Phone:
(610) 478-4546(610) 478-4546
The Poore Group at Morgan Stanley
Direct:
(610) 478-4546(610) 478-4546
Toll-Free:
(866) 364-1008(866) 364-1008
Our Mission Statement
Excellence in helping clients like you with your personalized investment and financial strategies
About Us
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
PLANNING FOR YOUR FAMILY'S FINANCIAL NEEDS
This section is dedicated to resources that are designed to help enhance every aspect of your modern wealth management experience. If you would like to learn more, visit the links below.
Trust & Estate Planning Strategies
Conversation about your estate and legacy are never easy. Our team will be with you every step of the way to help analyze your estate structures so that your needs are efficiently and thoroughly addressed.
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. 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.
Common QuestionsMorgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Philanthropic Goals
Magnify the impact of your philanthropic efforts by defining a clear mission and maintaining your focus, including advice on how to govern a family foundation to maintain alignment with your goals.
How to Sharpen Your Philanthropic Focus
Alternative Investments
Our robust alternative investment platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
Wealth Education
Financial literacy means being empowered with the knowledge to make smarter 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
Tax-Savvy Ways to Give
Many of our clients would like to support the causes and people they care about and also save on taxes. Fortunately, we're well versed on strategies that may help you accomplish both. If you’re inclined to help others, consider these tax-efficient ways to make your giving go further.
Consider These Strategies
Family Governance
Most families either never address their governance needs or wait until they are in 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?
Cybersecurity for Families
Whatever your cybersecurity needs, our innovative technology can help you address the particular challenges of your situation to help you stay safe in an increasingly complex digital world.
Stay CybersafeHere’s what it means to have a steady hand guiding your financial journey:
• When there’s a dip in the market that makes you nervous, you’ll have an objective set of eyes to help steer you away from rash investment decisions, and maintain a long-term perspective.
• When you start hearing more and more about alternative investment vehicles, you’ll have someone to help you cut through the hype and decide if it’s the right choice for your specific portfolio.
• When you’re thinking about buying a new home, a new car, or another large purchase, you’ll have a sounding board to help you confirm it fits your budget.
• When you’re worried how your children and grandchildren will continue to grow your legacy, you’ll have a resource they can talk with to help them round out their financial value system.
• When you’re facing life’s most challenging moments––the passing of a loved one, a health crisis, or divorce––you’ll have a compassionate, trusted guide to help manage all the financial repercussions, so you can focus on your own well-being.
Our guidance is backed by deep experience and dedication to our clients.
We’re a highly-experienced, process-oriented team. And we’re constantly refining our process to help better serve you. One way we have done that is by earning rigorous industry designations––including Certified Financial Planner™
• When you start hearing more and more about alternative investment vehicles, you’ll have someone to help you cut through the hype and decide if it’s the right choice for your specific portfolio.
• When you’re thinking about buying a new home, a new car, or another large purchase, you’ll have a sounding board to help you confirm it fits your budget.
• When you’re worried how your children and grandchildren will continue to grow your legacy, you’ll have a resource they can talk with to help them round out their financial value system.
• When you’re facing life’s most challenging moments––the passing of a loved one, a health crisis, or divorce––you’ll have a compassionate, trusted guide to help manage all the financial repercussions, so you can focus on your own well-being.
Our guidance is backed by deep experience and dedication to our clients.
We’re a highly-experienced, process-oriented team. And we’re constantly refining our process to help better serve you. One way we have done that is by earning rigorous industry designations––including Certified Financial Planner™
Forbes Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22 – 9/30/23.
Award Disclosures2024 Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from
6/30/22 - 6/30/23.
Award Disclosures6/30/22 - 6/30/23.
2024 Forbes Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/23–3/31/24.
Award Disclosures
CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER® certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Comprehensive Wealth Management Based on You
Our comprehensive array of services allows us to provide analysis and advice for all your financial concerns. Some examples:
“Will I have the money I need when I need it?”
