Jonathan Swanson, CPWA®, CAIA
Institutional Consulting Director, Private Wealth Advisor
Phone:
(515) 224-5544(515) 224-5544
Industry Award WinnerOur Mission Statement
We recognize that increasingly complex and significant financial decisions magnify your need for quality advice. Unlike many wealth management firms that focus primarily on investing, we offer holistic strategies that address your entire financial plan including personal investment management, cash management and lending, wealth transfer, insurance, tax management strategies, philanthropy, family communication, and more. Our dedicated team will create a dynamic road map aligned to your unique priorities and future goals.
About The Swanson Group
The Swanson Group, established in 1973, has grown into a full-service private wealth advisory business offering a suite of resources. Today, we advise over $2.5 billion of client assets under management (as of April 2026).
As a trusted advisor, we offer holistic services across pre-liquidity event planning, asset management, family governance, succession planning, concierge services, childhood wealth education, lending solutions, estate planning strategies, trust services, risk management and more.
Many advisory teams serve hundreds of relationships. At the Swanson Group, we deliberately focus on a select group of affluent clients. By maintaining a 20-to-1 client-to-advisor ratio, we are able to curate highly customized strategies by developing a deeper understanding of your needs and goals.
As a diverse team of twelve professionals, we serve clients in over 30 states from our offices in Des Moines, St. Louis, and Chicago. We have always remained true to our Midwestern roots by valuing integrity, trust, hard work and forthright advice. We believe our clients deserve nothing less.
We begin new relationships at a minimum of $5mm of investable assets.
Please contact us to learn more.
The Importance of Giving Back
- We partner with numerous charities, faith-based organizations, not-for-profits, foundations, educational institutions, & more. Giving back and making a positive impact are core values of our team.
Capabilities
- Pre-Liquidity Planning
- Family Governance & Wealth Education
- Tax, Trust & Estate AdvisoryFootnote1
- Lifestyle Advisory ServicesFootnote2
- Comprehensive Wealth Planning
- Philanthropy Management
- Asset AllocationFootnote3
- Proprietary Investment Opportunities
- Investment Management
- Open-Architecture Platform
- Manager Selection
- Sustainable & Responsible InvestingFootnote4
- Risk Management
- 10b5-(1) Programs
- Hedging Strategies
- Securities Based LendingFootnote5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Family Office Services
The Swanson Group services clients with unique needs. We offer solutions for every aspect of our client's wellbeing- often beyond traditional wealth management processes.
Tax, Trust, & Estate Planning
As wealth advisors, we review balance sheet and existing estate planning document and look at the holistically and align them with your goals.
Learn More
Architecting a Family Office
Families build more than wealth — they build institutions that endure. From the first entrepreneurial vision to the stewardship of a multigenerational legacy, success brings with it both opportunity and complexity. For many, managing that complexity requires more than financial acumen.
Learn More
Philanthropy
Many families seek to formalize charitable goals and create a shared philanthropic identity that lasts across generations.
Giving Back
Private Markets
Companies are staying private longer. Morgan Stanley brings a network of resources and solutions to service their clients.
Private Markets
Monetization Planning
Monetizing a privately held company requires seamless coordination of your personal wealth management and business monetization strategies.
Learn More
Lifestyle Advisory
Signature Access can provide you with a dedicated Lifestyle Advisory Concierge to create customized solutions through our industry-leading, third-party providers.
Learn More
Business Owners
For founders, executives, and business owners, compensation and equity can create both opportunity and complexity.
Learn More
Cash Solutions
We understand that our clients and their families often have financial needs that extend beyond investment strategies. Our cash management and lending solutions are designed to provide dedicated capabilities to help meet these unique requirements.
Private BankingInsights & Recognitions
The Swanson Group Named to the Forbes Best-In-State Wealth Management Teams 2026
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/24-3/31/25.
Jonathan Swanson Named to Forbes Best-In-State Wealth Advisors 2026
Forbes Best-In-State Wealth Advisors 2026
Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://e.gv6.co/l3gfH4
Rachel Stauffer Named to Forbes Best-In-State Wealth Advisors 2026
Forbes Best-In-State Wealth Advisors 2026
Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://e.gv6.co/l3gfH4
Rachel Stauffer Named to Forbes Top Women Wealth Advisors Best-In-State 2026
Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Jan 2026) Data compiled by SHOOK Research LLC based on time period from 3/31/24-3/31/25.
