Matthew Kibbe, CRPC®, CIMA®
Executive Director, Wealth Management, Wealth Advisor, Certified Investment Management Analyst, Senior Portfolio Management Director
Phone:
(503) 221-8638(503) 221-8638
Industry Award WinnerOur Mission Statement
We bring insight, strategy, and personal attention to help you build the future you envision, one step at a time.
Our Story and Services
We want to know your goals in life, as well as your financial fears and what keeps you up at night. With over 50 combined years of financial experience*, we’ll help address both your short term needs and your long term objectives.
Our professional lives have been dedicated to helping families make wise decisions about planning, investing, borrowing, and their overall long term security. You may have goals not only for yourself, but for subsequent generations. You need to plan wisely to help ensure that these dreams reach fruition.
Having worked with some of our clients for decades, we look forward to working with you as we help you create the financial future you envision.
Our professional lives have been dedicated to helping families make wise decisions about planning, investing, borrowing, and their overall long term security. You may have goals not only for yourself, but for subsequent generations. You need to plan wisely to help ensure that these dreams reach fruition.
Having worked with some of our clients for decades, we look forward to working with you as we help you create the financial future you envision.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
Step 1) Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Step 2) Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Step 3) Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Step 4) Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Step 5) Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Step 6) Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Our Digital Tools
Morgan Stanley strives to ensure clients have access to market-leading technology platforms that are resilient, efficient, safe and flexible. Our platforms are here to assist you in any aspect of your financial life and provide both a macro and microscopic view of your finances. Please view our extensive suite of digital tools below.
Morgan Stanley Online
Morgan Stanley Online and the Morgan Stanley mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps.
Learn More about Morgan Stanley Online
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your external account information, you will benefit from more informed and comprehensive wealth planning, and convenient connectivity.
Learn more about Total Wealth View
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give to those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
Log into your Digital Vault
Goals Planning System
A holistic Goals Planning System approach can tailor an investment framework that considers key aspects of a client's life, such as retirement age, healthcare costs, home buying, cash management, legacy needs, and potential withdrawal strategies. Once goals are assessed, various investment proposals are considered to help clients get on track in accordance to their risk tolerance. The new tools will link to the latest asset allocation models, research, and ideas and facilitate us in providing advice where it's needed.
Learn more about the Goals Planning SystemAwards & Designations
Chartered Retirement Plan Counselor Designation (CRPC®) - Matthew Kibbe
The CRPC® designation is earned from certification through a program focused on the entire retirement planning process, from setting financial goals to income streams and estate planning.
Certified Investment Management Analyst (CIMA®) - Matthew Kibbe
The CIMA® certification is the peak of international, technical portfolio construction and investment management program
Matthew Kibbe was named to the Forbes Best-in-State Wealth Advisors 2017-2025
2017-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2017-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Protecting Your Digital Identity
Safeguarding your information is a top priority in the modern digital environment. Morgan Stanley's defense mechanisms protect our hardware and software, while monitoring the digital side of our business. This helps us understand potential risks and anticipate issues before they occur to ensure a thorough, effective response if they do.
The firm has deployed multiple layers of security, including the following: strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to test our current systems and protocol.
Security Center
Check out Morgan Stanley's collection of practical takeaways and best practices from our cybersecurity professionals on our dedicated cybersecurity page.
5 Cryptocurrency Scams to Watch Out For
Fraudsters are unleashing scams to take advantage of the popularity of digital currency. Learn how to detect cryptocurrency scams and help protect your assets.
Multi-Factor Authentication
Learn about multi-factor authentication and how it has evolved to improve security. Learn why it's important and how you can add it to your online accounts.
What to Do if You Think You’ve Been Hacked
Know the steps to take if your identity, accounts, devices or information is compromised.
What is a ‘Trusted Contact’ and Why Should You Have One?
Establishing a trusted contact is a crucial step in safeguarding your accounts from potential fraud, ensuring there is always a reliable point of contact in unexpected situations.
Location
4800 Meadows Rd
Ste 400
Lake Oswego, OR 97035
US
Meet The Park Meadows Group
Mark Haun
Senior Vice President, Wealth Management, Financial Advisor
Phone:
(503) 221-8704(503) 221-8704
Maicy Wear
Financial Advisor, Financial Planning Specialist
Phone:
(503) 534-3412(503) 534-3412
Martha Knapp
Portfolio Associate
Phone:
(503) 221-6256(503) 221-6256
Melanie Graves
Registered Client Service Associate
Phone:
(503) 221-7626(503) 221-7626
About Matthew Kibbe
Matt Kibbe is a Certified Investment Management Analyst®, a Chartered Retirement Planning Counselor℠, Executive Director, and a Wealth Advisor at Morgan Stanley. With over 30 years of experience at Morgan Stanley, Matt concentrates on financial planning and investment management for high net worth families.
