Phone:
(402) 399-6157(402) 399-6157
The Zielinski Newman Group at Morgan Stanley
Direct:
(402) 397-0900(402) 397-0900
Our Mission Statement
We strive to help you achieve your financial goals with dedicated service and support.
Our Story and Services
As a financial advisor team, we care about what is most important to you. Whether seeking tax management strategies, planning for retirement, or legacy planning, we focus on tailoring our advice to help you reach your goals.
We help you navigate your financial journey using a comprehensive financial plan designed to help address your potential opportunities and challenges.
When your financial plans change, or the market shifts, we’ll help you adjust your plans if necessary. Our aim: to keep you on course toward your most important life goals.
We help you navigate your financial journey using a comprehensive financial plan designed to help address your potential opportunities and challenges.
When your financial plans change, or the market shifts, we’ll help you adjust your plans if necessary. Our aim: to keep you on course toward your most important life goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
As your dedicated Financial Advisors, our role is to tailor a personalized financial strategy designed to fit whatever needs you may have. In our experience working with clients, we have developed a step-by-step approach to service:
Discovery
We take the time to fully understand you and your family's needs, goals and aspirations. Alongside your goals, we take in to account your challenges, risk tolerance and other factors to develop your financial plan.
Formulating Your Strategy
Using your goals as a guide, we create a detailed strategy with recommendations to help you grow, preserve and transfer your wealth. We use proprietary financial planning tools in tandem with your personal priorities to formulate a plan that fits your needs.
Implementation
In this step, we present the strategy created for you. Upon your approval, we begin to implement the strategy using the firm's world class platforms.
Monitoring and Evaluation
Continuing the conversation allows us to ensure that your current goals are top of mind when working on your wealth management strategy. We continue to monitor your plan and portfolio to help make certain your assets are positioned to meet your changing circumstances.
2025 Events
U.S. Policy Pulse: Trump 2.0 and the Markets
Join Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, on Tuesday, February 25, for a conversation with Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, and Head of U.S. Public Policy, Monica Guerra, on the top policy and regulatory actions that could impact investors in the months ahead.
Can't attend the live event? Register anyway for access to the replay.
Wealth Education for the Next Generation | Home Buying: Navigating the Borrowing Landscape
Join us for Morgan Stanley's Wealth Education for the Next Generation webinar on Monday, March 3 for the latest insights and strategies in home buying and lending. This session is designed to help you make informed decisions that align with your financial goals for the future.
Womens Professional Happy Hour Schedule
Twisted Vine 123 N Washington st, Papillion, NE 68046
Tuesday, March 4th – 4-6pm
Tuesday, May 6th – 4-6pm
Tuesday, July 1st – 4-6pm
Tuesday, September 2nd – 4-6pm
Tuesday, November 4th – 4-6pm
Self Defense Class
Be prepared for whatever is around the corner, whether that is physically or financially. Please join me for a Self-Defense Class and Financial Planning discussion. Saturday, April 19th at 10am at The Landing in Papillion (Minimum age of 13).
Reach out to me to RSVP by April 4th (limited class size, first come, first serve).
PERSONALIZED SOLUTIONS
Our practice is built on the development of deep and enduring relationships and the delivery of comprehensive wealth management services. We work with a broad range of clients who value and respect the advice we carefully cultivate for them in seeking the achievement of their goals.
Business Professionals
We work with a range of business professionals and business owners spanning across many industries. Our clients include lawyers, accountants and engineers among others.
Retirees
Retirement is thought of as time to relax and enjoy the fruits of your decades-long career. However, some worry about their ability to support their lifestyle and be prepared for unexpected challenges. Saving for retirement is a lifelong process that relies on defined financial planning strategies. we have significant experience in helping people like you achieve their retirement goals.
Veterans
As a veteran, I understand the benefits veterans have earned and the processes to get them. After serving in the Air Force and the National Guard I have helped the great men and women who have served our country in their journey towards achieving their financial goals.
Women
I hate when women are told to just "Trust me". You can understand your finances. You can make decisions based on your preferences. Between my previous exerience of 13 years practcing law (non practicing at Morgan Stanley) and my Certified Divorce Financial Analyst® designation, I have a background that gives me the experience and tools to help you through these life changes. Divorce and widowhood present a unique set of challenges that I can help guide you through.
Disclosures:
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.
MODERN WEALTH MANAGEMENT TOOLS AND RESOURCES
Morgan Stanley's comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies offered to Morgan Stanley clients.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
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.
