advisor.morganstanley.com
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23.43.132.18
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Submitted URL: https://click.msmail.morganstanley.com/?qs=30972a26ac56fbf1dc7a34f121c39b3a73c53d1b1d0f222085d119e4fd508148279110437d895a23e17dcceb613b...
Effective URL: https://advisor.morganstanley.com/bgs-group
Submission: On June 03 via manual from US — Scanned from DE
Effective URL: https://advisor.morganstanley.com/bgs-group
Submission: On June 03 via manual from US — Scanned from DE
Form analysis 5 forms found in the DOM
POST
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label is-required"><input autocomplete="given-name" data-interaction-name="contact now start" data-track-id="analytics-tracking-fa"
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<legend class="ContactForm-legend"><span class="ContactForm-legendText">How can we contact you?*</span></legend>
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label is-required"><input autocomplete="email" name="email" placeholder="Email" required="" type="email"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input autocomplete="tel" data-validation-message="Please enter a valid telephone number" name="phone"
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input autocomplete="tel" data-validation-message="Please enter a valid telephone number" name="mobile"
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<legend class="ContactForm-legend"><button class="ContactForm-collapseToggle" type="button" data-toggle="collapse" data-target="#bttc-TeamCarousel-modal0-collapse" aria-expanded="false" aria-controls="bttc-TeamCarousel-modal0-collapse"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70iw" type="radio" value="$250,000 - $1 million"><span class="ContactForm-labelText">$250,000 - $1
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70iw" type="radio" value="Above $1 million"><span class="ContactForm-labelText">Above $1
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<div class="ContactForm-privacyPledgeSection"><span class="ContactForm-privacyLinkText">Morgan Stanley is committed to safeguarding your information:</span>
<div class="ContactForm-privacyLinkWrapper Footer-Link--privacy">
<a href="https://www.morganstanley.com/privacy-pledge" title="Your Privacy Choices" target="_blank" data-ya-track="privacylink" rel="nofollow noopener noreferrer">Read Our Privacy Pledge<span class="sr-only wcag-new-tab-hover">Link Opens in New Tab</span></a>
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<legend class="ContactForm-legend"><span class="ContactForm-legendText">Your Name*</span></legend>
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label is-required"><input autocomplete="given-name" data-interaction-name="contact now start" data-track-id="analytics-tracking-fa"
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label is-required"><input autocomplete="family-name" name="last_name" placeholder="Last Name" required="" type="text"><span
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<fieldset class="ContactForm-fieldset ContactForm-fieldset--contact is-required">
<legend class="ContactForm-legend"><span class="ContactForm-legendText">How can we contact you?*</span></legend>
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label is-required"><input autocomplete="email" name="email" placeholder="Email" required="" type="email"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input autocomplete="tel" data-validation-message="Please enter a valid telephone number" name="phone"
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input autocomplete="tel" data-validation-message="Please enter a valid telephone number" name="mobile"
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<legend class="ContactForm-legend"><button class="ContactForm-collapseToggle" type="button" data-toggle="collapse" data-target="#bttc-TeamCarousel-modal1-collapse" aria-expanded="false" aria-controls="bttc-TeamCarousel-modal1-collapse"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70ip" type="radio" value="Morning"><span class="ContactForm-labelText">Morning</span></label></div>
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70ip" type="radio" value="Afternoon"><span class="ContactForm-labelText">Afternoon</span></label></div>
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="5928594" name="00N4100000f70ix" type="checkbox" value="Global Sports and Entertainment"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16304" name="00N4100000f70ix" type="checkbox" value="Liability Management"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16305" name="00N4100000f70ix" type="checkbox" value="Navigating Divorce Finances"><span
class="ContactForm-labelText">Navigating Divorce Finances</span></label></div>
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16306" name="00N4100000f70ix" type="checkbox" value="Pre-Liquidity Event"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16307" name="00N4100000f70ix" type="checkbox" value="Retirement Planning"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="6025828" name="00N4100000f70ix" type="checkbox" value="Tax Planning Strategies"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16310" name="00N4100000f70ix" type="checkbox" value="Ultra High Net Worth Investing"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16311" name="00N4100000f70ix" type="checkbox" value="Wealth Transfer Planning / Inheritance"><span
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<div id="household-assets-TeamCarousel-modal1-collapse" class="collapse">
<div class="ContactForm-fieldsetInputs l-row">
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70iw" type="radio" value="$250,000 - $1 million"><span class="ContactForm-labelText">$250,000 - $1
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data-track-id="analytics-tracking-fa" data-interaction-name="contact submit"></div>
<div class="ContactForm-privacyPledgeSection"><span class="ContactForm-privacyLinkText">Morgan Stanley is committed to safeguarding your information:</span>
<div class="ContactForm-privacyLinkWrapper Footer-Link--privacy">
<a href="https://www.morganstanley.com/privacy-pledge" title="Your Privacy Choices" target="_blank" data-ya-track="privacylink" rel="nofollow noopener noreferrer">Read Our Privacy Pledge<span class="sr-only wcag-new-tab-hover">Link Opens in New Tab</span></a>