The Swanson Group Named to the Forbes Best-In-State Wealth Management Teams 2025
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/23-3/31/24.
Rachel Stauffer Named to Forbes Top Women Wealth Advisors Best-In-State 2025
Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/23-3/31/24.
The Swanson Group Named to Barron's Top 100 Institutional Consulting Teams 2024
Source: Barron's.com (April 2024) 2024 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2022- Dec 2023.
The Swanson Group Named to the Forbes Best-In-State Wealth Management Teams 2024
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Rachel Stauffer Named to Forbes Top Women Wealth Advisors Best-In-State 2024
Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
The Swanson Group Named to the Forbes Best-In-State Wealth Management Teams 2023
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Rachel Stauffer Named to Forbes Top Women Wealth Advisors Best-In-State 2023
Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
The Swanson Group Named to Barron's Top 100 Institutional Consulting Teams 2022
Source: Barron's.com (April 2022) 2026 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021.
Innovative. Accessible. Personalized to You.
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 invest directly, or buy and sell shares of private companies.
Morgan Stanley Private Markets
The private markets ecosystem has evolved rapidly. We seek to connect you to our innovative investment options.
Learn MoreWhere Private Companies are Finding Value and Innovating:
Private companies are driving breakthroughs across industries—from space-based data centers and autonomous vehicles to AI-powered healthcare tools. Often the greatest innovations we see develop from leaders in the private markets.
5 Key Areas to Watch for Investors in Private CompaniesCryptocurrencies
Cryptocurrencies (often called “crypto”) are a fast-growing asset class. Cryptocurrencies are digital assets that run on blockchain networks, which record and verify transactions without a central authority like a bank. People often use crypto to send or receive value directly (peer-to-peer payments), but many crypto networks also support other uses — like smart contracts (self-executing code) that can power services such as lending, trading and digital collectibles.
Our Guide to CryptocurrenciesInsights from Private Company Leaders
Based on survey responses from 150+ private company executives and decision makers across growth-stage and late-stage private organizations, this year’s report shares benchmarks and practical strategies to navigate today’s evolving liquidity landscape.
Read the Report HereLocation
1080 Jordan Creek Pkwy
Ste 400N
West Des Moines, IA 50266
US
Direct:
(515) 224-5518(515) 224-5518
233 South Wacker Drive
Ste 9200
Chicago, IL 60606
US
Direct:
(312) 453-9172(312) 453-9172
7733 Forsyth Blvd
Ste 2100
Clayton, MO 63105
US
Direct:
(314) 854-5623(314) 854-5623
Meet The Swanson Group
Rachel Stauffer, CFA®
Institutional Consultant, Private Wealth Advisor
Phone:
(515) 224-5572(515) 224-5572
Neil Silverman, CFA®
Institutional Consultant
Phone:
(314) 854-5623(314) 854-5623
Michael Glicken
Private Wealth Advisor, Family Wealth Director
Phone:
(312) 453-9172(312) 453-9172
Elizabeth Gates
Financial Advisor
Phone:
(515) 224-5531(515) 224-5531
Dan Berggren
Director of Business Strategy, Institutional Consulting
Phone:
(515) 224-5515(515) 224-5515
Michele Whitty
Client Service Associate
Phone:
(515) 554-3308(515) 554-3308
Deb Kearney
Assistant Vice President, Group Director
Phone:
(515) 224-5518(515) 224-5518
Katie Flynn
PWM Registered Client Relationship Analyst
Phone:
(515) 224-5574(515) 224-5574
Tom Pierson
Private Wealth Management Associate
Phone:
(515) 224-5564(515) 224-5564
Caleb A. Stekl
Private Wealth Management Analyst
Phone:
(515) 224-5508(515) 224-5508
About Jonathan Swanson
Jonathan focuses on managing client relationships, portfolio construction, business development and working with multi-generational family business owners on their business succession, aggregating and managing liquid and illiquid personal balance sheet exposures, and charitable endeavors. Jonathan also leads the team’s investment decisions related to private capital strategies.
