

The Rockport Group at Morgan Stanley
Direct:
(361) 729-2201(361) 729-2201
Toll-Free:
(800) 359-5122(800) 359-5122

Our Mission Statement
We subscribe to the notion that life is a journey between who you are today and who you are capable of becoming tomorrow. Helping to maximize that capability is what fuels our passion.
Our Story
We believe commitment is what transforms a promise into reality. It is the words which speak boldly of your intentions, and the actions which speak louder than the words. It is making time when there is none. Coming through time after time after time ; Year after year after year.
Commitment is the stuff character is made of. The power to change the face of things. It is the daily triumph of integrity over skepticism. It is the driving force behind what The Rockport Group does for not only our clients, but the community in which we live.
The Rockport Group is a team of financial professionals who are committed to helping clients fulfill their unique missions and visions for themselves and their families. Specifically, we provide clients throughout Texas and the US with guidance that includes their investments but goes far beyond to encompass virtually every aspect of their financial lives. Our approach is collaborative, family-oriented and deeply personal. We base our advice on far more than prevailing markets and economic conditions, customizing strategies to meet your unique circumstances and values, as well as your objectives and timeframe for reaching them.
We subscribe to the notion that life is a journey between who you are today and who you are capable of becoming tomorrow. Helping to maximize that capability is what fuels our passion.
Commitment is the stuff character is made of. The power to change the face of things. It is the daily triumph of integrity over skepticism. It is the driving force behind what The Rockport Group does for not only our clients, but the community in which we live.
The Rockport Group is a team of financial professionals who are committed to helping clients fulfill their unique missions and visions for themselves and their families. Specifically, we provide clients throughout Texas and the US with guidance that includes their investments but goes far beyond to encompass virtually every aspect of their financial lives. Our approach is collaborative, family-oriented and deeply personal. We base our advice on far more than prevailing markets and economic conditions, customizing strategies to meet your unique circumstances and values, as well as your objectives and timeframe for reaching them.
We subscribe to the notion that life is a journey between who you are today and who you are capable of becoming tomorrow. Helping to maximize that capability is what fuels our passion.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Community Involvement

