Gregory K Simakas, CFP®, CIMA®
Managing Director, Institutional Consulting Director, Alternative Investments Director
Phone:
(724) 933-1484(724) 933-1484
The Simakas Group at Morgan Stanley
Our Mission Statement
Delivering high quality service with a wide array of investment
solutions
solutions
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.*
Creating Your Plan
We believe that to be truly effective, your plan must reflect the totality of your personal and financial life. Our role is to help ensure that your investment objectives are consistent with pressing financial concerns and your long-term aspirations.
These four steps were developed to achieve that goal:
These four steps were developed to achieve that goal:
1. Setting your financial objectives
Through a process of discovery and discussion, we will work with you to articulate your aims for your wealth. Together, we will examine your current and future liabilities, income sources and cash flow needs, and then consider factors that might influence your overall strategy, including tolerance for risk, tax concerns, liquidity needs and time horizon. Through careful analysis, the team will look for potential gaps that may exist between you and your goals, and develop sound strategies to help smooth the path.
2. Creating your strategy
Working from our understanding of you and your objectives, we will propose a financial plan that contains specific strategies designed to help meet those goals. Our advice may encompass issues such as retirement planning, business continuation, tax minimization potential and wealth transfer. You will also receive an asset allocation strategy designed to provide diversification for your portfolio.
3. Implementing your strategy
After discussing and refining your strategy, we will work closely with you to bring the elements to life. Planning is a vital part of our process. Using tools to actively monitor your plans progress, making sure you are on track to meet your financial goals and objectives, If you prefer to invest in individual securities, we can help identify specific stocks, bonds and other securities that may be suitable for your portfolio. Whatever approach we decide on, we will help you keep you strategy on track.
4. Reviewing objectives and performance
We view ongoing communication as the foundation of our successful collaboration with you. We will make every effort to keep aware of your changing financial needs and provide viable strategies to help you meet them. This means reviewing your portfolio together at your request. When your circumstances change, we will work with you to revise your strategy and reposition your assets to reflect your new needs and goals.
High-Net-Worth Resources
The Simakas Group seeks to provide 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.
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
Estate Planning Digest
Read this piece our team put together earlier this year to highlight important estate planning considerations for affluent individuals and their families
Click to Read
Gift & Estate Tax Exemption
With the Tax Cuts and Jobs Act set to expire in January 2026, the current federal exemption amounts could go down to half of their current levels. Our report outlines what to expect and explores a case study.
Click to Read
Private Markets
Many of today’s companies stay private longer, with more of their valuation being created before they become publicly traded. Morgan Stanley Private Markets connects a broad network of potential private investors in an accessible ecosystem, allowing eligible clients to buy and sell securities of private companies.
Morgan Stanley Private Markets
2025 Federal Tax Tables
2025 Federal Tax Table to assist you and your family in your investment decisions.
Review 2025 Tax TablesTeam Awards
The Simakas Group at Morgan Stanley recognitions.
Barron’s Top 100 Institutional Consulting Teams 2018-2025
The Simakas Group at Morgan Stanley is proud to have been named one of Barron’s Top 100 Institutional Consulting Teams from 2018 to 2025. It’s an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry. And a special thank you to our clients, who helped make this possible! Congratulations to our fellow Morgan Stanley Teams who were also recognized.
2018-2025 Barron's Top 100 Institutional Consulting Teams
Source: Barron's (April 2018-2025) Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2018-2025 Barron's Top 100 Institutional Consulting Teams
Source: Barron's (April 2018-2025) Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Forbes 2019-2024 Best in State Wealth Advisor Pennsylvania, Gregory K. Simakas, Financial Advisor
Gregory K. Simakas, Financial Advisor at the Simakas Group at Morgan Stanley was named to the Forbes 2019-2024 Best in State Wealth Advisor Pennsylvania list.
2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Best-In-State Wealth Management Teams 2026
The Simakas Group at Morgan Stanley was named as a Forbes Best-In-State Wealth Management for Western Pennsylvania in 2026.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25.