Jonathan joined Morgan Stanley Private Wealth Management (PWM) in 2011 after six years in New York City, where he started his career in the institutional capital markets division of Bear Stearns. Immediately prior to joining the Morgan Stanley PWM team, Jonathan served as a senior manager research analyst at Titan Advisors, a $6 billion hedge fund and private capital investment management firm now based in Stamford, CT. At Titan, Jonathan was a member of the firm’s eight-person manager selection committee and performed due diligence on hundreds of emerging and established alternative investment managers during his time there.
Jonathan received his B.S. in business and economics from Lehigh University, where he graduated cum laude. He also holds the Chartered Alternative Investment Analyst designation, as well as the Certified Private Wealth Advisor (CPWA) designation, which he obtained at the University of Chicago's Booth School of Business.
Outside the office, Jonathan previously served as a trustee at Rock in Prevention and Ex-Officio Board Chair of Big Brothers Big Sisters of Central Iowa. Presently, Jonathan serves on the Boards of Youth Standing Strong (YSS), the independent school (Bergman Academy), and is the Investment Committee Chair and Board Member at Dowling Catholic High School.
Jon lives in Des Moines with his wife (Chelsea), daughter (Sloane), and twin boys (Perry and Sutton). In his free time, Jonathan enjoys time with his family, reading, eating good food, music and playing tennis/pickleball.
Jonathan joined Morgan Stanley Private Wealth Management (PWM) in 2011 after six years in New York City, where he started his career in the institutional capital markets division of Bear Stearns. Immediately prior to joining the Morgan Stanley PWM team, Jonathan served as a senior manager research analyst at Titan Advisors, a $6 billion hedge fund and private capital investment management firm now based in Stamford, CT. At Titan, Jonathan was a member of the firm’s eight-person manager selection committee and performed due diligence on hundreds of emerging and established alternative investment managers during his time there.
Jonathan received his B.S. in business and economics from Lehigh University, where he graduated cum laude. He also holds the Chartered Alternative Investment Analyst designation, as well as the Certified Private Wealth Advisor (CPWA) designation, which he obtained at the University of Chicago's Booth School of Business.
Outside the office, Jonathan previously served as a trustee at Rock in Prevention and Ex-Officio Board Chair of Big Brothers Big Sisters of Central Iowa. Presently, Jonathan serves on the Boards of Youth Standing Strong (YSS), the independent school (Bergman Academy), and is the Investment Committee Chair and Board Member at Dowling Catholic High School.
Jon lives in Des Moines with his wife (Chelsea), daughter (Sloane), and twin boys (Perry and Sutton). In his free time, Jonathan enjoys time with his family, reading, eating good food, music and playing tennis/pickleball.
Securities Agent: IA, WV, MD, CT, AK, IN, DC, KS, NE, MO, AZ, CA, OR, NY, NM, ND, ME, IL, GA, VA, SD, OH, FL, TX, SC, MN, MA, DE, CO, VT, UT, TN, NH, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1290624
NMLS#: 1290624
About Rachel Stauffer
Rachel focuses on assisting clients in reviewing and updating investment policy statements, determining strategic asset allocation and working with complex multi-generational families with their investment, estate, trust and tax planning strategies, and philanthropic initiatives. She also leads the team’s investment decisions related to fixed-income asset allocation strategy and manager selection.
With more than 40 years in the institutional and capital markets business, Rachel applies her extensive industry knowledge to the management of client portfolios. Prior to joining Morgan Stanley Private Wealth Management (PWM) in 2014, she co-managed a $12 billion institutional private fixed-income portfolio on behalf of what is now the Apollo Group. In addition, she gained experience in private equity and corporate finance from her time at Cybus Capital Markets in Des Moines, where she served as an owner/partner.
Rachel earned her bachelor’s degree in political science from Williams College and completed an executive education program in business administration at the Wharton School of the University of Pennsylvania. In addition, she holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Iowa.
Outside the office, Rachel is the immediate past president of the board of the Des Moines Public Library Foundation. Other past non-profit board service included treasurer of the Homestead Living and Learning Center, treasurer of the Chrysalis Foundation and board member for Iowa Public Television. She has also served as a board member of Zygogen, a private biotechnology company.
Rachel and her husband, Jim Lawson, live in Des Moines. In her free time, she enjoys many outdoor activities and is an avid swimmer, runner, biker and occasional triathlete.
