Jonathan Zelin
Executive Director, Financial Advisor
Phone:
(212) 296-1952(212) 296-1952
The Zelin Group at Morgan Stanley
Our Mission Statement
The Zelin Group works with corporate executives to provide tailored financial strategies, leveraging Morgan Stanley’s global resources. Our Mission is to deliver trusted guidance and dedicated support at every stage of your financial journey.
Welcome!
The Zelin Group focuses on providing strategic financial guidance tailored to the unique needs of corporate executives. Leveraging Morgan Stanley’s global investment platform, we help executives navigate the complexities of wealth management, from helping optimize equity compensation and retirement planning to helping preserve wealth.
Our team works collaboratively to develop customized strategies that align with your professional success and personal financial goals, ensuring a comprehensive approach to planning that supports your long-term aspirations.
Our team works collaboratively to develop customized strategies that align with your professional success and personal financial goals, ensuring a comprehensive approach to planning that supports your long-term aspirations.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Who We Serve
We are privileged to work with a broad range of Corporate Executives, High-Net-Worth Individual’s & Families, Business Owners, 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.
Corporate Executives
Custom tailored advice and strategies to help you manage your unique financial needs, including executive compensation, wealth preservation, and retirement planning.
Ultra-High Net Worth Individuals & 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 -- 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, employee benefits, succession planning, and more.
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.
Executive Services
As an Executive Financial Services team, we focus on delivering customized solutions for executives.
Best-In-Class Rule 10b5-1 & 144 Transaction Services
Providing Best-In-Class Rule 10b5-1 and 144 Transaction Services to Executives.
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Comprehensive Wealth Management for Corporate Executives
As a successful corporate executive, you face unique challenges. Morgan Stanley offer’s services designed for executives like you, helping you make more informed choices and manage your wealth more effectively.
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Equity Compensation: A Glossary
Equity compensation comes with a language all its own. This reference guide can help you brush up on key terms to know.
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Restricted Stock
Gain insights into Restricted Stock and explore how our team can provide valuable support.
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Employee Stock Purchase Plans (ESPP)
Discover more about ESPP and how our expertise can support your needs.
Click Here to Learn MoreAwards & Recognition
Thanks to the unwavering commitment to helping clients and families achieve their investment goals, members of The Zelin Group have been awarded the following industry awards & recognitions:
Forbes Best-in-State Wealth Management Teams (2025)
Source: Forbes.com (Jan 2025) 2025 Forbes Best-In-State Wealth Management Teams ranking awarded in 2025. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23–3/31/24.
DisclosuresForbes Best-in-State Wealth Management Teams (2024)
Source: Forbes.com (Jan 2024) 2024 Forbes Best-In-State Wealth Management Teams ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/22–3/31/23.
DisclosuresTop Next-Gen Wealth Advisors Best-in-State (2024) – Jonathan Zelin
Source: Forbes.com (August 2024) 2024 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23-3/31/24.
DisclosuresTop Next-Gen Wealth Advisors Best-in-State (2023) – Jonathan Zelin
Source: Forbes.com (August 2023) 2023 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/22-3/31/23.
DisclosuresEverything 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 (MSO)
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
Click Here to Learn More
Morgan Stanley Mobile App
The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online - all from the convenience of your own phone.
Click Here to Learn More
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Click Here to Learn More
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Click Here to Learn MoreLocation
55 East 52nd Street 10th
New York, NY 10055
US
Direct:
(212) 296-1952(212) 296-1952
Meet The Zelin Group
James Mengouchian
First Vice President, Financial Advisor
Phone:
(212) 296-0261(212) 296-0261
Colin Obsitnik
Vice President, Financial Advisor
Phone:
(212) 296-6077(212) 296-6077
Jamie Goldgrub
Vice President, Financial Advisor
Phone:
(212) 296-0188(212) 296-0188
Shivam Jhingen
Financial Advisor
Phone:
(212) 296-0152(212) 296-0152
Joseph Marino
Business Development Associate
Phone:
(212) 296-2888(212) 296-2888
Christopher Oliveira
Client Relationship Analyst
Phone:
(212) 296-2889(212) 296-2889
About Me
As the founding member of The Zelin Group, Jonathan provides a custom tailored approach to wealth management. He focuses on a goals oriented approach for all clients, and navigating the challenges and complexities corporate executives face, including concentrated stock positions, deferred compensation, asset management, estate planning strategies, insurance & retirement lifestyle requirements. His main objective is to meet the specific needs of each and every one of his clients by developing a customized financial strategy designed to help them pursue their financial goals. Prior to joining Morgan Stanley, Jonathan spent the last 7 years with Merrill Lynch as well as two years with The Brewer Group, where he worked with athletes of the National Football League to encourage sustainable investing and responsible financial decisions. Jonathan is a University of Florida graduate with a Bachelor’s Degree in Finance.
