Kevin Parsons
Executive Director, Financial Advisor
Phone:
(940) 696-7308(940) 696-7308
The Parsons Billing Group at Morgan Stanley
Direct:
(940) 696-7323(940) 696-7323
Toll-Free:
(800) 827-1053(800) 827-1053
Our Mission Statement
Excellence in helping clients like you with your personalized investment and financial strategies
Welcome
My team and I coordinate the financial matters for a select group of families, retirees, foundations, trusts and business owners in the Wichita Falls area and across the country. We also focus on equity research and portfolio design.
We help our clients simplify their lives and make smart financial decisions by employing a total team approach to their needs. Techniques we use are:
Goals-based planning
Portfolio risk management
Tax-mitigation strategies
Disciplined portfolio asset allocation and rebalancing
Our client service model emphasizes communication, goal tracking, ongoing portfolio management and advice. We are committed to delivering a personalized and professional experience, where clients find us attentive, reliable and adding measurable value to their financial situations at a reasonable cost.
We help our clients simplify their lives and make smart financial decisions by employing a total team approach to their needs. Techniques we use are:
Goals-based planning
Portfolio risk management
Tax-mitigation strategies
Disciplined portfolio asset allocation and rebalancing
Our client service model emphasizes communication, goal tracking, ongoing portfolio management and advice. We are committed to delivering a personalized and professional experience, where clients find us attentive, reliable and adding measurable value to their financial situations at a reasonable cost.
Services Include
- Wealth ManagementFootnote1
- Endowments and FoundationsFootnote2
- 401(k) Rollovers
- Asset Management
- 529 PlansFootnote3
- Estate Planning StrategiesFootnote4
- Financial PlanningFootnote5
- Professional Portfolio ManagementFootnote6
- Retirement PlanningFootnote7
- Trust AccountsFootnote8
- Defined Contribution PlansFootnote9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Services
Wealth Management
Let us work together to find the best way to help you manage and grow your wealth. Our fully customizable financial plans will put you on the path to achieving your financial goals.
Click Here to Learn More
Estate Planning
Proper estate planning gives careful consideration to the estate owner’s future plans, preferences and goals. Let us work together to ensure a smooth transition of wealth to your heirs.
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Tax Planning
We will work with you to make sure you are paying the correct amount of taxes for your specific situation.
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Retirement Planning
To create a fully comprehensive plan, we will look at your past, current, and future financial goals and obligations. With this information, we will work with you to see that you can enjoy retirement at the age and capacities that you wish.
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Lending Products
Most people borrow during the course of their lives. But it’s important to be as strategic about borrowing as you are with the other areas of your financial life.
Click Here to Learn MoreInvestor Resources
Thoughts on the Market Podcast
This Morgan Stanley podcast looks to give perspective on current events, and the impact they will have on the global markets.
Click Here to Learn More
Cyber Security
In today's digital era, it is extremely important to make sure you are protecting yourself online.
Click Here to Learn More
Total Wealth View
Have access to your entire financial picture in one place. With access to Total Wealth View, your Financial Advisor will be able to fully understand your financial position and ensure your risk is being properly managed.
Morgan Stanley Minute
Take a deeper dive into specific topics, and what Morgan Stanley analysts have to say about them.
Click Here to Learn More
Reserved Living and Giving
Clients with $1 million+ in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. As a Reserved member, clients will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
Click Here to Learn MoreWho are Our Clients
We work with clients from all backgrounds and financial situations. Here are some of our most prevalent client types.
Retired or Close to Retirement
Whether you are already retired, or close to it, we are experts at helping those who are moving onto this stage of their life. We want to help ensure you can spend your retirement years doing exactly what you want.
Business Owners
We understand that your business is extremely important to you, and we want to help it grow into the vision you have for it.
New Residents to the Area
Moving is already stressful enough without having to worry about finding a new Financial Advisor. We will give you the local advisor feel with the backing of all the tools that Morgan Stanley has to offer.
Monthly Updates
January 2024
To start off the year, we provided you with articles on Smart Financial Ways to Start of 2024 and the Investment Outlook for 2024. We also dove into the Budget Instability and Ways to Help Reduce Your Taxes.
Click Here to ReadLocation
3728 Maplewood Ave
Wichita Falls, TX 76308
US
Direct:
(940) 696-7323(940) 696-7323
Toll-Free:
(800) 827-1053(800) 827-1053
Meet The Parsons Billing Group
About Kevin Parsons
Kevin Parsons is a highly experienced financial advisor and branch manager with a distinguished career spanning over two decades. Since 1997, Kevin has been dedicated to helping families and entities achieve their financial goals through comprehensive investment design and financial planning strategies. In 2009, Kevin joined Morgan Stanley, where he has consistently demonstrated his commitment to exceptional client service and maintaining the highest standards of professionalism. His hard work and expertise have earned him the prestigious title of Senior Portfolio Management Director, the highest designation for a discretionary portfolio manager.