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<div style="display: none;"></div>
</form>POST
<form class="ContactForm js-ContactForm" data-env="prod" method="POST" data-js-ya-cid="96595d1b-1b55-4f9b-a910-5c42edc5c66c">
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value="Team Website"><input type="hidden" name="00N1K00000fcWdp" id="MS_Application_ID" value=""><input type="hidden" name="00N1K00000fcWdk" id="MS_ECID" value=""><input type="hidden" name="00N1K00000fcWdu" id="MS_Time_Stamp" value=""><input
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name="00N4100000f70iu" value="118" data-title="FA Number"><input type="hidden" name="00N4100000f70iv" value="10830217" data-title="FA Federation ID"><input type="hidden" name="debug" value="1"><input type="hidden" name="debugEmail"
value="FAwebsites@morganstanley.com"><input type="hidden" name="env" value="prod"><input type="hidden" name="captchaToken" value=""><input type="hidden" name="00N4100000f7iVJ" value="Christopher.X.Smith@morganstanley.com"
data-title="FA Notification Recipient 1"><input type="hidden" name="00N4100000f7iVK" value="William.Burns@morganstanley.com" data-title="FA Notification Recipient 2"><input type="hidden" name="00N4100000f7iVL"
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<fieldset class="ContactForm-fieldset ContactForm-fieldset--name is-required">
<legend class="ContactForm-legend"><span class="ContactForm-legendText">Your Name*</span></legend>
<div class="ContactForm-fieldsetInputs l-row">
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label is-required"><input autocomplete="given-name" data-interaction-name="contact now start" data-track-id="analytics-tracking-fa"
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label is-required"><input autocomplete="family-name" name="last_name" placeholder="Last Name" required="" type="text"><span
class="ContactForm-labelText">Last Name</span></label></div>
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<fieldset class="ContactForm-fieldset ContactForm-fieldset--contact is-required">
<legend class="ContactForm-legend"><span class="ContactForm-legendText">How can we contact you?*</span></legend>
<div class="ContactForm-fieldsetInputs l-row">
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label is-required"><input autocomplete="email" name="email" placeholder="Email" required="" type="email"><span
class="ContactForm-labelText">Email</span></label></div>
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input autocomplete="tel" data-validation-message="Please enter a valid telephone number" name="phone"
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input autocomplete="tel" data-validation-message="Please enter a valid telephone number" name="mobile"
pattern="(\+?\d{1,3}[-.,\s]?)?((\(?\d{1,2}\)?[-.,\s]?\d{4}[-.,\s]?\d{4})|(\(?\d{3}\)?[-.,\s]?\d{3}[-.,\s]?\d{4}))([-.,\s]{0,2}(([E|e]xt|x|X)[:.,|]?)\s?\d+)?" placeholder="Personal Phone (optional)" type="tel"><span
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</div>
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<fieldset class="ContactForm-fieldset ContactForm-fieldset--team ContactForm-fieldset--collapsible js-ContactForm-collapsibleFieldset">
<legend class="ContactForm-legend"><button class="ContactForm-collapseToggle" type="button" data-toggle="collapse" data-target="#bttc-TeamCarousel-modal2-collapse" aria-expanded="false" aria-controls="bttc-TeamCarousel-modal2-collapse"><span
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<path d="m0 5h30l-15 16z" fill="currentColor"></path>
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<div id="bttc-TeamCarousel-modal2-collapse" class="collapse">
<div class="ContactForm-fieldsetInputs l-row">
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70ip" type="radio" value="Morning"><span class="ContactForm-labelText">Morning</span></label></div>
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70ip" type="radio" value="Afternoon"><span class="ContactForm-labelText">Afternoon</span></label></div>
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70ip" type="radio" value="Evening"><span class="ContactForm-labelText">Evening</span></label></div>
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<div id="investment-needs-TeamCarousel-modal2-collapse" class="collapse">
<div class="ContactForm-fieldsetInputs l-row">
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16698" name="00N4100000f70ix" type="checkbox" value="Charitable Giving"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="6025827" name="00N4100000f70ix" type="checkbox" value="Estate Planning Strategies"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="6005540" name="00N4100000f70ix" type="checkbox" value="Family Wealth Management"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16300" name="00N4100000f70ix" type="checkbox" value="General Investment Advice"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="5928594" name="00N4100000f70ix" type="checkbox" value="Global Sports and Entertainment"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16301" name="00N4100000f70ix" type="checkbox" value="Help with Special Needs or Disabilities"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16302" name="00N4100000f70ix" type="checkbox"
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="363325" name="00N4100000f70ix" type="checkbox" value="Internationally Based Investor / Family"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="5632834" name="00N4100000f70ix" type="checkbox" value="Investing With Impact"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="6025829" name="00N4100000f70ix" type="checkbox" value="LGBT+ Financial Planning"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16304" name="00N4100000f70ix" type="checkbox" value="Liability Management"><span
class="ContactForm-labelText">Liability Management</span></label></div>
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16305" name="00N4100000f70ix" type="checkbox" value="Navigating Divorce Finances"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16306" name="00N4100000f70ix" type="checkbox" value="Pre-Liquidity Event"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16307" name="00N4100000f70ix" type="checkbox" value="Retirement Planning"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="6025828" name="00N4100000f70ix" type="checkbox" value="Tax Planning Strategies"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16310" name="00N4100000f70ix" type="checkbox" value="Ultra High Net Worth Investing"><span
