Phone:
(239) 432-1332(239) 432-1332
The Servidio Linder Group at Morgan Stanley
Direct:
(239) 432-1332(239) 432-1332
Direct:
(203) 786-2015(203) 786-2015
Our Mission Statement
Our mission is to earn your trust through open and clear communication, objective advice, hard work and a genuine concern for your overall financial well-being.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Providing Value To You
As your Financial Advisors we make it our priority to work with you to discover what matters most to you and your family. Review just some of the many approaches we use to deliver sound financial advice for you and your needs. Please see below to see how we help you.
Understanding Your Goals
Your financial goals are unique to you and we value the careful evaluation of them. Whether it's retirement planning, peace of mind or planning for a new home we're here to help.
Specifically, retirement planning and new home expenses require years of planning and evaluation. We're here to help.
Specifically, retirement planning and new home expenses require years of planning and evaluation. We're here to help.
Portfolio and Financial Planning Review
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual’s financial life, including investments and cash management needs. LifeView also provides progress-to-goals reporting and can also illustrate complex planning strategies such as methods of stock option exercise, Roth conversions and 401k early distributions under IRS Rule 72(t).
Understand The LifeView Tool HerePortfolio Construction
We'll prepare a comprehensive wealth management plan that can address your income, cash flow needs, investment objectives and guidelines.
We can utilize alternative investments, structured notes, municipals, tax management services on select UMA and many other instruments to construct the optimal portfolio for you.
Click Here To Learn More About Alternative InvestmentsWe can utilize alternative investments, structured notes, municipals, tax management services on select UMA and many other instruments to construct the optimal portfolio for you.
Risk Management
Managing risk is imperative for your financial well-being. Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
We use this platform to analyze risks also pertaining to long-term care, term insurance, permanent insurance and property and casualty insurnace.
Portfolio Risk PlatformWe use this platform to analyze risks also pertaining to long-term care, term insurance, permanent insurance and property and casualty insurnace.
Tax Management On Select UMA
Opportunities for tax strategies ebb and flow with the fluctuations of the market and not with our fiscal calendars. Incorporating tax-sensitive investing into the daily trading activity of an account can capitalize on market fluctuations and potentially yield better after-tax results.
This Paper Will Demonstrate HowResources For You
Welcome to Shanna's Corner, where all things related to Morgan Stanley and beyond can be found. Here at The Servidio/Linder Group we are looking to provide you with helpful resources that may improve your financial wellness.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly secure and manage your investments and everyday finances in one place.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Here you can find the latest Audio Casts and Call Replays from Morgan Stanley.
Morgan Stanley Podcasts
Listen to Morgan Stanley's award-winning podcasts, featuring daily market analysis, human stories of insight and innovation, and in-depth conversations around equity, entrepreneurship and sustainability.
Listen Here10 Policy Actions to Watch Post Inauguration
Inauguration day signals the turn of a new page, and looking beyond the headlines and diving into potential policy shifts is helpful for identifying opportunities and managing risks that might shape the economic landscape in the years ahead.
Listen HerePlease see below for market related research including The 1% Move, The Municipal Bond Monthly and a few other research reports provided by Morgan Stanley.
2025 Global Strategy Outlook
Morgan Stanley & Co. Research’s Head of Cross-Asset Strategy Serena Tang has published her Global Strategy Outlook. Serena and her team discuss their top-down views on global equities, G10 rates, G10 FX, EM fixed income, corporate credit, securitized products, and commodities.
Read The Report
The 1% Move Report
Timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.
Click Here For The 1% Move Report
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Click here for the most recent "GIC Weekly" Report
On The Markets Monthly Research Report
Monthly detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Click Here for the Most Recent “On the Markets” Report
Location
7811 University Pointe Drive
Ft. Myers, FL 33907
US
Direct:
(239) 432-1332(239) 432-1332
545 Long Wharf Drive
7th Floor
New Haven, CT 06511
US
Direct:
(203) 786-2015(203) 786-2015
Meet The Servidio Linder Group
Phone:
(203) 786-2015(203) 786-2015
Shanna L. Mate
Senior Registered Client Service Associate
Phone:
(941) 833-2034(941) 833-2034
About Me
Robert has over three decades of experience in Wealth Management. He graduated from Manhattan College with a Bachelor of Science Degree in Economics and received his MBA from Iona College with a concentration in Financial Management. Robert was born and raised in Yonkers NY and began his career in finance working for Citigroup in Retail Branch Management and Business Lending before settling into his ultimate role of Wealth Management. Robert is licensed in securities and insurance and takes a holistic approach of financial counseling and creating customized solutions to meet client goals. Robert likes to spend his leisure time cruising on his boat with his wife Regina and son Nicholas.
