Jason Redpath, CIMA®
Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director
Phone:
(513) 762-5261(513) 762-5261
The Kenwood Wealth Management Group at Morgan Stanley
Direct:
(513) 762-5212(513) 762-5212
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story
Wealth is a complex, multi-dimensional concept encompassing not only your financial success, but also the relationships, experiences and values that enrich your life. At The Kenwood Wealth Management Group, we believe wealth management should embrace all dimensions of your wealth, from investment management, business succession planning and estate planning strategies to insurance, taxes and the legacy you leave to your children and grandchildren.
You have earned your success through hard work and a single-minded dedication to building a comfortable life for yourself and your family. As your wealth has grown, so has its complexity and the resources required to manage it. Our goal is to simplify the complex, helping you make sense of your full financial picture and connecting you to the resources and solutions you need in an effort to secure the financial future you envision.
With a legacy in the financial services industry that dates back to the 1970s, we are proud to have worked with many of our clients into the second, third and even fourth generations. The true value of our longevity lies in our experience. Having worked with myriad families over the years, we have seen—and helped clients address—the full spectrum of challenges that come with family wealth.
As a multi-generational team, we offer continuity and the ability to connect with every generation of your family as contemporaries, peers and friends. We have diverse perspectives and personalities, but we share a belief system of values, ethics and exceptional service that is the heart of the wealth advisory experience we deliver to each and every client.
As of December 31, 2025, we oversee in excess of $1.5 Billion in assets for our clients.
You have earned your success through hard work and a single-minded dedication to building a comfortable life for yourself and your family. As your wealth has grown, so has its complexity and the resources required to manage it. Our goal is to simplify the complex, helping you make sense of your full financial picture and connecting you to the resources and solutions you need in an effort to secure the financial future you envision.
With a legacy in the financial services industry that dates back to the 1970s, we are proud to have worked with many of our clients into the second, third and even fourth generations. The true value of our longevity lies in our experience. Having worked with myriad families over the years, we have seen—and helped clients address—the full spectrum of challenges that come with family wealth.
As a multi-generational team, we offer continuity and the ability to connect with every generation of your family as contemporaries, peers and friends. We have diverse perspectives and personalities, but we share a belief system of values, ethics and exceptional service that is the heart of the wealth advisory experience we deliver to each and every client.
As of December 31, 2025, we oversee in excess of $1.5 Billion in assets for our clients.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
As your wealth advisory team, we are committed to helping you grow, protect and preserve your wealth so you can accomplish the things that are most important to you. Your goals are our priority, and our role is to advocate for your best interests and to help you make confident, educated financial decisions.
We believe in building long-term relationships that are tailored to your unique circumstances, preferences and goals. Our disciplined, detailed approach to wealth management enables us to understand your objectives and then recommend strategies to help you achieve them:
We believe in building long-term relationships that are tailored to your unique circumstances, preferences and goals. Our disciplined, detailed approach to wealth management enables us to understand your objectives and then recommend strategies to help you achieve them:
Discover
We begin every relationship with a conversation, not just about your finances, but about your family and your challenges, opportunities, fears and aspirations. This conversation is our opportunity to get to know you on a personal level and to understand your priorities, preferences and expectations.
Plan
We believe in the value of financial planning as a foundation for informed decision-making that aligns your wealth with your goals. Once we understand your full financial picture, we develop a personalized plan that addresses not only your investment needs, but also other facets of your financial life.
Execute
Once we have agreed on a path forward, we bring together the resources, strategies and potential solutions necessary to help put the plan in motion.
Monitor & Evolve
We carefully and continually monitor your progress. As your life unfolds, and as market conditions change, we may recommend adjustments that help keep you on pace to achieve your goals.
Jason E. Redpath, CIMA® – Certified Investment Management Analyst®
Certified Investment Management Analyst® (CIMA®) certification is one of the peak international, technical portfolio construction programs for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be one of the highest levels of advanced investment education for client-facing advisors.
