Erin Dickes
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(214) 720-2947(214) 720-2947
The Park District Group at Morgan Stanley
Direct:
(214) 696-7193(214) 696-7193
Our Mission Statement
We offer an experienced perspective and specialized resources to help highly affluent families preserve assets and build durable legacies across multiple generations.
About Us
At The Park District Group, we believe that the most successful wealth management plans are those that are rooted in a clear understanding of a family's values, ambitions, and long-term goals. With over 50 years of combined experience, we've helped clients preserve, grow, and transfer wealth with strategies that are as thoughtful and multifaceted as the lives they support.
Our experience is grounded across a variety of disciplines, including private equity, investment banking, professional sports, for-profit and non-profit board service, and most importantly, private and institutional wealth management from multiple globally-renowned firms over our careers. These diverse perspectives and experiences are what help us understand our clients, including successful entrepreneurs, executives, athletes, and entertainers.
Our overarching goal is to help each of our clients make sound financial decisions based on a clear knowledge of what they own and how their life goals translate to financial objectives. The plans we craft encompass multigenerational wealth structuring, strategic asset allocation, succession planning, family dynamic advisory and, where applicable, the development of Investment Policy Statements for our clients' philanthropic and business entities.
We look forward to learning more about the ambitions you have for yourself and your family, and discussing our approach to helping you fulfill them. To begin that conversation, please contact us.
Our experience is grounded across a variety of disciplines, including private equity, investment banking, professional sports, for-profit and non-profit board service, and most importantly, private and institutional wealth management from multiple globally-renowned firms over our careers. These diverse perspectives and experiences are what help us understand our clients, including successful entrepreneurs, executives, athletes, and entertainers.
Our overarching goal is to help each of our clients make sound financial decisions based on a clear knowledge of what they own and how their life goals translate to financial objectives. The plans we craft encompass multigenerational wealth structuring, strategic asset allocation, succession planning, family dynamic advisory and, where applicable, the development of Investment Policy Statements for our clients' philanthropic and business entities.
We look forward to learning more about the ambitions you have for yourself and your family, and discussing our approach to helping you fulfill them. To begin that conversation, please contact us.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Awards & Designations
Global Sports & Entertainment (GSE) Director
As a Global Sports and Entertainment Director, Ricky understands the complexities and pressures facing high-achieving professionals in the sport and entertainment industries. He is equipped in providing financial advising services to professionals in all areas of entertainment from athletes to artists, actors, content creators, and beyond. Working exclusively in sports and entertainment, he understands the unique demands that come with a career as a professional athlete, coach, or industry executive. His vast experience understanding schedules, variability of income, and the demands that come from life inside and outside of a profession in sports gives him the ability to tap into a range of resources needed to address each client's unique immediate financial challenges, and to create comprehensive plans to help reach their long-term goals.
Senior Portfolio Managers
Ricky (Senior Portfolio Management Director) and Erin (Senior Portfolio Manager) are among a small, select group of Morgan Stanley financial advisors who can offer portfolio services directly to their clients, rather than relying on third-party managers.
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client's Financial Advisor invests the client's assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
2022-2024 Forbes Best-In-State Wealth Advisors
Ricky is honored to have been named a Best-In-State Wealth Advisor by Forbes Magazine for 3 consecutive years.
2022-2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (2022-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2021-2022 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State
Ricky is honored to have been named a Top Next-Generation Wealth Advisor by Forbes Magazine in 2021 and 2022.
2021-2022 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (2021-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2021-2022 Barron's Top 1,200 Financial Advisors: State-by-State
Erin is honored to have been named to Barron's Top 1,200 Financial Advisors: State-by-State list in 2021 and 2022.
2021-2022 Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barrons.com (Awarded 2021, 2022). Data compiled by Barron's based on 12-month period concluding in September of the year prior to the issuance of the award.
2020-2021 Barron's Top 100 Women Financial Advisors
Erin is honored to have been named to Barron's Top Women Financial Advisors list in 2020 and 2021.
2020-2021 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2020, 2021). Data compiled by Barron's based on 12-month period concluding in March of the year the award was issued.
Client Resources
Our team has compiled select resources exclusively offered by Morgan Stanley that are designed to provide a unique, elevated service when it comes to your wealth management needs. Below you will find a handful that are particularly relevant to the clients our team serves.
Goals-Based Financial Planning
A variety of planning-related tools—including our award-winning Goals Planning System (GPS) and LifeView—which enable us to provide a single, comprehensive snapshot of your finances and adapt a wealth plan to your ever-changing life demands and modify goals as needed.