With more than 40 years in the institutional and capital markets business, Rachel applies her extensive industry knowledge to the management of client portfolios. Prior to joining Morgan Stanley Private Wealth Management (PWM) in 2014, she co-managed a $12 billion institutional private fixed-income portfolio on behalf of what is now the Apollo Group. In addition, she gained experience in private equity and corporate finance from her time at Cybus Capital Markets in Des Moines, where she served as an owner/partner.
Rachel earned her bachelor’s degree in political science from Williams College and completed an executive education program in business administration at the Wharton School of the University of Pennsylvania. In addition, she holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Iowa.
Outside the office, Rachel is the immediate past president of the board of the Des Moines Public Library Foundation. Other past non-profit board service included treasurer of the Homestead Living and Learning Center, treasurer of the Chrysalis Foundation and board member for Iowa Public Television. She has also served as a board member of Zygogen, a private biotechnology company.
Rachel and her husband, Jim Lawson, live in Des Moines. In her free time, she enjoys many outdoor activities and is an avid swimmer, runner, biker and occasional triathlete.
Securities Agent: VA, FL, CO, KS, MN, SD, NH, ME, IA, DC, NE, MA, AK, NY, MI, CA, TX, SC, MD, IL, UT, TN, NM, ND, GA, DE, WV, OH, OR, MO, IN, CT, AZ, MT, KY, AR, AL, LA, MS, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1297874
NMLS#: 1297874
About Neil Silverman
Neil has over 20 years of investment experience. Prior to joining Graystone, Neil managed numerous institutional client relationships at Mercer and Summit Strategies, concentrating in working with a variety of institutional client types (Defined Contribution, Defined Benefit, and Endowment & Foundations).
Neil has extensive experience constructing customized portfolios aligned with an organization’s time horizon, spending needs, risk tolerance, liquidity constraints, and mission. He advises client in areas such as strategic asset allocation, manager selection, private markets implementation, governance best practices, and operational needs. Neil approaches client relationships with an extension of staff mindset, augmenting investment programs through donor/stakeholder engagement and education. He sources and diligences impact investments aligned with clients’ mission. Neil began his career at Bear Stearns on the Structured Equity Products desk, trading equity swaps.
Earned bachelors degree in History from the University of Michigan
Neil works out of Graystone’s Saint Louis, Missouri office where he you can find Neil at the local gym, and spending time with his wife and four children
Neil has extensive experience constructing customized portfolios aligned with an organization’s time horizon, spending needs, risk tolerance, liquidity constraints, and mission. He advises client in areas such as strategic asset allocation, manager selection, private markets implementation, governance best practices, and operational needs. Neil approaches client relationships with an extension of staff mindset, augmenting investment programs through donor/stakeholder engagement and education. He sources and diligences impact investments aligned with clients’ mission. Neil began his career at Bear Stearns on the Structured Equity Products desk, trading equity swaps.
Earned bachelors degree in History from the University of Michigan
Neil works out of Graystone’s Saint Louis, Missouri office where he you can find Neil at the local gym, and spending time with his wife and four children
Securities Agent: OH, FL, TN, ME, DE, AK, CA, WV, SC, CT, NH, MD, IA, DC, UT, SD, OR, NY, NM, NE, MO, IL, CO, NC, MI, IN, VT, TX, MA, VA, GA, AZ, ND, MN, KS; General Securities Representative; Investment Advisor Representative
About Michael Glicken
Focusing on Ultra High Net Worth families, private business owners and corporate executives, Michael is the M&A, valuation, operations and capital solutions lead for the Graystone –West Des Moines team. Prior to joining Morgan Stanley, he was an engineer with Dell and Honeywell, provided asset valuation services for Hilco and executed sell-side investment banking transactions at Lincoln International. As an investment banker, operator and engineer, Michael has a vast network of consultative resources within M&A and a deep, intimate knowledge of how to run a process and maximize value. As the son of a business owner who ultimately sold, he has personal experience with the impact these events have on breadwinners and their families. He believes that in addition to conventional asset diversification, wealth management should involve optimizing a company’s potential prior to sale while minimizing the demands on family.
Michael received his M.B.A. in Analytical Finance and Economics from The University of Chicago, Booth School of Business, and graduated from Cornell University with a degree in Electrical and Computer Engineering.
