Brett Cohen
Senior Vice President, Financial Advisor, Senior Investment Management Specialist
Phone:
(305) 671-2020(305) 671-2020
Brett Cohen
Senior Vice President,
Financial Advisor,
Senior Investment Management Specialist,
Alternative Investments Director
Direct:
(305) 671-2020(305) 671-2020
Toll-Free:
(877) 403-7066(877) 403-7066
My Mission Statement
Excellence in helping clients like you with your personalized investment and financial strategies
ABOUT ME
A defining theme throughout my career has been a genuine desire to help successful individuals and families simplify their financial lives, so they can spend more time enjoying the wealth they have worked so hard to achieve.
My team and I do this through the development of a tailored wealth management plan and investment portfolio, coupled with a commitment to ongoing education and outstanding service. We focus on what is most important to you and provide the skills, strategies and solutions needed to make confident decisions about your life, your family and your finances.
Our process utilizes a goals-based approach that integrates four critical elements when building your portfolio:
• Asset allocation
• Comprehensive manager analysis
• Portfolio management and construction
• Tax management services
From 2020-2023, I have been named to Morgan Stanley's Century Club for my excellence in providing a wide range of investment products and services to my clients. I am proud of this distinction as it honors my mission to help families achieve their goals now and across generations.
I am very fortunate to work at a firm that values the same attributes I do: integrity, hard work and a constant drive for excellence. I bring these same qualities to my life outside of the office. I am an active member of my synagogue and enjoy organizing events for the Chabad House in Miami Beach. I am also avid golfer and enjoy a variety of fitness activities.
My Career
Senior Vice President | Senior Investment Management Specialist | Financial Advisor
Morgan Stanley Wealth Management
November 2000 – Present
Vice President - Investments
Prudential Securities
June 1989 – November 2000
University of Florida
B.S.B.A., Finance
1984 - 1989
A Personal Note
Growing up in Miami, I was always drawn to the world of finance. My father was a successful advisor for over four decades and inspired me to pursue a career that combined my fascination for the markets with my sincere desire to help others and make a meaningful difference in their lives.
After earning my degree at the University of Florida, I became a Financial Advisor at Prudential Securities (now Wells Fargo) and served as an Assistant Branch Manager for two years. In 2000, I joined the Morgan Stanley family. Today – 20 years later – I am honored to work with an exceptional group of clients, connecting people of all backgrounds to the financial world.
Securities Agent: VA, PA, NC, GA, MI, IL, SC, CA, WA, NY, NV, FL, AL, TX, DC, NJ, MD, NM, HI, AZ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1629997
NMLS#: 1629997
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Step 1: Define Goals & Investment Objectives
Our process starts with an Exploratory Meeting with you to develop a better understanding of your unique financial situation. We will define specific investment goals and objectives that we will work towards. Furthermore, we take this time to learn about your investment philosophy and how we can implement it to a sound strategy.
Step 2: In-Depth Understanding of Client Risk Profile
During this discovery period, we allocate time to explore your current financial status. Here, we identify any challenges you are currently facing, and the obstacles that are inhibiting you from overcoming them. We analyze your investment assets, tax status, risk tolerance, return objectives, liquidity needs, investment time horizon, and estate planning concerns, all while gathering the appropriate documents whenever necessary.
Step 3: Develop Asset Allocation
Using a suite of tools, we can form the basis for creating your personal investment strategy. This entails developing a personalized asset allocation mix that reflects risk, opportunities, and taxation across multiple entities. We value transparency, which is why we will present the strategy and timeline to you prior to any implementation.
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. 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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. 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Step 4: Implement Strategies with a High Level of Client Contact
After comprehensive due diligence and extensive analysis, we implement your strategy, while keeping close contact with you concerning its performance.
Step 5: Review/Adjust Asset Allocation
We review the performance of your strategy, seeking any adjustments to asset allocations for further optimization. Before adjustments are made, we can analyze the impact of any taxes or trading costs on potential returns.
Step 6: Conduct Client Reviews
Coordinating with you and other members of your financial team, we conduct ongoing reviews and comprehensive reporting to help ensure that your strategy adapts to changing financial and family needs.
Modern Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn More
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn More
Digital Vault
The digital vault allows you to digitally store and conveniently access your critical documents for your account. These files are stored using encryption and can be easily shared with our team with just a few clicks.
Learn More
E-Sign
E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork. There is no registration process for you to begin using E-Sign - all you need is a valid email address and phone number.
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E-Delivery
E-Delivery allows you to securely save, print, send, and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
Learn More
E-Authorization
E-Authorizations allows you to approve transactions electronically and securely on Morgan Stanley Online and the Morgan Stanley Mobile App.
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MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn More
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Learn MoreFinding Value
Our goal is simple: to be the firm where the most talented, trusted advisors in the industry leverage cutting-edge technology and deliver customized wealth management solutions to their clients and their families to enable them to achieve their goals. Morgan Stanley and I strive to ensure our clients are served on market-leading technology platforms that are resilient, safe, efficient, smart, fast, and flexible. On this page, you will find multiple financial resources on risk management, wealth planning, retirement planning and alternative investments. Additionally, please find materials and firm perks specifically suited for ultra-high-net-worth and high-net-worth clients and families, namely Reserved Living & Giving: a program where clients with $1 million+ in assets and liabilities at Morgan Stanley are eligible to enroll and gain access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics.
