Mihir Patel
Managing Director, Private Wealth Management, Private Wealth Advisor, Founders Specialist
Phone:
(212) 883-7778(212) 883-7778
Industry Award WinnerOur Mission Statement
Excellence in guiding high-net-worth clients through unparalleled, personalized investment and financial strategies.
About Message
The PBGM Group at Morgan Stanley utilizes our institutionally-based experience to provide sophisticated solutions to a select group of ultra-high net worth families and individuals and small to medium sized institutions, private equity firms, and hedge funds. We are a cohesive team of investment advisors, financial planners and client service professionals who combine our talents to help deliver sound advice and superior service to our clients. We believe that one size never fits all, one meeting never suffices and no one wealth manager is right for everyone. We serve a very select clientele of sophisticated investors who face complex challenges on both sides of their balance sheets. By combining our experience with the vast global resources of Morgan Stanley, we are able to deliver a broad range of innovative solutions to address the complex, multifaceted challenges of our clients.
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The PBGM Group works with clients who have achieved levels of wealth that generate complex, multigenerational planning issues. We work intimately with them to develop a customized blueprint to help grow and preserve their assets. We often work with their attorneys, CPAs and other advisors to create effective trust and estate structures. We provide access to the firm's experts in estate planning, philanthropy management and a broad range of advisory services related to the affluent lifestyle. Our overall objective is not only to help our clients enhance and preserve their wealth, but also to use that wealth to support the lives they want to live and secure the legacies they want to leave.
Many of our clients created their wealth as traders, hedge fund managers and private equity general partners; other clients have had very successful corporate careers. They are smart, accomplished professionals who possess a sophisticated understanding of financial matters. As investors, they look to us for good ideas and flawless execution, frequently engaging us in detailed discussions around market dynamics and the sophisticated strategies that may be appropriate to their objectives.
Many of our clients created their wealth as traders, hedge fund managers and private equity general partners; other clients have had very successful corporate careers. They are smart, accomplished professionals who possess a sophisticated understanding of financial matters. As investors, they look to us for good ideas and flawless execution, frequently engaging us in detailed discussions around market dynamics and the sophisticated strategies that may be appropriate to their objectives.
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The PBGM Group delivers the highest levels of personalized service, we make our clients goals our own and dedicate ourselves to helping them achieve their objectives.
Mihir Patel governs the overall strategy for all client’s portfolios, is imperative in implementing these strategies, and outlines personalized investment philosophies and solutions for each client. He draws on his 22+ years of experience in portfolio construction and management, as well as his extensive contacts across the finance world to source opportunistic alpha generating ideas for his clients.
Tim Baker, in addition to providing traditional advice and guidance to ultra-HNW clients, focuses on constructing and managing the team’s fixed income portfolios as well as building tailored financial strategies across all asset classes. Tim’s experience in fixed income comes from his years on the taxable fixed income trading desk where he honed his skills as a fixed income professional before joining the team.
Mihir Patel governs the overall strategy for all client’s portfolios, is imperative in implementing these strategies, and outlines personalized investment philosophies and solutions for each client. He draws on his 22+ years of experience in portfolio construction and management, as well as his extensive contacts across the finance world to source opportunistic alpha generating ideas for his clients.
Tim Baker, in addition to providing traditional advice and guidance to ultra-HNW clients, focuses on constructing and managing the team’s fixed income portfolios as well as building tailored financial strategies across all asset classes. Tim’s experience in fixed income comes from his years on the taxable fixed income trading desk where he honed his skills as a fixed income professional before joining the team.
The PBFM Insight Group: Barron's Top 250 Private Wealth Management Teams 2024, 2025
2024, 2025 & 2026 Barron's Top 250 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams)
Source: Barrons.com (Awarded April 2024, 2025, 2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Source: Barrons.com (Awarded April 2024, 2025, 2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Mihir Patel Recognized on Barron's Top 1200 Advisors State-by-State
2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2019-2026). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Source: Barrons.com (Awarded 2019-2026). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Mihir J. Patel Named to On Wall Street Magazine’s “Top 40 Advisors Under 40”
Source: “Top 40 Advisors Under 40,” On Wall Street Magazine, January 2017, 2018 issue. 1/17 2 On Wall Street's Top 40 Under 40 asks brokerage firms to nominate their top young brokers. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. FAs are ranked by their annual trailing-12 month production (as of Sept. 30, 2016), The rating is not indicative of the advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its financial advisors pay a fee to On Wall Street in exchange for the rating. Morgan Stanley Smith Barney LLC. Member SIPC
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complimentary loyalty program Reserved Living & Giving.
gives clients with $10 million or more in assets at the firm
access to world class services such as Private Health
Advisory, Personal Cybersecurity Services, Aircraft
Management and more in addition to all the discounts
and content available through Reserved Living & Giving.
