Phone:
(617) 589-3216(617) 589-3216
The Porter Group at Morgan Stanley
Direct:
(617) 589-3216(617) 589-3216
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
Managing wealth has become both more sophisticated, and more complicated. Certainly, we have more information, more evidence, more refined analysis and more intellectual capital available to us than ever before. But all that comes with greater demands – more choices, more complexity, and more potential problems – all at a time when most people would rather focus on living their lives, not worrying about their money.
We combine the most sophisticated wealth management tactics with a passion for helping people live the lives they choose. We believe in making complicated things simple for our clients. Our clients believe in evidence, intelligence and the power of the human intellect. They look for experience, credentials, and integrity. They expect to be treated with care, honesty and respect. We invite you to explore our web site and see what we believe in when it comes to wealth management and client service, and discover for yourself if we are the right wealth management choice for you.
We combine the most sophisticated wealth management tactics with a passion for helping people live the lives they choose. We believe in making complicated things simple for our clients. Our clients believe in evidence, intelligence and the power of the human intellect. They look for experience, credentials, and integrity. They expect to be treated with care, honesty and respect. We invite you to explore our web site and see what we believe in when it comes to wealth management and client service, and discover for yourself if we are the right wealth management choice for you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WHO WE WORK WITH
We have been helping people manage their wealth for decades. During that time, we have noticed that clients and advisors often self-select – clients choose (and stay with) advisors who fit their needs.
Women
A traditionally underserved population, women value an advisor who listens, answers their questions and understands the demands of their life. Women are drivers of change in the world who tend to take a different approach in relationship to wealth.
Entrepreneurs
Starting a business brings along with it a great deal of financial risk. Provide us your vision, we'll agree on a path, and walk it together, optimizing risk and managing the complexities until we achieve it.
Purposeful Investors:
Many investors are seeking ways to invest with purpose and to make an impact with their investment choices. These individuals ask for wealth management solutions that may include utilizing responsible investments that are screened for environmental, social, and governance reasons.
Retirees:
Retirees have both a short-term (“Will I have enough?”) and long-term (“What can I leave?”) perspective. They require a comprehensive wealth management solution that encompasses cash flow, trust services, philanthropy and other considerations.
Multi-Generational Families
If you are concerned about ensuring that your family is prepared for the wealth they are to inherit or receive, we are here to help. We work across generations to not only streamline the transition, but also to educate and inform, to make sure your hard work is preserved.
Sudden Wealth
If you need help determining how to invest your proceeds after coming into sudden wealth, we work with business owners planning to sell, recipients of divorce settlements or inheritance, and everyone in between.
My Four Pillars of Wealth Management
Every client is unique, every circumstance is different. Yet our observations and decades of experience have revealed some core ideas that we believe are applicable to every client. We call them the Four Pillars of Wealth Management.
Pillar 1: Focus On The Big Picture
First, we make recommendations that reflect our client’s goals, and are based on a defined strategy. Second, because investing doesn’t happen in a vacuum, our recommendations are filtered through a macroeconomic view.
Pillar 2: Money and Emotions Don’t Mix
Human beings routinely make decisions that are neither evidence-based nor rational. The emerging field of behavioral finance posits that human decisions are emotionally driven, and based on inaccurate biases. With this in mind, we help clients make the right decisions for the right reasons.
Pillar 3: There Are Two Sides To Every Story
Investors tend to focus on return – but every investment also carries risk. We evaluate our recommendations for both potential return and risk. We also calculate a risk factor for every client based on their goals. Everyone loves a great return – but inattention to risk can prevent you from reaching your goals.
Pillar 4: Keeping the Next Gen in Mind
By providing a comprehensive cross-generational plan, we will help you navigate the complexities of managing the significant wealth you have acquired for you and your family.
An Institutional Level of Service
We have significant experience working with institutions, such as endowments, foundations and hospitals. We’ve adopted many of the demands of institutional clients into our service model for individuals and families. For example:
A Family Office Approach
Institutions expect an advisor to provide bold yet thoughtful advice on every financial decision. The family office model means we can provide comprehensive wealth management that is both informed and reflective of your overall strategy.
Knowledge And Education
Even the most seasoned institutional investor needs to work with a board of directors who may not share their financial sophistication. Similarly, individual clients may have family members who need our help to understand their financial landscape.
Simplicity
Institutions often require complex investment strategies, but prefer to keep decision-making simple. Our approach – Sophisticated strategies, simple choices.
A Trusted Relationship
Institutions need to trust their advisors for frank advice, frequent and lucid reports, financial transparency and personal integrity. As your team of financial advisors, you can depend on us for this kind of relationship.
Client Resources
Below is a glimpse of the myriad of onboarding and informational resources offered here at Morgan Stanley.
Morgan Stanley Online
Morgan Stanley Online has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorization.
