Lisa Pizzella
Vice President,
Financial Advisor,
Senior Portfolio Manager,
Financial Planning Specialist
Direct:
(732) 389-8655(732) 389-8655
Toll-Free:
(800) 631-2221(800) 631-2221
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
With over 30 years of experience Lisa Pizzella utilizes a comprehensive and proactive planning approach to help families, entrepreneurs, and individuals manage and grow their wealth. Lisa has been helping families and individuals plan for and execute their retirement and estate planning goals since 1983 when she first began in the financial industry. Before joining Morgan Stanley in 2001 Lisa worked for Merrill Lynch and Dean Witter, she came to Morgan Stanley and became an associate Vice President. She also earned the title of Financial Planning Specialist, as well as being in the Portfolio Management Program where she earned the title of Senior Portfolio Manager. Since building her practice at Morgan Stanley Lisa has developed a passion for helping women in business and women in transition as well as providing comprehensive financial and estate planning strategies to all generations of her client’s families.
Lisa is highly active in her community, holding leadership and supportive roles in various non-profit companies in the New York Metropolitan area. She has been dedicated to volunteering her time to Unico, a charitable service organization that she has been a member of since 2003 and has served as president for the Brick, NJ chapter and as district governor for the Ocean county chapters. Lisa currently resides in Brick, NJ. Outside of work she takes up ballroom dancing as a favorite hobby.
Lisa is highly active in her community, holding leadership and supportive roles in various non-profit companies in the New York Metropolitan area. She has been dedicated to volunteering her time to Unico, a charitable service organization that she has been a member of since 2003 and has served as president for the Brick, NJ chapter and as district governor for the Ocean county chapters. Lisa currently resides in Brick, NJ. Outside of work she takes up ballroom dancing as a favorite hobby.
Services Include
- Professional Portfolio ManagementFootnote1
- Asset Management
- Wealth ManagementFootnote2
- Estate Planning StrategiesFootnote3
- Family Consulting
- Retirement PlanningFootnote4
- 401(k) Rollovers
- Planning for Education FundingFootnote5
- Divorce Financial AnalysisFootnote6
- Cash Management and Lending ProductsFootnote7
- Philanthropic ManagementFootnote8
Securities Agent: NH, CA, MA, CT, CO, SD, SC, PA, WA, MD, GA, IL, TN, FL, NY, NV, VA, OH, KY, DE, NC, NJ, AZ, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1295497
NMLS#: 1295497
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
We address a range of client circumstances across generations. Many of our clients are successful, professional women and men and their families. In addition many of our clients are in the prime of their careers and seeking to accumulate as much as they can for retirement, their family, or simply to enhance their lifestyles. They want to make sure they will not outlive their money while gifting to family and causes that are important to them. For these clients it’s hard to have perspective in a vacuum, so we collaborate on their investments and plans to provide information for effective decision making. We take the time to educate our clients on the issues they face.
Multi-Generational Families
Our practice is committed to addressing the needs of all generations within the families we serve. Whether you are considering retiring from your job or transitioning your business to your family, or if you are concerned about ensuring that your family is financially savvy with the wealth they may be gifted or inherit, we are here to help. We work across generations to guide, educate and service everyone to ensure that your legacy continues.
Talking to your kids about moneyBlended Families
Blended families come with unique financial dynamics that arise from merging families with different financial values, spending habits, and money philosophies. We take the time to understand you and your situation and look to provide solutions that are right for your family and your long term wealth goals.
The Depth of Real AdviceWomen
Part of our practice focuses on the financial needs of women. We have found that independent women often feel as though they have been underserved, and finding simple, objective and trustworthy information can be overwhelming. Our team brings a multitude of resources and experience in financial planning and investment strategies for entrepreneurial, single, divorced and widowed women.
Women and WealthLGBTQ+
We work with LGBTQ+ couples, families, and individuals, take the time to understand their situations, emotions, and goals. We understand the different financial circumstances and look to provide resources and advice in order to help our clients reach their financial and personal goals.
Wealth Planning for LGBTQ Individuals, Couples and FamiliesIndividuals and Professionals
Whether you are planning for retirement, looking to exit your business, or understand your company stock options, we are there every step of the way providing a holistic approach to all of your options with in depth financial planning and analysis.
Advantages of personalized financial planningOur team applies decades of experience and a vast array of world class resources to help you navigate each stage of your professional life. Whether that is starting a new business, selling your business, exercising a large accumulation of company stock options or figuring out the best retirement plan for your company. We are here every step of the way.
Solutions for Existing Businesses
By using Morgan Stanley at Work we help businesses maximize the efficiency of their workforce by incorporating innovative workplace offerings for companies and employees across Equity Compensation, Financial Wellness and Retirement Solutions. See our At Work homepage below where you can watch a short video to learn more.
Learn More Here
Starting Your Business
As a new business owner, you face a number of critical decisions that will have an enormous impact on the future success of your company. Questions about day-to-day cash flow, attracting and retaining talented employees, and balancing finances at work and at home are just some of the challenges you must consider.