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label"><input data-numeric-value="16311" name="00N4100000f70ix" type="checkbox" value="Wealth Transfer Planning / Inheritance"><span
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<fieldset class="ContactForm-fieldset ContactForm-fieldset--team ContactForm-fieldset--collapsible js-ContactForm-collapsibleFieldset">
<legend class="ContactForm-legend"><button class="ContactForm-collapseToggle" type="button" data-toggle="collapse" data-target="#household-assets-TeamCarousel-modal2-collapse" aria-expanded="false"
aria-controls="household-assets-TeamCarousel-modal2-collapse"><span class="ContactForm-legendText">Household Assets</span><svg viewBox="0 0 30 21" class="icon icon-notch ContactForm-collapsibleIcon">
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<div id="household-assets-TeamCarousel-modal2-collapse" class="collapse">
<div class="ContactForm-fieldsetInputs l-row">
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70iw" type="radio" value="Less than $250,000"><span class="ContactForm-labelText">Less than
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70iw" type="radio" value="$250,000 - $1 million"><span class="ContactForm-labelText">$250,000 - $1
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70iw" type="radio" value="Above $1 million"><span class="ContactForm-labelText">Above $1
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<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input name="00N4100000f70iw" type="radio" value="Above $5 million"><span class="ContactForm-labelText">Above $5
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<div class="ContactForm-footer">
<div class="ContactForm-submitButtonWrapper"><input class="ContactForm-submitButton" type="submit" name="submit" value="Submit" data-ya-track="submit" role="button" data-modulename="lead form" data-eventvalue="contact now submit"
data-track-id="analytics-tracking-fa" data-interaction-name="contact submit"></div>
<div class="ContactForm-privacyPledgeSection"><span class="ContactForm-privacyLinkText">Morgan Stanley is committed to safeguarding your information:</span>
<div class="ContactForm-privacyLinkWrapper Footer-Link--privacy">
<a href="https://www.morganstanley.com/privacy-pledge" title="Your Privacy Choices" target="_blank" data-ya-track="privacylink" rel="nofollow noopener noreferrer">Read Our Privacy Pledge<span class="sr-only wcag-new-tab-hover">Link Opens in New Tab</span></a>
</div>
</div>
</div>
<div style="display: none;"></div>
</form>POST
<form class="ContactForm js-ContactForm" data-env="prod" method="POST" data-js-ya-cid="96595d1b-1b55-4f9b-a910-5c42edc5c66c">
<div class="ContactForm-requiredFieldsMessage" id="ContactModal-describedBy3">* Required Fields</div><input type="hidden" name="formType" value="wealth"><input type="hidden" name="retURL" value="http://"><input type="hidden" name="lead_source"
value="Team Website"><input type="hidden" name="00N1K00000fcWdp" id="MS_Application_ID" value=""><input type="hidden" name="00N1K00000fcWdk" id="MS_ECID" value=""><input type="hidden" name="00N1K00000fcWdu" id="MS_Time_Stamp" value=""><input
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name="00N4100000f70iu" value="637" data-title="FA Number"><input type="hidden" name="00N4100000f70iv" value="1013497016" data-title="FA Federation ID"><input type="hidden" name="debug" value="1"><input type="hidden" name="debugEmail"
value="FAwebsites@morganstanley.com"><input type="hidden" name="env" value="prod"><input type="hidden" name="captchaToken" value=""><input type="hidden" name="00N4100000f7iVJ" value="Christopher.X.Smith@morganstanley.com"
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<fieldset class="ContactForm-fieldset ContactForm-fieldset--name is-required">
<legend class="ContactForm-legend"><span class="ContactForm-legendText">Your Name*</span></legend>
<div class="ContactForm-fieldsetInputs l-row">
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label is-required"><input autocomplete="given-name" data-interaction-name="contact now start" data-track-id="analytics-tracking-fa"
name="first_name" placeholder="First Name" required="" type="text"><span class="ContactForm-labelText">First Name</span></label></div>
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label is-required"><input autocomplete="family-name" name="last_name" placeholder="Last Name" required="" type="text"><span
class="ContactForm-labelText">Last Name</span></label></div>
</div>
</fieldset>
<fieldset class="ContactForm-fieldset ContactForm-fieldset--contact is-required">
<legend class="ContactForm-legend"><span class="ContactForm-legendText">How can we contact you?*</span></legend>
<div class="ContactForm-fieldsetInputs l-row">
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-12-up"><label class="ContactForm-label is-required"><input autocomplete="email" name="email" placeholder="Email" required="" type="email"><span
class="ContactForm-labelText">Email</span></label></div>
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input autocomplete="tel" data-validation-message="Please enter a valid telephone number" name="phone"
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class="ContactForm-labelText">Work Phone (optional)</span></label></div>
<div class="ContactForm-inputWrapper l-col-xs-12 l-col-sm-12 l-col-md-6-up"><label class="ContactForm-label"><input autocomplete="tel" data-validation-message="Please enter a valid telephone number" name="mobile"
pattern="(\+?\d{1,3}[-.,\s]?)?((\(?\d{1,2}\)?[-.,\s]?\d{4}[-.,\s]?\d{4})|(\(?\d{3}\)?[-.,\s]?\d{3}[-.,\s]?\d{4}))([-.,\s]{0,2}(([E|e]xt|x|X)[:.,|]?)\s?\d+)?" placeholder="Personal Phone (optional)" type="tel"><span
class="ContactForm-labelText">Personal Phone (optional)</span></label></div>
</div>
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BGS GROUP AT MORGAN STANLEY
William BurnsTheodore GrippoChristopher Smith, CFP®
Direct:
(516) 336-0820(516) 336-0820
Toll-Free:
(866) 734-7286(866) 734-7286
Contact Us
OUR MISSION STATEMENT
Understanding the unique needs of high net worth clients like you in order to
provide customized investment and financial strategies.
