Steven Reegler, CFP®, CFA®
Senior Vice President, Wealth Advisor, Portfolio Management Director
Phone:
(415) 693-6081(415) 693-6081
The Reegler, Taylor, Harris Group at Morgan Stanley
Steven Reegler, CFP®, CFA®Patrick Taylor, CFP®Jeannette McCabe Harris, CFP®Mark Elliott Harris, CPM®Cole AdaskavegJacqueline HarrisTricia TsuiBelen Tompkins
Direct:
(415) 693-6170(415) 693-6170
Our Mission Statement
To deliver top-quality investment advice and sound financial planning, with meticulous attention to detail and exceptional service to a select group of individuals and families.
Our Story & Services
The Reegler, Taylor, Harris Group has for decades centered our efforts around putting the interests of our clients first and doing whatever we can to make the high-net-worth individuals and families we serve confident in their financial well-being. We believe the best outcomes occur when we form a collaborative relationship and become the main resource for every aspect of your financial life. We are dedicated to your success, whether it be helping you to formulate your goals, sharing our market insights and instilling discipline during turbulent periods, or assisting a family member with a financial challenge. Developing client relationships, which often go well beyond money matters, are the most rewarding part of what we do.
Our training, experience and service commitment enable us to utilize all the tools at our disposal to meet your needs. These tools include sophisticated financial planning and investment management capabilities that leverage the unparalleled resources of The Reegler-Taylor Team at Morgan Stanley. Gaining access to your complete financial picture and taking the time to understand your aspirations allows us to develop tailored solutions in line with your long-term objectives. Depending on your life stage, we can expand our planning to encompass multiple generations and formulate legacy strategies to provide for your extended family.
We embrace the concept of “investment excellence” and seek to deliver the best possible results for you across all market cycles. Our investment process starts with identifying a strategic asset allocation that considers not only your goals and risk tolerance but also your personal values and impact goals for your wealth. Asset allocation models draw on the insights of Morgan Stanley’s Global Investment Committee and are adjusted to accommodate your specific needs and to take advantage of market conditions. We can tilt your portfolio toward long-term wealth accumulation or protection depending on your preferences, managing for growth and income as well as tax efficiency while embracing diversification to control risk.
Our training, experience and service commitment enable us to utilize all the tools at our disposal to meet your needs. These tools include sophisticated financial planning and investment management capabilities that leverage the unparalleled resources of The Reegler-Taylor Team at Morgan Stanley. Gaining access to your complete financial picture and taking the time to understand your aspirations allows us to develop tailored solutions in line with your long-term objectives. Depending on your life stage, we can expand our planning to encompass multiple generations and formulate legacy strategies to provide for your extended family.
We embrace the concept of “investment excellence” and seek to deliver the best possible results for you across all market cycles. Our investment process starts with identifying a strategic asset allocation that considers not only your goals and risk tolerance but also your personal values and impact goals for your wealth. Asset allocation models draw on the insights of Morgan Stanley’s Global Investment Committee and are adjusted to accommodate your specific needs and to take advantage of market conditions. We can tilt your portfolio toward long-term wealth accumulation or protection depending on your preferences, managing for growth and income as well as tax efficiency while embracing diversification to control risk.
Services Include
- Financial PlanningFootnote1
- Retirement PlanningFootnote2
- Wealth ManagementFootnote3
- Sustainable InvestingFootnote4
- 401(k) Rollovers
- Business Succession PlanningFootnote5
- Professional Portfolio ManagementFootnote6
- Cash Management and Lending ProductsFootnote7
- Planning for Education FundingFootnote8
- Qualified Retirement PlansFootnote9
- Estate Planning StrategiesFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WHY WORK WITH US
As a client, we will be your persistent advocate, proactively responding to your current and changing needs and sharing our knowledge of capital markets to keep you informed about what is happening in the world and how that could impact your wealth.
- Affluent Individuals and Multi-Generational Families
- Founders and Private Business Owners
- Senior Executives
- Divorcees and Widows/Widowers
- Foundations and Endowments
- 2023-2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/22-12/31/24.
- 2023-2025 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2023, 2024, 2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in June of year prior to issuance of the award.
- 2023 Top Next-Gen Wealth Advisors Best-in-State Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
1. Discovery Process
Our relationship starts with a wide-ranging discovery process covering your investments, cash, and insurance holdings, as well as trusts, real estate, and business interests.
2. Develop a Personalized Plan
We develop a personalized financial plan for your assets, strategies to efficiently manage your liabilities and supporting solutions to achieve your short and long-term goals.
