Terrence F Falahee
Senior Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(248) 258-1767(248) 258-1767
The Park Street Group at Morgan Stanley
Direct:
(248) 258-1767(248) 258-1767
Toll-Free:
(800) 258-1750(800) 258-1750
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
The individuals and families we serve are an exceptional group of people. Some are CPAs or professionals within the medical field. Others are specialists in the automotive industry; still others are busy entrepreneurs and small business owners. Essentially, all have achieved financial success, but need assistance in developing a plan to preserve, enhance, and ultimately transfer their wealth.At The Park Street Group, we understand the challenges you face. In fact, we've built our practice around customizing financial solutions for people just like you. Our wealth management approach is focused not only on helping you articulate your goals, but also on reviewing all aspects of your financial life. Our investment platform is carefully structured to help you with the income you need to cover today's living expenses.We have availed ourselves of virtually every opportunity the firm offers. We have combined our talents to help our clients simplify and manage the complexities of their financial lives, so they and their families can live the lifestyles they choose. We understand how hard you have worked to achieve your goals, and we will work even harder to help your wealth will lead to continued prosperity over time.
Services Include
- 401(k) Rollovers
- Wealth Consulting
- Wealth PlanningFootnote1
- Wealth ManagementFootnote2
- Retirement PlanningFootnote3
- UGMA/UTMAFootnote4
- Business PlanningFootnote5
- Structured ProductsFootnote6
- Municipal BondsFootnote7
- Stock Option PlansFootnote8
- Trust ServicesFootnote9
- Financial PlanningFootnote10
- Cash Management and Lending ProductsFootnote11
- Life InsuranceFootnote12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
34901 Woodward Ave
Ste 300
Birmingham, MI 48009
US
Direct:
(248) 258-1767(248) 258-1767
Toll-Free:
(800) 258-1750(800) 258-1750
Meet The Park Street Group
Phone:
(248) 258-1794(248) 258-1794
Bruce E Platt
Senior Vice President, Financial Advisor, Portfolio Manager
Phone:
(248) 258-1760(248) 258-1760
Heidi Kriewall
Senior Registered Client Service Associate
Phone:
(248) 988-2380(248) 988-2380
Michelle Falahee
Client Service Associate
Phone:
(248) 258-6118(248) 258-6118
Jacqueline Mekhail
Wealth Management Associate
Phone:
(248) 988-2392(248) 988-2392
Christina Falahee
Registered Client Service Associate
Phone:
(248) 258-1174(248) 258-1174
About Terrence F Falahee
Terrence F. Falahee
Senior Vice President
Portfolio Manager
Financial Advisor
Terrence joined Morgan Stanley in 2008 and has over 35 years of experience in the financial services industry. His areas of focus include comprehensive financial planning and retirement plans. Terrence is a Portfolio Manager as well as Senior Investment Consultant having successfully completed the Investment Counsel Program at the University Of Chicago Graduate School Of Business.
Terrence’s approach to financial planning favors high-quality investments that offer long-term value to help his clients build on their invested assets, mitigate income taxes and protect their holdings against inflation.
“I believe in the credo that clients come first and that the quality of the service I provide is the truest measure of my success.”
Terrence graduated from the University of Michigan with a finance degree and has lived in Orchard Lake for more than 20 years. When he’s not working with clients, Terrence volunteers with his church, and with Good fellows, a local charity that works to provide necessities for the area’s needy children. Terrence also enjoys both snow and water skiing, golfing and spending time with his wife, Michelle, and their daughter, Christina, whose basketball team he coaches.
Senior Vice President
Portfolio Manager
Financial Advisor
Terrence joined Morgan Stanley in 2008 and has over 35 years of experience in the financial services industry. His areas of focus include comprehensive financial planning and retirement plans. Terrence is a Portfolio Manager as well as Senior Investment Consultant having successfully completed the Investment Counsel Program at the University Of Chicago Graduate School Of Business.
Terrence’s approach to financial planning favors high-quality investments that offer long-term value to help his clients build on their invested assets, mitigate income taxes and protect their holdings against inflation.
“I believe in the credo that clients come first and that the quality of the service I provide is the truest measure of my success.”
Terrence graduated from the University of Michigan with a finance degree and has lived in Orchard Lake for more than 20 years. When he’s not working with clients, Terrence volunteers with his church, and with Good fellows, a local charity that works to provide necessities for the area’s needy children. Terrence also enjoys both snow and water skiing, golfing and spending time with his wife, Michelle, and their daughter, Christina, whose basketball team he coaches.
Securities Agent: NC, AL, AZ, CA, CO, CT, FL, GA, HI, IL, LA, MD, MI, MN, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1297815
CA Insurance License #: 0K36600
NMLS#: 1297815
CA Insurance License #: 0K36600
About Scott T Nehra
Scott T. Nehra
Senior Vice President
Portfolio Manager
Financial Advisor
As an investment professional for more than 20 years, Scott implements wealth management strategies for clients of the Park Street Group by concentrating on comprehensive portfolio management. His experience includes insurance, variable annuities, options, high-dividend yielding securities, and portfolio selection as well as portfolio management.
A graduate of Central Michigan University where he earned a Bachelor of Science degree in Finance, Scott spent seven years at Robert W. Baird & Co. After joining Morgan Stanley, Scott merged his business with the HFP Group creating the Park Street Group.
