Phone:
(914) 225-2535(914) 225-2535
The QAG Group at Morgan Stanley
Direct:
(914) 225-2535(914) 225-2535
Our Mission Statement
To empower clients towards financial prosperity through a foundation of trust, integrity, and personalized expertise. We are committed to understanding their unique aspirations, providing innovative wealth management solutions that safeguard and enhance their financial well-being.
Our Story and Services
Renowned for excellence in wealth management, The QAG Group stands out as a top-tier team specializing in assisting founders and executives navigating liquidity events stemming from mergers and acquisitions. Our acclaim is attributed to an elite service model, featuring comprehensive quarterly reviews, monthly financial planning calls, and insights into the dynamic financial markets.
At the helm of our distinguished team is Anthony Quattrochi, the Senior Advisor, and Co-Founder. His remarkable achievements include being recognized by Forbes as one of "America's Top-Next Generation Wealth Advisors" in both 2022 and 2023. Moreover, he has consistently earned a place in the firm's prestigious "Chairman’s Club" for the past five years, an exclusive group comprising the firm's top financial advisors. Anthony also holds the QPFC (Qualified Plan Financial Consultant) professional designation.
Emphasizing our deliberate choice to limit the number of clients we serve, QAG Group ensures we can provide the meticulous and personalized service that substantial wealth demands and deserves. We take pride in advising clients across a spectrum of financial strategies, including asset and liability management, trust and estate planning, retirement planning services, and facilitating access to cash management and lending solutions.
In Anthony's words, "Our team is privileged to provide attentive and detailed service, addressing the diverse needs of our clients across various facets of financial strategy. Our mission is to serve as the unwavering compass guiding our clients towards financial empowerment and prosperity. Our foundation is built on trust, integrity, and personalized expertise, with a commitment to understanding the unique aspirations and challenges of each individual, family, or organization we have the privilege to serve. Through innovative and strategic wealth management solutions, we aim not only to safeguard and grow our clients' assets but also to enhance their overall financial well-being."
At the helm of our distinguished team is Anthony Quattrochi, the Senior Advisor, and Co-Founder. His remarkable achievements include being recognized by Forbes as one of "America's Top-Next Generation Wealth Advisors" in both 2022 and 2023. Moreover, he has consistently earned a place in the firm's prestigious "Chairman’s Club" for the past five years, an exclusive group comprising the firm's top financial advisors. Anthony also holds the QPFC (Qualified Plan Financial Consultant) professional designation.
Emphasizing our deliberate choice to limit the number of clients we serve, QAG Group ensures we can provide the meticulous and personalized service that substantial wealth demands and deserves. We take pride in advising clients across a spectrum of financial strategies, including asset and liability management, trust and estate planning, retirement planning services, and facilitating access to cash management and lending solutions.
In Anthony's words, "Our team is privileged to provide attentive and detailed service, addressing the diverse needs of our clients across various facets of financial strategy. Our mission is to serve as the unwavering compass guiding our clients towards financial empowerment and prosperity. Our foundation is built on trust, integrity, and personalized expertise, with a commitment to understanding the unique aspirations and challenges of each individual, family, or organization we have the privilege to serve. Through innovative and strategic wealth management solutions, we aim not only to safeguard and grow our clients' assets but also to enhance their overall financial well-being."
Services Include
- Donor Advised Funds
- Long-term Care InsuranceFootnote1
- Planning for Individuals with Special Needs and their Families
- Retirement PlanningFootnote2
- Alternative InvestmentsFootnote3
- 401(k) Rollovers
- Trust ServicesFootnote4
- Corporate Pension Plans
- Business PlanningFootnote5
- Wealth ManagementFootnote6
- Wealth PlanningFootnote7
- UGMA/UTMAFootnote8
- Trust AccountsFootnote9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Comprehensive Financial Planning Services
Financial Health Assessment:
- Tailored financial planning to align with individual client goals and objectives.
- Thorough analysis of current financial status, including assets, liabilities, and income.
- Detailed cash flow management and budgeting strategies.
Retirement Planning:
- Projections and optimization of income for a secure retirement.
- Evaluation of retirement accounts and investment strategies.
Tax-Efficient Wealth Preservation:
- Strategic planning for tax efficiency in wealth preservation.
