Will Hunt
Senior Vice President, Financial Advisor
Phone:
(423) 752-4740(423) 752-4740
Walnut Street Group at Morgan Stanley
Direct:
(423) 752-4720(423) 752-4720
Toll-Free:
(800) 745-7745(800) 745-7745
Industry Award WinnerOur Mission Statement
We strive for excellence in helping clients like you with your personalized investment and financial strategies
About Us
Creating the financial infrastructure that rules your life is extremely daunting and sophisticated. Whether you are a successful business owner, a corporate executive, a sales veteran, or a young working professional, finding time to develop your goals and create a financial plan is hard work. At the Walnut Street Group, we strive to do this hard work for you by asking the right questions and ensuring no stone goes unturned.
As your Financial Advisors, we can help you define and reach 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 we can help you to preserve and grow your wealth. You'll 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.
The Walnut Street Group formed in early 2023 and our team members come with over 75 years of combined wealth management experience. We enjoy working in conjunction with your CPA, attorney, children, and other family members to create tailored results that span generations. Check out our team members below and don't be afraid to schedule a meeting and get to know us.
Forbes 2025 Best-In-State Wealth Management Team
- The Walnut Street Group is proud to announce that we have been named to the 2025 Forbes Best-In-State Wealth Management Team rankings. We want to thank all of our clients, teammates, and partners for their continued confidence in our team. You can view the complete rankings through the link below.
- Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Making Sure You Are Prepared For Anything
The hallmark of our wealth management process is a longstanding commitment to building customized strategies from the ground up, utilizing our team's experience, wisdom and the intellectual capital of Morgan Stanley. A goals-based approach can lead to strategies that are not only designed to help reach specific financial targets, but are reflective of who you are and how you plan to enjoy the wealth you've worked hard to achieve. Creating a financial plan is no easy task, but creating one early and sticking to it can relieve numerous headaches down the road.
Step 1: Discovery
- You'll sit down with us, so we can get to know each other and understand your priorities, goals, and investment philosophy
- A careful review of your current financial standing and important documentation will take place, so we can establish a baseline to start from
Step 2: Analysis
- We use a variety of planning and risk management tools to examine your assets to help determine an appropriate strategy based on your situation
- Each recommendation we find suitable will be stress-tested to help ensure it's compatible with you and your goals
Step 3: Presentation
- We'll provide a presentation of your investment plan in earnest detail which will include recommendations, tax management strategies, risk management strategies, and estate planning strategies
- This is your opportunity to ask any questions you have about why certain investments are suitable or why a specific strategy is recommended
Step 4: Implementation
- Once you approve, we will begin implementing your financial plan
- This involves collaborating with other professionals, such as your CPA and attorney
- Walnut Street Group believes in full transparency, and we will keep you informed every step of the way
Step 5: Ongoing Service
- We will meet regularly to discuss the performance of your financial plan and track progress towards your goals
- Consistent monitoring of your account and portfolio and ongoing communication with you will allow us to track performance and determine if adjustments are necessary because of changes in your life, priorities, or the market
A Financial Roadmap for Women, Millennials, and Estate Beneficiaries
The economic landscape of today is a hundred leagues different than it was merely ten years ago. Women and young people have emerged as powerful drivers of the modern economy and attending to their needs is increasingly important. Morgan Stanley empowers women by educating them on the financial knowledge needed to grow businesses, start families, and fund retirements. We understand how difficult it is to create a financial plan as a young person, so we put together some resources to help you out. Check out the sections below for information on navigating personal finance for women, millennials, and estate beneficiaries.
Women
We are committed to helping women navigate the complexities inherent in the modern world. As modern economies continue to develop, women are only gaining a larger share of that economic creation and require complex solutions based on their needs. Morgan Stanley has created a playbook specifically for high achieving women to help them figure out what their goals are and how they can start pursuing them. Check it out below.
