Phone:
(843) 727-7795(843) 727-7795
The Snyder Group at Morgan Stanley
Direct:
(843) 727-7795(843) 727-7795
Our Mission Statement
To provide a world class client experience in the financial services industry while emphasizing transparency and responsiveness.
Our Story
The Snyder Group is committed to delivering a high level of service built on honesty, transparency, and client-focused service. We believe every client’s definition of success is personal, and our role is to help bring clarity to that vision through thoughtful financial planning and investment guidance tailored to their unique circumstances.
We work closely with individuals and families to understand their goals, priorities, and evolving needs, then develop strategies designed to support them today and into the future. Our process is personalized, disciplined, and centered on helping clients make informed decisions with confidence.
In addition to serving individuals and families, we also work with business owners and company executives to help support one of their most valuable assets — their employees. Through the implementation and management of employee benefit programs, we help businesses provide meaningful strategies that can contribute to the financial well-being of their workforce.
At The Snyder Group, our clients are at the center of everything we do. We strive to be a trusted resource through every stage of life, cultivating lasting relationships that extend well beyond business and are grounded in care, accessibility, and long-term commitment.
We work closely with individuals and families to understand their goals, priorities, and evolving needs, then develop strategies designed to support them today and into the future. Our process is personalized, disciplined, and centered on helping clients make informed decisions with confidence.
In addition to serving individuals and families, we also work with business owners and company executives to help support one of their most valuable assets — their employees. Through the implementation and management of employee benefit programs, we help businesses provide meaningful strategies that can contribute to the financial well-being of their workforce.
At The Snyder Group, our clients are at the center of everything we do. We strive to be a trusted resource through every stage of life, cultivating lasting relationships that extend well beyond business and are grounded in care, accessibility, and long-term commitment.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
Many of our clients are either contemplating retirement or already retired. Others are corporate executives whose wealth may be overly concentrated in the stock of their employers. Still others are business owners who are seeking the most efficient way to sell their company or perhaps transfer ownership to family members. For all these clients, we employ a planning-based process that includes the following steps:
1. Discovery
• As Financial Advisors, we understand the importance of listening before we offer possible recommendations
• Our conversations will explore your aspirations, apprehensions, and unique circumstances
• Only when we have a thorough understanding of these will we be able to proceed to the next phase of our process
• Our conversations will explore your aspirations, apprehensions, and unique circumstances
• Only when we have a thorough understanding of these will we be able to proceed to the next phase of our process
2. Developing Your Plan
• Our sophisticated wealth planning platform helps us provide you with an understanding of where you are on your journey and whether you will be able to reach your destination within your required timeframe
• Once we understand whether you have a gap or a surplus between the projected cost of your goals and your overall resources, we will create a plan with customized recommendations
• Once we understand whether you have a gap or a surplus between the projected cost of your goals and your overall resources, we will create a plan with customized recommendations
3. Evaluating Your Progress
• We monitor your performance on an ongoing basis
• We may alter our strategies to accommodate changing circumstances in your life or trends in the financial markets
• When those markets turn turbulent, you can count on us to help you understand what’s going on and avoid emotional decisions that may impede your long-term progress
• We may alter our strategies to accommodate changing circumstances in your life or trends in the financial markets
• When those markets turn turbulent, you can count on us to help you understand what’s going on and avoid emotional decisions that may impede your long-term progress
4. Implementing Your Plan
• Working closely with you to bring your plan to life
• Consulting with Morgan Stanley professionals who specialize in estate and retirement planning, lending strategies, insurance, and other disciplines
• Developing an investment strategy to meet any challenges
• Ongoing analysis and adjustment of your positions to manage risk or take advantage of prevailing market conditions
• Consulting with Morgan Stanley professionals who specialize in estate and retirement planning, lending strategies, insurance, and other disciplines
• Developing an investment strategy to meet any challenges
• Ongoing analysis and adjustment of your positions to manage risk or take advantage of prevailing market conditions
LifeView® and Goals Planning System (GPS)
Alongside existing investments, we develop a customized financial plan to determine appropriate investment strategies. We develop a client's financial plan through one or both of our planning tools, LifeView® and Morgan Stanley's proprietary platform, the Goals Planning System (GPS). These tools enable us to create a realistic planning strategy for clients that combine various aspects of an individual's financial life.
Tools within Financial Planning
- Asset Allocation
- What-if Scenarios
- Tax-Deferred vs Taxable
- IRA Conversions, Contributions, Distributions
- Cost of College
- Net Unrealized Appreciation (NUA)
- Estate Planning Scenarios
- Insurance and Long-Term Costs
- Retirement Annuities
Supporting an employer-sponsored retirement plan is a meaningful benefit for employees—and an important responsibility for business owners and plan sponsors. Led by a Morgan Stanley Corporate Retirement Director, Eric Snyder, our team helps companies navigate the many considerations involved in overseeing a retirement plan. This may include evaluating service providers and investments, addressing ERISA-related considerations, and developing education and engagement strategies designed to help employees better understand and use their workplace benefits.
