Michael Corley
Executive Director, Wealth Management, Financial Advisor
Phone:
(650) 858-4884(650) 858-4884
The Woodside Corley Group at Morgan Stanley
Our Mission Statement
At The Woodside Corley Group, each and every client is entitled to the highest level of personalized service and care.
My Story and Services
Applying our team's standardized process, we can help you:
- Create a comprehensive plan for your financial life
- Diversify your portfolio across a broad range of investments
- Apply a flexible asset allocation that will adapt with your needs over time
- Adjust holdings in response to evolving opportunities and risk
- Substitute discipline for emotion in the investment process
- Defend capital during bear markets
- Minimize investment costs and taxes
- Maintain strict objectivity and avoid conflicts of interest
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Approach
We can help you with a particular financial need or create a comprehensive plan that takes all of your financial needs and goals into account. Our method looks at your wealth from all sides. This leads to solutions that not only have the ability to help you achieve your financial goals but also to transcend them and plan against unforeseen life events.
Step 1: Discovery & Goal Setting
Let's begin with a thorough discussion to explain and ascertain your needs, wants, and values. It is important to us that we have a thorough understanding of various facets of your life that affects your financial goals and decisions. Every financial strategy should be unique because everyone is different.
Step 2: Analysis, Strategy, & Planning
To conduct a full assessment of your financial situation, we make use of a range of financial planning and risk analysis tools. We then implement up a comprehensive financial plan that can help you accumulate, preserve, and transfer wealth in line with your objectives.
Step 3: Implementation
Your assets will be transferred to Morgan Stanley once you give your approval. We start implementing the additional techniques we described in your plan once they are in line with your tailored investment strategy.
Step 4: Ongoing Monitoring
Our relationship with you is extremely important to us, and we want to keep it that way. We communicate with you frequently to provide account updates. Additionally, we keep tabs on how well you're doing in achieving each of your objectives and adjust your financial plan as need when your circumstances change.
Who We Serve
We are privileged to work with a broad range of High-Net-Worth Families, Business Owners, Corporate Executives, Individuals Experiencing Change of Life Events, Non-Profit Organizations, and Retirees and Pre-Retirees. We take pride in building long-term relationships with our clients, as well as maintaining an exceptional level of professionalism. We give our clients the confidence they need to help navigate a challenging financial world through personalized service, transparency, and a perspective flourished through decades of combined experience.
High Net Worth Individuals and Families
We have experience working with high-net-worth individuals and families, providing comprehensive wealth management services -- including investment management, tax planning, estate planning and risk management strategies -- tailored to help meet the unique goals and needs of you and your family.
Business Owners
We provide specialized guidance on the financial aspects of running a successful business on both sides of the balance sheet, including tax planning strategies, employee benefits, succession planning, and more.
Corporate Executives
Custom tailored strategies to help you manage your unique financial needs, including executive compensation, wealth preservation, and retirement planning.
Change of Life Events
In cases of marriage, birth of a child, change in employment, inheritance, or retirement, is is important to have a plan in place to be prepared for financial implications along with prepared strategies to achieve your goals.
Retirees and Pre-Retirees
Whether you're planning for retirement, looking to turn your savings into income as you transition into retirement, or are seeking to make your nest egg last, we are here to consult you on all your financial needs.
Non-Profit Organizations
We help non-profit organizations use their assets to pursue their mission, serving as a proactive and collaborative resource to help our clients grow their social and financial capital.
Our Suite of Services
As wealth grows, so does its complexities and the resources needed to manage it effectively. We leverage our experience and relationships to deliver innovative strategies that are tailored to your needs. We look forward to speaking with you to understand your challenges, so we can map out a strategy to help achieve your particular priorities and goals.
Wealth Management
Wealth Management brings virtually all the dimensions of your life together. We listen carefully to understand the connection across your personal life, your family, your career and your legacy goals to develop a comprehensive strategy that is uniquely yours.
Retirement Planning
One of our key areas of focus is helping you prepare for and thrive in retirement. From IRAs to RMDs, we manage the complexities of your comprehensive retirement plan assets, helping you easily transition to the next phase of your life with confidence.
Professional Portfolio Management
Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, we create a customized strategy that applies long-held investment principles to help your assets appreciate appropriately or generate cash-flow or income as you require.
Estate Planning Strategies
Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset tilting and beneficiary designation requirements, incorporating best practices to help enhance results.
EVERYTHING YOU NEED, ALL IN ONE PLACE
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Online Security Center
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
Location
1400 Page Mill Road
Palo Alto, CA 94304
US
Direct:
(650) 858-4887(650) 858-4887
Meet The Woodside Corley Group
Avery Tully
Financial Advisor
Phone:
(650) 858-4885(650) 858-4885
Lindsay Hutter
Financial Advisor
Phone:
(650) 858-4886(650) 858-4886
About Michael Corley
Mike Corley brings personalized solutions to his clients’ financial needs. Rather than using off-the-shelf solutions, he holds in-depth initial and ongoing discussions with clients to determine their short-, medium- and long-term goals, levels of risk tolerance, and any changes in circumstances or family dynamics. Mike then draws on his four decades of experience and his training and background as both a Certified Financial Planner® and a Certified Investment Management Analyst® to design and manage a personalized holistic wealth plan.