Michael and his wife, Claudia, live in the Lincoln Park neighborhood of Chicago, IL with their daughter, Ceneca.
Michael received his M.B.A. in Analytical Finance and Economics from The University of Chicago, Booth School of Business, and graduated from Cornell University with a degree in Electrical and Computer Engineering.
Michael and his wife, Claudia, live in the Lincoln Park neighborhood of Chicago, IL with their daughter, Ceneca.
Securities Agent: NV, NE, MI, IL, IA, TN, MD, NM, GA, FL, CA, AZ, NY, KS, IN, DE, DC, SC, NH, MA, CO, AK, OR, OH, MO, WV, SD, MN, ME, CT, WI, UT, TX, ND; General Securities Representative; Investment Advisor Representative
About Elizabeth Gates
Elizabeth comes to Morgan Stanley after spending 13+ years at Principal Financial Group in Des Moines. She held a variety of roles spanning their asset management, retirement, and insurance business divisions. During her time there, she gained deep expertise in relationship management, product management, and analytics where she built a strong foundation in both client experience and business strategy. She is known for her collaborative leadership style and ability to connect strategic goals with meaningful outcomes.
Outside of work, Elizabeth lives in Urbandale, Iowa with her husband Scott and 10-year-old son Grayson. They enjoy family vacations, being outdoors, and getting to spend time at their family farm.
Outside of work, Elizabeth lives in Urbandale, Iowa with her husband Scott and 10-year-old son Grayson. They enjoy family vacations, being outdoors, and getting to spend time at their family farm.
Securities Agent: MA, TX, NM, ME, IL, CA, TN, NY, NH, NE, MN, DC, AK, SD, GA, CO, WV, UT, OR, OH, VT, MI, MD, IN, MO, KS, CT, VA, SC, IA, FL, DE, ND, AZ; General Securities Representative; Investment Advisor Representative
About Dan Berggren
Dan is responsible for universal, top-down portfolio construction, as well as for the group's macroeconomic, geopolitical and capital markets research efforts. His capital markets research is pulled from both external and proprietary resources, and is integrated into the group's investment strategies for all clients. In his analyst capacity, Dan employs a dynamic, hands-on approach to manager selection and asset allocation analytics across client portfolios. He has directed the team's strategic portfolio rebalancing efforts for over a decade, and guides our asset allocation recommendations. Dan graduated with a B.S. in business marketing from Marist College, and has been with the team for over 27 years.
About Michele Whitty
I leverage 25+ years of experience in fund development, marketing, board service, donor cultivation, and non-profit strategy in my role with the team. With decades of advancement and donor cultivation experience, I assist families with maximizing impact and tax-efficient giving strategies.
I have managed annual funds, capital campaigns, initiated a major gifts program, served on community boards and worked as an Advancement Director. In my role as a Client Service Associate, I bring best practice strategies to our team for non-profit institutions and affluent families in matters related to board development, donor cultivation and capital campaigns/annual funds. I am also responsible for advancing the team’s marketing and community development initiatives.
I have managed annual funds, capital campaigns, initiated a major gifts program, served on community boards and worked as an Advancement Director. In my role as a Client Service Associate, I bring best practice strategies to our team for non-profit institutions and affluent families in matters related to board development, donor cultivation and capital campaigns/annual funds. I am also responsible for advancing the team’s marketing and community development initiatives.
About Deb Kearney
Deb joined 2017 and brings over 20 years of financial services experience to our clients. She works to streamline processes and provide an exceptional service experience. Prior to her current position, Deb worked as a practice manager for another financial services firm. Born and raised in Des Moines, Deb received her Associate of Arts degree in business administration from Grand View University and her Bachelor of Business Administration degree from Iowa State University.
About Katie Flynn
Katie joined the team in 2025 as a client service associate. She earned her bachelor’s degree at the University of Iowa.
Outside of work, Katie enjoys spending time with her husband and dogs, yoga, traveling, and cheering on the Hawkeyes
Outside of work, Katie enjoys spending time with her husband and dogs, yoga, traveling, and cheering on the Hawkeyes
About Tom Pierson
Tom brings over 20 years in finance and wealth management support to our team. After graduating from Augustana College, he spent the first decade of his career at JPMorgan Chase throughout Chicagoland before moving to Denver and joining Wells Fargo Private Bank. After relocating to Des Moines in 2022, he pivoted his career to the investment side with Merrill Lynch where he became fully registered and fostered a resolve to be part of something greater within Private Wealth Management and institutional investing. Happy to be back in the heartland (and thrilled with the soft landing within the Swanson Group), his focus here is facilitating the operational component of our business and creating a seamless experience within all facets of our clients’ relationship.