Reserved Living & Giving: Signature Accesscomplimentary loyalty program Reserved Living & Giving.
gives clients with $10 million or more in assets at the firm
access to world class services such as Private Health
Advisory, Personal Cybersecurity Services, Aircraft
Management and more in addition to all the discounts
and content available through Reserved Living & Giving.
Location
55 East 52nd Street
12th Fl
New York, NY 10055
US
Direct:
(212) 883-7778(212) 883-7778
Meet The PBGM Group
Timothy Baker
Executive Director, Financial Advisor
Phone:
(212) 883-7780(212) 883-7780
Robert Granite, CFP®
Senior Vice President, Financial Advisor
Phone:
(212) 692-2902(212) 692-2902
Matthew Marangiello
First Vice President, Wealth Management, Financial Advisor
Phone:
(212) 468-4546(212) 468-4546
Gerry Henshaw
Financial Advisor, Senior Vice President, Wealth Management
Phone:
(212) 878-3961(212) 878-3961
John Balascio
Executive Director, Investment Consultant
Phone:
(212) 883-7781(212) 883-7781
Jane Hand
Assistant Vice President, Wealth Management Associate
Phone:
(212) 883-7782(212) 883-7782
Joseph Messina
Senior Client Service Associate
Phone:
(212) 883-7784(212) 883-7784
Magdalena Sulima
Portfolio Associate
Phone:
(212) 401-0586(212) 401-0586
Tom Hodgson
Business Development Associate
Phone:
(212) 692-2381(212) 692-2381
Logan Deitchman
Client Service Associate
Phone:
(212) 692-2883(212) 692-2883
Emma Gillin
Client Service Associate
Phone:
(646) 813-8132(646) 813-8132
About Mihir Patel
Mihir Patel serves as the Managing Member of The PBGM Group. Mihir governs the overall strategy for all client portfolios, and is essential to implementing these strategies. Mihir outlines personalized investment philosophies and solutions for each client and uses the capital markets to source opportunistic and potentially alpha generating ideas for his clients.
Mihir spent the first 10 years of his career at Merrill Lynch & Co. before joining Morgan Stanley in 2011 as a Managing Director. He has completed the Certified Market Technician charter. He is a graduate of The University of Richmond, where he received his bachelor’s degree in business administration with concentrations in finance and economics. Mihir also serves on the board of trustees for the University of Richmond.
Mihir would go on to be listed on Barron’s “America’s Top 1,200 Financial Advisors” from 2019-2025.
Mihir lives with his wife, Kristy, and daughter, Gemma, in the West Village in New York City.
Disclosure:
2019-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2019-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Mihir spent the first 10 years of his career at Merrill Lynch & Co. before joining Morgan Stanley in 2011 as a Managing Director. He has completed the Certified Market Technician charter. He is a graduate of The University of Richmond, where he received his bachelor’s degree in business administration with concentrations in finance and economics. Mihir also serves on the board of trustees for the University of Richmond.
Mihir would go on to be listed on Barron’s “America’s Top 1,200 Financial Advisors” from 2019-2025.
Mihir lives with his wife, Kristy, and daughter, Gemma, in the West Village in New York City.
Disclosure:
2019-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2019-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: VA, ME, DE, CO, UT, RI, MA, HI, DC, MN, IL, MO, LA, KY, AZ, OH, NY, NV, NH, NE, MT, AR, WV, SD, OK, AL, TN, MD, IA, CA, WA, TX, OR, NC, MS, ID, FL, AK, NJ, IN, WY, VT, VI, SC, MI, KS, GA, CT, PR, WI, PA, NM, ND; General Securities Representative; Investment Advisor Representative
NMLS#: 580007
NMLS#: 580007
About Timothy Baker
As a senior partner of The PBGM Group, Tim Baker draws on both retail and institutional experience to assist clients with managing their diversified portfolios.
Tim started his career working on the Merrill Lynch & Co. capital markets desk for taxable fixed income. He joined The PBFM Insight Group as a Client Associate in 2009, graduated to Financial Advisor in 2010 before moving to Morgan Stanley in 2011. Tim’s specialty is portfolio construction with a tilt towards fixed income. Tim graduated from Catholic University of America with a Bachelor of Arts in Finance.
