First Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
Phone:
(407) 740-4935(407) 740-4935
The Winter Park Group at Morgan Stanley
Direct:
(407) 740-4935(407) 740-4935
The Winter Park Difference
The Winter Park Group has been working together to help clients reach their financial goals since 1990. The team’s financial advisors bring together their collective knowledge and experience to give clients a unique experience from the first meeting. Jordan and Kent utilize their extensive education and involvement teaching financial planning and investing classes at various institutions to introduce the financial planning process from an educational perspective.
Jordan and Kent are able to put the combination of a CFP© and CFA© designations together to implement a holistic service model that assists their clients with not only investments, but tax efficiency, asset allocation and risk management as well. The team approaches financial planning as a collaborative process to help maximize a client’s potential for meeting life goals through smart financial advice that integrates relevant elements of the client’s personal and financial circumstances. The process begins by developing a plan and then applying investment selection combined with asset allocation while consistently remaining tax aware with ongoing monitoring to ensure that a client’s plan is still aligned with their goals as cost effectively as possible. Finally, each portfolio manager sets themselves apart with their own portfolio structure developed and refined over many years.
Through a thoughtful and collaborative process, Jordan cultivates a personalized financial plan that reflects your objectives, while assessing your risk profile, and the realities of your financial life. The strategies built are designed to adjust over time – helping you navigate market shifts and life changes while staying on track towards your financial goals.
With over forty years of portfolio management experience and an extensive academic background, which includes a CFA©, an MBA from Crummer Graduate School of Business, and a Masters of Applied Economics from the University of Central Florida, Kent manages each client’s portfolio using Modern Portfolio Theory, assessing risk and return ratios to match each client’s short and long term goals. Relying on historical economic cycles, his portfolios combine active and passive indexing strategies to focus on returns, as well as market risk. Kent developed his investment portfolio in 1994 and continues his portfolio strategies exactly the same today.
The Winter Park Group has clients across the country and supports several philanthropic organizations. Outside of the office, Kent has been on expeditions on four of the seven summits, while Jordan loves spending time with his family.
If you have over $500,000 of investable assets and would be interested in our portfolios or direct indexing strategies, we would welcome the opportunity to review your current situation to see how we can help achieve your financial goals. To learn more, contact us today.
Jordan and Kent are able to put the combination of a CFP© and CFA© designations together to implement a holistic service model that assists their clients with not only investments, but tax efficiency, asset allocation and risk management as well. The team approaches financial planning as a collaborative process to help maximize a client’s potential for meeting life goals through smart financial advice that integrates relevant elements of the client’s personal and financial circumstances. The process begins by developing a plan and then applying investment selection combined with asset allocation while consistently remaining tax aware with ongoing monitoring to ensure that a client’s plan is still aligned with their goals as cost effectively as possible. Finally, each portfolio manager sets themselves apart with their own portfolio structure developed and refined over many years.
Through a thoughtful and collaborative process, Jordan cultivates a personalized financial plan that reflects your objectives, while assessing your risk profile, and the realities of your financial life. The strategies built are designed to adjust over time – helping you navigate market shifts and life changes while staying on track towards your financial goals.
With over forty years of portfolio management experience and an extensive academic background, which includes a CFA©, an MBA from Crummer Graduate School of Business, and a Masters of Applied Economics from the University of Central Florida, Kent manages each client’s portfolio using Modern Portfolio Theory, assessing risk and return ratios to match each client’s short and long term goals. Relying on historical economic cycles, his portfolios combine active and passive indexing strategies to focus on returns, as well as market risk. Kent developed his investment portfolio in 1994 and continues his portfolio strategies exactly the same today.
The Winter Park Group has clients across the country and supports several philanthropic organizations. Outside of the office, Kent has been on expeditions on four of the seven summits, while Jordan loves spending time with his family.
If you have over $500,000 of investable assets and would be interested in our portfolios or direct indexing strategies, we would welcome the opportunity to review your current situation to see how we can help achieve your financial goals. To learn more, contact us today.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Digital Tools
Our goal is simple: “To be the firm where the most talented advisors in the industry leverage cutting-edge technology and deliver customized wealth management solutions to their clients and their families to enable them to achieve their life goals.” The Firm strives to ensure it serves clients on market-leading technology platforms that are resilient, safe, efficient, smart, fast and flexible.