Our Suite of Digital Tools
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Morgan Stanley Online
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Total Wealth View
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Online Security Center
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
eDelivery
Digital Vault
Easily and conveniently manage and share life’s most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings. Digital Vault allows for easy document sharing, convenient access, and encrypted files.
Digital VaultLocation
2100 Georgetown Dr
Ste 500
Sewickley, PA 15143
US
Direct:
(724) 933-1460(724) 933-1460
Meet The Simakas Group
Todd Simakas, CFP®, CRPS®
Senior Vice President, Institutional Consultant, Alternative Investments Director
Phone:
(724) 933-1485(724) 933-1485
Nicholas Simakas, CIMA®, QPFC
Vice President, Institutional Consultant
Phone:
(724) 933-1585(724) 933-1585
Gretchen Ross, CFA
Vice President, Institutional Consultant
Phone:
(724) 933-1595(724) 933-1595
Nicholas High
Vice President, Institutional Consulting Analyst
Phone:
(724) 933-1487(724) 933-1487
Lisa Hohman
Portfolio Associate
Phone:
(724) 933-1488(724) 933-1488
Brian Mackert
Vice President, Institutional Consulting Analyst
Phone:
(440) 892-6738(440) 892-6738
About Gregory K Simakas
Greg Simakas is a Managing Director, Institutional Consulting Director, and Alternative Investment Director at Graystone Consulting, one of the largest investment consulting firms in the country. Based in the firm’s Pittsburgh office, he brings nearly 40 years of extensive experience in institutional consulting, complemented by expertise in high net worth private client services, family wealth management, and estate planning.
Throughout his distinguished career – all with Graystone Consulting – Greg has demonstrated unwavering commitment to delivering sophisticated investment solutions. In his leadership capacity, he oversees the Pittsburgh team while service as the Group Leader for the Defined Benefit Plan business. His focus encompasses investment policy development, strategic asset allocation, rigorous performance evaluation, comprehensive risk management and meticulous investment manager selection.
Greg’s accomplishments have earned widespread recognition, including consistent placement on the Forbes Best-In-State Wealth Advisors – Pennsylvania list from 2019 – 2025 (with team acknowledgements extended into 2026 related rankings). His team has also been honored as a Barron’s Top 100 Institutional Consulting Team from 2018 to 2025.
He holds the CERTIFIED FINANCIAL PLANNING (CFP ®) designation from the Certified Financial Planner Board of Standards and the Certified Investment Management Analyst (CIMA ®) designation from the Wharton School of Business. Greg graduated cum laude from Kent State University with a B.S. degree in Business Management.
Beyond his professional endeavors, Greg is actively involved in the community as a member of the Board of Trustee at La Roche University and President of the North Park Paddle Tennis Association.
Named to 2025 Barron’s Top 100 Institutional Consulting Teams ranking
Source: Barron's.com (Awarded May 2025) Data compiled by Barron's based on time period from Jan 2024-Dec 2024.
Named to the 2026 Forbes Best-In-State Wealth Management Teams ranking Source: Forbes (Awarded Jan 2026) Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25.
Named to the 2024 and 2025 Forbes Best-In-State Wealth Advisors ranking Source: Forbes.com (Awarded April 2024 and April 2025) Data compiled by SHOOK Research LLC based on time period from
6/30/22-6/30/23 and 6/30/23-6/30/24
https://www.morganstanley.com/disclosures/awards-disclosure.html
Throughout his distinguished career – all with Graystone Consulting – Greg has demonstrated unwavering commitment to delivering sophisticated investment solutions. In his leadership capacity, he oversees the Pittsburgh team while service as the Group Leader for the Defined Benefit Plan business. His focus encompasses investment policy development, strategic asset allocation, rigorous performance evaluation, comprehensive risk management and meticulous investment manager selection.
