Lorry Rosado
Private Banker
Gregory Dries
Senior Vice President,
Wealth Advisor,
Portfolio Management Director
Direct:
(215) 572-4540(215) 572-4540
My Mission Statement
Helping you achieve your personal and financial goals through the development of a customized financial plan.
My Story and Services
Greg is a Senior Vice President, Senior Portfolio Manager, and Wealth Advisor with 30 years of experience at Morgan Stanley. His knowledge of the investment markets and solutions made him a strong proponent of Financial Wellness for his clients.
Greg’s love of investing and commitment to helping his clients reach their financial goals initially drew him to the industry and has kept him highly engaged to this day. His process begins with understanding the unique financial needs and goals for each client whether an individual, family, or extended family. The knowledge he attains helps him formulate an individualized Financial Plan that will function as a roadmap for achieving success as defined by his clients.
Being involved and giving back to his community is important to him. He has been on the Board of Big Brothers Big Sisters of Southeastern Pennsylvania and he is currently active with the Pennsylvania Society for the Prevention of Cruelty to Animals. In addition, he supports graduates of the University of Maryland, his alma mater.
Greg and his wife of 23 years, Nancy and their two children reside in Lower Gwynedd, PA. He enjoys tennis, skiing, hiking with his 3 dogs, and travelling with his family. Nancy owns and runs a travel agency. Additionally, she organizes all of the family’s travel. Both son Grant and daughter Kendall are studying at Penn State University.
Greg’s love of investing and commitment to helping his clients reach their financial goals initially drew him to the industry and has kept him highly engaged to this day. His process begins with understanding the unique financial needs and goals for each client whether an individual, family, or extended family. The knowledge he attains helps him formulate an individualized Financial Plan that will function as a roadmap for achieving success as defined by his clients.
Being involved and giving back to his community is important to him. He has been on the Board of Big Brothers Big Sisters of Southeastern Pennsylvania and he is currently active with the Pennsylvania Society for the Prevention of Cruelty to Animals. In addition, he supports graduates of the University of Maryland, his alma mater.
Greg and his wife of 23 years, Nancy and their two children reside in Lower Gwynedd, PA. He enjoys tennis, skiing, hiking with his 3 dogs, and travelling with his family. Nancy owns and runs a travel agency. Additionally, she organizes all of the family’s travel. Both son Grant and daughter Kendall are studying at Penn State University.
Services Include
- Estate Planning StrategiesFootnote1
- Alternative InvestmentsFootnote2
- Financial PlanningFootnote3
- Retirement PlanningFootnote4
- Planning for Individuals with Special Needs and their Families
- 529 PlansFootnote5
- Business Succession PlanningFootnote6
- Trust ServicesFootnote7
- Cash Management and Lending ProductsFootnote8
- Life InsuranceFootnote9
Securities Agent: DC, NV, TN, NM, NJ, WY, WI, ME, IA, CT, OK, KS, OR, NH, MA, IL, FL, AZ, WV, WA, PA, OH, NY, GA, CA, SC, MI, CO, VT, TX, NE, NC, MO, MN, KY, VA, MD, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255467
NMLS#: 1255467
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Tools and Resources for Investors
Morgan Stanley provides a comprehensive suite of investment tools and educational resources. Please explore this page and reach out to me directly to learn more.
Morgan Stanley Online (MSO)
Use Morgan Stanley Online (MSO) to manage your money, view important documents, and interact with your financial advisor. You can use MSO from your desktop or phone to stay informed about your finances at all times.
Morgan Stanley Ideas
Read Morgan Stanley's perspective on what is shaping the market. We cover topics ranging from health care, sustainability, macroeconomics, and technology.
Total Wealth View
Total Wealth View allows advisors to provide more holistic advice to their clients. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Thoughts on the Market Podcast
Keep up with the most up to date information about the market with the Thoughts on the Market Podcast. Reach out if there is anything you would like to disscuss with me.
Morgan Stanley's Reserved Living & Giving
Morgan Stanley's Reserved Living & Giving is a loyalty reqards program for clients with over 1 million dollars or assets invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
GIC Weekly
The GIC Weekly is a report composed by Morgan Stanley's Global Investment Committee. Read our research and market outlook today.
Digital Vault
Digital Vault is an encrypted, centralized document library where you can save your important financial information.
2025 Tax Tables
Please view the following attachment to find the 2025 federal tax tables. Please view the following attachment to find the 2025 federal tax tables.
Financial Planning Resources
Financial planning ensures you are doing the most with your hard-earned money. As a financial advisor to high-net-worth individuals, I am prepared to help you plan for college tuition, retirement, tax mitigation, and your legacy!
