Randal C Boggs, CFP®
Senior Vice President, Financial Advisor
Phone:
(210) 366-6611(210) 366-6611
Boggs Harrison Group at Morgan Stanley
Direct:
(210) 366-6611(210) 366-6611
Toll-Free:
(800) 733-3041(800) 733-3041
Our Mission Statement
Helping our clients define and achieve their goals by providing holistic financial planning, tactical investment strategies, and solutions tailored to fit their needs.
Our Story
Boggs Harrison Group at Morgan Stanley is a team of financial advisors and CFP® professionals based in San Antonio, Texas. We serve a select number of individuals, families, charitable foundations, and business clients here in Texas and throughout the United States.
With a thirst for knowledge on the markets and world economics, Randal Boggs, CFP® started this practice in 1985. After a decade of growth, he invited close friend and family member Russell Harrison, CFP® to join him. Boggs Harrison Group has since grown to five members in total. As a team, we provide our clients and their families with concierge service, comprehensive planning, and tailored advice.
With a passion for service and more than 50 years of collective experience behind us, we help our clients navigate the ever-changing landscape of market conditions with a sense of confidence and assurance.
With a thirst for knowledge on the markets and world economics, Randal Boggs, CFP® started this practice in 1985. After a decade of growth, he invited close friend and family member Russell Harrison, CFP® to join him. Boggs Harrison Group has since grown to five members in total. As a team, we provide our clients and their families with concierge service, comprehensive planning, and tailored advice.
With a passion for service and more than 50 years of collective experience behind us, we help our clients navigate the ever-changing landscape of market conditions with a sense of confidence and assurance.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
BHG Advantage
At Boggs Harrison Group, we are committed to these core values. They serve as the pillars on which our practice is built and as a result, we are able to build lasting relationships with clients and their families who share these same principles. Above all, our goal for every client relationship is to instill a sense of confidence, comfort, and assurance in working with us.
Integrity, Trust & Professionalism
We build longstanding relationships, based on a commitment to these core values. We work with a select group of clients who value our depth of knowledge and experience in providing comprehensive solutions that go well beyond investments. The bonds we form with our clients are fundamental to our mission, and it is our intent that they span generations.
Experience Matters
Our practice is built on 50+ years of collective industry experience. Both Randy Boggs and Russell Harrison are designated CFP® professionals. The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Personalized Service & Tailored Guidance
Successful wealth management begins and ends with personalized service. We recognize every client is different. We understand some clients seek a more “hands on” approach, while others want to understand the basics. We are committed to a client first experience and will deliver a tailored service model that aligns with you and your lifestyle.
Team Approach
The diversity of our backgrounds enables us to deliver fresh ideas for today’s complex world. We utilize extensive analytical resources to research, evaluate and recommend appropriate strategies to address your particular goals. Our priority is to be your first call for any financial matter.
Knowledge Is Power
Financial education is a vital element of our practice and helps ensure continuity as wealth moves from one generation to the next. We believe it is our responsibility to assist you and family members as they face important financial challenges. We provide access to important resources and are here to answer critical questions that may impact the long-term wealth of your extended family.
Global Industry Leadership
We are proud to be part of Morgan Stanley and it’s 85 years of rich heritage. The Firm was founded on the principles of objectivity, transparency, and accountability. Through Morgan Stanley our team has global reach, financial resources, intellectual capital, and technology platforms which allow us to provide a comprehensive wealth management service for our clients.
Our Financial Planning Process
As a team led by CFP ® professionals, holistic financial planning is the backbone of our practice. We recognize that financial goals are personal and unique to you – and your financial plan should be too. Our integrated platform ties goals to implementation, leveraging the full suite of Morgan Stanley capabilities. Through Total Wealth View, we are able to view your full financial picture, so that each plan considers all aspects of your financial life. As life changes, so do your goals. Our financial plans are designed to be flexible, trackable, and tailored to meet your needs.
Information related to your external accounts is provided for informational purposes only. It is provided by third parties, including the financial institutions where your external accounts are held. Morgan Stanley does not verify that the information is accurate and makes no representation or warranty as to its accuracy, timeliness or completeness. Financial Advisors may not provide advice on any external account. Additional information about the features and services offered through Total Wealth View are available on the Total Wealth View site on Morgan Stanley Online and also in the Total Wealth View Terms and Conditions of Use .
Information related to your external accounts is provided for informational purposes only. It is provided by third parties, including the financial institutions where your external accounts are held. Morgan Stanley does not verify that the information is accurate and makes no representation or warranty as to its accuracy, timeliness or completeness. Financial Advisors may not provide advice on any external account. Additional information about the features and services offered through Total Wealth View are available on the Total Wealth View site on Morgan Stanley Online and also in the Total Wealth View Terms and Conditions of Use .
Goal Planning System (GPS)
At Morgan Stanley, Goals-Based Wealth Management means that we aim to understand what is important to you and work together to map out a plan that can help you achieve your financial goals.
Click Here to Learn MoreInsights & Resources
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online today
Total Wealth View
With total wealth view, you can view all your investments together - whether they are held at Morgan Stanley or elsewhere. When you add your external 401(k) as well as your checking, savings, and brokerage accounts to this portal, all your assets will be in one place, providing a comprehensive view of your wealth.
