DAC Planning Competitors

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in 42 countries, our employees serve clients worldwide—including corporations, governments, institutions, and individuals. As an Integrated Firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture rooted in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable us to provide trusted advice, operate with resilience across market cycles, and deliver long-term value for our clients and shareholders. All interactions on/with this account are subject to the Social Media Important Information https://www.morganstanley.com/disclosures/social-media-important-information which includes Morgan Stanley’s Privacy Pledge and relevant disclaimers/disclosures. By interacting with this account, you consent to the retention and monitoring of your interactions.

Moss Adams is now Baker Tilly, a leading advisory, tax, and assurance firm serving the middle market. For the latest insights, career opportunities, and firm updates, follow Baker Tilly’s LinkedIn page. Together, we bring a shared legacy and commitment to helping our clients embrace what’s next. With more than 11,000 professionals across 90+ locations nationwide, Baker Tilly delivers deep industry insight, bold thinking, and holistic solutions tailored to clients’ evolving needs. At Baker Tilly, we unlock the power of possibility for businesses ready to move forward. Learn more at www.bakertilly.com.

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html