Adam T Rorrer, CFP®, CRPS®
Managing Director, Wealth Management, Financial Advisor, Corporate Retirement Director, Lending Specialist, Senior Investment Management Consultant, Senior Portfolio Manager
Phone:
(301) 961-3329(301) 961-3329
The Potomac Group at Morgan Stanley
Direct:
(301) 961-3328(301) 961-3328
Toll-Free:
(800) 745-4503(800) 745-4503
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are appropriate for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that helps meet your lifestyle and legacy goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Business & Retirement
Our goal is to help you navigate the complexities of retirement planning. We are proud to share that our team at Morgan Stanley offers corporate retirement solutions and business-focused strategies to address the unique needs of your organizations.
As a firm, we handle thousands of retirement plans. As a team we work with a sizeable number of retirement plans, from small business plans with few employees, to larger more established plans with hundreds of employees. We are well-versed in all types of corporate plans, including 401(k), Profit Sharing, Defined Benefit and Non-Qualified plans.
As a firm, we handle thousands of retirement plans. As a team we work with a sizeable number of retirement plans, from small business plans with few employees, to larger more established plans with hundreds of employees. We are well-versed in all types of corporate plans, including 401(k), Profit Sharing, Defined Benefit and Non-Qualified plans.
Equity Compensation at Every Stage of Retirement Planning
Learn eight tips to help you make the most of your equity compensation benefits when you’re saving for, nearing and entering retirement.
Read More>Retirement Plans Inside and Outside of Work
Saving enough for a comfortable retirement is one of most people’s greatest financial goals—and challenges. Fortunately, there are tax-advantaged accounts available at work—and outside of it—specifically designed to help you save for your golden years. Let’s get to know them.
Read More>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.
Read More>Workplace Benefits for Small Businesses
On your team, every person can have a big impact. Financial benefits can show employees you care and may help retention and attract top talent.
Read More>Retirement Plan Options
Learn about retirement plans for smaller businesses and how to select the right type for you and your employees. Compare SEP or SIMPLE IRAs vs 401(k)s.
Read More>Getting to Know IRAs
For those who don’t have access to, or are not eligible to participate in, a retirement plan at work – or those who do and want to save even more for retirement or want a retirement vehicle with potentially more investment flexibility – an individual retirement account (IRA) may be an option worth exploring.
Read More>Take advantage of the benefits we offer
We want to help you manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platform.
Cash Management and Lending Solutions
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
Explore the Full Suite of Offerings
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
Morgan Stanley CashPlus Brokerage Account
Designed as a modern alternative to banking with the capabilities to help you access, move, and manage cash when you need it while enjoying exclusive benefits.
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Preferred Certificates of Deposit (CDs)
Once you open a Morgan Stanley Brokerage Account, you can potentially grow your wealth with our competitive fixed rate Preferred Certificates of Deposit (CDs) offerings.
Lock in a Competitive Rate
Preferred Savings Program
Once you open a Morgan Stanley Brokerage Account, you can make the most of your idle cash with our competitive Preferred Savings Program.
Help Keep Your Cash Working for You
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
Learn MoreLocation
7500 Old Georgetown Rd
10th Fl
Bethesda, MD 20814
US
Direct:
(301) 961-3328(301) 961-3328
Toll-Free:
(800) 745-4503(800) 745-4503
Meet The Potomac Group
Gabe J Aronson, CRPS®, CIMA®, CFP®
Executive Director, Financial Advisor, Corporate Retirement Director, Senior Portfolio Manager
Phone:
(301) 961-3328(301) 961-3328
Financial Advisor, Workplace Advisor – Equity Compensation, Insurance Planning Director
Phone:
(301) 664-6846(301) 664-6846
Valerie A. Watson
Vice President, Wealth Management Associate
Phone:
(301) 961-3326(301) 961-3326
Katie Davis
Wealth Management Associate
Phone:
(301) 657-6344(301) 657-6344
About Adam T Rorrer
As a licensed investment professional for more than 20 years, Adam implements wealth-management strategies for clients, both corporate and high net worth families, by focusing on holistic financial planning and new business planning development.
Adam is firmly committed to long-term relationships and strives to deliver exceptional client service. He listens carefully to the goals, values, aspirations and concerns; based on this input, Adam then works attentively to help them in achieving their financial objectives.
Adam is a member of Morgan Stanley’s 2018 President’s Club which recognizes his success as being one of the top financial advisors within the firm. Adam was recently named on the Barron's 2022 Top Advisor Rankings By State & the Forbes’ Best-In-State Wealth Advisors List 2022.
He attended NC State University in Raleigh, NC where Adam recognized his passion for helping people make the right choices so they could be financially independent later in life. Adam also attended the American College where he earned his Certified Financial Planning and Certified Retirement Plan Specialist designations. Adam and his wife Stephanie, live in Vienna, VA with their five children.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Adam is firmly committed to long-term relationships and strives to deliver exceptional client service. He listens carefully to the goals, values, aspirations and concerns; based on this input, Adam then works attentively to help them in achieving their financial objectives.
Adam is a member of Morgan Stanley’s 2018 President’s Club which recognizes his success as being one of the top financial advisors within the firm. Adam was recently named on the Barron's 2022 Top Advisor Rankings By State & the Forbes’ Best-In-State Wealth Advisors List 2022.
He attended NC State University in Raleigh, NC where Adam recognized his passion for helping people make the right choices so they could be financially independent later in life. Adam also attended the American College where he earned his Certified Financial Planning and Certified Retirement Plan Specialist designations. Adam and his wife Stephanie, live in Vienna, VA with their five children.
