Phone:
(212) 230-3671(212) 230-3671
The Priolo Group at Morgan Stanley
Direct:
(212) 230-3671(212) 230-3671
Toll-Free:
(800) 843-0211(800) 843-0211
Our Mission Statement
Helping you bring your vision of the future to life.
My Value Proposition
The key to managing your wealth and achieving your vision of the future is balancing everything that’s important to you—your family, your career or business, and your legacy. With so many responsibilities and competing priorities, you need a plan and an advisor who has the knowledge, resources and relationships to help you bring that plan to life.
As your Financial Advisor, I leverage my professional and personal experience—along with the capabilities and insights of one of the world’s leading financial firms—to help architect the future you envision for yourself and your family. My goal is to assist you in developing a roadmap that encompasses lifestyle planning, risk management, liability management and portfolio management in a comprehensive long-term plan that incorporates and anticipates life’s events, both the expected and the unforeseen.
Having lived and, ultimately, thrived through some of life’s most challenging chapters—caring for a chronically ill family member, the loss of a spouse, single motherhood and widowhood—I understand how to help solve problems while maintaining a positive outlook. Whether it’s navigating choppy waters in the markets or helping you cope with a difficult transition, I strive to bring confidence to your life and clarity to your financial future.
Whatever your goals are—growing your business, paying for a child’s education, preparing for a comfortable retirement, planning your legacy—I am here to help educate, empower and execute the strategies and solutions necessary to realize them.
As your Financial Advisor, I leverage my professional and personal experience—along with the capabilities and insights of one of the world’s leading financial firms—to help architect the future you envision for yourself and your family. My goal is to assist you in developing a roadmap that encompasses lifestyle planning, risk management, liability management and portfolio management in a comprehensive long-term plan that incorporates and anticipates life’s events, both the expected and the unforeseen.
Having lived and, ultimately, thrived through some of life’s most challenging chapters—caring for a chronically ill family member, the loss of a spouse, single motherhood and widowhood—I understand how to help solve problems while maintaining a positive outlook. Whether it’s navigating choppy waters in the markets or helping you cope with a difficult transition, I strive to bring confidence to your life and clarity to your financial future.
Whatever your goals are—growing your business, paying for a child’s education, preparing for a comfortable retirement, planning your legacy—I am here to help educate, empower and execute the strategies and solutions necessary to realize them.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Suite of Services
As your wealth grows, so does its complexities and the resources needed to manage it effectively. We leverage our experience and relationships to deliver innovative strategies that are tailored to your needs. We look forward to speaking with you to understand your challenges, so we may map out a strategy to help achieve your particular priorities and goals.
Wealth Management
Wealth Management brings all the dimensions of your life together. We listen carefully to understand the connections across your personal life, your family, your career and your legacy goals to develop a comprehensive strategy that is uniquely yours.
Retirement Planning
One of our key areas of focus is helping you prepare for and thrive in retirement. From IRAs to RMDs, we manage the complexities of your comprehensive retirement plan assets, helping you easily transition to the next phase of your life with security and confidence.
Professional Portfolio Management
Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, we create a customized strategy that applies long-held investment principles to help your assets appreciate appropriately, generate cash-flow or create income as you require.
Business Planning
Focusing on the factors that make a difference in your business —from your perspective on ownership, control and liquidity, to the key challenges and opportunities you may face.
Estate Planning & Philanthropic Strategies
Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset titling and beneficiary designation requirements, incorporating best practices to enhance results.
Cash Management Services
Creating adequate cash flow and securing liquidity are the day-to-day aspects of implementing a financial strategy. We help you meet your personal cash management and borrowing needs, while thinking strategically about how specific approaches may affect current and long-term costs and taxes.
Modern Tools For Modern Clients
We provide our clients with some of the most comprehensive digital tools in the industry. Additionally, the firm strives to ensure that the platforms our clients use are safe, fast and flexible. Here are a few technologies we have to offer our clients.
