Jordan Hoerter
Private Banker
Chad Henry, CFP®
Senior Vice President,
Financial Advisor
Direct:
(630) 203-6112(630) 203-6112
My Mission Statement
Whatever your personal objectives may be, I will work together with you one-on-one to create a tailored financial strategy designed to help you work toward your long-term goals.
My Story and Services
The Foundation: A Legacy of Stewardship
Raised working on his family's multi-generational farm near Dixon, IL, Chad Henry learned early that a successful harvest requires disciplined labor and meticulous planning. From managing two newspaper routes at age nine to graduating Cum Laude from Western Illinois University in 1997, Chad has spent his life outworking the status quo. Today, those Midwestern values are the bedrock of his "Chief Planning Officer" approach for ultra-high-net-worth families.
The Architecture: Rules-Based Systems-Centered
In an industry often fueled by emotion, Chad operates as a Systems Consultant. While you cannot control market volatility, you must control your process.
- Advanced Academic Foundation: Chad completed Master's level coursework at DePaul University, establishing the technical foundation in Financial Planning that anchors his practice.
- Qualitative Precision: As a long-standing member of NAAIM and Nasdaq Dorsey Wright, Chad utilizes a rigorous, mathematics-based engine to drive objective decision-making methodology.
- The PnF Edge: His strategies utilize Point Figure (PnF) Analysis to identify true shifts in market supply and demand, and aims to align capital with the strongest sectors.
- Active Risk Management: Using objective trend indicators and predefined exit doors, Chad manages risk through data, not intuition.
The Standard: Championship Accountability:
Average firms rely on occasional reviews for feedback. A Championship Team operates differently—holding each other accountable and expecting excellence every day. This starts with Self-Accountability: the internal drive to perform at a peak level for our clients no matter who is watching.
Chad brings this coaching DNA from an 18-year football career into the boardroom. After serving eight seasons as a football and Strength Conditioning coach at Aurora Christian Schools (ACS), he concluded his coaching tenure in August 2025. Following eight years as the ACS Sports Boosters President, he stepped away in April 2026 to enter a new season: cheering on his son in college football and supporting his daughters' college adventures.
The Innovation: A Coach to the IndustryChad supports fellow Financial Advisors by providing training on advanced wealth planning strategies. He has served as a speaker and trainer at industry events, including AdvisorCon (BGM), Horsesmouth, and the Nasdaq Dorsey Wright Annual Catapult Conference.
The Heart: Family Service
A devoted family man, Chad has been blessed to be married to his beautiful bride, Mary Ann, since 1998, and is the proud father of Abigail, Leah, and Nathan. Beyond the home, he served eight years on the Executive Board for Cal's Angels (2015–2023). A dedicated follower of Chicago sports, Chad has cheered on the White Sox through every stadium name change—though he still occasionally slips and calls it Comiskey Park—and is an especially HUGE Chicago Bears fan.
In his spare time, Chad's hobbies include staying abreast of the latest dad jokes and annoying his kids and wife regularly. In all seriousness, he is a lifelong learner who enjoys woodworking, restoring old cars, and traveling with his family and friends.
Personal Conviction
A resident of the Western Chicago suburbs and devoted member of the Aurora Christian community, Chad's work is underpinned by his Christian faith and radical transparency. He synchronizes your strategy with your CPA and attorney to create one cohesive, high-performance team focused entirely on YOUR SUCCESS.
Securities Agent: TX, GA, SC, IL, AR, NV, MO, PA, CA, WI, MI, AZ; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WORKING WITH YOU
My clients are much more than a portfolio of assets – they are families with active lives, who seek an experienced advisor who will provide them with thorough, unbiased, and carefully considered guidance on a full range of financial topics. When you work with me, you will be treated with respect, care, confidentiality, and given an unwavering commitment to you and your family.
While my clients each have unique personal and professional circumstances, they all have one thing in common: achieving a financial goal to help secure their family's financial future and pursue their personal ambitions.
While my clients each have unique personal and professional circumstances, they all have one thing in common: achieving a financial goal to help secure their family's financial future and pursue their personal ambitions.
High Net Worth Individuals and Families
Understanding you, your family and your finances is my top priority. I understand that life can be complex and filled with important choices, and that safeguarding everything you’ve worked hard to build is essential. I can help create a personalized plan to meet your goals at every stage of your life.
Business Owners
I provide specialized guidance on the financial aspects of running a successful business on both sides of the balance sheet, including tax planning, employee benefits, succession planning, and more.
Retirees or Those Seeking Retirement
Some people look forward to retirement as their time to relax and enjoy the fruits of their decades-long career. Others worry about their ability to support their lifestyle given certain life challenges. Saving for retirement is a lifelong process that relies on defined financial planning strategies.
Professionals
Whether you are an attorney, doctor, or any other busy professional, I know that you value your time, and I want to help you manage it efficiently. By creating a roadmap to think through your life goals and paths, I'll help you avoid obstacles and potentially achieve your dreams more quickly. My goal is to help you enjoy some well-deserved downtime and pursue your passions, rather than worrying about managing finances.
PURSUING YOUR GOALS, TOGETHER
When you invest in your workforce, you empower it too. I can help deliver workplace financial solutions that can help employees build financial well-being.