Tim lives in Westfield, New Jersey, with his wife, Kristine, and their children, Ella, Shae, and Dean.
Tim started his career working on the Merrill Lynch & Co. capital markets desk for taxable fixed income. He joined The PBFM Insight Group as a Client Associate in 2009, graduated to Financial Advisor in 2010 before moving to Morgan Stanley in 2011. Tim’s specialty is portfolio construction with a tilt towards fixed income. Tim graduated from Catholic University of America with a Bachelor of Arts in Finance.
Tim lives in Westfield, New Jersey, with his wife, Kristine, and their children, Ella, Shae, and Dean.
Securities Agent: OR, MS, IN, DE, WY, WV, SD, NM, ND, MT, MI, AK, MN, MA, KS, IA, CA, UT, OK, NY, MD, HI, CT, WI, SC, RI, IL, GA, AZ, PA, NJ, NE, LA, ID, FL, CO, VT, VA, OH, NH, ME, WA, TN, NC, DC, TX, MO, KY, AR, NV, AL, PR, VI; General Securities Representative; Investment Advisor Representative
NMLS#: 579417
NMLS#: 579417
About Robert Granite
As a Certified Financial Planner, Rob Granite dedicates his time to assisting investors in meeting their short and long-term financial objectives through the creation of robust, comprehensive financial plans. His mission is to ensure that all clients employ effective strategies to help achieve their personal and professional financial goals, considering virtually all aspects of financial and family wealth planning.
Rob began his career at Morgan Stanley in 2007, joining the Private Banking Group with a focus on banking and ultra-high net worth client lending. Following his time in the Private Banking Group, Rob served as an advisor working within the Corporate & Private Wealth Solutions division. There, he gained extensive experience working with many of the firm’s Fortune 500 corporate clients while structuring and administering highly customized executive compensation and corporate benefit solutions. His dedication in executive financial services has enabled Rob to effectively service, support, and expand upon key institutional and private wealth management relationships for his team and the firm. Prior to his current role in Wealth Management and Financial Planning Services, Rob held positions at both The Bank of New York and Wells Fargo Bank in trust administration. He graduated from Manhattan College with a B.S. in Finance.
Rob currently lives on Long Island with his wife, Amanda, and their two children, Mila and Cole.
NMLS # 799919
Rob began his career at Morgan Stanley in 2007, joining the Private Banking Group with a focus on banking and ultra-high net worth client lending. Following his time in the Private Banking Group, Rob served as an advisor working within the Corporate & Private Wealth Solutions division. There, he gained extensive experience working with many of the firm’s Fortune 500 corporate clients while structuring and administering highly customized executive compensation and corporate benefit solutions. His dedication in executive financial services has enabled Rob to effectively service, support, and expand upon key institutional and private wealth management relationships for his team and the firm. Prior to his current role in Wealth Management and Financial Planning Services, Rob held positions at both The Bank of New York and Wells Fargo Bank in trust administration. He graduated from Manhattan College with a B.S. in Finance.
Rob currently lives on Long Island with his wife, Amanda, and their two children, Mila and Cole.
NMLS # 799919
Securities Agent: MD, NJ, ND, NC, ME, AZ, AR, LA, GA, FL, CA, AL, AK, VT, MT, MO, MA, WY, WV, WA, TX, SC, OH, NV, MN, IL, ID, DC, CO, OR, IN, HI, UT, SD, NH, VA, TN, MI, KS, PA, OK, NM, NE, MS, RI, PR, KY, IA, DE, CT, WI, VI, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 799919
NMLS#: 799919
About Matthew Marangiello
Matt joined the team in 2019 and plays a key role in managing the team’s reinvestment business while also specializing in equity syndicate distribution. As a Financial Advisor, he works closely with clients to design customized investment portfolios, navigate equity compensation, and develop strategies that address both current financial needs and long-term goals such as retirement and legacy planning.
Matt began his career in financial services at Merrill Lynch & Co, in 2011 and joined Mogan Stanley in 2017, where he advanced from Client Associate to Financial Advisor. Matt graduated from the University of Rhode Island with a Bachelor of Science in Entrepreneurial Management.
Originally from Long Island, Matt currently lives on the Upper East Side of New York City.
Matt began his career in financial services at Merrill Lynch & Co, in 2011 and joined Mogan Stanley in 2017, where he advanced from Client Associate to Financial Advisor. Matt graduated from the University of Rhode Island with a Bachelor of Science in Entrepreneurial Management.
Originally from Long Island, Matt currently lives on the Upper East Side of New York City.
