Mark Logsdon, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(425) 202-0635(425) 202-0635
The Northwest Evergreen Group at Morgan Stanley
Our Mission Statement
Our mission is to know our clients personally, to understand what is most important to them, and become their trusted advisors.
Welcome
The Northwest Evergreen Group at Morgan Stanley provides successful individuals and families with professional financial planning and investment management. We put your interests first, and strive to build a deep relationship to better understand your financial needs and goals. This allows us to create a custom plan that is best for you.
We formed the Northwest Evergreen Group to better serve our diverse clientele. As a team of Certified Financial Planners™ and Portfolio Managers, we have the unique ability and knowledge to provide solutions to your complex financial needs.
Regardless of whether you are retired or working; starting a family or planning your legacy; growing or preserving your wealth, we have the experience and resources to help meet your needs.
We formed the Northwest Evergreen Group to better serve our diverse clientele. As a team of Certified Financial Planners™ and Portfolio Managers, we have the unique ability and knowledge to provide solutions to your complex financial needs.
Regardless of whether you are retired or working; starting a family or planning your legacy; growing or preserving your wealth, we have the experience and resources to help meet your needs.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Clients
Our clients work with us because they know we have their best interests in mind. This trust is built from our shared values and understanding of what is most important to them.
As a result, we serve a diverse clientele from one generation to the next.
Our clients include:
- Retirees
- Business Owners and Executives
- Working Professionals and Individuals
- Multigenerational Families
As a result, we serve a diverse clientele from one generation to the next.
Our clients include:
- Retirees
- Business Owners and Executives
- Working Professionals and Individuals
- Multigenerational Families
Working With You
Leveraging our experience, dedicated personal service and vast resources - we work with you to create a personalized financial plan. Our approach to Wealth Management is formal yet flexible. Over time, we adjust your plan to changing circumstances, helping you to achieve and preserve your goals.
Set Your Financial Objectives
We help you develop an investment strategy. Your strategy is based on: specific goals, time horizon, tolerance for risk, and appetite for market volatility
Define An Investment Strategy
We develop an asset allocation recommendation using models and portfolio construction as a part of a diversified
investment strategy
investment strategy
Evaluate And Select Investments
We implement an asset allocation strategy and investment selection based on your interests
Ongoing Review Process
We regularly assess your investment performance and make appropriate adjustments while adapting your strategy to changes in your personal and professional life
Why Work With the Northwest Evergreen Group?
Managing your wealth can be challenging. Working with us can reduce the stress around financial decisions by offering valuable experience and thoughtful guidance.
Our team gets to know you and your finances. Together we build a holistic wealth plan to help achieve your goals.
• Retirement Planning
• Education Planning
• Health Care Expense Planning
• Life & Long Term Care Insurance
• Trust & Estate Service Coordination
• Philanthropy Management
• Tax Efficient Investment Strategies
• Lending & Cash Management
• Succession Planning
• Retirement Planning
• Education Planning
• Health Care Expense Planning
• Life & Long Term Care Insurance
• Trust & Estate Service Coordination
• Philanthropy Management
• Tax Efficient Investment Strategies
• Lending & Cash Management
• Succession Planning
Our team creates an investment strategy tailored to your goals and risk tolerance, and can assist with various investment functions.
• Asset Allocation
• Portfolio Construction
• Investment Analysis
• Manager Selection
• Risk Management
• Liquidity Planning
• Alternative Investment Selection
• Impact Investment Selection
• Asset Allocation
• Portfolio Construction
• Investment Analysis
• Manager Selection
• Risk Management
• Liquidity Planning
• Alternative Investment Selection
• Impact Investment Selection
We can help you periodically review your investments and progress toward your goals.
• Regular Account Performance Reviews
• Portfolio Reviews
• Budget & Spending Tracking
• Tax Efficient Investing
• Contribution (IRA, 529) Deadline Reminders
• Year-end Planning
• Wealth Plan adjustments due to changes in your life and family situation
• Regular Account Performance Reviews
• Portfolio Reviews
• Budget & Spending Tracking
• Tax Efficient Investing
• Contribution (IRA, 529) Deadline Reminders
• Year-end Planning
• Wealth Plan adjustments due to changes in your life and family situation
Our team serves as a trusted confidant, there to help
you with wealth planning for major financial and life decisions.
• Significant Purchases
• Helping children and other family members
• Life Transitions
• Work with tax and legal advisors to help achieve financial goals
• Referrals to other professionals
• Continuity of wealth plans over generations
• Family Governance
you with wealth planning for major financial and life decisions.
