Our mission is to help clients craft a personalized vision of their future, focus on what it means to them and how to maintain the financial independence they have worked hard to achieve. Strategic and customized planning creates the road map to this process, with the end goal to enjoy those things in life that matter most. Using our core principles of process, advice relationship, experience and service, The Boardwalk Group at Morgan Stanley seeks to provide all of our clients with an… Show more Our mission is to help clients craft a personalized vision of their future, focus on what it means to them and how to maintain the financial independence they have worked hard to achieve. Strategic and customized planning creates the road map to this process, with the end goal to enjoy those things in life that matter most. Using our core principles of process, advice relationship, experience and service, The Boardwalk Group at Morgan Stanley seeks to provide all of our clients with an excellent client experience. We are committed to you and to maintaining the highest standards of integrity.© 2024 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.html Show less

I concentrated my practice working with Ultra High Net Worth clients with needs for income. My majority of my clients were in need of an income source which they were entering retirement. My team provided created fixed income portfolios featuring tax free municipal bonds, preferred stocks, corporate bonds and blue chip dividend paying stocks to supplement clients income needs.