Morgan Stanley Online & Mobile App
Seamlessly and securely manage your investments and everyday finances in one place with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
Learn About Our Planning Tools
Financial Management Tools
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link you non-Morgan Stanley accounts and analyze your cash flow all in one place.
Learn More About Financial Management Tools
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows for easy sharing and convenient access to life’s most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
Learn More About Digital Vault
eDelivery
eDelivery, allows you to securely save, print, send, and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.
Learn More More About eDeliveryInvestment Insight From Our Desk To Yours
We hold a firm belief in the education of our clients as well as providing access to insight from the breadth of Morgan Stanley. Check here regularly to stay up-to-date and please call us if you'd like to discuss.
How to Prepare to Sell a Business
Selling a business should be the reward for years of entrepreneurial savvy and hard work. Here’s how to make the process go smoothly.
Read the Article
Financial Planning After Divorce or Death
Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.
Read the ArticleTax-Aware Strategies for Your Wealth Plan
The tax decisions you make today can help you save for years to come. Use these resources and ideas to help you get started.
Check the Resources2025 Federal Tax Tables
This document outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View 2025 Tax Tables
Morgan Stanley Ideas Podcast
Bringing you revealing stories about the world of business, finance, technology and beyond.
Listen to the PodcastsStrategic Partners
Sharon M Cunningham, CFP®
The Priolo Group is proud to partner with Sharon Cunningham. Sharon has dedicated her entire career to providing highly customized life stage financial planning and investment growth strategies to individuals, families, organizations and nonprofits. Her approach includes a thorough planning process and a commitment to providing outstanding service and advice delivered with passion and integrity.
Kenneth Sundberg, CFP®
The Priolo Group is proud to partner with Kenneth Sundberg. Ken is a First Vice President and Financial Advisor with The Cunningham Group at Morgan Stanley. He joined Morgan Stanley in 2001 and has dedicated his career to helping individuals, families, and organizations achieve and maintain their financial success. Ken is committed to long-term relationships, striving to always deliver exceptional client service. He listens carefully to his clients’ values and concerns, and works tirelessly to implement customized wealth management plans that match their specific goals and tolerance for risk.
Lauren Gillooly Kemp, CAP®
The Priolo Group is proud to partner with Lauren Gillooly Kemp. Lauren is a Financial Advisor with The Cunningham Group at Morgan Stanley. An All-American athlete and former Teach for America educator, Lauren understands the value of a supportive team in the pursuit of ambitious goals and is passionate about helping to empower clients with the financial knowledge and resources that they need to prepare for, and seamlessly navigate through, significant life events. Lauren leverages her life experiences to help keep clients persevering toward their goals when markets become challenging and is proficient at describing market events – and complex financial topics -- in ways they can easily understand and relate to.
Bradley A. Marks
The Priolo Group is proud to partner with Bradley Marks. Bradley is a Senior Vice President at Morgan Stanley Private Wealth Management, focusing on equity, fixed income and estate planning strategies for high net worth individuals and families. He works directly with Morgan Stanley’s capital markets desk and various external resources in order to help create customized asset allocation strategies. Bradley has worked with the Edelman Group and its clients for over 11 years. His role also includes executing the team’s customized Portfolio Management strategies, structured investments, alternative investments and working closely with the Insurance Brokerage Team during the entire underwriting process.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 230-3671(212) 230-3671
Toll-Free:
(800) 843-0211(800) 843-0211
Meet The Priolo Group
Robert J Priolo
Senior Vice President, Financial Advisor
Phone:
(212) 230-3670(212) 230-3670
About Annamarie L Priolo
A member of the Private Wealth Management group of Morgan Stanley for over 24 years, Annamarie Priolo McGannon is a CERTIFIED FINANCIAL PLANNER™, a designation that reflects her commitment to upholding clients' best interests. Annamarie’s passion and positivity help her build deep, personal connections with her clients, who rely on her for guidance on virtually all aspects of their financial lives.
