Glenda Gough, RICP®
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(256) 650-4031(256) 650-4031
The Legacy Group of Huntsville at Morgan Stanley
Direct:
(256) 650-4003(256) 650-4003
Toll-Free:
(800) 633-2947(800) 633-2947
Our Mission Statement
We aspire to build lasting, meaningful relationships based on trust and integrity by offering comprehensive, objective financial advice to clients who desire a high level of personal service.
Our Story
The Legacy Group formed to bring together more than 100 years of industry experience to provide you with the service and to meet your unique needs. The team has developed into a fully integrated financial services group that enables us to determine your investment objectives and work with you to help plan for your future. Through intensive planning, we work with you to develop your ideas into attainable investment goals and use the resources of Morgan Stanley to help make those goals a reality. We use the best data available to carefully craft wealth management strategies designed to help you meet your distinctive situation. Clients often come to us through some period of transition looking for guidance which allows us to leverage our experience to assist in navigating these formative life changes.
Awards & Recognitions
2025, 2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2025, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html
Glenda Gough was Named to the 2025 & 2023 Forbes Top Women Wealth Advisors Best-In-State ranking
Source: Forbes (Awarded Feb 2025). Data compiled by SHOOK Research LLC based for the period 9/30/23–9/30/24.
Source: Forbes.com (Awarded Feb 2023). Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22.
Glenda Gough was Named to the 2023 Forbes America's Top Wealth Advisors ranking
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21-6/30/22. https://www.morganstanley.com/disclosures/awards-disclosure.html
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Leslie & Heather's Corner
Welcome to Leslie & Heather's Corner, where all things related to lifestyle, team news, and bits of useful information can be found. We are always looking to provide our clients with not only market and finance resources, but also with other helpful resources that can have a huge impact on you and your loved ones. Constantly being updated, these articles and podcasts are handpicked by our own, Leslie Solley & Heather Saint. Enjoy!
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn More
Donor Advised Funds (DAF)
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
MS GIFTOur Process: Focused On You.
At the Legacy Group of Huntsville, we utilize a systematic consulting process to uncover your most important goals, and implement appropriate solutions to help empower you to achieve and maintain financial success. Throughout our four-step process, we provide objective advice and investment insights to design an all-inclusive plan that is uniquely yours.
1: Personal Review
Before we can advise you, we must first understand
you and your goals. We guide you through a detailed
conversation to identify your objectives, time horizon, tolerance for risk and other considerations that may play an important role in shaping your investment strategy.
you and your goals. We guide you through a detailed
conversation to identify your objectives, time horizon, tolerance for risk and other considerations that may play an important role in shaping your investment strategy.
2: Asset Allocation and Portfolio Planning
Your input drives the development of a personalized
financial strategy. Designed to help meet your specific
goals, it addresses such areas as retirement, estate planning and tax minimization strategies. When our analysis is complete, we will present an investment strategy that helps identify appropriate diversification for your portfolio.
financial strategy. Designed to help meet your specific
goals, it addresses such areas as retirement, estate planning and tax minimization strategies. When our analysis is complete, we will present an investment strategy that helps identify appropriate diversification for your portfolio.
3: Implementation
Once we’ve discussed and reined your strategy, we work
closely with you to bring each element of your strategy to
life. Should we decide that outside money managers are
appropriate, we will draw on in-depth research and
analysis to help select among the hundreds of investment management firms available. If you prefer to invest in individual securities, we can help identify specific stocks, bonds and other securities that may be suitable for your portfolio. Whatever approach we implement, we are committed to keeping your strategy on track.
closely with you to bring each element of your strategy to
life. Should we decide that outside money managers are
appropriate, we will draw on in-depth research and
analysis to help select among the hundreds of investment management firms available. If you prefer to invest in individual securities, we can help identify specific stocks, bonds and other securities that may be suitable for your portfolio. Whatever approach we implement, we are committed to keeping your strategy on track.
4: Ongoing Communications and Reporting
Transparency is key to a successful long-term relationship. We make every effort to keep abreast of your changing financial needs and provide viable strategies to help you meet your goals. This means reviewing your portfolio together on a regular basis. When your circumstances change, we will work to revise your strategy and reposition your assets to reflect your new needs and goals.
Morgan Stanley's Digital Offerings
The Legacy Group of Huntsville believes that digital technology plays a crucial role in how our clients communicate, consume, transact and travel. Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include eAuthorizations, eDelivery, and managing your everyday finances such as paying bills online, sending money or transferring funds.
