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When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code.

Morgan stanley smith barney contact us code#

Trey resides in Frisco with his wife, Kathy, an Early Childhood Intervention Specialist, and their sons, Blake, Brayden and Brooks.ġWhen Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. As a Branch Manager, Trey focuses on new business development, FA development and retention, and execution of Complex and firm initiatives. Trey joined Morgan Stanley in 2002 to pursue his entrepreneurial interest and passion for finance and investment management. Upon completion of his master’s degree in 1999, he was recruited by EDS in a managerial capacity to develop and provide project management analysis in their health care division. While continuing to enhance and develop physician practices, Trey returned to Southwest Texas to earn a Master’s Degree in Health Administration. Trey earned his Bachelor of Science in Health Professions from Southwest Texas State University in 1997 and began his business career in administration of private physician practices. In 2010, he was asked to serve as the Assistance Complex Manager transitioning to a Complex Business Development Manager until 2013. From 2002-2006 Trey was a financial advisor and a Producing Branch Manager in Arlington from 2006-2010. Trey is a Senior Vice President and Sub-Complex Manager in the Morgan Stanley Dallas Complex, as position he has held since 2013.