- Estate planning to minimize tax implications and ensure a smooth wealth transfer.
Insurance Needs Evaluation:
- Comprehensive overview of insurance needs, including life, health, property, and liability coverage.
- Analysis of disability insurance to ensure income protection during unforeseen circumstances.
- Evaluation of long-term care insurance for potential future healthcare needs.
Financial Planning Optimization and Coordination:
- Coordination with legal professionals to review and optimize all facets of the financial plan.
- Collaboration with various providers and professionals for policy adjustments and enhancements.
Dynamic Plan Adjustments:
- Ongoing assessment and adjustment of financial plans to adapt to life changes and market dynamics.
- Regular portfolio reviews and adjustments to align with evolving financial goals.
Proactive Risk Management:
- Implementation of risk management strategies to address potential challenges.
- Capitalization on market opportunities through informed risk assessment.
Client-Centric Collaboration:
- Collaborative approach, ensuring client involvement and understanding throughout the financial planning process.
- Responsive communication and continuous client education on financial decisions.
* To help coordinate the complexities of wealth we will provide consultation services with your attorneys and tax advisors. Morgan Stanley does not provide legal or tax advice.
MORGAN STANLEY FAMILY OFFICE RESOURCES
Morgan Stanley Family Office Resources develops expertise, tools, and networking events that enhance our ability to serve as your Family Office and ultimately act as your personal CFO.
GOVERNANCE & LEGACY
• Family Governance & Wealth Education
• Philanthropy Management
• Strategic Estate & Financial Planning
WEALTH STRATEGIES
• Portfolio Construction
• Insurance Solutions
• Cash Management & Lending
• Trust Services
• Wealth Analytics & Solutions
SIGNATURE ACCESS
• Travel & Concierge Services
• Health & Security Advisory
• Tangible Asset Management
• Financial Administration
• Personal Enrichment
• Single Family Office Advisory
OUR INVESTMENT PHILOSOPHY
Our investment philosophy is anchored in the pursuit of maximizing after-tax, after-fee, risk-adjusted returns. Recognizing that a significant portion of our clientele has already amassed wealth, we prioritize principle preservation. A thorough upfront planning process is integral to ensuring your comfort with the portfolio, facilitating steadfast investment even in times of market stress. Our commitment to providing personalized service is underscored by our efforts to involve you as much as desired in the investment process.
- Utilization of Active & Passive Portfolio Management to Minimize Costs & Maximize Relative Outperformance: Employing a strategic approach, we incorporate passive investments for asset classes where consistent outperformance by active management is challenging. In asset classes with greater efficiency, where outperformance is achievable, we engage with active managers or utilize our own team's proprietary stock strategy. A dedicated team of 75 research analysts conducts rigorous due diligence on all third-party managers we collaborate with and applies stringent risk parameters around proprietary stock strategies.
- Tactical/Opportunistic Asset Allocation: Recognizing the pivotal role of asset allocation in portfolio returns, we rely on Morgan Stanley's Global Investment Committee asset allocation recommendations as a foundational guide. This approach is customized based on your individual needs and our team's collective insights. It stands distinct from market timing, ensuring a judicious commitment to undervalued market opportunities.
- Diversificationwith Alternatives: Diversification extends beyond stocks and bonds to encompass various asset classes. The utilization of the Alternative Investment Asset Class helps reduce volatility and provide a smoother journey for investors. This strategy aims to fortify your portfolio against economic uncertainties witnessed in the past decade. Our experience and access to top-tier managers in sometimes elusive markets contribute to a well-rounded and resilient approach.
- Risk Management / Wealth Protection: Our emphasis on risk management tools is paramount in safeguarding your wealth. Optimization of your portfolio aligns with goal achievement while minimizing risk. Complete transparency in our chosen investments is a hallmark of our approach. Through meticulous planning, we implement a customized portfolio that places a premium on principle preservation, aligning with your goals.
Location
2000 Weschester Avenue
Purchase, NY 10577
US
Direct:
(914) 225-2535(914) 225-2535
Meet The QAG Group
Phone:
(914) 225-2575(914) 225-2575
Phone:
(914) 225-1488(914) 225-1488
About Me
Anthony is a seasoned financial advisor and portfolio manager with a career that commenced just prior to the challenging times of the financial crisis. His professional journey began at Morgan Stanley, and later, he transitioned to Merrill Lynch before co-founding QAG Group. In 2023, Anthony made the strategic decision to bring his team back to Morgan Stanley, offering his clients a comprehensive and robust range of financial services.
Specializing in working with Founders and C-Level executives who have undergone liquidity events resulting from mergers and acquisitions, the QAG Group focuses on providing tax-efficient strategies. The team also extends its expertise to advising clients on trust and estate planning, legacy formation and transfer, education planning, as well as offering diverse lending and liquidity options.
A firm believer that successful relationships start with an exploratory conversation, Anthony and the QAG Wealth Management Group take immense pride in delivering unwavering dedication to each client's financial well-being.
Family holds a paramount place in Anthony's life, serving as a constant source of inspiration that propels him to strive harder every day. He shares life's experiences with his wife, Jessica, as they both pursue balance in a society often devoid of it. Beyond work commitments, Anthony cherishes moments spent with his wife and their three wonderful boys, Grayson, Liam, and Henry.
In those rare moments reserved for personal enrichment, Anthony indulges in physical challenges. Whether it's cycling, running, or boxing, he finds fulfillment in activities that allow him to compete and connect with peers.
Specializing in working with Founders and C-Level executives who have undergone liquidity events resulting from mergers and acquisitions, the QAG Group focuses on providing tax-efficient strategies. The team also extends its expertise to advising clients on trust and estate planning, legacy formation and transfer, education planning, as well as offering diverse lending and liquidity options.
A firm believer that successful relationships start with an exploratory conversation, Anthony and the QAG Wealth Management Group take immense pride in delivering unwavering dedication to each client's financial well-being.
Family holds a paramount place in Anthony's life, serving as a constant source of inspiration that propels him to strive harder every day. He shares life's experiences with his wife, Jessica, as they both pursue balance in a society often devoid of it. Beyond work commitments, Anthony cherishes moments spent with his wife and their three wonderful boys, Grayson, Liam, and Henry.
In those rare moments reserved for personal enrichment, Anthony indulges in physical challenges. Whether it's cycling, running, or boxing, he finds fulfillment in activities that allow him to compete and connect with peers.
Securities Agent: OH, MO, FL, DE, NV, MT, CA, UT, MD, TX, TN, PA, NY, CT, CO, AZ, VA, ME, IL, VT, SC, GA, NJ, WI, OR, MA, NC, ID, IA, WA, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 1462798
NMLS#: 1462798
About Dominick Abitino
Dominick is a seasoned financial advisor with over two decades of experience in banking and financial guidance. His journey began with the successful navigation of two start-ups, showcasing his entrepreneurial prowess. He brings extensive knowledge of real estate holdings and transactions, adding depth to his multifaceted career.
After relocating to New York in 2012, Dominick joined Merrill Lynch, where he co-founded QAG Group. In 2023, recognizing strategic opportunities, he led his team to Morgan Stanley, presenting his clients with an expansive suite of financial services marked by comprehensiveness and robustness.
Drawing from his background in steering successful start-ups, Dominick assumes a leadership role in the teams business structure and heads business development. Specializing in assisting Founders and C-Level executives navigating liquidity events from mergers and acquisitions, the QAG Group excels in providing tax-efficient strategies. Additionally, the team offers expert advice on trust and estate planning, legacy formation and transfer, education planning, and a spectrum of lending and liquidity options.
Dominick firmly believes in the power of exploratory conversations as the foundation for successful client relationships. This philosophy, coupled with the unwavering dedication, provided by QAG Group, ensures each client's financial well-being is prioritized.
Family remains a cornerstone in Dominick's life, serving as an ever-present source of inspiration. His wife, Jennifer, joins him in the pursuit of balance within a society that often challenges it. Beyond professional commitments, Dominick treasures moments with his wife and their three children, Joseph, Christian, and Grace.
In rare moments dedicated to personal enrichment, Dominick finds joy in coaching soccer, avidly following sports, and indulging in family vacations. These diverse interests contribute to the well-rounded and dynamic approach that Dominick brings to both his professional and personal spheres.
After relocating to New York in 2012, Dominick joined Merrill Lynch, where he co-founded QAG Group. In 2023, recognizing strategic opportunities, he led his team to Morgan Stanley, presenting his clients with an expansive suite of financial services marked by comprehensiveness and robustness.
Drawing from his background in steering successful start-ups, Dominick assumes a leadership role in the teams business structure and heads business development. Specializing in assisting Founders and C-Level executives navigating liquidity events from mergers and acquisitions, the QAG Group excels in providing tax-efficient strategies. Additionally, the team offers expert advice on trust and estate planning, legacy formation and transfer, education planning, and a spectrum of lending and liquidity options.
Dominick firmly believes in the power of exploratory conversations as the foundation for successful client relationships. This philosophy, coupled with the unwavering dedication, provided by QAG Group, ensures each client's financial well-being is prioritized.
Family remains a cornerstone in Dominick's life, serving as an ever-present source of inspiration. His wife, Jennifer, joins him in the pursuit of balance within a society that often challenges it. Beyond professional commitments, Dominick treasures moments with his wife and their three children, Joseph, Christian, and Grace.
In rare moments dedicated to personal enrichment, Dominick finds joy in coaching soccer, avidly following sports, and indulging in family vacations. These diverse interests contribute to the well-rounded and dynamic approach that Dominick brings to both his professional and personal spheres.
Securities Agent: CT, FL, GA, ID, IL, MA, MD, ME, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, VT, WA, WI, SC, DE, AZ, CA, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1463729
NMLS#: 1463729
About Lauren Gunthner
Lauren is a financial advisor and partner with The QAG Group at Morgan Stanley. Her journey with Anthony & Dominick began in 2017 when she joined Merrill Lynch in Rockefeller Center, Manhattan.
Emphasizing a holistic approach, Lauren believes in building wealth management relationships beyond portfolio management. Her focus centers on financial planning, considering it the foundation of every client relationship. Tailoring her approach to each client's goals and financial background, Lauren has developed a comprehensive & proprietary financial planning process. This encompasses lending, college education planning, social security benefits, Medicare, budgeting, portfolio analysis and risk management.
Specializing in tax-efficient estate planning strategies, Lauren also leverages her expertise in trusts, life insurance, long-term care, and legacy planning. She collaborates closely with specialists at Morgan Stanley to ensure clients benefit from the firm's best resources for recommendations.
Lauren holds a Bachelor of Science in Finance, with a concentration in value investing from Fordham University. Beyond her professional endeavors, she remains actively involved with Fordham, volunteering with the Professional Development department at the Gabelli School of Business to mentor undergraduate students in the wealth management field.
Residing in Brookfield, Connecticut, Lauren enjoys an active lifestyle, including kickboxing and boating. Her commitment to both professional excellence and community involvement defines her as a dedicated and well-rounded financial advisor.
Emphasizing a holistic approach, Lauren believes in building wealth management relationships beyond portfolio management. Her focus centers on financial planning, considering it the foundation of every client relationship. Tailoring her approach to each client's goals and financial background, Lauren has developed a comprehensive & proprietary financial planning process. This encompasses lending, college education planning, social security benefits, Medicare, budgeting, portfolio analysis and risk management.
Specializing in tax-efficient estate planning strategies, Lauren also leverages her expertise in trusts, life insurance, long-term care, and legacy planning. She collaborates closely with specialists at Morgan Stanley to ensure clients benefit from the firm's best resources for recommendations.
Lauren holds a Bachelor of Science in Finance, with a concentration in value investing from Fordham University. Beyond her professional endeavors, she remains actively involved with Fordham, volunteering with the Professional Development department at the Gabelli School of Business to mentor undergraduate students in the wealth management field.
Residing in Brookfield, Connecticut, Lauren enjoys an active lifestyle, including kickboxing and boating. Her commitment to both professional excellence and community involvement defines her as a dedicated and well-rounded financial advisor.
Securities Agent: GA, AZ, OH, NV, MD, UT, FL, DE, NJ, IL, WI, MT, RI, MO, ME, VA, CT, CO, SC, NC, MA, ID, WA, TX, PA, OR, NY, AL, VT, TN, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1822328
NMLS#: 1822328
Contact Anthony Quattrochi
Contact Dominick Abitino
Contact Lauren Gunthner
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
Marianne Murphy
Private Banker
Dominique Hicks, CFP®
Financial Planning Director, Vice President
Chris Reardon
Planning Associate
Angelo Loumbas
Family Office Resource Generalist
About Marianne Murphy
Marianne Murphy is a Private Banker serving Morgan Stanley Wealth Management offices in New York and Connecticut.
