T Gregory Naples
Senior Vice President, Financial Advisor, Insurance Planning Director
Phone:
(234) 380-4812(234) 380-4812
The Naples Wealth Management Group at Morgan Stanley
Direct:
(234) 380-4805(234) 380-4805
Toll-Free:
(877) 476-0673(877) 476-0673
Industry Award WinnerOur Mission Statement
We serve as Advisors for multigenerational Families by utilizing a comprehensive disciplined process that can help achieve their life goals.
Our Story and Services
For us, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve. Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Total Wealth View
You may have bank accounts, brokerage accounts, insurance policies and retirement plans scattered across financial institutions. Wouldn’t you like to see your full financial picture in one place? Morgan Stanley can help.
As a Morgan Stanley client, you can use Asset Aggregation to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture.
Asset Aggregation offers:
CONVENIENCE – Enroll all of your accounts – including investments, retirement plans, loans, banking and credit cards – so you can view your entire financial life right from our online site.
CLARITY – Obtain a holistic view of your wealth picture. You and your Financial Advisor can better assess where you stand on: your total net worth, alignment of your financial resources to your financial plan or analysis, and your risk and diversification.
SECURITY – Understand that your privacy is protected with the strictest attention to security and confidentiality through comprehensive multifactor authentication and the strongest data encryption available.
Asset Aggregation can provide you with a current, comprehensive understanding of your overall financial situation – putting you in a better position to implement your wealth management strategy and your Financial Advisor in a better position to deliver personalized financial strategies to help you protect and grow your wealth.
As a Morgan Stanley client, you can use Asset Aggregation to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture.
Asset Aggregation offers:
CONVENIENCE – Enroll all of your accounts – including investments, retirement plans, loans, banking and credit cards – so you can view your entire financial life right from our online site.
CLARITY – Obtain a holistic view of your wealth picture. You and your Financial Advisor can better assess where you stand on: your total net worth, alignment of your financial resources to your financial plan or analysis, and your risk and diversification.
SECURITY – Understand that your privacy is protected with the strictest attention to security and confidentiality through comprehensive multifactor authentication and the strongest data encryption available.
Asset Aggregation can provide you with a current, comprehensive understanding of your overall financial situation – putting you in a better position to implement your wealth management strategy and your Financial Advisor in a better position to deliver personalized financial strategies to help you protect and grow your wealth.
Tax Information & Tips
Stay up-to-date on the latest tax guidelines, contribution limits, tax brackets and more with our tax tables. View the 2024 tables below for the current tax season, and review the 2025's tables to prepare for next years' changes.
As always, we are here to help so please reach out with any questions.
As always, we are here to help so please reach out with any questions.
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, manage unrealized gains and help keep more of what you earn.
Learn MoreReserved Living & Giving
Morgan Stanley's Reserved Living & Giving Program
Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services. The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.
Reserved clients can take advantage of a wide range of offers, including:
- Travel and cultural experiences from best-in-class planners
- Special pricing from iconic beauty, retail and automotive brands
- The latest fashion, wine and sweets from select emerging brands
Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.
Ask us how you and your family can begin to take advantage of these wonderful offers.
Click the link below for more information:
Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services. The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.
Reserved clients can take advantage of a wide range of offers, including:
- Travel and cultural experiences from best-in-class planners
- Special pricing from iconic beauty, retail and automotive brands
- The latest fashion, wine and sweets from select emerging brands
Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.
Ask us how you and your family can begin to take advantage of these wonderful offers.
Click the link below for more information:
Location
36 East Streetsboro St
Hudson, OH 44236
US
Direct:
(234) 380-4805(234) 380-4805
Toll-Free:
(877) 476-0673(877) 476-0673
Meet The Naples Wealth Management Group
Christopher Naples
Senior Vice President, Wealth Management, Financial Advisor, Insurance Planning Director, Family Wealth Advisor
Phone:
(234) 380-4805(234) 380-4805
Carter Camper
Financial Advisor
Phone:
(234) 380-4826(234) 380-4826
Kristine Prisk
Portfolio Associate
Phone:
(234) 380-4803(234) 380-4803
About T Gregory Naples
T. Gregory Naples is a Senior Vice President and Financial Advisor with the Naples Wealth Management Group at Morgan Stanley in Hudson, Ohio. His area of focus is in the development and implementation of financial and estate planning, wealth management investment strategies, as well as corporate retirement programs.
Prior to Morgan Stanley, Greg had extensive industry experience and held various Sales, Marketing and General Management, and International Executive positions in the chemical industry with Diamond Shamrock, Sherwin Williams, and the BF Goodrich Company. In 1998, he joined McDonald Investments until it was acquired by UBS and then joined Morgan Stanley in 2011.
Greg also represents Morgan Stanley while serving as the President of the Financial Advisory Council for the Insured Retirement Institute (IRI). In addition, he has a seat on the Insurance & Annuity Advisory Council for Morgan Stanley at their New York headquarters. Greg has been the recipient of the prestigious Morgan Stanley Century Club award for four consecutive years.
He received both his BS and MS degrees from John Carroll University and, subsequently earned his Series 7, 66 and Insurance professional licenses.
Prior to Morgan Stanley, Greg had extensive industry experience and held various Sales, Marketing and General Management, and International Executive positions in the chemical industry with Diamond Shamrock, Sherwin Williams, and the BF Goodrich Company. In 1998, he joined McDonald Investments until it was acquired by UBS and then joined Morgan Stanley in 2011.
