Financial Advisor, Certified Financial Planner™
Morgan Stanley
Serving High Net Worth Individuals, Business Owners and Corporate Executives with financial planning. • Professional Portfolio Management• Retirement Planning• Trust & Estate Planning Strategies• Divorce• Company sponsored retirement plans• Business transition planning• Wealth preservation and insurance planning strategiesMorgan 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. Statements and messages for US residents only and subject to the following terms; http://www.ms.com/disclaimers/mssbemail.htmlFor more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/joe.perdue/Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
