Jennifer Feeney
Portfolio Associate
Phone:
(303) 545-1806(303) 545-1806
Dylan Cleary, CFP®
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®
Direct:
(303) 595-2160(303) 595-2160
My Mission Statement
While you're taking care of your company's future, we're taking care of yours.
My Story and Services
Dylan Cleary and the Foothills Group help clients develop and define specific lifestyle goals and objectives. Coupled with Morgan Stanley’s technology, Dylan will analyze those goals to help create a customized strategy to achieve financial freedom in retirement. He engages clients in a comprehensive wealth management process, creating a constructive framework for the integration of financial planning, corporate benefits, and investment advice. Dylan holds a CERTIFIED FINANCIAL PLANNER™ designation and graduated from the University of Denver. In his free time, Dylan loves to travel and maintains an active lifestyle skiing, biking and doing CrossFit.
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
- Wealth ManagementFootnote1
- Financial PlanningFootnote2
- Retirement PlanningFootnote3
- Estate Planning StrategiesFootnote4
- Trust ServicesFootnote5
- Stock Plan ServicesFootnote6
- Life InsuranceFootnote7
- Long-term Care InsuranceFootnote8
- Cash Management and Lending ProductsFootnote9
- Alternative InvestmentsFootnote10
Securities Agent: TX, AZ, SD, OK, NH, MT, KY, KS, AL, MI, CA, WA, VT, MD, NJ, ND, IA, WY, TN, NY, NV, NM, WI, OR, OH, NC, MO, IN, UT, SC, LA, VA, IL, GA, CO, MN, MA, DC, PA, NE, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2502058
NMLS#: 2502058
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
FROM WORKPLACE TO RETIREMENT
A comprehensive financial plan is integral to helping achieve your retirement goals, and the initial consultation to create your plan is arguably one of the most important steps in the planning process because it forms the foundation on which so many other decisions are made.
Dylan Cleary will work closely with you to make the most of this first step. He takes the time to understand your needs and concerns through a collaborative discovery process. Moreover, because of his experience as a CFP, he is able to identify needs that often get overlooked in the planning process.
During this discovery process, Dylan lists your main sources of income, obligations and assets. Next, he identifies your goals. For example, do you plan to downsize or move to another town or city? What are your family’s needs? What type of lifestyle do you have in mind? Do you plan to travel? What estate planning concerns must we take into consideration? Once Dylan has all this information, he leverages Morgan Stanley’s global resources and vast research capabilities to create a plan tailored specifically for you.
Morgan Stanley is one of the world’s most respected financial institutions, having helped literally thousands of investors like you achieve their myriad financial goals. Dylan utilizes many different types of investment vehicles for your plan. His clients know their assets are well-diversified and prudently managed with the utmost care.
Corporate Executives
As a corporate executive, you have more intricate needs than most individuals because of the many benefits made available to you through your employer, such as employee stock options, deferred compensation, etc. This is especially true when planning for retirement. Dylan has comprehensive wealth management process that addresses those needs, as well as some you may have yet to consider. His process creates a constructive framework for the integration of financial planning, retirement planning, corporate benefits and investment advice. Additionally, he has extensive knowledge about concentrated stock positions, hedging and monetization, estate and retirement planning strategies, as well as lending and insurance.
Dylan at Morgan Stanley can help you make a successful transition from your work life to a fulfilling and comfortable retirement
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Dylan Cleary will work closely with you to make the most of this first step. He takes the time to understand your needs and concerns through a collaborative discovery process. Moreover, because of his experience as a CFP, he is able to identify needs that often get overlooked in the planning process.
During this discovery process, Dylan lists your main sources of income, obligations and assets. Next, he identifies your goals. For example, do you plan to downsize or move to another town or city? What are your family’s needs? What type of lifestyle do you have in mind? Do you plan to travel? What estate planning concerns must we take into consideration? Once Dylan has all this information, he leverages Morgan Stanley’s global resources and vast research capabilities to create a plan tailored specifically for you.
Morgan Stanley is one of the world’s most respected financial institutions, having helped literally thousands of investors like you achieve their myriad financial goals. Dylan utilizes many different types of investment vehicles for your plan. His clients know their assets are well-diversified and prudently managed with the utmost care.
Corporate Executives
As a corporate executive, you have more intricate needs than most individuals because of the many benefits made available to you through your employer, such as employee stock options, deferred compensation, etc. This is especially true when planning for retirement. Dylan has comprehensive wealth management process that addresses those needs, as well as some you may have yet to consider. His process creates a constructive framework for the integration of financial planning, retirement planning, corporate benefits and investment advice. Additionally, he has extensive knowledge about concentrated stock positions, hedging and monetization, estate and retirement planning strategies, as well as lending and insurance.