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income. From simplified vehicles available more broadly to institutional strategies, the platform supports a goals-based approach for asset allocation tailored to investor needs.
Morgan Stanley Alternative Investments
Reserved Living
Exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment, and more.
Browse the Latest Offers
Financial Planning Resources
Your financial goals and priorities will likely shift with time. To help prepare for the road ahead, ask yourself what matters to you and your family long term. Here’s how you can get started
Learn More Here
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Portfolio Insights
Cybersecurity Resources
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More
Sustainability at Morgan Stanley
Stay up to date with the latest publications from Morgan Stanley on sustainable investing. Our sustainability strategy is focused on helping clients achieve their sustainability-related ambitions by providing advice, products and solutions.
Learn MoreLocation
220 Alhambra Circle 10th
Fl
Coral Gables, FL 33134
US
Direct:
(305) 671-2020(305) 671-2020
Toll-Free:
(877) 403-7066(877) 403-7066
Fax:
(305) 670-6150(305) 670-6150
Meet My Team
Antonio Garcia
Registered Client Service Associate
Phone:
(305) 460-7917(305) 460-7917
About Brett Cohen
Brett brings a lifetime of experience to his role as a wealth management professional. A seasoned advisor for more than 30 years, Brett is dedicated to helping professionals, families and business leaders solve their financial challenges and achieve their goals. His results-driven approach includes the development of a tailored wealth management plan and investment portfolio, coupled with a commitment to ongoing education and outstanding service. Brett enjoys helping clients simplify their financial lives so they may enjoy the wealth they have created and leave the legacy they desire.
Growing up in Miami, Brett was always been drawn to the world of finance. His father, a successful advisor for over four decades, inspired Brett to pursue a career that combined his fascination for the markets with his inherent desire to help others and make a meaningful difference in their lives. After earning his degree at the University of Florida where he majored in Finance, Brett became a Financial Advisor at Prudential Securities (now Wells Fargo) and served as an Assistant Branch Manager for two years. In 2000, he had the opportunity to join the Morgan Stanley family. He has been an invaluable member of the firm ever since.
Brett enjoys working with like-minded clients who value and appreciate the premium level of service he and his colleagues deliver. His disciplined process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a comprehensive plan and investment portfolio that reflects each client’s goals for the future. Brett receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to their families. From 2020-2023, he has been named to Morgan Stanley’s Century Club for his excellence in providing a wide range of investment products and services to his clients.
Brett believes balance is vital to a happy life. Outside of the office, he is an active member of his synagogue and enjoys organizing events for the Chabad House in Miami Beach. He is also a strong supporter of Israeli causes and makes a special effort to visit Israel every year. Favorite leisure activities include golf and various fitness activities.
Growing up in Miami, Brett was always been drawn to the world of finance. His father, a successful advisor for over four decades, inspired Brett to pursue a career that combined his fascination for the markets with his inherent desire to help others and make a meaningful difference in their lives. After earning his degree at the University of Florida where he majored in Finance, Brett became a Financial Advisor at Prudential Securities (now Wells Fargo) and served as an Assistant Branch Manager for two years. In 2000, he had the opportunity to join the Morgan Stanley family. He has been an invaluable member of the firm ever since.
Brett enjoys working with like-minded clients who value and appreciate the premium level of service he and his colleagues deliver. His disciplined process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a comprehensive plan and investment portfolio that reflects each client’s goals for the future. Brett receives great satisfaction knowing he is making a significant impact on the quality of his clients’ lives and often becomes one of the most important relationships to their families. From 2020-2023, he has been named to Morgan Stanley’s Century Club for his excellence in providing a wide range of investment products and services to his clients.
Brett believes balance is vital to a happy life. Outside of the office, he is an active member of his synagogue and enjoys organizing events for the Chabad House in Miami Beach. He is also a strong supporter of Israeli causes and makes a special effort to visit Israel every year. Favorite leisure activities include golf and various fitness activities.
Securities Agent: VA, PA, NC, GA, MI, IL, SC, CA, WA, NY, NV, FL, AL, TX, DC, NJ, MD, NM, HI, AZ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Frank Rivera
Private Banker
About Frank Rivera
Frank Rivera is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Frank began his career in financial services in 2001 and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Mortgage Consultant at PHH Mortgage.
Frank lives in South Florida. Outside of the office, he dedicates his time to giving back to the community by actively participating in philanthropic initiatives. In his personal time, Frank enjoys wine tasting, gastronomy and traveling.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Frank began his career in financial services in 2001 and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Mortgage Consultant at PHH Mortgage.
Frank lives in South Florida. Outside of the office, he dedicates his time to giving back to the community by actively participating in philanthropic initiatives. In his personal time, Frank enjoys wine tasting, gastronomy and traveling.
NMLS#: 223230
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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
Rational Investing in an Age of Uncertainty
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Ready to start a conversation? Contact Brett Cohen today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4When 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4When 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