Our Story and ServicesOur ProcessFamily Office ResourcesGlobal Sports and
EntertainmentHighlights From Our TeamLocation
OUR STORY
Managing wealth involves far more than managing an investment portfolio. It
begins with developing a holistic, comprehensive understanding of who you are
and the financial forces at work in your life. It means helping you understand
and respond effectively to these forces. And, of course, it means helping you
invest your assets in a way that reflects the realities of your life and the
uniqueness of your long term goals. As Financial Advisors, we are committed to
building a relationship of trust in which we can work closely with you to help
you define your objectives, explore alternatives and choose the financial and
investment strategies that are most appropriate for you. As our relationship
evolves, we hope you will come to regard us as a valued resource and
professionals who can help you make a more informed decision on any financial
issue. Our most important goal: to help you achieve your objectives, providing
guidance that helps your wealth do more for you.
Services Include
* Financial PlanningFootnote1
* Wealth ManagementFootnote2
* Asset Management
* Estate Planning StrategiesFootnote3
* Lending Products
* 401(k) Rollovers
* 529 PlansFootnote4
* Long Term Care InsuranceFootnote5
* Professional Portfolio ManagementFootnote6
* Retirement PlanningFootnote7
Check the background of Our Firm and Investment Professionals on FINRA's
BrokerCheckLink Opens in New Tab.*
PLANNING FOR YOUR FAMILY'S FINANCIAL NEEDS
Philanthropic Planning
Your philanthropic objectives are as personal as your vision of a better world.
We can help you define and pursue your objectives, a considerable challenge when
there are so many worthy causes and so many unmet needs.
Strategic Philanthropy
Trust and Estate Planning Strategies
Trust and Estate Planning Strategies
We can review your tax and estate structures so that their tax characteristics
are accurately reflected in your asset allocation analysis.
The State of Your Parents' Estate
Intangible Asset Management
Managing intangible assets is becoming increasingly important for individuals
and companies to help grow and generate profits.
Family Governance
It's extremely important to have a sound framework within which to make
important family decisions, particularly for ultra high net worth families
engaged in a common enterprise, such as running a family business, operating a
family office, or simply investing together. We provide access to experts with
the experience to help determine the optimal structures for your family.
Family Governance system
Signature Access
We provide access to abroad range of dedicated services designed to help enrich
and enhance the health, safety, comfort, and interests of affluent families.
These include everything, from private aviation, personal security, art
advisory, and household staffing, to private health advisory services and
advisory services for single family offices.
The Lifestyle Advisory Offering
Wealth Education
Financial Literacy means being empowered with the knowledge to make smart
financial decisions during every stage of life. Discussing family finances is
especially important with adult children, no matter their age. It's not always
easy, but starting the conversation is a key step in long-term wealth planning.
Financial Empowerment Across Generations
Charitable Giving
Morgan Stanley Global Impact Funding Trust, Inc. (Morgan Stanley GIFT) can
provide you with an overview of some of the common methods that individuals use
to make charitable gifts, along with some important tips that you should keep in
mind.
Charitable Giving Review
5.00% Annual Percentage Yield Preferred Savings
Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY
through deposits into our Preferred Savings Program for qualifying cash. Contact
our team to learn more or click here for more details. Terms apply.
learn more
2024 Tax Tables
This helpful resource outlines the 2024 tax rate schedule, education and health
savings account limits, retirement contribution and deduction limits, among
other information. With tax season seemingly always right around the corner,
it's best to be as informed as possible.
Access the 2024 federal tax tables
GLOBAL SPORTS AND ENTERTAINMENT
Every sports and entertainment profession is unique with its own
characteristics, earnings profile and variable career span.
You require Financial Advisors who know the industry and how money flows from
your work to your wallet. As Sports and Entertainment Directors, chosen for our
advanced experience working within very specific fields, we understand the total
financial picture and craft creative financial strategies that account for the
unique challenges and dynamics of our clients’ careers.
Your life is filled with people who have supported and encouraged you. As Sports
and Entertainment Directors, we are an integral part of that team, working
alongside your agent, business manager and personal confidants. We believe that
a cohesive and connected team is best suited to help high achievers make smart
choices about their wealth.
BY PUTTING CLIENTS FIRST, OUR TEAM'S FINANCIAL ADVISORS ARE LEADING THE WAY.
Here, we celebrate excellence and give back to our community. Explore our
collection of accolades, recognizing the outstanding achievements of our team
and partners. Additionally, delve into our charitable efforts, where we strive
to make a positive impact on society through various initiatives and
partnerships. The BGS Group gives back to the NY Metro area through various
charities. Most notably, the team has given back through the Ronald McDonald
House at New Hyde Park, Island Harvest at Bethpage and with Meals From the
Heart.
