Bruce A Weber
Senior Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(757) 493-2130(757) 493-2130
The Weber Tunstall Group at Morgan Stanley
Direct:
(757) 493-2130(757) 493-2130
Toll-Free:
(866) 231-3925(866) 231-3925
Our Mission Statement
We deliver highly personalized investment and financial strategies, comprehensive retirement planning, and client service of the highest caliber.
Welcome
As your personal wealth management team, we are much more than investment advisors or stockbrokers in the traditional sense. Most of our clients invest 500K or more in a diversified array of unified managed accounts comprised of individual stocks, bonds, mutual funds, and exchange-traded funds, turning to us first for financial plans and ultimately for advisory management targeting their specific household goals. We are happy to overlook investment minimums for those who desire to implement a disciplined financial strategy driven by ongoing investments. If you would like to discuss a highly personalized investment strategy tailored to fulfill a particular need or to meet your long-term objectives, please don’t hesitate to contact us.
Services Include
- Wealth ManagementFootnote1
- Professional Portfolio ManagementFootnote2
- Financial PlanningFootnote3
- Retirement PlanningFootnote4
- Planning for Education FundingFootnote5
- Estate Planning StrategiesFootnote6
- Lending Products
- Cash ManagementFootnote7
- 401(k) Rollovers
- Life InsuranceFootnote8
- Long Term Care InsuranceFootnote9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Resources for You
Explore our comprehensive collection of articles tailored to assist veterans in navigating life's challenges with resilience and support. From strategies to manage everyday challenges, empower you with knowledge and guidance to thrive beyond military service.
Taking Command of Your Financial Life
How carefully navigating your personal finances and veteran benefits can help set you up for success, as you transition to civilian life.
Learn More
Military to Corporate Transition
Here are some insights and advice from veterans at Morgan Stanley on how to prepare for a move from a military career into a corporate one.
Learn More
New Veteran Career Advice and Tips
Four Morgan Stanley veterans share their experiences and advice on transitioning to civilian life.
Learn More
Celebrating Our Commitment to Veterans
Learn how Morgan Stanley supports those who have served.
Learn More
How to Avoid Outliving Your Retirement Savings
If your retirement lasts longer than you expect, will you be ready? Here’s how to make your money last.
Learn More
From Tank Regiment to Banking Associate
Jun Sandeman, a veteran who works in Global Capital Markets in London, says his military training prepared him well to make the transition to a civilian career in banking.
Learn MoreDIGITAL TOOLS AND RESOURCES
Please find below links to resources you may find useful as you familiarize yourself with the Morgan Stanley Wealth Management platforms. If you have any questions, feel free to reach out to a member of the team.
Morgan Stanley Online
Be in control of all your finances with Morgan Stanley Online and Morgan Stanley Mobile App. Track your spending, create budgets, deposit checks, and pay bills are just a few things you can do. Take advantage of additional features like current news and market data.
Access MSO
Total Wealth View
Keeping track of your finances may be difficult when you have multiple accounts at other financial institutions. Total Wealth View allows you to consolidate them on the Morgan Stanley Mobile App or Morgan Stanley Online to give you a more complete financial picture. This can help your confidence in your finances and planning for the future.
Total Wealth View
eDelivery
eDelivery services ensure clients receive crucial financial documents efficiently and securely, enhancing their digital financial management.
eDelivery
eSign
eSign offers a secure and efficient way to electronically sign documents, eliminating the need for physical paperwork, and simplifying transactions.
eSign
LifeView
Regardless of what stage your life is in, we can help you achieve your financial goals. Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
Life View Financial Plan
Morgan Stanley Ideas
Read our perspective on what's shaping the world today, and tomorrow. We cover topics ranging from health care, sustainability, macroeconomics and technology.
Click Here to Explore Our Ideasvaluable tools and resources
Discover a wealth of valuable information and resources at your fingertips. This tab is designed to provide everyone with convenient access to helpful articles and other essential resources.
We hope you'll return often to learn more about the topics that impact your overall wealth.
We hope you'll return often to learn more about the topics that impact your overall wealth.
Questionnaire
View the Questionnaire Here
Balance Retirement Saving with Education Saving
When you have multiple financial goals, how do you prioritize? Here’s how to strike a balance between saving for retirement and your children’s education.
Read More
Global Investment Committee Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Report Here
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance you own online security.
Visit our Security Center
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below to access a library of interesting content from the firm.
Morgan Stanley Ideas PodcastIMPORTANT UPDATES FOR 2025
We would like to ensure you are up to date on the following changes for the year ahead. Please let us know if you have any questions!
Highlights of Changes for 2025
401(k) limit increases to $23,500 for 2025, IRA limit remains $7,000
Click Here to Read More
Income Tax Brackets for 2025
Depending on your taxable income, you can end up in one of seven different federal income tax brackets – each with its own marginal tax rate.
2025 Tax Tables
Social Security COLA Increase
Social Security and Supplemental Security Income (SSI) benefits for more than 72.5 million Americans will increase 2.5 percent in 2025.