Pre-Liquidity Planning
If your company is going through a liquidity event, some advance planning on your part may help you get the most out of your equity compensation.
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Executive Financial Services
As a successful corporate executive, you face unique challenges. Morgan Stanley offers services designed for executives like you, helping you make more informed choices and manage your wealth more effectively.
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Concentrated Stock & Options Analysis
Designed for executives who have significant wealth in stock and options of their company, the Concentrated Stock and Options Analysis illustrates various valuations of holdings as well as hypothetical diversification scenarios.
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Understanding Your Equity Awards
Equity awards are a recognition of your executives’ hard work. Let’s help put them to good use. Leveraging an innovative analysis platform, I can provide strategy and perspective to help your leaders maximize the impact of their equity.
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Succession Planning
Ownership of a business can represent years, sometimes decades of arduous work and commitment. Nevertheless, business owners are often unfamiliar with the complexities and preparation that go into a successful succession strategy. Whether you are contemplating an IPO, merger with another company, private sale via a Strategic Client Group or Investment Bank, or succession within the family I am here to help you develop and execute a successful exit strategy.
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Morgan Stanley at Work
Workplace financial solutions that help employees achieve their life goals. Our comprehensive offering spans Equity, Financial Wellness and Retirement solutions, plus Financial Empowerment, so your workforce can realize the full potential of their benefits.
Learn MoreINDIVIDUAL PLANS FOR INDIVIDUALS LIKE YOU
Your financial plan should include more than just your investment objectives. Rather, it should be tailored to address the personal life and legacy goals you've identified and prioritized.
Chad's planning process begins with you, your personal goals, your financial goals, and your investment objectives. It is holistic in its approach and encompasses all the key elements of your financial life as well as your cash management needs. Your curated wealth plan includes research and recommendations across a wide range of asset classes, themes, models, and investment managers to accomplish your objectives.
The CFP® Professional:
Chad Henry is certified by the CFP® Board. The CFP® designation shows that Chad has taken the extra step to demonstrate commitment and professionalism by voluntarily submitting to the rigorous CFP® certification process to better serve his clients.
The certification process includes demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the ability in helping clients achieve their goals. Chad's diverse skillsets can help you navigate the complicated financial factors in your life.
Our LifeView® PlatformUsing Morgan Stanley's LifeView® platform, Chad can create your personal roadmap to help achieve and protect your goals - a framework that makes the connection between your life goals and your financial resources and provides a baseline for future discussions.
Discover
Start with a conversation to gain a thorough understanding of your needs, lifestyle and family – and your goals for the future.
Advise
Chad works with you to develop portfolio strategies to help you achieve and protect the outcomes you envision.
Implement
Look across multiple accounts and products to help you implement solutions that are an appropriate fit for your strategy.
Track Progress
Chad helps you track your progress as well as spending and savings to help ensure you remain on track towards your goals.
EVERYTHING YOU NEED, ALL IN ONE PLACE
Morgan Stanley’s comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
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Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
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Family Office Resources
Morgan Stanley Family Office Resources provides specialized, technical expertise to select clients across a broad range of family wealth management issues. Our core capabilities span three complimentary areas of focus including Governance & Legacy, Wealth Strategies and Signature Access.
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Morgan Stanley Five Ideas Financial Newsletter
Incisive market insights, the latest macroeconomic trends, unparalleled expertise, have all of this delivered straight to your inbox weekly.
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GIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Learn MoreLocation
2211 York Rd
Ste 100
Oak Brook, IL 60523
US
Direct:
(630) 203-6112(630) 203-6112
10 West State St
Ste 204
Geneva, IL 60134
US
Direct:
(630) 262-2020(630) 262-2020
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
About Jordan Hoerter
Jordan Hoerter is a Private Banker serving Morgan Stanley Wealth Management offices in Illinois.
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.
Jordan began his career in financial services in 2010 and joined Morgan Stanley in 2019. Prior to joining the firm, he was Vice President, Private Banker at Associated Bank.
Jordan is a graduate of the University of Wisconsin Stevens Point where he received a Bachelor of Science in Business Administration and Marketing. He lives in Chicago, Illinois. Jordan donates his time with United Way, Emerging Leaders, Blessings in a Backpack and Junior Achievement. When not in the office, Jordan enjoys running, snowboarding, traveling, and spending time with his family.
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.
Jordan began his career in financial services in 2010 and joined Morgan Stanley in 2019. Prior to joining the firm, he was Vice President, Private Banker at Associated Bank.
Jordan is a graduate of the University of Wisconsin Stevens Point where he received a Bachelor of Science in Business Administration and Marketing. He lives in Chicago, Illinois. Jordan donates his time with United Way, Emerging Leaders, Blessings in a Backpack and Junior Achievement. When not in the office, Jordan enjoys running, snowboarding, traveling, and spending time with his family.
NMLS#: 1445073
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
Iran Conflict: Seven Takeaways for Investors
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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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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Chad Henry today.
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.
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.
2When 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.
3Morgan 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 legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan 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.
6Morgan 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 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
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.
2When 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.
3Morgan 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 legal matters.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Morgan 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.
6Morgan 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 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), 4763067 (9/2025)