Read the Playbook TodayMillennials
Millennials are currently in the middle of the most stressful times of their lives. Graduating college, getting married, starting a family, and caring for aging parents are some of the most important events we encounter. How to fund these decisions while also saving for retirement can look extremely dauting, however Morgan Stanley has your back. Check out the playbook below specifically for Millennials and how it can ease your financial stress.
Read the Millennial Playbook HereEstate Beneficiares
Losing a parent or guardian is one of the hardest thing we go through in life. Figuring out your parents estate while dealing with grief and mourning is both mentally and emotionally challenging. However, Morgan Stanley is dedicated to helping you navigate these complicated and stressful times to best execute your parents or guardians will. Check out the brochure below for more information about how we can help.
Read the Family Assist Brochure Here
Morgan Stanley Online
Morgan Stanley Online (MSO) allows you to seamlessly and securely manage your investments and everyday finances in one place.
Enroll in Morgan Stanley Online Today
GPS
GPS is a goals based planning system that allows you to set goals and monitor progress towards them over time. Click the link below to learn why a goals based approach to financial planning is valuable.
Learn About Our Goals Based Approach
Total Wealth View
Total Wealth View allows you to see your complete financial picture. Watch how your home's value, and any other external assets come together in one place.
Learn More About Total Wealth View
Total Tax 365
Managing your taxes is one of the hardest parts of creating a financial plan. Total Tax 365 gives you access to a broad range of tax strategies to help you find what's most efficient and help you keep more of what you earn.
Premium Security
Protecting your personal information is of utmost importance to us. We know how sensitive your information is and deploy numerous features to protect to protect it.
View Our Security Center Here
Our Cybersecurity Resources
Digital Vault, eDelivery, eAuthorization, and eSign help ensure that only you and your delegates have access to your account and sensitive documents such as wills, deeds, financial statements, tax documents, and many more.
Learn More About These ResourcesKeeping Yourself Financially Educated
We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, we are committed to providing you with important information about managing your wealth more effectively in today’s global markets. We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. Check out the provided links to these materials, where available, and hope you’ll return often to learn more about the topics that impact your overall wealth.
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read this Weeks Report
Global Investment Committee On The Markets
A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out the latest edition here.
GIC On The Markets
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen Here
Morgan Stanley Ideas Podcast
From the use of satellite data technology to solve some of the world's most complex problems, to learning how not to follow the crowd when making decisions. The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
Listen To The Podcast Here
What Should I Do With My Money Podcast
Managing our money is one of the most important aspects of our lives, and yet, many people don’t have someone they can depend on for help when they need it. In this podcast, we match real people with financial advisors to try and help them solve the complex issues facing their financial lives.
Check It Out Here
Saving for Education
As College tuitions and college-related expenses continue to rise, creating an effective plan to pay for your child or grandchild's education is increasingly important. You can learn more about the 529 plan and other education savings tips in the link below.
The Education Planning Center
What's Your Benchmark?
Investors often talk about “beating the market.” And they often define that “market” as a major US stock index such as the S&P 500. But such an index may not be the appropriate benchmark for every investor,
Download the Report Here
Morgan Stanley's Latest Policy Pulse
The 2024 election is less than four months away and will have significant investor implications. The next president will play an important role in developing tax and trade policy, addressing debts and deficits, and navigating geopolitical unrest.
Read the Report HereLocation
820 Broad Street
1st Floor
Chattanooga, TN 37402
US
Direct:
(423) 752-4720(423) 752-4720
Toll-Free:
(800) 745-7745(800) 745-7745
Fax:
(423) 602-2333(423) 602-2333
Meet Walnut Street Group
Senior Vice President, Financial Advisor, Senior Portfolio Management Director, Lending Specialist
Phone:
(423) 752-4709(423) 752-4709
Laura Knight, CFP®
Associate Vice President, Financial Advisor
Phone:
(423) 752-4720(423) 752-4720
Kelly Roberts
Registered Client Service Associate
Phone:
(423) 752-4719(423) 752-4719
Sarah Daniel
Registered Client Service Associate
Phone:
(423) 752-4741(423) 752-4741
Susan Simpkins
Client Service Associate
Phone:
(423) 752-4759(423) 752-4759
About Will Hunt
Will graduated from the University of Louisiana Monroe with a B.A. in Psychology in 1994. He joined Morgan Stanley in 2001 after working in the insurance industry.
