Kevin P. McDermott
Financial Advisor,
Global Sports and Entertainment Associate Director,
NFLPA Registered Institutional Player Financial Advisor,
Branch Manager,
Portfolio Manager
Direct:
(541) 772-0251(541) 772-0251
My Mission Statement
Our team serves as your navigational guide through the world of personal finance. We work with our clients to build a disciplined plan and appropriate portfolio, while consulting on a variety of financial needs.
My Story
After 7 years in the NFL, Kevin retired from football and joined Morgan Stanley as a Global Sports & Entertainment Associate Director and NFLPA Registered Institutional Player Financial Advisor. He advises business owners, working professionals, NFL players, coaches, and front office executives on their investments. In his work with the firm's Global Sports & Entertainment division, he travels to professional teams and college athletic departments to teach financial literacy.
Kevin is a native of Nashville, TN. He holds a bachelor’s degree from UCLA and a Masters of Business Administration from the Kelley School of Business at Indiana University. In his NFL career, he played for the San Francisco 49ers, Baltimore Ravens, and Minnesota Vikings. He sits on the American Indian College Fund's NextGen Advisory Committee and is a certified private pilot. Kevin lives in Medford, Oregon with his wife, two children, and dog. Kevin enjoys flying, golfing, movies, and the outdoors.
Kevin is a native of Nashville, TN. He holds a bachelor’s degree from UCLA and a Masters of Business Administration from the Kelley School of Business at Indiana University. In his NFL career, he played for the San Francisco 49ers, Baltimore Ravens, and Minnesota Vikings. He sits on the American Indian College Fund's NextGen Advisory Committee and is a certified private pilot. Kevin lives in Medford, Oregon with his wife Lauren, their daughter Campbell, their son Tripp, and their dog Cash. Kevin enjoys flying, golfing, movies, and the outdoors.
Kevin is a native of Nashville, TN. He holds a bachelor’s degree from UCLA and a Masters of Business Administration from the Kelley School of Business at Indiana University. In his NFL career, he played for the San Francisco 49ers, Baltimore Ravens, and Minnesota Vikings. He sits on the American Indian College Fund's NextGen Advisory Committee and is a certified private pilot. Kevin lives in Medford, Oregon with his wife, two children, and dog. Kevin enjoys flying, golfing, movies, and the outdoors.
Kevin is a native of Nashville, TN. He holds a bachelor’s degree from UCLA and a Masters of Business Administration from the Kelley School of Business at Indiana University. In his NFL career, he played for the San Francisco 49ers, Baltimore Ravens, and Minnesota Vikings. He sits on the American Indian College Fund's NextGen Advisory Committee and is a certified private pilot. Kevin lives in Medford, Oregon with his wife Lauren, their daughter Campbell, their son Tripp, and their dog Cash. Kevin enjoys flying, golfing, movies, and the outdoors.
Services Include
- Professional Portfolio ManagementFootnote1
- Estate Planning StrategiesFootnote2
- Executive Financial ServicesFootnote3
- Financial PlanningFootnote4
- Planning for Education FundingFootnote5
- Philanthropic ManagementFootnote6
- Retirement PlanningFootnote7
- Stock Option PlansFootnote8
- Trust ServicesFootnote9
- 401(k) Rollovers
Securities Agent: SC, NV, ND, WV, OH, GA, WY, VA, TX, NC, ID, CT, CO, CA, AZ, AR, AL, OR, MD, KS, HI, WA, MT, AK, NY, NH, MS, SD, NJ, FL, ME, RI, NM, MI, KY, IL, PA, MO, MN, MA, IA, NE, VT, DC, LA, DE, WI, UT, OK, IN, TN; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1951664
CA Insurance License #: 4043069
NMLS#: 1951664
CA Insurance License #: 4043069
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Understand. Advise. Deliver.
Morgan Stanley Global Sports & Entertainment is a specialized wealth management division of Morgan Stanley that focuses exclusively on addressing the unique needs of top professionals like you, in the sports and entertainment industry.
As a Global Sports and Entertainment Financial Advisor, Kevin McDermott has the dedication and experience, accompanied with Morgan Stanley's world-class resources, to understand the complexities and pressures facing high-achieving professionals in the sports and entertainment industries. Kevin understands how to help these clients and advise them on how they save, spend, invest, borrow, preserve and give.
