Jeffrey Fehrmann, CFP®

I start by understanding and mapping out your current financial situation: bank accounts, retirement benefits, insurance policies, and any additional assets that could have an impact on future decisions. I take in to account your aspirations, challenges, risk tolerance and other factors to help me develop your financial plan.

Using your goals as a guide, I create a detailed strategy with recommendations aimed to help you grow, preserve, and transfer your wealth. I use Morgan Stanley's best in class financial planning tools in tandem with your personal priorities to help formulate a plan that fits your needs.

Upon your approval I begin to implement your personalized strategy. Backed by the global resources of one of the world's largest wealth management firms, I can address complex financial situations, including tax advantaged investing, as I execute your investment strategy and implement your wealth management plan.

Ongoing monitoring helps you stay the course, coordinate with other professionals, and enables me to scan for both threats and opportunities to help ensure you avoid financial pitfalls. I Monitor your plan and portfolio to help make certain your assets are positioned to align with your changing circumstances.

My clients benefit from access to the intellectual capital of our Global Investment Committee, a group of leading market thinkers uniquely dedicated to providing high-quality, industry-leading investment ideas to Wealth Management clients.

Whether you're a global corporation or a growing start-up, we understand your needs and offer tailored solutions and technology to help meet them.

Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.

For many, equity in their company is an important piece of their full financial picture and since everyone's situation is unique, I can help create a plan that caters specifically to your needs and goals.

I recognize that clients and their families have unique needs that require dedicated experience and capabilities. My goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.

Your security is my top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do. The Firm is actively supporting a multitude of layers of security. Read more about the cybersecurity resources used by the firm below.

I work with you to explore factors that are relevant to existing or future estate structures. We will discuss different tax and estate planning strategies and collaborate with your external tax and legal advisors to create a plan that reflects your desires during and after your lifetime.

A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).

You can't take it with you, but through a trust, you can define how you want your life's work and wealth to continue to benefit the people and causes you love and care for. A trust can be a flexible and effective way for families to solve financial issues and manage challenges involving the transfer of assets and wealth.

Achieving your investment goals isn't just about maximizing returns. Reducing tax liabilities in your portfolio can also play a key role in helping you build wealth over the long run. As you review your income and portfolio, consider these steps to help reduce taxes on your investments.

Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.

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.

Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.

Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, as well as a complete view of your assets and liabilities whether they are held at Morgan Stanley or elsewhere.

The Morgan Stanley Global Investment Office provides you with world-class thought leadership timely market commentary, and portfolio ideas to help guide your investment decisions.

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.