Morgan Stanley is proud to congratulate The Harmony Family Office
Named one of Forbes’ Best-In-State Wealth Management Teams Being named to the inaugural Forbes’ 2023 Best-In-State Wealth Management Teams list is a testament to your experience, focus, and dedication to your client’s financial future. Thank you for the work you do each day and for carrying forward the standard of excellence at our firm. The Harmony Family Office at Morgan Stanley Private Wealth Management 14805 N. Outer Forty Road, Suite 200 Chesterfield, MO 63017 314-889-4862
advisor.morganstanley.com/ the-harmony-family-office
Serving A Select Group of Wealthy Families in Missouri, California, Colorado, and Other Licensed States
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. Forbes Best-In-State Wealth Management Teams. Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22. For more information on award methodology and criteria, scan QR code . © 2023 Morgan Stanley Smith Barney LLC. Member SIPC. L-R: Keith Harrison, Registered Client Service Associate; Stephanie Wyper, Team Administrator; Valerie Warren, Group Director, Vice President; Rebecca Hance, CPM® , Portfolio Management Associate Director, Vice President; KathleenYoungerman,CFP®, CPM®, Private Wealth Advisor, Managing Director–Wealth Management; Chris Yount, CFP®, Wealth Management Analyst
CRC 5436256 02/23 REC009 CS 598826 _3111476 03/23
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