Tax, Trust, and Estate Planning
As the demands of your family grow and evolve, you are likely to need to seek out a team who has expanded their capabilities. We take a holistic approach, ensuring that we consider all aspects of an individual's estate to understand the potential income tax and estate planning attributes of the vehicles.
Family Office Resources (FOR)
Family Office Resources (FOR) is structured to help clients define a guiding vision, translate that vision into effective strategies, and implement those strategies by calling on the tactical expertise of experienced experts. Accessed by Morgan Stanley advisors through UHNW Client Specialists, our capabilities span three complementary areas of focus: Governance & Legacy, Wealth Strategies, and Signature Access.
Morgan Stanley at Work
Transform your workplace through financial well-being. From equity to retirement to college savings, our solutions help employees achieve their financial goals, so they can take your company to new heights.
Alternative Investments
Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
MS Gift & Donor Advised Funds (DAFS)
Charitable giving is among the highest of human aspirations, woven into the fabric of organizations, countries, and societies around the world. MS GIFT provides a unique way to give to charity through the use of Donor advised funds or, DAFs. Donor advised funds are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.
Digital Resources & Market Research
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients and catch up on current market perspectives with Morgan Stanley research pieces below.
Morgan Stanley Online
Morgan Stanley Online (MSO) allows you to seamlessly and securely manage your investments and everyday finances in one place.
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings, and other relevant documents with your Financial Advisor.
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient, & secure.
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information, and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
On the Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy, and more.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
Location
2121 North Pearl St
Ste 500
Dallas, TX 75201
US
Direct:
(214) 696-7193(214) 696-7193
Meet The Park District Group
Executive Director, Financial Advisor, Senior Portfolio Management Director, Global Sports and Entertainment Director
Phone:
(214) 696-7032(214) 696-7032
Evy Stein Keller
Senior Client Service Associate
Phone:
(847) 382-3759(847) 382-3759
Matt Gerth
Sr. Registered Client Service Associate
Phone:
(214) 661-7026(214) 661-7026
Haley Hall
Client Service Associate
Phone:
(214) 696-7193(214) 696-7193
About Me
Drawing on more than 20 years of diverse financial industry experience, Erin Dickes works closely with ultra high net worth families and their advisors and select institutions to structure and implement comprehensive investment and wealth management strategies. Thanks to the trust her clients have placed in her and her team, Erin was listed in Barron’s Top Advisor Rankings by State in 2021 and 2022. She was also named one of Barron’s Top 100 Women Advisors in 2020 and 2021.
Prior to joining Morgan Stanley in 2022, Erin served a Managing Director and Team Executive for CIBC Private Wealth Management, where she focused on custom portfolio management for high net worth families and individuals. Erin joined CIBC in 2017 with the acquisition of Geneva Advisors, where she had been a Principal. She previously served as a partner and co-founder of Hadley Capital, LLC, a private equity investment firm that concentrated on investments in the manufacturing, distribution and service industries. She also worked on the sell side at the San Francisco investment bank Robertson, Stephens and Company, focusing on the high-tech, biotechnology and consumer industries.
Erin earned her B.S. from the Carroll School of Management at Boston College and an MBA in finance from Northwestern University’s Kellogg School of Management. She is a member of the International Women’s Forum, Chicago and Dallas chapters, and a member of the Economics Club of Chicago. She recently served as a trustee of Woodlands Academy of the Sacred Heart and completed two terms as board director of The Cradle, a nonprofit adoption agency in Evanston, Illinois.
Erin’s interests outside of the financial markets include spending quality time with her family, cooking and entertaining, running, golf, college football games, pheasant hunting, and all varieties of travel.
2021, 2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2021, 2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2020, 2021 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2020, 2021). Data compiled by Barron's based on 12-month period concluding in March of the year the award was issued.
NMLS: 2648025
Prior to joining Morgan Stanley in 2022, Erin served a Managing Director and Team Executive for CIBC Private Wealth Management, where she focused on custom portfolio management for high net worth families and individuals. Erin joined CIBC in 2017 with the acquisition of Geneva Advisors, where she had been a Principal. She previously served as a partner and co-founder of Hadley Capital, LLC, a private equity investment firm that concentrated on investments in the manufacturing, distribution and service industries. She also worked on the sell side at the San Francisco investment bank Robertson, Stephens and Company, focusing on the high-tech, biotechnology and consumer industries.