Learn More About MSO
Total Wealth View
Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Portfolio Risk Platform – Powered by Aladdin
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 a holistic view to better enable risk to be effectively monitored and manage.
Learn How We Mitigate Risk For Clients
Goals Planning System
Our Goals Planning System is built on Morgan Stanley's intellectual capital and capabilities, to provide our clients with comprehensive investing and planning solutions for their individual goals.
Contact the Legacy Group of Huntsville to start the conversation.
Learn More About GPSContact the Legacy Group of Huntsville to start the conversation.
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows clients and their families to build a central, shared document library where all documents are stored using encryption. Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love.
Learn More About Digital Vault
Data Security
Morgan Stanley dedicates significant resources to protecting your assets and personal information.
- Strong encryption protocols designed to protect your data.
- Continuous monitoring to help detect and prevent fraud.
- Routine testing of our systems and security protocols.
- Independent review by outside security firms.
Learn More About Our Online Security Measures- Strong encryption protocols designed to protect your data.
- Continuous monitoring to help detect and prevent fraud.
- Routine testing of our systems and security protocols.
- Independent review by outside security firms.
Retirement Planning & Wealth Resources
Just below are resources that contain the latest insight and information that can help you become more informed of your financial picture.
Qualified Charitable Distributions (QCDs)
Morgan Stanley Global Impact Funding Trust (MS GIFT) offers a thoughtful and tax-advantageous way to support the charities and causes that matter most to you. Qualified Charitable Distributions (QCDs) can count toward satisfying an individual’s required minimum distributions (RMDs) for the year if certain rules are met.
GIFT | Morgan Stanley
Tax Management
Taxes are a crucial part of the planning conversation and can potentially represent a large outflow from a client’s portfolio each year. Morgan Stanley offers Tax Protection solutions and other strategies that can help us prepare a client to manage tax liabilities and preserve their wealth.
The Tax-Smart Portfolio
Retirement Planning
Retirement Planning is a core component of wealth management. Certain steps should be taken to prepare for a wide range of future costs such as living expenses, travel costs, and education funding. We can assist clients with this planning by quantifying financial needs, creating an action plan, and tracking plan progress.
Planning Your Goals
Spending and Budgeting
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.
Build the Best Budget for You
Insurance Planning and Long-Term Care
The right insurance products protect assets, family, and legacy. Morgan Stanley offers a variety of insurance products: life, disability income, and long term care. We can have discussions about purchasing life or long-term care insurance to preserve client savings and manage the high costs that can occur at any point during retirement.
How Insurance Can Help with Retirement Planning
Estate Planning Strategy
Well-constructed estate plans mitigate substantial tax and legal burdens, time delays in settlements, and in some cases, family conflicts. It is important to pre-emptively create and review an estate plan during major life events such as a marriage, divorce, or new births. Changes in both federal and state tax laws can also have lasting effects on estate planning as well.
Estate Planning Brochure
Philanthropic Management
A holistic estate plan can help clients plan for the future by getting a better overall sense of their potential estate value. Advisors help clients by analyzing the impact of different strategies surrounding the ownership of assets, philanthropy, and the implementation of trusts.
How to Give to Charity
Lifeview Retirement Checklist
Utilize this convenient resource to assist you in creating a Lifeview plan, and making sure your priorities are in order when it comes to your retirement.
Click here for a retirement checklist
Lifeview 12 Month Budget
Use this spreadsheet to get a comprehensive picture of your budgeting so that you may understand your financial situation more clearly.
Click here for a budgeting spreadsheet
Lifeview Client Profile
Utilize this resource to compile a Lifeview plan and profile so you are better prepared to make strategic financial decisions going forward.
Click here to get started on your LifeView planLocation
305 Church Street SW
Ste 720
Huntsville, AL 35801
US
Direct:
(256) 650-4003(256) 650-4003
Toll-Free:
(800) 633-2947(800) 633-2947
Meet The Legacy Group of Huntsville
Jonathan Beuoy
Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(256) 650-4028(256) 650-4028
Phone:
(256) 650-4033(256) 650-4033
Leslie Solley
Vice President, Wealth Management Associate, Financial Planning Specialist
Phone:
(256) 650-4003(256) 650-4003
Heather Saint
Sr. Registered Client Service Associate
Phone:
(256) 650-4030(256) 650-4030
About Glenda Gough
Glenda B. Gough, RICP®
Portfolio Management Director
Senior Vice President
Financial Advisor
NMLS#1275811
256-650-4031
Glenda Gough is a Financial Advisor and Senior Vice President, and holds a Retirement Income Certified Professional® (RICP®) designation. She has over 43 years of experience in the wealth management industry, with 36 of those as a Financial Advisor. She has been with Morgan Stanley and its predecessor firm, Dean Witter, her entire career.