• Significant Purchases
• Helping children and other family members
• Life Transitions
• Work with tax and legal advisors to help achieve financial goals
• Referrals to other professionals
• Continuity of wealth plans over generations
• Family Governance
Location
4000 Carillon Point
Ste 600
Kirkland, WA 98033
US
Toll-Free:
(800) 733-6650(800) 733-6650
Meet The Northwest Evergreen Group
Senior Vice President, Financial Advisor, Financial Planning Specialist, Portfolio Management Director
Phone:
(425) 202-0633(425) 202-0633
Senior Vice President, Wealth Advisor, Chartered Life Underwriter, Portfolio Management Director
Phone:
(208) 338-6909(208) 338-6909
Eric Madison, CPWA®
Financial Advisor, Financial Planning Specialist
Phone:
(425) 202-0636(425) 202-0636
Smaly Khong
Portfolio Associate, Financial Planning Specialist*
Phone:
(425) 202-0649(425) 202-0649
Janae Towery
Registered Client Service Associate
Phone:
(425) 436-2666(425) 436-2666
Emma Fritton
Client Service Associate
Phone:
(425) 202-0645(425) 202-0645
About Mark Logsdon
Mark joined Morgan Stanley in 2007 and is a founding partner of the Northwest Evergreen Group. His focus throughout his career is to know his clients personally and provide custom investment solutions through a financial planning process. Mark has extensive experience advising high net worth individuals and families through every stage of their financial lives.
As a CERTIFIED FINANCIAL PLANNER™ and Senior Portfolio Management Director, Mark has the experience and knowledge to assist clients through their complex financial needs. Mark graduated from Washington State University with a Bachelor of Arts degree in Business with a concentration in Finance, Insurance and Real Estate. He was recognized in 2025 by Forbes Magazine “Best-In-State Wealth Advisor”.
Mark and his wife, Erin, reside in Woodinville with their three children: Andrew, Patrick and Charlotte. In his free time, Mark enjoys spending time with his family, coaching youth sports, hiking, mountain biking, golfing and hunting.
Source: Forbes (Awarded April 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23-6/30/24.
As a CERTIFIED FINANCIAL PLANNER™ and Senior Portfolio Management Director, Mark has the experience and knowledge to assist clients through their complex financial needs. Mark graduated from Washington State University with a Bachelor of Arts degree in Business with a concentration in Finance, Insurance and Real Estate. He was recognized in 2025 by Forbes Magazine “Best-In-State Wealth Advisor”.
Mark and his wife, Erin, reside in Woodinville with their three children: Andrew, Patrick and Charlotte. In his free time, Mark enjoys spending time with his family, coaching youth sports, hiking, mountain biking, golfing and hunting.
Source: Forbes (Awarded April 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23-6/30/24.
Securities Agent: NY, NC, OR, OH, MI, CT, CO, WI, UT, MT, KS, TN, DC, IL, CA, NV, MO, ID, AZ, VA, SC, FL, NH, AK, MA, HI, WV, IA, ND, IN, WA, MN, GA, WY, TX, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1282582
NMLS#: 1282582
About Robert Fritton
I was born and raised in Phoenix, Arizona the valley of the sun.
Growing up, I was lucky to have four parents as my mom and dad divorced while my sister and I were quite young. My mother was a Catholic school teacher. My father a real estate agent. My step-mother was a mortgage underwriter and my step-father a civil engineer. I was blessed with diversity through this journey.
I attended private school through 8th grade, public school through high school and Arizona State University in Tempe, Arizona. I was a member of the Alpha Tau Omega fraternity where I made life long friends.
After college, I really started to spread my wings. I moved to Maui, Hawaii for close to three years - no greater place to live some believe. After a few years, I traveled around the world as a first mate on private charter yachts. I have a PADI open water scuba instructor license and a US Coast Guard license.
During the yachting days I met my wonderful bride Venisa. We decided to settle in Washington State as we have an abundance of water and a vibrant local economy. We have two wonderful girls- Emma and Lily. Venisa works for a non-profit "Olive Crest" helping abused and neglected children.
My greatest achievement is our work with foster children. We were lucky to adopt our younger daughter through this process. To give back, during my spare time I serve as President of the Board of Trustees for Olive Crest here in the PNW.
I look forward to meeting you and learning about all of your wonderful accomplishments!
Growing up, I was lucky to have four parents as my mom and dad divorced while my sister and I were quite young. My mother was a Catholic school teacher. My father a real estate agent. My step-mother was a mortgage underwriter and my step-father a civil engineer. I was blessed with diversity through this journey.
