

Utah High Desert Group at Morgan Stanley
Alan D. Paulson, CFP®, CRPC®Brian ParcellD. Blaine AndersonHeather Mcphie Watanabe, CFP®Adam M. Smith
Direct:
(801) 322-7640(801) 322-7640

Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As a Wealth Management team, we seek to embody the rugged individualism, hard work, and grit required of those hearty souls who carved out a civilization in the remote high desert of Utah.
The Utah High Desert Group at Morgan Stanley brings together a team of highly successful and experienced financial advisors and associated team members in the Intermountain West. Our skills have been refined through years of dedication and experience serving our clients in the competitive arena of an ever changing and dynamic financial landscape.
Like those who came before in this diverse and perilous geographic area, the Utah High Desert Group draws upon the strength, resiliency, and experience of our members to help forge a brighter future for our clients.
Our team aspires to navigate the complexities inherent to the financial planning and investment process, achieving the results that will serve you and your family now and in the future.
We value you as a friend and associate in this journey and appreciate the trust that you have placed in the Utah High Desert Group at Morgan Stanley. Together we can build on the past and chart out a successful path forward, helping you achieve the future you envision and deserve.
The Utah High Desert Group at Morgan Stanley brings together a team of highly successful and experienced financial advisors and associated team members in the Intermountain West. Our skills have been refined through years of dedication and experience serving our clients in the competitive arena of an ever changing and dynamic financial landscape.
Like those who came before in this diverse and perilous geographic area, the Utah High Desert Group draws upon the strength, resiliency, and experience of our members to help forge a brighter future for our clients.
Our team aspires to navigate the complexities inherent to the financial planning and investment process, achieving the results that will serve you and your family now and in the future.
We value you as a friend and associate in this journey and appreciate the trust that you have placed in the Utah High Desert Group at Morgan Stanley. Together we can build on the past and chart out a successful path forward, helping you achieve the future you envision and deserve.
Services Include:
- Comprehensive Wealth Planning
- Specialized Financial Resources and Planning for those in Sports and Entertainment
- Investment Management
- Family Governance & Wealth Education
- Sustainable Investing
- Risk Planning and Coverage
- Alternative Investments
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Location
60 East South Temple
20th Fl
Salt Lake City, UT 84111
US
Direct:
(801) 322-7640(801) 322-7640
6510 S Millrock Drive
Ste 100
Holladay, UT 84121
US
Direct:
(801) 733-2717(801) 733-2717
Meet Utah High Desert Group
About D. Blaine Anderson
Securities Agent: GA, NH, NC, MT, LA, DC, SC, MA, FL, UT, IL, AZ, RI, KY, CO, OK, MN, OH, NY, ID, WY, OR, NV, MI, HI, CT, WV, WA, VA, TX, TN, NM, KS, CA, AL, PA, NE, MD, AK, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 1293896
NMLS#: 1293896
About Brian Parcell
Brian Parcell is an Executive Director, Portfolio Management Director, Family Wealth Director, and Wealth Advisor at Morgan Stanley. He has been with Dean Witter/Morgan Stanley for over 40 years. His experience with Morgan Stanley has been one of extensive growth and advancements, especially in technology and other experiences. Brian greatly values Morgan Stanley's support, excellent resources, and intellectual capital, which has heightened his ability to address client's needs and aims. As a Family Wealth Director (FWD), Brian can understand a client's complex situation better and develop talking points and strategies that provide them comfort about their financial future. He has the knowledge and channels to assist clients with: Family Governance, Wealth Transfer, Business Succession Planning, Philanthropy, Equity Risk Management, Asset Protection, and Banking and Lending.
Working as an investment advisor was always a personal ambition for Brian. The dynamics of the industry, attainment of proficiency, and the challenge it poses are a huge draw for him. The most rewarding aspect has been the relationships he has established with clients as they work together to help achieve their investment goals.
Prior to his current role, Brian was an IPO Syndicate Coordinator and Assistant Branch Manager. He received his Bachelor of Science in Economics from the University of Utah. Brian enjoys golfing, hiking and biking in his spare time. He currently resides in Holiday with his wife and dog Cally.
Working as an investment advisor was always a personal ambition for Brian. The dynamics of the industry, attainment of proficiency, and the challenge it poses are a huge draw for him. The most rewarding aspect has been the relationships he has established with clients as they work together to help achieve their investment goals.
Prior to his current role, Brian was an IPO Syndicate Coordinator and Assistant Branch Manager. He received his Bachelor of Science in Economics from the University of Utah. Brian enjoys golfing, hiking and biking in his spare time. He currently resides in Holiday with his wife and dog Cally.
Securities Agent: NM, FL, WA, UT, TX, NH, CO, RI, NV, NJ, AZ, WV, KY, CT, SD, PA, MT, IL, TN, NE, MI, GA, WY, OK, MD, LA, DC, AK, VT, VA, SC, MA, KS, MN, OH, HI, CA, AL, OR, NY, NC, ID; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1253111
NMLS#: 1253111
About Alan D. Paulson
Alan Paulson is an Executive Director – Financial Advisor at Morgan Stanley. As of July 2024, Alan manages $550 million of client assets for a number of wealthy individuals and families, business owners and corporate clients. Alan has been named to Morgan Stanley's Masters Club as well as recognized by Forbes on their Best-In-State Wealth Advisor list 3 years in a row.
Alan began his career in financial services out of a desire to educate individuals and families on the multi-generational opportunities that arise from capturing present-day financial goals. Alan aims to be more than simply an investment manager but rather a full-financial health counselor who addresses the total financial picture of his clientele. He provides guidance in retirement, tax, estate and insurance planning strategies as well as advanced capabilities in health, lending, college, and cash management needs. He believes in simplicity and being transparent in respect to fees, risk, investment philosophy and performance to better prepare and navigate his clients amid moments of market volatility.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a designation conferred by the Certified Financial Planner Board of Standards in the United States. He is a Chartered Retirement Planning Counselor™ (CRPC®) professional, a designation awarded by the College of Financial Planning. He also holds the FINRA series 7 and 66 registrations. A graduate of Brigham Young University, he earned a Bachelor of Science in Biology and spent 6 years working in pharmaceutical sales before transitioning into the wealth management industry. He is fluent in Spanish.
Alan enjoys sports–especially tennis, pickleball and racquetball. He also enjoys playing the guitar and piano. Most of all, he enjoys spending time with his family and doing volunteer work with his religious organization. He and his wife Kara reside in Alpine with their five children.
Forbes Best-In-State Wealth Advisors 2022, 2023, 2024