A 1993 graduate of Cal State University, Fresno, Matt graduated cum laude with a B.S. in International Business. Matt’s introduction to the financial services industry came immediately after graduation when he worked as an assistant to a Financial Advisor. He subsequently worked and lived in Switzerland and Germany for almost a year. Upon return, Matt joined Morgan Stanley as a Financial Advisor where he’s been ever since.
Matt believes in forming close, long-term relationships with the families he works with. He is proud to serve several generations of those families, some of whom have been clients for decades. He begins with a wide-ranging assessment of his clients’ financial position and a comprehensive analysis of their present needs and future goals. Then he creates wealth management plans that incorporate retirement and estate planning strategies, philanthropic giving, insurance needs, and a blueprint for the transfer of wealth to the next generation.
Committed to offering his clients the most current ideas and investment practices in the industry, Matt has attained two prestigious certifications in his field. He earned the designation of Certified Investment Management Analyst (CIMA®) from the Wharton School at the University of Pennsylvania, as well as the designation of Chartered Retirement Planning Counselor (CRPC®).
In recognition of his accomplishments, Matt was named to the “Best In State Wealth Advisors” by Forbes.com Shook Research in 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024*.
In his free time, Matt is active in his community. As his son advanced from Cub Scout to Eagle Scout, Matt served in his Boy Scout Council in a variety of roles. He also gave support to his daughter’s Volleyball Club. Matt plays Golf and Tennis and is learning to play guitar. He lives in Newberg, OR with his wife and his children are now graduating college in the United Kingdom and San Diego.
*2017-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2017-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
A 1993 graduate of Cal State University, Fresno, Matt graduated cum laude with a B.S. in International Business. Matt’s introduction to the financial services industry came immediately after graduation when he worked as an assistant to a Financial Advisor. He subsequently worked and lived in Switzerland and Germany for almost a year. Upon return, Matt joined Morgan Stanley as a Financial Advisor where he’s been ever since.
Matt believes in forming close, long-term relationships with the families he works with. He is proud to serve several generations of those families, some of whom have been clients for decades. He begins with a wide-ranging assessment of his clients’ financial position and a comprehensive analysis of their present needs and future goals. Then he creates wealth management plans that incorporate retirement and estate planning strategies, philanthropic giving, insurance needs, and a blueprint for the transfer of wealth to the next generation.
Committed to offering his clients the most current ideas and investment practices in the industry, Matt has attained two prestigious certifications in his field. He earned the designation of Certified Investment Management Analyst (CIMA®) from the Wharton School at the University of Pennsylvania, as well as the designation of Chartered Retirement Planning Counselor (CRPC®).
In recognition of his accomplishments, Matt was named to the “Best In State Wealth Advisors” by Forbes.com Shook Research in 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024*.
In his free time, Matt is active in his community. As his son advanced from Cub Scout to Eagle Scout, Matt served in his Boy Scout Council in a variety of roles. He also gave support to his daughter’s Volleyball Club. Matt plays Golf and Tennis and is learning to play guitar. He lives in Newberg, OR with his wife and his children are now graduating college in the United Kingdom and San Diego.
*2017-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2017-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: IL, CA, WI, NY, NM, MO, WV, UT, IA, DC, VI, VA, PA, MT, CT, AZ, NE, MD, ID, DE, HI, CO, AK, SC, OK, NH, MN, MA, TN, FL, AL, OH, NJ, GA, TX, NV, MI, WA, OR, NC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1274517
CA Insurance License #: OCO8222
NMLS#: 1274517
CA Insurance License #: OCO8222
About Mark Haun
As a fully licensed investment professional for more than 35 years, helping you achieve financial success is Marks priority (Series 7, Series 3, Series 63, Series 65, & SIE). Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Mark has a Bachelor of Science in Economics from Santa Clara University. Mark enjoys the thrill of competition on the golf course, the excitement of skiing down mountains, and the endless inspiration of traveling to new places. Mark currently resides in Portland, OR where he has lived for many years.
Mark has a Bachelor of Science in Economics from Santa Clara University. Mark enjoys the thrill of competition on the golf course, the excitement of skiing down mountains, and the endless inspiration of traveling to new places. Mark currently resides in Portland, OR where he has lived for many years.