Glenda’s diverse experience provides a distinctive perspective on wealth management. She began her career at Dean Witter and served many years as the Operations Manager for the Huntsville branch. While an administrator, she was selected to serve on Morgan Stanley's Advisory Council and received numerous awards for outstanding dedicated service. As her personal interest in assisting individuals through financial advising grew, she redirected her career path, earning her General Securities Representative licenses and General Securities Sales Supervisor license. Glenda began building her practice with an emphasis on long-term relationships supported by integrity and trust. She takes pride that many of her clients have worked with her for decades, including families whom she has served for multiple generations.
While working with her clients, Glenda realized the importance of retirement Income planning, and earned the Retirement Income Certified Professional designation, RICP®. The RICP® is the nation’s leading credential for building integrated and comprehensive retirement income plans. She also holds the Investment Management Consultant designation from the Wharton School of the University of Pennsylvania. She is also a Portfolio Manager for her clients preferring discretionary portfolio management.
Glenda believes in giving back to the community. She has volunteered with St. Vincent de Paul Society through their Church and is currently on the low interest loan committee helping people victimized by title loans and other high interest loan predators.
She and her husband, Charles enjoy spending time with their two grown children, Chelsea and Harrison, and their two grand-pups, Alfie and Georgie . They also enjoy SEC football and theater, traveling, boating and hiking.
Portfolio Management Director
Senior Vice President
Financial Advisor
NMLS#1275811
256-650-4031
Glenda Gough is a Financial Advisor and Senior Vice President, and holds a Retirement Income Certified Professional® (RICP®) designation. She has over 43 years of experience in the wealth management industry, with 36 of those as a Financial Advisor. She has been with Morgan Stanley and its predecessor firm, Dean Witter, her entire career.
Glenda’s diverse experience provides a distinctive perspective on wealth management. She began her career at Dean Witter and served many years as the Operations Manager for the Huntsville branch. While an administrator, she was selected to serve on Morgan Stanley's Advisory Council and received numerous awards for outstanding dedicated service. As her personal interest in assisting individuals through financial advising grew, she redirected her career path, earning her General Securities Representative licenses and General Securities Sales Supervisor license. Glenda began building her practice with an emphasis on long-term relationships supported by integrity and trust. She takes pride that many of her clients have worked with her for decades, including families whom she has served for multiple generations.
While working with her clients, Glenda realized the importance of retirement Income planning, and earned the Retirement Income Certified Professional designation, RICP®. The RICP® is the nation’s leading credential for building integrated and comprehensive retirement income plans. She also holds the Investment Management Consultant designation from the Wharton School of the University of Pennsylvania. She is also a Portfolio Manager for her clients preferring discretionary portfolio management.
Glenda believes in giving back to the community. She has volunteered with St. Vincent de Paul Society through their Church and is currently on the low interest loan committee helping people victimized by title loans and other high interest loan predators.
She and her husband, Charles enjoy spending time with their two grown children, Chelsea and Harrison, and their two grand-pups, Alfie and Georgie . They also enjoy SEC football and theater, traveling, boating and hiking.
Securities Agent: GA, AR, NY, LA, WA, MI, DC, VA, TX, MD, NC, MO, PA, FL, AL, SC, NM, ME, KY, DE, CA, AZ, TN, OH, NJ, CO, UT, MS, IA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1275811
CA Insurance License #: OH39048
NMLS#: 1275811
CA Insurance License #: OH39048
About Jonathan Beuoy
Jonathan D. Beuoy
Vice President
Financial Advisor
Financial Planning Specialist
NMLS# 1764851
256-650-4028
By putting clients first and sincerely caring about their well-being, Jonathan Beuoy has developed a successful practice focused on servicing the needs of entrepreneurs, professionals, and high net worth families.
Jonathan utilizes a comprehensive wealth management process to develop actionable plans tailored to individual situations. He is dedicated to thoroughly understanding each client’s financial position as well as their goals, values, and appetite for risk. He uses this information along with the firm’s modern wealth management analytics and risk management tools to formulate customized strategies. To help ensure clients are comfortable with his approach, Jonathan takes the necessary time to educate and explain their program’s details.