View Account
Intergenerational Wealth
When wealth is passed from one generation to the next, families enter a delicate transition period. It can either exacerbate divisions within a family or bring members even closer together. See what Mitzi has to say about it.
Listen Here
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you’ll benefit from more informed wealth planning, secure data access and convenient connectivity.
Access Total Wealth View
Common Cents: A Kid's Guide to Money
Our Commitment to our clients span generations to help families build and protect their wealth. For resources to teach your next generation about spending and budgeting, check out the link below.
Read Here
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.
Start Planning Now
Trust & Estate Planning
You can't take it with you, but through a trust, you can define how you want your life's work and wealth to continue to benefit the people and causes you love and care for.
See if a trust is right for you
eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Access Tool
Reserved Living and Giving
Save on travel, dining, holiday gifts and more with Morgan Stanley's Reserved Living and Giving Program
Discover Benefits
Tax Loss Harvesting
Under current U.S federal tax law, it's possible to offset your capital gains with capital losses you've incurred that tax year or carried over from a prior tax return.
Learn MoreImpact Investing
How can investor gain insight into the impact of their Investment portfolios? Our Morgan Stanley Impact Quotient tool distills complex data and tailors analysis to you.
Read MoreLocation
28 State Street
Fl
Boston, MA 02109
US
Direct:
(617) 589-3216(617) 589-3216
Meet The Porter Group
Phone:
(617) 589-3212(617) 589-3212
Lisa Northrup, CFP
Wealth Management Associate
Phone:
(617) 589-3284(617) 589-3284
Gradon Winn
Portfolio Associate
Phone:
(617) 589-3237(617) 589-3237
About Sarah R. Porter
Sarah leads the design, development and implementation of customized wealth strategies for clients. She leverages the extensive resources of our team and the global resources of Morgan Stanley to create comprehensive financial solutions built around each client’s goals. Sarah is particularly passionate about working with women, helping them achieve their aspirations through financial confidence and independence.
Sarah is a pioneer among women in financial services, one of the first in a growing cohort of female Financial Advisors. During her nearly four decade career, she has advised both professionals and families, as well as institutions. She has managed the assets of foundations, endowments, and hospitals, applying rigorous analysis and planning to meet both cash flow requirements and long-range investment goals. Having helped run her family’s business, Sarah also offers an entrepreneurial perspective. With all clients, she advocates bold thinking, frank and proactive communication and timely reporting.
Sarah earned her B.A. in Economics from Michigan State University. Subsequently, she earned her Certified Investment Management Analyst® (CIMA®) designation through the Wharton School at the University of Pennsylvania, a distinction that demonstrates her knowledge and skill in all areas of investing and portfolio management.
Sarah lives in Boston with her husband and their two daughters. She enjoys hiking with her dogs, traveling with the family, gardening and skiing. Sarah is also a certified yoga instructor.
Sarah is a pioneer among women in financial services, one of the first in a growing cohort of female Financial Advisors. During her nearly four decade career, she has advised both professionals and families, as well as institutions. She has managed the assets of foundations, endowments, and hospitals, applying rigorous analysis and planning to meet both cash flow requirements and long-range investment goals. Having helped run her family’s business, Sarah also offers an entrepreneurial perspective. With all clients, she advocates bold thinking, frank and proactive communication and timely reporting.
Sarah earned her B.A. in Economics from Michigan State University. Subsequently, she earned her Certified Investment Management Analyst® (CIMA®) designation through the Wharton School at the University of Pennsylvania, a distinction that demonstrates her knowledge and skill in all areas of investing and portfolio management.
Sarah lives in Boston with her husband and their two daughters. She enjoys hiking with her dogs, traveling with the family, gardening and skiing. Sarah is also a certified yoga instructor.
Securities Agent: MO, ND, NE, NH, NJ, NV, NY, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, NC, OH, AK, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN; General Securities Representative; Investment Advisor Representative
About Hannah B. Porter
Hannah is as passionate about sustainable investing as she is about working with young entrepreneurs and business owners to focus on investing for the long term and implementing strategies for generational wealth transfers. Through her team’s family office approach, her clients are supported by a team that believes in helping them build a life of significance. Hannah is a second-generation Financial Advisor working alongside her mother in the Boston office. She has worked in investing for almost five years, starting as an intern at Morgan Stanley in the Boston office and then in California.
In her spare time, she loves to hike in the White Mountains, teach yoga, do Pilates, and play with her dog Heath; named after her grandmother’s favorite candy bar. She also loves collecting art and visiting beaches around the world. Sports have always been an essential part of her life, teaching her determination and hard work. She started skiing at age three and she rowed in the Head of the Charles Regatta at age sixteen and is still connecting with her sports colleagues over business ideas and the next exciting travel destinations.
Hannah graduated from Northeastern University with a Bachelor of Science in Leadership and a minor in Business. She lived abroad in Europe and Latin America plus three different states in the United States. Through her college studies in Costa Rica, she learned Spanish. She brings her cultural acumen and listening skills to enhance the experience of her clients to help them feel understood.
