Senior Vice President, Financial Advisor, Certified Portfolio Manager, Chartered Financial Consultant
Phone:
(509) 454-2347(509) 454-2347
The Latimer Norton Cohen Group at Morgan Stanley
Yakima:
(509) 454-2315(509) 454-2315
Our Mission Statement
We provide wealth planning services for your life and legacy goals through customized investment and financial strategies.
Forbes 2025 Best-In-State Wealth Management Team
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Forbes 2025 Best-In-State Wealth Management Team
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Our Story and Services
Whether you’re building a business, planning for retirement or setting your bucket-list goals, you need a Financial Advisor on your side.
Our wealth management team takes time to learn what’s most important to you. We then work with you to create a comprehensive wealth strategy. From there, we can suggest realistic financial solutions to help you meet your goals.
As your wealth management team, we’ll walk with you through the various stages of life. If your financial plans change, or the market shifts, we’ll help adjust your accounts. Our aim: to keep you on course toward your most important life goals.
Our wealth management team takes time to learn what’s most important to you. We then work with you to create a comprehensive wealth strategy. From there, we can suggest realistic financial solutions to help you meet your goals.
As your wealth management team, we’ll walk with you through the various stages of life. If your financial plans change, or the market shifts, we’ll help adjust your accounts. Our aim: to keep you on course toward your most important life goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working Together
We believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance.
We follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:
• Develop a thorough understanding of your financial goals and objectives
• Review and analyze your current financial situation
• Identify and tailor solutions that can help you meet your individual needs
• Implement your customized strategy, including personalized services and benefits
• Review your strategy, meeting periodically to discuss your goals and needs
• Review and analyze your current financial situation
• Identify and tailor solutions that can help you meet your individual needs
• Implement your customized strategy, including personalized services and benefits
• Review your strategy, meeting periodically to discuss your goals and needs
Count on us to help with strategies that are:
• Personal - Highly individualized and committed to helping you achieve financial success
• Flexible - Responsive to changes in your life and in your priorities over time
• Comprehensive - Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
• Flexible - Responsive to changes in your life and in your priorities over time
• Comprehensive - Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
It is part of our core mission to give back to the people of the Yakima Valley. Including:
• Yakima Fire Protection District #9 (Naches Heights)
• Capital Theatre
• Yakima Area Arboretum
• Boy Scouts of America
• Downtown Rotary of Yakima
• Comprehensive Healthcare
• Washington State Parks & Recreation Commission
• Capital Theatre
• Yakima Area Arboretum
• Boy Scouts of America
• Downtown Rotary of Yakima
• Comprehensive Healthcare
• Washington State Parks & Recreation Commission
RESOURCES AND RESEARCH
At Morgan Stanley, we provide clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
GIC: On The Markets
A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
Latest Report
GIC: Investment Perspectives
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen Here
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read Here
2023 Global Strategy Outlook
Morgan Stanley’s Chief Cross-Asset Strategist Andrew Sheets is out with his 2023 Global Strategy Outlook bringing together thoughts across asset classes and economies worldwide.
Read HereA 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 and 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 and 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 out 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.
Complete Questionnaire Here
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Start Planning Now
Aladdin - Intelligent Risk Management
There’s a chance your portfolio may be at risk, but how you manage that risk is what matters.
Morgan Stanley's Portfolio Risk Platform analyzes over 3,000 risk factors, and models what-if scenarios so you can see the potential impact of hypothetical market shocks. The Portfolio Risk Platform integrates the leading risk analytics engine into Morgan Stanley Wealth Management’s platform to improve the quality, transparency, and efficiency of the end to end risk management processes for the Firm and our Clients.
Assessing our clients’ full investment needs and risks is an essential component of providing comprehensive financial advice in portfolio construction. Key features of the Portfolio Risk Tool, Aladdin, include broadly managing risk, identifying risk based concerns and constructing risk mitigated portfolios.
