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Morgan Stanley - Adam M. Smith

Morgan Stanley - Adam M. Smith ​Adam joined Morgan Stanley as a Financial Advisor and Financial Planning Specialist after 12 years of leadership, consulting, and sales experience in the technology and software industry. Now, in his role as a financial planning specialist and advisor, his primary focus lies in comprehending his clients’ objectives, both personal and financial, and devising strategies to help them achieve their goals. Adam works on a team of experienced advisors and Certified Financial Planners (CFPs) that manages over $600 million in assets and is well versed in areas important to high-net-worth individuals including: Identifying and implementing tax-efficient strategies to manage executive earnings and/or compensation Individualized investment portfolios, bringing industry-leading solutions into your investment portfolio of stocks, bonds, real estate, cash management, etc. Comprehensive wealth, financial and retirement plans Largest platform of Alternative Investments, from private equity to private real estate and private credit Securities-based lending options (keeping your money invested while accessing liquidity for other financing needs, personal bridge loans, real estate purchases, etc.) Competitive-rate mortgage loans for clients and children High-Yield savings programs on cash deposits through Morgan Stanley's Preferred Savings program Work with Certified Financial Planners who are trained in investments, estate planning, tax optimization, risk management, insurance planning, social security maximization and other smart planning strategies Other services include: 401k Rollovers Structured Products Estate Planning Strategies Planning for Education Funding Life Insurance Adam holds a BS in Business Management from Brigham Young University and possesses FINRA series 7 and 66 registrations, along with Life and Health Insurance licenses.
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About Morgan Stanley - Adam M. Smith

Morgan Stanley - Adam M. Smith

​Adam joined Morgan Stanley as a Financial Advisor and Financial Planning Specialist after 12 years of leadership, consulting, and sales experience in the technology and software industry. Now, in his role as a financial planning specialist and advisor, his primary focus lies in comprehending his clients’ objectives, both personal and financial, and devising strategies to help them achieve their goals.

Adam works on a team of experienced advisors and Certified Financial Planners (CFPs) that manages over $600 million in assets and is well versed in areas important to high-net-worth individuals including:
  • Identifying and implementing tax-efficient strategies to manage executive earnings and/or compensation
  • Individualized investment portfolios, bringing industry-leading solutions into your investment portfolio of stocks, bonds, real estate, cash management, etc.
  • Comprehensive wealth, financial and retirement plans
  • Largest platform of Alternative Investments, from private equity to private real estate and private credit
  • Securities-based lending options (keeping your money invested while accessing liquidity for other financing needs, personal bridge loans, real estate purchases, etc.)
  • Competitive-rate mortgage loans for clients and children
  • High-Yield savings programs on cash deposits through Morgan Stanley's Preferred Savings program
  • Work with Certified Financial Planners who are trained in investments, estate planning, tax optimization, risk management, insurance planning, social security maximization and other smart planning strategies
Other services include:
  • 401k Rollovers
  • Structured Products
  • Estate Planning Strategies
  • Planning for Education Funding
  • Life Insurance
Adam holds a BS in Business Management from Brigham Young University and possesses FINRA series 7 and 66 registrations, along with Life and Health Insurance licenses.