One of the best way to help secure your future is to plan for your short-, medium- and long-term needs. We leverage several important principles and strategies:
- Goals-based wealth management
- Retirement strategies
- Cash flow analysis
- Goals-based wealth management
- Retirement strategies
- Cash flow analysis
“I want to provide for the people and institutions I care about.”
It’s important to have a strategy in place to ensure your legacy, so that any decision aligns with your wishes. We have a process to make that happen:
- Wealth transfer strategies
- Wills, trust, estate and legacy planning
- Access to trust and estate professionals
- Philanthropy services
- Collaboration with your attorneys, accountants and other trusted professionals
- Wealth transfer strategies
- Wills, trust, estate and legacy planning
- Access to trust and estate professionals
- Philanthropy services
- Collaboration with your attorneys, accountants and other trusted professionals
“What’s some of the best ways to invest my assets?”
Every portfolio we manage is designed around you, so there is no single answer. However, we create, implement and manage your portfolio providing:
- Thought leadership
- Asset allocation
- Portfolio construction
- Investment manager selection
- A range of investment strategies, from traditional investments to alternatives, annuities and investing with impact
- Thought leadership
- Asset allocation
- Portfolio construction
- Investment manager selection
- A range of investment strategies, from traditional investments to alternatives, annuities and investing with impact
We Work With Like-Minded People And Organizations
- Many of our clients have been with us across generations. Why? Because we share common values:
- They are accomplished individuals who have worked hard, achieved success and want a Financial Advisor they can depend on.
- They value experience and hard work, knowledge and skills, honesty and integrity.
- They care about their communities, their families and the future.
- Our clients are like family to us. We are happy to assist them with family meetings, wealth stewardship and financial education. And, we are available for them whenever they need us.
- They are accomplished individuals who have worked hard, achieved success and want a Financial Advisor they can depend on.
- They value experience and hard work, knowledge and skills, honesty and integrity.
- They care about their communities, their families and the future.
- Our clients are like family to us. We are happy to assist them with family meetings, wealth stewardship and financial education. And, we are available for them whenever they need us.
Our business and professional clients
- Corporate cash management. Cash is the life blood of any business. On behalf of our corporate clients, we leverage our experience, world-class platform, global resources, and professional oversight and reporting to serve their business imperatives.
- Retirement planning. Retirement plans are complex and difficult-to-manage … but also a competitive and strategic necessity. We work with clients to create or improve an effective defined contribution plan.
- Executive wealth management. We help individual executives envision, plan for and achieve their personal financial goals.
- Retirement planning. Retirement plans are complex and difficult-to-manage … but also a competitive and strategic necessity. We work with clients to create or improve an effective defined contribution plan.
- Executive wealth management. We help individual executives envision, plan for and achieve their personal financial goals.
Our work with not-for-profit organizations
- We work with a select group of not-for-profit organizations, providing professional asset management, helping them refining an Investment Policy Statement.
- Just as important, we manage their portfolios in accordance with their mission.
- Our Financial Advisors are philanthropists and board members. We have direct experience with issues faced by not-for-profit organizations.
- Just as important, we manage their portfolios in accordance with their mission.
- Our Financial Advisors are philanthropists and board members. We have direct experience with issues faced by not-for-profit organizations.
WHAT'S HAPPENING WITH MY TEAM AND THE FIRM
We are fortunate to have a culture built on open discourse of thought-provoking ideas and information. While our clients expect us to share our thoughts on the latest finance and market updates, we believe that the holistic wealth management experience includes discussing lifestyle and current events as well. To this point, the Monthly Newsletter is our space to share the latest news on what is being discussed in our office.
4 Financially Smart Ways to Take Money Out of Retirement Accounts
Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.
Learn MoreTax-Smart Strategies for Your Retirement
Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.
Learn More6 Steps to creating an Emergency Fund
Having an emergency fund for unplanned expenses can save you from a bad situation. Here’s how to create and prioritize one.
Learn MoreProtecting Your Retirement From Market Volatility
The unpredictability of financial markets can disrupt even the best-laid retirement plans. These five strategies may help investors stay on track.