Greg’s accomplishments have earned widespread recognition, including consistent placement on the Forbes Best-In-State Wealth Advisors – Pennsylvania list from 2019 – 2025 (with team acknowledgements extended into 2026 related rankings). His team has also been honored as a Barron’s Top 100 Institutional Consulting Team from 2018 to 2025.
He holds the CERTIFIED FINANCIAL PLANNING (CFP ®) designation from the Certified Financial Planner Board of Standards and the Certified Investment Management Analyst (CIMA ®) designation from the Wharton School of Business. Greg graduated cum laude from Kent State University with a B.S. degree in Business Management.
Beyond his professional endeavors, Greg is actively involved in the community as a member of the Board of Trustee at La Roche University and President of the North Park Paddle Tennis Association.
Named to 2025 Barron’s Top 100 Institutional Consulting Teams ranking
Source: Barron's.com (Awarded May 2025) Data compiled by Barron's based on time period from Jan 2024-Dec 2024.
Named to the 2026 Forbes Best-In-State Wealth Management Teams ranking Source: Forbes (Awarded Jan 2026) Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25.
Named to the 2024 and 2025 Forbes Best-In-State Wealth Advisors ranking Source: Forbes.com (Awarded April 2024 and April 2025) Data compiled by SHOOK Research LLC based on time period from
6/30/22-6/30/23 and 6/30/23-6/30/24
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: AZ, WV, NH, CA, VT, PA, GA, NJ, NY, MO, MD, ID, TN, AK, LA, UT, OH, CT, ME, RI, MA, IL, FL, DE, DC, NC, WA, VA, SC, TX, MI, KY, IN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Todd Simakas
Todd Simakas is a Senior Vice President, Institutional Consultant, and Alternative Investments Director at Graystone Consulting. With 26 years of investment experience, he advises institutional and private clients on developing and implementing investment strategies designed to address complex objectives, governance considerations, and evolving market conditions. Todd is known for a disciplined, client-centric approach that integrates the firm’s resources and advanced planning capabilities to align portfolio strategy with each client’s goals, time horizon, and risk parameters.
As Group Leader, Todd is responsible for business development and relationship management across key client segments, including private clients, corporate retirement plans, and Taft-Hartley plans. He also leads the team’s client service function, with a focus on delivering a consistent, high-quality client experience and responsive ongoing support.
Todd studied at Penn State University’s Behrend Campus. He earned the Certified Financial Planner™ (CFP®) designation in 2007 and the Chartered Retirement Plans Specialist (CRPS®) designation in 2015.
Todd resides in Glenshaw, Pennsylvania, with his wife, Jackie. They have two children, Nick and Alyssa, and three grandchildren—Nico, Lila May, and Olivia.
Named to 2025 Barron’s Top 100 Institutional Consulting Teams ranking Source: Barron's.com (Awarded May 2025) Data compiled by Barron's based on time period from Jan 2024-Dec 2024.
Named to the 2026 Forbes Best-In-State Wealth Management Teams ranking Source: Forbes (Awarded Jan 2026) Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25.
As Group Leader, Todd is responsible for business development and relationship management across key client segments, including private clients, corporate retirement plans, and Taft-Hartley plans. He also leads the team’s client service function, with a focus on delivering a consistent, high-quality client experience and responsive ongoing support.
Todd studied at Penn State University’s Behrend Campus. He earned the Certified Financial Planner™ (CFP®) designation in 2007 and the Chartered Retirement Plans Specialist (CRPS®) designation in 2015.
Todd resides in Glenshaw, Pennsylvania, with his wife, Jackie. They have two children, Nick and Alyssa, and three grandchildren—Nico, Lila May, and Olivia.
Named to 2025 Barron’s Top 100 Institutional Consulting Teams ranking Source: Barron's.com (Awarded May 2025) Data compiled by Barron's based on time period from Jan 2024-Dec 2024.
Named to the 2026 Forbes Best-In-State Wealth Management Teams ranking Source: Forbes (Awarded Jan 2026) Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25.