Securities Agent: PA, MD, MT, FL, CT, CA, AL, VI, OK, NJ, MA, VA, TX, NE, HI, WI, WA, NV, GA, DC, CO, NY, MN, IL, WV, NH, MI, ID, DE, AZ, AK, IA, SC, OR, OH, NC, AR, TN, NM, UT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1339301
CA Insurance License #: 0A35576
NMLS#: 1339301
CA Insurance License #: 0A35576
About Maicy Wear
Maicy Wear is a Financial Advisor who is passionate about helping individuals, professionals, and families pursue their most meaningful goals through personalized financial planning and holistic wealth management. She partners with clients to build clear, values-based strategies designed to support informed decision-making, long-term confidence, and multigenerational continuity.
Maicy earned a B.S. in Personal and Family Financial Planning from the University of Arizona, graduating cum laude. She placed third nationally in the Financial Planning Association Collegiate Competition and was recognized as Outstanding Senior for the University of Arizona’s graduating class of 2024. She previously interned with Morgan Stanley and has since joined the Park Meadows Group full time, where she brings a thoughtful, client-first approach and a commitment to delivering high-quality planning experiences.
Committed to service, Maicy has volunteered with the Women’s Heart Health Association, supported local volleyball camps, and participated in philanthropic initiatives through the Beta Epsilon Chapter of Alpha Phi.
Maicy resides in NW Portland, Oregon. Outside of the office, she enjoys traveling, playing volleyball, and spending time with friends and family.
Maicy earned a B.S. in Personal and Family Financial Planning from the University of Arizona, graduating cum laude. She placed third nationally in the Financial Planning Association Collegiate Competition and was recognized as Outstanding Senior for the University of Arizona’s graduating class of 2024. She previously interned with Morgan Stanley and has since joined the Park Meadows Group full time, where she brings a thoughtful, client-first approach and a commitment to delivering high-quality planning experiences.
Committed to service, Maicy has volunteered with the Women’s Heart Health Association, supported local volleyball camps, and participated in philanthropic initiatives through the Beta Epsilon Chapter of Alpha Phi.
Maicy resides in NW Portland, Oregon. Outside of the office, she enjoys traveling, playing volleyball, and spending time with friends and family.
Securities Agent: FL, WY, WV, WI, TX, PR, NM, MA, HI, DC, RI, ID, NH, DE, CT, AZ, SC, OH, NV, ND, CA, VA, NJ, MO, ME, KY, CO, WA, PA, NY, MI, VT, MT, MS, GA, AL, NE, MN, LA, KS, IL, UT, TN, OK, NC, IN, IA, AR, AK, VI, SD, OR, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2681665
NMLS#: 2681665
About Martha Knapp
Martha Knapp is located in the Morgan Stanley Lake Oswego office. She has worked in various roles in the financial services industry since 1994 and joined Morgan Stanley in 2011. Martha joined Matt Kibbe in late 2012, where she provides a high level of service to clients as well as prepares portfolio performance reports and investment proposals.
Martha is proficient in Branch Operations and all Firm systems. She brings to the team a strong marketing and service background. Martha is a native Oregonian with strong family ties to the area. She graduated from Oregon State University with a Bachelor of Science degree in Liberal Studies with concentrations in English Literature and Fine Art. Martha is Series 7 and 66 registered as well as a Licensed Oregon Insurance Agent.
Martha and her husband Chris live in Tigard, OR. In her free time, she enjoys seeing live music, reading, traveling and gardening.
Martha is proficient in Branch Operations and all Firm systems. She brings to the team a strong marketing and service background. Martha is a native Oregonian with strong family ties to the area. She graduated from Oregon State University with a Bachelor of Science degree in Liberal Studies with concentrations in English Literature and Fine Art. Martha is Series 7 and 66 registered as well as a Licensed Oregon Insurance Agent.
Martha and her husband Chris live in Tigard, OR. In her free time, she enjoys seeing live music, reading, traveling and gardening.
About Melanie Graves
Melanie Graves is located in the Morgan Stanley Portland office. She has worked in various roles in the financial services industry since 2006 and joined Morgan Stanley in 2020.
Melanie graduated from Portland State University with a Bachelor of Art Degree in Communication Studies and Spanish.
Melanie is Series 7 and 66 registered. In her free time, Melanie enjoys hiking with her dog, reading, and traveling.
Melanie graduated from Portland State University with a Bachelor of Art Degree in Communication Studies and Spanish.
Melanie is Series 7 and 66 registered. In her free time, Melanie enjoys hiking with her dog, reading, and traveling.
Contact Matthew Kibbe
Contact Mark Haun
Contact Maicy Wear
Awards and Recognition
Forbes Best-In-State Wealth Advisors
2017-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2017-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact The Park Meadows Group today.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan 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.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
5Morgan 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
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.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan 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.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan 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.
5Morgan 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
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)
