John F. Lamberson III
Tailored Legacy Group at Morgan Stanley
John Lamberson IIIOmar Chatha, CIMA®, CEPA®Darren Morningstar, CFP®Katherine Baum, ChFC®, CEPA®Steven ShefflerDeborah CaleyWendy LukitschMiranda Harris
Direct:
(412) 434-8016(412) 434-8016
Industry Award WinnerOur Mission Statement
To empower, preserve, and enhance select clients' impact across all the generations and communities they influence by providing the tailored wealth management solutions needed to thrive.
Our Story
At the Tailored Legacy Group, we believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Significance of The Family Wealth Advisor
The Tailored Legacy Group's Portfolio Management Director and Family Wealth Director, John Lamberson, specializes in leveraging the versatile resources of Morgan Stanley and its professionals to help our valued clients and their families maximize the value of their human capital. Through driving family wealth education he is able to increase the likelihood that all family members will have the solid foundation and support needed to potentially lead meaningful, fulfilled and engaged lives that will carry on for generations to come.
Our Team's Family Wealth Capabilities
A Family Wealth Director (FWD) is a rare distinction, earned by less than 4% of Morgan Stanley’s Financial Advisors as of February 2021. The designation is given to advisors who have undergone distinctive training to complement their extensive experience working with ultra-high net worth families.
Learn more about our Family Wealth Capabilities
Family Governance and Wealth Education
The Family Governance and Wealth Education group helps families of significant net worth strive to maximize the value of their human capital by addressing sensitive family issues, facilitate communication and manage your family dynamic in effort to achieve a cohesive direction in coordination with your outside advisors.
Access our Wealth Education Development Plan
Legacy and Estate Planning strategies
We engage with our Executive Planning Director and Wealth Planning Center to provide a fully integrated, comprehensive analysis of your balance sheet, estate plan, and investment strategy through a collaborative process. Additionally, we are able to coordinate with your legal tax advisors.
Philanthropy Management
At The Tailored Legacy Group, we provide our clients with a smart way to give to causes and charities they care about through Morgan Stanley GIFT. Our donor advised fund, GIFT, is a 501(c)(3) public charity structured to offer you a simple, thoughtful and tax-advantageous way to support your favorite charities.
Learn more about MS GIFTOur Suite of Investor Resources
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Register for Morgan Stanley Online
Total Wealth View
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online and Total Wealth View, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
Register for Total Wealth View
Lifestyle Advisory
Each client has unique needs that call for specialized care and consideration. Signature Access provides select clients with a dedicated Lifestyle Advisory Concierge to help create tailored solutions through our industry-leading third-party providers, who will help investors such as yourself define solutions for risk, containing costs and enhancing your overall enjoyment of life.
Learn more about Signature Access
Outsourced Chief Investment Office
Select clients with a minimum sum of investable assets at their disposal have access to our Outsourced Chief Investment Office (OCIO). OCIO offers a complete fiduciary solution for our clients seeking a full-discretion investment management model. This service facilitates delegation of fiduciary responsibility by providing customized portfolio solutions such as investment platform access, cost efficiencies, and adherence to policy statement and regulatory requirements.
Learn more about OCIO
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program offers curated lifestyle content and discounts from over 50 premium brands including luxury automotive brands, travel experiences, and entertainment services.
Learn more about Reserved Living & Giving
Art Resources Team
At The Tailored Legacy Group, we understand how prudent it is for collectors to carefully consider the role of art on their balance sheets. In conjunction with the Art Resources Team we are able to help art owners develop strategic plans fort addressing key considerations in terms of their collectibles for their life and beyond.
Learn more about the Art Resources TeamWorking With You
Discovery Process
Our team invests the time needed to learn about you and your family; your assets and liabilities and exposure to risk, enabling us to structure customized investment and planning strategies and tailor our relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
We are able to analyze your unique income and estate tax circumstances to identify and tailor planning techniques that can be used to address your objectives by working with your tax and legal advisors.
Creation of Customized Strategic Asset Allocation
We understand that your asset allocation reflects risk, opportunities and taxation across multiple entities, and integrates your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After conducting our comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
An Ongoing Assessment
Coordinating with your other advisors, our team conducts ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs and circumstances.
What We Provide
The Tailored Legacy Group at Morgan Stanley combines their diverse skillsets to assist clients and their families of substantial wealth simplify and manage their complex financial and personal lives. Our Family Office Resources helps clients and their Financial Advisors curate and navigate an expansive suite of highly specialized resources to address the multifaceted challenges of wealth management so clients may make complicated decisions confidently.
Learn more about these resources below:
Learn more about these resources below:
Wealth Management Capabilities
At Morgan Stanley Wealth Management, exclusive access to vast resources, combined with our unique capabilities, gives us the means to support your goals at every life stage.
Learn more
Trust, Tax & Estate Planning
We work with you to create a successful Trust, Tax and Estate plan.
Learn more
Alternative Investments
Diversify your exposure by incorporating Alternative Investments into your overall allocation.
