Morgan Stanley

Morgan Stanley Smith Barney Hosts Private Reception and Investment Symposium: Wealth Planning for LGBT Couples

Jan 18, 2011

San Diego, CA —


Morgan Stanley Smith Barney today announced that it will host a private reception and investment symposium on wealth planning for LGBT couples on Thursday, January 20, 2011 at the Hotel Solamar, San Diego.  The event is part of an ongoing series of similar wealth-planning programs being delivered by Morgan Stanley Smith Barney across the country.

"We're pleased to partner with the Equality California Institute to facilitate this discussion with the Williams Institute," said Michael Melton, Senior Vice President, Complex Manager, Morgan Stanley Smith Barney.  "Inclusion and diversity are fundamental to our role as a global leader and we are therefore pleased to help create a forum that highlights our wealth planning resources and allows us to deliver innovative solutions that address the financial needs of LGBT couples."

The event will feature findings of studies compiled by the Williams Institute on the challenges faced by LGBT individuals and their partners under current retirement and Federal Estate Tax laws.  The research will address homeownership rates, income and poverty levels and retirement assets.


  • Alan Wolberg,  Executive Director, Wealth Advisory Resources - Soundview Region, Morgan Stanley Smith Barney
  • Brad Sears, Executive Director The Williams Institute

Eric Harrison, Development Director, Equality California will deliver special remarks.

The event will take place on Thursday, January 20, 2011 at 6:00 p.m. at the Hotel Solamar - 435 Sixth Avenue, San Diego, CA.  Reservations are required for security access and limited seating is available.  Please R.S.V.P. to  For inquiries only, please contact Seong Kim at (619) 544-6506.

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Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisors do not provide tax or legal advice.  This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer.  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.

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