The Omaha Group at Morgan Stanley

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Omaha, NE
The Omaha Group at Morgan Stanley

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Financial Advisors at Morgan Stanley MSSB will not accept page purchase or sale orders via social network messaging systems.

Our Mission Statement:
We advise successful families who want to be intentional with their wealth—and confident in the decisions they make. Our role is to bring clarity and discipline to complex financial choices, helping clients plan thoughtfully so their wealth supports the lives they want to lead, not the other way around. Nicole Lindsey Clark, CFP®, CDFA®, QPFC
NMLS #: 1282648 NMLS #: 1290638 NMLS #: 1253122
CA Insurance License #: 0M95778
CA Insurance License #: 0H75123

©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 is not responsible for content posted by third-parties. 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. 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.

10/28/2026

A key strategy for boosting long-term investment returns is being smart about tax efficiency.

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10/21/2026

Navigating the division of assets in a divorce can be a long and difficult process. Learn how to avoid mistakes and plan for your future.

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10/14/2026

Learn the tax-smart money moves you can make this fall to set yourself up for success next year and beyond. Find tips on investing, taxes, charitable giving and more.

morganstanley.com

10/07/2026

If you're inclined to help others, consider these ways to make your giving go further.

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09/30/2026

In today's increasingly digital world, safeguarding your personal and financial information is more important than ever. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Cybersecurity and Digital Wealth Protection," taking place on Monday, October 5. This timely discussion will explore practical cybersecurity strategies and responsible digital habits that can help protect your online identity, financial accounts, and personal data. Whether you're managing your own wealth or helping guide the next generation, you'll leave with actionable insights to strengthen your digital security. https://livesocial.seismic.com/aes7b5

09/17/2026

Please wish Alex Otte a wonderful birthday this weekend! We appreciate Alex's sense of humor and his experience in our industry – he is so valued by our team and by our clients!

09/07/2026

Today, we honor the contributions and achievements of laborers in the United States.

09/02/2026

Successful family businesses establish a shared mission and succession plan to endure for generations to come. https://livesocial.seismic.com/aD2xzX

08/19/2026

Senior citizens are regularly targeted by cybercriminals. Learn how to help protect your elderly loved ones. https://livesocial.seismic.com/aOgnR1

07/04/2026

Happy 4th of July! Our team is proudly rocking our stars, stripes, and sparkle to celebrate America's 250th. Hope your day is full of sunshine, great food, and time with the people who matter most.

Address

13625 California Street/Suite 400
Omaha, NE
68154

Telephone

+14023970900

Website

https://advisor.morganstanley.com/the-omaha-group

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