Matthew T.S. McFadden, CPM®
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
Phone:
(803) 343-8964(803) 343-8964
The McFadden Group at Morgan Stanley
Matthew T.S. McFadden, CPM®Emily R. Tarney, CFP®, CPWA®, CIMA®John C. RastJulie Y. HuffLauren W. PhelpsKalli I. JonesGiovanni Diddi
Direct:
(803) 343-8914(803) 343-8914
Our Mission Statement
We help families navigate the opportunities and challenges of significant wealth with confidence and control.
A Commitment to Excellence
The McFadden Group provides high-touch, tailored wealth management for high-net worth and ultra-high net worth families. We help these families navigate the opportunities and challenges of significant wealth with confidence and control.
Our new clients typically have a minimum of $5 million or more of investable wealth. This minimum protects our time to serve the families we work with today, and those we will help in the future.
Our practice is built on the client-centric legacy of our founder, Ben Rast, who began working with clients over 40 years ago as The Rast Group. Today, we are proud to be led by Matthew McFadden, who worked closely with Ben as his right-hand man for the past 25 years. Ben's legacy on our team is further upheld by two of his five children, second-generation Financial Advisors Emily Tarney and John Rast.
As of August 2026, our team has more than $750 million in assets under management.
We are proud of the bespoke strategies and exceptional service we aim to deliver to our clients every day and welcome the opportunity to deliver this same level of excellence to you and your loved ones.
Services Include
- Wealth ManagementFootnote1
- Financial PlanningFootnote2
- Executive Financial ServicesFootnote3
- Business Succession PlanningFootnote4
- Trust ServicesFootnote5
- Planning for Individuals with Special Needs and their Families
- Philanthropic ManagementFootnote6
- Estate Planning StrategiesFootnote7
- Endowments and FoundationsFootnote8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Upcoming Events & Replays
(Replay) Home Buying: Navigating the Borrowing Landscape
Educating yourself on the home buying process, and the decisions you will need to make along the way, helps make it easier to make well-informed choices that align with your overall goals, priorities and vision for the future.
Access Replay
(Replay) Tying The Financial Knot: Navigating Joint Finances & Communications
Thinking of taking the next step with someone special? One of the most important conversations to have before tying the knot is about money—how each of you feel about it, how you’ll each make it, save it, spend it and invest it. Discussing potential differences will help plan for how to keep them from becoming bigger issues.
Access Replay
(Replay) Money & Saving: Financial Planning and Why It Matters to Me
The session will explore the critical importance of financial planning in achieving personal financial goals, whether it involves acquiring a dream home, starting a family, embarking on a desired vacation, or ensuring a secure retirement. This will focus on how strategic financial planning can empower our next generation.
Access Replay
(Replay) Understanding Market Dynamics: Talking about the Big Picture
Learn about the financial markets and investing including understanding the roles of buyers and sellers, market motivations, the need for a strategic approach to investing, investment indices, the concept of market cycles, and how time impacts investments.
Access Replay
(Replay) Investing 201: Portfolio Diversification and Risk Management
Whether you're starting your investment journey or looking to refine your strategies, this session is your gateway to understanding how to smartly diversify your portfolio and effectively manage risks.
Access ReplayOur Commitment To You
We serve as the financial stewards of your wealth, helping empower you to be confident in your decisions so you have the freedom to pursue your life goals—delivered through a first-class service experience.
Discover & Define
We start by listening to understand your concerns, values and priorities. We review your current financial picture, and clarify the goals you want to achieve so we can determine fit and where we can add value.
A Relationship-First, Values-Driven Approach
We treat you like family and aim to build deep relationships that span generations. We focus on doing the right thing for you—simplifying your financial life with objective advice and a service model built on responsiveness, transparency and approachability.
Analyze & Design
We study your situation and use planning and risk analysis tools—including "what if" scenarios—to develop a long-term strategy aligned to your goals, timeframes and risk parameters. We will formulate a list of initial recommendations for your consideration.
Comprehensive, Coordinated Wealth Management
Whether you need guidance with growth, asset preservation, or legacy planning strategies, we aim to be your first call for anything financial. We collaborate with specialists across Morgan Stanley and coordinate with your attorney, accountant and other advisors to help ensure recommendations are aligned and implemented.
Implement & Support
We present your plan and our recommendations clearly—what to do, why to do it, and what it will cost do to it with us—then refine and implement with full transparency. We keep our practice intentionally small to deliver a concierge-level experience, with ongoing communication and opportunities to connect throughout the year.