Dylan at Morgan Stanley can help you make a successful transition from your work life to a fulfilling and comfortable retirement
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Forbes BEST-IN-STATE WEALTH MANAGEMENT TEAMS for 2022-2025
2022 - 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2022 - 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Forbes Press ReleaseSource: Forbes.com (Awarded 2022 - 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
CFP® - Certified Financial Planner®
The Certified Financial Planner® designation is awarded to candidates who have demonstrated extensive knowledge in the areas of Education, Investment, Tax, Retirement, Estate and Insurance planning strategies. CFP® professionals must accrue several years of experience related to delivering financial planning services to clients and pass a comprehensive exam before calling themselves a CFP® Professional and are held to strict ethical standards to ensure financial planning recommendations are in the best interest of their clients.
Pacesetter's Club at Morgan Stanley Wealth Management 2025
Named to Pacesetter's Club at Morgan Stanley Wealth Management 2025.
This accolade recognizes consistent excellence in providing a wide range of investment products and wealth management services to clients. In addition to demonstrating leadership through best practices of wealth management, Morgan Stanley's recognition programs acknowledge the highest professional standards and first class client service.
This accolade recognizes consistent excellence in providing a wide range of investment products and wealth management services to clients. In addition to demonstrating leadership through best practices of wealth management, Morgan Stanley's recognition programs acknowledge the highest professional standards and first class client service.
EVENTS
Every month, the Foothills Group and a guest speaker from other various prestigious financial firms host a monthly presentation on a variety of investment and financial planning topics. Below are some of our previous presentations hosted. Please reach out to Dylan at Dylan.Cleary@morganstanley.com for access to our next event!
Location
1550 Market St
Suite 600
Denver, CO 80202
US
Direct:
(303) 595-2160(303) 595-2160
1800 Broadway
Suite 120
Boulder, CO 80302
US
Meet My Team
Melissa A. Hatfield
Client Service Associate
Phone:
(303) 545-1803(303) 545-1803
Susan Mohacey
Senior Registered Client Service Associate
Phone:
(720) 562-6215(720) 562-6215
About Jennifer Feeney
With more than 20 years of experience in the financial services industry, Jennifer serves the comprehensive needs of clients by executing outstanding administrative support. She began her financial services career in 1996 and joined the Morgan Stanley family in 2013.
Jennifer operates the systems and processes that enable the Legacy Wealth Management team to provide timely and efficient operational support.
Jennifer operates the systems and processes that enable the Legacy Wealth Management team to provide timely and efficient operational support.
About Melissa A. Hatfield
Melissa joined the Foothills Group at Morgan Stanley in 2025, bringing with her over 25 years of professional experience in executive recruiting across private equity, venture capital-backed, and Fortune 500 companies.
Before her tenure at Morgan Stanley, Melissa served as a Managing Partner with Randall Partners, a Private Equity focused Executive Search firm. Previous to roles in Executive Search, Melissa was a Managing Director at JPMorgan where she led recruitment teams and strategies for J.P. Morgan Private Bank and the Commercial Bank for more than a decade.
A proud Illinois native and long-time Chicago resident, Melissa graduated with High Distinction from the University of Illinois at Urbana-Champaign. Currently, Melissa resides in Boulder, CO, with her husband Todd and their daughter Simone. Melissa is an Advisory Board member of the Ted Rhodes Foundation.
Before her tenure at Morgan Stanley, Melissa served as a Managing Partner with Randall Partners, a Private Equity focused Executive Search firm. Previous to roles in Executive Search, Melissa was a Managing Director at JPMorgan where she led recruitment teams and strategies for J.P. Morgan Private Bank and the Commercial Bank for more than a decade.
A proud Illinois native and long-time Chicago resident, Melissa graduated with High Distinction from the University of Illinois at Urbana-Champaign. Currently, Melissa resides in Boulder, CO, with her husband Todd and their daughter Simone. Melissa is an Advisory Board member of the Ted Rhodes Foundation.
About Susan Mohacey
Susan has over 24 years of experience in the financial services industry. She joined Morgan Stanley in 2017 after serving as an investment officer at The Haverford Trust Company. Susan's role in the Foothills Group at Morgan Stanley is centered on client needs, account support and operational management. Susan holds her Series 7 and 66 licenses.
Before her tenure in finance, Susan successfully managed her own medical transcription business for 15 years. She earned a Bachelor of Science in Marketing from Philadelphia University. Outside of her professional life, Susan enjoys traveling, gardening, and quality time with her family. She resides in Erie, CO, with her husband Paul and their children.
Before her tenure in finance, Susan successfully managed her own medical transcription business for 15 years. She earned a Bachelor of Science in Marketing from Philadelphia University. Outside of her professional life, Susan enjoys traveling, gardening, and quality time with her family. She resides in Erie, CO, with her husband Paul and their children.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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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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
Article Image
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Dylan Cleary today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
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.
4Morgan 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.
5Morgan 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.
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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan 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
10Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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.
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.
4Morgan 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.
5Morgan 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.
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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan 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
10Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