He is a big believer in the firm’s core values of acting with integrity to deliver first‐class business in a first‐class way. Jonathan endeavors to provide an extraordinary high level of service. Clients’ portfolios are attentively monitored, and meetings are scheduled to appraise goals and evaluate financial conditions. He is accessible and all questions are welcomed.
Prior to joining Morgan Stanley in 2017, Jonathan spent 10 years working for the Department of Defense where he managed internal repair programs and the national supply chain for Army aircraft parts. He also worked at the Pentagon where he helped shape Army policy for the national supply system. Jonathan holds a degree in Business Management from the University of Alabama, Tuscaloosa.
He has two wonderful children, Maddox and Caroline. In his spare time, Jonathan enjoys time with his family, playing golf, fishing, and traveling.
Vice President
Financial Advisor
Financial Planning Specialist
NMLS# 1764851
256-650-4028
By putting clients first and sincerely caring about their well-being, Jonathan Beuoy has developed a successful practice focused on servicing the needs of entrepreneurs, professionals, and high net worth families.
Jonathan utilizes a comprehensive wealth management process to develop actionable plans tailored to individual situations. He is dedicated to thoroughly understanding each client’s financial position as well as their goals, values, and appetite for risk. He uses this information along with the firm’s modern wealth management analytics and risk management tools to formulate customized strategies. To help ensure clients are comfortable with his approach, Jonathan takes the necessary time to educate and explain their program’s details.
He is a big believer in the firm’s core values of acting with integrity to deliver first‐class business in a first‐class way. Jonathan endeavors to provide an extraordinary high level of service. Clients’ portfolios are attentively monitored, and meetings are scheduled to appraise goals and evaluate financial conditions. He is accessible and all questions are welcomed.
Prior to joining Morgan Stanley in 2017, Jonathan spent 10 years working for the Department of Defense where he managed internal repair programs and the national supply chain for Army aircraft parts. He also worked at the Pentagon where he helped shape Army policy for the national supply system. Jonathan holds a degree in Business Management from the University of Alabama, Tuscaloosa.
He has two wonderful children, Maddox and Caroline. In his spare time, Jonathan enjoys time with his family, playing golf, fishing, and traveling.
Securities Agent: NY, CA, AR, SC, AZ, DE, MD, IA, CO, WA, UT, MS, MO, AL, NM, MI, DC, TN, OH, KY, VA, ME, GA, TX, PA, NJ, LA, FL, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1764851
CA Insurance License #: OM52892
NMLS#: 1764851
CA Insurance License #: OM52892
About Harrison Gough
Harrison Gough
Financial Advisor
Financial Planning Specialist
256-650-4033
Harrison Gough is a Financial Advisor with The Legacy Group of Huntsville. He holds a bachelor’s degree in finance from The University of Alabama, Tuscaloosa. After graduating, he spent his career in various business development capacities in the technology field until joining the team in 2023. Since joining, Harrison has successfully passed the FINRA (Financial Industry Regulatory Authority) Series 7 & 66 registration exams, life & health insurance exam, and has earned the firm’s Financial Planning Specialist designation.
With a primary focus on financial planning and portfolio analysis Harrison works to develop strong interpersonal relationships with clients to understand their goals and financial position. It is his belief that a wholistic approach to understanding the individual or family financial picture is the only way to deliver a comprehensive wealth management and financial planning practice, and that understanding both sides of the balance sheet is the only way to deliver The Legacy Group and Morgan Stanley’s full capabilities.
In his free time, you can find Harrison walking his goldendoodle, Alfie, around downtown Huntsville, out on Lake Guntersville with friends, cheering on The Tide, working out, or off in nature camping, kayaking, mountain biking or hiking.
Financial Advisor
Financial Planning Specialist
256-650-4033
Harrison Gough is a Financial Advisor with The Legacy Group of Huntsville. He holds a bachelor’s degree in finance from The University of Alabama, Tuscaloosa. After graduating, he spent his career in various business development capacities in the technology field until joining the team in 2023. Since joining, Harrison has successfully passed the FINRA (Financial Industry Regulatory Authority) Series 7 & 66 registration exams, life & health insurance exam, and has earned the firm’s Financial Planning Specialist designation.
With a primary focus on financial planning and portfolio analysis Harrison works to develop strong interpersonal relationships with clients to understand their goals and financial position. It is his belief that a wholistic approach to understanding the individual or family financial picture is the only way to deliver a comprehensive wealth management and financial planning practice, and that understanding both sides of the balance sheet is the only way to deliver The Legacy Group and Morgan Stanley’s full capabilities.