We are driven by our mission to help clients fulfill their own personal financial vision. At the same time, we have a vision of who we want to be and what we hope to accomplish for our clients and our community. Our involvement in the following organizations and initiatives is reflective of our commitment:
2025 Newsletter
Read HereRockport Rotary Club
Rockport Art Association
Driscoll Children’s Hospital
Laguna Little League
Odyssey Afterschool Enrichment Program
Young Life of Rockport
100 Club of Aransas County
Association of Professional Investment Consultants
The Rockport-Fulton Chamber of Commerce
The Boy Scouts of America: South Texas Scouting
The Aransas County ISD Education Foundation
Agape Ranch
The Margaret Sue Rust Foundation
Texas A&M Corpus Christi Alumni Association
Del Mar College - Corpus Christi
Habitat for Humanity
Working With Us
The Rockport Group team members span five generations of living and working in Rockport and South Texas. As a result, we often find that we know many of our clients before they actually become our clients. Some are friends of friends. Others are family members of existing clients.
All are treated as if they were family too.
All are treated as if they were family too.
A Holistic Approach to Your Finances
At The Rockport Group, we realize that clients have financial needs that go far beyond their investment portfolios. That’s why we take a holistic view of your overall finances that encompasses the following process:
1. Discovery
It is our belief that people who achieve significance do so by fulfilling a fundamental mission that drives them throughout their life. Our initial conversations help us get to know what that mission is for you.
2. Analysis
We take a total inventory of your finances, including assets, liabilities, trusts and insurance. We attempt to quantify your goals and determine where you are financially in relation to where you want to be someday.
3. Formulation
We develop an investment plan that considers your unique objectives, timeframe and feelings about risk. We also collaborate with Morgan Stanley specialists to develop strategies for other dimensions of your financial life.
4. Implementation
We put your plan into action through our own customized investment strategies that we manage on a discretionary basis. That means we assume responsibility for day-to-day investment decisions you would rather not make on your own. You can also expect us to address issues beyond your portfolio that may involve estate planning strategies, insurance, philanthropy and other disciplines.
5. Review
We are committed to keeping you informed about whether you’re progressing as anticipated. You can be certain we will monitor your strategies on an ongoing basis and make adjustments, when necessary, to reflect changes in your life and prevailing market conditions.
Named to the 2024 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2024) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/22-3/31/23.
Click here to viewLocation
2902 Traylor Blvd
Suite 100
Rockport, TX 78382
US
Direct:
(361) 729-2201(361) 729-2201
Toll-Free:
(800) 359-5122(800) 359-5122
Meet The Rockport Group
About Michael Farah
A co-founder of The Rockport Group, Mike has a passion for helping clients meet their most important life goals.
He began his financial services career in 2000 after graduating from Texas A&M, Corpus Christi with a BBA in Business with an emphasis on Finance. Over the years, he has earned a number of prestigious industry and Morgan Stanley designations that affirm his commitment to providing clients with meaningful and sometimes life-changing advice. As a Senior Investment Management Consultant and Morgan Stanley-credentialed Portfolio Management Director, Mike manages assets on a discretionary basis for clients who would rather not make day-to-day investment decisions on their own. As a Certified Investment Management Analyst and Chartered Mutual Fund Counsellor, he researches third party managers, mutual funds, ETFs and individual securities in an effort to identify those worthy of consideration for client portfolios. As an Insurance Planning Director, he has the knowledge and tools to help review and evaluate Life Insurance, Long-Term Care and Annuity solutions for income and asset protection. Mike played a key role in developing the team’s unique core and satellite investment strategy that can be customized to meet the needs of clients seeking growth, income and/or preservation of capital.
Outside the office, Mike spends much of his spare time giving back to his South Texas community. He is an avid supporter of The Boy Scouts of America, Rockport-Fulton Chamber of Commerce, The Aransas County ISD Education Foundation and the Texas A&M-Corpus Christi Alumni Association. He has also coached youth sports for years and remains active in the Laguna Little League. In fact, Mike is especially proud that many of his former players, who have now entered adulthood, still refer to him as “Coach Mike.”
An active member of St. Paul’s Catholic Church, Mike enjoys fishing, hunting, camping and spending time with his wife Analisa and the third generation of Farahs to reside in South Texas - his four children, Michael, Christopher, Paige and Matthew.
He began his financial services career in 2000 after graduating from Texas A&M, Corpus Christi with a BBA in Business with an emphasis on Finance. Over the years, he has earned a number of prestigious industry and Morgan Stanley designations that affirm his commitment to providing clients with meaningful and sometimes life-changing advice. As a Senior Investment Management Consultant and Morgan Stanley-credentialed Portfolio Management Director, Mike manages assets on a discretionary basis for clients who would rather not make day-to-day investment decisions on their own. As a Certified Investment Management Analyst and Chartered Mutual Fund Counsellor, he researches third party managers, mutual funds, ETFs and individual securities in an effort to identify those worthy of consideration for client portfolios. As an Insurance Planning Director, he has the knowledge and tools to help review and evaluate Life Insurance, Long-Term Care and Annuity solutions for income and asset protection. Mike played a key role in developing the team’s unique core and satellite investment strategy that can be customized to meet the needs of clients seeking growth, income and/or preservation of capital.
Outside the office, Mike spends much of his spare time giving back to his South Texas community. He is an avid supporter of The Boy Scouts of America, Rockport-Fulton Chamber of Commerce, The Aransas County ISD Education Foundation and the Texas A&M-Corpus Christi Alumni Association. He has also coached youth sports for years and remains active in the Laguna Little League. In fact, Mike is especially proud that many of his former players, who have now entered adulthood, still refer to him as “Coach Mike.”