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Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get started today
Cybersecurity
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
Click Here to Learn More
2023 Market Outlook
Morgan Stanley's 2023 Market Outlook piece. Inflation peaks, growth slows, check out this piece for some data and thoughts of 2023.
Click Here to Read
Thoughts on The Market Podcast
Perspectives on the forces shaping the market. Check out the latest episode "Is the worst of this earnings cycle still ahead?"
Click Here to Listen
Risk Mitigation
PRP-Powered by Aladdin, is a risk management tool that provides comprehensive risk estimates and reports across a diverse set of security types and asset classes. The PRP provides a holistic view to aid in effective risk management and monitoring.
Click Here to Learn More
Tax Optimization
Taxes can be a substantial drag on investment returns. Morgan Stanley offers access to a broad range of tax-efficient strategies to help you integrate tax planning into you investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Click Here to Learn MoreUpcoming Firm Events
We hope you will join us for this upcoming event.
The Rise of the Humanoid Economy
DATE: June 30, 2025 at 12 p.m. ETThe Rise of the Humanoid Economy
AI is rapidly expanding its presence and the lines between mobile devices and robots are becoming more blurred. As AI gains physical abilities, how will industries and markets be transformed?
Join Wealth Management's Global Head of Thematic & Macro Investing Ellen Zentner for a fireside chat with Morgan Stanley's Head of Global Autos and Shared Mobility Research Adam Jonas for a conversation on the rapid transition of artificial intelligence into the physical world. This conversation will cover
- What is a humanoid robot and why is embodied AI rapidly advancing
- How the intersection of AI and the physical economy will change the way the world does business
- Which sectors and industries stand to benefit from this investment trend
- What this transformation means for investors and key portfolio considerations
Register now.
4582458
Online
Location
7600 Broadway
Ste 100
San Antonio, TX 78209
US
Direct:
(210) 366-6611(210) 366-6611
Toll-Free:
(800) 733-3041(800) 733-3041
Meet Boggs Harrison Group
Russell N Harrison, CFP®
Senior Vice President, Financial Advisor
Phone:
(210) 366-6612(210) 366-6612
Marshall Harrison
Financial Advisor, Financial Planning Specialist
Phone:
(210) 366-6669(210) 366-6669
Miguel Salazar
Registered Client Service Associate
Phone:
(210) 366-6613(210) 366-6613
Judith Barrientes
Client Service Associate
Phone:
(210) 301-3207(210) 301-3207
About Randal C Boggs
Randy began his career with Morgan Stanley in 1985, one of the youngest Financial Advisors in the firm at that time. 37 years later, he has enjoyed the bull markets and weathered the storms of the bears. Randy received his Certified Financial Planner® designation in 2001. He and his wife Debbie have been married for 42 years. They love RVing with their 5 grandkids. They attend Alamo Heights United Methodist Church. Debbie is the owner of BY Design Home Staging/Staging Studio. Randy volunteers with the refugee community and guides on frequent trips to visit orphanages and refugee centers in Piedras Negras, Coahuila Mexico.
Securities Agent: HI, CO, TX, SC, IA, NJ, FL, WA, AR, NM, MD, GA, VA, OR, MO, NY, CA, NC, KS; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1255308
NMLS#: 1255308
About Russell N Harrison
Russell Harrison joined Randy Boggs at Morgan Stanley in July 1995. He received his Certified Financial Planner® designation in 2001. He and his wife Gina have been married for over 38 years. They have 3 grown children and 5 grandchildren. Russell is a member of Oak Hills Church.
Securities Agent: MD, OR, IA, CO, VA, MO, HI, AR, NY, NC, GA, NJ, KS, FL, CA, TX, SC, NM; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255703
NMLS#: 1255703
About Marshall Harrison
Marshall Harrison graduated from Texas A&M University in 2017. Marshall holds his Series 7 and Series 66 Securities Licenses. Marshall and his wife Kennedi have been married for over 5 years and they have 1 child. In his free time, he enjoys anything sports related and spending time with his family and friends.
Securities Agent: CA, MO, KS, AR, TX, OR, NY, NJ, NC, IA, GA, HI, CO, FL, NM, SC, VA, MD, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 2566065
NMLS#: 2566065
About Miguel Salazar
Miguel Salazar has worked supporting clients in customer service based roles in various segments of the financial service industry for over a decade. In 2019, he joined Morgan Stanley running operations in our downtown office. Miguel holds his Series 7 and Series 66 Securities Licenses. He has been married for 15 years and has 2 children. In his free time Miguel enjoys working with his hands both in the shop and in the kitchen.
About Judith Barrientes
Born and raised in San Antonio, Judith, Barrientes is a proud graduate of the University of the Incarnate Word. With 42 years of experience in the financial services industry, she has dedicated the last 13 years serving clients at Morgan Stanley.
Outside of work Judy enjoys spending time with her daughter and cheering on her favorite sports teams.
Outside of work Judy enjoys spending time with her daughter and cheering on her favorite sports teams.
Contact Randal C Boggs
Contact Russell N Harrison
Contact Marshall Harrison
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Ready to start a conversation? Contact Boggs Harrison Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