Proactive Service, Education, and Privacy
We schedule regular calls and meetings to stay in sync with changes in your life and respond strategically to new risks and opportunities. We also support ongoing financial education to help families navigate important decisions across generations. Confidentiality is core to our relationships, and we are committed to keeping your personal information secure.
Valuable Tools and Resources:
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies that we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
The McFadden Group Quarterly Newsletter
Take a look at our Quarterly Newsletter attached below.
Read the Newsletter Here
Total Wealth Tools
Complete your financial picture with Total Wealth Tools. By linking your account information, you may benefit from more informed wealth planning, more secure data access, and convenient connectivity.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read The Latest Report
Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology to help you reach your financial goals.
Learn About Our Planning Tools
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read The Latest Report
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security Center
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Learn More Here
CFP®
A CERTIFIED FINANCIAL PLANNER™ (CFP®) has in-depth knowledge of the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance. Emily Tarney has held this designation since 2021.
CPM®
The Certified Portfolio Manager (CPM®) designation reflects advanced, disciplined training in portfolio construction and ongoing portfolio oversight. It signals that our team brings a higher standard of professional rigor—helping clients translate goals into a structured investment approach, manage risk thoughtfully, and stay focused through changing markets. Matthew McFadden has held this designation since 2017.
CPWA®
The Certified Private Wealth Advisor® (CPWA®) designation reflects advanced training in wealth strategies for high-net-worth families—spanning advanced tax planning, asset protection, executive and equity compensation, tax-efficient portfolios, retirement planning, charitable planning and estate planning—to help support your family's goals and legacy. Emily Tarney has held this designation since 2026.
CIMA®
The Certified Investment Management Analyst® (CIMA®) reflects advanced, standards-based training in investment management—covering areas such as asset allocation, manager search and selection, investment policy, and performance measurement—supported by rigorous eligibility requirements and ongoing continuing education to help families make disciplined, informed portfolio decisions. Emily Tarney has held this designation since 2025.
Location
1320 Main Street
Suite 800
Columbia, SC 29201
US
Direct:
(803) 343-8914(803) 343-8914
Fax:
(803) 828-7968(803) 828-7968
Meet The McFadden Group
Emily R. Tarney, CFP®, CPWA®, CIMA®
Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(803) 343-8804(803) 343-8804
John C. Rast
Financial Advisor
Phone:
(803) 343-8815(803) 343-8815
Julie Y. Huff
Wealth Management Associate
Phone:
(803) 343-8914(803) 343-8914
Lauren W. Phelps
Senior Registered Client Service Associate
Phone:
(803) 343-8865(803) 343-8865
Kalli I. Jones
Registered Client Service Associate
Phone:
(803) 343-8999(803) 343-8999
Giovanni Diddi
Registered Client Service Associate, Financial Planning Specialist
Phone:
(803) 343-8808(803) 343-8808
About Matthew T.S. McFadden
Matthew is a Senior Vice President, Financial Advisor, and senior partner of The McFadden Group. Since 2002, he has enjoyed working with individuals and families, providing personalized advice through a disciplined process. Matthew’s areas of focus include portfolio construction, analysis, and trading. He is one of two professionals in South Carolina to hold the Certified Portfolio Manager (CPM®) designation, which he earned after passing his final exam at Columbia University in New York. Matthew is also recognized by Morgan Stanley as a Senior Portfolio Management Director. His comprehensive approach includes a detailed financial plan, a diversified investment portfolio, and a commitment to outstanding service.
Growing up in Columbia, Matthew was always drawn to the world of finance. He also valued working with people; becoming a financial advisor was the perfect blend. Matthew began working with Ben while attending the University of South Carolina’s Honors College, and upon graduation, he joined the firm full-time. He has also completed executive education programs in wealth management at MIT and Columbia University. Today, he is a senior partner, working side-by-side with Emily, and the entire team.
Matthew enjoys helping like-minded clients who value and appreciate the level of skill and service he and his colleagues deliver. He uses a goals-based process that begins with asking the right questions and actively listening. This information serves as the foundation for the development of a comprehensive plan and investment portfolio that reflects each client’s goals for the future. Matthew receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to their families.
Matthew believes balance is vital to a happy life. Outside of the office, he is a member of the Columbia Sailing Club and the Columbia Economics Club. Matthew, his wife, Grace, and their sons live in Northeast Columbia and attend First Presbyterian Church. In his leisure time, Matthew is a car enthusiast, and some of his favorite activities include travel and sporting clays.
