Dale Wicker
Financial Advisor
Phone:
(404) 266-5956(404) 266-5956
K. Michele Sims, CRPC®
First Vice President,
Financial Advisor,
Lending Specialist
Direct:
(404) 266-6457(404) 266-6457
Toll-Free:
(800) 688-6002(800) 688-6002
My Mission Statement
Our mission is to increase your knowledge and earn your trust through open and clear communication. We strive to instill confidence by providing comprehensive tailored solutions with an attention to detail and a genuine concern for your ability to meet your goals.
Bio
K. Michele Sims is a Vice President, Financial Advisor and Insurance Planning Director at Morgan Stanley. Prior to joining Morgan Stanley in 2008, she spent 16 years as a Financial Advisor with Merrill Lynch. Her goal is to serve the needs of a limited number of affluent investors. Michele focuses on working with clients to create long-term, personalized financial plans for affluent individuals, families, and business owners. In addition, she oversees the investment manager selection, portfolio design and liability management.
Michele’s drive comes from her life motto, “She believed she could, so she did.” This passion combined with her logical skill set, helps her methodically think through each step to help find a solution for each client’s unique situation. She always provides the client with the next steps - no more than 2-3 steps to not overwhelm - in an effort to keep them on track. This can help provide the client relationship with consistency and confidence.
As a Chartered Retirement Planning Counselor (CRPC®), Michele’s focus is to better understand her clients by understanding their life’s goals and priorities. In addition, she holds her Series 7, 63, 65 and 31. Michele earned her bachelor’s degree in finance from Goizueta Business School of Emory University and is a proud alumni.
In her free time, Michele enjoys travel, reading and spending time with her triplet niece and nephews. She donates her time to Oxford College of Emory University alumni board and the Atlanta Women’s Foundation Board. She splits her time between Atlanta and St. Simmons Island in Georgia, with her Shih Tzu.
Michele’s drive comes from her life motto, “She believed she could, so she did.” This passion combined with her logical skill set, helps her methodically think through each step to help find a solution for each client’s unique situation. She always provides the client with the next steps - no more than 2-3 steps to not overwhelm - in an effort to keep them on track. This can help provide the client relationship with consistency and confidence.
As a Chartered Retirement Planning Counselor (CRPC®), Michele’s focus is to better understand her clients by understanding their life’s goals and priorities. In addition, she holds her Series 7, 63, 65 and 31. Michele earned her bachelor’s degree in finance from Goizueta Business School of Emory University and is a proud alumni.
In her free time, Michele enjoys travel, reading and spending time with her triplet niece and nephews. She donates her time to Oxford College of Emory University alumni board and the Atlanta Women’s Foundation Board. She splits her time between Atlanta and St. Simmons Island in Georgia, with her Shih Tzu.
Services Include
- Financial PlanningFootnote1
- Retirement PlanningFootnote2
- Estate Planning StrategiesFootnote3
- LGBT+ Planning ServicesFootnote4
- Cash Management and Lending ProductsFootnote5
- Sustainable InvestingFootnote6
- Alternative InvestmentsFootnote7
- AnnuitiesFootnote8
- Municipal BondsFootnote9
- Long Term Care InsuranceFootnote10
Securities Agent: CA, VA, OH, MO, MD, SC, GA, WI, WA, TN, MI, IL, NE, CO, DE, WV, NY, TX, NJ, NC, LA, KY, AL, MA, PA, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268396
NMLS#: 1268396
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
How We Work With You
Your goals, hopes and dreams are at the center of our work. That’s why we’ll plan to meet with you at length when you first begin working with us. We’ll ask smart questions and listen to what you say matters. Once we fully understand your situation, we’ll suggest ways to put your money to work.
Discovery Process
The purpose of our Discovery Process is to take the time to fully understand you and your family. We start with a conversation to uncover your goals and understand your financial situation.
Forming Your Strategy
Using the information obtained in the Discovery Process, we work with you to assess various scenarios and advise you on the strategies to help meet those goals. We consider your challenges, goals, and aspirations to create a risk-balanced strategy to map a clear path to helping achieve your success.
Implementing Your Plan
We strategically implement your plan by applying extensive research, analysis and experience to identify the appropriate combination of investments to help meet your goals. We utilize the extensive resources available at Morgan Stanley to provide you with a holistic experience striving to meet your needs.
Tracking Your Progress
We focus on developing longstanding relationships that can provide value to you and your family. We meet regularly to help ensure your plan remains current and to review your progress towards achieving your goals.
Deep Dive Into Planning
We have assembled a couple financial tools that speak to our wealth management philosophy and financial planning strategy. We have provided easy links to these materials and hope you will return often to learn more about topics impacting your wealth.