Morgan Stanley Online
Morgan Stanley Online digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps.
Morgan Stanley Online Log-In
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. Log into Morgan Stanley Online or download the Morgan Stanley Mobile App to link and add external accounts.
Total Wealth View
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
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 TodayOur Process
If you choose to work with The Winter Park Group, our wealth management approach focuses on you, your family, and your career – where you are today and where you want to go. Working together, we develop the strategies to help get you there, navigating life's challenges and helping you make more informed decisions about your wealth.
1. Introduction
We begin with an informal conversation to understand your financial concerns and determine how we can add value. If we all agree to move forward, we'll schedule our next meeting and request important financial information.
2. Get to Know You Meeting
We continue the dialogue by fostering an in-depth conversation where we learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you've prepared and define your priorities.
3. Analysis and Plan Development
Here, we utilize proprietary financial planning tools to develop a personalized and detailed plan with recommendations to help you grow, preserve and transfer your wealth.
4. Implementation
In this step, we present appropriate strategies that are designed to work together to achieve your goals. Upon your approval, we open new accounts for you at Morgan Stanley and initiate our investment recommendations. We'll also begin to implement other strategies we've discussed. These often encompass tax minimization strategies, as well as risk management and estate planning techniques.
5. Ongoing Service
Committed to premium service, we focus on developing a relationship that provides special value to you and your family. As we begin to execute each strategy, we'll set up tools so you have immediate access to your account information. And because markets and personal needs evolve over time, we set up ongoing meetings to ensure your plan remains on schedule to achieve your goals.
Financial Planning
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, 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.
We can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources and provides a baseline for future discussions.
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.
We can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources and provides a baseline for future discussions.
Manage Investments
We take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
Retirement
Leading up to and through retirement, we help you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve for financial goals.
Manage Debt
We thoroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Estate Planning
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. We regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost-effective way possible.
Investor Resources
We strive to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
GIC Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
Read The Latest Report
On The Markets Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy, and more.
Read The Latest Report
Thoughts On The Market Podcast
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen To The Latest EpisodeWith perspectives on the forces shaping the market, join Mike Wilson as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
2026 Tax Tables
Each year, the tax bill highlights how significantly taxes can impact your journey toward your financial goals. As tax filing deadlines approach, you can prepare for last year's taxes with the updated 2026 tax tables.
View The 2026 Tax TablesLocation
250 S Park Avenue
Suite 500
Winter Park, FL 32789
US
Direct:
(407) 740-4935(407) 740-4935
Meet The Winter Park Group
Phone:
(407) 740-4925(407) 740-4925
Lana Bull
Senior Registered Client Service Associate
Phone:
(407) 740-4941(407) 740-4941
About Jordan Scott
Do you need a financial advisor—or should you do it yourself? It’s a fair question, and one I believe every investor should thoughtfully consider. While some people enjoy managing their own finances, many eventually discover that the greatest value of an advisor isn’t simply selecting investments—it’s having a trusted partner who can provide perspective, simplify complex decisions, and help them remain disciplined through every stage of life.
The strongest client relationships I’ve built are rooted in trust, shared values, and a genuine understanding of what matters most. Every family has different priorities, concerns, and aspirations, and my role is to help ensure their financial decisions reflect those priorities—not just today, but for decades to come.
Together, we’ll develop a personalized financial strategy designed around your goals, values, and comfort with risk. Investment management is only one piece of the picture. Meaningful financial planning also considers retirement income, tax-efficient investing, estate planning, charitable giving, business interests, and preparing future generations. Markets will rise and fall, circumstances will change, and life will rarely unfold exactly as planned. A well-designed financial plan should be flexible enough to adapt while keeping you focused on what truly matters.
Since joining Morgan Stanley in 2019 and earning the CERTIFIED FINANCIAL PLANNER® certification, I’ve had the privilege of helping individuals and families navigate important financial decisions with clarity and confidence. I have also been honored to be recognized as a member of the Morgan Stanley Pacesetter’s Club from 2021 through 2025, an internal distinction recognizing advisors who demonstrate strong professional performance and a commitment to serving their clients.