Growing up in Columbia, Matthew was always drawn to the world of finance. He also valued working with people; becoming a financial advisor was the perfect blend. Matthew began working with Ben while attending the University of South Carolina’s Honors College, and upon graduation, he joined the firm full-time. He has also completed executive education programs in wealth management at MIT and Columbia University. Today, he is a senior partner, working side-by-side with Emily, and the entire team.
Matthew enjoys helping like-minded clients who value and appreciate the level of skill and service he and his colleagues deliver. He uses a goals-based process that begins with asking the right questions and actively listening. This information serves as the foundation for the development of a comprehensive plan and investment portfolio that reflects each client’s goals for the future. Matthew receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to their families.
Matthew believes balance is vital to a happy life. Outside of the office, he is a member of the Columbia Sailing Club and the Columbia Economics Club. Matthew, his wife, Grace, and their sons live in Northeast Columbia and attend First Presbyterian Church. In his leisure time, Matthew is a car enthusiast, and some of his favorite activities include travel and sporting clays.
Securities Agent: OH, MS, IN, NC, MT, TN, MI, MA, KY, IL, TX, NH, SC, VA, OR, MO, DC, CT, CA, WA, MN, DE, WI, PA, MD, GA, FL, AL, NY, NJ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1430999
NMLS#: 1430999
About Emily R. Tarney
As a Vice President and Financial Advisor at The McFadden Group, Emily leads financial planning and business strategy for our team.
Emily holds three major industry designations that reflect our commitment to a well-rounded base of professional expertise in support of our clients:
• CFP® (Certified Financial Planner™): The CFP® designation helps us build clear, personalized financial plans—incorporating goals like retirement, cash flow, insurance, and estate planning—so our clients can make confident decisions with a coordinated strategy.
• CIMA® (Certified Investment Management Analyst®): The CIMA® designation strengthens the ability to design and monitor investment portfolios—focusing on asset allocation, risk management, and performance—so investments stay aligned with our clients’ goals and comfort with risk.
• CPWA® (Certified Private Wealth Advisor®): The CPWA® designation enhances expertise in advanced wealth planning—such as tax-smart strategies, concentrated stock, business-owner planning, and legacy planning—so higher-net-worth decisions are handled thoughtfully and efficiently.
She joined our team in 2020 after a decade in financial services at Wells Fargo, Bank of America, and Vanguard. She holds an MBA from Duke University, and BAs in Economics and Theatre from The College of the Holy Cross where she was a Fenwick Scholar.
A Columbia native, Emily, her husband, Matt, and their two children are proud to call the city home. They are parishioners at Saint Joseph’s Church and are enthusiastic supporters of the arts. Emily also loves travel and running, and plans to run the 2026 New York City Marathon in support of Blood Cancer United.
Emily holds three major industry designations that reflect our commitment to a well-rounded base of professional expertise in support of our clients:
• CFP® (Certified Financial Planner™): The CFP® designation helps us build clear, personalized financial plans—incorporating goals like retirement, cash flow, insurance, and estate planning—so our clients can make confident decisions with a coordinated strategy.
• CIMA® (Certified Investment Management Analyst®): The CIMA® designation strengthens the ability to design and monitor investment portfolios—focusing on asset allocation, risk management, and performance—so investments stay aligned with our clients’ goals and comfort with risk.
• CPWA® (Certified Private Wealth Advisor®): The CPWA® designation enhances expertise in advanced wealth planning—such as tax-smart strategies, concentrated stock, business-owner planning, and legacy planning—so higher-net-worth decisions are handled thoughtfully and efficiently.
She joined our team in 2020 after a decade in financial services at Wells Fargo, Bank of America, and Vanguard. She holds an MBA from Duke University, and BAs in Economics and Theatre from The College of the Holy Cross where she was a Fenwick Scholar.
A Columbia native, Emily, her husband, Matt, and their two children are proud to call the city home. They are parishioners at Saint Joseph’s Church and are enthusiastic supporters of the arts. Emily also loves travel and running, and plans to run the 2026 New York City Marathon in support of Blood Cancer United.
Securities Agent: CA, IN, MT, PA, MA, IL, GA, FL, DC, CT, WA, TX, OH, KY, WI, NY, NH, NC, AL, VA, MI, DE, TN, SC, OR, MS, MO, MD, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 2076716
NMLS#: 2076716
About John C. Rast
John Rast is a Financial Advisor who leads new business development for The McFadden Group. Focusing on families with $5 million or more of investable assets, he is the first point of contact for families who would like to know more about our concierge, multigenerational approach to the challenges and opportunities of significant wealth.
