It involves a deep awareness of who you are and the financial forces at work in your life. It means helping you organize and manage your wealth in a way that reflects your personal values and the realities of your life. We are a closely-knit advisory team who understands the importance of family and the desire to leave an enduring legacy. Working together, we bring decades of wisdom and a seamless
continuity in our values.* Most importantly, we offer a generational approach to managing wealth that provides a balance of perspectives to help you – and your children – make informed financial decisions now and in the future. NMLS #: 1949126
*Please see the team website, https://advisor.morganstanley.com/the-money-sense-team, for details about the members, their functional titles and their individual years of experience.
©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept page purchase or sale orders via social network messaging systems. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information.