Securities Agent: NV, IL, ID, RI, MA, MO, DC, OH, MN, MD, CA, VA, TX, SC, GA, DE, CO, VT, PA, OR, NH, WV, HI, CT, NJ, NC, ME, FL, OK, NY, AZ, WA, NM, WI; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1814701
NMLS#: 1814701
About Michael Linder
Michael has over a decade of experience in Wealth Management. Michael attended Florida State University and graduated from Florida Atlantic University with an MA in English. Michael was born and raised in South Florida, before moving to Connecticut and beginning his career as a Financial Advisor. Michael has spent time as a musician and a teacher prior to joining the Wealth Management business. Michael centers his approach to wealth management around understanding clients’ goals, building financial plans and implementing risk-adjusted return strategies. Michael has a 10 year old daughter, Binah, and lives in New Haven, CT. Michael enjoys spending his leisure time supporting the local New Haven community, coaching his daughter’s baseball team and socializing with friends and family.
Securities Agent: ME, IL, VT, VA, NH, MD, GA, FL, TN, SC, NC, ID, HI, WA, NV, MA, DE, CO, AZ, OH, CT, TX, RI, NJ, MN, DC, CA, WV, PA, OK, NM, MO, WI, OR, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1814610
NMLS#: 1814610
About Shanna L. Mate
Shanna has worked in the financial services industry for 14 years and has been with Morgan Stanley since 2020. She has experience working with affluent clients by delivering the full capabilities of the firm. Shanna is originally from Follansbee, WV and currently lives in Punta Gorda, FL. Shanna has two children who both reside in St. Petersburg, Florida. In her free time, Shanna volunteers at a parrot outreach program in Punta Gorda, FL.
Contact Robert A. Servidio
Contact Michael Linder
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
Stacey Herring
Private Banker
Todd Vogel
Private Banker
About Stacey Herring
Stacey Herring is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.
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.
Stacey began her career in financial services in 1994, and joined Morgan Stanley in 2014. Prior to joining the firm, she was a Mortgage Sales Manager at SunTrust Bank and a Senior Mortgage Loan Officer for over 17 years at Fifth Third Bank. Stacey is a graduate of Florida State University, where she received a Bachelor of Science in Business Marketing and a Minor in Communications.
Stacey currently serves on the Women’s Foundation of Collier County Board of Directors, as well as Junior Achievement of SWFL’s Advisory Board. In addition, Stacey has chaired many community endeavors, serving Naples Community Hospital, PACE Center for Girls of Collier County, and Youth Haven. She is a graduate of the Naples Chamber of Commerce’s Leadership Collier program, awarded Gulfshore Business Magazine’s “40 Under 40 Award”, and in 2013 was awarded the Glass Slipper Award by The Education
Foundation, Champions for Learning. In 2014, Stacey was named a Woman of Initiative by the Community Foundation of Collier County for her philanthropy,dedication, and commitment to children’s causes.
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.
Stacey began her career in financial services in 1994, and joined Morgan Stanley in 2014. Prior to joining the firm, she was a Mortgage Sales Manager at SunTrust Bank and a Senior Mortgage Loan Officer for over 17 years at Fifth Third Bank. Stacey is a graduate of Florida State University, where she received a Bachelor of Science in Business Marketing and a Minor in Communications.
Stacey currently serves on the Women’s Foundation of Collier County Board of Directors, as well as Junior Achievement of SWFL’s Advisory Board. In addition, Stacey has chaired many community endeavors, serving Naples Community Hospital, PACE Center for Girls of Collier County, and Youth Haven. She is a graduate of the Naples Chamber of Commerce’s Leadership Collier program, awarded Gulfshore Business Magazine’s “40 Under 40 Award”, and in 2013 was awarded the Glass Slipper Award by The Education
Foundation, Champions for Learning. In 2014, Stacey was named a Woman of Initiative by the Community Foundation of Collier County for her philanthropy,dedication, and commitment to children’s causes.
NMLS#: 434321
About Todd Vogel
Todd Vogel is a Private Banker serving Morgan Stanley Wealth Management offices in Massachusetts.
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.
Todd began his career in financial services in 1997, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch.
Todd is a graduate of Bates College, where he received a Bachelor of Arts in Political Science, and Clark University, where he received his Master of Business Administration. He lives in Newton, MA with his family. Outside of the office, Todd enjoys coaching for the Newton Boys and Girls Soccer Clubs.
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.
Todd began his career in financial services in 1997, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch.
Todd is a graduate of Bates College, where he received a Bachelor of Arts in Political Science, and Clark University, where he received his Master of Business Administration. He lives in Newton, MA with his family. Outside of the office, Todd enjoys coaching for the Newton Boys and Girls Soccer Clubs.
NMLS#: 1150893
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 Servidio Linder Group today.
1Morgan 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.
2Morgan 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.
3Morgan 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
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley 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.
7Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8Alternative 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.
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
2Morgan 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.
3Morgan 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
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley 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.
7Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8Alternative 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.
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)