Learn More HereMorgan Stanley's Portfolio Risk Platform analyzes over 3,000 risk factors, and models what-if scenarios so you can see the potential impact of hypothetical market shocks. The Portfolio Risk Platform integrates the leading risk analytics engine into Morgan Stanley Wealth Management’s platform to improve the quality, transparency, and efficiency of the end to end risk management processes for the Firm and our Clients.
Assessing our clients’ full investment needs and risks is an essential component of providing comprehensive financial advice in portfolio construction. Key features of the Portfolio Risk Tool, Aladdin, include broadly managing risk, identifying risk based concerns and constructing risk mitigated portfolios.
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
We are backed by sophisticated technology that enables us to look across multiple accounts and products to determine the right combination of securities and positions to sell for client needs.
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 HereWe are backed by sophisticated technology that enables us to look across multiple accounts and products to determine the right combination of securities and positions to sell for client needs.
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.
Client Resources
Morgan Stanley's suite of Modern Wealth Management Tools and Resources allows advisors to offer more customized and comprehensive advice than anywhere else. These tools' ease of use allows for a more in-depth view of a client's financial life to be taken, resulting in better service and more well-rounded advice.
Family Office Resources
Family Office Resources (FOR) is a helpful resource that provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Watch Here
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen Here
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. Log into Morgan Stanley Online or download the Morgan Stanley Mobile App to link and add external accounts.
Total Wealth View
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts on travel, dining, holiday gifts and more.
View Offers from Reserved Living & Giving
Tax Tables 2024
For 2024 federal tax information, including Income Tax Tables, Deadlines, Contribution Limits and more.
2024 Tax Tables
Morgan Stanley Online & MS Mobile
Morgan Stanley Online digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps. Enjoy features such as eAuthorizations, eDelivery and Total Wealth View.
Morgan Stanley OnlineLocation
3909 Castlevale Rd
Ste 100
Yakima, WA 98902
US
Direct:
(509) 454-2315(509) 454-2315
Meet The Latimer Norton Cohen Group
Phone:
(509) 454-2315(509) 454-2315
Phone:
(509) 454-2345(509) 454-2345
Denise Cline
Client Service Associate
Phone:
(509) 454-2325(509) 454-2325
Kasen Bodeau
Client Service Associate
Phone:
(509) 454-2306(509) 454-2306
About Mike S Latimer
As a graduate of the U.S. Naval Academy, I manage my practice along the same principles that I lived by as a Naval Officer - to embrace the highest ideals of duty, honor and loyalty with the mind and character to assume the highest responsibilities of command, citizenship, and government. I align my professional practice and my personal life to these same ideas so that I can truly serve you as my client with honor and integrity in all that I say and do.
I am a Chartered Financial Consultant® and Certified Portfolio Manager practitioner with Morgan Stanley in Yakima, WA, but serve clients all over the country. The focus on my daily practice is to help you preserve and grow your highest degree of purpose, humility, and honor.
In my spare time I enjoy fishing, RV camping, target shooting, martial arts, duck hunting, volunteering for community projects and spending time with my family on our beautiful Selah farm.
I am a Chartered Financial Consultant® and Certified Portfolio Manager practitioner with Morgan Stanley in Yakima, WA, but serve clients all over the country. The focus on my daily practice is to help you preserve and grow your highest degree of purpose, humility, and honor.
In my spare time I enjoy fishing, RV camping, target shooting, martial arts, duck hunting, volunteering for community projects and spending time with my family on our beautiful Selah farm.
Securities Agent: KY, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, NE, PA, SC, SD, TX, UT, VA, WA, WV, MA, AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265038
NMLS#: 1265038
About Daniel Cohen
As a Financial Advisor, I specialize in guiding clients through pre- and post-retirement planning. My approach centers on understanding your unique goals and developing customized strategies to help you achieve them. I work closely with families, business owners, and high-net-worth individuals, helping them make objective, well-informed financial decisions while ensuring they are fully prepared for a successful retirement.
My passion for investing began at a young age. I entered the finance industry while in college and knew I could make a difference. After gaining two years of financial planning experience in Bellevue, I relocated to Yakima to further expand my career. Outside of work, I enjoy golfing, hiking, snowboarding, and playing basketball.