Barron's Top 1,200 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Securities Agent: KS, DC, TN, OK, NH, LA, ID, SC, NC, MA, PA, NJ, IN, IL, CO, WV, KY, AZ, PR, MT, MN, MD, AR, AL, WA, VT, OH, MI, CT, UT, NY, NE, MO, TX, NV, CA, RI, NM, IA, GA, DE, WI, VA, SD, OR, ME, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1339277
NMLS#: 1339277
About Gabe J Aronson
Gabe has focused his talents on serving the investment needs of high-net-worth clients, as well as corporations. He is responsible for designing and implementing the retirement plans that help our clients to attain the retirement lifestyle to which they aspire. His extensive knowledge in financial planning-retirement, estate planning strategies, education and asset allocation-complements Adam’s experience to ensure that our group provides comprehensive financial planning to meet the needs of all of our high net worth and corporate clients.
Gabe is a member of Morgan Stanley’s 2018 Master’s Club, which recognizes financial advisors with the highest professional standards in addition to excellence in client service. He is a Certified Financial Planner™ Professional and received his Certified Investment Management Analyst® certification from The Wharton School of Business, University of Pennsylvania. Gabe was recently named on the Forbes’ Best-In-State Wealth Advisors List 2022.
Gabe graduated from the University of Vermont with a Bachelor of Arts in Zoology. Prior to his career with Smith Barney he was a Neurobiologist with the National Institutes of Health. Gabe and his wife Aimee, live in Bethesda, MD with their three daughters.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Gabe is a member of Morgan Stanley’s 2018 Master’s Club, which recognizes financial advisors with the highest professional standards in addition to excellence in client service. He is a Certified Financial Planner™ Professional and received his Certified Investment Management Analyst® certification from The Wharton School of Business, University of Pennsylvania. Gabe was recently named on the Forbes’ Best-In-State Wealth Advisors List 2022.
Gabe graduated from the University of Vermont with a Bachelor of Arts in Zoology. Prior to his career with Smith Barney he was a Neurobiologist with the National Institutes of Health. Gabe and his wife Aimee, live in Bethesda, MD with their three daughters.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
Securities Agent: VT, NY, VA, OH, NE, NC, KS, CA, NM, MO, IA, FL, SD, MD, KY, IL, DE, AR, IN, ID, CT, AZ, WV, WI, PR, MT, GA, CO, AL, NJ, LA, WA, MN, DC, NH, MI, ME, MA, UT, PA, OR, OK, NV, RI, TX, TN, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265041
NMLS#: 1265041
About Daniel Chun
Dan focuses on providing comprehensive financial solutions to high net worth individuals and families. He works with clients to understand where they are today financially, where they’d like to go, and leverages the Firm’s intellectual capital and resources to deliver actionable recommendations in order to implement a well-rounded financial plan. He also works extensively with younger investors and helps educate them and advise them as they grow in both their personal and professional lives.
Dan graduated from Amherst College in 2014, where he studied European History and was a four year member of the varsity football program, captaining the team his senior year. He remains actively involved with football, as he coaches for the Maplewood youth football program in Bethesda during the fall and offseason.
Dan graduated from Amherst College in 2014, where he studied European History and was a four year member of the varsity football program, captaining the team his senior year. He remains actively involved with football, as he coaches for the Maplewood youth football program in Bethesda during the fall and offseason.
Securities Agent: CO, ID, MD, DE, CT, UT, TX, TN, NC, LA, IN, CA, AR, SD, PA, KY, KS, DC, VT, OH, ME, AZ, WV, WA, NY, MO, MI, MA, WI, OR, IA, VA, OK, NM, NE, MT, FL, PR, IL, AL, RI, SC, NV, GA, NJ, NH, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1297925
CA Insurance License #: 0M38392
NMLS#: 1297925
CA Insurance License #: 0M38392
Contact Adam T Rorrer
Contact Gabe J Aronson
Contact Daniel Chun
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Maria Tashjian
Private Banker
Isaac Deedon
Planning Associate
About Maria Tashjian
Maria Tashjian is a Private Banker serving Morgan Stanley Wealth Management offices in Maryland.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Maria began her career in financial services in 2006, and joined Morgan Stanley in 2010. Prior to being promoted to Private Banker in 2021, Maria served as the Associate Private Banker supporting Wealth Management offices in Virginia.
Maria is a graduate of the University of Massachusetts, where she received a Bachelor of Science in Management and a Master of Business Administration. She lives in Fairfax, Virginia with her family. Outside of the office, Maria enjoys spending time with her family and volunteering for local community organizations.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Maria began her career in financial services in 2006, and joined Morgan Stanley in 2010. Prior to being promoted to Private Banker in 2021, Maria served as the Associate Private Banker supporting Wealth Management offices in Virginia.
Maria is a graduate of the University of Massachusetts, where she received a Bachelor of Science in Management and a Master of Business Administration. She lives in Fairfax, Virginia with her family. Outside of the office, Maria enjoys spending time with her family and volunteering for local community organizations.
NMLS#: 1500388
About Isaac Deedon
Isaac Deedon is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Isaac provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Northern Arizona University and received the Financial Planning Specialist® designation from the College for Financial Planning. Isaac is originally from Los Angeles, California and currently resides in Tempe, Arizona.
He earned his undergraduate degree from Northern Arizona University and received the Financial Planning Specialist® designation from the College for Financial Planning. Isaac is originally from Los Angeles, California and currently resides in Tempe, Arizona.
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
When 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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
When 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.
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
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Rational Investing in an Age of Uncertainty
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Creating customized financial strategies for the challenges that today’s families face.
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529 Plans: A Powerful Tool to Save for Education
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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
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- Annuities
A Simple Six-Step Retirement Checkup
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
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- Plan Participant Education
Small Business Retirement Plans
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Potomac Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
