Samir Parikh

Background

About Samir Parikh

Samir Parikh has provided financial advice to clients and their families for more than 20 years and has been with Morgan Stanley (and its predecessor firms) since 1996. I believe that I can make a meaningful difference in the lives of my clients and their family by helping them work towards meeting their financial goals through the execution of a client-centric wealth management process. Areas of focus include: Financial Planning, Retirement Planning, Educational Planning, Estate and Trust Planning Strategies, Business Succession Planning, Wealth Management, Risk Management, Cash and Asset Management, Alternative Investment, Lending Solutions, Insurance, Stock Options. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third‐party corporate trustee. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Morgan Stanley Smith Barney LLC 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. Please visit us at or consult with your Financial Advisor to understand these differences. 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. 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. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. NMLS#: 2218240