She currently lives in the heart of Boston but loves to escape back to the picturesque hills of her hometown Harvard, MA. You can find Hannah walking Heath around the Public Garden listening to the latest audiobook on brain health or investing. She volunteers with the Junior League of Boston and is involved in her local church’s philanthropic efforts.
In her spare time, she loves to hike in the White Mountains, teach yoga, do Pilates, and play with her dog Heath; named after her grandmother’s favorite candy bar. She also loves collecting art and visiting beaches around the world. Sports have always been an essential part of her life, teaching her determination and hard work. She started skiing at age three and she rowed in the Head of the Charles Regatta at age sixteen and is still connecting with her sports colleagues over business ideas and the next exciting travel destinations.
Hannah graduated from Northeastern University with a Bachelor of Science in Leadership and a minor in Business. She lived abroad in Europe and Latin America plus three different states in the United States. Through her college studies in Costa Rica, she learned Spanish. She brings her cultural acumen and listening skills to enhance the experience of her clients to help them feel understood.
She currently lives in the heart of Boston but loves to escape back to the picturesque hills of her hometown Harvard, MA. You can find Hannah walking Heath around the Public Garden listening to the latest audiobook on brain health or investing. She volunteers with the Junior League of Boston and is involved in her local church’s philanthropic efforts.
Securities Agent: OH, PA, NV, TN, VT, WY, LA, ND, GA, WV, WI, WA, VA, UT, TX, SD, SC, RI, OR, OK, NY, NJ, NH, NE, NC, MO, MN, MI, ME, MD, MA, IN, IL, IA, FL, DC, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 2504620
NMLS#: 2504620
About Lisa Northrup
Lisa is responsible for meeting the day-to-day financial needs of our clients, working to simplify the wealth management process. With care, dedication and efficiency, Lisa keeps clients informed about their finances, while minimizing the demands on their time.
In addition to providing administrative support, Lisa assists the team in creating custom-tailored financial plans for clients. She has more than 16 years of industry experience, having joined our team since 2002.
Lisa graduated cum laude from the University of Massachusetts Lowell with a Bachelor of Science in Business Administration and a concentration in Finance. She earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification; it requires hundreds of hours of classroom work and demonstrates Lisa's ability to design thoughtful, strategic solutions for clients.
Lisa and her husband live in Lowell, MA with their two young children and Boston terrier. She is a committed volunteer with Saint Michael Parish and School in Lowell, and HomeStart, Inc in Boston. Lisa also enjoys bicycling, reading and travel.
In addition to providing administrative support, Lisa assists the team in creating custom-tailored financial plans for clients. She has more than 16 years of industry experience, having joined our team since 2002.
Lisa graduated cum laude from the University of Massachusetts Lowell with a Bachelor of Science in Business Administration and a concentration in Finance. She earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification; it requires hundreds of hours of classroom work and demonstrates Lisa's ability to design thoughtful, strategic solutions for clients.
Lisa and her husband live in Lowell, MA with their two young children and Boston terrier. She is a committed volunteer with Saint Michael Parish and School in Lowell, and HomeStart, Inc in Boston. Lisa also enjoys bicycling, reading and travel.
About Gradon Winn
Gradon supports the team and our clients with ongoing portfolio analysis and adjustment based on frequent performance evaluations, changing asset allocation needs, and broader market trends. He is in regular contact with our clients to ensure that any changes in their lives are reflected in their investment strategies.
Gradon has been in the financial services industry for more than 20 years. Before joining our team, he was a Complex Service Manager in the Waltham, MA office, giving him a broad perspective on Morgan Stanley's impressive global resources and thought leadership.
Gradon graduated cum laude from the University of Massachusetts at Amherst with a B.A. in Economics.
He lives in Natick, MA with his wife and three children. Gradon believes strongly in community involvement, and works with many organizations, including the Boy Scouts of America, Gann Academy in Waltham, the Solomon Schechter Day School in Newton, and Temple Israel in Natick. He enjoys CrossFit, scuba diving, and spending time in the outdoors.
Gradon has been in the financial services industry for more than 20 years. Before joining our team, he was a Complex Service Manager in the Waltham, MA office, giving him a broad perspective on Morgan Stanley's impressive global resources and thought leadership.
Gradon graduated cum laude from the University of Massachusetts at Amherst with a B.A. in Economics.
He lives in Natick, MA with his wife and three children. Gradon believes strongly in community involvement, and works with many organizations, including the Boy Scouts of America, Gann Academy in Waltham, the Solomon Schechter Day School in Newton, and Temple Israel in Natick. He enjoys CrossFit, scuba diving, and spending time in the outdoors.
Contact Sarah R. Porter
Contact Hannah B. Porter
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Porter Group today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan 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.
6Products 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan 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.
6Products 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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)
