Brian Bernhardt, CFP®
Managing Director, Private Wealth Management, Private Wealth Advisor
Phone:
(610) 260-7571(610) 260-7571
Morgan Stanley Private Wealth Management
The Plymouth Creek Group
Direct:
(610) 260-7571(610) 260-7571
Our Mission Statement
We seek to safeguard your family's legacy and help ensure prosperity for generations to come.
Welcome
While all wealthy families face complex financial issues, each has its own challenges, opportunities and aspirations. Based on a deep understanding of these factors, we can help you create a customized, comprehensive plan to help you achieve your goals and realize your family's unique vision.
As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investment needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, trust and estate planning strategies, asset location, tax management strategies and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
Forbes 2025 Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investment needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, trust and estate planning strategies, asset location, tax management strategies and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
Forbes 2025 Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
Capabilities
- Comprehensive Wealth Planning
- Tax, Trust & Estate AdvisoryFootnote1
- Philanthropy Management
- Family Governance & Wealth Education
- Lifestyle Advisory ServicesFootnote2
- Pre-Liquidity Planning
- 10b5-(1) Programs
- Risk Management
- Investment Management
- Asset AllocationFootnote3
- Manager Selection
- Sustainable & Responsible InvestingFootnote4
- Cash Management & LendingFootnote5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
WORKING WITH YOU
At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client's situation, goals, objectives and risk tolerance. We follow a disciplined process that allows us to work with you to craft a solution that helps meet your individual needs. This process aligns our efforts with your interests, providing a road map focused on what is most important to you.
Step 1: Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Step 2: Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Step 3: Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Step 4: Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Step 5: Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Step 6: Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
CUSTOMIZED SOLUTIONS
We believe successful wealth management is a process, not an event. As a result, we have built a personalized, first-class service experience that is based on continuous service, mutual understanding of goals and direction, and ongoing relationship building. As your wealth grows, so does its complexities and the resources needed to manage it effectively. We leverage our experience and relationships to deliver innovative strategies that are tailored to your needs.
Liquidity Event
Selling a business should be the reward for years of entrepreneurial savvy and hard work. Here’s how to make the process go smoothly.
Preparing for the Transaction of a Lifetime
Monetizing Your Business
Monetizing a privately held company requires seamless coordination of your personal wealth management and business monetization strategies. Our team will assist you at each stage of the process, highlighting key decisions, deadlines and milestones. We work with your legal, tax and other advisors to help you increase value, reduce tax liabilities and integrate the proceeds of your sale into a comprehensive wealth management strategy for generations to come.
Monetization Planning
Your Workforce
We believe there’s no better investment your company can make than in your employees. When they work at their best, so does your business. That’s why Morgan Stanley at Work delivers workplace financial solutions that can help employees build financial confidence and help you attract and retain top talent.
Morgan Stanley at Work
Corporate Retirement Plans
For your employees, retirement is more than a date in the future – it’s a milestone that takes time, hard work and the right tools to achieve. Morgan Stanley at Work provides plan sponsors with a comprehensive suite of solutions and investment experience that helps your employees maximize their potential to reach their long-term goals.
Morgan Stanley at Work
Business Succession Planning
Owning a business represents years, if not decades, of hard work and entrepreneurial savvy. Yet, even the most astute business owners are often unfamiliar with the complexities that go into a successful succession strategy. We understand your succession in the context of your overall financial picture. We also work closely with your other financial advisors to help ensure your priorities are reflected in your succession strategy.
Succession Planning Strategies
Supporting Entrepreneurial Success
Our team provides access to the expertise, resources and professional network needed to foster the growth of your enterprise. Though each situation is unique, successful entrepreneurial careers tend to progress through four phases.
Life Stages of a Successful EntrepreneurPLANNING FOR YOUR FAMILY'S FINANCIAL NEEDS
Morgan Stanley At Work
Morgan Stanley At Work helps businesses at any stage of their lifecycle reward and retain employees through various equity programs and retirement solutions. Whether a start up or mature public company, MS At Work offers a full range of services such as 409A valuations, cap table management, financial education for employees, 401(k) plans, and deferred compensation plan design.