As part of the Latimer Norton Cohen Group at Morgan Stanley, I am proud to be part of a team that shares a commitment to delivering exceptional financial planning services. Our combined experience enhances the level of service each client receives. Mike Norton, with 19 years of investment management experience, and Mike Latimer, who brings 27 years of expertise, are both seasoned professionals. Mike Latimer, a U.S. Naval Academy graduated with a degree in Nuclear Engineering, also served as a Branch Manager at Morgan Stanley from 2002-2023. Together, we are dedicated to building lasting relationships of trust with our clients, offering personalized strategies and expert advice to guide you toward your financial goals.
My passion for investing began at a young age. I entered the finance industry while in college and knew I could make a difference. After gaining two years of financial planning experience in Bellevue, I relocated to Yakima to further expand my career. Outside of work, I enjoy golfing, hiking, snowboarding, and playing basketball.
As part of the Latimer Norton Cohen Group at Morgan Stanley, I am proud to be part of a team that shares a commitment to delivering exceptional financial planning services. Our combined experience enhances the level of service each client receives. Mike Norton, with 19 years of investment management experience, and Mike Latimer, who brings 27 years of expertise, are both seasoned professionals. Mike Latimer, a U.S. Naval Academy graduated with a degree in Nuclear Engineering, also served as a Branch Manager at Morgan Stanley from 2002-2023. Together, we are dedicated to building lasting relationships of trust with our clients, offering personalized strategies and expert advice to guide you toward your financial goals.
Securities Agent: MN, MA, KY, AZ, NC, PA, OK, MS, TX, MO, MD, GA, FL, WV, NM, VA, OH, NJ, CT, CA, SD, SC, NV, NE, MI, KS, ID, DC, AL, AK, WA, OR, CO, NY, ND, MT, IL, HI, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1776060
NMLS#: 1776060
About Michael Norton
I was born in Santa Barbara, CA in 1963, and I graduated High School in Sumner, Washington in 1981. Following that, I moved to Wenatchee and taught snow skiing and attended Wenatchee Valley College. During this time, I continued to teach and coach full time in the winter as well as work on fishing boats in Alaska until 1993.
I moved to Yakima in 1993, where my then future wife (Jennifer) had landed a job with the Yakima Fire Department. In 1995, I finished School and started working as a Financial Advisor with Smith Barney (later became Morgan Stanley).
I began serving on the volunteer Board of Directors of Central Washington Comprehensive Mental Health in 2001. I was active in planning the scope and future size of the agency and joined their full-time staff as a Director of Strategic Planning in 2010. I have the greatest respect for people working in the healthcare field. It’s very hard work, but is also a great calling.
In August 2018, I returned to Morgan Stanley, dedicating myself to guiding clients on their financial journeys. Most recently, in February 2024, I joined forces with esteemed Financial Advisors Michael Latimer and Daniel Cohen. Together, we are committed to providing comprehensive financial planning that empowers you to define your objectives, explore tailored solutions, and implement effective strategies to help achieve your goals. At the heart of our approach is a deep understanding of your unique aspirations, and we are excited to work with you in crafting a roadmap for your financial success.
I’ve been fortunate enough to have in-depth personal connections with a wide variety of individuals. The wealthy businessperson to the homeless addict, to a single mom trying to do the best she can for her child, to the police officers and firefighters going to work to serve and protect the community. Each person has value as an individual, and each has a unique perspective. It’s been my privilege to serve the great people in this community.
I moved to Yakima in 1993, where my then future wife (Jennifer) had landed a job with the Yakima Fire Department. In 1995, I finished School and started working as a Financial Advisor with Smith Barney (later became Morgan Stanley).
I began serving on the volunteer Board of Directors of Central Washington Comprehensive Mental Health in 2001. I was active in planning the scope and future size of the agency and joined their full-time staff as a Director of Strategic Planning in 2010. I have the greatest respect for people working in the healthcare field. It’s very hard work, but is also a great calling.
