Retirement Plan Advisor Lisa A. Gibson, CRPS Joins the Retirement Advisor Council

Issued by: Retirement Advisor Council

Date: Apr. 15, 2016

Ms. Gibson is a First Vice President, Financial Advisor and Corporate Retirement Director at Morgan Stanley in Houston, Texas. She and her son, Tom Ford, Associate Vice President, Financial Advisor, run a family-centric team that offers full service advisory solutions, including financial planning, investment management and pension planning. Among their 15 plans with $450 million in assets and greater than 10,000 participants are companies that represent manufacturing, retail and distribution clients /1/.  

Ms. Gibson was nominated for a seat on the Council in November 2015. The Nomination Committee recommended her application for Council membership after a comprehensive review process that took multiple factors into consideration including her knowledge of business sustainability and her dedication and commitment to quality client experiences. The Executive Board of the Council approved Ms. Gibson’s nomination in January 2016.

“The Council offers us a great opportunity to get to know and work with like-minded professionals who are among the most respected in the industry. We are looking forward to many thought-provoking conversations in 2016” said Ms. Gibson.

The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.  To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions and practice management.  

The Council accomplishes this mission by:

• Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
  
• Sharing professional standards with plan sponsors who are responsible for the success of their plans.
  
• Providing collective thought capital to decision makers, product providers, legislators and the public.
  
• Giving voice to the retirement plan advisor community.
  
• Offering tools to evaluate advisors to ensure the quality of services provided.

/1/  As of December 31, 2015

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 agreed to in writing by Morgan Stanley. 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.

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