Working collaboratively with a team of skilled professionals, Kevin places a strong emphasis on understanding the unique needs and aspirations of each client to provide tailored solutions and guidance. His dedication to client satisfaction is evident in his strong track record of long-lasting relationships and successful outcomes.
Kevin's commitment to making a positive impact extends beyond his professional life. He has been happily married to Ashley for 22 years, and they have two children and three beloved dogs. Actively involved in his community, Kevin volunteers his time at his local church and supports various non-profit organizations. With his extensive experience, dedication to client service, and passion for giving back, Kevin Parsons is an accomplished financial advisor who continues to make a meaningful difference in the lives of his clients and community.
Working collaboratively with a team of skilled professionals, Kevin places a strong emphasis on understanding the unique needs and aspirations of each client to provide tailored solutions and guidance. His dedication to client satisfaction is evident in his strong track record of long-lasting relationships and successful outcomes.
Kevin's commitment to making a positive impact extends beyond his professional life. He has been happily married to Ashley for 22 years, and they have two children and three beloved dogs. Actively involved in his community, Kevin volunteers his time at his local church and supports various non-profit organizations. With his extensive experience, dedication to client service, and passion for giving back, Kevin Parsons is an accomplished financial advisor who continues to make a meaningful difference in the lives of his clients and community.
Securities Agent: WA, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WI, WV, WY, KS; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1364399
NMLS#: 1364399
About Brandon Billing
Brandon graduated from Midwestern State University in 2012 with a Business Administration degree in Finance. Upon Graduation, he joined Morgan Stanley in 2013 as a Client Service Associate. While in this role, Brandon supported several teams within the local Morgan Stanley office and the experience he obtained led him to become a Financial Advisor in 2018. Brandon has achieved the distinguished title of Portfolio Management Director, reflecting his expertise and commitment to excellence in the financial industry. Specializing in financial planning & portfolio design, Brandon and his partner leverage both traditional and alternative investment solutions to create customized financial plans for their clients utilizing the extensive resources available at the firm to meet the unique needs of each client.
When he’s not helping his clients achieve their financial goals, Brandon is all about adventure and giving back to his community. He and his wife, Makenze, are active members at their local church and volunteer with the local Young Life ministry. Together, they share a love for outdoor adventures with their Bernedoodle, Lenni, often spending times in the mountains of Colorado where they enjoy hiking, mountain biking and fly fishing in the summers.
With his passion for helping others and diverse skill set, Brandon can be there to help you and your family develop a plan that allows you to enjoy life to the fullest.
When he’s not helping his clients achieve their financial goals, Brandon is all about adventure and giving back to his community. He and his wife, Makenze, are active members at their local church and volunteer with the local Young Life ministry. Together, they share a love for outdoor adventures with their Bernedoodle, Lenni, often spending times in the mountains of Colorado where they enjoy hiking, mountain biking and fly fishing in the summers.
With his passion for helping others and diverse skill set, Brandon can be there to help you and your family develop a plan that allows you to enjoy life to the fullest.
Securities Agent: ME, OK, IL, GA, CA, TN, HI, WI, OR, MD, WA, VA, LA, KY, FL, CO, NY, NM, NC, MI, IN, AR, AL, TX, SC, PA, MN, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1891499
NMLS#: 1891499
About Tonya A. Bohannon
Tonya Bohannon is a dedicated Client Service Associate at Morgan Stanley, where she utilizes her Bachelor of Business Administration from Midwestern State University to provide exceptional support to clients. Beyond her professional pursuits, Tonya is a proud mother to two wonderful kids, Brady and Bailey. Together, as a family, they have recently discovered a new passion for pickleball, which has brought them even closer. Adding to the warmth of their household, they share their lives with a lovable Goldendoodle named Honey.
Tonya finds joy in cheering on her kids at their various activities, witnessing their growth and achievements. She also values her friendships greatly and enjoys catching up with friends whenever possible, creating unforgettable memories together.
With her strong work ethic and caring nature, Tonya strives to go above and beyond for our clients to make sure they feel well taken care of.
Tonya finds joy in cheering on her kids at their various activities, witnessing their growth and achievements. She also values her friendships greatly and enjoys catching up with friends whenever possible, creating unforgettable memories together.
With her strong work ethic and caring nature, Tonya strives to go above and beyond for our clients to make sure they feel well taken care of.
Contact Kevin Parsons
Contact Brandon Billing
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Ready to start a conversation? Contact The Parsons Billing Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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 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.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7When 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.
8Morgan 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.
9When 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.
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
2Morgan 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.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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 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.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7When 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.
8Morgan 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.
9When 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.
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)