An active member of St. Paul’s Catholic Church, Mike enjoys fishing, hunting, camping and spending time with his wife Analisa and the third generation of Farahs to reside in South Texas - his four children, Michael, Christopher, Paige and Matthew.
Securities Agent: CA, AZ, AR, AL, AK, OH, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278894
NMLS#: 1278894
About Bill T. Wilson
Bill Wilson, CFP® brings more than 15 years of financial industry experience to the Rockport Group, having joined the team in 2018. Bill’s focus is providing holistic financial planning to business owners and farming & ranching families.
A Coastal Bend native, Bill received his MBA from Texas A&M-Corpus Christi after earning a BS in Agricultural Economics from Texas A&M-College Station. He began his financial services career as a credit analyst with a well-known South Texas regional bank. Several years later, he fulfilled his desire to work face-to-face with clients by joining the private banking division of American Bank in Corpus Christi. There, he advised physicians and other professionals with specialized lending needs, as well as high net worth individuals and their families. Bill is a Certified Financial Planner™ professional.
A proud graduate of Leadership Corpus Christi, Class XLI, Bill was named a member of Corpus Christi 40 under 40 in 2015 and he was admitted to the prestigious Pacesetter's Club at Morgan Stanley in 2021. Like his Rockport Group colleagues, he believes in giving back to his community. An Eagle Scout, he currently serves on the Executive Committee of the South Texas Council for the Boy Scouts of America. In addition, he volunteers for Driscoll Children’s Hospital.
Bill is an avid camper who loves hunting and fishing, but most of all, he loves spending time with his wife Bailey and their three young children, Grace, James and Elizabeth.
A Coastal Bend native, Bill received his MBA from Texas A&M-Corpus Christi after earning a BS in Agricultural Economics from Texas A&M-College Station. He began his financial services career as a credit analyst with a well-known South Texas regional bank. Several years later, he fulfilled his desire to work face-to-face with clients by joining the private banking division of American Bank in Corpus Christi. There, he advised physicians and other professionals with specialized lending needs, as well as high net worth individuals and their families. Bill is a Certified Financial Planner™ professional.
A proud graduate of Leadership Corpus Christi, Class XLI, Bill was named a member of Corpus Christi 40 under 40 in 2015 and he was admitted to the prestigious Pacesetter's Club at Morgan Stanley in 2021. Like his Rockport Group colleagues, he believes in giving back to his community. An Eagle Scout, he currently serves on the Executive Committee of the South Texas Council for the Boy Scouts of America. In addition, he volunteers for Driscoll Children’s Hospital.
Bill is an avid camper who loves hunting and fishing, but most of all, he loves spending time with his wife Bailey and their three young children, Grace, James and Elizabeth.
Securities Agent: NM, SC, WA, CO, NY, VA, PA, OK, MD, SD, CA, AL, NV, MT, NC, MO, MI, OR, MN, LA, HI, FL, AZ, WY, TX, KS, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1839633
NMLS#: 1839633
About Pat C. Johnson
Pat is a Portfolio Associate with The Rockport Group and has over 45 years of experience in the financial services industry. She moved to Rockport in 1995 from Charleston, SC where she was a Senior Registered Associate with Smith Barney. Pat’s main focus is on client service, operations and administration. Pat does whatever is necessary to helps clients simplify their financial lives by delivering excellent client service. In addition, she serves as the team’s direct interface with Morgan Stanley’s local, regional, and national client service, operations, compliance and administrative departments.
Pat and her husband Van have a grown son, Michael. She loves spending time with her family and friends, running and working in her yard. She is also an avid sports fan!
Pat and her husband Van have a grown son, Michael. She loves spending time with her family and friends, running and working in her yard. She is also an avid sports fan!
About Evelyn R. Guidry
Evelyn Guidry is a Client Service Associate with The Rockport Group at Morgan Stanley. She brings a wealth of knowledge and experience to her role, having previously spent three years working for the Rockport-Fulton Chamber of Commerce where she held various leadership roles, starting as the Director of Membership Services, progressing to Director of Finance and Operations, and ultimately being promoted to Vice President of Operations in 2022. Evelyn is a seasoned professional with a proven track record of success in client service and operations management.
Born in Houston, Evelyn has called Rockport, Texas her home for the past 17 years, where she has been actively engaged in the community. She holds a Texas Friendly Hospitality certification from Texas A&M AgriLife Extension and is a graduate of Leadership Aransas County Class XXIV.
Evelyn is a proud pet owner of a Pomeranian named Coco and an avid outdoors enthusiast who loves fishing, camping, and boating on the Copano and Aransas Bays. In addition to her professional pursuits, she has a passion for giving back and has previously served on the Rotary Club of Rockport's Scholarship Committee.
Born in Houston, Evelyn has called Rockport, Texas her home for the past 17 years, where she has been actively engaged in the community. She holds a Texas Friendly Hospitality certification from Texas A&M AgriLife Extension and is a graduate of Leadership Aransas County Class XXIV.
Evelyn is a proud pet owner of a Pomeranian named Coco and an avid outdoors enthusiast who loves fishing, camping, and boating on the Copano and Aransas Bays. In addition to her professional pursuits, she has a passion for giving back and has previously served on the Rotary Club of Rockport's Scholarship Committee.

Contact Michael Farah

Contact Bill T. Wilson
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Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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Ready to start a conversation? Contact The Rockport 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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When 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.
5Morgan 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.
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4When 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.
5Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)