Lori Slater
Senior Client Associate
Phone:
(561) 650-7575(561) 650-7575
Leslie Artsis Adams
Vice President,
Wealth Advisor,
Investment Consultant
Direct:
(561) 822-4911(561) 822-4911
Direct:
(561) 545-3536(561) 545-3536
Toll-Free:
(800) 827-6329(800) 827-6329
My Mission Statement
Drawing upon my wealth of experience, intellectual acumen, and unwavering devotion to personalized service, I am here to empower you in achieving your unique financial aspirations and life objectives
Welcome
As your Financial Advisor, I bring a unique perspective to the table. My journey began at George Washington University, where I earned a Bachelor of Arts in Psychology (1974). Initially, my career path was aimed at becoming a lawyer, but destiny had other plans. In 1976, I noticed a significant shortage of females in the financial industry, which ignited my passion for change.
Embracing the challenge of being a woman in this traditionally male-dominated field, I persevered and thrived in brokerage. Today, my mission is to empower you to define and work towards your financial goals. Together, we'll navigate a wealth of resources tailored to your investment style and objectives. My commitment is to help you preserve and cultivate your wealth. By partnering with me, you'll gain access to some of the world's most seasoned and respected investment professionals, an elite trading and execution platform, and a comprehensive array of investment options.
I have been been a Wealth Advisor at Morgan Stanley for the past 29 years. Outside of work, I enjoy spending time with family and friends, going on walks, interior design, and giving back to my community.
Embracing the challenge of being a woman in this traditionally male-dominated field, I persevered and thrived in brokerage. Today, my mission is to empower you to define and work towards your financial goals. Together, we'll navigate a wealth of resources tailored to your investment style and objectives. My commitment is to help you preserve and cultivate your wealth. By partnering with me, you'll gain access to some of the world's most seasoned and respected investment professionals, an elite trading and execution platform, and a comprehensive array of investment options.
I have been been a Wealth Advisor at Morgan Stanley for the past 29 years. Outside of work, I enjoy spending time with family and friends, going on walks, interior design, and giving back to my community.
Services Include
- Wealth PlanningFootnote1
- Financial PlanningFootnote2
- Retirement PlanningFootnote3
- Estate Planning StrategiesFootnote4
- Business Succession PlanningFootnote5
- Cash ManagementFootnote6
- Asset Management
- Divorce Financial AnalysisFootnote7
- Long-term Care InsuranceFootnote8
- AnnuitiesFootnote9
- UGMA/UTMAFootnote10
- 529 PlansFootnote11
- 401(k) Rollovers
Securities Agent: ME, NY, CT, NC, OH, NJ, DC, MD, CO, VA, PA, FL, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1416383
NMLS#: 1416383
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Approach
I'm committed to working devotedly and passionately to assist you and your family in achieving your financial objectives. I work hard to provide my clients with the finest options available with highly individualized attention.
Step 1: Understanding You
My process begins with a detailed conversation that identifies what is truly important to you. During this meeting, I'll ask a series of questions to get an in-depth understanding of your personal, professional and financial situation, as well as your long-term investment goals, time horizon, and tolerance for risk.
Step 2: Customizable Plan
From this ongoing dialogue, I'll analyze your current situation and begin to develop comprehensive strategies to help achieve your goals. This analysis will address income and retirement planning, as well as investment and risk management.
Step 3: Plan Implementation
Once you review and approve your plan, we will begin to execute these strategies appropriately. As we work together, I will help ensure that you are on track with your portfolio to achieve your financial goals.
Step 4: Ongoing Assessment
We will have ongoing conversations about the management of your investment plan to help ensure your portfolio is properly balanced, and the investment vehicles utilized are performing according to preset benchmarks.
Modern Digital Solutions
The main focus of digital technology is on how people interact, consume, do business, and travel. Every element of your financial life may be improved with the aid of our extensive collection of digital tools. A handful of the technologies we provide to our clients are listed below.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Learn more
Total Wealth View
Total Wealth View gives you and your advisor access to a comprehensive financial picture of your investments, allowing you to spot opportunities or risks across all of your accounts. You will experience better wealth planning, safer data access, and more practical connectivity if you link your accounts.
Learn more
eSign
The procedure of electronically signing documents is streamlined via eSign. You will be instructed to securely verify your identity and sign the document when you receive an email from "Morgan Stanley via DocuSign." The document is securely sealed when your signature is placed on it to prevent any unwanted modifications.
