Sarah G. Montoya, CIMA®, QPFC | Corporate Retirement Director & Institutional Consultant

Morgan Stanley | Graystone Consulting|
SARAH.MONTOYA@MORGANSTANLEY.COM | (760) 602-3526

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Connect: Contact Sarah at Sarah.Montoya@MorganStanley.com or at (760) 602-3526 or visit her website below!


MEMBER SINCE MARCH 2018


Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.