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.
Marianne began her career in financial services in 2015, and joined Morgan Stanley in 2018 as an Associate Private Banker in NY PWM. Prior to joining the firm, she was a Commercial Credit Underwriting Officer at BNB Bank.
Marianne is a graduate of the Saint Francis College, where she received a Bachelor of Science in Economics and Finance. She lives in Brooklyn, New York with her husband. Outside of the office, Marianne enjoys playing Softball for the Brooklyn Pickles and is always catching the latest released movies. She dedicates time to causes close to her, the Alzheimer’s Association, JDRF & Covenant House.
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.
Marianne began her career in financial services in 2015, and joined Morgan Stanley in 2018 as an Associate Private Banker in NY PWM. Prior to joining the firm, she was a Commercial Credit Underwriting Officer at BNB Bank.
Marianne is a graduate of the Saint Francis College, where she received a Bachelor of Science in Economics and Finance. She lives in Brooklyn, New York with her husband. Outside of the office, Marianne enjoys playing Softball for the Brooklyn Pickles and is always catching the latest released movies. She dedicates time to causes close to her, the Alzheimer’s Association, JDRF & Covenant House.
NMLS#: 1732135
About Dominique Hicks
Dominique Hicks is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Western Long Island, New York. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Dominique began her career in financial services in 2015 and joined Morgan Stanley in 2022. Prior to her current position, she acquired a great deal of acclamation & recognition for her work in Private Client and Small Business at JP Morgan Chase Bank. She continued to grow as a resource and joined Merrill Lynch later as a Financial Advisor.
Dominique graduated from SUNY Old Westbury with a bachelor’s in accounting and holds her Certified Financial Planner® designation. Dominique lives in Stony Brook, NY and cherishes spending time with her loved ones. She is a loving mother of two, adores practicing yoga with her kids and volunteers as a mentor for young college women.
Dominique began her career in financial services in 2015 and joined Morgan Stanley in 2022. Prior to her current position, she acquired a great deal of acclamation & recognition for her work in Private Client and Small Business at JP Morgan Chase Bank. She continued to grow as a resource and joined Merrill Lynch later as a Financial Advisor.
Dominique graduated from SUNY Old Westbury with a bachelor’s in accounting and holds her Certified Financial Planner® designation. Dominique lives in Stony Brook, NY and cherishes spending time with her loved ones. She is a loving mother of two, adores practicing yoga with her kids and volunteers as a mentor for young college women.
About Chris Reardon
Chris Reardon is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various alternatives and their potential outcomes to help clients confidently choose the appropriate course of action. Chris 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 Pace University and received the Financial Planning Specialist® designation from the College for Financial Planning. Chris is originally from New York, NY and currently resides in New York, NY.
He earned his undergraduate degree from Pace University and received the Financial Planning Specialist® designation from the College for Financial Planning. Chris is originally from New York, NY and currently resides in New York, NY.
About Angelo Loumbas
Angelo is the Family Office Resources Generalist for Family Office Resources in the New York Metro and New England regions. Angelo provides specialized knowledge to ultra-high net worth clients and their Morgan Stanley Financial Advisors across a broad range of family wealth management issues, including family governance/dynamics, wealth education, strategic estate and financial planning, philanthropy management, lifestyle advisory and customized asset allocation and portfolio construction. Angelo has over twenty-five years experience advising wealthy families, business owners, and philanthropic organizations.
Originally from Chicago, Angelo practiced law for 15 years and represented ultra-high net worth clients and the businesses they owned, as well as major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.
Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised wealthy clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist within Family Office Resources in Chicago, and finally as a Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.
Originally from Chicago, Angelo practiced law for 15 years and represented ultra-high net worth clients and the businesses they owned, as well as major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.
Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised wealthy clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist within Family Office Resources in Chicago, and finally as a Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.
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
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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
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The QAG Group today.
1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
7Morgan 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.
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.
8Morgan 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.
9Morgan 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.
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:
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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.
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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.
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Awards Disclosures
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
7Morgan 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.
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.
8Morgan 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.
9Morgan 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.
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Awards Disclosures
CRC 6491812 (04/2024)