Financial Strategies For Growing Your Business
Exiting Your Business
Creating and growing a successful business is seldom just about money, nor is the decision to exit the business, whether that exit is through an IPO, merger with another company, private sale or succession within the family. The process is intense, the details are complex, and the decisions are often an unexpected combination of personal and financial.
Developing Your Exit Strategy
Understanding Your Equity Awards
• How performance shares work.
• The difference between incentive and non-qualified stock options, as well as restricted stock awards and units.
• How you can use certain securities based lending solutions to cover the various costs associated with
exercising stock options.
• The difference between incentive and non-qualified stock options, as well as restricted stock awards and units.
• How you can use certain securities based lending solutions to cover the various costs associated with
exercising stock options.
There is no doubt about it, planning your estate is an ongoing process filled with hard emotional decisions. Our goal is to simplify this process and help clients understand what they are really trying to achieve with the wealth they have built over the course of their lifetime. The resources below provide a few of the key items that go into estate planning and how we at Morgan Stanley work with you and your estate attorney to help protect and grow your wealth for the legacy plan you desire. If you have any questions or would like to discuss the estate planning process please feel free to reach out:
My contact info:
Lisa.Pizzella@morganstanley.com
My contact info:
Lisa.Pizzella@morganstanley.com
Preparing for Your Meeting With an Estate Attorney
This piece provides you with some ideas on how you might want to put together your Last Will & Testament and/or personal trust. It is designed to give you a "head start" prior to an attorney meeting.
Click here to read the brochure
Income and Estate Planning
The income and estate planning toolkit gives a detailed overview of the various structures we utilize to preserve and grow your wealth in the most tax efficient manner. If you would like to talk about the different estate and trust strategies please reach out.
Click here to learn moreMillennials stand to be the inheritors of the greatest transfer of wealth that we have ever seen. This transfer of wealth along with the individual creation of wealth gives way to investing opportunities beyond what has always been relevant in investing and wealth management.
The Millennial and Gen Z Guide to a Sweet Retirement
Our polling shows that many young adults are, in fact, worried about having enough savings for their future. For example, nearly one in four Millennials, born between 1981 and 1996, is concerned about having adequate funds, while 69% are uneasy about making that money last a lifetime.
Learn why saving when your young makes all the difference
Millenial Playbook: A millenials guide to life and money
Whether you are buying your first home, starting a family or learning how to invest, the millenial playbook helps guide you through each step of your life.
Learn more here
Top 10 Investment themes for 2021
Top trends focus on how fallout from the pandemic could radically reshape the roster of winners and losers in global markets.
Click here to learn more
The New Space Economy
Climate change, security and telecoms are among the key themes driving a boom in the space economy. Here's a look at what’s behind the increased interest.
5 Key Themes in the New Space EconomyClient Service Team
Anna Jasicki - Business Development Associate
Phone:
(732) 389-5163(732) 389-5163
Email:anna.jasicki@ms.com
Anna has been serving financially successful individuals and families since 2007. In her role as Business Development Associate, she is responsible for preparing performance reports, developing meeting agendas, and analyzing clients' portfolio allocations to ensure they their investment objectives are current. She also works to develop marketing strategies that support the team's business plan goals. She evaluates and implements various marketing methods designed to develop business opportunities with clients and prospects.
Prior to joining Morgan Stanley, Anna worked as a Financial Analyst at Bloomberg. She also served as a Client Associate and Branch Manager Assistant at Merrill Lynch. Anna earned her M.B.A. and B.S. degrees in Finance from Rider University. She holds her Series 7 and 66 registrations and maintains her state life, health annuity licenses.
Anna currently lives in Tinton Falls with her son, Jakub, and enjoys an active lifestyle. She supports a number of charitable organizations, including Lunch Break, Task Force Dagger, and Big Brothers Big Sisters of Monmouth County, through participation in a variety of local athletic events. Favorite free time activities include cooking, hanging out at the beach, playing sports, and taking her son on adventures.
Prior to joining Morgan Stanley, Anna worked as a Financial Analyst at Bloomberg. She also served as a Client Associate and Branch Manager Assistant at Merrill Lynch. Anna earned her M.B.A. and B.S. degrees in Finance from Rider University. She holds her Series 7 and 66 registrations and maintains her state life, health annuity licenses.
Anna currently lives in Tinton Falls with her son, Jakub, and enjoys an active lifestyle. She supports a number of charitable organizations, including Lunch Break, Task Force Dagger, and Big Brothers Big Sisters of Monmouth County, through participation in a variety of local athletic events. Favorite free time activities include cooking, hanging out at the beach, playing sports, and taking her son on adventures.
Location
1030 Broad Street
3rd Floor
Shrewsbury, NJ 07702
US
Direct:
(732) 389-8655(732) 389-8655
Toll-Free:
(800) 631-2221(800) 631-2221
Fax:
(732) 544-9070(732) 544-9070
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
Ready to start a conversation? Contact Lisa Pizzella today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4When 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.
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, charitable giving, philanthropic planning and other legal matters.
7Morgan 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
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4When 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.
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, charitable giving, philanthropic planning and other legal matters.
7Morgan 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
8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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)