In his free time, you can find Harrison walking his goldendoodle, Alfie, around downtown Huntsville, out on Lake Guntersville with friends, cheering on The Tide, working out, or off in nature camping, kayaking, mountain biking or hiking.
Securities Agent: WA, IA, WV, VA, UT, AZ, AL, OR, MD, KY, CA, TN, NM, MT, GA, DC, CO, NV, OH, SC, PA, NJ, MS, MO, IL, AR, NY, FL, DE, TX, NC, MI, ME, LA, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 2599695
NMLS#: 2599695
About Leslie Solley
Leslie K. Solley
Vice President
Wealth Management Associate
Financial Planning Associate
256-650-4003
Leslie joined Morgan Stanley in August of 1984, beginning her career in Operations. In 1995, to further her career with Morgan Stanley, she earned her General Securities Representative Series 7 and 63 licenses. In 2001, she earned the designation as Investment Advisor Representative by passing the Series 65. Leslie completed courses of additional study to earn the designation of Financial Planning Associate. As a Wealth Management Associate, Leslie was recently promoted to Assistant Vice President.
Leslie brings a genuine interest to her focus on providing the best of class client service experience. She diligently and professionally ensures that client operational issues are resolved promptly and accurately. Leslie maintains a thorough and practical understanding of legal and compliance guidelines.
Born and raised in Huntsville, AL, Leslie and her husband, Gary, have one son, Matthew, as well as two dogs and one cat. When not at work, she enjoys interior design, bowling and spending time with her family; especially her two granddaughters.
Vice President
Wealth Management Associate
Financial Planning Associate
256-650-4003
Leslie joined Morgan Stanley in August of 1984, beginning her career in Operations. In 1995, to further her career with Morgan Stanley, she earned her General Securities Representative Series 7 and 63 licenses. In 2001, she earned the designation as Investment Advisor Representative by passing the Series 65. Leslie completed courses of additional study to earn the designation of Financial Planning Associate. As a Wealth Management Associate, Leslie was recently promoted to Assistant Vice President.
Leslie brings a genuine interest to her focus on providing the best of class client service experience. She diligently and professionally ensures that client operational issues are resolved promptly and accurately. Leslie maintains a thorough and practical understanding of legal and compliance guidelines.
Born and raised in Huntsville, AL, Leslie and her husband, Gary, have one son, Matthew, as well as two dogs and one cat. When not at work, she enjoys interior design, bowling and spending time with her family; especially her two granddaughters.
About Heather Saint
Heather D. Saint
Sr. Registered Client Service Associate
Heather joined the team at Morgan Stanley in October 2012. She started her career in the Wealth Management industry in 1997, with thirteen years at Merrill Lynch and two years at UBS Financial. Heather earned her General Securities Representative Series 7 and Series 63 licenses in 1999.
She graduated from the University of North Alabama in 1995 with a B.S. in Education and a minor in Business. Heather serves as the scheduler, online services specialist and marketing coordinator for The Legacy Group of Huntsville. Her focus is , setting up portfolio reviews and helping the team be proactive in communication with our clients. She also helps clients enroll, navigate and utilize the online services we offer at Morgan Stanley.
Heather and her husband, Shannon, live in Scottsboro and have a daughter, Baylee. In her off time Heather enjoys crafting with friends and spending time on the lake.
Sr. Registered Client Service Associate
Heather joined the team at Morgan Stanley in October 2012. She started her career in the Wealth Management industry in 1997, with thirteen years at Merrill Lynch and two years at UBS Financial. Heather earned her General Securities Representative Series 7 and Series 63 licenses in 1999.
She graduated from the University of North Alabama in 1995 with a B.S. in Education and a minor in Business. Heather serves as the scheduler, online services specialist and marketing coordinator for The Legacy Group of Huntsville. Her focus is , setting up portfolio reviews and helping the team be proactive in communication with our clients. She also helps clients enroll, navigate and utilize the online services we offer at Morgan Stanley.
Heather and her husband, Shannon, live in Scottsboro and have a daughter, Baylee. In her off time Heather enjoys crafting with friends and spending time on the lake.
Contact Glenda Gough
Contact Jonathan Beuoy
Contact Harrison Gough
Wealth Management
Global Investment Office
Portfolio Insights
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
Estate Planning Essentials: 7 Key Steps
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Legacy Group of Huntsville today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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Awards Disclosures
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2When 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.
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, charitable giving, philanthropic planning and other legal matters.
4Morgan 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.
5Morgan 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.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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Awards Disclosures
CRC 6491812 (04/2024)