I attended private school through 8th grade, public school through high school and Arizona State University in Tempe, Arizona. I was a member of the Alpha Tau Omega fraternity where I made life long friends.
After college, I really started to spread my wings. I moved to Maui, Hawaii for close to three years - no greater place to live some believe. After a few years, I traveled around the world as a first mate on private charter yachts. I have a PADI open water scuba instructor license and a US Coast Guard license.
During the yachting days I met my wonderful bride Venisa. We decided to settle in Washington State as we have an abundance of water and a vibrant local economy. We have two wonderful girls- Emma and Lily. Venisa works for a non-profit "Olive Crest" helping abused and neglected children.
My greatest achievement is our work with foster children. We were lucky to adopt our younger daughter through this process. To give back, during my spare time I serve as President of the Board of Trustees for Olive Crest here in the PNW.
I look forward to meeting you and learning about all of your wonderful accomplishments!
Securities Agent: FL, KS, ID, WA, MA, DC, IL, TX, MT, NV, NM, NC, CO, OH, IA, SC, CT, AZ, AK, MO, MN, HI, CA, WI, UT, MI, IN, GA, DE, WY, VA, OR, NY, WV, TN, NH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265078
CA Insurance License #: 0D14511
NMLS#: 1265078
CA Insurance License #: 0D14511
About Curt Haldorson
I was born and raised in north central Oregon in the scenic Columbia Gorge.
Both of my parents were Government employees. My mom worked for the State of Oregon and dad, for Federal Farm Credit bureau. My mom taught me at an early age how important it was to have a savings discipline. As a case worker for the Adult and Family Services division of Oregon I would follow her on various “take your kid to work” days. That exposure taught me that life is tough! And that the choices you make in life “will” have a future impact. What I didn’t realize, at the time, was that those experiences would lead me to a career in health care.
After graduating from high school, I attended Oregon Institute of Technology in Klamath Falls Oregon. During my second year of college my Dad died from a heart attack. Even before receiving my diploma I knew what I wanted to do.
I earned my Bachelors Degree in Medical Imaging and I was hired on as a Cardiovascular Specialist at a Hospital in Everett WA. My focus, as one of the licensed X-ray Techs, was to be involved at all levels during cardiac and interventional radiology procedures. Patient education, team work and procedure protocol was what I lived and breathed day and night for almost eleven years. Every day my team had a plan!
I transitioned out of health care to a family partnership at Smith Barney where I utilized the business component of my education to earn my CFP®.
Life teaches us many lessons. Ask questions, be a good listener, use your skills to help others and to give back. Most important – because life happens really fast, have a plan!
During my free time, I enjoy spending time with my wife and two incredible daughters- fluent in "kitchen"- and an active outdoorsman and craftsman.
Both of my parents were Government employees. My mom worked for the State of Oregon and dad, for Federal Farm Credit bureau. My mom taught me at an early age how important it was to have a savings discipline. As a case worker for the Adult and Family Services division of Oregon I would follow her on various “take your kid to work” days. That exposure taught me that life is tough! And that the choices you make in life “will” have a future impact. What I didn’t realize, at the time, was that those experiences would lead me to a career in health care.
After graduating from high school, I attended Oregon Institute of Technology in Klamath Falls Oregon. During my second year of college my Dad died from a heart attack. Even before receiving my diploma I knew what I wanted to do.
I earned my Bachelors Degree in Medical Imaging and I was hired on as a Cardiovascular Specialist at a Hospital in Everett WA. My focus, as one of the licensed X-ray Techs, was to be involved at all levels during cardiac and interventional radiology procedures. Patient education, team work and procedure protocol was what I lived and breathed day and night for almost eleven years. Every day my team had a plan!
I transitioned out of health care to a family partnership at Smith Barney where I utilized the business component of my education to earn my CFP®.
Life teaches us many lessons. Ask questions, be a good listener, use your skills to help others and to give back. Most important – because life happens really fast, have a plan!
During my free time, I enjoy spending time with my wife and two incredible daughters- fluent in "kitchen"- and an active outdoorsman and craftsman.
Securities Agent: FL, SC, NH, WY, WV, WA, UT, MA, OR, NV, CT, VA, OH, NM, ND, MT, HI, CO, CA, AZ, AK, TX, NC, MO, IN, ID, IA, GA, WI, MI, KS, NY, IL, DC, TN, MN, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1262106
CA Insurance License #: 0H86405
NMLS#: 1262106
CA Insurance License #: 0H86405
About Eric Madison
Eric prides himself on being a resource for his clients. He started his career with Morgan Stanley as a financial planning associate. Prior to Morgan Stanley he worked as a business consultant where he realized he had passion for helping others achieve their goals.