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2022, 2023, 2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Alan began his career in financial services out of a desire to educate individuals and families on the multi-generational opportunities that arise from capturing present-day financial goals. Alan aims to be more than simply an investment manager but rather a full-financial health counselor who addresses the total financial picture of his clientele. He provides guidance in retirement, tax, estate and insurance planning strategies as well as advanced capabilities in health, lending, college, and cash management needs. He believes in simplicity and being transparent in respect to fees, risk, investment philosophy and performance to better prepare and navigate his clients amid moments of market volatility.
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a designation conferred by the Certified Financial Planner Board of Standards in the United States. He is a Chartered Retirement Planning Counselor™ (CRPC®) professional, a designation awarded by the College of Financial Planning. He also holds the FINRA series 7 and 66 registrations. A graduate of Brigham Young University, he earned a Bachelor of Science in Biology and spent 6 years working in pharmaceutical sales before transitioning into the wealth management industry. He is fluent in Spanish.
Alan enjoys sports–especially tennis, pickleball and racquetball. He also enjoys playing the guitar and piano. Most of all, he enjoys spending time with his family and doing volunteer work with his religious organization. He and his wife Kara reside in Alpine with their five children.
Forbes Best-In-State Wealth Advisors 2022, 2023, 2024
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2022, 2023, 2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities Agent: UT, CO, TX, OH, NV, MN, MI, IL, CT, OR, MA, KY, NC, FL, OK, NY, WV, WA, AZ, TN, ID, VT, VA, RI, PA, NM, DC, CA, WY, SC, MT, AL, NH, NE, MD, HI, AK, LA, KS, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 510778
NMLS#: 510778
About Heather Mcphie Watanabe
Heather Watanabe is a Senior Vice President, CFP® Professional, Global Sports and Entertainment Director and Financial Advisor at Morgan Stanley. She works with clients across the United States to establish and execute on their short and long-term financial goals. Her team, The Utah High Desert Group, conducts their practice in a way that ensures they are factoring in the often-complex financial picture of their clients. They work with entrepreneurs, athletes, entertainers, and many others as their dedicated financial coaches. Areas of focus include investment portfolio construction/management, alternative investments, public markets, philanthropic, estate planning strategies, and the complexity of working across multiple generations within a family. Based on her efforts she was awarded the Pacesetter’s Club recognition in 2022 & 2023, which is a global recognition program for financial advisors who have demonstrated the highest professional standards and client service early in their career.
Prior to joining Morgan Stanley, Heather was a ten-year member of the United States Freestyle Ski Team and represented the United States of America in both the Vancouver 2010 and Sochi 2014 Winter Olympics. The discipline, dedication, attention to detail, and unwavering drive to pursue excellence in all Heather has chosen to do, are skills she acquired as an elite athlete and now brings to her clients and her team. She remains involved with U.S. Ski & Snowboard in her volunteer capacity as a member of the Board of Trustees, Investment Committee and Finance Committee.
Heather lives in Salt Lake City, Utah with her husband and two daughters. She loves the outdoors and in her free time she can be found skiing, mountain biking, hiking, and camping.
Prior to joining Morgan Stanley, Heather was a ten-year member of the United States Freestyle Ski Team and represented the United States of America in both the Vancouver 2010 and Sochi 2014 Winter Olympics. The discipline, dedication, attention to detail, and unwavering drive to pursue excellence in all Heather has chosen to do, are skills she acquired as an elite athlete and now brings to her clients and her team. She remains involved with U.S. Ski & Snowboard in her volunteer capacity as a member of the Board of Trustees, Investment Committee and Finance Committee.
Heather lives in Salt Lake City, Utah with her husband and two daughters. She loves the outdoors and in her free time she can be found skiing, mountain biking, hiking, and camping.
Securities Agent: GA, UT, PA, HI, AZ, WA, NE, IL, CT, VT, OH, MT, MO, MD, MA, KS, AK, RI, OR, NM, NC, MN, MI, CA, OK, ID, CO, AL, TX, TN, SC, NY, FL, DC, WY, VA, NV, LA, KY, WV, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 1600248
NMLS#: 1600248
About Adam M. Smith
Adam is a Financial Advisor and Financial Planning Specialist on the Utah High Desert Group at Morgan Stanley. Before joining the team, he spent over a decade as a Director and VP of sales in the tech industry, working with both Fortune 500 companies and startups here in Utah’s “Silicon Slopes.” Consulting with business owners, physicians, founders, entrepreneurs, and executives for many years, he maintains a passion for helping these individuals and their families still, only now with regards to their personal finances.
Whether managing $250k or $50M+, Adam’s process begins by understanding each client’s specific financial situation and priorities. Education is emphasized, ensuring clients feel informed before making any decisions. Only then will he craft a personalized proposal aimed at helping them achieve their goals, protect their wealth, and minimize risk. As a Financial Planning Specialist, Adam will also offer complimentary consultations and financial plans, with no obligation to invest.
Adam has a B.S. degree in Business Management from Brigham Young University’s Marriott School of Management. Originally from Florida, Texas, and Idaho, Adam and his wife now call Lehi, Utah, home. They enjoy spending time with their two boys and two girls, traveling, and participating in various sports and activities in the great Utah outdoors.
Whether managing $250k or $50M+, Adam’s process begins by understanding each client’s specific financial situation and priorities. Education is emphasized, ensuring clients feel informed before making any decisions. Only then will he craft a personalized proposal aimed at helping them achieve their goals, protect their wealth, and minimize risk. As a Financial Planning Specialist, Adam will also offer complimentary consultations and financial plans, with no obligation to invest.
Adam has a B.S. degree in Business Management from Brigham Young University’s Marriott School of Management. Originally from Florida, Texas, and Idaho, Adam and his wife now call Lehi, Utah, home. They enjoy spending time with their two boys and two girls, traveling, and participating in various sports and activities in the great Utah outdoors.
Securities Agent: NV, WA, WY, OH, CA, ID, AZ, LA, UT, NY, CO, MT, HI, TX, IL, DE, MI, IA, FL, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 2491529
NMLS#: 2491529
About Jennifer McDermott
Jennifer has worked in the financial services industry since 2005. Jennifer graduated from Westminster College, Magna Cum Laude, with a degree in Finance. She loves playing golf and spending time with her husband Matt and their two children.
About Darla Slagowski
Darla is a Portfolio Associate and former Complex CSA coach. Darla joined Morgan Stanley in 2009 and has over 30 years of Wealth Management experience. Darla’s overall attention to detail, organization, work ethic and focus on client relationships make her a highly valued team member. Her strong sense of commitment to clients is an added benefit. Darla holds her Series 7 and 66 licenses.
In her spare time, Darla enjoys hiking and spending time with family and friends.
In her spare time, Darla enjoys hiking and spending time with family and friends.
About Rattana Phommalay
Rattana has worked in the financial services industry since 1996 when she joined Morgan Stanley. She enjoys being in the outdoors, traveling, and spending time with her family.