Outside of work, Tom enjoys a good book, song, or movie (as long as it doesn’t ruin the book) as well as hiking, biking, and lounging with his wife, dog, and chickens.
Outside of work, Tom enjoys a good book, song, or movie (as long as it doesn’t ruin the book) as well as hiking, biking, and lounging with his wife, dog, and chickens.
About Caleb A. Stekl
Caleb Stekl, Private Wealth Management Analyst, joined The Swanson Group with four years of industry experience, including one at Morgan Stanley. He is responsible for all aspects of portfolio construction, manager oversight and searches, developing the team’s macroeconomic and thematic outlook, and alternative investment philosophy.
Caleb earned his B.A. in Philosophy at the University of Northern Iowa. Outside of work, you can find Caleb playing with his dog, Sage, cooking for friends and family, and creating cocktails and mocktails.
Caleb earned his B.A. in Philosophy at the University of Northern Iowa. Outside of work, you can find Caleb playing with his dog, Sage, cooking for friends and family, and creating cocktails and mocktails.
Contact Jonathan Swanson
Contact Rachel Stauffer
Awards and Recognition
Forbes Best-In-State Wealth Advisors
2023-2026 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2023-2026). 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
2023-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Top Women Wealth Advisors Best-In-State
2023-2026 Forbes Top Women Wealth Advisors Best-In-State Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in September of year prior to the issuance of the award.
Barron's Top 100 Institutional Consulting Teams
2022, 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 2022, 2024). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
4
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
Greg Cole
Private Banker
Mamta Shah
Trust Specialist
Joe Saadi
Trust Specialist
About Greg Cole
Greg Cole is a Private Banker serving Morgan Stanley Wealth Management offices in Missouri.
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.
Greg began his career in financial services in 1999 and joined Morgan Stanley in 2011. Prior to joining the firm, he was a Regional Banking Consultant at Wells Fargo Advisors. Greg has also served as an Area Manager with JP Morgan Chase and was a Senior Mortgage Consultant in the Smith Barney division at CitiMortgage.
Greg is a graduate of Rockhurst University, where he received a Bachelor of Arts in Psychology. He and his family currently reside in O’Fallon, Missouri. Outside of the office, Greg enjoys spending time with his family and friends.
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.
Greg began his career in financial services in 1999 and joined Morgan Stanley in 2011. Prior to joining the firm, he was a Regional Banking Consultant at Wells Fargo Advisors. Greg has also served as an Area Manager with JP Morgan Chase and was a Senior Mortgage Consultant in the Smith Barney division at CitiMortgage.
Greg is a graduate of Rockhurst University, where he received a Bachelor of Arts in Psychology. He and his family currently reside in O’Fallon, Missouri. Outside of the office, Greg enjoys spending time with his family and friends.
NMLS#: 801927
About Mamta Shah
Mamta Shah is the Trust Specialist based in Chicago, covering the Midwest Region. Morgan Stanley provides a full array of personal and institutional trust services to high net worth clients of the firm. Mamta’s responsibilities include educating Financial Advisors and their clients on the open architecture trust service model and helping them identify opportunities to leverage the trust partners on the platform.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
Before joining Trust Services in 2010, she was the Wealth Analyst with the Chicago based Wealth Planning Center at Morgan Stanley. Mamta was responsible for providing information and education on a full range of income and estate tax topics and concerns.
Prior to joining the Planning Center team in 2006, Mamta was Vice President of an Independent Investment Advisory Firm. She worked closely with the clients of the firm on a variety of financial planning and investment advisory services.
Mamta obtained her bachelor’s degree from Babson College with a major in Finance/Entrepreneurship. Mamta is a licensed CPA and holds a CFP® designation, She has been in the financial services industry since 1999. She is Series 7, 63, 65 and life/health insurance licensed. She is a member of the AICPA and the Illinois CPA Society. She lives in Chicago with her family.
