My Story and Services

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: MI, HI, WV, WI, PA, NC, IA, VA, TN, NM, CO, AL, WA, TX, ME, LA, KY, IN, DE, AZ, UT, MD, OR, GA, FL, OK, MN, MA, KS, IL, VT, NV, NE, MO, CT, SC, NY, NJ, DC, CA, AR, NH, AK, RI, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1824828
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

My Services to You

Every client has different needs and goals. No matter what you want to achieve, I will work with you to provide ongoing, comprehensive planning and advice to help you succeed.

I am here to provide a wide array of services centered on your financial goals. I’ll create a customize strategy to help meet your needs and provide dedicated access to resources as needed.
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    Retirement Planning
    Planning for retirement has never been easy, but in recent years, it’s become increasingly difficult. I’ll help you create a well-rounded planning approach for retirement. I am here to help identify your personal goals, track your progress toward achieving them and work together to create a customized plan.
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    Estate Planning Strategies
    Estate planning is a strategy designed to protect, manage, and distribute your assets during and after your lifetime, while helping to minimize taxation. It can help protect your legacy and those you care about most. As your advisor, I will work closely with you to explore factors that are relevant to existing and/or future estate structures and strategies. I will collaborate with you, your external tax and legal advisors to formulate tax and estate strategies.
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    Education Planning
    529 Plans offer a tax-advantaged way to help save for education. Depending on the specific plan, you can choose from a range of investment strategies appropriate to your specific needs, objectives and time frame. I offer valuable experience to help you incorporate an education savings plan into your overall investment strategy – while helping to minimize your tax liability and maintain your current lifestyle and long-term financial goals.

    Disclaimer:
    The 529 Plan Program Disclosure contains more information on investment options, risk factors, fees and expenses, and potential tax consequences. Investors can obtain a 529 Plan Program Disclosure from their Financial Advisor and should read it carefully before investing. Investors should also consider whether tax or other benefits are only available for investments in your home state 529-college savings plan.
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    Portfolio Management
    I study investment trends and leverage the global resources of the firm to help you develop a personalized investment strategy. I’ll develop a customized portfolio to help meet your requirements for growth, income and wealth conservation within your risk constraints.
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    Risk Management
    I take a holistic approach to managing your finances by identifying risk outliers and understanding the impact of market scenarios. I leverage Morgan Stanley’s Portfolio Risk Platform and the risk analytics integrated into their proprietary platform applications to leverage dynamic risk insights across thousands of risk factors. I am able to instantly analyze an entire portfolio, including assets held elsewhere, which helps identify and mitigate your risk.
    Morgan Stanley Online
    Morgan Stanley Online
    Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
    Register for Morgan Stanley Online Today
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    Portfolio Risk Platform
    Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios.
    Learn more about the Portfolio Risk Platform
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    LifeView
    LifeView is a suite of planning tools that creates a realistic, integrated strategy meant to incorporate aspects of an individual’s financial life, including investments and cash management needs. It also provides progress-to-goals reporting which illustrate complex planning strategies.
    Access the LifeView Client Profile Form
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    Goal-Based Planning
    Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.
    Learn more about Goal-Based Planning
    Digital Vault
    Digital Vault
    Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
    Get Started Today
    Security Center
    Security Center
    Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
    Visit our Security Center
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    Exchange Fund
    For tax-deferred diversification, Exchange Funds provide diversification without triggering the taxable gains typically associated with diversification, as the exchange occurs within an IRS-approved tax-deferred vehicle. Exchange Funds are managed by portfolio managers to construct a desired portfolio so that each contributor of concentrated stock will ultimately receive a pro-rata allocation of the portfolio while retaining their original basis.
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    Donor Advised Fund
    To offset higher income tax year when there is a liquidity event from IPO/acquisition, options exercise, stock vests, or bonus income, you can gift charitably to a Donor Advised Fund with appreciated long-term gain stock. This allows tax deduction in current tax year, with flexibility to gift to end charities over time.
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    Portfolio Line of Credit
    For liquidity needs without triggering sales of concentrated stock, you can borrow against the stock in a portfolio line to manage more immediate cash flow needs for real estate transactions, tuition payments or tax payments. No underwriting or credit pull required, and no cost to setting up or keeping the portfolio line open. You borrow against the portfolio when needed, paying interest at a floating interest rate and repay it back without penalty.
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    Investing with Impact
    Many of us want our investments to make impact in the same way we want to make a positive impact. Impact investing focuses on companies with strong ESG (Environmental, Social, Governance) criteria. Research shows that businesses that are mindful of their environmental and social impact, operating with financial transparency, are profitable brands with loyal customer base.
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    10b5-1 Plans
    10b5-1 plans are preset diversifications plans for executives who want the flexibility to sell through open and closed windows, whether at market or specified limit prices. The 10b5-1 plan is a written trading plan approved by legal counsel and executed by a third party, which provides corporate insiders an affirmative defense against claims of insider trading.

Resources for You

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    Morgan Stanley Research
    Through timely, in-depth analysis of companies, industries, markets and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research. To learn more about recent market updates, click here.
    Morgan Stanley Research
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    2023 Federal Tax Table
    In 2023, the IRS has implemented adjustments to the Federal Tax Table to account for inflation. To learn more about the change, click here.
    2023 Federal Tax Table
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    Retirement Planning
    Retirement planning is more than making the right investments. Align your financial goals to your lifestyle, today and all the days that follow. Learn how I can help you meet your retirement savings challenges with customized financial solutions.
    View More Insights Here
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    A Simple Six-Step Retirement Checkup
    When market volatility arises, checking in on your retirement plan may make a lot of sense.
    A Simple Six-Step Retirement Checkup
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    Reserved Living & Giving
    Reserved Living & Giving is a tiered complimentary loyalty program for eligible Morgan Stanley clients designed to deliver additional value beyond wealth management. The program provides access to exclusive offers and discounts from premium brands, as well as curated content from our partners and Morgan Stanley thought leaders.
    Enroll in Reserved Living & Giving
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    Global Investment Committee Weekly 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 GIC Weekly Report
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    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.
    Check Out the Latest Episode
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    What Should I Do With My Money? Podcast
    A podcast where real people get real answers from Financial Advisors
    to their most important questions about money.
    Check Out the Latest Episode

Location

55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 296-1024(212) 296-1024

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
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.

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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Thomas Strackhouse today.
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), 3582895 (6/2024)