3. Expanding Relationship
As our work together expands and the relationship deepens, many of our clients choose us as their primary financial advisor, giving us full transparency into their financial lives. In this role, we are best positioned to truly focus on you, serving as your single source for information and guidance. We believe honesty and integrity are essential to a successful financial partnership and treating you as family is our overriding priority.
4. Our Mission
The team's senior member, Steven Reegler, has been consistently recognized over the years by Morgan Stanley for maintaining high standards in his client relationships and this focus on excellence remains our constant emphasis. You will also notice our meticulous attention to detail and commitment to frequent, one-on-one communications. We strive to provide you with financial peace of mind so that you can pursue your passions.
WHO WE WORK WITH
AWARDS
Upcoming Events & Newsletters
Tax Efficient Investing
Integrate tax considerations into your investment strategy throughout the year
Click here to learn more
Charitable Giving
A smart way to give to causes and charities you care about.
Click here to learn moreFirm Resources
Morgan Stanley provides clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
Tax Planning
Understand your guide to tax-efficient planning. Learn about tax rates, education and health savings account limits, retirement contribution and deduction limits, among other information.
Click here to learn more
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Click here to learn more
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Click here to listen
Investment Research
Through timely, in-depth analysis of companies, industries, markets, and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Click here to learn more
Cybersecurity
At Morgan Stanley, safeguarding your assets and personal information is our top priority. We proactively defend our systems and monitor the threat landscape to help anticipate issues before they arise and respond appropriately when they do.
Click here to learn more
Morgan Stanley Online (MSO)
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
Click here to learn more- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
Location
101 California St 23rd
Fl
San Francisco, CA 94111
US
Direct:
(415) 693-6170(415) 693-6170
Meet The Reegler, Taylor, Harris Group
Patrick Taylor, CFP®
Senior Vice President, Financial Advisor
Phone:
(415) 693-6783(415) 693-6783
Jeannette McCabe Harris, CFP®
Senior Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
Phone:
(415) 984-6761(415) 984-6761
Mark Elliott Harris, CPM®
First Vice President, Financial Advisor, Portfolio Manager
Phone:
(415) 984-6762(415) 984-6762
Phone:
(415) 693-6021(415) 693-6021
Jacqueline Harris
Financial Advisor, Financial Planning Specialist
Phone:
(415) 693-6303(415) 693-6303
Tricia Tsui
Wealth Management Analyst
Phone:
(415) 693-6170(415) 693-6170
Belen Tompkins
Registered Client Service Associate
Phone:
(415) 984-6756(415) 984-6756
About Steven Reegler
With decades of dedicated service at Morgan Stanley, Steven Reegler has continually adapted his approach to financial management, focusing on delivering unparalleled financial planning and advisory services tailored to affluent clients. From humble beginnings, putting himself through college and building his practice from the ground up, Steven embodies the ethos of hard work and determination. His unwavering commitment to helping clients achieve financial well-being has been the cornerstone of his career.
As a Chartered Financial Analyst® and a Senior Portfolio Manager, Steven possesses a profound understanding of the intricate dynamics of financial markets. His experience extends across various asset classes, including stocks, bonds, and alternative investments, allowing him to craft meticulously designed investment portfolios designed to balance risk and return to help meet the unique needs of each client.
Furthermore, Steven is a CERTIFIED FINANCIAL PLANNER , equipped with comprehensive knowledge spanning all facets of high net-worth wealth management. From devising comprehensive financial plans to optimizing cash flow strategies, Steven's proficiency helps him navigate complex financial landscapes with finesse.
Steven holds a Bachelor of Science degree in finance from the University of Florida, Gainesville, Florida, where he laid the foundation for his illustrious career. Outside of his professional endeavors, Steven resides in the Noe Valley neighborhood of San Francisco with his life partner and beloved cat. He is deeply passionate about animal welfare and environmental conservation, actively supporting organizations such as the SPCA and various environmental causes. In his leisure time, Steven enjoys spending time outdoors, whether it's sailing, hiking, or cycling, finding solace and inspiration amidst nature's beauty. An avid reader, he relishes the opportunity to delve into thought-provoking literature, enriching his perspective and fueling his intellectual curiosity.
As a Chartered Financial Analyst® and a Senior Portfolio Manager, Steven possesses a profound understanding of the intricate dynamics of financial markets. His experience extends across various asset classes, including stocks, bonds, and alternative investments, allowing him to craft meticulously designed investment portfolios designed to balance risk and return to help meet the unique needs of each client.