Forbes Best-In-State Wealth Management Teams 2024
2024- The BGS Group
[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based
for the period from 3/31/22–3/31/23. (https://mgstn.ly/47xqiQ1)]
Press Release
Forbes Best-In-State Wealth Advisors
2020-2023 - Williams Burns
2020-2023 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2020-2023). Data compiled by SHOOK Research LLC
based 12-month time period concluding in June of year prior to the issuance of
the award.
Press Release
Island Harvest, Bethpage, NY (Nov 2020, June 2021, June 2023)
Island Harvest has become Long Island’s largest hunger-relief organization.
Their volunteers and staff now deliver millions of pounds of good, surplus food
– much of which might otherwise go to waste – to a network of 570 Long
Island-based food pantries, soup kitchens and other non-profit organizations
that offer feeding services for those in need. By doing this, they provide a
vital supply of food to counter the sharply rising problem of hunger here.
To learn more about Island Harvest, Click Here
Ronald McDonald House, New Hyde Park, NY (Nov 2019, Oct 2022, Oct 2023)
Ronald McDonald House Charities New York Metro means more time together for
families with sick children.
Time is that one thing we never seem to have enough of. It becomes all the more
precious when you have a child who is very sick. The Ronald McDonald House takes
care of some of the worries—where to stay, what to eat, and where to wash
clothes—so that families can spend more time with each other. You can use your
time to give families more time with their sick children.
To learn more about the Ronald McDonald House, click here
LOCATION
2 Jericho Plaza
Jericho, NY 11753
US
Direct:
(516) 336-0820(516) 336-0820
Toll-Free:
(866) 734-7286(866) 734-7286
MEET BGS GROUP
Prev
WILLIAM BURNS
Managing Director, Wealth Management, Financial Advisor, Global Sports and
Entertainment Director
--------------------------------------------------------------------------------
Visit William Burns on LinkedIn
Email William Burns
Phone:
(516) 336-0820(516) 336-0820
Contact Me
View My Bio
THEODORE GRIPPO
Senior Vice President, Financial Advisor, Global Sports and Entertainment
Director, Portfolio Management Director
--------------------------------------------------------------------------------
Learn more about my specialty in Equity CompensationLink Opens in New Tab
Email Theodore Grippo
Phone:
(516) 336-0821(516) 336-0821
Contact Me
View My Bio
CHRISTOPHER SMITH, CFP®
Senior Vice President, Financial Advisor, Certified Financial Planner™,
Portfolio Management Director, Global Sports and Entertainment Director
--------------------------------------------------------------------------------
Visit Christopher Smith on LinkedIn
Email Christopher Smith
Phone:
(516) 336-0812(516) 336-0812
Contact Me
View My Bio
JENNA MUSCARELLA, CFP®
Financial Advisor, CERTIFIED FINANCIAL PLANNER™
--------------------------------------------------------------------------------
Schedule MeetingLink Opens in New Tab
Visit Jenna Muscarella on LinkedIn
Email Jenna Muscarella
Phone:
(516) 336-0715(516) 336-0715
Contact Me
View My Bio
STEFANIE ANDORS
Portfolio Management Associate Director, Vice President
--------------------------------------------------------------------------------
Email Stefanie Andors
Phone:
(516) 336-0797(516) 336-0797
View My Bio
GEORGIA SKIADAS
Senior Registered Client Services Associate
--------------------------------------------------------------------------------
Email Georgia Skiadas
Phone:
(516) 336-0822(516) 336-0822
View My Bio
ANNMARIE DEVEAU
Client Service Associate
--------------------------------------------------------------------------------
Email AnnMarie DeVeau
Phone:
(516) 336-0747(516) 336-0747
View My Bio
Next
ABOUT WILLIAM BURNS
William Burns
Managing Director
Financial Advisor
Sports and Entertainment Director
NMLS #1288339
William Burns is a Financial Advisor in the Jericho office of Morgan Stanley.
He holds his Series 7, 8, 63, 65 and Life and Health Insurance Licenses.
Prior to joining Morgan Stanley, Bill spent 25 years with Merrill Lynch as an
International Wealth Management Advisor. He also went through the Merrill Lynch
Management Assessment and Training Program and spent significant time coaching,
counseling and presenting at their Financial Advisory Training Program in
Princeton, New Jersey. In 2023, Bill was named to the Forbes Best-In-State
Wealth Advisor list for the 4th year in a row.
Bill and his team work with a diverse client base that includes entertainers,
professional athletes, business owners and other professionals. The common
thread is they are all looking to achieve their personal life goals, such as a
comfortable retirement, sending their children to college or buying a second
home. His experience lies in proper asset allocation and asset management to
help achieve these life goals.
Bill graduated with honors from the State University of New York at Oswego where
he received a Bachelor’s Degree in both Economics and Psychology. He currently
resides in Cold Spring Harbor with his wife Gail and sons, William and
Nicholas.
He is very active in local sports league as a coach in baseball and basketball.
He is an avid golfer, and enjoys skiing, kayaking and travel.
2020-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020-2023). Data compiled by SHOOK Research LLC
based 12-month time period concluding in June of year prior to the issuance of
the award.