Together with her team, Annamarie focuses on comprehensive financial planning, business strategy and financing, retirement consulting, education planning, tax-efficient investment and estate planning strategies, charitable planning, lending services, insurance consultation and customized portfolio management. She also works with clients and their tax and legal advisors in areas such as special needs planning, matrimonial planning, next generation planning and transition planning for widows and widowers.
Prior to joining Morgan Stanley in 2000, Annamarie worked as a financial adviser in the bankruptcy and corporate restructuring group of law firm Lowenstein Sandler, P.C., where she gained extensive knowledge of fixed income and liability management.
Annamarie graduated with honors from Lafayette College in 1999 and has done post graduate work at the Wharton School of the University of Pennsylvania for Certified Financial Planning. Annamarie currently resides in Chatham, New Jersey with her husband and three children, William, Jack and Julia.
2021-2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22.
Source: Forbes (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22
Together with her team, Annamarie focuses on comprehensive financial planning, business strategy and financing, retirement consulting, education planning, tax-efficient investment and estate planning strategies, charitable planning, lending services, insurance consultation and customized portfolio management. She also works with clients and their tax and legal advisors in areas such as special needs planning, matrimonial planning, next generation planning and transition planning for widows and widowers.
Prior to joining Morgan Stanley in 2000, Annamarie worked as a financial adviser in the bankruptcy and corporate restructuring group of law firm Lowenstein Sandler, P.C., where she gained extensive knowledge of fixed income and liability management.
Annamarie graduated with honors from Lafayette College in 1999 and has done post graduate work at the Wharton School of the University of Pennsylvania for Certified Financial Planning. Annamarie currently resides in Chatham, New Jersey with her husband and three children, William, Jack and Julia.
2021-2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded 2021-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22.
Source: Forbes (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22
Securities Agent: LA, MN, TN, PA, MT, GA, FL, CA, NY, NM, TX, VT, MD, DC, CO, NJ, MA, OH, NC, IN, CT, VA, SC, NV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1288136
CA Insurance License #: 0H85845
NMLS#: 1288136
CA Insurance License #: 0H85845
About Robert J Priolo
Robert Priolo lends over 40 years of experience to the holistic practice of wealth management of developing a road map for each client that encompasses lifestyle planning, risk management, liability management and portfolio management in a long-term plan that incorporates life’s events— expected and unexpected. Having started his career in 1969 with the firm of Hirsch & Company, Bob has lived through 9 mergers with the firm that is now Morgan Stanley, where he has been in the Director’s Council, through most of his esteemed career. While with Shearson Lehman, Robert was instrumental in building the Credit Derivative Swap desk since he focused on institutions seeking to enhance portfolio returns using an option overlay strategy aimed at hedging interest rate movements. After several decades in that area of practice, in 2004, Bob joined Annamarie’s team as the need grew for experience in hedging and monetization, options and commodities strategies and custom portfolio management. A member of the firm’s Portfolio Management Group, Bob plays an instrumental role in researching and trading in the team’s 3 customized portfolios: the growth fund, the Dividend and Income fund and the Deep Discount fund. Bob serves on the financial advisory committees to organizations close to him, Mount Saint Dominic Academy where his three daughters attended high school, the Cerebral Palsy Center in Clifton, NJ and the Felician School for Exceptional Children where his son was an attendee. Bob was a Third Class Petty Officer Electronic Technician with the US Navy serving in the Vietnam War, a winner of the Scholastic Key for Excellence in Political Science and a graduate of St. Johns University with a B.S. in Political Science. Bob resides with his wife, Tina, of 39 years in Clifton, NJ.
Securities Agent: OH, SC, TX, VA, VT, WA, PA, TN, DC, CT, IN, CO, CA, FL, LA, MA, MD, MN, MT, NC, NJ, NM, NV, NY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1255510
NMLS#: 1255510
Contact Annamarie L Priolo
Contact Robert J Priolo
Wealth Management
From Our Team
The Priolo Group One Pager
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 Priolo 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 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5When 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.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5When 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.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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)