Securities Agent: OH, MD, LA, KY, CO, MA, TX, IL, DC, CT, SC, NY, VA, WV, RI, MI, PA, NJ, NH, NC, FL, DE, IN, AZ, WA, NM, ME, GA, CA, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
About Nicholas Simakas
Nicholas J. Simakas is a dedicated Institutional Consultant at Graystone Consulting’s Pittsburgh office, where he delivers personalized, fiduciary-focused advice to affluent individuals and their families, as well as corporate and institutional retirement plan sponsors. With more than 15 years of investment experience, Nick excels in building trusted, face-to-face relationships and providing exceptional client service.
He specializes in tailored financial and retirement planning solutions that support clients and their families in achieving long-term security. A key focus of his role is partnering with corporations and institutions on 401(k) and defined contribution plans – guiding plan sponsor through best practices, comprehensive reporting, rigorous investment due diligence, and impactful employee education programs to empower participants and enhance plan outcomes.
Before joining Graystone Consulting in 2018, Nick served as a Sales Consultant for Federated Hermes in Pittsburgh, Pennsylvania, where he drove organic business growth, conducted portfolio analytics, and performed investment manager due diligence.
Nick graduated from Duquesne University with a Bachelor of Science in Business Administration degree in Finance. He earned his Certified Investment Analyst® (CIMA®) designation in 2015 from the Investments & Wealth Institute (formerly IMCA) at Carnegie Mellon University’s Tepper School of Business. He is also a Qualified Plan Financial Consultant (QPFC) through the National Association of Plan Advisors.
Nick lives in Glenshaw, PA, with his wife, Maggie, and their two children Nico and Lila.
Named from 2018-2025 to the Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2018-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
NMLS # 2496173
He specializes in tailored financial and retirement planning solutions that support clients and their families in achieving long-term security. A key focus of his role is partnering with corporations and institutions on 401(k) and defined contribution plans – guiding plan sponsor through best practices, comprehensive reporting, rigorous investment due diligence, and impactful employee education programs to empower participants and enhance plan outcomes.
Before joining Graystone Consulting in 2018, Nick served as a Sales Consultant for Federated Hermes in Pittsburgh, Pennsylvania, where he drove organic business growth, conducted portfolio analytics, and performed investment manager due diligence.
Nick graduated from Duquesne University with a Bachelor of Science in Business Administration degree in Finance. He earned his Certified Investment Analyst® (CIMA®) designation in 2015 from the Investments & Wealth Institute (formerly IMCA) at Carnegie Mellon University’s Tepper School of Business. He is also a Qualified Plan Financial Consultant (QPFC) through the National Association of Plan Advisors.
Nick lives in Glenshaw, PA, with his wife, Maggie, and their two children Nico and Lila.
Named from 2018-2025 to the Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)) Source: Barrons.com (Awarded April 2018-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
NMLS # 2496173
Securities Agent: NY, CA, NC, MI, MA, NJ, IN, WV, TN, GA, OH, MD, SC, ME, KY, WA, LA, DC, CT, WI, IL, AZ, VA, TX, PA, NV, DE, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2496173
NMLS#: 2496173
About Gretchen Ross
Gretchen Ross is an Institutional Consultant with Graystone Consulting, based out of the group’s Pittsburgh office. With more than 18 years of investment experience, Gretchen focuses on portfolio risk and performance, investment manager research and due diligence, and custom asset allocation plans. Prior to joining Graystone Consulting in 2018, Gretchen was an Investment Consultant at the Bank of New York Mellon, where she specialized in performance and risk analysis of public and corporate pension plans, endowments, foundations, and family offices.
Gretchen earned both her M.B.A and B.S. in Finance from the University of Pittsburgh - Katz School of Business. She is a CFA charterholder and member of the CFA Society of Pittsburgh.
2018-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2018-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Gretchen earned both her M.B.A and B.S. in Finance from the University of Pittsburgh - Katz School of Business. She is a CFA charterholder and member of the CFA Society of Pittsburgh.
