Savanah Arellano
Associate Private Banker
Lisa Marsella Purtell, CFP®, CIMA®
Senior Vice President,
Wealth Advisor,
Senior Portfolio Manager,
Senior Investment Management Consultant,
Family Wealth Advisor
Direct:
(559) 431-5900(559) 431-5900
Toll-Free:
(800) 640-4465(800) 640-4465
My Mission Statement
Experienced wealth planning services for your life and legacy goals
My Story
My great-uncles started advising families in the Central Valley on their finances over 90 years ago. My father began working with his uncles soon after he graduated from business school, and continued to serve many of the same families, through some of the more challenging times in the financial markets. I grew up listening to the stories of how they made a difference in so many families' lives; eventually joining them as an advocate for those they served. Now, over thirty years later, it is clear to me that the fundamental principles of financial stewardship are still very much alive and well. I believe it is more important than ever to ...
• Listen to the right thought leaders;
• Recognize true innovation and insight when I see it;
• Start every relationship with a plan;
• Emphasize capital preservation first, growth second;
• Leverage the power and breadth of Morgan Stanley at every turn in the road;
• Always take time to educate and explain the advice I give;
• Never compromise my integrity or principles.
For many, these principles may seem obvious. What I've learned, time and again, is that many advisors veer away from them, too often getting caught up in the emotion of the times. For me, it comes down to one simple truth; I have to bring my best every day -- just like my uncles and father did before me. If you too are a person of principle, I hope you will reach out, as I would very much like to hear your story.
• Listen to the right thought leaders;
• Recognize true innovation and insight when I see it;
• Start every relationship with a plan;
• Emphasize capital preservation first, growth second;
• Leverage the power and breadth of Morgan Stanley at every turn in the road;
• Always take time to educate and explain the advice I give;
• Never compromise my integrity or principles.
For many, these principles may seem obvious. What I've learned, time and again, is that many advisors veer away from them, too often getting caught up in the emotion of the times. For me, it comes down to one simple truth; I have to bring my best every day -- just like my uncles and father did before me. If you too are a person of principle, I hope you will reach out, as I would very much like to hear your story.
Securities Agent: CO, AZ, MD, WA, AK, OR, ID, SC, VA, TN, NV, TX, IA, MA, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265010
CA Insurance License #: 0B62478
NMLS#: 1265010
CA Insurance License #: 0B62478
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Your success with money is dependent upon a number of important factors. Foremost is the client-advisor relationship. To begin that relationship, it is important to be clear about expectations and goals. Over time we will build a mutual trust which is essential to create long term value for you and your family.
My Commitment to You
As your advisor, my role is to be your advocate. I will consistently work to keep you on course toward your unique set of goals and provide focus through market and media distractions. An integral piece of my involvement includes capitalizing on every opportunity to provide financial education and supplement your existing knowledge, giving you modern and lasting tools to manage your wealth and pass on to future generations. The investment landscape is constantly changing, and you deserve an advisor who continues to learn, analyze, and research. We will work together to manage tax obligations and avoid concentrated stock positions, as they are often overlooked, destroyers of wealth.
My Expectations
My most successful clients are open to considering and embracing new opportunities in the ever changing financial markets. Their eagerness to learn allows them to make informed and thoughtful decisions. They understand the importance of acting as stewards of their wealth. These individuals consider their financial goals when making spending choices. There will be circumstances that require patience, perspective and careful deliberation to balance both risks and outcomes. When financial questions arise, I expect you to thoroughly express your concerns and contemplate my analysis and recommendations.
Experience
My career at Morgan Stanley represents three generations of investment and service excellence. My approach is rooted in a business philosophy that dates back to the 1930’s here in the Central Valley. That philosophy is based on proprietary methods applied in the context of clients’ needs and goals.
It is my privilege to be entrusted with the wealth of families and foundations who act as thoughtful stewards of their assets.
It is my privilege to be entrusted with the wealth of families and foundations who act as thoughtful stewards of their assets.
Education
B.S. UC Berkeley, 1992
Executive Education, The Wharton School at the University of Pennsylvania, 2004
Executive Education, The Wharton School at the University of Pennsylvania, 2004
Associations and Recognition
Member - INVESTMENTS & WEALTH INSTITUTE TM, formerly IMCA
The Investments & Wealth Institute is a professional association of financial advisors, investment consultants and wealth managers. The organization also provides continuing education courses and certifications - Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®).
Lisa Marsella Purtell has been included as a member of the Century Club since 2018.
Named to Working Mother magazine and SHOOK Research's "Top Wealth Adviser Moms", October 2017.*
*Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2017) Data compiled by SHOOK Research LLC based on time period from 3/31/16 - 3/31/17.