Securities Agent: MA, AK, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, MD, MI, MT,
NC, NJ, NV, NY, PA, SC, TX, VA; BM/Supervisor; General Securities
Representative; Investment Advisor Representative
NMLS#: 1288339
ABOUT THEODORE GRIPPO
Theodore Grippo
Senior Vice President
Financial Advisor
Sports and Entertainment Director
NMLS #1290407
Theodore Grippo is Senior Vice President and Senior Portfolio Manager in the
Jericho Office of Morgan Stanley. He holds his Series 7, 63, 65 and Life and
Health Insurance Licenses..
Ted has over 25 years of experience helping clients achieve their long-term
financial goals. Prior to joining Morgan Stanley in 2008, Ted spent 15 years as
an International Wealth Advisor at Merrill Lynch. He has been a partner of the
BGS Group since 1993. Ted attended Geneva College and graduated from NYIT in
1987 where he received a Bachelor of Arts Degree in Business Administration.
Ted and his team have extensive experience working with high net worth families
and business owners as well as professional athletes and entertainers. He
focuses in long term financial planning and professional portfolio management.
Ted lives in Laurel Hollow, NY with his wife Heidi and their daughters Juliana
and Kayley. He is a sports enthusiast who enjoys playing baseball.
Learn more about my specialty in Equity CompensationLink Opens in New Tab
Securities Agent: VA, WA, TX, TN, SC, PA, NY, NV, NJ, NE, NC, MT, MI, MD, MA,
IN, IL, HI, GA, FL, DE, CT, CO, CA, AZ, AK; General Securities Representative;
Investment Advisor Representative
NMLS#: 1290407
ABOUT CHRISTOPHER SMITH
Christopher Smith, CFP®
Senior Vice President
Financial Advisor
Portfolio Management Director
Global Sports and Entertainment Director
NMLS #1255462
Christopher Smith is a Financial Advisor and Certified Financial Planner in the
Jericho office of Morgan Stanley. He has been working in the financial field for
over 20 years. He holds his series 7, 63 and 65 and Life and Health Insurance
Licenses.
After graduating from Baruch College with honors, with a degree in Finance &
Investments, Christopher spent 5 years working as an equities trader on Wall
Street. Gaining invaluable experience trading stocks for his own account,
Christopher then decided it was time for a new challenge; helping people achieve
their goals, such as planning for college and retirement and helping investors
increase their cash flow and lower their tax burdens.
As a Vice President at HSBC Securities, Christopher developed financial plans
for his clients around their goals, values and aspirations. Christopher
believes it is vital to take a team based approach, involving clients trusted
advisors such as attorneys, CPAs, as well as insurance providers to help develop
a financial plan. Utilizing sophisticated financial planning software and asset
allocation tools, and with the help of countless resources provided by Morgan
Stanley, Christopher guides his clients through life's twists and turns, helping
to keep them on course every step of the way.
Christopher lives in Massapequa with his wife Kerri and their two children,
Brodie and Ryleigh. Christopher is a sports enthusiast who enjoys playing golf,
baseball and basketball in his free time.
Securities Agent: PA, VA, HI, GA, CO, NJ, CT, NV, FL, MD, NY, AZ, NM, TX, MT,
IL, IN, AK, MI, MA, NC, SC, CA, DE; General Securities Representative;
Investment Advisor Representative
NMLS#: 1255462
ABOUT JENNA MUSCARELLA
Jenna Muscarella, CFP®
Financial Advisor
NMLS # 2373421
Jenna Muscarella is a Financial Advisor and Certified Financial Planner at
Morgan Stanley. She holds her Series 7,66 and Life and Health Insurance
Licenses.
She’s been working in the financial field for over 6 years. Prior to joining
Morgan Stanley in 2022, Jenna was an advisor at AXA/Equitable Advisors. There,
she specialized in working with educators, helping them plan for retirement and
various other needs such as asset management and insurance.
Jenna and her team, BGS Group, have extensive experience working with
entertainers, professional athletes, business owners, high net worth families
and individuals. She takes a holistic planning approach, first taking the time
to understand her clients, what their future goals are such as, a comfortable
retirement, sending their children to school, or buying a vacation home. Then,
she creates a plan and puts together the proper investment portfolio to get them
to their future goals from where they are today.
Jenna graduated with honors from Quinnipiac University where she graduated early
to receive both her Bachelor’s Degree in Finance and Master’s in Business
Administration in 4 years. She grew up in Garden City and currently lives in
Massapequa. She enjoys watching professional sports, traveling, cooking, and
making people laugh.
Securities Agent: MN, MA, OH, PR, NJ, VI, WV, DC, IN, WY, WI, WA, VT, VA, UT,
TX, TN, SD, SC, RI, PA, OR, OK, NY, NV, NM, NH, NE, ND, NC, MT, MS, MO, MI, ME,
MD, LA, KY, KS, IL, ID, IA, HI, GA, FL, DE, CT, CO, CA, AZ, AR, AL, AK; General
Securities Representative; Investment Advisor Representative
NMLS#: 2373421
ABOUT STEFANIE ANDORS
Stefanie Andors joined BGS Group in the Jericho office of Morgan Stanley in 2019
and brings with her 20 years of experience in the financial services industry.