MS At Work Solutions
Trust & Estate Planning
Having a conversation around one's estate and legacy is never easy. Our team will be with you every step of the way to analyze your estate structures so that your needs are efficiently and thoroughly addressed.
Foundational Estate Planning Documents
Philanthropic Goals
Magnify the impact of your philanthropic efforts by defining a clear mission and maintaining your focus, including advice on how to govern your family foundation to maintain alignment with your goals.
How to Sharpen Your Philanthropic Focus
Family Governance
Most families either never address their governance needs or wait until they are in the midst of a crisis - picking up the pieces afterwards - before they finally get serious about creating and implementing a robust family governance system.
What Makes a Sound Governance System?
Wealth Education: Opening Pandoras Box
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
A Family Affair
Investing With Impact
With over a decade of experience, the Investing with Impact Platform delivers comprehensive and holistic wealth solutions for our clients that seek to generate market-rate financial returns alongside positive environmental and social impact.
Investing With Impact Brochure
Art Resources Team
Art may play a significant role in the context of a collector’s overall wealth. A collector should carefully consider the role of art on a balance sheet in addition to the salient implications of owning art.
Art as an Asset
Signature Access Lifestyle Advisory
Your unique needs call for specialized care. Signature Access can provide you with a dedicated Lifestyle Advisory Concierge to create customized solutions through our industry-leading, third-party providers. Learn more about our professional services from travel and concierge services to health and security advisory.
Signature Access Lifestyle AdvisoryLocation
100 Front St
Ste 600
West Conshohocken, PA 19428
US
Direct:
(610) 260-7571(610) 260-7571
Meet The Plymouth Creek Group
Ryan Flynn
First Vice President, Private Wealth Management, Financial Advisor
Phone:
(610) 260-7573(610) 260-7573
Frank Coulson
Executive Director, Private Wealth Advisor, Alternative Investments Director
Phone:
(610) 260-7050(610) 260-7050
Shaye Efunnuga
Vice President, Director of Investments
Phone:
(610) 260-7575(610) 260-7575
Casey Breitmayer, CFP®
Assistant Vice President, Director of Business Strategy
Phone:
(610) 260-7574(610) 260-7574
Mary Chiavaroli
Vice President, PWM Wealth Management Associate
Phone:
(610) 260-7578(610) 260-7578
Blair Kurtz
Assistant Vice President, Group Director
Phone:
(610) 260-7572(610) 260-7572
About Brian Bernhardt
B.A., Cornell University
CERTIFIED FINANCIAL PLANNER™
Brian Bernhardt provides strategic advice and sophisticated planning services to ultra-high net worth families and business owners. As a Certified Financial Planner, he works with families and their other trusted advisors to develop estate plans and investment approaches focused on strategic asset placement, wealth transfer and tax mitigation strategies.
Prior to joining Morgan Stanley Private Wealth Management in 2012, Brian served as a financial advisor at Deutsche Bank Private Wealth Management. He is a graduate of Cornell University with a B.A. in political science and international relations. He has served as trustee or board member for the Saint James School, the Agnes Irwin School, the St. Mark's Endowment, the Clay Studio and the Arts and Business Council of Philadelphia. Brian lives in the Berwyn, PA with his wife, two teenagers, and two dogs.
brian.a.bernhardt@morganstanleypwm.com
610-260-7571
CERTIFIED FINANCIAL PLANNER™
Brian Bernhardt provides strategic advice and sophisticated planning services to ultra-high net worth families and business owners. As a Certified Financial Planner, he works with families and their other trusted advisors to develop estate plans and investment approaches focused on strategic asset placement, wealth transfer and tax mitigation strategies.
