Clovis Martin, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(505) 537-3641(505) 537-3641
The Martin-Jordan Group at Morgan Stanley
Direct:
(505) 889-2868(505) 889-2868
Toll-Free:
(800) 776-5973(800) 776-5973
Our Mission Statement
We provide our clients with confidence through comprehensive planning and disciplined investing principles. We will help guide you to your goals of retirement, financial freedom and philanthropy.
Our Story and Services
As your Financial Advisors, The Martin-Jordan Group can help you define your goals. We deliver a vast array of resources to help you preserve and grow your wealth. You'll have access to some of the world's most seasoned and respected professionals to analyze your portfolios with a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
Our wealth management approach focuses on you, your family and your career - where you are today and where you want to go. Working together, we develop the strategies to help you get there, navigating life's challenges and helping you make more informed decisions about your wealth.
1. Discover
Our relationship begins with a thorough understanding of you – your needs, lifestyle, family, risk tolerance and especially your goals for the future. What you want your wealth to do will dictate appropriate investments.
2. Create
Next we design a financial plan based on our understanding of you and current economic conditions. Our goal is to help guide you from where you are now, to where you want to be in the future.
3. Implement
Your custom investment allocation will have the attention of a disciplined portfolio manager. We manage your investments from right here in our office, watching the markets daily for changing risks and opportunities. Adjustments are made as needed based on market cycles and inevitable life changes.
4. Monitor
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards or away from your goals. Our ultimate mission is your financial success and well-being.
CURRENT OUTLOOK & UPDATES
View the resources below to stay informed about the latest market trends, outlooks, and breakdowns affecting the finance and business worlds.
Thoughts on the Market
Each week, Chief Cross-Asset Strategist Andrew Sheets, or a member of his team, offers perspective on the forces shaping the markets as well as insights on investment opportunities and risk across global asset classes.
Listen Here
Personal Finance
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. Learn from Morgan Stanley thought leaders about how to manage your wealth and help meet your personal financial goals.
See Insights on Personal Finance
Global Investment Committee on the Markets
A 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 the most recent edition below.
Read: "GIC on the Markets"
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 and timely insights to support them at home and beyond.
View Offers from Reserved Living & Giving
ESG Investing
With the rise of sustainable investing, it is important to learn how your investments can make an impact and how it is impacting the market long-term.
Learn More About Sustainable Investing
2024 Tax Tables
This helpful resource outlines the 2024 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2024 income tax tablesDIGITAL RESOURCES
Morgan Stanley's suite of Modern Wealth Management Tools 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.
Portfolio Risk Platform
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 managed.
Introducing the New Portfolio Risk Platform
E-Sign
E-Sign is the easy way to electronically sign documents. E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork. There is no registration process for you to begin using E-Sign - all you need is a valid email address and phone number.
Learn More about E-Sign & Other Tools
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
Learn More About Our Financial Management Tool
Morgan Stanley Online (MSO)
Morgan Stanley Online and the Morgan Stanley Mobile App provides clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. With Morgan Stanley Online and the Morgan Stanley Mobile app, your investments and everyday finances are never more than just a click away.
Learn More About MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your external account information, you will benefit from more informed and comprehensive wealth planning and convenient connectivity.
Learn More About Total Wealth View
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, holistic strategy that integrates 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 LifeView Questionnaire HereWHAT TO EXPECT
We study investment trends and leverage the global resources of Morgan Stanley to help you develop a personalized investment strategy.
Personalized Portfolios
As Portfolio Managers, we can use our discretion to identify an investment strategy tailored to meet your needs.
Portfolio Management Overview
Comprehensive Communications
Throughout our relationship, you’ll have direct access to our team.
Client Focus
Each account can be individually customized to meet your requirements for growth, income or preservation of capital within your risk constraints.
Asset-Based Fee
Fees for the program are based on your account’s asset level, not on the number of transactions performed in a given time period.
Location
6565 Americas Pkwy NE
Ste 400
Albuquerque, NM 87110
US
Direct:
(505) 889-2868(505) 889-2868
Toll-Free:
(800) 776-5973(800) 776-5973
Meet The Martin-Jordan Group
Ed Jordan
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(505) 391-4770(505) 391-4770
Keenan Odenbach
Client Service Associate (CSA)
Phone:
(505) 889-2865(505) 889-2865
About Clovis Martin
Clovis Martin is a Financial Advisor, Senior Portfolio Management Director, and Senior Vice President with The Martin-Jordan Group at Morgan Stanley. Clovis found Morgan Stanley as his final destination in 2012 because of their culture, technology and depth of resources. Clovis has acquired the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Clovis has been in the financial services industry for over 31 years. His team’s management style creates opportunity for growth, income and preservation of principal.
As your Financial Advisor, Clovis can help you define and meet your goals by delivering a vast array of resources that are unparalleled in the industry. Morgan Stanley has some of the most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices. Education, communication and accountability is imperative. His team will administer tried and true Financial Planning advice as well as keep up with the ever-changing landscape in the financial services marketplace.
As your Financial Advisor, Clovis can help you define and meet your goals by delivering a vast array of resources that are unparalleled in the industry. Morgan Stanley has some of the most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices. Education, communication and accountability is imperative. His team will administer tried and true Financial Planning advice as well as keep up with the ever-changing landscape in the financial services marketplace.