Contact D. Blaine Anderson

Contact Brian Parcell

Contact Alan D. Paulson

Contact Heather Mcphie Watanabe

Contact Adam M. Smith
Hear from Our Clients
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.
3846129 9/24
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
About Carrie Wayment
Carrie Wayment is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Colorado, Wyoming, and Utah.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Carrie began her career in financial services in 2010, when she joined Morgan Stanley as an Administrative Assistant. In 2014, she was promoted to Associate Private Banker.
Carrie is a graduate of the University of Utah, where she received a Bachelor of Science in Recreation and Leisure Studies. She lives in Salt Lake City, Utah. Outside of the office, Carrie volunteers at the Utah Refugee Center teaching refugee women how to sew. She is on the board of directors for Interwoven, a non-profit helping women hone their sewing skills for job placement. She also enjoys knitting, quilting, traveling, working in her yard and watching college football and basketball games.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Carrie began her career in financial services in 2010, when she joined Morgan Stanley as an Administrative Assistant. In 2014, she was promoted to Associate Private Banker.
Carrie is a graduate of the University of Utah, where she received a Bachelor of Science in Recreation and Leisure Studies. She lives in Salt Lake City, Utah. Outside of the office, Carrie volunteers at the Utah Refugee Center teaching refugee women how to sew. She is on the board of directors for Interwoven, a non-profit helping women hone their sewing skills for job placement. She also enjoys knitting, quilting, traveling, working in her yard and watching college football and basketball games.
NMLS#: 1166865
Wealth Management
Global Investment Office
Portfolio Insights
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
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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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
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
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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:
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- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Utah High Desert 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.
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
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.
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
CRC 6491812 (04/2024)