Learn more
eDelivery
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.
Learn more
eAuthorization
With eAuthorizations, you can use Morgan Stanley Online and our Mobile App to swiftly offer electronic approval for one-time or recurring domestic and international transactions. The powerful multi-factor authentication technique used by this feature to confirm your identity considerably improves security and lowers the likelihood of dangers.
Learn more
Digital Vault
You may simply and securely keep and exchange crucial documents with your family members and Financial Advisor using Digital Vault. Files include account statements, authorizations, tax returns, and other pertinent paperwork.
Learn moreWomen In Finance
Embrace a world tailored for the bold and brilliant women navigating the realm of finance. Women possess unique insights and strengths that drive innovation, and it's high time these qualities reflect in your financial success. Together, let's craft personalized strategies, break barriers, and shatter ceilings. This isn't just about managing money; it's about amplifying the voices and financial power of women. Join me in this journey toward empowerment, where your dreams fuel our collaboration and your success becomes our shared triumph. I've included resources specifically tailored for women below.
Wealth Management for Women
Supporting women throughout their financial lives is at the core of Morgan Stanley’s values. Chart your financial future and discover unique insights that align with your priorities.
Learn more
Career Advice
Morgan Stanley women share how they are navigating through and thriving in the competitive world of financial services.
Learn more
Financial Planning for Women
Armed with education and a plan, women can feel more confident about their financial goals and how they’ll achieve them.
Learn more
Women Forum
What does it take to be a successful Financial Advisor? It takes diverse individuals with entrepreneurial spirit; who have a deep interest in financial products and services; who are competitive, ethical, and committed to pursuing financial independence for their clients.
Learn more
Developing Your Own Financial Identity
Life can be unpredictable. One of the best ways to feel in control is to take an active role in your finances, which includes maintaining a unique financial identity.
Learn more
Women and Retirement: Gender Gap
How a better understanding of women’s unique circumstances can improve the value proposition of your company’s retirement plan.
Learn more
A Woman's Guide to Life & Money
There’s no doubt about it—women face a unique set of financial challenges. Yet, most of us feel ill-equipped to navigate these circumstances on our own.
Learn moreResource Hub
Morgan Stanley strives to make complex financial concepts understandable for our clients so that they are aware of the steps being taken to help them plan for the future of their finances. Below you'll find links to our loyalty program, research reports, ideas, and podcasts.
Thoughts on the Market Podcast
Tune in to our daily financial podcast to hear the opinions of senior Morgan Stanley executives on the factors influencing the markets currently.
Learn more
Access and Opportunity Podcast
Telling the stories of individuals working to drive change within their communities, and sharing tangible examples of how ideas around equitable access and opportunity are being made real every day. Hosted by Carla Harris.
Learn more
Investment Outlook
While a stable global economy may support equities and fixed-income markets in 2025, policy shifts in the U.S., including potential tariffs and tax changes, could introduce new risks and opportunities for investors.
Learn more
Stock Market Outlook
After two years of strong market gains, 2025 presents new opportunities and challenges as economic conditions, investor sentiment, and emerging technologies like AI shape the future of equities.
Learn more
Ideas Library
Access our repository to find a vast variety of ideas on different financial subject matters including capital markets, fixed income, government policy and more!
Learn more
Morgan Stanley Reserved
Reserved Living & Giving is a tiered complimentary loyalty program designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services through perks and rewards.
Learn more
Investor Relations
Learn how Morgan Stanley strives to deliver results for shareholders. Browse through earnings releases, financial statements, presentations and webcasts.
Learn more
Newsroom
Explore Morgan Stanley's dedicated press page for the latest press releases, thought leadership, awards, and recognitions.
Learn more
Four Standout Investment Themes
Key investment themes for 2025 include artificial intelligence, longevity, the future of energy, and the rewiring of the global economy, shaping long-term growth opportunities in an evolving landscape.
Learn moreLocation
777 S Flagler Drive
Suite 700E
West Palm Beach, FL 33401
US
Direct:
(561) 822-4911(561) 822-4911
Toll-Free:
(800) 827-6329(800) 827-6329
Fax:
(561) 838-8970(561) 838-8970
Meet My Team
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
Article Image
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
Ready to start a conversation? Contact Leslie Artsis Adams 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.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
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 (“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.
6Morgan 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
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Morgan 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.
11Investors 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3When 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.
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 (“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.
6Morgan 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
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Morgan 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.
11Investors 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)