He joined the team in 2024 after several years of a successful business development career in the employee benefits industry in Baltimore, Maryland. Before that, he was an investment professional with Vanguard in Valley Forge, Pennsylvania. John is now a second-generation Financial Advisor, working with his father, Ben Rast, and sister, Emily Tarney.
John graduated from Loyola University Maryland with a BBA in Finance in 2017, where he played on the tennis team all four years and served as an Academic Tutor. John studied abroad at the University of Cape Town in South Africa where he participated in club tennis and club sailing.
John and his wife Erin (a native of Lancaster, Pennsylvania, and also a Loyola graduate) enjoy paddle boarding, working on their home, and spending time with their Border Collie, Hootie, and Australian Shepherd, Gidget.
He joined the team in 2024 after several years of a successful business development career in the employee benefits industry in Baltimore, Maryland. Before that, he was an investment professional with Vanguard in Valley Forge, Pennsylvania. John is now a second-generation Financial Advisor, working with his father, Ben Rast, and sister, Emily Tarney.
John graduated from Loyola University Maryland with a BBA in Finance in 2017, where he played on the tennis team all four years and served as an Academic Tutor. John studied abroad at the University of Cape Town in South Africa where he participated in club tennis and club sailing.
John and his wife Erin (a native of Lancaster, Pennsylvania, and also a Loyola graduate) enjoy paddle boarding, working on their home, and spending time with their Border Collie, Hootie, and Australian Shepherd, Gidget.
Securities Agent: NC, MO, TN, GA, IN, IL, FL, AL, SC, PA, NH, MS, WA, OR, MT, MI, MA, KY, CT, VA, OH, NJ, DE, NY, MD, DC, MN, CA, WI, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2728152
NMLS#: 2728152
About Julie Y. Huff
Julie leads operations for the team as a Wealth Management Associate for The McFadden Group. She manages high-touch processes including transfers and rollovers, new account opening, and new client onboarding, and she also focuses on annuity planning—spanning evaluation through execution. Her goals are to deliver a consistently high level of service, earn clients’ confidence, and build lasting relationships.
Julie joined the team in 2021 as a Senior Registered Client Service Associate. She began her financial services career as a teller while attending the University of South Carolina, where she majored in Advertising and minored in Business. She then spent several years in advertising with Clear Channel Radio before returning to the financial industry at BB&T Investments (now Truist). There, she spent nearly a decade developing the skills needed to help guide clients toward achieving their financial goals.
Originally from Lexington and Gilbert, Julie lives in Lexington with her two teenage daughters. Outside of work, she enjoys fitness, boating, and attending sporting events.
Julie joined the team in 2021 as a Senior Registered Client Service Associate. She began her financial services career as a teller while attending the University of South Carolina, where she majored in Advertising and minored in Business. She then spent several years in advertising with Clear Channel Radio before returning to the financial industry at BB&T Investments (now Truist). There, she spent nearly a decade developing the skills needed to help guide clients toward achieving their financial goals.
Originally from Lexington and Gilbert, Julie lives in Lexington with her two teenage daughters. Outside of work, she enjoys fitness, boating, and attending sporting events.
About Lauren W. Phelps
As a Senior Registered Client Service Associate, Lauren has over 15 years of experience in investments, banking and insurance. She believes a focus on the client is paramount to service excellence, and strives to create that experience for our clients. Lauren has been a member of The McFadden Group since 2021.
Lauren holds an MBA and a BS in Business Administration with a concentration in Management and a minor in Psychology from East Carolina University. It was there that her interest was sparked in the financial world, and she began her career in the industry shortly after earning her MBA in 2006. She has worked in various roles over the years, developing a diverse set of skills to help our clients today. Lauren finds great joy in working with all types of people, from clients beginning their financial journeys, to those in their retirement years, and everyone in between.
Lauren and her husband, Kenny, are both from eastern North Carolina where they met as college freshmen at East Carolina University. As Kenny was finishing his PhD, they briefly lived in New Hampshire, but have lived in Columbia since 2010. Lauren and Kenny have three children who keep them very busy with soccer, dance, and many other activities. In their spare time, they enjoy spending time with family and friends, and going to the beach. They are active members of Shandon Presbyterian Church.
Lauren holds an MBA and a BS in Business Administration with a concentration in Management and a minor in Psychology from East Carolina University. It was there that her interest was sparked in the financial world, and she began her career in the industry shortly after earning her MBA in 2006. She has worked in various roles over the years, developing a diverse set of skills to help our clients today. Lauren finds great joy in working with all types of people, from clients beginning their financial journeys, to those in their retirement years, and everyone in between.