Furthermore, Steven is a CERTIFIED FINANCIAL PLANNER , equipped with comprehensive knowledge spanning all facets of high net-worth wealth management. From devising comprehensive financial plans to optimizing cash flow strategies, Steven's proficiency helps him navigate complex financial landscapes with finesse.
Steven holds a Bachelor of Science degree in finance from the University of Florida, Gainesville, Florida, where he laid the foundation for his illustrious career. Outside of his professional endeavors, Steven resides in the Noe Valley neighborhood of San Francisco with his life partner and beloved cat. He is deeply passionate about animal welfare and environmental conservation, actively supporting organizations such as the SPCA and various environmental causes. In his leisure time, Steven enjoys spending time outdoors, whether it's sailing, hiking, or cycling, finding solace and inspiration amidst nature's beauty. An avid reader, he relishes the opportunity to delve into thought-provoking literature, enriching his perspective and fueling his intellectual curiosity.
Securities Agent: KY, OH, NY, NJ, CO, UT, PR, NM, NH, FL, DC, CA, VT, VA, TX, OR, MT, DE, AR, AL, WY, CT, MD, IL, MO, HI, RI, MI, KS, ID, IA, GA, MN, SC, PA, NV, IN, AZ, WA, TN, NC, MA, LA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1295692
NMLS#: 1295692
About Patrick Taylor
Patrick Taylor applies over 11 years of financial planning and wealth management experience to help families with their money. As a CERTIFIED FINANCIAL PLANNER, Patrick uses his experience to create custom financial plans and targeted investment strategies for our clients. A deep interest in the global economy and financial markets attracted Patrick to the financial industry, but the connections developed with clients have been the most fulfilling aspect of his career. The trust placed in Patrick motivates him to always go the extra mile to solve a problem or make sure a client has the answer they need, leading to relationships that are as much personal as professional. Prior to joining Morgan Stanley in 2013, he was a Financial Consultant at AXA Advisors in San Francisco with a focus on life and long-term care insurance, estate planning and executive compensation plans. Patrick earned a B.A. in communications and media studies from Cal Poly, San Luis Obispo. A California native and Bay area local, he lives in San Francisco with his wife, Jennifer. Outside of work, Patrick and Jennifer like to spend time with their families and take advantage of Northern California’s great
outdoors, swimming and camping in the summer and hitting the slopes in the winter. Patrick loves dogs and enjoys unwinding with his terrier as well as supporting the San Francisco SPCA.
outdoors, swimming and camping in the summer and hitting the slopes in the winter. Patrick loves dogs and enjoys unwinding with his terrier as well as supporting the San Francisco SPCA.
Securities Agent: NC, KY, FL, AZ, SC, KS, WI, MA, AR, NM, CT, CA, AL, UT, HI, GA, CO, NY, NH, MN, WY, NJ, MD, IL, WA, VT, PR, IN, IA, DC, VA, TX, OH, MT, ID, DE, OR, MO, MI, LA, RI, PA, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1694662
NMLS#: 1694662
About Jeannette McCabe Harris
Jeannette has been helping individuals and families with all their financial needs for over 35 years. She works with senior executives and wealthy families, helping them plan and manage all aspects of their wealth.
As a CERTIFIED FINANCIAL PLANNER, her focus is to simplify the planning process. She is committed to developing a roadmap to help address complex wealth management challenges and to simplify their financial life.
Her approach is not a one-time process, but rather an ongoing relationship. She believes as her clients lives evolve, markets and laws shift, and priorities change, planning requires vigilance and flexibility to achieve and maintain financial goals. She strives to serve all as a dedicated, non-biased financial confidante.
She holds a Bachelor of Science in Economics from The University of the Pacific. Having been orphaned at age 16, she learned to take care of my own finances at a very young age. She chose this career so she could help others with her own hands-on experience and knowledge.
Outside of the office she enjoys interior design, cooking, tennis, pickleball, hiking and skiing.
As a CERTIFIED FINANCIAL PLANNER, her focus is to simplify the planning process. She is committed to developing a roadmap to help address complex wealth management challenges and to simplify their financial life.
Her approach is not a one-time process, but rather an ongoing relationship. She believes as her clients lives evolve, markets and laws shift, and priorities change, planning requires vigilance and flexibility to achieve and maintain financial goals. She strives to serve all as a dedicated, non-biased financial confidante.
She holds a Bachelor of Science in Economics from The University of the Pacific. Having been orphaned at age 16, she learned to take care of my own finances at a very young age. She chose this career so she could help others with her own hands-on experience and knowledge.
Outside of the office she enjoys interior design, cooking, tennis, pickleball, hiking and skiing.