Morgan Stanley's corporate retirement capabilities are designed to help businesses establish and maintain plans that align with their organizational goals and the needs of their employees. Our consultative approach may include needs assessments, plan benchmarking, provider and recordkeeper evaluations, fee analysis, Investment Policy Statement guidance, and ongoing investment monitoring. Depending on a plan's needs, we may provide non-discretionary investment advice under ERISA Section 3(21) or discretionary investment management under ERISA Section 3(38). In many cases, businesses may continue working with their existing recordkeeper while engaging Morgan Stanley as an investment professional for the plan. Employees may also benefit from financial education delivered through digital resources and live sessions.
Location
850 Morrison Drive
Ste 800
Charleston, SC 29403
US
Direct:
(843) 727-7795(843) 727-7795
Meet The Snyder Group
Phone:
(843) 727-7716(843) 727-7716
Shelby Roulier
Senior Client Service Associate
Phone:
(843) 727-7757(843) 727-7757
About Eric Snyder
Eric graduated from Clemson University with honors, where he majored in finance and minored in accounting. Eric's professional designations include Certified Financial Planner, Corporate Retirement Director and Qualified Plan Financial Consultant. Eric's committed to providing a world-class client experience in guiding families and business owners through the complex challenges and unique opportunities that inherently exist with significant wealth by leveraging the breadth and depth of the resources at Morgan Stanley. In his free time, Eric enjoys playing tennis and watching Clemson football with his wife and three young children.
Securities Agent: MD, CA, IN, NY, OR, KY, FL, WA, UT, SC, MA, GA, NJ, NC, MI, ME, IL, DE, VA, TX, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1646398
NMLS#: 1646398
About Coalter Smith
Coalter Smith is a Financial Advisor at Morgan Stanley. Originally from Grosse Pointe, Michigan, Coalter grew up with an early appreciation for hard work, discipline, and relationships — values that continue to guide him today. After attending Grosse Pointe South High School, Coalter went on to graduate from the University of Wisconsin–Madison, where Coalter was fortunate to compete on the men’s golf team and earn Academic All-American honors three times.
Golf has played a meaningful role in shaping who Coalter is. Competing at the collegiate level, and later professionally after earning full PGA Tour Americas status, gave him the opportunity to travel across North America — from the West Coast of Canada to the East Coast and many places in between. Those experiences taught him resilience, preparation, focus, and the importance of earning trust over time.
Coalter’s path to wealth management was also deeply personal. He grew up around the industry, with his grandfather, uncle, and father all having built careers in wealth management. Seeing firsthand the impact that thoughtful guidance and strong client relationships have inspired him to pursue this work.
Today, Coalter brings that same relationship-driven mindset to the clients and families he serves. He is passionate about understanding what matters most to each client, building lasting relationships, and delivering a high level of service with care, consistency, and attention to detail.
Golf has played a meaningful role in shaping who Coalter is. Competing at the collegiate level, and later professionally after earning full PGA Tour Americas status, gave him the opportunity to travel across North America — from the West Coast of Canada to the East Coast and many places in between. Those experiences taught him resilience, preparation, focus, and the importance of earning trust over time.
Coalter’s path to wealth management was also deeply personal. He grew up around the industry, with his grandfather, uncle, and father all having built careers in wealth management. Seeing firsthand the impact that thoughtful guidance and strong client relationships have inspired him to pursue this work.
Today, Coalter brings that same relationship-driven mindset to the clients and families he serves. He is passionate about understanding what matters most to each client, building lasting relationships, and delivering a high level of service with care, consistency, and attention to detail.
Securities Agent: MI, NY, MA, IN, WA, IL, CA, WI, SC, TX, OR, ME, DE, NJ, NC, VA, KY, GA, FL, MD, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 2865557
NMLS#: 2865557
About Shelby Roulier
As a Senior Client Service Associate, Shelby focuses on ensuring every client’s experience is uncomplicated and seamless. With over fifteen years at Morgan Stanley, Shelby's passion for client engagement drives her role at the firm. A native of Columbia, SC, Shelby earned a B.A. in Corporate Communication from the College of Charleston. In her spare time Shelby enjoys trying new restaurants, reading and spending time outdoors with her husband and sons.
Contact Eric Snyder
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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
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
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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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
- 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
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
- Investment Management
- Plan Management Support
- Plan Participant Education
Small Business Retirement Plans
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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.
Ready to start a conversation? Contact The Snyder 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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7When 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.
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.
9Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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 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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
7When 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.
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.
9Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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 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)