Being a former NFL player, Kevin focuses on working with established and emerging players/coaches in professional sports as well as sports industry executives. Working exclusively in sports and entertainment, Kevin understands the unique demands that come with a player, coach or industry executive. His experience understanding schedules, variability of income, and the demands that come from life inside and outside of the sports profession, gives Kevin the ability to tap into a range of resources needed to address the unique immediate financial challenges, and to create comprehensive plans to help reach their long-term goals.
As a Global Sports and Entertainment Financial Advisor, Kevin McDermott has the dedication and experience, accompanied with Morgan Stanley's world-class resources, to understand the complexities and pressures facing high-achieving professionals in the sports and entertainment industries. Kevin understands how to help these clients and advise them on how they save, spend, invest, borrow, preserve and give.
Being a former NFL player, Kevin focuses on working with established and emerging players/coaches in professional sports as well as sports industry executives. Working exclusively in sports and entertainment, Kevin understands the unique demands that come with a player, coach or industry executive. His experience understanding schedules, variability of income, and the demands that come from life inside and outside of the sports profession, gives Kevin the ability to tap into a range of resources needed to address the unique immediate financial challenges, and to create comprehensive plans to help reach their long-term goals.
Morgan Stanley Global Sports & Entertainment Named Institutional Financial Advisor for the NFL Players Association
In an effort to address the financial needs of its participating athletes, the NFLPA launched its Institutional Financial Advisors Registration Program in 2019, allowing players access to a list of Financial Advisors affiliated with leading financial institutions. As an NFLPA Institutional Financial Advisor participant, Morgan Stanley Global Sports & Entertainment will have oversight of the Financial Advisors who will be designated to provide guidance to the members of the NFLPA.
Learn more here
Name, Image, and Likeness (NIL)
NCAA college athletes now have the opportunity to benefit from their name, image and likeness. Understanding the rules, in addition to practicing good financial fitness, will be essential to setting up your future.
Learn more here
Why Captive Insurance May Be Right for You
Find out how you can potentially reduce your risk, decrease your taxes and build your wealth with this insurance strategy.
Learn more here
Making it to Draft Day: Financial Solutions for Prospective Pros
After declaring their eligibility for the football or basketball drafts, athletes face rigorous training sessions, grueling team workouts, in-depth interviews with prospective employers, and extensive travel throughout the country – all before being drafted by a team that’s likely in a different city from where they live.
Learn more here
Jeremy J. Schwendeman, CFP® - Global Sports and Entertainment Director
Phone: (410) 736-5408
Email: Jeremy.Schwendeman@morganstanley.com
Email: Jeremy.Schwendeman@morganstanley.com
John A. Mele, CFP® - Global Sports and Entertainment Director
Phone: (410) 736-5404
Email: John.A.Mele@morganstanley.com
Email: John.A.Mele@morganstanley.com
Helpful Resources for You
Morgan Stanley Global Sports & Entertainment
A division of Morgan Stanley Wealth Management dedicated to serving the unique and sophisticated needs of professional athletes and entertainers.
Learn more here
Equity For Endorsement?
Star athletes and entertainers are now inking endorsement deals that include equity compensation. Here’s what to consider when determining whether this approach makes sense for you.
Learn more here
Build A Dream Team For Your Career
Assembling a team of trusted professionals to manage your career - and your money - is essential to help put you in the best position to thrive. Here’s how to do it.
Learn more here
The Path From Athlete To Entrepreneur
Many athletes think about what they’ll do after sports, some choosing to become entrepreneurs. Learn how a trusted Financial Advisor can help plan for success.
About My Team
Please visit my team, The Northwest Pilot Rock Group, website as well.
You can learn more about each of our team members, our focuses, and our community involvement. Additionally, we explain our approach, services, and capabilities.
Click here to view my team websiteYou can learn more about each of our team members, our focuses, and our community involvement. Additionally, we explain our approach, services, and capabilities.
Location
3103 Signature Court
Ste 101
Medford, OR 97504
US
Direct:
(541) 772-0251(541) 772-0251
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
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
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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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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
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 Kevin P. McDermott today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
2Morgan 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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, charitable giving, philanthropic planning and other legal matters.
7When 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.
8Morgan 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.
9Morgan 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.
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 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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, charitable giving, philanthropic planning and other legal matters.
7When 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.
8Morgan 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.
9Morgan 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.
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)