Jack K. Skidmore, CFP® - Certified Financial Planner®
The Certified Financial Planner® designation is awarded to candidates who have demonstrated knowledge in the areas of Education, Investment, Tax, Retirement, Estate and Insurance planning strategies. CFP® professionals must accrue several years of experience related to delivering financial planning services to clients and pass a comprehensive exam before calling themselves a CFP® Professional and are held to strict ethical standards to help ensure financial planning recommendations are in the best interest of their clients.
Rachel D. Shal, CFP® - Certified Financial Planner®
The Certified Financial Planner® designation is awarded to candidates who have demonstrated knowledge in the areas of Education, Investment, Tax, Retirement, Estate and Insurance planning strategies. CFP® professionals must accrue several years of experience related to delivering financial planning services to clients and pass a comprehensive exam before calling themselves a CFP® Professional and are held to strict ethical standards to help ensure financial planning recommendations are in the best interest of their clients.
A financial plan made for you
Our 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.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.
LifeView® - Intelligent Planning
LifeView® is a comprehensive planning platform designed to help clients connect their financial resources with their long-term goals. Through goal-specific analysis and personalized modeling, we can evaluate many facets of your financial life – including investments, cash flow, retirement, education, and legacy planning – to develop an integrated strategy tailored to your specific needs.
Aladdin - Intelligent Risk Management
Risk is an inherent part of investing, making risk monitoring and management essential to a disciplined investment process.
Powered by Aladdin®, our portfolio risk platform provides comprehensive risk analytics and reporting across a broad range of asset classes and security types. This enables us to perform portfolio-level and security-level analysis, to help identify, measure and monitor risk exposure so that risk can be managed effectively and investment decisions can be made with greater confidence.
Learn More HerePowered by Aladdin®, our portfolio risk platform provides comprehensive risk analytics and reporting across a broad range of asset classes and security types. This enables us to perform portfolio-level and security-level analysis, to help identify, measure and monitor risk exposure so that risk can be managed effectively and investment decisions can be made with greater confidence.
Strategic Withdrawals
Building wealth is only part of the equation – preserving it is equally important. Taxes can have a significant impact on the value of your assets, particularly when funds are withdrawn. This is why it is vital to look at your portfolio holistically and coordinate liquidation and investment strategies in a tax-aware manner.
Thoughtful planning today can potentially improve after-tax outcomes and support your long-term financial goals. Use the resources found below to help you get started.
View Tax-Aware Strategies HereThoughtful planning today can potentially improve after-tax outcomes and support your long-term financial goals. Use the resources found below to help you get started.
Spending and Budgeting
Understanding where your money goes is a key component of any financial plan. Morgan Stgnaley’s Spending and Budgeting tools can help track income, expenses, and spending trends across both internal and external accounts, providing a clear picture of your financial habits.
By analyzing cash flow and spending patterns, these tools can help identify opportunities for improvement and support progress toward your short- and long-term financial goals.
Start Using These Tools TodayBy analyzing cash flow and spending patterns, these tools can help identify opportunities for improvement and support progress toward your short- and long-term financial goals.
Location
7755 Montgomery Road 2nd
2nd Floor
Cincinnati, OH 45236
US
Direct:
(513) 762-5212(513) 762-5212
Meet The Kenwood Wealth Management Group
Jack Skidmore, CFP®
Senior Vice President, Wealth Management, Financial Advisor
Phone:
(513) 762-5309(513) 762-5309
Alec Manser
Consulting Group Analyst
Phone:
(513) 762-5289(513) 762-5289
Rachel Shal, CFP®
Financial Planning Analyst
Phone:
(513) 762-5318(513) 762-5318
Kristi McClure
Assistant Vice President, Business Development Director
Phone:
(513) 762-5337(513) 762-5337
Mitch Deskins
Senior Registered Client Service Associate
Phone:
(513) 762-5243(513) 762-5243
Traci Manford
Client Relationship Analyst
Phone:
(513) 762-5346(513) 762-5346
About Jason Redpath
Jason E. Redpath, CIMA®
Managing Director | Financial Advisor | Senior Portfolio Management Director
Jason began his career in the financial services in 1999. He excels at simplifying complex, abstract financial concepts and is dedicated to helping clients make wise, educated decisions about their future. He holds the Certified Investment Management Analyst® certification, attained through the Wharton School of Business at the University of Pennsylvania and is a member of the Investments & Wealth Institute.