Major Life Event
Use this financial literacy hub if you or a loved one is approaching a new financial chapter. These may include moving out for the first time, starting your first job, allocating new funds from an acquisition, or planning for retirement.
Tax Planning
Tax efficiency can significantly increase your take home pay. Read the tax tables here or reach out to talk more in depth about the tax implications of your current portfolio.
Risk Management
As your financial advisor, I will use an in-depth review of your financial situation to identify places where we can reduce risk in your financial life. Something as small as a lapse in cybersecurity could expose you and your family to great financial loss. Review this article or reach out to learn some of the ways I can work with you to mitigate risk.
Estate Planning
A strong estate plan can ensure wealth lasts for generations. Read this article to learn the most basic parts of an estate plan. Give me a call if there are any points of interest on this page.
Donor Advised Funds
As a Morgan Stanley financial advisor, I can ensure you are giving in the most strategic ways possible to achieve the greatest impact. Learn more about donor advised funds and philanthropy at the link below.
Alternative Investments
Alternative investments go beyond just stocks and bonds to offer unique opportunities. Learn more about alternative investments and how they can be leveraged to reduce risk, increase tax efficiency, or realize superior returns.
Cybersecurity
Your financial security and cybersecurity are deeply intertwined. As a financial advisor, I find that addressing all aspects of your financial stability is most prudent. Attached please find some resources from Morgan Stanley that may help you to improve your current cybersecurity practices. Please feel free to reach out if you have any questions or if you are interested in other resources.
Protecting Your Data in a Digital Age
This hub of resources includes educational resources on a wide range of cybersecurity topics. You'll find something of any stage of life from college to retirement.
Cybersecurity and Fraud Awareness
New forms of cybercrime and fraud are proliferating through the online world. Click this link to learn more about these threats and how to mitigate them.
Maintain Good Cybersecurity Habits
There are a number of ways that you can protect yourself from online risks. Use this page to review some good habits that can protect your digital life.
AI and Cybersecurity: A New Era
Cybercrime has adapted to use AI in online attacks, but cybersecurity organizations are also increasingly relying on AI to flag unusual behavior. Read the article to learn more.
Tax Management
- Log into your account via Morgan Stanley Online
- Click the Accounts tab
- Select the Documents tab
- Go to the Statement drop-down tab
- Select Tax Documents and download them
Your Guide to Tax-Efficient Planning
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.
Tax-Efficient Investing: Key Questions Investors Should Ask
Factoring the impact of taxes into your investment decisions can help you to keep more of your hard-earned money, both now and in the future.
Tax-Smart Strategies for Your Retirement
Smart tax planning can help you save more for retirement and keep more of what you've already saved. Consider these tax-efficient retirement planning strategies.
How to Access Your Tax Forms
Client Service Team
Eileen D'Agostino - Financial Planning Associate, Portfolio Assosicate
Phone:
(215) 572-4580(215) 572-4580
Email:Eileen.M.Boyle@morganstanley.com
Charlene M. Raysik - Senior Client Service Associate
Phone:
(215) 274-2116(215) 274-2116
Charlene has been a Client Service Associate with the Firm for over thirty years. She is a lifelong resident of Drexel Hill, PA.
Location
1787 Sentry Pky W
Bldg 18 Ste 440
Blue Bell, PA 19422
US
Direct:
(215) 572-4540(215) 572-4540
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 Lorry Rosado
Lorry Rosado is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey and Pennsylvania.
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.
Lorry began her career in financial services in 1984 and joined Morgan Stanley in 2017. Prior to joining the firm, she was a Banking Advisor at Merrill Lynch, as well as a Senior Premier Client Manager at Bank of America.
Lorry lives in East Brunswick, NJ with her family. Outside of the office, Lorry volunteers as a Coach for the Fast Break Basketball Buddy Ball program, focused on providing an opportunity for disabled children and young adults to enjoy the game of basketball. In her free time, she enjoys spending time with 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.
Lorry began her career in financial services in 1984 and joined Morgan Stanley in 2017. Prior to joining the firm, she was a Banking Advisor at Merrill Lynch, as well as a Senior Premier Client Manager at Bank of America.
Lorry lives in East Brunswick, NJ with her family. Outside of the office, Lorry volunteers as a Coach for the Fast Break Basketball Buddy Ball program, focused on providing an opportunity for disabled children and young adults to enjoy the game of basketball. In her free time, she enjoys spending time with family.
NMLS#: 644450
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, 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
Ready to start a conversation? Contact Gregory Dries today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan 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.
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.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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.
7Morgan 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.
8Morgan 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
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Morgan 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.
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.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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.
7Morgan 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.
8Morgan 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
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)