Securities Agent: LA, KS, MT, MD, FL, DE, AZ, OR, OK, NY, NJ, WY, WI, VI, TX, TN, NC, KY, OH, MI, IA, CA, ME, DC, CO, AR, AK, WV, WA, SD, IN, RI, ND, ID, AL, NV, NM, MO, HI, GA, CT, PR, UT, SC, NH, NE, MS, MN, IL, VT, VA, PA, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2088770
NMLS#: 2088770
About Gerry Henshaw
Gerry has been in the financial services industry for over 30 years and specializes in fixed income portfolio construction with a tilt towards tax-free municipal bonds. Prior to joining Morgan Stanley in 2023, Gerry worked at Merrill Lynch, Dean Witter and municipal bond specialist Gabriele, Hueglin & Cashman all in New York City.
Gerry attended St. John’s University and lives with his wife, Danielle, and their three children, Nathaniel, Penelope & Caleb in Malverne, New York on Long Island.
Gerry attended St. John’s University and lives with his wife, Danielle, and their three children, Nathaniel, Penelope & Caleb in Malverne, New York on Long Island.
Securities Agent: WY, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, 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, WA, WI, WV; General Securities Representative; Investment Advisor Representative
About John Balascio
John joined The PBGM Group in April 2025 as an investment consultant after 15+ years in Morgan Stanley’s capital markets fixed income division as a senior salesperson for the North East region. There John covered Morgan Stanley’s most sophisticated advisory teams, their ultra-high net worth wealth management clients, family offices and middle market institutional accounts where his primary focus was fixed income portfolio construction, advisor fixed income business growth and identifying and implementing alpha generating strategies within legacy client portfolios. Prior to Morgan Stanley John was an institutional municipal bond trader at Piper Jaffray where he transacted with large scale institutional mutual funds, insurance companies and arbitrage accounts while managing division balance sheet risk and profitability. John’s current responsibilities include the development of tailor-made fixed income investment solutions across a variety of asset classes and identifying ways for our clients to capitalize on broader market trends and fixed income market opportunities.
John began his career at Sanford Bernstein after graduating Clarkson University with a BS in Finance. He currently resides in Somers NY with his wife Deanna and his three sons John, Joseph and James.
John began his career at Sanford Bernstein after graduating Clarkson University with a BS in Finance. He currently resides in Somers NY with his wife Deanna and his three sons John, Joseph and James.
About Jane Hand
Jane Hand
Wealth Management Associate
Assistant Vice President
Jane Hand is a Senior Sales Associate who uses her experience to assist clients with their day-to-day operational needs. Jane gained experience in the institutional sales force at both First Boston and Merrill Lynch. During her 13 years at Merrill Lynch, she worked in various capacities on both the institutional and retail sales forces. She is a graduate of Mary Mount College in Arlington, V.A.
Jane is a long-time resident of Red Bank, New Jersey.
Wealth Management Associate
Assistant Vice President
Jane Hand is a Senior Sales Associate who uses her experience to assist clients with their day-to-day operational needs. Jane gained experience in the institutional sales force at both First Boston and Merrill Lynch. During her 13 years at Merrill Lynch, she worked in various capacities on both the institutional and retail sales forces. She is a graduate of Mary Mount College in Arlington, V.A.
Jane is a long-time resident of Red Bank, New Jersey.
About Joseph Messina
Joseph Messina serves as the Business Operations Manager for The PBGM Group. Joe began his career as an administration professional within the Private Client Division of Smith Barney and within the same year was promoted to Financial Analyst for the organization. After the Morgan Stanley and Smith Barney joint venture, Joe worked briefly in the Finance department before transitioning into a role within the Office of Business Management. In January of 2013, Joe became an integral part of the management staff of Morgan Stanley’s flagship office, working directly for the complex manager. Joe brought his vast knowledge of the different areas of the firm to the PBFM Insight Group in the summer of 2018.
Joseph is a graduate of St. John’s University with a BS in Legal Studies and currently lives in New Jersey with his wife, Gina and their children, Sierra and Luke.
Joseph is a graduate of St. John’s University with a BS in Legal Studies and currently lives in New Jersey with his wife, Gina and their children, Sierra and Luke.
About Magdalena Sulima
Magdalena Sulima began her career with Morgan Stanley in 2010. As a Registered Client Associate, she assists clients to with day-to-day operational needs including money movement, onboarding, trading and technology support. Magdalena was born and raised in Poland, where she obtained her bachelor’s degree in Marketing and Management. After graduation, she moved to New York to continue her education at City University of New York. She is a graduate of Baruch College where she completed her second B.B.A., majoring in Finance. Currently, Magdalena lives in Queens with her husband and three sons. She enjoys traveling, skiing, cooking, and gardening.
