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, 2024, we oversee in excess of $1.3 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, 2024, we oversee in excess of $1.3 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.
CIMA® – Certified Investment Management Analyst (Jason E. Redpath)
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.
CFP® - Certified Financial Planner™ (W. Troy Neat, Jack K. Skidmore)
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.
Forbes Best-in-State Wealth Management Team
Kenwood Wealth Management Group recognized as Best-in-State Wealth Management Team on Forbes 2023, 2024 and 2025 List.
2023, 2024 & 2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023, 2024 & 2025 ). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2023, 2024 & 2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023, 2024 & 2025 ). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Best-in-State Wealth Advisor
Financial Advisor Jason Redpath recognized as Best-in-State Wealth Advisor on Forbes 2019, 2020, 2021 2022, 2023 and 2024 List.
2019 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2019 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Best-in-State Wealth Advisor
Financial Advisor Troy Neat recognized as Best-in-State Wealth Advisor on Forbes 2020, 2021 2022, 2023 and 2024 List.
2020 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2020 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron’s Top 1,000 Financial Advisors: State-by-State
Financial Advisor Troy Neat recognized as Barron’s Top 1,000 Financial Advisors on 2009 List.
Barron's Top 1,000 Financial Advisors: State-by-State
Source: barrons.com (Awarded Feb 2009) Data compiled by Barron's based on time period from Sept 2007 - Sept 2008.
Barron's Top 1,000 Financial Advisors: State-by-State
Source: barrons.com (Awarded Feb 2009) Data compiled by Barron's based on time period from Sept 2007 - Sept 2008.
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 suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual’s financial life, including investments and cash management needs. Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.
Aladdin - Intelligent Risk Management
There’s a chance your portfolio may be at risk, but how you manage that risk is what matters.
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Learn More HerePortfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.
Strategy - Intelligent Withdrawals
Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.
The decisions your make today can help you save for years to come. Use the resources found in the link below to help get started.
View Tax-Aware Strategies HereThe decisions your make today can help you save for years to come. Use the resources found in the link below to help get started.
Spending and Budgeting Tool
One way to manage savings is by using Morgan Stanley’s Spending and Budgeting tool. These tools help advisors monitor client cash flows across both internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help clients achieve their goals by adjusting their spending behavior when necessary.
Start Using the Tool TodayLocation
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®
Vice President, Wealth Management, Financial Advisor
Phone:
(513) 762-5309(513) 762-5309
Troy Neat, CFP®
Executive Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(513) 762-5257(513) 762-5257
Alec Manser
Consulting Group Analyst
Phone:
(513) 762-5289(513) 762-5289
Rachel Shal
Financial Planning Analyst
Phone:
(513) 762-5318(513) 762-5318
Kristi McClure
Business Development Associate
Phone:
(513) 762-5337(513) 762-5337
Jennifer Thompson
Group Director
Phone:
(513) 762-5336(513) 762-5336
Mitch Deskins
Registered Client Service Associate
Phone:
(513) 762-5243(513) 762-5243
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 has been named to Forbes Magazine’s “Best-In-State list of Wealth Advisors” for the State of Ohio in 2019, 2021, 2022, 2023 and 2024.
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.
2019,2021,2022,2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019,2021,2022,2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
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 has been named to Forbes Magazine’s “Best-In-State list of Wealth Advisors” for the State of Ohio in 2019, 2021, 2022, 2023 and 2024.
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.
2019,2021,2022,2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019,2021,2022,2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: IL, AR, NH, CT, MN, GA, FL, AZ, WI, TN, MI, LA, KS, DC, AL, MA, KY, VT, NJ, MD, IN, CO, ID, TX, PA, OH, NV, NC, WV, NM, IA, WA, VA, SC, CA, RI, NY; General Securities Representative; Investment Advisor Representative
About Jack Skidmore
Jack Skidmore, CFP®
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 and recently had their first child, Lucas.
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 and recently had their first child, Lucas.