2018-2025 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants))
Source: Barrons.com (Awarded April 2018-2025). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: MI, TX, NJ, FL, ME, GA, CT, NY, NC, DC, DE, SC, WA, OH, LA, IN, WV, TN, VA, MD, MA, KY, PA, IL, CA, AZ; General Securities Representative; Investment Advisor Representative
About Nicholas High
Nicholas M. High is a Vice President and Institutional Consulting Analyst with Graystone Consulting, based out of the group’s Pittsburgh office. With more than 21 years of investment experience, Nick is responsible for performance monitoring and reporting, as well as oversight of securities trading for custodial assets. He also focuses on investment manager research and due diligence, performance measurements, and investment policy statement design and implementation. Prior to joining Graystone Consulting in 2005, Nick was an Investment Banking Associate at Raymond James in Tampa, Florida, where he specialized in middle market mergers & acquisition advisory services and real estate investment banking.
He graduated with honors from The Pennsylvania State University with a B.S. degree in Finance and a minor in business law. A member of the PSU Alumni Association and a Golden Lion, Nick currently resides in Pine Township with his wife Jacki.
He graduated with honors from The Pennsylvania State University with a B.S. degree in Finance and a minor in business law. A member of the PSU Alumni Association and a Golden Lion, Nick currently resides in Pine Township with his wife Jacki.
About Lisa Hohman
Lisa Hohman is a Portfolio Associate at Graystone Consulting. Lisa began her career in the financial industry in March of 2000, joining the Graystone Consulting Team in April of 2007. Drawing 26 years of industry experience, Lisa leads all aspects of the team’s administrative activities for the Pittsburgh office. She is often the first point of contact and is instrumental in spearheading efforts to meet the sophisticated needs of the group’s dynamic clientele. Lisa has a commitment to deliver a high level of service and a passion to provide professional and proactive customer service.
Lisa currently resides in Sewickley, PA. with her husband, Bob and has three adult children, Will, Bobby and Arielle.
Lisa currently resides in Sewickley, PA. with her husband, Bob and has three adult children, Will, Bobby and Arielle.
About Brian Mackert
Brian Mackert is an Institutional Consulting Analyst at Graystone Consulting. With more than 23 years of investment experience, Brian joined the team’s Cleveland, Ohio office in 2013, where he is primarily responsible for conducting investment manager research, performance analytics and asset allocation modeling for foundations, defined contribution plans and corporate retirement plans. He also provides financial planning and retirement plan consulting services and develops customized reporting for ERISA clients.
Brian earned his M.B.A. in Finance from Cleveland State University and his B.S. degree in History and English from Allegheny College. He also holds the Chartered Mutual Fund Counselor designation (CMFC®) from the College for Financial Planning. Brian currently lives in Olmsted Township, Ohio with his wife, Jennifer, and his children, Addison and Brady.
2018-2024 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)
Source: Barrons.com (Awarded April 2018-2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Brian earned his M.B.A. in Finance from Cleveland State University and his B.S. degree in History and English from Allegheny College. He also holds the Chartered Mutual Fund Counselor designation (CMFC®) from the College for Financial Planning. Brian currently lives in Olmsted Township, Ohio with his wife, Jennifer, and his children, Addison and Brady.
2018-2024 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants)
Source: Barrons.com (Awarded April 2018-2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
Securities Agent: WA, MO, NH, DE, ME, FL, KY, GA, WV, SC, NJ, MD, LA, IL, MI, MA, DC, CT, VT, UT, TX, PA, NY, NC, IN, AL, VA, CO, TN, RI, CA, AZ, OH; General Securities Representative; Investment Advisor Representative
Contact Gregory K Simakas
Contact Todd Simakas
Contact Nicholas Simakas
Contact Gretchen Ross
Contact Nicholas High
Contact Lisa Hohman
Wealth Management
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Portfolio Insights
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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
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- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
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- Traditional Investments
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Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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- 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
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- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
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- Plan Management Support
- Plan Participant Education
Small Business Retirement Plans
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Ready to start a conversation? Contact The Simakas Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
1When 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.
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.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