Mike believes in building multigenerational relationships with his clients and their families. His attentiveness to each generation’s needs and love of educating everyone in a family about the opportunities and responsibilities of wealth have led to his having numerous three generation family clients. Mike is thrilled by having helped clients preserve their wealth for their heirs, and then helping those children pass that wealth on to their children.
A fifth generation Californian and Bay Area native, Mike graduated from the University of California, Berkeley. He began his career in financial services in 1985 and has been with Wells Fargo and predecessor companies until joining Morgan Stanley in 2024. Mike has been named to Forbes Magazine’s list of “America’s Best-in-State Advisors” in 2022, 2023, and 2024. He and his wife love spending time with their children and grandchildren, playing golf and pickle ball and have become addicted to bridge. While they still live in the Bay Area, they love traveling, particularly to Mexico, and vacationing in Lake Tahoe.
2022, 2023, 2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2022, 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Mike believes in building multigenerational relationships with his clients and their families. His attentiveness to each generation’s needs and love of educating everyone in a family about the opportunities and responsibilities of wealth have led to his having numerous three generation family clients. Mike is thrilled by having helped clients preserve their wealth for their heirs, and then helping those children pass that wealth on to their children.
A fifth generation Californian and Bay Area native, Mike graduated from the University of California, Berkeley. He began his career in financial services in 1985 and has been with Wells Fargo and predecessor companies until joining Morgan Stanley in 2024. Mike has been named to Forbes Magazine’s list of “America’s Best-in-State Advisors” in 2022, 2023, and 2024. He and his wife love spending time with their children and grandchildren, playing golf and pickle ball and have become addicted to bridge. While they still live in the Bay Area, they love traveling, particularly to Mexico, and vacationing in Lake Tahoe.
2022, 2023, 2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2022, 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Securities Agent: OR, IL, MN, NJ, CO, VA, NV, PA, SC, ME, CA, OK, MI, ID, AK, WV, MT, MS, MA, WA, NM, FL, DE, AZ, WI, UT, MD, TX; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2678735
NMLS#: 2678735
About Me
Avery Tully uses her backgrounds in Cognitive Science and financial planning to help clients integrate the emotional and pragmatic elements of money. She tries to ensure that clients understand the role that emotions play, put those feelings into context, and then use them productively in the pursuit of effective and efficient financial planning. Avery believes that as the second generation in a financial services business she’s especially able to bring important perspectives to the clients of the Corley Group.
Avery grew up in the Bay Area and graduated from the University of California, Berkeley. After working as a program manager in the AI software industry she entered financial services with Wells Fargo Advisors in 2022 and joined Morgan Stanley in 2024. Avery and her husband live in the Pacific Heights neighborhood of San Francisco. When not working she enjoys hiking and reading historical fiction. She and her husband both studied in Italy and are now trying to perfect their Italian cooking.
Avery grew up in the Bay Area and graduated from the University of California, Berkeley. After working as a program manager in the AI software industry she entered financial services with Wells Fargo Advisors in 2022 and joined Morgan Stanley in 2024. Avery and her husband live in the Pacific Heights neighborhood of San Francisco. When not working she enjoys hiking and reading historical fiction. She and her husband both studied in Italy and are now trying to perfect their Italian cooking.
Securities Agent: MT, WV, WI, SC, PA, NV, MS, MD, AK, MI, MA, UT, MN, ID, CO, NJ, ME, IL, CA, AZ, OR, FL, DE, VA, TX, NM, WA, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 2681962
NMLS#: 2681962
About Me
Lindsay Hutter was drawn to financial services as a way to provide individuals and their families with solutions to take charge of their lives. After a successful career as a consultant in the healthcare industry, working with hospitals and health systems, she wanted to be able to more directly impact people’s lives. Lindsay sees her role as providing clients with sound guidance on any money issue they are facing, not just investing, education planning and retirement. She believes that as the second generation in a financial services practice she can serve as a bridge to younger clients that may think about money a bit differently than their parents.
Lindsay was born and raised in the Bay Area and graduated from the University of California, Berkeley. She joined Morgan Stanley in 2024 after two years at Wells Fargo Advisors and eight years in the healthcare consulting industry. She lives in San Francisco with her husband and infant son, who takes up most of her time outside of work. The three of them try to go for walks and hikes through the nearby Presidio as often as possible.
Lindsay was born and raised in the Bay Area and graduated from the University of California, Berkeley. She joined Morgan Stanley in 2024 after two years at Wells Fargo Advisors and eight years in the healthcare consulting industry. She lives in San Francisco with her husband and infant son, who takes up most of her time outside of work. The three of them try to go for walks and hikes through the nearby Presidio as often as possible.
Securities Agent: TX, MT, PA, OR, NJ, MI, ME, ID, CA, AR, MD, IN, IL, CO, AL, WV, VI, OK, KY, AZ, NY, NV, NM, FL, DE, SD, NC, MO, NH, ND, MS, IA, CT, RI, MA, KS, GA, WA, TN, SC, OH, MN, HI, VT, UT, LA, DC, AK, WY, WI, VA, PR; General Securities Representative; Investment Advisor Representative
NMLS#: 2678913
NMLS#: 2678913
Contact Michael Corley
Contact Avery Tully
Contact Lindsay Hutter
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Woodside Corley Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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.
5Morgan 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
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.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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.
5Morgan 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
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.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
8Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