The Walnut Street Group at Morgan Stanley prides itself on its investment process beginning with an exploration of an individual or entity’s cash flow needs and return expectations to help create a tailored investment strategy. The team enjoys working in conjunction with a client’s other trusted advisors such as attorneys and CPAs.
Will is a proud husband to his wife Terra and devoted father to his four children. He gives back to his community by coaching swimming to various age groups within the Chattanooga area. Will enjoys spending time with family and friends and doing just about anything active.
The Walnut Street Group at Morgan Stanley prides itself on its investment process beginning with an exploration of an individual or entity’s cash flow needs and return expectations to help create a tailored investment strategy. The team enjoys working in conjunction with a client’s other trusted advisors such as attorneys and CPAs.
Will is a proud husband to his wife Terra and devoted father to his four children. He gives back to his community by coaching swimming to various age groups within the Chattanooga area. Will enjoys spending time with family and friends and doing just about anything active.
Securities Agent: WA, AL, CA, CO, CT, DC, FL, GA, IL, IN, LA, MA, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, RI, SC, TN, TX, UT, VA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2517442
NMLS#: 2517442
About H. Bruce Spencer Jr.
A native of Winchester, Tennessee, Bruce moved to Chattanooga in 1998 as a student at the University of Tennessee at Chattanooga where he earned a B.S. in Business Administration with a concentration in Finance. He began his financial services career at a local bank after graduation and joined Morgan Stanley in 2004. Bruce continued his education by earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2009 and his MBA from the University of Tennessee at Chattanooga in 2012.
Outside of the office, Bruce enjoys traveling and spending time with his wife, Alicia, and two young children. In 2023, Bruce received the Forbes Best-In-State Wealth Advisor recognition, an award that demonstrates his unwavering commitment to his clients and their families.
Source: Forbes.com (2023). Forbes Best-In- State Wealth Advisors ranking awarded in 2023. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in June of the previous year the award was issued having commenced in June of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Outside of the office, Bruce enjoys traveling and spending time with his wife, Alicia, and two young children. In 2023, Bruce received the Forbes Best-In-State Wealth Advisor recognition, an award that demonstrates his unwavering commitment to his clients and their families.
Source: Forbes.com (2023). Forbes Best-In- State Wealth Advisors ranking awarded in 2023. Each ranking was based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). This evaluation process concluded in June of the previous year the award was issued having commenced in June of the year before that. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. These rankings are not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: TX, UT, VA, WA, WV, AL, CA, CO, CT, DC, FL, GA, IL, IN, LA, MA, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, RI, SC, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290493
NMLS#: 1290493
About Laura Knight
Laura Knight is a Financial Advisor, CERTIFIED FINANCIAL PLANNERTM. Laura holds a B.A. in Business Administration and Economics with concentrations in Marketing, Management and International Business from King University. She came to Morgan Stanley in 2011 to join Marc Williams (now retired) and Will Hunt. In 2012 her former coworker, Tom Chamberlain (now deceased), came to Morgan Stanley to join her in helping clients simplify their financial lives and achieve their goals.
She began her financial services career in 2004. Her previous experience includes Assistant Operations Manager at another wirehouse, client service associate at a wirehouse and a portfolio assistant at an RIA (Registered Investment Advisor). With client service as her background and financial planning as her focus, she is passionate about understanding clients’ needs, fears and goals. She enjoys taking a financial tangle of accounts, income streams and information to streamline that jumble into an easy to understand path in an effort to reach a clients’ objectives and goals.