Securities Agent: TN, LA, IL, MD, TX, ME, KS, CO, CA, NY, NM, NC, MI, AL, CT, WI, OR, AK, SD, NV, FL, WA, NJ, DC, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1262012
NMLS#: 1262012
About Ed Jordan
Edward (Ed) Jordan is a Financial Advisor, Senior Portfolio Management Director, and Senior Vice President with The Martin-Jordan Group at Morgan Stanley. Prior to joining Morgan Stanley in 2012, he worked with Edward Jones Investments to start his career and spent some time at Wells Fargo. Ed found Morgan Stanley as his final destination because of their culture, technology and depth of resources.
In his second decade at Morgan Stanley, he is responsible for all portfolio decisions and management of securities. Ed focuses on individual stocks and bonds to provide income, safety, and growth for his team’s clients. Having been in this invigorating and challenging industry for over 28 years, he has found that his team’s portfolio management style creates opportunity for growth and safety for each of their clients.
As your Financial Advisor, Ed can help you define and plan to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices. Education is imperative, and his team is always staying on top of the latest in Financial Planning to keep their clients ahead of changes.
Ed lives in Albuquerque, New Mexico, with his wife, Laura. He has a beautiful and blended family with seven kids. Ed and his wife spend quite a bit of time with family as five of their kids are in college, one is ready to enroll for next year, and their oldest is forging her own path, much like Ed did many years ago. For decades they have been involved with their community on many boards and service organizations. Ed and his wife enjoy spending time outdoors walking, golfing, kayaking, paddle boarding, hiking, and travelling. Having friends and family over weekly is what they enjoy most and spend a great deal of time talking and laughing with those they love.
In his second decade at Morgan Stanley, he is responsible for all portfolio decisions and management of securities. Ed focuses on individual stocks and bonds to provide income, safety, and growth for his team’s clients. Having been in this invigorating and challenging industry for over 28 years, he has found that his team’s portfolio management style creates opportunity for growth and safety for each of their clients.
As your Financial Advisor, Ed can help you define and plan to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices. Education is imperative, and his team is always staying on top of the latest in Financial Planning to keep their clients ahead of changes.
Ed lives in Albuquerque, New Mexico, with his wife, Laura. He has a beautiful and blended family with seven kids. Ed and his wife spend quite a bit of time with family as five of their kids are in college, one is ready to enroll for next year, and their oldest is forging her own path, much like Ed did many years ago. For decades they have been involved with their community on many boards and service organizations. Ed and his wife enjoy spending time outdoors walking, golfing, kayaking, paddle boarding, hiking, and travelling. Having friends and family over weekly is what they enjoy most and spend a great deal of time talking and laughing with those they love.
Securities Agent: MD, DC, AZ, WA, ME, GA, TX, MI, KS, CT, NY, IL, FL, AL, NM, LA, OR, NJ, CO, CA, AK, WI, NV, TN, SD, VA, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1268432
CA Insurance License #: 0I97719
NMLS#: 1268432
CA Insurance License #: 0I97719
About Keenan Odenbach
Keenan is a Client Service Associate (CSA) with The Martin-Jordan Group at Morgan Stanley. He helps shape the future of our service with his desire to be thorough, efficient, personable, and effective. Keenan is modernizing the client experience through our technology and is elevating our standard of care. He truly cares about our clients and works hard to help them simplify and manage aspects of their financial life. He strives to provide every client we serve with a first-class customer experience.
Keenan cultivates and enhances new and existing client relationships through active communication, processing client requests, resolving inquiries, and making sure key information and documentation remains current. He helps run our business with an eye on each administrative detail and finds the issues that need to be addressed. He is a fantastic partner within our group.
Prior to joining Morgan Stanley, Keenan worked at JP Morgan Chase where he acquired his series 6 and series 63 licenses.
Keenan is from New Mexico and also lived in Colorado for a little while. Outside of work, he enjoys spending his time traveling and assisting in his community.
Keenan cultivates and enhances new and existing client relationships through active communication, processing client requests, resolving inquiries, and making sure key information and documentation remains current. He helps run our business with an eye on each administrative detail and finds the issues that need to be addressed. He is a fantastic partner within our group.
Prior to joining Morgan Stanley, Keenan worked at JP Morgan Chase where he acquired his series 6 and series 63 licenses.
Keenan is from New Mexico and also lived in Colorado for a little while. Outside of work, he enjoys spending his time traveling and assisting in his community.
Contact Clovis Martin
Contact Ed Jordan
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
Teddy Lopez
Planning Associate
About Teddy Lopez
Teddy Lopez is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Teddy provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from the University of Notre Dame and received the Financial Planning Specialist® designation from the College for Financial Planning. Teddy is originally from Costa Mesa, California and currently resides in New York City, New York.
He earned his undergraduate degree from the University of Notre Dame and received the Financial Planning Specialist® designation from the College for Financial Planning. Teddy is originally from Costa Mesa, California and currently resides in New York City, New York.
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
Are You Prepared for Tax Day?
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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 Martin-Jordan Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4When 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Morgan 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
8Annuities 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4When 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7Morgan 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
8Annuities 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.
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)