The focus of much of her career has been on portfolio construction, asset
allocation and manager selection. In her current role as Portfolio Management
Associate Director she will be an additional resource to clients as well as
contribute to the team’s investment research and strategy implementation.
Stefanie is a graduate of Hofstra University where she obtained her BBA and MS
in Finance. She holds her Series 3,4,7,24,63 and 65 and Life and Health
Insurance licenses. Stefanie lives in Hicksville, NY.
ABOUT GEORGIA SKIADAS
Georgia has been a Client Service Associate for over 15 years. She has her
Series 7 and her Series 63 licenses. Prior to joining Morgan Stanley, she
worked at Merrill Lynch as a Senior Registered Client Service Associate. Her
role includes all levels of client service and administrative functions. Her
knowledge and expertise make her an integral part of our team, providing an
unsurpassed level of service.
She graduated from Adelphi University with a Bachelor of Arts degree in
Business.
ABOUT ANNMARIE DEVEAU
AnnMarie has been a Client Service Associate for over 10 years. Prior to
joining Morgan Stanley in 2013, she worked as a Client Service Associate for
Wells Fargo. Her role includes marketing and administrative functions.
AnnMarie's professionalism, knowledge, and strong work ethic make her a valuable
member of our team and enhance the level of service you will receive.
She graduated from NYIT with a Bachelor of Arts Degree in Business.
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CONTACT WILLIAM BURNS
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Internationally Based Investor / Family
Investing With Impact
LGBT+ Financial Planning
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Ultra High Net Worth Investing
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CONTACT THEODORE GRIPPO
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Global Sports and Entertainment
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Institution, Government Entity, Foundation or Endowment
Internationally Based Investor / Family
Investing With Impact
LGBT+ Financial Planning
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Navigating Divorce Finances
Pre-Liquidity Event
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Ultra High Net Worth Investing
Wealth Transfer Planning / Inheritance
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Morgan Stanley is committed to safeguarding your information:
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CONTACT CHRISTOPHER SMITH
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Morning
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Family Wealth Management
General Investment Advice
Global Sports and Entertainment
Help with Special Needs or Disabilities
Institution, Government Entity, Foundation or Endowment
Internationally Based Investor / Family
Investing With Impact
LGBT+ Financial Planning
Liability Management
Navigating Divorce Finances
Pre-Liquidity Event
Retirement Planning
Tax Planning Strategies
Ultra High Net Worth Investing
Wealth Transfer Planning / Inheritance
Household Assets
Less than $250,000
$250,000 - $1 million
Above $1 million
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Morgan Stanley is committed to safeguarding your information:
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CONTACT JENNA MUSCARELLA
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Best Time to Contact
Morning
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Investment Needs
Charitable Giving
Estate Planning Strategies
Family Wealth Management
General Investment Advice
Global Sports and Entertainment
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Institution, Government Entity, Foundation or Endowment
Internationally Based Investor / Family
Investing With Impact
LGBT+ Financial Planning
Liability Management
Navigating Divorce Finances
Pre-Liquidity Event
Retirement Planning
Tax Planning Strategies
Ultra High Net Worth Investing
Wealth Transfer Planning / Inheritance
Household Assets
Less than $250,000
$250,000 - $1 million
Above $1 million
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Morgan Stanley is committed to safeguarding your information:
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Wealth Management
From Our Team
OVERCOMING YOUR 5 BIGGEST RETIREMENT CHALLENGES
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Wealth Management
Global Investment Office
PORTFOLIO INSIGHTS
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RETIREMENT
Working with you to understand your life goals and develop a personalized wealth
strategy. Today and for the years to come.
* 401(k) Rollovers
* IRA Plans
* Retirement income strategies
* Retirement plan participants
* Annuities
Learn More about Retirement
You’re Ready for Retirement. Is Your Portfolio?Link Opens in New Tab
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YOU’RE READY FOR RETIREMENT. IS YOUR PORTFOLIO?
Market volatility and longevity may be two of the biggest risks to your
retirement. Learn how annuities can potentially help bolster your retirement
income strategy.
INVESTING
Working closely with you to guide your wealth and investments through the most
challenging market cycles.
* Asset Management
* Wealth Planning
* Traditional Investments
* Alternative Investments
* Impact Investing
Learn More about Investing
Election 2024 - Inflation OutlookLink Opens in New Tab
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ELECTION 2024 - INFLATION OUTLOOK
It’s too early to predict the results of the election on inflation and the
broader economy, but there are three areas investors should watch.
FAMILY
Creating customized financial strategies for the challenges that today’s
families face.
* Estate Planning Strategies
* 529 Plans / Education Savings Planning
* Long Term Care Insurance
* Special Needs Planning
* Trust Services
Learn More about Family
Will AI Plan Your Next Vacation?Link Opens in New Tab
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WILL AI PLAN YOUR NEXT VACATION?
Generative artificial intelligence could upend travel planning, bringing
disruption and opportunity to online travel agencies and search engines.
BUSINESS PLANNING
Helping you on key aspects of your business such as ownership, liquidity and
developing opportunities.
* Succession Planning
* Business Planning
* Qualified Retirement Plans
Learn More about Business Planning
Planning for Life After Selling a BusinessLink Opens in New Tab
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PLANNING FOR LIFE AFTER SELLING A BUSINESS
Selling your business can mean big changes for your life, both personally and
financially. Know how to make the most of your windfall.