As a member of the Park Street Group, Scott provides investment consulting services. His mission is to make a difference in his clients’ lives by listening closely to their personal definitions of “growth” and building customized portfolios that help achieve this specific goal. Scott’s approach favors high quality large cap investments that offer long-term value to help his clients build on their invested assets, preserve the wealth they have already accumulated and mitigate the impacts of inflation.
Scott and his wife Kristin, live in St. Clair Shores with their two daughters. When he’s not working with clients, Scott enjoys golfing, travelling, exercising and spending time with his family. This includes coaching his daughter’s softball team. Scott also gives back to his community by being a member of “Our Lady of Hope” men’s club.
Senior Vice President
Portfolio Manager
Financial Advisor
As an investment professional for more than 20 years, Scott implements wealth management strategies for clients of the Park Street Group by concentrating on comprehensive portfolio management. His experience includes insurance, variable annuities, options, high-dividend yielding securities, and portfolio selection as well as portfolio management.
A graduate of Central Michigan University where he earned a Bachelor of Science degree in Finance, Scott spent seven years at Robert W. Baird & Co. After joining Morgan Stanley, Scott merged his business with the HFP Group creating the Park Street Group.
As a member of the Park Street Group, Scott provides investment consulting services. His mission is to make a difference in his clients’ lives by listening closely to their personal definitions of “growth” and building customized portfolios that help achieve this specific goal. Scott’s approach favors high quality large cap investments that offer long-term value to help his clients build on their invested assets, preserve the wealth they have already accumulated and mitigate the impacts of inflation.
Scott and his wife Kristin, live in St. Clair Shores with their two daughters. When he’s not working with clients, Scott enjoys golfing, travelling, exercising and spending time with his family. This includes coaching his daughter’s softball team. Scott also gives back to his community by being a member of “Our Lady of Hope” men’s club.
Securities Agent: NJ, NC, MO, GA, WA, CO, VA, MN, IL, FL, CT, HI, CA, AL, TN, SC, OR, NV, MI, OH, MD, LA, TX, PA, AZ, WI, VT, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1274527
CA Insurance License #: 0K55595
NMLS#: 1274527
CA Insurance License #: 0K55595
About Bruce E Platt
Bruce E. Platt
Senior Vice President
Portfolio Manager
Financial Advisor
An experienced veteran of the investment industry for more than 44 years. Bruce focuses on individual investment consulting, retirement planning and portfolio management. Bruce joined Morgan Stanley in 2008 with his team, The Park Street Group.
Bruce’s investment philosophy is to work with his clients, establishing a long-term disciplined investment strategy that is designed to balance risk and returns in a combination of income and growth investments.
“I pride myself on listening carefully in order to assess which investment services might best suit each client.”
Bruce earned a BA in Economics from the University of Michigan. He has also completed advanced studies through the Securities Industry Association at the Wharton School of Business at the University of Pennsylvania.
A longtime resident of Rochester Hills, Bruce participates in numerous charitable activities, and enjoys golf, tennis and traveling with his family.
Senior Vice President
Portfolio Manager
Financial Advisor
An experienced veteran of the investment industry for more than 44 years. Bruce focuses on individual investment consulting, retirement planning and portfolio management. Bruce joined Morgan Stanley in 2008 with his team, The Park Street Group.
Bruce’s investment philosophy is to work with his clients, establishing a long-term disciplined investment strategy that is designed to balance risk and returns in a combination of income and growth investments.
“I pride myself on listening carefully in order to assess which investment services might best suit each client.”
Bruce earned a BA in Economics from the University of Michigan. He has also completed advanced studies through the Securities Industry Association at the Wharton School of Business at the University of Pennsylvania.
A longtime resident of Rochester Hills, Bruce participates in numerous charitable activities, and enjoys golf, tennis and traveling with his family.
Securities Agent: AL, AZ, CA, CO, CT, FL, GA, HI, IL, LA, MD, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1278595
CA Insurance License #: 0K30335
NMLS#: 1278595
CA Insurance License #: 0K30335
About Heidi Kriewall
Senior Registered Associate
(248) 988-2380
Heidi.Kriewall@morganstanley.com
(248) 988-2380
Heidi.Kriewall@morganstanley.com
About Michelle Falahee
Client Service Associate
(248)-258-6118
Michelle.Falahee@morganstanley.com
(248)-258-6118
Michelle.Falahee@morganstanley.com
About Jacqueline Mekhail
Wealth Management Associate
(248)-988-2392
Jackie.Mekhail@MorganStanley.com
(248)-988-2392
Jackie.Mekhail@MorganStanley.com
About Christina Falahee
Registered Client Service Associate
(248)-258-1174
Christina.Falahee@MorganStanley.com
(248)-258-1174
Christina.Falahee@MorganStanley.com
Contact Terrence F Falahee
Contact Scott T Nehra
Contact Bruce E Platt
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
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Park Street Group today.
1Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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 (“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.
6Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
7Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8Morgan 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.
9Morgan 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.
10Morgan 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.
11Morgan 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
12Insurance 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
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, charitable giving, philanthropic planning and other legal matters.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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 (“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.
6Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
7Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8Morgan 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.
9Morgan 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.
10Morgan 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.
11Morgan 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
12Insurance 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
CRC 6491812 (04/2024)
