Katelyn Panaro
Registered Associate
Phone:
(717) 852-4129(717) 852-4129
Mary Mcevoy-Dockeray, CFP®, CRPS®
Vice President, Wealth Management,
Financial Advisor
Direct:
(570) 821-1830(570) 821-1830
Toll-Free:
(800) 342-2393(800) 342-2393
My Mission Statement
As a seasoned financial advisor, I help individuals and families achieve a level of comfort through tailored, relationship driven guidance. With Financial Planning, Retirement, and Estate Planning strategies at the core of my practice, I tailor strategies to help support each clients goals, in order to achieve a level of confidence.
About Me
Born in Doylestown and raised in Kingston, Pennsylvania, Mary McEvoy-Dockeray’s journey as a Financial Advisor has led to diverse professional experiences. With a background in Accounting and tax preparation, Mary brings a solid foundation of financial knowledge to her role.
After earning her bachelor’s degree in Accounting from Kings College in Wilkes Barre, Pennsylvania, Mary began her career in 1985 as a Staff Accountant and Tax Preparer, which allowed her to gain greater perspective of business owners, individuals, and employees. She also gained a comprehensive understanding of financial statements, tax regulations, and intricacies of managing personal and business wealth.
Driven by her passion for helping others achieve their financial goals, she joined Morgan Stanley as a financial advisor in 1990. In 2008 she gained the designation of Chartered Retirement Plans Specialist℠ and Certified Financial Planner®. By carefully listening to her clients’ unique financial stories, she begins a process to create a detailed plan and bring strategies that cater to their ongoing and ever-changing needs.
In addition to her professional pursuits, Mary is a member of the North Scranton Rotary club and holds the distinction of being a Paul Harris Fellow. She is also a member of the Irem Women’s Golf Association. She is deeply committed to giving back to her community and making a positive impact on the lives of others.
Outside of her work, Mary enjoys spending time with her husband of 30 years, Bill, their daughters, sons, and grandchildren. She finds solace and relaxation in activities such as golfing, swimming, reading, playing bridge, running, knitting, and cooking her family’s favorite Sunday meals. These personal interests allow her to maintain a healthy work-life balance and find fulfilment in her everyday life.
With her strong educational background, extensive professional experience, and unwavering dedication to her clients, Mary McEvoy-Dockeray is not only a dedicated and knowledgeable Financial Advisor but also a compassionate individual who strives to be effective in the lives of those she serves.
After earning her bachelor’s degree in Accounting from Kings College in Wilkes Barre, Pennsylvania, Mary began her career in 1985 as a Staff Accountant and Tax Preparer, which allowed her to gain greater perspective of business owners, individuals, and employees. She also gained a comprehensive understanding of financial statements, tax regulations, and intricacies of managing personal and business wealth.
Driven by her passion for helping others achieve their financial goals, she joined Morgan Stanley as a financial advisor in 1990. In 2008 she gained the designation of Chartered Retirement Plans Specialist℠ and Certified Financial Planner®. By carefully listening to her clients’ unique financial stories, she begins a process to create a detailed plan and bring strategies that cater to their ongoing and ever-changing needs.
In addition to her professional pursuits, Mary is a member of the North Scranton Rotary club and holds the distinction of being a Paul Harris Fellow. She is also a member of the Irem Women’s Golf Association. She is deeply committed to giving back to her community and making a positive impact on the lives of others.
Outside of her work, Mary enjoys spending time with her husband of 30 years, Bill, their daughters, sons, and grandchildren. She finds solace and relaxation in activities such as golfing, swimming, reading, playing bridge, running, knitting, and cooking her family’s favorite Sunday meals. These personal interests allow her to maintain a healthy work-life balance and find fulfilment in her everyday life.
With her strong educational background, extensive professional experience, and unwavering dedication to her clients, Mary McEvoy-Dockeray is not only a dedicated and knowledgeable Financial Advisor but also a compassionate individual who strives to be effective in the lives of those she serves.
Securities Agent: PA, MA, TN, OH, AZ, TX, OK, CA, NJ, NH, NC, MI, FL, CO, MD, MN, WY, VA, NY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1380651
NMLS#: 1380651
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
E-Authorization
With this feature, you can electronically authorize domestic, international, one-time/recutting transactions through Morgan Stanley Online and the Morgan Stanley Mobile App within minutes. E-Authorizations leverages multiple strong factors of authentication to confirm your identity, which significantly mitigate security risks.
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.
Total Wealth View
It's hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgen Stanley Mobile App.