Prior to joining Morgan Stanley Private Wealth Management in 2012, Brian served as a financial advisor at Deutsche Bank Private Wealth Management. He is a graduate of Cornell University with a B.A. in political science and international relations. He has served as trustee or board member for the Saint James School, the Agnes Irwin School, the St. Mark's Endowment, the Clay Studio and the Arts and Business Council of Philadelphia. Brian lives in the Berwyn, PA with his wife, two teenagers, and two dogs.
brian.a.bernhardt@morganstanleypwm.com
610-260-7571
Securities Agent: MT, SC, MI, AZ, UT, SD, PA, NM, FL, CT, CO, VT, GA, DE, IL, CA, WA, RI, OH, NY, NJ, NH, MA, WY, VA, MD, HI, TX, NV, DC, NC, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 1279070
CA Insurance License #: 0M98214
NMLS#: 1279070
CA Insurance License #: 0M98214
About Ryan Flynn
B.A., Georgetown University
J.D., LL.M., Villanova Law & Georgetown Law
Ryan Flynn counsels families, businesses, and institutions in all facets of managing wealth. He employs thorough planning and a precise attention to details in pursuit of sophisticated solutions that integrate all areas of a client’s financial world, including investment management and the management of market risk; income tax and estate planning strategies; trust administration; philanthropic techniques; sophisticated retirement plan structures; as well as the formation, succession, and sale of closely-held businesses.
Ryan received his B.A. from Georgetown University and his J.D. from the Villanova University School of Law, where he earned the honor of being appointed Editor-In-Chief of the Villanova Tax Law Compendium. He continued his course of studies in tax, estates, and business planning at the Georgetown University Law Center and Villanova’s Graduate Tax Law Program, where he received his LL.M. (Master of Laws) in Taxation and earned the distinction of graduating in the top 10% of his class. He has dedicated his career, first with the Family Office Services group at PricewaterhouseCoopers LLP, then with one of the region’s premier Private Wealth practices at the law firm of Archer P.C., to providing clients with practical and innovative guidance for financial matters of all shapes, sizes, and complexities. As a member of Morgan Stanley, Ryan does not provide tax or legal advice.
Ryan lives in Cherry Hill, NJ with his wife Jenn and twin son and daughter, Tommy and Addie. Ryan serves as President of The Georgetown University Club and on the Board of Governors of St. Joseph’s Preparatory School. He also is a member of the Bar Associations and Estate and Financial Planning Councils of Philadelphia and New Jersey, as well as the Bringing Up Down Syndrome (BUDS) Organization, where he and his younger sister Tricia participate in recreational programs.
ryan.flynn@morganstanley.com
610-260-7573
J.D., LL.M., Villanova Law & Georgetown Law
Ryan Flynn counsels families, businesses, and institutions in all facets of managing wealth. He employs thorough planning and a precise attention to details in pursuit of sophisticated solutions that integrate all areas of a client’s financial world, including investment management and the management of market risk; income tax and estate planning strategies; trust administration; philanthropic techniques; sophisticated retirement plan structures; as well as the formation, succession, and sale of closely-held businesses.
Ryan received his B.A. from Georgetown University and his J.D. from the Villanova University School of Law, where he earned the honor of being appointed Editor-In-Chief of the Villanova Tax Law Compendium. He continued his course of studies in tax, estates, and business planning at the Georgetown University Law Center and Villanova’s Graduate Tax Law Program, where he received his LL.M. (Master of Laws) in Taxation and earned the distinction of graduating in the top 10% of his class. He has dedicated his career, first with the Family Office Services group at PricewaterhouseCoopers LLP, then with one of the region’s premier Private Wealth practices at the law firm of Archer P.C., to providing clients with practical and innovative guidance for financial matters of all shapes, sizes, and complexities. As a member of Morgan Stanley, Ryan does not provide tax or legal advice.
