The Harmon / Small Team at Morgan Stanley

The Harmon / Small Team at Morgan Stanley Working with us ensures that your best interest always comes first. Our focus is on providing the right solution for our clients using a team approach.

Experience, intellectual capital and dedicated personal service to help you meet your life goals

The Harmon-Small Group of Morgan Stanley combine over 40 years of investment management experience* to provide advice, using a broad array of investment capabilities and the latest technology to tailor an investment strategy to help achieve clients’ goals. Our disciplined approach to investment manage

ment begins by understanding your life goals, risk tolerance, liquidity needs, tax liability and financial responsibilities. Then, in collaboration with you, we create an investment strategy unique to your objectives, from current income generation to maximizing the potential for capital growth. James Harmon
Senior Vice President
Financial Advisor

Morgan Stanley Wealth Management
One Penn Plaza
New York, NY 10119

NMLS # 1674823

Lainie Small
Financial Advisor
NMLS # 1674826


© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
*Please see the team website, http://fa.morganstanley.com/harmonsmallgroup/ for details about the members, their functional titles and their individual years of experience.

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

12/05/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

11/01/2023

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

10/03/2023

With weight loss drugs starting to change the way obesity is treated, implications for the food industry and related sectors are far-reaching. Find out more in On the Markets:

08/31/2023

Rapid developments in reshoring, energy transformation and data generation could make this a watershed moment for infrastructure investing. Find out more in On the Markets.

Can breakthrough ideas stop climate change and eliminate poverty? Morgan Stanley Research sits down with Bill Gates.
08/17/2023

Can breakthrough ideas stop climate change and eliminate poverty? Morgan Stanley Research sits down with Bill Gates.

Watch as Morgan Stanley Research speaks with Bill Gates about how digitalization can improve quality of life in developing nations and why he’s backing companies on the verge of “mind blowing” breakthroughs in clean energy.

08/01/2023

With generative artificial intelligence likely to drive rapid change and potential opportunities, investors are looking to history as a guide. Find out more in On the Markets.

06/29/2023

Despite upcoming risks to economic growth, opportunities in a variety of areas persist, including among developed market bonds and Japanese and emerging market equities. Find out more in On the Markets midyear outlook edition.

06/02/2023

Amid elevated economic, fiscal and geopolitical risks, gold's role as a safe haven and diversifier is as important as ever. Find out more in our latest On the Markets.

Morgan Stanley clients with eligible brokerage accounts can earn 4.60% APY through deposits into our Preferred Savings P...
05/04/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.60% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/3pb6AsV

05/02/2023

Health care offers the right combination of offense and defense to navigate a challenging economic outlook. Find out more in On the Markets.

Although contagion risk from regional banks appears limited following policy actions, equities remain vulnerable to a le...
04/06/2023

Although contagion risk from regional banks appears limited following policy actions, equities remain vulnerable to a lending slowdown. Find out more in On the Markets: https://mgstn.ly/3zH2Lh3

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