Learn MoreLocation
1350 Broadcasting Rd
Ste 100
Wyomissing, PA 19610
US
Direct:
(610) 478-4546(610) 478-4546
Toll-Free:
(866) 364-1008(866) 364-1008
Meet The Poore Group
Alison Bower
Wealth Management Associate
Phone:
(610) 478-4552(610) 478-4552
Jennifer Guthier
Portfolio Associate
Phone:
(610) 478-4507(610) 478-4507
About Jenna Poore Johnsen
Jenna joined The Poore Group and Morgan Stanley in 2015 after working at JPMorgan Chase in Newark, Delaware for 5 years. She works with individuals and their families to create personalized financial plans. Her investment and advisory registrations include her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Series 7 and 66 licenses and holds Pennsylvania Life, Accident, and Insurance licenses. She also holds an Executive Director title at Morgan Stanley.
Jenna is a graduate of the Sigmund Weis School of Business at Susquehanna University where she obtained a degree in Business Administration with an emphasis in Finance. In her spare time, she serves on the Advisory Council of the Sigmund Weis School of Business and on the board of the River Hawk Fund which is a student run investment class offered at Susquehanna. She also volunteers with Habitat for Humanity. She enjoys spending her time outdoors with her husband, Pete, son, Landen, and dog, Georgia.
Securities Agent: RI, WV, WA, VT, TX, TN, SC, PA, OH, NY, NM, NJ, NH, NE, NC, MT, MO, MI, ME, MD, MA, KY, IL, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AL, MN, VA, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1426098
Jenna is a graduate of the Sigmund Weis School of Business at Susquehanna University where she obtained a degree in Business Administration with an emphasis in Finance. In her spare time, she serves on the Advisory Council of the Sigmund Weis School of Business and on the board of the River Hawk Fund which is a student run investment class offered at Susquehanna. She also volunteers with Habitat for Humanity. She enjoys spending her time outdoors with her husband, Pete, son, Landen, and dog, Georgia.
Securities Agent: RI, WV, WA, VT, TX, TN, SC, PA, OH, NY, NM, NJ, NH, NE, NC, MT, MO, MI, ME, MD, MA, KY, IL, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AL, MN, VA, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1426098
Securities Agent: MN, FL, TX, IL, IA, MA, WA, VA, GA, AZ, LA, SC, DE, CO, AL, VT, NV, NJ, NC, ME, MD, CT, PA, OH, DC, WV, TN, RI, NY, NM, MI, IN, CA, NH, NE, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1426098
NMLS#: 1426098
About Alison Bower
Alison is a Wealth Management Associate with The Poore Group. She began her career at Morgan Stanley (previously Dean Witter) as a wire operator. Alison worked with Brad for 23 years as his point person for all administrative issues and has been a vital member of the team. She has her Series 7, 63, 31, and 66 licenses. She provides all notary services for the team.
Alison graduated from the University of Phoenix with a Bachelor of Science in Business. She currently resides in Lenhartsville with her daughter, son, and husband, Dave. She enjoys spending time with her family.
Alison graduated from the University of Phoenix with a Bachelor of Science in Business. She currently resides in Lenhartsville with her daughter, son, and husband, Dave. She enjoys spending time with her family.
About Jennifer Guthier
Jennifer is a Wealth Management Associate who joined Morgan Stanley in 2006. She holds various licenses to assist with operations for the team, including series 7 and 65. In her current role as Portfolio Associate, Jennifer is focused on client service and communication.
Jennifer graduated from Kutztown University. She resides in Sinking Spring and during her free time, she enjoys hiking and gardening.
Jennifer graduated from Kutztown University. She resides in Sinking Spring and during her free time, she enjoys hiking and gardening.
Contact Jenna Poore Johnsen
Wealth Management
Global Investment Office
Portfolio Insights
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
5 Ways to Bolster Your Finances for Any Environment
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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
Overcoming Your 5 Biggest Retirement Challenges
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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
Estate Planning Essentials: 7 Key Steps
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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
Strategies to Finance Your Business
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Ready to start a conversation? Contact The Poore Group today.
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 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.
2When 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2When 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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)