Jason earned his bachelor’s degree in economics from Wittenberg University in Springfield, Ohio. He has volunteered for the Leukemia & Lymphoma Society, previously serving as Chairman of the Board for the Southern Ohio Chapter, as well as the Executive Chair of its 2014 Light the Night walk. He and his wife, Heather, reside in Hyde Park with their four children. Jason is an avid golfer and enjoys cooking.
Managing Director | Financial Advisor | Senior Portfolio Management Director
Jason began his career in the financial services in 1999. He excels at simplifying complex, abstract financial concepts and is dedicated to helping clients make wise, educated decisions about their future. He holds the Certified Investment Management Analyst® certification, attained through the Wharton School of Business at the University of Pennsylvania and is a member of the Investments & Wealth Institute.
Jason earned his bachelor’s degree in economics from Wittenberg University in Springfield, Ohio. He has volunteered for the Leukemia & Lymphoma Society, previously serving as Chairman of the Board for the Southern Ohio Chapter, as well as the Executive Chair of its 2014 Light the Night walk. He and his wife, Heather, reside in Hyde Park with their four children. Jason is an avid golfer and enjoys cooking.
Securities Agent: MD, AL, ID, TX, PA, OH, NV, NC, WV, NM, IA, WA, VA, SC, MO, CA, MA, KY, IL, VT, NJ, IN, CO, HI, NY, AR, NH, CT, MN, GA, FL, AZ, WI, TN, RI, MI, LA, KS, DC; General Securities Representative; Investment Advisor Representative
About Jack Skidmore
Jack Skidmore, CFP®
Senior Vice President | Financial Advisor
Jack began his career in financial services in 2011 at Fidelity Investments in Covington, KY. He started as a financial representative, working his way through various roles within the Stock Plan Services department before joining The Kenwood Wealth Management Group in 2014. In addition to working with clients, Jack sits on the team’s investment committee. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
A native of Ohio, Jack attended the University of Kentucky where he earned dual degrees in Finance & Marketing. In his spare time, Jack enjoys golfing, running and playing pick-up basketball. Jack and his wife, Kim, currently live in Anderson with their three children.
Senior Vice President | Financial Advisor
Jack began his career in financial services in 2011 at Fidelity Investments in Covington, KY. He started as a financial representative, working his way through various roles within the Stock Plan Services department before joining The Kenwood Wealth Management Group in 2014. In addition to working with clients, Jack sits on the team’s investment committee. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
A native of Ohio, Jack attended the University of Kentucky where he earned dual degrees in Finance & Marketing. In his spare time, Jack enjoys golfing, running and playing pick-up basketball. Jack and his wife, Kim, currently live in Anderson with their three children.
Securities Agent: NM, IL, MA, CO, LA, DC, CT, VT, NC, MI, KS, AL, WA, VA, SC, OH, NV, NJ, ID, GA, FL, AR, TX, CA, AZ, MO, MD, IN, IA, HI, KY, TN, NH, WI, RI, PA, MN, WV, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1236550
NMLS#: 1236550
About Alec Manser
Alec joined Morgan Stanley in 2021 as a Consulting Group Analyst, where he leverages his analytical expertise to optimize portfolio efficiencies, conduct comprehensive retirement planning, and provide insights in client meetings. Alec graduated from Xavier University with a Bachelor of Science in Actuarial Mathematics and a minor in Finance. Alec holds his Series 7, Series 66, and Actuarial Exam FM certifications. Through a meticulous, research-based approach, Alec is dedicated to analyzing economic and market trends for client benefit. Outside of work, he enjoys cheering on Cincinnati sports teams and spending time with family and friends.
