Paul Matlock
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(601) 790-3301(601) 790-3301
The Matlock / Sweat Group at Morgan Stanley
Direct:
(601) 790-3301(601) 790-3301
Toll-Free:
(800) 829-6460(800) 829-6460
Our Mission Statement
Helping clients customize their portfolios designed to achieve their goals
WELCOME
As your portfolio has grown, so too has its complexity and the resources needed to manage it. At The Matlock / Sweat Group at Morgan Stanley, we have the knowledge, experience, and commitment necessary to manage your money, spanning multiple generations, on an ongoing, fully discretionary basis, providing you with objective advice on critical financial matters.
Working closely with you, we will develop a comprehensive financial plan focused clearly on your objectives—one that reflects your lifestyle expectations, cash flow needs, risk tolerance, and aspirations for your family. Our team has a combined experience of over 57 years in managing money, through various market cycles, including booms and busts of 1987, 2000, 2007-2008, and the more recent decline of 2020. Our team can assist you in developing a steadfast plan and investment strategy combined with risk management to help you navigate difficult markets. We dive deep into stock market technicals to go above and beyond the traditional portfolio, seeking to give you exceptional value.
From there, we will help you build a portfolio informed by the resources and insight available from Morgan Stanley, one of the world’s largest financial firms. When you look at wealth management from a long-term perspective, one thing becomes clear: it’s your future, not just your money. And over time, we can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important—your progress toward your goals.
We invite you to connect with The Matlock / Sweat Group at Morgan Stanley to discuss your next financial move. Your financial future is our priority, and we are here to provide you with the guidance and support you need.
Working closely with you, we will develop a comprehensive financial plan focused clearly on your objectives—one that reflects your lifestyle expectations, cash flow needs, risk tolerance, and aspirations for your family. Our team has a combined experience of over 57 years in managing money, through various market cycles, including booms and busts of 1987, 2000, 2007-2008, and the more recent decline of 2020. Our team can assist you in developing a steadfast plan and investment strategy combined with risk management to help you navigate difficult markets. We dive deep into stock market technicals to go above and beyond the traditional portfolio, seeking to give you exceptional value.
From there, we will help you build a portfolio informed by the resources and insight available from Morgan Stanley, one of the world’s largest financial firms. When you look at wealth management from a long-term perspective, one thing becomes clear: it’s your future, not just your money. And over time, we can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important—your progress toward your goals.
We invite you to connect with The Matlock / Sweat Group at Morgan Stanley to discuss your next financial move. Your financial future is our priority, and we are here to provide you with the guidance and support you need.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR COMMITMENT TO YOU
Our process begins and ends with listening. We ask questions about your goals, your dreams, and your worries... and then we listen. It's an ongoing process through which we understand all we can about you, your family, and your finances.
Our approach enables us to develop a detailed financial roadmap that reflects who you are and where you want to go. It also helps us to anticipate any blind spots along the way, so we can address them head-on. Our mission is to put your financial house in order and to keep it on course.
Step 1: Listen and learn
• Understand what is important to you and your family
• Identify the values that shape your decisions
• Recognize any challenges unique to your situation
• Articulate your financial priorities
Step 2: Analyze and assess your finances
• Collect financial statements, tax returns and other documents
• Analyze current investment portfolio
• Review your current and future financial situation
• Identify shortfalls or the impact of unexpected life events
Step 3: Navigate the financial markets through a tailored plan
• Present your plan, prioritizing activities and establishing timelines
• Develop a personalized investment plan, utilizing a breadth of world-class investments offered through an outside portfolio manager with whom we partner to manage your assets
• Implement the investment plan as we finalize other strategies; these may include long-term care, estate planning strategies and risk management techniques
Step 4: Deepen our relationship through ongoing service
• Apply due diligence process to evaluate performance
• Set up tools to provide convenient access to your accounts
• Discuss changes in your life, adjusting your plan accordingly
• Develop a call and/or meeting schedule to review and track your performance
MARKET RESEARCH & RESOURCES
Goals-Based Wealth Management
Explore how at Morgan Stanley we help clients by utilizing Goals-Based Wealth Management. We aim to understand what is important to you and work as a team to map out a plan to achieve your financial goals.
Morgan Stanley Online
Take advantage of Morgan Stanley Online to help you enjoy the freedom to manage your wealth on your own devices. Access to enriched reporting tools, cash management solutions and market research.
MS Reserved
Exclusive Offers and Insights from Premium Brands for You and Your Family. As a Reserved Living & Giving member, you will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your external account information, you will gain access to a comprehensive wealth planning and convenient connectivity.
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. See below on how to enroll.
Digital Vault
Digital Vault lets you easily and convenientlymanage and share life's most important documents, such as financial statements, authorizations, tax filings, and other relevant files.