Erin earned her B.S. from the Carroll School of Management at Boston College and an MBA in finance from Northwestern University’s Kellogg School of Management. She is a member of the International Women’s Forum, Chicago and Dallas chapters, and a member of the Economics Club of Chicago. She recently served as a trustee of Woodlands Academy of the Sacred Heart and completed two terms as board director of The Cradle, a nonprofit adoption agency in Evanston, Illinois.
Erin’s interests outside of the financial markets include spending quality time with her family, cooking and entertaining, running, golf, college football games, pheasant hunting, and all varieties of travel.
2021, 2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2021, 2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2020, 2021 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2020, 2021). Data compiled by Barron's based on 12-month period concluding in March of the year the award was issued.
NMLS: 2648025
Securities Agent: IL, DE, HI, NE, UT, MA, GA, TN, CA, NV, NJ, MD, VT, VA, TX, NY, MO, ID, WA, NC, CO, IN, FL, AZ, WI, KY, NM, CT, SC, OR, OK, MS, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 2648025
NMLS#: 2648025
About Me
I grew up in Dallas, but did my undergraduate work at Tulane University in New Orleans, where I graduated with honors and a double major in finance and legal studies of business. I went on to earn a master's degree in education at the University of Kansas, and having played varsity baseball at both schools, I then signed a professional contract to play baseball for the Cleveland Indians. After spending parts of two seasons in the Indians' minor league system, I decided my real future was in the investment business. I began my second career as a financial advisor with Morgan Keegan & Co. in 2007, continued with RBC Wealth Management from 2011 until finally joining Morgan Stanley in 2023.
My wife, Betsey, and I live in Dallas with our two young children, Mila and Ford. I currently serve as the chairman of the annual benefit concert for The Outdoors Tomorrow Foundation, which is the nation's leading provider of in-school outdoor education with more than 150,000 kids per year enrolled in our "Outdoor Adventures" class, in 1400+ schools across all 50 states and Canada. When I'm not working, you'll most likely find me in the great outdoors with family and friends or on the golf course.
Credentials and Honors:
· CFA® Charter holder
· Guest lecturer: TCU's Neeley School of Business, Financial Management for Professional Athletes
· Forbes Top Next-Gen Wealth Advisor - 2021, 2022
· Forbes Best-In-State Wealth Advisor Award - 2022, 2023, 2024
· Tulane University Athletics Hall of Fame
Active memberships and affiliations include:
· The Outdoors Tomorrow Foundation (former trustee, chairman of the board)
· Las Colinas Country Club (past president)
· Warrior Open Caddie hosted by President George W. Bush
· Highland Park United Methodist Church
· Tulane Athletics Hall of Fame
· Aradius Group Board of Directors
· 130A Board of Directors
· Park Cities Quail
· Delta Waterfowl
· Dallas Ducks 100
· Dallas Safari Club
2022-2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (2022-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2021-2022 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
(**formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (2021-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
For more information, visit: https://www.morganstanley.com/disclosures/awards-disclosure/
My wife, Betsey, and I live in Dallas with our two young children, Mila and Ford. I currently serve as the chairman of the annual benefit concert for The Outdoors Tomorrow Foundation, which is the nation's leading provider of in-school outdoor education with more than 150,000 kids per year enrolled in our "Outdoor Adventures" class, in 1400+ schools across all 50 states and Canada. When I'm not working, you'll most likely find me in the great outdoors with family and friends or on the golf course.
Credentials and Honors:
· CFA® Charter holder
· Guest lecturer: TCU's Neeley School of Business, Financial Management for Professional Athletes
· Forbes Top Next-Gen Wealth Advisor - 2021, 2022
· Forbes Best-In-State Wealth Advisor Award - 2022, 2023, 2024
· Tulane University Athletics Hall of Fame
Active memberships and affiliations include:
· The Outdoors Tomorrow Foundation (former trustee, chairman of the board)
· Las Colinas Country Club (past president)
· Warrior Open Caddie hosted by President George W. Bush
· Highland Park United Methodist Church
· Tulane Athletics Hall of Fame
· Aradius Group Board of Directors
· 130A Board of Directors
· Park Cities Quail
· Delta Waterfowl
· Dallas Ducks 100
· Dallas Safari Club
2022-2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (2022-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2021-2022 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
(**formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (2021-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
For more information, visit: https://www.morganstanley.com/disclosures/awards-disclosure/
Securities Agent: DC, OR, VA, TX, SC, NE, NC, MA, HI, FL, CT, NY, WA, NJ, CA, KY, AZ, OH, NV, NM, MS, CO, AR, OK, MO, WY, TN, PA, LA, GA, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1790430
CA Insurance License #: #4028924
NMLS#: 1790430
CA Insurance License #: #4028924
About Evy Stein Keller
Evy Keller has been actively involved in financial management both from a broker-dealer and private wealth management perspective for over 45 years. Charged with overseeing many of the team’s operational and administrative activities, Evy works to deliver an exceptional level of service to the team’s clients.