PHILANTHROPY
Making sure your philanthropic dollars are managed with the same high quality
service as the rest of your wealth.
* Endowments
* Foundations
* Donor Advised Funds
* Impact Investing
Learn More about Philanthropy
Donor Advised Funds: A Smart Way to Manage Your Giving Link Opens in New Tab
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DONOR ADVISED FUNDS: A SMART WAY TO MANAGE YOUR GIVING
There’s more to charitable giving than you may realize. Here’s one method that
may be a tax-efficient way to give and can help maximize your impact.
WEALTH MANAGEMENT FOR ATHLETES AND ENTERTAINERS
Understanding the unique financial challenges of athletes and entertainers and
how they differ from one profession to the next, we deliver the experience and
resources you need to help create and implement a comprehensive,
multigenerational wealth management plan based on your needs, values and
aspirations.
* Investment Management
* Wealth Transfer & Philanthropy
* Private Banking Solutions
* Family Governance & Wealth Education
* Lifestyle Advisory
Learn More about Wealth Management for Athletes and Entertainers
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YOU ARE YOUR OWN CEO: BUILD A DREAM TEAM FOR YOUR CAREER
Assembling a team of trusted professionals to manage your career—and your
money—is essential to help best position you to thrive. Here’s how.
INSIGHTS AND OUTCOMES
Thought Leadership for our ultra high net worth clients, which contains
thought-provoking articles, authored by leading experts from Morgan Stanley
Family Office Resources.
Learn More about Insights and Outcomes
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THE CASE FOR SUSTAINABLE INVESTING
Investing in accordance with your environmental, social and governance
objectives does not necessarily mean sacrificing financial returns. Read more
factors supporting sustainable investing.
FINANCIAL WELLNESS
Enhancing Financial Wellness enables your workforce to do their best work.
Companies that invest in financial wellness have an opportunity to:
* Reduce employee stress,
* Improve retention and engagement, and
* Set themselves apart by offering comprehensive financial wellness benefits.
Learn More about Financial Wellness
The Business Case for a Financially Resilient WorkforceLink Opens in New Tab
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THE BUSINESS CASE FOR A FINANCIALLY RESILIENT WORKFORCE
In the face of turbulent markets, the word “resilience” may be top of mind.
Broadly speaking, resilience is the ability to “bounce back” when encountering
life’s inevitable challenges.
MORE FROM MORGAN STANLEY
5.00% Annual Percentage Yield Preferred SavingsLink Opens in New Tab
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5.00% ANNUAL PERCENTAGE YIELD PREFERRED SAVINGS
Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY
through deposits into our Preferred Savings Program for qualifying cash. Contact
our team to learn more or click here for more details. Terms apply.
Explore our Enhanced Spending + Budgeting ToolLink Opens in New Tab
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EXPLORE OUR ENHANCED SPENDING + BUDGETING TOOL
We’ve enhanced our Spending + Budgeting experience with advanced tools to help
you organize transactions and customize your financial view. Learn more.
The Age of AI and Other Trends in Tech and BeyondLink Opens in New Tab
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THE AGE OF AI AND OTHER TRENDS IN TECH AND BEYOND
AI beyond the hype, a potential breakthrough in health tech, a near-term
opportunity in PCs and more trends in technology and beyond.
Help Improve Your After-Tax Returns with Tax Management ServicesLink Opens in
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HELP IMPROVE YOUR AFTER-TAX RETURNS WITH TAX MANAGEMENT SERVICES
Help keep more of your returns and potentially reduce tax liability with a
tax-managed investment portfolio. Learn more.
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CYBERSECURITY RESOURCES
At Morgan Stanley, safeguarding your assets and personal information is among
our highest priorities. Learn about our security measures and use our resources
and ideas to help protect yourself online.
A $695 Annual Engagement BonusLink Opens in New Tab
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A $695 ANNUAL ENGAGEMENT BONUS
For eligible Platinum CashPlus Brokerage Account clients with The Platinum Card®
from American Express Exclusively for Morgan Stanley. Certain Morgan Stanley
Debit Card holders may also qualify. Terms apply.
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CASH BACK IS SIMPLY REWARDING
The Morgan Stanley Blue Cash Preferred® American Express Card. Earn cash back on
U.S. supermarkets, U.S. gas and more. Eligibility & terms apply. Learn More.
LET’S TALK ABOUT YOULink Opens in New Tab
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LET’S TALK ABOUT YOU
As we work together to map out a plan that helps achieve your financial goals,
our goal is to learn what is important to you. Discover how our goals-based
planning process takes into account all of your financial needs to deliver a
customized plan.
The Morgan Stanley MinuteLink Opens in New Tab
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THE MORGAN STANLEY MINUTE
Explore insights on today’s most important investment topics, including green
bonds, active management, cybercrime and monetizing small business.
Morgan Stanley Pathway SolutionsLink Opens in New Tab
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MORGAN STANLEY PATHWAY SOLUTIONS
Morgan Stanley Pathway Solutions are style-driven mutual fund portfolios that
put your financial goals at the center of the investment process.
Ready to start a conversation? Contact BGS Group today.
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