My approach is built on long-term relationships rather than transactions. I believe financial advice should be personal, proactive, and tailored to the unique circumstances of each client. Backed by the depth of Morgan Stanley’s planning and investment resources, my goal is to provide clear guidance through every stage of life.
I was born and raised in Central Florida and now live just a short walk from the home where I grew up with my wife, Sophia, our son James, and our daughter Hannah. My faith has shaped the way I view both life and work. It reminds me that money is ultimately a tool—not a measure of success. When managed wisely, it can provide security for your family, create opportunities for generosity, and give you the freedom to focus on the people and purposes that matter most.
Those are the outcomes that motivate my work every day. Helping individuals and families make wise financial decisions—and walking alongside them through life’s most important moments—is both a responsibility and a privilege.
The strongest client relationships I’ve built are rooted in trust, shared values, and a genuine understanding of what matters most. Every family has different priorities, concerns, and aspirations, and my role is to help ensure their financial decisions reflect those priorities—not just today, but for decades to come.
Together, we’ll develop a personalized financial strategy designed around your goals, values, and comfort with risk. Investment management is only one piece of the picture. Meaningful financial planning also considers retirement income, tax-efficient investing, estate planning, charitable giving, business interests, and preparing future generations. Markets will rise and fall, circumstances will change, and life will rarely unfold exactly as planned. A well-designed financial plan should be flexible enough to adapt while keeping you focused on what truly matters.
Since joining Morgan Stanley in 2019 and earning the CERTIFIED FINANCIAL PLANNER® certification, I’ve had the privilege of helping individuals and families navigate important financial decisions with clarity and confidence. I have also been honored to be recognized as a member of the Morgan Stanley Pacesetter’s Club from 2021 through 2025, an internal distinction recognizing advisors who demonstrate strong professional performance and a commitment to serving their clients.
My approach is built on long-term relationships rather than transactions. I believe financial advice should be personal, proactive, and tailored to the unique circumstances of each client. Backed by the depth of Morgan Stanley’s planning and investment resources, my goal is to provide clear guidance through every stage of life.
I was born and raised in Central Florida and now live just a short walk from the home where I grew up with my wife, Sophia, our son James, and our daughter Hannah. My faith has shaped the way I view both life and work. It reminds me that money is ultimately a tool—not a measure of success. When managed wisely, it can provide security for your family, create opportunities for generosity, and give you the freedom to focus on the people and purposes that matter most.
Those are the outcomes that motivate my work every day. Helping individuals and families make wise financial decisions—and walking alongside them through life’s most important moments—is both a responsibility and a privilege.
Securities Agent: NV, MI, GA, FL, NY, NJ, MA, AR, AL, SC, PA, OR, NC, MN, UT, RI, MO, WY, WV, OK, HI, WA, TN, MT, CA, AZ, VT, MS, MD, LA, IN, KY, DE, CO, WI, TX, IL, VA, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1935339
NMLS#: 1935339
About Kent Akins
Thirty-six years of portfolio management experience and an extensive academic background give Kent Akins a sound approach in any market. Kent received his Master of Business Administration degree in 1991 at the Crummer School of Business at Rollins College and a Master of Applied Economics degree from the University of Central Florida in 2001. Additionally, Kent Akins has completed and received the prestigious Chartered Financial Analyst® designation.
With an emphasis on consistent communication and excellence in service, Kent Akins manages each client’s assets using Modern Portfolio Theory, assessing risk and return ratios to match each client’s short and long term goals. “Our comprehensive financial planning approach to managing our high net worth clients means that we go beyond portfolio management and work with our clients’ complete financial picture” says Kent Akins. Prior to joining Morgan Stanley as a Wealth Advisor and First Vice President in 2009, Kent was a Vice President and Wealth Management Advisor at Merrill Lynch for 19 years, earning positions in the Executive Club, President’s Club and Chairman’s Club. Also, Kent has enjoyed teaching at the Hamilton Holt School at Rollins College and The University of Central Florida.
Kent lives in Maitland with his wife, Teresa, and his daughter, Macy. In his free time, he serves on the Board of Directors for Agua Viva Serves, responsible for 95 completed operating water wells impacting nearly 10,000 people in the Los Chile, Costa Rica. Kent is also an avid amateur mountain climber summiting three of the seven summits of the world.