About Joe Saadi
Joseph Saadi is the Regional Trust Specialist for Morgan Stanley’s Central Region. Within the Trust Services Group, Joe is responsible for delivering the “Open Architecture” trustee platform, which consists of several unaffiliated third-party trust companies who serve in a fiduciary, agency or custodial role for high-net-worth and ultra-high-net-worth families. Joe and the Trust Services Group help Morgan Stanley Financial Advisors, clients, prospects and the professional community understand the corporate trustee services available through Morgan Stanley and how their corporate trustee partners provide fiduciary services to clients. The process involves reviewing trust documents and statements as well as analyzing family dynamics. Joe then uses this information to help clients select one or more of the Firm’s corporate trustee partners to possibly serve as trustee, co-trustee or administrative agent for client trust accounts.
Prior to joining the firm, Joe’s 30 years of legal and comprehensive wealth planning experience include positions as Managing Director at TIAA Trust Company, Market Trust Director at JP Morgan Trust Company, Trust & Estate Specialist at Merrill Lynch Trust Company, and District Attorney General at the Ohio Attorney General’s Office.
Joe obtained his Bachelor of Science in Business Administration degree from John Carroll University and his Juris Doctor from Cleveland-Marshall College of Law. Joe is a member of the State Bar of Ohio and holds his Series 7 and 66 licenses.
Prior to joining the firm, Joe’s 30 years of legal and comprehensive wealth planning experience include positions as Managing Director at TIAA Trust Company, Market Trust Director at JP Morgan Trust Company, Trust & Estate Specialist at Merrill Lynch Trust Company, and District Attorney General at the Ohio Attorney General’s Office.
Joe obtained his Bachelor of Science in Business Administration degree from John Carroll University and his Juris Doctor from Cleveland-Marshall College of Law. Joe is a member of the State Bar of Ohio and holds his Series 7 and 66 licenses.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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 trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley 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.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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 trusts, estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley 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.
Trusts are not necessarily appropriate for all clients. There are risks and considerations which may outweigh any potential benefits. Establishing a trust will incur fees and expenses which may be substantial. Trusts often incur ongoing administrative fees and expenses such as the services of a corporate trustee, attorney, or tax professional.
Trust services are provided by third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such trust services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with these trust services. Neither Morgan Stanley nor its affiliates shall be responsible for any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.
Private Wealth Management
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Managing Significant Wealth
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Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
3Asset Allocation does not assure a profit or protect against loss in declining financial markets.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
5Borrowing against securities may not be appropriate for everyone. You should be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss. For details please see the important disclosures below.
Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.
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.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
2Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
3Asset Allocation does not assure a profit or protect against loss in declining financial markets.
4Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
5Borrowing against securities may not be appropriate for everyone. You should be aware that there are risks associated with a securities based loan, including possible maintenance calls on short notice, and that market conditions can magnify any potential for loss. For details please see the important disclosures below.
Securities based loans are provided by Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association or Morgan Stanley Bank, N.A, as applicable.
Important Risk Information for Securities Based Lending: You need to understand that: (1) Sufficient collateral must be maintained to support your loan(s) and to take future advances; (2) You may have to deposit additional cash or eligible securities on short notice; (3) Some or all of your securities may be sold without prior notice in order to maintain account equity at required maintenance levels. You will not be entitled to choose the securities that will be sold. These actions may interrupt your long-term investment strategy and may result in adverse tax consequences or in additional fees being assessed; (4) Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, National Association or Morgan Stanley Smith Barney LLC (collectively referred to as “Morgan Stanley”) reserves the right not to fund any advance request due to insufficient collateral or for any other reason except for any portion of a securities based loan that is identified as a committed facility; (5) Morgan Stanley reserves the right to increase your collateral maintenance requirements at any time without notice; and (6) Morgan Stanley reserves the right to call securities based loans at any time and for any reason.
With the exception of a margin loan, the proceeds from securities based loan products may not be used to purchase, trade, or carry margin stock (or securities, with respect to Express CreditLine); repay margin debt that was used to purchase, trade or carry margin stock (or securities, with respect to Express CreditLine); and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
To be eligible for a securities based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which shall serve as collateral for the securities based loan.
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.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
CRC 4677197 (7/2025), 4763067 (9/2025)
