![]() ![]() Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. ![]() This material does not provide individually tailored investment advice. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. Any profiles and associated content are for U.S. All electronic communications are subject to terms available at the following link: Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at Back to topĬheck the background of our Firm and Investment Professionals on FINRA's BrokerCheck*. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.ĦMorgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. When interest rates rise, bond prices generally fall.ĥMorgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. When interest rates rise, bond prices generally fall.ģMorgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.ĤFixed Income investing entails credit risks and interest rate risks. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.ĢFixed Income investing entails credit risks and interest rate risks. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Capital gains, if any, are subject to tax. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. He has served as a Board Member for the Palatine Celtic Soccer Club since 2014.ġ Municipal bonds may not be appropriate for all investors. Outside the office, David and his wife Vanessa have been married over 20 years and share a full life with their four children Nate, Reagan, Cami, and Zach. He holds his Bachelor of Arts degree in Business/Economics from Wheaton College, Wheaton, IL where he also played on the Wheaton Football team. Additionally, as Financial Advisor, he serves clients by helping them navigate the complexities of the financial world in order to grow their wealth. He joined the Tofilon Group in 2010, and with his tenure, brought extensive knowledge of the fixed income markets, risk management and market volatility.Īs Senior Portfolio Manager for the group, he leverages the success he had at the CBOT by strategically building portfolios focused on creating efficient and reliable streams of income while minimizing risk exposure. David started his career in 2000 at the Chicago Board of Trade as a clerk and in time became a trader in the 30-year bond options pit. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |