stone@morganstanley.com
Please contact Art at 314-854-9304 or Arthur.H.Stone@morganstanley.com
Securities Agent: FL, AL, WV, MO, KS, CO, WI, NC, AR, WY, PA, NJ, MS, MI, IN, DC, ME, KY, AZ, UT, MN, CA, OH, NY, MA, WA, VA, SC, OK, GA, TX, NH, MD, IL, OR, HI, NM, IA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265223
NMLS#: 1265223
About Margaret George
Margaret has worked for Morgan Stanley since 2004. As a Senior Registered Client Service Associate, she assists with trade execution, financial plan construction and leads new client on-boarding service and administration. Margaret's 17-years of experience in the financial services industry are highlighted by the strong relationships she has built with clients and colleagues.
Margaret holds her Series 7, 6, 63, 65 and 31 Licenses.
Margaret holds her Series 7, 6, 63, 65 and 31 Licenses.
About Natalia Staniek
Natalia started her career at Morgan Stanley in 2019. As a Registered Client Service Associate, Natalia is committed to providing a caring client experience, as she delivers a broad range of administrative and operational services. Her primary responsibilities include onboarding new clients and deepening relationships with existing clients.
Natalia earned her B.A. in Finance from the University of Missouri-St. Louis. In her free time, she enjoys traveling, as well as spending time with family and friends.
Natalia holds her Series 7 and 66 Licenses.
Natalia earned her B.A. in Finance from the University of Missouri-St. Louis. In her free time, she enjoys traveling, as well as spending time with family and friends.
Natalia holds her Series 7 and 66 Licenses.
Contact William Huffman
Contact Jason A Noakes
Contact John Weber
Contact Arthur Stone
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
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
529 Plans: A Powerful Tool to Save for Education
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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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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 Huffman Noakes Weber 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 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
8Morgan 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.
9When 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.
10When 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.
11The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
8Morgan 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.
9When 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.
10When 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.
11The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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)