Greg also represents Morgan Stanley while serving as the President of the Financial Advisory Council for the Insured Retirement Institute (IRI). In addition, he has a seat on the Insurance & Annuity Advisory Council for Morgan Stanley at their New York headquarters. Greg has been the recipient of the prestigious Morgan Stanley Century Club award for four consecutive years.
He received both his BS and MS degrees from John Carroll University and, subsequently earned his Series 7, 66 and Insurance professional licenses.
Securities Agent: MI, LA, KY, OH, NY, ID, DE, CT, MN, IN, VA, PA, KS, CO, CA, AZ, UT, ME, IL, NV, MA, OR, VT, TX, NJ, NC, FL, MD, GA, DC, AL, TN, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1820857
AR Insurance License #: 2259801
NMLS#: 1820857
AR Insurance License #: 2259801
About Christopher Naples
Christopher Naples is a First Vice President and Financial Advisor with The Naples Wealth Management Group at Morgan Stanley Wealth Management in Hudson, Ohio. He works with clients on matters including financial planning, retirement planning and insurance and income strategies. Additionally Mr. Naples works with small to midsize business owners to develop customized retirement plan solutions that benefit both the owner and their employees.
Before joining Morgan Stanley, Christopher worked as a management consultant for Ernst & Young’s Supply Chain Automotive group. His team conducted various client assessments and implementations throughout North America, Australia, Europe, and Japan.
Christopher is Series 7 and 66, and Life & Health Insurance licensed and received his Bachelor of Science in Engineering Management from Miami University in 1997.
Before joining Morgan Stanley, Christopher worked as a management consultant for Ernst & Young’s Supply Chain Automotive group. His team conducted various client assessments and implementations throughout North America, Australia, Europe, and Japan.
Christopher is Series 7 and 66, and Life & Health Insurance licensed and received his Bachelor of Science in Engineering Management from Miami University in 1997.
Securities Agent: MI, AL, OR, VT, TX, SC, VA, NJ, MN, IN, AZ, CT, ID, CO, TN, PA, FL, UT, MA, KY, IL, DE, OH, ME, KS, NV, LA, DC, CA, NY, NC, MD, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1787002
NMLS#: 1787002
About Carter Camper
Carter is a Financial Advisor with The Naples Wealth Management Group at Morgan Stanley in Hudson, Ohio. His areas of focus are the creation and implementation of personal multigenerational financial plans, investment strategies for pre-retirement accumulation of assets, followed by retirement strategies for the distribution of those same investments, the implementation of any insurance products that are appropriate for the clients’ needs at their current stage in life, and finally the establishment of corporate retirement programs.
Before joining Morgan Stanley, Carter began his career with a successful 14-year professional hockey career, playing 9 years in America and 5 years in Europe (Sweden, Switzerland, and Finland). A graduate of Miami University (2011), Carter signed with the Boston Bruins to begin his professional hockey career. He now brings the same passion, discipline, and team-first mentality that fueled his athletic success to serving clients and their families.
Carter holds Series 7 and 66 licenses, as well as a Life & Health Insurance license, and received his Bachelor of Arts & Science from Miami University in 2011. The Naples Wealth Management Group has been recognized by Forbes in 2024 and 2025 as one of the Best in State Wealth Management Teams.
Originally from Rocky River, Ohio, Carter now resides in Hudson, Ohio with his wife Erika and their four boys (Brayden, Wyatt, Cooper, and Miles). Outside of work, he enjoys Cleveland sports, golfing, and spending time with his family.
Before joining Morgan Stanley, Carter began his career with a successful 14-year professional hockey career, playing 9 years in America and 5 years in Europe (Sweden, Switzerland, and Finland). A graduate of Miami University (2011), Carter signed with the Boston Bruins to begin his professional hockey career. He now brings the same passion, discipline, and team-first mentality that fueled his athletic success to serving clients and their families.
Carter holds Series 7 and 66 licenses, as well as a Life & Health Insurance license, and received his Bachelor of Arts & Science from Miami University in 2011. The Naples Wealth Management Group has been recognized by Forbes in 2024 and 2025 as one of the Best in State Wealth Management Teams.
Originally from Rocky River, Ohio, Carter now resides in Hudson, Ohio with his wife Erika and their four boys (Brayden, Wyatt, Cooper, and Miles). Outside of work, he enjoys Cleveland sports, golfing, and spending time with his family.
Securities Agent: OH, MO, KY, FL, VT, SD, NJ, DE, VI, NM, CT, WA, UT, TX, ND, KS, WV, RI, NV, ID, HI, AK, WY, WI, PR, OR, OK, MT, MN, MI, LA, IL, GA, DC, CO, AL, IN, TN, PA, NH, NE, VA, SC, NY, NC, MS, AZ, AR, ME, MD, MA, IA, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 2778746
NMLS#: 2778746
About Kristine Prisk
Kristine joined Morgan Stanley in 2012. Having worked in the Financial Industry for over 24 years, Kristine lends her knowledge and experience in marketing and operations in supporting us in helping to meet their clients’ financial goals and needs. Kristine holds the Series 7, Series 63 and Series 65 licenses and is registered in all 50 states.
Contact T Gregory Naples
Contact Christopher Naples
Contact Carter Camper
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
Wealth Management
From Our Team
You're Ready for Retirement. Is Your Portfolio?
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 Naples Wealth Management Group today.
1Morgan 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.
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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley 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
5Morgan 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley 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
5Morgan 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)