Ryan lives in Cherry Hill, NJ with his wife Jenn and twin son and daughter, Tommy and Addie. Ryan serves as President of The Georgetown University Club and on the Board of Governors of St. Joseph’s Preparatory School. He also is a member of the Bar Associations and Estate and Financial Planning Councils of Philadelphia and New Jersey, as well as the Bringing Up Down Syndrome (BUDS) Organization, where he and his younger sister Tricia participate in recreational programs.
ryan.flynn@morganstanley.com
610-260-7573
Securities Agent: PA, CO, NC, WY, SC, IL, HI, VA, DE, VT, NY, CT, RI, NH, MI, WV, SD, UT, NM, NJ, FL, OH, MA, TX, MT, AZ, WA, MD, CA, NV, GA, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1398794
CA Insurance License #: 0M98022
NMLS#: 1398794
CA Insurance License #: 0M98022
About Frank Coulson
B.A., University of Vermont
Frank is an Executive Director at Morgan Stanley who works with executives and entrepreneurs, their families, trusts and foundations. He has been in the wealth advisory business since 1998. Prior to joining Morgan Stanley in 2014, Frank was a Director within the Wealth Management Group at Barclays for more than 14 years providing asset management, portfolio construction, banking needs and investment solutions both in New York and Philadelphia. He started his career at Goldman Sachs in their Private Client Services Group in New York City.
Frank earned a B.A. in Economics from the University of Vermont. He has volunteered on a variety of committees including The Agnes Irwin School (Trustee), Franklin Institute, Philadelphia Zoo, Devon Horse Show, Philadelphia Anglers Club and the Academy of Natural Sciences of Philadelphia. Through the Morgan Stanley Volunteer Match program, he is an active participant in the Philabundance Hunger Relief Center program. Frank enjoys skiing, golf and fly fishing. He and his wife Lesley live in Devon, PA with their three children.
frank.coulson@morganstanleypwm.com
610-260-7050
Frank is an Executive Director at Morgan Stanley who works with executives and entrepreneurs, their families, trusts and foundations. He has been in the wealth advisory business since 1998. Prior to joining Morgan Stanley in 2014, Frank was a Director within the Wealth Management Group at Barclays for more than 14 years providing asset management, portfolio construction, banking needs and investment solutions both in New York and Philadelphia. He started his career at Goldman Sachs in their Private Client Services Group in New York City.
Frank earned a B.A. in Economics from the University of Vermont. He has volunteered on a variety of committees including The Agnes Irwin School (Trustee), Franklin Institute, Philadelphia Zoo, Devon Horse Show, Philadelphia Anglers Club and the Academy of Natural Sciences of Philadelphia. Through the Morgan Stanley Volunteer Match program, he is an active participant in the Philabundance Hunger Relief Center program. Frank enjoys skiing, golf and fly fishing. He and his wife Lesley live in Devon, PA with their three children.
frank.coulson@morganstanleypwm.com
610-260-7050
Securities Agent: SD, WY, WV, WA, VT, VA, UT, TX, SC, RI, PA, OK, OH, NY, NV, NM, NJ, NH, NC, MT, MI, ME, MD, MA, HI, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1297876
NMLS#: 1297876
About Shaye Efunnuga
B.B.A., Temple University
M.B.A., Temple University, Fox School of Business
Drawing on over 17 years of experience in the financial services industry, Shaye’s primary role within the team focuses on investment allocation implementation, portfolio management and alternatives investment analysis. As Director of Investments, Shaye also conducts research and due diligence on new and existing portfolio holdings and monitors the team’s exposure to hedge funds, private equity, private credit and real estate.
A Philadelphia native, Shaye completed her MBA at the Fox School of Business at Temple University in the Spring of 2021 with a specialization in Strategic Management. She completed her undergraduate studies at the Fox School of Business as well, obtaining a B.B.A in Finance in 2004, and holds Series 7 and 66 licenses. Shaye lives in the Wynnefield section of Philadelphia with her dog Daisy. She enjoys traveling in her free time, and has visited 22 countries and counting!
shaye.efunnuga@morganstanleypwm.com
610-260-7575
M.B.A., Temple University, Fox School of Business
Drawing on over 17 years of experience in the financial services industry, Shaye’s primary role within the team focuses on investment allocation implementation, portfolio management and alternatives investment analysis. As Director of Investments, Shaye also conducts research and due diligence on new and existing portfolio holdings and monitors the team’s exposure to hedge funds, private equity, private credit and real estate.
