Greg LeClair, CIMA®
Managing Director, Wealth Management, Financial Advisor, Portfolio Management Director, Senior Investment Management Consultant
Phone:
(206) 344-2474(206) 344-2474
Greg LeClair, CIMA®
Managing Director, Wealth Management,
Financial Advisor,
Portfolio Management Director,
Senior Investment Management Consultant
Direct:
(206) 344-2474(206) 344-2474
Toll-Free:
(800) 426-7837(800) 426-7837
My Mission Statement
Helping accomplished families and not-for-profit organizations make sound choices about their money for over 35 years.
The future is even better than you think.
The future is even better than you think.
The Portage Bay Group
Experience tells us that most investment success comes from proactive planning and the disciplined execution of those plans. Often, falling short of investment goals can be a result of constantly reacting to the ever-changing news headlines. For over 35 years, we have been helping people make sound choices about their money by simplifying a complex subject. Successful investors recognize the markets as an incredibly powerful ally, not an adversary. Faith in the future, plus patience and discipline to see beyond troubling news headlines, are prerequisites for seeking consistent successful investor outcomes. With us, you can be:
- Confident you are working with experienced professionals.
- Assured your best interests come first.
- Optimistic about your prospects for potentially reaching your long-term goals.
- Poised about your financial future even with the organic (and necessary) ups and downs of the markets.
- Empowered by understanding how your investment behavior can be one of the keys to your investment success.
Services Include
- Asset Management
- Business PlanningFootnote1
- Business Succession PlanningFootnote2
- Cash Management and Lending ProductsFootnote3
- Financial PlanningFootnote4
- 401(k) Rollovers
- Institutional ServicesFootnote5
- Retirement PlanningFootnote6
- Taft-Hartley Plans
- Trust AccountsFootnote7
- Wealth Consulting
- Wealth ManagementFootnote8
Securities Agent: OR, NE, ND, MT, MI, KY, MA, CA, PA, IN, IA, AR, OH, NV, NC, MN, ME, DC, WY, TX, CO, OK, NM, NJ, LA, FL, CT, NY, NH, KS, IL, GA, AZ, RI, MD, HI, DE, AL, WI, TN, SD, MO, ID, AK, WA, VA, UT, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1310741
NMLS#: 1310741
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
MATERIALS TO HELP OUR CLIENTS
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
Read the Latest Report
Morgan Stanley Online
Morgan Stanley Online (MSO) acts as a hub that allows you to view your investments and manage your everyday finances.
Learn More About Morgan Stanley Online
Total Wealth View
The ability to view all of your assets and liabilities together, whether held at Morgan Stanley or elsewhere, enables us to advise with your entire financial picture in mind.
Learn More About Total Wealth View
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen to the Latest Episode
Portfolio Risk Platform – Powered by Aladdin
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Learn More About Portfolio Risk Platform
GPS: Goal Planning System
Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether you are “On Track” to achieving your financial goals.
Learn More HereMedia and Research
Here at Morgan Stanley, we strive to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers in giving our clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
How Generative AI Could Reshape Work
Generative AI will likely affect a wide range of professions and create new occupations. Morgan Stanley economists break down the revolutionary technology’s near-term impacts on labor and the economy.
Learn More HereRamping Up Investment in Nature
Nature generates trillions of dollars in economic value, and its degradation puts ecosystems and economies at risk. Governments, companies and investors are working to ramp up investments that protect nature.
Learn More HereMeet the Team
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. The strategies and/or investments discussed in this material may not be appropriate for all investors. Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
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 matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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
Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC.
Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 4571074 03/2022
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
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 matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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
Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC.
Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 4571074 03/2022
Modern Wealth Tools
The Portage Bay Group offers a number of online and digital tools that are designed to enhance every aspect of your modern wealth management experience. If you would like to learn more about these tools, visit the links below each tool.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Morgan Stanley Online Login
Click the link below to login to your Morgan Stanley Online account.
MSO Login
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn More
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit our Security Center
eServices
Send/receive wire transfers, review your monthly statements and safely store your important documents with our suite of eServices. With eDelivery, eAuthorization, eSign and our Digital Vault you can avoid the hassle of paper and monitor your accounts from your MSO account and the MSO mobile app.