Securities Agent: KY, TN, NH, WI, PA, MN, WV, NY, NM, MA, IL, CO, AZ, MD, IN, IA, LA, DC, CT, VT, NC, MI, KS, AL, WA, VA, SC, OH, NV, NJ, ID, GA, FL, AR, TX, CA, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 1236550
NMLS#: 1236550
About Troy Neat
Troy Neat, CFP®
Executive Director | Financial Advisor | Senior Portfolio Management Director
Troy began his financial services career in 1994 and serves as the lead relationship manager for several client relationships. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. In 2009, Troy was named to Barron’s Top 1,000 Advisors and has been named to Forbes Best-In-State Wealth Advisors in 2020, 2021, 2022, 2023 & 2024.
Troy earned a bachelor’s degree in finance and marketing from the University of Cincinnati. He serves on the University of Cincinnati Foundation Board and is on the investment committee after serving three years as board chair. Troy is also a member of the Lindner College of Business Dean's Business Advisory Council and has served as former UC Alumni Association President, Lindner Alumni Council President and member of the UC Blue Ash Dean's Advisory Board. He and his wife, Michele, live in Montgomery with their two daughters. Troy enjoys boating and spending time with family.
2020,2021,2022,2023, 2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2020,2021,2022,2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2009) Data compiled by Barron's based on time period from Sept 2007 - Sept 2008.
Executive Director | Financial Advisor | Senior Portfolio Management Director
Troy began his financial services career in 1994 and serves as the lead relationship manager for several client relationships. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. In 2009, Troy was named to Barron’s Top 1,000 Advisors and has been named to Forbes Best-In-State Wealth Advisors in 2020, 2021, 2022, 2023 & 2024.
Troy earned a bachelor’s degree in finance and marketing from the University of Cincinnati. He serves on the University of Cincinnati Foundation Board and is on the investment committee after serving three years as board chair. Troy is also a member of the Lindner College of Business Dean's Business Advisory Council and has served as former UC Alumni Association President, Lindner Alumni Council President and member of the UC Blue Ash Dean's Advisory Board. He and his wife, Michele, live in Montgomery with their two daughters. Troy enjoys boating and spending time with family.
2020,2021,2022,2023, 2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2020,2021,2022,2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2009) Data compiled by Barron's based on time period from Sept 2007 - Sept 2008.
Securities Agent: PA, CT, WV, MD, FL, AR, VA, TN, NY, NV, IA, WI, CO, SC, NH, CA, AZ, KY, KS, OH, MN, MI, IN, AL, TX, NM, IL, ID, GA, DC, WA, MA, LA, RI, VT, NJ, NC; General Securities Representative; Investment Advisor Representative
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 Morgan Stanley & The Kenwood Wealth Management Group in 2024. Native to Dayton, Ohio, Rachel is a graduate of The Ohio State University, Fisher College of Business, where she studied Finance and Business Analytics. She joins us from Goldman Sachs in New York, where she was a Senior Analyst within their Partner Compensation Group. Rachel will oversee the team’s financial planning, working with the financial advisors to provide in-depth wealth planning strategies to clients. Rachel currently resides in Oakley. In her free time, she enjoys reading, hiking, trying new restaurants, and spending time with family and friends. She is looking forward to doing more outdoor activities now that she's is back in Ohio.
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 Jennifer Thompson
Jennifer began her career in the financial services industry in 1997, joining the team in 2004. She graduated from Northern Kentucky University with a Bachelor of Finance and a Minor in Business Management. Jennifer currently holds her Series 7, and Series 66. As Group Director, Jennifer oversees the daily operations of the team while working to help ensure that clients receive exceptional service. Jennifer and her husband George reside in northern Kentucky with their daughter. In her free time, she enjoys spending time with family, the outdoors, and reading.
About Mitch Deskins
Mitch began his career in the financial services industry in 2017, 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. 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 being involved with his church.
Contact Jason Redpath
Contact Jack Skidmore
Contact Troy Neat
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, 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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’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 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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’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 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)