A Philadelphia native, Shaye completed her MBA at the Fox School of Business at Temple University in the Spring of 2021 with a specialization in Strategic Management. She completed her undergraduate studies at the Fox School of Business as well, obtaining a B.B.A in Finance in 2004, and holds Series 7 and 66 licenses. Shaye lives in the Wynnefield section of Philadelphia with her dog Daisy. She enjoys traveling in her free time, and has visited 22 countries and counting!
shaye.efunnuga@morganstanleypwm.com
610-260-7575
About Casey Breitmayer
B.S., Drexel University
CERTIFIED FINANCIAL PLANNER™
As Director of Business Strategy, Casey helps create and direct thoughtful strategic solutions for clients. She facilitates cross-functional team collaboration and helps coordinate the partnerships between the team and other specialized areas of Morgan Stanley. As a CFP® professional, Casey focuses on financial planning and works with the team’s clients to construct comprehensive, multigenerational wealth management plans.
Casey began her career as an Institutional Municipal Sales Associate at Oppenheimer & Co. Inc. She obtained a B.S. in Business Administration with a concentration in Finance from the LeBow College of Business at Drexel University, and holds Series 7, 52, and 66 licenses. Casey lives in Plymouth Meeting, PA with her husband, daughter, dog and cat. Outside of work Casey enjoys singing for fun, traveling, and spending time with her family and friends.
casey.conklin@morganstanleypwm.com
610-260-7574
CERTIFIED FINANCIAL PLANNER™
As Director of Business Strategy, Casey helps create and direct thoughtful strategic solutions for clients. She facilitates cross-functional team collaboration and helps coordinate the partnerships between the team and other specialized areas of Morgan Stanley. As a CFP® professional, Casey focuses on financial planning and works with the team’s clients to construct comprehensive, multigenerational wealth management plans.
Casey began her career as an Institutional Municipal Sales Associate at Oppenheimer & Co. Inc. She obtained a B.S. in Business Administration with a concentration in Finance from the LeBow College of Business at Drexel University, and holds Series 7, 52, and 66 licenses. Casey lives in Plymouth Meeting, PA with her husband, daughter, dog and cat. Outside of work Casey enjoys singing for fun, traveling, and spending time with her family and friends.
casey.conklin@morganstanleypwm.com
610-260-7574
About Mary Chiavaroli
Mary delivers timely solutions to clients around administrative and operational activities. She joined Morgan Stanley Private Wealth Management in 2022. Prior to that, she served as Vice President and Senior Client Service Associate at J.P. Morgan Private Bank for eight years. Mary has worked in the industry for 20 years and brings a wealth of experience in assisting clients with a wide range of services. She currently holds Series 7, 24, 63 and 66 licenses.
Mary and her partner Mike have a blended family of four children and two grandchildren. Together they enjoy attending their grandchildren’s sporting events and activities, traveling, DIY projects and Sunday dinners with the family.
mary.chiavaroli@morganstanleypwm.com
610-260-7578
Mary and her partner Mike have a blended family of four children and two grandchildren. Together they enjoy attending their grandchildren’s sporting events and activities, traveling, DIY projects and Sunday dinners with the family.
mary.chiavaroli@morganstanleypwm.com
610-260-7578
About Blair Kurtz
As Group Director, Blair oversees day to day operations and plays a key role in delivering exceptional client service. She is focused on finding solutions to help address client issues and ensuring a premium client experience. In this role, Blair leverages 9 years of management experience to execute on the team’s objectives. Prior to her time at Morgan Stanley, Blair was in a management role at UBS in New York. She graduated from the University of Pittsburgh with dual degrees from the School of Business and the School of Arts and Sciences. Blair holds the Series 7, 9, 10, 63, and 66. She lives in Paoli with her husband, daughter, and their rescue dog. Outside of work, Blair enjoys watching sports, walking (slowly), and spending time with her family and friends.
Contact Brian Bernhardt
Contact Ryan Flynn
Contact Frank Coulson
Private Wealth Management
Professional Insights
Plymouth Creek 4/25 Webinar
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
3Asset Allocation does not assure a profit or protect against loss in declining financial markets.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
3Asset Allocation does not assure a profit or protect against loss in declining financial markets.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 4237142 (02/2025)