The Investments & Wealth Institute is a professional association of financial advisors, investment consultants and wealth managers. The organization also provides continuing education courses and certifications - Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®).
Lisa Marsella Purtell has been included as a member of the Century Club since 2018.
Named to Working Mother magazine and SHOOK Research's "Top Wealth Adviser Moms", October 2017.*
*Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2017) Data compiled by SHOOK Research LLC based on time period from 3/31/16 - 3/31/17.
Registrations
• General Securities Representative;
• Investment Advisor Representative;
• Managed Futures
NMLS#: 1265010
• Investment Advisor Representative;
• Managed Futures
NMLS#: 1265010
Client Service Team
Cherlyn Rugg - Registered Client Service Associate
Phone:
(559) 438-2592(559) 438-2592
Email:cherlyn.rugg@morganstanley.com
Cher, a Clovis native, has a degree in Business Administration from UC Irvine. She is tech savvy, and an avid reader. Travel is also one of her passions – especially Italy, where she lived and completed her studies. Cher has a thirst for knowledge and is excited for the opportunity to help our clients.
Cher has completed her Securities Industries Exam and holds both the Series 7 and Series 66 registrations.
Cher has completed her Securities Industries Exam and holds both the Series 7 and Series 66 registrations.
Kimberly Gambero - Registered Associate
Phone:
(559) 438-2556(559) 438-2556
Email:kimberly.gambero@morganstanley.com
Kimberly comes to us with a background in engineering and relationship management experience. She organizes client education events and coordinates social media. Her unique skill set allows her to tackle complicated research tasks with patience and success. Kimberly provides trading coverage when Lisa is away.
Kimberly holds Series 7 and Series 66 registrations.
Kimberly holds Series 7 and Series 66 registrations.
Location
5250 N Palm Ave
Suite 321
Fresno, CA 93704
US
Direct:
(559) 431-5900(559) 431-5900
Toll-Free:
(800) 640-4465(800) 640-4465
Fax:
(559) 438-4705(559) 438-4705
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Gail G. Brown, CFP®
Financial Planning Director, Assistant Vice President
About Savanah Arellano
Savanah Arellano is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Nevada and California.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Savanah began her career in financial services in 2005, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Wealth Management Associate at U.S. Bancorp.
She lives in Las Vegas, NV with her family. Outside of the office, Savanah enjoys reading, cooking and spending time with her kids at their sporting events and volunteering in their classrooms.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Savanah began her career in financial services in 2005, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Wealth Management Associate at U.S. Bancorp.
She lives in Las Vegas, NV with her family. Outside of the office, Savanah enjoys reading, cooking and spending time with her kids at their sporting events and volunteering in their classrooms.
NMLS#: 679740
About Gail G. Brown
Gail G. Brown, CFP® CPWA® is Assistant Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Central California and Las Vegas. She is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Gail began her career in financial services in 2005 and joined Morgan Stanley in 2016. Prior to her current position, she worked in array of financial services to include; lending, business banking, risk management and investment advisory services. Her broad experience has demonstrated to her, the importance of developing a financial plan, that ensures all aspects of our clients’ financial world align and complement one another.
Gail graduated from University of Nevada Las Vegas and holds her CERTIFIED FINANCIAL PLANNER™ and Certified Personal Wealth Advisor® designations.
Gail is a native of Las Vegas and enjoys serving on the board of the local Summerlin Rotary Club. She loves international travel adventures where she can immerse herself in other cultures, camping and getting her hands dirty in her home garden. Gail truly enjoys her work; she finds purpose in providing clarity and peace of mind to our amazing clients and their families.
Gail began her career in financial services in 2005 and joined Morgan Stanley in 2016. Prior to her current position, she worked in array of financial services to include; lending, business banking, risk management and investment advisory services. Her broad experience has demonstrated to her, the importance of developing a financial plan, that ensures all aspects of our clients’ financial world align and complement one another.
Gail graduated from University of Nevada Las Vegas and holds her CERTIFIED FINANCIAL PLANNER™ and Certified Personal Wealth Advisor® designations.
Gail is a native of Las Vegas and enjoys serving on the board of the local Summerlin Rotary Club. She loves international travel adventures where she can immerse herself in other cultures, camping and getting her hands dirty in her home garden. Gail truly enjoys her work; she finds purpose in providing clarity and peace of mind to our amazing clients and their families.
NMLS#: 693330
CA Insurance License #: 0M34241
CA Insurance License #: 0M34241
Wealth Management
From My Desk
The Wealth Organizer
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
Ready to start a conversation? Contact Lisa Marsella Purtell today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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, charitable giving, philanthropic planning and other legal matters.
3Morgan 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.
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.
6Morgan 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.
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.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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, charitable giving, philanthropic planning and other legal matters.
3Morgan 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.
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.
6Morgan 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.
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.
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)