About Tom Hodgson
Tom joined the PBGM Group in June 2024 as a Business Development Associate. In this role, he specializes in guiding senior executives and corporate leaders through the complexities of concentrated equity positions, executive compensation, and long-term wealth strategies. With prior experience serving both institutional and individual clients, Tom blends technical expertise with a personalized and relationship driven approach.
He began his career in financial services at AXA Advisors, focusing on retirement planning for individual clients. In 2020, Tom joined Morgan Stanley’s Corporate Client Group, serving as the primary relationship manager for several Fortune 500 companies. There, he supported hundreds of executives with the execution of stock option strategies, management of their stock awards, as well as informing them on how their corporate equity plans can be incorporated into their long-term financial goals. His work combined the rigor of institutional coordination with the nuance of one-on-one executive planning.
Tom graduated from the University of Arizona with a B.A. in Political Science with a minor in Business Administration. Tom grew up in Ft. Lauderdale, Florida but currently resides in the Upper East Side of Manhattan. He currently holds Series 7 and Series 66 licenses.
He began his career in financial services at AXA Advisors, focusing on retirement planning for individual clients. In 2020, Tom joined Morgan Stanley’s Corporate Client Group, serving as the primary relationship manager for several Fortune 500 companies. There, he supported hundreds of executives with the execution of stock option strategies, management of their stock awards, as well as informing them on how their corporate equity plans can be incorporated into their long-term financial goals. His work combined the rigor of institutional coordination with the nuance of one-on-one executive planning.
Tom graduated from the University of Arizona with a B.A. in Political Science with a minor in Business Administration. Tom grew up in Ft. Lauderdale, Florida but currently resides in the Upper East Side of Manhattan. He currently holds Series 7 and Series 66 licenses.
About Logan Deitchman
Logan joined the PBGM Group in March 2026 as a Registered Private Wealth Management Associate. In this position, he works to ensure the daily operations of the group run smoothly, assisting with money-movement, trading, and overall client inquiries.
Logan Deitchman began his career with Morgan Stanley in 2024, specializing in executive services and stock plan management. Logan served as the point of contact for dozens of Fortune 1000 companies, helping to build executive and institutional level relationships, primarily focusing on executive compensation and 10b5-1 planning.
Logan is a proud University of Richmond graduate, with a BS in Business Administration and concentrations in Finance, Business Analytics, Management Consulting, and Management Entrepreneurship. He currently resides in Staten Island, New York.
Logan Deitchman began his career with Morgan Stanley in 2024, specializing in executive services and stock plan management. Logan served as the point of contact for dozens of Fortune 1000 companies, helping to build executive and institutional level relationships, primarily focusing on executive compensation and 10b5-1 planning.
Logan is a proud University of Richmond graduate, with a BS in Business Administration and concentrations in Finance, Business Analytics, Management Consulting, and Management Entrepreneurship. He currently resides in Staten Island, New York.
About Emma Gillin
Emma joined The PBGM Group of Morgan Stanley in April 2026 as a Client Service Associate. In her role, she provides team support focused on cultivating and strengthening client relationships. Her industry experience includes the completion of an internship supporting an Investor Relations representative, assisting with daily task management and operational priorities.
Emma is a recent graduate of the University of Richmond, where she earned a degree in Business Administration with a concentration in Finance. She currently resides on Long Island, New York.
Emma is a recent graduate of the University of Richmond, where she earned a degree in Business Administration with a concentration in Finance. She currently resides on Long Island, New York.
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Contact Matthew Marangiello
Awards and Recognition
Barron's Top 250 Private Wealth Management Teams
2024-2026 Barron's Top 100 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron's Top 50 Private Wealth Management Teams, Barron's Top 50 Private Wealth Advisory Teams) Source: Barrons.com (Awarded April 2024-2026). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Barron's Top 1,200 Financial Advisors: State-by-State
2019-2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2019-2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Barron's Top 1,500 Financial Advisors: State-by-State
Barron's Top 1,500 Financial Advisors: State-by-State Source: barrons.com (Awarded Mar 2026) Data compiled by Barron's for the period October 2024 - September 2025.
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Mihir J. Patel Named to Barron's Top 1,200 Financial Advisors
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2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
3Morgan 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.
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.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Municipal 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.
7Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
3Morgan 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.
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.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Municipal 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.
7Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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)
