Liam Smith

Background

About Liam Smith

The Churchman Group at Morgan Stanley is a multifaceted wealth advisory team servicing corporate retirement clients and households. Our team, which includes certified 401(k) Professionals and Chartered Retirement Plans Specialists*, services small 30 employee groups as well as publicly traded companies. Another division of the Churchman Group focuses on the wealth management of individuals and families. We provide comprehensive retirement income planning, investment selection and monitoring, and social security and Medicare planning all while maintaining the personal guidance each of our clients require. As a member of The Churchman Group at Morgan Stanley, I focus on enhancing and preserving the financial picture of my clients, guiding them through both expected and extraordinary life events. I take great satisfaction in helping to alleviate financial stress for my clients and always put our client’s needs at the forefront of our financial planning service model.*Please see the team website, https://advisor.morganstanley.com/the-churchman-group, for details about the members, their functional titles and their individual years of experience. This material is intended only for clients and prospective clients of the Portfolio Management program. It has been prepared solely for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy. The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at or from your Financial Advisor. NMLS#1512488