Lauren and her husband, Kenny, are both from eastern North Carolina where they met as college freshmen at East Carolina University. As Kenny was finishing his PhD, they briefly lived in New Hampshire, but have lived in Columbia since 2010. Lauren and Kenny have three children who keep them very busy with soccer, dance, and many other activities. In their spare time, they enjoy spending time with family and friends, and going to the beach. They are active members of Shandon Presbyterian Church.
About Kalli I. Jones
As a Client Service Associate, Kalli is a part of the Operations Team for The McFadden Group. She answers client phone calls, handles time-sensitive requests including trades and transactions, and strives to help ensure a flawless experience for all the families we serve.
Kalli joined The McFadden Group in May of 2025, bringing 4 years of experience in banking and lending from Stock Yards Bank and Trust in Kentucky and Cadence Bank in Texas.
Kalli was born in Washington State and grew up in Wisconsin. She attended Tarleton State University in Texas where she obtained her Bachelor of Science in Animal Business with a minor in Business. Along with her husband and young daughter, she now lives in Columbia with a house full of animals including two dogs, two cats, and a horse. Outside of work, Kalli enjoys photography and spending time with her family and animals.
Kalli joined The McFadden Group in May of 2025, bringing 4 years of experience in banking and lending from Stock Yards Bank and Trust in Kentucky and Cadence Bank in Texas.
Kalli was born in Washington State and grew up in Wisconsin. She attended Tarleton State University in Texas where she obtained her Bachelor of Science in Animal Business with a minor in Business. Along with her husband and young daughter, she now lives in Columbia with a house full of animals including two dogs, two cats, and a horse. Outside of work, Kalli enjoys photography and spending time with her family and animals.
About Giovanni Diddi
As a Registered Client Service Associate, Giovanni is a part of the Operations Team for The McFadden Group. He answers client phone calls, handles time-sensitive requests including trades and transactions, and helps ensure a flawless experience for all the families we serve.
Giovanni joined The McFadden Group as a Client Service Associate in May of 2025, and became fully registered in July of 2025.
Originally from Florence, Italy, Giovanni attended Bocconi University in Milan where he earned his Bachelor of Science in Business. He recently completed a prestigious dual degree program, earning both his Masters in Management from ESCP Business School in London and his Masters in International Business from the University of South Carolina’s Darla Moore School of Business.
Giovanni now calls Columbia home. Recreationally, he enjoys watching and playing basketball, and serves as the Treasurer for his nonprofit association that renovates and paints outdoor basketball courts.
Giovanni joined The McFadden Group as a Client Service Associate in May of 2025, and became fully registered in July of 2025.
Originally from Florence, Italy, Giovanni attended Bocconi University in Milan where he earned his Bachelor of Science in Business. He recently completed a prestigious dual degree program, earning both his Masters in Management from ESCP Business School in London and his Masters in International Business from the University of South Carolina’s Darla Moore School of Business.
Giovanni now calls Columbia home. Recreationally, he enjoys watching and playing basketball, and serves as the Treasurer for his nonprofit association that renovates and paints outdoor basketball courts.
Contact Matthew T.S. McFadden
Contact Emily R. Tarney
Contact John C. Rast
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Judson Overstreet
Planning Associate
Albert Garcia
Wealth Solutions Associate - Cash Management
About Judson Overstreet
Judson Overstreet is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Judson provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from the University of Georgia and received the Financial Planning Specialist® designation from the College for Financial Planning. Judson is originally from Louisville, Kentucky and currently resides in Roswell, Georgia.
He earned his undergraduate degree from the University of Georgia and received the Financial Planning Specialist® designation from the College for Financial Planning. Judson is originally from Louisville, Kentucky and currently resides in Roswell, Georgia.
About Albert Garcia
Albert Garcia is a Wealth Solutions Associate & Cash Engagement Specialist at Morgan Stanley providing dedicated support to Financial Advisors and their teams. Operating as an extension of the FA/Team, Albert collaborates with clients to discover how best to engage and enroll in the services available at Morgan Stanley during their onboarding journey, specifically cash management. Albert provides guidance across a wide suite of cash management offerings and is able to help open cash management accounts, transfer funds, assist with credit cards and provide education on the breadth of what Morgan Stanley has to offer in the cash management space.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
When 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.
Morgan 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
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
When 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.
Morgan 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
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
Iran Conflict: Seven Takeaways for Investors
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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
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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
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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.
3Morgan 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.
4Morgan 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.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan 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.
8Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
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.
3Morgan 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.
4Morgan 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.
5Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan 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.
8Morgan 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