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, as well as a complete view of your assets and liabilities whether they are held at Morgan Stanley or elsewhere.
Location
13625 California St
Ste 400
Omaha, NE 68154
US
Direct:
(402) 397-0900(402) 397-0900
Meet The Zielinski Newman Group
Phone:
(402) 399-6168(402) 399-6168
About Timothy Zielinski
Tim grew up in Omaha, Nebraska. He graduated from Millard South High school and received his bachelor’s degree from the University of Nebraska – Omaha. He started working as a computer programmer at Mutual of Omaha in 1990. He went on to be a Programming Manager at DMSi Software for 12 years. During these early pursuits, Tim developed an interest in saving and investing. He encouraged his co-workers to make the most of the company retirement plan by starting early and taking advantage of the power of tax-deferral and compound interest.
After multiple discussions with his financial advisor, he decided to pursue a career change into the financial services industry. Although the timing was not the best…starting during the Great Recession (2008), he learned firsthand the patience required to navigate a major market downturn and the value of a trusted advisor.
Tim has over fifteen years’ experience as an advisor. He focusses on helping people prepare for retirement by building and executing comprehensive financial plans.
After multiple discussions with his financial advisor, he decided to pursue a career change into the financial services industry. Although the timing was not the best…starting during the Great Recession (2008), he learned firsthand the patience required to navigate a major market downturn and the value of a trusted advisor.
Tim has over fifteen years’ experience as an advisor. He focusses on helping people prepare for retirement by building and executing comprehensive financial plans.
Securities Agent: FL, OR, NV, IA, CO, TX, NY, MA, AL, MT, IN, DC, AZ, AR, NE, NC, MO, WI, WA, SD, CA, KS, OK, OH, TN, HI, CT, VA, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1301214
NMLS#: 1301214
About Valerie Newman
Val grew up in small town Nebraska the middle of five kids. Her parents owned the local restaurant which provided her endless “opportunities” to learn the value of hard work.
She attended Hasting College in Hastings, Nebraska majoring in History, Business Administration, and Economics. While still a Freshman at Hastings, Val made her first really big decision; she enlisted in the Nebraska Army National Guard in September 2000. In 2003, Val deployed to Kuwait in support of Operation Iraqi Freedom. She was honored to get to follow the path of our country’s past Veterans.
In law school, Val fulfilled her childhood dream of being a Husker Football season ticket holder. After graduating law school, Val commissioned in the active-duty Air Force as a Judge Advocate (JAG). She accepted a decent amount of grief from her Army brethren for making the switch. She deployed again in 2012, this time to Afghanistan.
In 2014, Val transitioned to the Nebraska Air National Guard. She practiced real estate, insurance and probate law. She also served as the Wing Staff Judge Advocate. In 2022, after almost 23 years of military service, Val retired as a Lieutenant Colonel and stopped practicing law.
In 2021, Val became financial advisor at Morgan Stanley. Val loves using her past experience and expertise to assist her clients in fulfilling their goals.
She attended Hasting College in Hastings, Nebraska majoring in History, Business Administration, and Economics. While still a Freshman at Hastings, Val made her first really big decision; she enlisted in the Nebraska Army National Guard in September 2000. In 2003, Val deployed to Kuwait in support of Operation Iraqi Freedom. She was honored to get to follow the path of our country’s past Veterans.
In law school, Val fulfilled her childhood dream of being a Husker Football season ticket holder. After graduating law school, Val commissioned in the active-duty Air Force as a Judge Advocate (JAG). She accepted a decent amount of grief from her Army brethren for making the switch. She deployed again in 2012, this time to Afghanistan.
In 2014, Val transitioned to the Nebraska Air National Guard. She practiced real estate, insurance and probate law. She also served as the Wing Staff Judge Advocate. In 2022, after almost 23 years of military service, Val retired as a Lieutenant Colonel and stopped practicing law.
In 2021, Val became financial advisor at Morgan Stanley. Val loves using her past experience and expertise to assist her clients in fulfilling their goals.
Securities Agent: NE, IA, FL, SD, KS, VA, OR, OK, WI, MO, HI, NY, CO, AZ, AR, TX, TN, OH, CA, AL, WA, IL, PA, WV, CT, NC, NV, MT, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 2281637
NMLS#: 2281637
Contact Timothy Zielinski
Contact Valerie Newman
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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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 Zielinski Newman Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
3When 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.
4Morgan 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should 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.
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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
3When 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.
4Morgan 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should 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.
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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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
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.
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)