Learn More and Enroll
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started TodayLocation
601 Union Street
Suite 5200
Seattle, WA 98101
US
Direct:
(206) 344-2474(206) 344-2474
Toll-Free:
(800) 426-7837(800) 426-7837
Fax:
(206) 628-4425(206) 628-4425
Meet My Team
Regan M. Mueller
Managing Director, Wealth Management, Financial Advisor, Family Wealth Director, Financial Planning Specialist, Senior Portfolio Management Director, Lending Specialist
Phone:
(206) 344-2449(206) 344-2449
Karlie LeClair
Financial Advisor, Financial Planning Specialist
Phone:
(206) 628-4881(206) 628-4881
David D. Powell
Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director, Senior Portfolio Management Director
Phone:
(206) 344-3522(206) 344-3522
Lanette Cottnair, CFP®
Financial Advisor, Financial Planning Specialist
Phone:
(206) 343-2920(206) 343-2920
Maryana Petrov
Portfolio Associate
Phone:
(206) 344-2475(206) 344-2475
Maddie Fletcher
Registered Client Service Associate
Phone:
(206) 343-2942(206) 343-2942
Mark S. Madlangbayan
Client Service Associate
Phone:
(206) 343-2785(206) 343-2785
About Greg LeClair, CIMA®
Securities Agent: OR, NE, ND, MT, MI, KY, MA, CA, PA, IN, IA, AR, OH, NV, NC, MN, ME, DC, WY, TX, CO, OK, NM, NJ, LA, FL, CT, NY, NH, KS, IL, GA, AZ, RI, MD, HI, DE, AL, WI, TN, SD, MO, ID, AK, WA, VA, UT, SC; General Securities Representative; Investment Advisor Representative
About Regan M. Mueller
Securities Agent: OK, KY, MS, VT, WI, PA, NJ, MA, HI, GA, AZ, NH, NC, MN, IL, NY, LA, ID, FL, CA, AL, TN, SD, SC, CO, AK, VA, UT, IN, WA, TX, RI, OR, OH, ND, MI, IA, DC, WY, KS, DE, AR, NV, MT, MO, CT, NM, NE, ME, MD; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Karlie LeClair
Securities Agent: KS, AR, GA, SD, RI, OH, MO, IN, HI, AL, TX, MN, DE, CO, VA, TN, NV, ND, ME, UT, SC, NJ, NH, MT, DC, NE, WA, NC, KY, IA, CT, CA, OR, MI, AZ, AK, VT, MS, WY, NY, MD, MA, IL, FL, WI, PA, OK, NM, LA, ID; General Securities Representative; Investment Advisor Representative
About David D. Powell
Securities Agent: NJ, MO, ID, DC, CT, AZ, OH, NY, MI, UT, MN, MA, AR, MS, VT, VA, NE, MD, HI, WY, PA, KY, IA, CO, CA, OK, MT, FL, WI, NV, NC, LA, GA, WA, TX, SD, NM, IN, IL, DE, TN, SC, RI, OR, NH, ME, KS, AL, AK, ND; General Securities Representative; Investment Advisor Representative
About Lanette Cottnair, CFP®
Securities Agent: MA, AR, RI, NJ, KY, IA, AL, NM, NE, ND, MN, DC, WY, VA, PA, OK, OH, NC, KS, TX, SD, OR, HI, MI, MD, IN, AK, UT, SC, AZ, MT, GA, DE, CT, VT, MS, WA, NY, NV, NH, IL, ID, FL, CO, WI, TN, MO, ME, LA, CA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Wealth Management
From My Desk
Wealth Management Consultative Process
Wealth Management
Global Investment Office
Portfolio Insights
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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Ready to start a conversation? Contact Greg LeClair today.
1Morgan 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.
2Morgan 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.
3Morgan 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
4Morgan 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.
5Morgan 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.
6When 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.
7Morgan 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.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan 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.
3Morgan 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
4Morgan 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.
5Morgan 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.
6When 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.
7Morgan 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.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