About Rachel Shal
Rachel joined The Kenwood Wealth Management Group at Morgan Stanley in 2024 as a Financial Planning Analyst. In this role, she works closely with the Financial Advisors to deliver comprehensive wealth planning strategies designed to help clients align their financial resources with their long-term goals. She is a CFP® professional, which is a designation awarded by the Certified Financial Planner Board of Standards.
Prior to joining the team, she was a Senior Analyst within the Partner Compensation Group at Goldman Sachs in New York. Rachel is a graduate of The Ohio State University, where she studied Finance and Business Analytics. Rachel currently resides in Cincinnati’s Mount Lookout neighborhood. Outside of the office, she enjoys reading, hiking, exploring new restaurants, and spending time with family and friends. Rachel currently serves as a Catalyst Board Member of The Cincinnati Art Museum.
Prior to joining the team, she was a Senior Analyst within the Partner Compensation Group at Goldman Sachs in New York. Rachel is a graduate of The Ohio State University, where she studied Finance and Business Analytics. Rachel currently resides in Cincinnati’s Mount Lookout neighborhood. Outside of the office, she enjoys reading, hiking, exploring new restaurants, and spending time with family and friends. Rachel currently serves as a Catalyst Board Member of The Cincinnati Art Museum.
About Kristi McClure
Kristi began her career in the financial services industry in 1984, joining the team in 1986. She currently holds her Series 7, and Series 66. Kristi’s experience and knowledge enables her to deliver exceptional client service, support to Financial Advisors and incorporate strategies to execute and help meet client’s financial goals. Kristi and her husband Bill reside in northern Kentucky. In her free time, she enjoys spending time with her family, her two adult children, and friends.
About Mitch Deskins
Mitch began his career in the financial services industry in 2016, upon graduating from The Ohio State University. Mitch currently holds his Series 7, Series 63, and Series 65. Mitch is responsible for a broad range of administrative and operational tasks, including meeting preparation and assisting clients with day-to-day needs. Additionally, Mitch has experience in assisting clients with insurance and annuities.
Mitch and his wife Jenna reside in Maineville with their daughter and son. An avid sports fan, he loves cheering on the Buckeyes and Cleveland sports teams. In his spare time, he enjoys catching up on TV series, being outside, and is involved with his church.
Mitch and his wife Jenna reside in Maineville with their daughter and son. An avid sports fan, he loves cheering on the Buckeyes and Cleveland sports teams. In his spare time, he enjoys catching up on TV series, being outside, and is involved with his church.
About Traci Manford
Traci began her career in 2001 with JPMorgan Asset Management, where she spent 25 years in a variety of roles in fixed income. She started as an operations analyst and most recently served on the High Yield Separately Managed Accounts (SMA) Portfolio team.
In 2026, Traci joined Morgan Stanley & The Kenwood Wealth Management Group as a Client Relationship Analyst.
Traci is a graduate of Indiana University with a degree in Management. She resides in Milan, Indiana with her husband, Mike, and their two children. Outside the office, she enjoys the outdoors and spending time with family and friends.
In 2026, Traci joined Morgan Stanley & The Kenwood Wealth Management Group as a Client Relationship Analyst.
Traci is a graduate of Indiana University with a degree in Management. She resides in Milan, Indiana with her husband, Mike, and their two children. Outside the office, she enjoys the outdoors and spending time with family and friends.
Contact Jason Redpath
Contact Jack Skidmore
This is a video content
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 Kenwood Wealth Management Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
4Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan 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.
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
4Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan 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.
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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