In August 2018, I returned to Morgan Stanley, dedicating myself to guiding clients on their financial journeys. Most recently, in February 2024, I joined forces with esteemed Financial Advisors Michael Latimer and Daniel Cohen. Together, we are committed to providing comprehensive financial planning that empowers you to define your objectives, explore tailored solutions, and implement effective strategies to help achieve your goals. At the heart of our approach is a deep understanding of your unique aspirations, and we are excited to work with you in crafting a roadmap for your financial success.
I’ve been fortunate enough to have in-depth personal connections with a wide variety of individuals. The wealthy businessperson to the homeless addict, to a single mom trying to do the best she can for her child, to the police officers and firefighters going to work to serve and protect the community. Each person has value as an individual, and each has a unique perspective. It’s been my privilege to serve the great people in this community.
Securities Agent: NC, ND, NH, NM, NJ, PR, RI, ID, NV, OR, UT, WA, SD, VA, TX, SC, PA, OK, OH, NY, NE, MT, MN, MI, MD, MA, IL, HI, GA, FL, CT, CO, CA, AZ, TN, VI, VT, WI, WV, WY, AK, AL, AR, DE, DC, IA, KS, IN, KY, MO, ME, LA, MS; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1826766
NMLS#: 1826766
About Kasen Bodeau
Kasen grew up on a wheat farm in the small town of Wilbur, Washington. He started helping around the farm at 12 years old. The early exposure to the demands of that work contributed to some of his greatest qualities such as a strong work ethic and managing unexpected challenges.
His passion for investing and wealth management started when he was a freshman in High School after opening his first brokerage account. He spent hours researching different stocks and funds trying to build a great portfolio.
Kasen went to Washington State University where he received a Bachelor’s Degree in finance. During his four years at WSU, he participated in multiple intramural sports, finance clubs and held two executive positions for his fraternity. In 2022, he was elected as Philanthropy Chair of his fraternity where he raised over $5000 for charity and won a philanthropic efforts award from the Interfraternity Council. The following year, he served as Finance Chair, being responsible for the fraternity’s budget and funds.
As a Client Service Associate, Kasen looks forward to building relationships and diligently assisting clients. In his spare time he enjoys working out, snowmobiling, golfing, playing basketball, almost any outdoor activity, but mostly, spending time on Lake Roosevelt with friends and family.
His passion for investing and wealth management started when he was a freshman in High School after opening his first brokerage account. He spent hours researching different stocks and funds trying to build a great portfolio.
Kasen went to Washington State University where he received a Bachelor’s Degree in finance. During his four years at WSU, he participated in multiple intramural sports, finance clubs and held two executive positions for his fraternity. In 2022, he was elected as Philanthropy Chair of his fraternity where he raised over $5000 for charity and won a philanthropic efforts award from the Interfraternity Council. The following year, he served as Finance Chair, being responsible for the fraternity’s budget and funds.
As a Client Service Associate, Kasen looks forward to building relationships and diligently assisting clients. In his spare time he enjoys working out, snowmobiling, golfing, playing basketball, almost any outdoor activity, but mostly, spending time on Lake Roosevelt with friends and family.
Contact Mike S Latimer
Contact Daniel Cohen
Contact Michael Norton
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
Rylan Nordquist
Associate Private Banker
About Rylan Nordquist
Rylan Nordquist is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Washington.
Associate Private Bankers partner with Private Bankers and 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.
Rylan began his career in financial services in 2012, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase.
Rylan is a graduate of Le Moyne College in Syracuse New York, where he received a double Major of Bachelor Science in Finance and Management Analysis. He lives in Seattle, Washington with his wife, Emily. Outside of the office, Rylan enjoys playing music, hiking, boating, and spending time with family and friends.
Associate Private Bankers partner with Private Bankers and 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.
Rylan began his career in financial services in 2012, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase.
Rylan is a graduate of Le Moyne College in Syracuse New York, where he received a double Major of Bachelor Science in Finance and Management Analysis. He lives in Seattle, Washington with his wife, Emily. Outside of the office, Rylan enjoys playing music, hiking, boating, and spending time with family and friends.
NMLS#: 1272286
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Latimer Norton Cohen 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.
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
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)