Jonathan was named to the 2023-2024 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list.
2023-2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Jonathan was named to the 2023-2024 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list.
2023-2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Securities Agent: MN, ME, NJ, NH, KS, FL, DE, TX, OR, CT, UT, OH, NC, AZ, NY, MT, MI, GA, AR, AL, WA, MO, WI, MD, IL, CO, RI, NV, IN, DC, HI, VT, TN, MA, KY, ID, VA, SC, CA, VI, PA, OK, NM; General Securities Representative; Investment Advisor Representative
NMLS#: 1721422
NMLS#: 1721422
About Me
Securities Agent: AL, AZ, NV, NH, DE, CO, TX, OH, MO, NJ, KY, HI, WI, PA, ID, OK, NC, MA, WA, VA, MI, ME, IN, DC, CT, SC, RI, MN, CA, VI, MT, UT, KS, NM, OR, NY, VT, TN, MD, IL, FL, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1746880
NMLS#: 1746880
About Me
Colin is a Financial Advisor and Senior Portfolio Manager, who focuses on connecting virtually all aspects of clients’ financial lives using a comprehensive approach to client goals and risk tolerance. He focuses on working with corporate executives, focusing on integrating corporate benefits into a long-term financial strategy tax efficiently. Colin provides a dedicated approach to the challenges and intricacies of executive compensation, including concentrated stock positions, deferred compensation, and tax mitigation. Colin is a graduate of the University of Georgia with a Bachelor’s Degree in Finance. Colin also holds the CPWA designation.
Securities Agent: TX, DE, WA, PA, MN, NC, CA, OR, KS, IL, GA, VA, RI, OH, NJ, MD, WI, MT, AZ, DC, AL, HI, VT, IN, KY, TN, ID, ME, SC, NH, VI, OK, UT, NM, MO, MA, NV, CT, CO, NY, MI, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1774071
NMLS#: 1774071
About Me
Jamie Goldgrub and his team of investment industry professionals bring you their financial knowledge and the global investment capabilities of Morgan Stanley. With 14 years in the financial services industry, Jamie Goldgrub joined Morgan Stanley in 2025. Jamie has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. Jamie Goldgrub can help corporate executives integrate their corporate benefits into a long-term financial approach.
Securities Agent: FL, VA, SC, CA, KY, MT, MO, MN, MI, GA, OR, NM, NC, MA, OH, HI, MD, VI, TN, IL, ID, DC, NJ, KS, CO, AL, UT, RI, OK, ME, DE, CT, AZ, WA, TX, NY, NH, IN, PA, WI, VT, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1854135
NMLS#: 1854135
About Me
Shiv is a Financial Advisor who focuses on gaining a deep understanding of virtually all aspects of clients’ financial lives, by leveraging a goals-oriented approach to provide his clients with holistic financial advice and guidance. He focuses on working with corporate executives across the country, assisting them with equity compensation management as well as retirement planning, estate planning strategies, cash management & lending, and customized financial strategies. Shiv graduated from Molloy College with a Bachelor’s Degree in Finance.
Securities Agent: OR, NJ, MD, CA, OH, NM, NC, DC, RI, TX, TN, SC, ME, MA, FL, VA, NY, MO, MN, IL, ID, HI, WA, VI, IN, DE, KS, AL, UT, NV, CT, AZ, PA, OK, MT, MI, GA, CO, NH, KY, WI, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 1871059
NMLS#: 1871059
Contact Jonathan Zelin
Contact James Mengouchian
Contact Colin Obsitnik
Contact Jamie Goldgrub
Contact Shivam Jhingen
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
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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Zelin Group today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Alternative 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.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6When 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.
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
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Alternative 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.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6When 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.
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
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)