Securities Agent: IA, WA, NV, ID, PR, OR, MD, IL, GA, DE, CT, CO, VT, WY, AZ, PA, MI, MA, KY, VA, MO, LA, FL, DC, AL, SC, NY, NJ, NH, MT, MN, KS, UT, RI, OH, IN, HI, NM, CA, AR, WI, TX, NC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1380657
CA Insurance License #: #0A07157
NMLS#: 1380657
CA Insurance License #: #0A07157
About Mark Elliott Harris
Mark is a Senior Portfolio Manager, First Vice President, and Financial Advisor with the Reegler, Taylor and Harris Group at Morgan Stanley in San Francisco. With a Bachelor of Science degree in Economics from the University of California at Santa Barbara, Mark has dedicated over four decades to the financial services industry, starting in 1984 with Morgan Stanley and its predecessor companies.
Throughout his career, Mark has been committed to providing his clients with expert financial guidance, focusing on investment strategy, wealth management, and long-term portfolio growth. His extensive experience and deep understanding of the financial market have helped countless individuals and families achieve their financial goals.
Outside of his professional life, Mark enjoys spending time with his wife and their two daughters, whom they’ve raised in San Francisco. A resident of Cow Hollow, he's passionate about outdoor activities, including hiking, upland bird hunting, skiing, pickleball and tennis. He also enjoys reading, cooking, wine and traveling.
Throughout his career, Mark has been committed to providing his clients with expert financial guidance, focusing on investment strategy, wealth management, and long-term portfolio growth. His extensive experience and deep understanding of the financial market have helped countless individuals and families achieve their financial goals.
Outside of his professional life, Mark enjoys spending time with his wife and their two daughters, whom they’ve raised in San Francisco. A resident of Cow Hollow, he's passionate about outdoor activities, including hiking, upland bird hunting, skiing, pickleball and tennis. He also enjoys reading, cooking, wine and traveling.
Securities Agent: GA, PA, NJ, DE, AZ, AL, VA, OH, MI, CT, NM, LA, IA, TX, OR, NC, MA, WY, RI, MT, MN, KY, DC, WA, SC, KS, HI, CO, CA, WI, VT, PR, NY, IL, FL, AR, NH, MD, ID, UT, NV, MO, IN; General Securities Representative; Investment Advisor Representative
CA Insurance License #: #0A37989
CA Insurance License #: #0A37989
About Cole Adaskaveg
Cole Adaskaveg is a Financial Advisor and Financial Planning Specialist at
Morgan Stanley, based in San Francisco. He is focused on building and
maintaining wealth for American families through comprehensive financial and retirement planning. Cole leverages a decade of commitment in the
financial services industry and is backed by a highly qualified team, The
Reegler, Taylor, Harris Group, at Morgan Stanley.
Clients value the team's dependable and disciplined approach, which aligns perfectly with Cole's commitment to meticulous planning. Building long-term client relationships is a priority for Cole, and he is dedicated to providing the essential tools for clients to achieve financial success.
Outside of the world of finance, the Massachusetts native's passion for hockey is well-known. Whether cheering on the Boston Bruins, or hitting the ice himself, hockey remains a constant source of enjoyment. In addition, Cole enjoys cooking, hiking, watching his Boston teams, and reading about history.
Morgan Stanley, based in San Francisco. He is focused on building and
maintaining wealth for American families through comprehensive financial and retirement planning. Cole leverages a decade of commitment in the
financial services industry and is backed by a highly qualified team, The
Reegler, Taylor, Harris Group, at Morgan Stanley.
Clients value the team's dependable and disciplined approach, which aligns perfectly with Cole's commitment to meticulous planning. Building long-term client relationships is a priority for Cole, and he is dedicated to providing the essential tools for clients to achieve financial success.
Outside of the world of finance, the Massachusetts native's passion for hockey is well-known. Whether cheering on the Boston Bruins, or hitting the ice himself, hockey remains a constant source of enjoyment. In addition, Cole enjoys cooking, hiking, watching his Boston teams, and reading about history.
Securities Agent: MT, MA, IA, CA, IN, HI, TX, SC, NJ, LA, IL, DE, WA, PR, MI, GA, FL, AL, WY, WI, OR, UT, NC, CO, AR, NH, MO, MN, MD, AZ, TN, NY, VA, RI, PA, NM, KY, KS, ID, DC, CT, VT, OH, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 2410936
NMLS#: 2410936
About Jacqueline Harris
Jacqueline is a Financial Advisor for The Reegler, Taylor, Harris Group at Morgan Stanley. Her goal is to empower families and professionals on their financial journeys. With a BS in Finance from Lehigh University and a Financial Planning Specialist designation, she is focused on helping clients build and maintain wealth through comprehensive & customized financial planning.