SSA Fact Sheet
Location
222 Central Park Ave Twn Ctr 18fl
Virginia Beach, VA 23462
US
Direct:
(757) 493-2130(757) 493-2130
Toll-Free:
(866) 231-3925(866) 231-3925
Meet The Weber Tunstall Group
Jennifer H Tunstall, CFP®
Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(757) 493-2136(757) 493-2136
Maureen E. "Libby" Griffin
Portfolio Associate, Financial Planning Specialist
Phone:
(757) 493-2135(757) 493-2135
About Bruce A Weber
Bruce Weber is a Financial Advisor and Senior Vice President at Morgan Stanley. A native of New Jersey, he graduated from Cornell University in 1975 with BA degrees in Psychology and Government. Before joining Salomon Smith Barney in 2000, he completed a 25-year career as a United States Navy pilot, achieving his promotion to Captain after amassing over 5,000 flight hours and nearly 900 carrier arrested landings, predominantly in the A-6 Intruder.
Bruce now holds an MA degree in National Security and Strategic Studies from the Naval War College. A Financial Planning Specialist, his numerous security licenses include: Series 7—General Securities; Series 63—Uniform State Registration; Series 65—Investment Advisory Agent; and Life, Health, Variable Annuities, and Long-Term Care Insurance.
In 2001, during his first few months as a Financial Advisor, Bruce was awarded the Smith Barney national “Pacesetter Award” for singularly outstanding performance ahead of each of his peers throughout the firm. Continuously since that very early distinction, in sustained recognition of investment advisory excellence and unwavering professionalism throughout his extraordinary career, he has achieved “council-level” status for 22 consecutive years, recently as a member of the prestigious Morgan Stanley "Master's Club" and with high esteem as a "Forbes 2021 and 2022 Best-In-State Wealth Advisor".
Source: Forbes.com (Awarded April 2023).
Data compiled by SHOOK Research LLC
based on the time period from 6/30/21-6/30/22.
Bruce now holds an MA degree in National Security and Strategic Studies from the Naval War College. A Financial Planning Specialist, his numerous security licenses include: Series 7—General Securities; Series 63—Uniform State Registration; Series 65—Investment Advisory Agent; and Life, Health, Variable Annuities, and Long-Term Care Insurance.
In 2001, during his first few months as a Financial Advisor, Bruce was awarded the Smith Barney national “Pacesetter Award” for singularly outstanding performance ahead of each of his peers throughout the firm. Continuously since that very early distinction, in sustained recognition of investment advisory excellence and unwavering professionalism throughout his extraordinary career, he has achieved “council-level” status for 22 consecutive years, recently as a member of the prestigious Morgan Stanley "Master's Club" and with high esteem as a "Forbes 2021 and 2022 Best-In-State Wealth Advisor".
Source: Forbes.com (Awarded April 2023).
Data compiled by SHOOK Research LLC
based on the time period from 6/30/21-6/30/22.
Securities Agent: WI, HI, OH, NV, NJ, NC, GA, AZ, MN, AL, WA, OR, IN, FL, CA, TN, SC, MA, VA, PA, MT, LA, CO, UT, MD, ID, AR, RI, OK, DC, WY, TX, NY, NE, MI, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1278659
NMLS#: 1278659
About Jennifer H Tunstall
Jenny Tunstall is a Financial Advisor, Vice President, and Certified Financial Planner™ at Morgan Stanley. She graduated from George Mason University in 2004 with a B.S. in Finance and joined Morgan Stanley, formerly Smith Barney, in July 2004, where she has worked for the past 19 years. From 2016 - 2020, she was selected for the prestigious “Pacesetter’s Club” for outstanding performance ahead of each of her peers throughout the firm.
A Financial Planning Specialist, her numerous securities licenses include: Series 7 – General Securities; Series 66 – Combined Investment Advisory Agent and Uniform State Agent; and Life, Health, Variable Annuities, and Long-Term Care Insurance.
A Financial Planning Specialist, her numerous securities licenses include: Series 7 – General Securities; Series 66 – Combined Investment Advisory Agent and Uniform State Agent; and Life, Health, Variable Annuities, and Long-Term Care Insurance.
Securities Agent: LA, VA, WI, PA, MA, IN, RI, ID, HI, UT, NV, AL, OR, OK, NY, MI, IL, GA, FL, WY, NJ, NC, DC, MD, TX, AZ, WA, TN, SC, OH, NE, MT, MN, CO, CA, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1316468
NMLS#: 1316468
About Maureen E. "Libby" Griffin
Libby Griffin is a Portfolio Associate at Morgan Stanley. She joined Morgan Stanley in September 2004, formerly Legg Mason, where she has worked for the past 18 years. Libby graduated from Old Dominion University in 1992 with a B.S. in Physical Education, including an emphasis on Sports Management. A competitive swimmer, she was awarded Scholar Athlete of the Year during her time at Old Dominion University.
Her securities licenses include: Series 7 General Securities; and Series 66 Combined Investment Advisory Agent and Uniform State Agent.
Originally from Springfield, VA, Libby and her family currently live in Newport News, Virginia. She and her husband, Steve, have three children, Megan, McKenna, and Walker.
Her securities licenses include: Series 7 General Securities; and Series 66 Combined Investment Advisory Agent and Uniform State Agent.
Originally from Springfield, VA, Libby and her family currently live in Newport News, Virginia. She and her husband, Steve, have three children, Megan, McKenna, and Walker.
Contact Bruce A Weber
Contact Jennifer H Tunstall
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
Article Image
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
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Weber Tunstall Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
7Morgan 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
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
7Morgan 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
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