Learn more
Pre-Liquidity Event Planning
Speak with us prior to realizing a liquidity event like sale of a business or an IPO as it is important to consider and implement income tax and wealth transfer strategies beforehand.
Learn more
Cash Management Services
We help you meet your cash management and borrowing needs, while thinking strategically about how specific approaches may affect current and long-term costs and taxes.
Location
1 Ppg Place
Ste 1300
Pittsburgh, PA 15222
US
Direct:
(412) 434-8016(412) 434-8016
Meet Tailored Legacy Group
Omar Chatha
Darren T. Morningstar
Steven Sheffler
Katherine Baum
Deborah Caley
Financial Planning Associate
Phone:
(412) 803-2263(412) 803-2263
Wendy Lukitsch
Wealth Management Associate
Phone:
(412) 803-2173(412) 803-2173
Miranda Harris
Registered Client Associate
Phone:
(412) 392-8302(412) 392-8302
About Deborah Caley
As a Portfolio/Financial Planning Associate, Deborah’s primary responsibility is to foresee the administrative duties for the team and clients. Deborah has continuously provided world class customer service to clients for over 21 years in the Financial Services Industry. She strives to meet clients’ administrative needs as seamlessly as possible and to provide a positive experience by untangling the responsibilities of maintaining a securities account.
Deborah is a graduate of California University of Pennsylvania with a Bachelor of Arts degree in Geography. She grew up in West Mifflin, Pennsylvania and currently resides in Jefferson Hills, Pennsylvania with her husband, Vernon and their son, Brayden. She enjoys spending time with her pets, outdoor warm weather activities such as boating, fishing and swimming, and spending time with her family and friends.
Deborah is a graduate of California University of Pennsylvania with a Bachelor of Arts degree in Geography. She grew up in West Mifflin, Pennsylvania and currently resides in Jefferson Hills, Pennsylvania with her husband, Vernon and their son, Brayden. She enjoys spending time with her pets, outdoor warm weather activities such as boating, fishing and swimming, and spending time with her family and friends.
About Wendy Lukitsch
As a Wealth Management Associate, Wendy’s primary responsibility is to help organize the team and streamline its operations. She helps to steer the team’s vision so that it can deliver world-class service to our high-net-worth clients and their families. Her depth of knowledge includes not just operations, but also portfolio and investment management due diligence as well as financial planning. She has a keen sense for problem-solving which proves to be invaluable when it comes to helping our clients meet their needs and achieve their goals. Wendy’s extensive skill set has been developed over 26 years spent in the financial services industry. She excels at solving our client’s most complex needs.
Wendy is a graduate of West Virginia University's College of Arts and Sciences with a degree in Finance. She is a native of Charleston, West Virginia, and currently resides in Allison Park, Pennsylvania with her husband, Paul and two children, Benjamin and Catherine. She enjoys traveling, reading, watching television and spending time with friends and family.
Wendy is a graduate of West Virginia University's College of Arts and Sciences with a degree in Finance. She is a native of Charleston, West Virginia, and currently resides in Allison Park, Pennsylvania with her husband, Paul and two children, Benjamin and Catherine. She enjoys traveling, reading, watching television and spending time with friends and family.
About Miranda Harris
As a Registered Client Associate, Miranda’s primary responsibility is to respond to client and team requests in a timely, efficient, and service-oriented manner. The various positions she has held within the financial industry have afforded her the opportunity to work with a diverse client base and have also led to a strong drive to deliver a great client experience.
Miranda is originally from Fort Worth, TX but currently resides in Whitehall, PA with her two cats Charlie and Cleocatra. She is a graduate of the University of North Texas where she received her Bachelor of Science in Sociology. In her spare time, Miranda enjoys spoiling her cats, stationary biking, taking walks in the park, trying new recipes and watching her favorite shows.
Miranda is originally from Fort Worth, TX but currently resides in Whitehall, PA with her two cats Charlie and Cleocatra. She is a graduate of the University of North Texas where she received her Bachelor of Science in Sociology. In her spare time, Miranda enjoys spoiling her cats, stationary biking, taking walks in the park, trying new recipes and watching her favorite shows.
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Tyson Abert
Tyson R. Abert is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Wisconsin, Northern Ohio and Western Pennsylvania.
Senior Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
Senior Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tyson began his career in financial services in 2004, and joined Morgan Stanley in 2018. Prior to joining the firm, he served as a Business Development Manager and a Senior Relationship Manager at Wells Fargo’s Commercial Banking Services.
Tyson is a graduate of Illinois State University where he received a Bachelor of Science degree in Finance and Accounting, and Lake Forest Graduate School of Management where he received a Master of Business Administration. He and his family currently reside right outside Milwaukee, Wisconsin. Outside of the office, Tyson enjoys golfing, hunting, boating, fishing, and spending time with his family.
NMLS#: 362127
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
This is a video content
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
Article Image
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
Rational Investing in an Age of Uncertainty
Article Image
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
Article Image
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
Article Image
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
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 Tailored Legacy Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3When 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.
4Morgan 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.
5Morgan 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.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3When 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.
4Morgan 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.
5Morgan 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.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