With an emphasis on consistent communication and excellence in service, Kent Akins manages each client’s assets using Modern Portfolio Theory, assessing risk and return ratios to match each client’s short and long term goals. “Our comprehensive financial planning approach to managing our high net worth clients means that we go beyond portfolio management and work with our clients’ complete financial picture” says Kent Akins. Prior to joining Morgan Stanley as a Wealth Advisor and First Vice President in 2009, Kent was a Vice President and Wealth Management Advisor at Merrill Lynch for 19 years, earning positions in the Executive Club, President’s Club and Chairman’s Club. Also, Kent has enjoyed teaching at the Hamilton Holt School at Rollins College and The University of Central Florida.
Kent lives in Maitland with his wife, Teresa, and his daughter, Macy. In his free time, he serves on the Board of Directors for Agua Viva Serves, responsible for 95 completed operating water wells impacting nearly 10,000 people in the Los Chile, Costa Rica. Kent is also an avid amateur mountain climber summiting three of the seven summits of the world.
Securities Agent: AZ, VT, MS, FL, OH, KY, GA, WY, SC, MD, MA, IN, AR, WI, UT, TX, TN, NV, IL, HI, AL, WA, PA, OR, OK, MI, DC, NC, LA, IA, WV, MT, MO, CO, MN, CA, NY, NJ, VA, RI, ME, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1310684
NMLS#: 1310684
About Lana Bull
Lana Bull began her career as a registered representative in 2007 at Bank of America in Charlotte, NC and in 2010 joined Charles Schwab in Maitland, FL. She started with Morgan Stanley in 2018 as a Registered Service Associate and became a Client Service Associate in 2021. In 2024, she joined the Winter Park Group as a Senior Registered Client Service Associate. Her primary responsibility is to handle daily operational and administrative responsibilities. She holds both the Series 7 and 66 licenses.
Lana graduated from UNC Charlotte with a Bachelor of Science in Business Administration degree Finance with a minor in Economics.
In her free time, Lana enjoys traveling and spending time with her family and friends.
Lana graduated from UNC Charlotte with a Bachelor of Science in Business Administration degree Finance with a minor in Economics.
In her free time, Lana enjoys traveling and spending time with her family and friends.
Contact Jordan Scott
Contact Kent Akins
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
Rachael Crapsi, CFP®, CPWA®
Financial Planning Director, Vice President
About Rachael Crapsi
Rachael Crapsi, CFP®, CPWA® is a financial planning director serving Morgan Stanley’s Wealth Management offices in Florida. She is responsible for helping financial advisors with their clients’ financial planning needs.
Rachael began her career in financial services in 2012 and joined Morgan Stanley in 2022. Prior to her current position, she has worked as a financial advisor in Cincinnati, OH at JP Morgan and Fifth Third Private Bank, serving affluent families by developing authentic, lasting relationships while helping to preserve, build and transfer wealth.
She is a graduate of The Ohio State University where she earned degrees in Finance and International Business with a focus in Mandarin. Rachael holds her CERTIFIED FINANCIAL PLANNER® and CERTIFIED PRIVATE WEALTH ADVISOR® designations.
Originally from Buffalo, New York, Rachael now resides in Jacksonville, Florida. Outside of work, she enjoys playing soccer, traveling and cooking.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning, and other legal matters.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC# 4732896 08/2025
Rachael began her career in financial services in 2012 and joined Morgan Stanley in 2022. Prior to her current position, she has worked as a financial advisor in Cincinnati, OH at JP Morgan and Fifth Third Private Bank, serving affluent families by developing authentic, lasting relationships while helping to preserve, build and transfer wealth.
She is a graduate of The Ohio State University where she earned degrees in Finance and International Business with a focus in Mandarin. Rachael holds her CERTIFIED FINANCIAL PLANNER® and CERTIFIED PRIVATE WEALTH ADVISOR® designations.
Originally from Buffalo, New York, Rachael now resides in Jacksonville, Florida. Outside of work, she enjoys playing soccer, traveling and cooking.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning, and other legal matters.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC# 4732896 08/2025
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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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 Winter Park 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.
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
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), 4763067 (9/2025)