As a financial advisor for the Northwest Evergreen Group, Eric specializes in the development and monitoring of financial plans. He works directly with clients to establish a roadmap to pursue the outcomes they envision for themselves and their families.
Eric is Washington native and earned his undergraduate degree from Washington State University and a Masters of Business Administration from Seattle University. Outside of work he enjoys the outdoors, golfing, and attending Seattle sporting events.
As a financial advisor for the Northwest Evergreen Group, Eric specializes in the development and monitoring of financial plans. He works directly with clients to establish a roadmap to pursue the outcomes they envision for themselves and their families.
Eric is Washington native and earned his undergraduate degree from Washington State University and a Masters of Business Administration from Seattle University. Outside of work he enjoys the outdoors, golfing, and attending Seattle sporting events.
Securities Agent: OR, MT, DC, NV, WY, VA, SC, KS, FL, UT, TX, IL, CT, NY, TN, NC, CA, OK, MN, MI, NM, MO, GA, AZ, IA, AK, WI, HI, WV, IN, NH, MA, ND, OH, ID, CO, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1773590
NMLS#: 1773590
About Smaly Khong
Smaly Khong is the Client Service Associate for The Northwest Evergreen Group. She started her career with Morgan Stanley in the Operations Department, where she learned the systems and processes she now applies in managing the administrative responsibilities for the team. Smaly enjoys getting to know the clients, and takes pride in understanding their individual needs and delivering highly-responsive client service support.
Smaly received her Bachelor of Arts degree from the University of Washington. She had previously worked as an Orthodontic Assistant and was a Board Member of the Community Accountability Board for Pierce County Juvenile Court, but her desire to learn about the finance industry has brought her to Morgan Stanley.
Smaly was born and raised in Washington State. She enjoys all outdoor activities and exploring the natural beauty that Washington has to offer. In her free time, Smaly enjoys spending time with family, dining out, watching movies, and traveling.
*Disclaimer: This role cannot solicit or provide investment advice.
Smaly received her Bachelor of Arts degree from the University of Washington. She had previously worked as an Orthodontic Assistant and was a Board Member of the Community Accountability Board for Pierce County Juvenile Court, but her desire to learn about the finance industry has brought her to Morgan Stanley.
Smaly was born and raised in Washington State. She enjoys all outdoor activities and exploring the natural beauty that Washington has to offer. In her free time, Smaly enjoys spending time with family, dining out, watching movies, and traveling.
*Disclaimer: This role cannot solicit or provide investment advice.
Contact Mark Logsdon
Contact Robert Fritton
Contact Curt Haldorson
Contact Eric Madison
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
Bill Grey
Private Banker
Wilson Calansingin
Associate Private Banker
About Bill Grey
Bill Grey is a Private Banker serving Morgan Stanley Wealth Management offices in Washington.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Bill began his career in financial services over 30 years ago and joined Morgan Stanley in 2024 as a Private Banker. Prior to joining the firm, he was a Custom Credit Executive at the Merrill Lynch. Bill also served as a Wealth Management Banker at Merrill Lynch.
Bill is a graduate of the Pacific Coast Banking School. He enjoys spending time with his family and is an avid fisherman.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Bill began his career in financial services over 30 years ago and joined Morgan Stanley in 2024 as a Private Banker. Prior to joining the firm, he was a Custom Credit Executive at the Merrill Lynch. Bill also served as a Wealth Management Banker at Merrill Lynch.
Bill is a graduate of the Pacific Coast Banking School. He enjoys spending time with his family and is an avid fisherman.
NMLS#: 652692
About Wilson Calansingin
Wilson Calansingin is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Washington State.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Wilson began his career in financial services in 2006, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Premier Banker at Wells Fargo Bank, N.A.
Wilson is a graduate of Ateneo de Manila University, where he received a Business Management degree with a focus in Finance. He lives in Tacoma, Washington. Outside of the office, Wilson enjoys golfing.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Wilson began his career in financial services in 2006, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Premier Banker at Wells Fargo Bank, N.A.
Wilson is a graduate of Ateneo de Manila University, where he received a Business Management degree with a focus in Finance. He lives in Tacoma, Washington. Outside of the office, Wilson enjoys golfing.
NMLS#: 711776
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
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
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Northwest Evergreen 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’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.
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 (“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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products 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’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.
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 (“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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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Awards Disclosures
CRC 6491812 (04/2024)