Location
1018 Highland Colony Pkwy
Ste 105
Ridgeland, MS 39157
US
Direct:
(601) 790-3301(601) 790-3301
Toll-Free:
(800) 829-6460(800) 829-6460
Meet The Matlock / Sweat Group
Mary Linley Sweat
Financial Advisor, Senior Portfolio Manager
Phone:
(601) 790-3309(601) 790-3309
Annette DuBose
Portfolio Associate, Senior Registered Associate
Phone:
(601) 790-3296(601) 790-3296
About Paul Matlock
A seasoned professional for more than 36 years, Paul enjoys working with financially successful individuals, families and business owners throughout Mississippi and all across the country. His extensive financial services background enables him to help his clients understand the intricate details of their personal wealth along with assisting them in securing their financial future.
Paul holds a Bachelor of Arts degree from Asbury College and received his Master of Arts degree from the University of Mississippi. He began his career in 1987 as a financial advisor with McLarty and Company in Jackson. After spending time at Legg Mason and UBS Financial Services, Paul joined Morgan Stanley in 2008 along with partner Mary Linley Sweat. He currently serves as Senior Vice President, Wealth Management of The Matlock/Sweat Group. Paul also holds the title of Portfolio Management Director at Morgan Stanley, a unique distinction that allows him to manage client portfolios on a discretionary basis. He was recognized as one of the top advisors in Mississippi when he was included on the 2019, 2021 and 2024 Forbes Best-In-State Wealth Advisors List.
Paul and his wife, Laurin, live just outside of downtown Jackson. Paul has a genuine interest and passion for studying the history of the U.S. stock market, having read countless books covering the subject. In his free time, Paul likes to take part in a variety of hobbies, such as boating, scuba diving and oil painting.
2019, 2021 & 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2021, and 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Paul holds a Bachelor of Arts degree from Asbury College and received his Master of Arts degree from the University of Mississippi. He began his career in 1987 as a financial advisor with McLarty and Company in Jackson. After spending time at Legg Mason and UBS Financial Services, Paul joined Morgan Stanley in 2008 along with partner Mary Linley Sweat. He currently serves as Senior Vice President, Wealth Management of The Matlock/Sweat Group. Paul also holds the title of Portfolio Management Director at Morgan Stanley, a unique distinction that allows him to manage client portfolios on a discretionary basis. He was recognized as one of the top advisors in Mississippi when he was included on the 2019, 2021 and 2024 Forbes Best-In-State Wealth Advisors List.
Paul and his wife, Laurin, live just outside of downtown Jackson. Paul has a genuine interest and passion for studying the history of the U.S. stock market, having read countless books covering the subject. In his free time, Paul likes to take part in a variety of hobbies, such as boating, scuba diving and oil painting.
2019, 2021 & 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2021, and 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: NV, NJ, DC, TX, NC, MI, VT, SC, PA, KY, OH, WA, UT, MS, AZ, CO, GA, VA, TN, LA, AL, FL; General Securities Representative; Investment Advisor Representative
About Mary Linley Sweat
Mary Linley brings over 20 years of financial services experience to the team. A graduate of the University of Mississippi, she began her career as an operations manager with UBS Financial Services in Jackson. During her time in operations, Mary Linley realized her passion for working directly with investors and chose to make the transition into client services, becoming a financial advisor at UBS in 2006. She and partner Paul Matlock have been working together ever since and joined Morgan Stanley as The Matlock/Sweat Group in 2008. One of Mary Linley’s primary responsibilities on the team is building and putting together financial plans for clients and their families.
Mary Linley and her husband, Andrew, live in the Fondren area with their two children, Andrew and Elizabeth. An active member of the community, Mary Linley volunteers for numerous local organizations including Junior League of Jackson and Fondren Renaissance Foundation. Mary Linley enjoys spending time with family along with the occasional trip to the beach or Pickwick Lake.
Mary Linley and her husband, Andrew, live in the Fondren area with their two children, Andrew and Elizabeth. An active member of the community, Mary Linley volunteers for numerous local organizations including Junior League of Jackson and Fondren Renaissance Foundation. Mary Linley enjoys spending time with family along with the occasional trip to the beach or Pickwick Lake.
Securities Agent: MS, FL, AZ, VT, NV, NC, WA, VA, OH, TX, GA, AL, MI, LA, CO, UT, TN, PA, NJ, DC, SC; BM/Supervisor; General Securities Representative; Investment Advisor Representative
Contact Paul Matlock
Contact Mary Linley Sweat
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
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact The Matlock / Sweat Group 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.
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 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
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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6When 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
8Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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 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
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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6When 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
8Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)