She works closely with clients on everything from traditional investment advice to estate/legacy planning, cash management, lending solutions, tax-efficient portfolio management, and insurance services.
At her core, Jacqueline is passionate about helping others and approaches every client relationship with the same level of care and dedication she would offer her own family and friends.
Outside of work, Jacqueline enjoys skiing, hiking, reading, traveling, and spending quality time with loved ones. She’s also an active volunteer in her community as a member of the Boys and Girls Club Next Generation Council.
She works closely with clients on everything from traditional investment advice to estate/legacy planning, cash management, lending solutions, tax-efficient portfolio management, and insurance services.
At her core, Jacqueline is passionate about helping others and approaches every client relationship with the same level of care and dedication she would offer her own family and friends.
Outside of work, Jacqueline enjoys skiing, hiking, reading, traveling, and spending quality time with loved ones. She’s also an active volunteer in her community as a member of the Boys and Girls Club Next Generation Council.
Securities Agent: VT, PR, IL, CA, WI, UT, OR, NH, AZ, AL, WY, SC, DC, LA, ID, MO, KS, IN, DE, VA, OH, NM, NJ, MN, CT, TX, PA, NC, MT, HI, MD, FL, WA, TN, RI, NY, NV, MI, MA, KY, IA, GA, CO, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 2606320
NMLS#: 2606320
About Tricia Tsui
Tricia Tsui is a Wealth Management Analyst supporting the team’s clients and conducting portfolio analysis. Tricia joined Morgan Stanley in 2016 and provides personalized services to all our clients to ensure seamless management of their accounts. In addition, she works alongside Steven Reegler, Patrick Taylor, and Cole Adaskaveg to develop comprehensive financial strategies by utilizing Morgan Stanley’s in-depth analytical software and serving as a liaison with our internal specialists. With a strong work ethic and an attentive approach, Tricia ensures that clients' needs are met with care and detail.
As a native of Guam, Tricia earned a B.A. in Economics from the University of California, Berkeley. Away from the office, she enjoys developing new culinary skills, rock climbing, group fitness classes, and traveling.
As a native of Guam, Tricia earned a B.A. in Economics from the University of California, Berkeley. Away from the office, she enjoys developing new culinary skills, rock climbing, group fitness classes, and traveling.
About Belen Tompkins
Belen is a Registered Client Service Associate at Moran Stanley with over 30 years of experience. Belen joined Morgan Stanley in 2009 as part of the Smith Barney acquisition after spending 20 years at Citigroup Global Markets. Belen has great pride in giving white glove service to the team’s clients to handle all aspects of the team’s service model.
Belen was born in the Philippines and migrated to the United at an early age. She has her BS in Criminal Justice from California State University Bakersfield.
Belen enjoys reading mystery novels and is an avid bowler.
Belen was born in the Philippines and migrated to the United at an early age. She has her BS in Criminal Justice from California State University Bakersfield.
Belen enjoys reading mystery novels and is an avid bowler.
Contact Steven Reegler
Contact Patrick Taylor
Contact Jeannette McCabe Harris
Contact Mark Elliott Harris
Contact Cole Adaskaveg
Contact Jacqueline Harris
Hear From Our Clients
Retiring today is a complicated endeavor with many considerations, important decisions that are personally, emotionally,
and financially impactful. We owe a HUGE amount of gratitude to our dear friend and financial advisor, Steven Reegler, at
Morgan Stanley who has stayed the course with us through thick and thin for over two decades. A BIG Thank You, Steve!
Cameron
Verified ClientJune 2, 2025
It occured to me that I seldom reach out to extend my thanks and appreciation for your ongoing guidance and management
of our investment accounts. Here we are, now at almost 77 for me and 72 for Gary, and we feel reassured and comfortable
in financial matters … present and future. Thanks to you for all the attention, wisdom, and kind service you have been so
diligent in providing; it’s been over 20 years. High time a client tells you how much you have meant to my life and well-being!
Nancy
Verified ClientMay 26, 2025
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
3846129 9/24
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
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
A Simple Six-Step Retirement Checkup
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
Ready to start a conversation? Contact The Reegler, Taylor, Harris Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7Morgan 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
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9When 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.
10Morgan 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7Morgan 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
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9When 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.
10Morgan 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:
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.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures
CRC 6491812 (04/2024)