LifeView® Financial Goal Analysis and Financial Plan
Leveraging our vast resources, including intellectual capital, experience and dedicated service, we can work with you to create a personalized wealth strategy. Over time, we will adapt it to changing
circumstances, helping you to achieve your goals and protect what is meaningful to you.
View a Sample Plancircumstances, helping you to achieve your goals and protect what is meaningful to you.
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About TWV
Aladdin - Intelligent Risk Management
Assessing our clients’ full investment needs and risks is an essential component of providing comprehensive financial advice in portfolio construction. Key features of the Portfolio Risk Tool, Aladdin, include broadly managing risk, identifying risk based concerns and constructing risk mitigated portfolios.
Learn More About Aladdin
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool. We make it easy for you and your financial advisor to oversee trends in your financial life.
Learn More HereClient Resources
Morgan Stanley is at the forefront of technology in the industry. The Firm strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, smart, fast and flexible. As a part of our services, these resources are readily available for you.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Sign Up For MSO
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Visit the Online Security Center
Thoughts on the Markets 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 Here
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts and timely insights to support them at home and beyond.
View Offers HereWhat We Offer Clients
The Wealth and Estate Planning Strategists look at all aspects of an individual's estate to understand the potential income tax and estate planning attributes of the vehicles. The goal is for the client and his or her investment professionals to make more informed investment decisions looking at their estate plan holistically.
Tax, Trust and Estate Planning Overview
Take a look at this detailed document which includes an Executive Summary of Morgan Stanley's Wealth and Estate planning strategies, why it's impactful, as well as what we offer to our clients.
Click Here to Learn MoreLocation
3280 Peachtree Rd NE
Suite 1900
Atlanta, GA 30305
US
Direct:
(404) 266-6457(404) 266-6457
Toll-Free:
(800) 688-6002(800) 688-6002
Fax:
(404) 935-9851(404) 935-9851
Meet My Team
Mary Claire Stockmeyer
Registered Client Service Associate
Phone:
(404) 266-6810(404) 266-6810
About Dale Wicker
L Dale wicker is a Financial Advisor at Morgan Stanley. He started his career in the financial services industry over 20 years ago as part of the management team for Morgan Stanley. After spending the first part of his career as a service manager and then Risk Officer, Dale wanted to get back in touch with the actual heart of the business: the clients.
Dale’s approach is to help clients realize their goals and dreams. He knows that each client’s situation is unique and is passionate about creating a plan that is tailored to their specific needs. Combining forces with Michele, they are able to provide individualized service that is attentive, focused and truly World Class.
What sets Dale apart is his background serving in the US Army as a Cryptologist / Linguist / code breaker. He is now an Honorably Discharged Disabled Army Veteran and his passions still lie in veteran related philanthropy.
Dale is a graduate from Regents College with a degree in Political Science and Asian Studies. He also holds his series 7, 63, 65, 9, 10, 24, 3, 31, is Life & Health insurance licensed and NMLS registered.
In his free time Dale loves to spend time with his lovely Bride of 27 years, Kimberly and his two children, Son Keagan and Daughter Caitlin or in his workshop. The family loves to travel and play host to the family pets Dog – Nathanial G Doggie (Thane for short) and cats Gingerbread and Cora.
Dale’s approach is to help clients realize their goals and dreams. He knows that each client’s situation is unique and is passionate about creating a plan that is tailored to their specific needs. Combining forces with Michele, they are able to provide individualized service that is attentive, focused and truly World Class.
What sets Dale apart is his background serving in the US Army as a Cryptologist / Linguist / code breaker. He is now an Honorably Discharged Disabled Army Veteran and his passions still lie in veteran related philanthropy.
Dale is a graduate from Regents College with a degree in Political Science and Asian Studies. He also holds his series 7, 63, 65, 9, 10, 24, 3, 31, is Life & Health insurance licensed and NMLS registered.
In his free time Dale loves to spend time with his lovely Bride of 27 years, Kimberly and his two children, Son Keagan and Daughter Caitlin or in his workshop. The family loves to travel and play host to the family pets Dog – Nathanial G Doggie (Thane for short) and cats Gingerbread and Cora.
Securities Agent: TX, VA, MA, NY, WA, SC, MI, CO, PA, GA, WV, MO, CA, WI, IL, FL, AL, NJ, NE, KY, TN, NC, OH, MD, LA, DE; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Mary Claire Stockmeyer
After serving as an Intern with the team last summer, Mary Claire Stockmeyer has officially joined the team as a Client Service Associate in May of 2022. Mary Claire graduated with a Bachelor's Degree from the Terry College of Business at the University of Georgia. She also holds both her Series 7 and Series 66 securities licenses.
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact K. Michele Sims today.
1Morgan 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.
2When 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.
3Morgan 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC 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
6The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Alternative 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.
8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
10Insurance 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.
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
2When 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.
3Morgan 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC 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
6The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Alternative 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.
8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
10Insurance 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.
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)
