Financial Advisor
CurrentMy colleagues and I in the Harbor Group, a Family Wealth Advisory team at Morgan Stanley, provide a select group of clients with comprehensive and strategic investment management and wealth advisory services. We strive to help our clients capitalize on opportunities to grow, preserve and transfer their wealth in a tax efficient manner and in harmony with their unique values, needs and objectives. Our goal is to be our clients' primary and most trusted advisors and our focus is solely on making a positive difference in the lives of our clients and their families.Areas of Focus:1. Retirement/ Retirement Planning2. Estate Planning Strategies3. Liquidity Risk Management 4. Family Financial Advisor/Wealth Management5. Family Wealth Planning6. Philanthropy Strategies/Philanthropic Management7. International Investing8. High Net Worth Investing9. Charitable PlanningDisclosures: © 2023 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 LinkedIn 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.htmlMorgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