She is married to Tevis Knight who teaches at Rossville Elementary in Georgia. Laura is the mother of two boys, Nick (13 years old) and Robert (8 years old). On the weekends you can find them at a soccer field, on the Chickamauga Lake or Watts Bar Lake (fishing or swimming). She recently joined the Daughters of the American Revolution and sings in the choir at Dalls Bay Church. In the past she has served on the boards of the Junior League of Chattanooga and the Northside Neighborhood House. Laura continues to give back to both organizations.
She began her financial services career in 2004. Her previous experience includes Assistant Operations Manager at another wirehouse, client service associate at a wirehouse and a portfolio assistant at an RIA (Registered Investment Advisor). With client service as her background and financial planning as her focus, she is passionate about understanding clients’ needs, fears and goals. She enjoys taking a financial tangle of accounts, income streams and information to streamline that jumble into an easy to understand path in an effort to reach a clients’ objectives and goals.
She is married to Tevis Knight who teaches at Rossville Elementary in Georgia. Laura is the mother of two boys, Nick (13 years old) and Robert (8 years old). On the weekends you can find them at a soccer field, on the Chickamauga Lake or Watts Bar Lake (fishing or swimming). She recently joined the Daughters of the American Revolution and sings in the choir at Dalls Bay Church. In the past she has served on the boards of the Junior League of Chattanooga and the Northside Neighborhood House. Laura continues to give back to both organizations.
Securities Agent: IN, TN, WV, WA, VA, UT, TX, SC, RI, NY, NM, NJ, NC, OR, MO, MI, MA, MN, LA, IL, GA, MT, FL, DC, NV, OH, CT, CO, CA, AZ, AL, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 1290694
NMLS#: 1290694
About Kelly Roberts
Kelly Roberts joined Morgan Stanley in 2014. She manages the daily administrative and operational tasks for The Walnut Street Group. Prior to Morgan Stanley, Kelly worked in retail and banking for eight years. She is a graduate of Susquehanna University, and served as Marine Reservist for six years.
About Sarah Daniel
Sarah Daniel joined Morgan Stanley in 2014. She manages the daily administrative and operational tasks for the team. Prior to Morgan Stanley, Sarah worked in retail banking for ten years. She earned her degree in Business Management from Bryan University.
About Susan Simpkins
Susan Simpkins is a Client Service Associate for The Walnut Street Group at Morgan Stanley. She handles the day-to-day operations of the team and assists clients with inbound requests including money movements, account openings and closings, cash management , and general inquiries. It is her prerogative to help ensure a satisfying and enjoyable customer service experience for clients.
Drawing upon her previous experience in global risk and compliance, and extensive 20-year tenure as a school librarian for the Baylor School in Chattanooga, Susan takes great pride in fostering relationships with clients and helping them work through complex questions and situations. She attended the University of Tennessee Chattanooga and studied english, history, and early childhood education.
Beyond the office, Susan loves to spoil her two dogs: Lucy, a 5.5 year old basset hound, and Stella, a 6.5 year old mixed breed hound. She also enjoys gardening, quilting, and cooking for her friends and neighbors.
Drawing upon her previous experience in global risk and compliance, and extensive 20-year tenure as a school librarian for the Baylor School in Chattanooga, Susan takes great pride in fostering relationships with clients and helping them work through complex questions and situations. She attended the University of Tennessee Chattanooga and studied english, history, and early childhood education.
Beyond the office, Susan loves to spoil her two dogs: Lucy, a 5.5 year old basset hound, and Stella, a 6.5 year old mixed breed hound. She also enjoys gardening, quilting, and cooking for her friends and neighbors.
Contact Will Hunt
Contact H. Bruce Spencer Jr.
Contact Laura Knight
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.
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
Jason Taggart
Private Banker
Brian Ford
Private Banker
Matt Edwards
Private Banker
About Jason Taggart
Jason Taggart is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Georgia.