Evy began her career in 1974 at A. G. Becker, Inc. in Chicago, working with Senior Vice President James J. Arado as his Sales Assistant. She moved with Jim to William Blair & Co. in 1984. In 2003, Jim co-founded Geneva Advisors, LLC, where Evy worked as Senior Sales Associate and began her work relationship with Erin Dickes. In 2017, Geneva Advisors merged with a division of CIBC Bank USA, which became CIBC Private Wealth Management. She moved to Morgan Stanley in her current position in 2022.
Throughout her tenure, Evy has delivered comprehensive client service and administration to high net worth clients, certified public accounts, attorneys and plan administrators. She considers her role to be “inside sales,” compared to the Financial Advisor’s “outside sales.”
Outside of work, Evy is an avid exercise enthusiast who has taught indoor cycling classes at three local private health clubs in the northwest suburbs of Chicago for the past 15 years. She also served as an adjunct teacher/instructor of spin classes at Harper College. Evy recently remarried and discovered her love of cooking with her husband, John Mora, and the help of Charley, their Maltese rescue.
Series 7 Registered; Series 63 Registered; studying for Series 66 Registration
Evy began her career in 1974 at A. G. Becker, Inc. in Chicago, working with Senior Vice President James J. Arado as his Sales Assistant. She moved with Jim to William Blair & Co. in 1984. In 2003, Jim co-founded Geneva Advisors, LLC, where Evy worked as Senior Sales Associate and began her work relationship with Erin Dickes. In 2017, Geneva Advisors merged with a division of CIBC Bank USA, which became CIBC Private Wealth Management. She moved to Morgan Stanley in her current position in 2022.
Throughout her tenure, Evy has delivered comprehensive client service and administration to high net worth clients, certified public accounts, attorneys and plan administrators. She considers her role to be “inside sales,” compared to the Financial Advisor’s “outside sales.”
Outside of work, Evy is an avid exercise enthusiast who has taught indoor cycling classes at three local private health clubs in the northwest suburbs of Chicago for the past 15 years. She also served as an adjunct teacher/instructor of spin classes at Harper College. Evy recently remarried and discovered her love of cooking with her husband, John Mora, and the help of Charley, their Maltese rescue.
Series 7 Registered; Series 63 Registered; studying for Series 66 Registration
About Matt Gerth
With nearly 18 years of diverse financial services industry experience, Matt Gerth contributes to an outstanding overall service experience for the team’s clients. Working in support of the team’s senior partner, Matt often serves as the first point of contact for client inquiries and requests and is responsible for an extensive range of account administration and reporting duties.
Prior to joining the firm in 2022, Matt served as a Private Wealth Management Senior Client Service Manager for CIBC Private Wealth in Dallas, where he supported senior relationship managers in all phases of account and relationship management. Prior to that, Matt served as a Trust Administrative Officer for Bank of America Private Bank in Nashville, where he supported trust officers with account and relationship administration and operations for the company's Tennessee market.
Matt received both his MBA and his Bachelor of Business Administration degree from Middle Tennessee State University.
Series 7 Registered, Series 66 Registered, Series 9 Registered, Series 10 Registered
Prior to joining the firm in 2022, Matt served as a Private Wealth Management Senior Client Service Manager for CIBC Private Wealth in Dallas, where he supported senior relationship managers in all phases of account and relationship management. Prior to that, Matt served as a Trust Administrative Officer for Bank of America Private Bank in Nashville, where he supported trust officers with account and relationship administration and operations for the company's Tennessee market.
Matt received both his MBA and his Bachelor of Business Administration degree from Middle Tennessee State University.
Series 7 Registered, Series 66 Registered, Series 9 Registered, Series 10 Registered
About Haley Hall
Haley Hall was raised in Southeast Texas and graduated from The University of Texas at Austin in 2011. She began her work in wealth management as a Client Service Associate at Royal Bank of Canada then joined Morgan Stanley in 2023. Haley enjoys spending time with her young son, Ford, traveling and being outdoors.
Contact Erin Dickes
Contact Ricky Fairchild
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
Article Image
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
Article Image
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
Article Image
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
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact The Park District Group today.
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
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