Private Bankers partner with 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.
Jason began his career in financial services in 2002, and joined Morgan Stanley in 2014. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as an Operations Supervisor at PHH Mortgage.
Jason is a graduate of Florida State University, where he received both a Bachelor of Science in Finance and a Master of Business Administration in Finance. He lives in Sandy Springs, Georgia with his family. Outside of the office, Jason enjoys spending time with family, attending his kids sporting events, traveling, watching college football, and coaching his daughters’ softball team.
Private Bankers partner with 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.
Jason began his career in financial services in 2002, and joined Morgan Stanley in 2014. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as an Operations Supervisor at PHH Mortgage.
Jason is a graduate of Florida State University, where he received both a Bachelor of Science in Finance and a Master of Business Administration in Finance. He lives in Sandy Springs, Georgia with his family. Outside of the office, Jason enjoys spending time with family, attending his kids sporting events, traveling, watching college football, and coaching his daughters’ softball team.
NMLS#: 652503
About Brian Ford
Brian Ford is a Private Banker serving Morgan Stanley Wealth Management offices in Georgia.
Private Bankers partner with 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.
Brian Ford began his career in financial services in 2006, and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, he served as a Regional Private Banker at Wells Fargo, as well as a Financial Advisor at Ameriprise Financial.
Brian is a graduate of the Georgia Institute of Technology, where he received a Bachelor of Science in Management. He and his family reside in Cumming, Georgia. Outside of the office, Brian dedicates his time to developing future leaders in youth athletics, serving as a Coach on his children’s baseball teams. When not on the field, he also enjoys running, traveling, watching sports, and spending time with his family.
Private Bankers partner with 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.
Brian Ford began his career in financial services in 2006, and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, he served as a Regional Private Banker at Wells Fargo, as well as a Financial Advisor at Ameriprise Financial.
Brian is a graduate of the Georgia Institute of Technology, where he received a Bachelor of Science in Management. He and his family reside in Cumming, Georgia. Outside of the office, Brian dedicates his time to developing future leaders in youth athletics, serving as a Coach on his children’s baseball teams. When not on the field, he also enjoys running, traveling, watching sports, and spending time with his family.
NMLS#: 687710
About Matt Edwards
Matt Edwards is a Private Banker serving Morgan Stanley Wealth Management offices in Georgia and Tennessee.
Private Bankers partner with 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.
Matt began his career in financial services in 2009 and joined Morgan Stanley in 2015 as a Private Banker Advisory Associate. Matt is a graduate of the Georgia Southern University, where he received a Bachelor Degree in Business Administration, and Valdosta State University, where he received his Master’s in Business Administration. He lives in Atlanta, Georgia.
Outside of the office, Matt is an enthusiastic fly fisherman and artist. Most recently, he served as liaison with Junior Achievement, a program that develops entrepreneurship, financial literacy, and workplace readiness in undeveloped communities.
Private Bankers partner with 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.
Matt began his career in financial services in 2009 and joined Morgan Stanley in 2015 as a Private Banker Advisory Associate. Matt is a graduate of the Georgia Southern University, where he received a Bachelor Degree in Business Administration, and Valdosta State University, where he received his Master’s in Business Administration. He lives in Atlanta, Georgia.
Outside of the office, Matt is an enthusiastic fly fisherman and artist. Most recently, he served as liaison with Junior Achievement, a program that develops entrepreneurship, financial literacy, and workplace readiness in undeveloped communities.
NMLS#: 763106
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
From Our Team
Overcoming Your 5 Biggest Retirement Challenges
Wealth Management
Global Investment Office
Portfolio Insights
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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
A Simple Six-Step Retirement Checkup
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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
- Special Needs Planning
- Trust Services
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
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Financial Planning for Life After Selling a Business
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Walnut Street Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
7Morgan Stanley Smith Barney LLC (“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 is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
7Morgan Stanley Smith Barney LLC (“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 is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