Morgan Stanley Mobile App
Keep all your personal finances at the reach of your fingertips with the Morgan Stanley Mobile App. Manage your accounts, access account documents, deposit checks, transfer money, and collaborate with your Morgan Stanley team from virtually anywhere.
E-Sign
E-Sign is an easy way to electronically sign documents. When you use E-Sign, you must verify your identity before you sign the document. Once it is signed, the document is sealed against tampering and cannot be edited. Once you receive an email from "Morgan Stanley via DocuSign," you simply follow the instructions and sign your documents.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Goals Planning System (GPS)
GPS helps clients define what they want out of life, and then creates a financial framework to bring these goals to life.
THE CFP® PROFESSIONAL
Individuals certified by the CFP® Board have taken the extra step to demonstrate commitment and professionalism by voluntarily submitting to the rigorous CFP® certification process which includes a demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the CFP® professional's ability to help clients achieve their goals. My diverse skillsets can help clients navigate through complex financial stages in their lives. For more detailed information about the CFP® designation and how I can help you, please see below:
Education
The CFP® professional is required to acquire both theoretical and practical expertise in financial planning. This is achieved through a comprehensive 2 to 3-years educational program at a CFP® Board-approved institution of higher learning. Following the attainment of the CFP® trademark, the CFP® professional has the commitment to education which remains ongoing and constitutes an essential aspect of the recertification process.
Examination
The CFP® professional must pass the 7-hour comprehensive Certification Exam. The exam assesses the ability to apply financial planning knowledge in real-life situations. In addition, the test covers financial planning processes/principles, tax planning, income planning, retirement planning, estate planning, risk management and insurance, among other important topics.
Experience
Before earning the right to utilize the CFP® trademark, CFP® professionals are required to accumulate several years of experience in the realm of financial planning services.
Ethics
A CFP® professional must uphold the principles of integrity, objectivity, competence, fairness, confidentiality, and professionalism as outline in the CFP® Board's Code of Ethics. They make a commitment to CFP® Bord to always put their clients' best interests first when providing advice.
Financial Planning - Wealth Education for the Next Generation
If this information causes any conversation or questions, please contact someone on the team to discuss.
Financial Planning Guide
Your financial goals and priorities will likely shift with time. To help prepare for the road ahead, ask yourself what matters to you and your family long term.
Read More
529 Plans
A 529 plan is a great way to invest for future education costs, but there are also other options to raise the funds you need.
Read More
Financial Management Tools
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
Read More
401(k) Plan Strategies
It’s important to determine how much money you may need to save for a comfortable retirement. Here are three 401(k) plan retirement strategies to consider.
Read MoreMorgan Stanley Online (MSO)
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Login to MSO
Family Finances Conversation Guide
Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.
Click for GuideCYBERSECURITY RESOURCE CENTER
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do.
The Firm is actively supporting a multitude of layers of security. Security includes the following; strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
Online Security Center
Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Cloud Computing
As companies accelerate the move toward cloud computing, cybersecurity challenges have unequivocally intensified. Learn how two key software markets are poised to converge to mitigate new threats.
Cryptocurrency Scams
Cryptocurrency is attracting quite a bit of attention lately—including from cybercriminals. Learn more about this digital currency, as well as some popular scams that are being perpetrated by fraudsters.
Cybersecurity for College Students
College students may not be too concerned about being a target for hackers. Find out why cybercriminals may prey on students and how they can protect themselves.
Cybersecurity Habits
Whether it's strengthening your passwords or treating emails from unknown senders with more caution, you can take a number of steps to help reduce the threat of identity theft, online scams, malware, fraud and more.
Phone Security
You likely spend more time each day on your smartphone than on your computer, but do you pay as much attention to protecting the security of your phone as your computer? Find out why you should.
Cybercrime Preparedness
Was your email hacked? Your Social Security Number stolen? Do you know how to respond? Learn the steps to take if and when your identity, account, device or information is compromised.
Staying Cybersafe on Vacation
Going on vacation? You may be on a break, but cybercriminals aren't! Use these tips to help ensure you return home with your cybersecurity intact.
Location
1065 Highway 315
Suite 401
Wilkes Barre, PA 18702
US
Direct:
(570) 821-1830(570) 821-1830
Toll-Free:
(800) 342-2393(800) 342-2393
Fax:
(570) 822-2303(570) 822-2303
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
Rational Investing in an Age of Uncertainty
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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
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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
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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
Ready to start a conversation? Contact Mary Mcevoy-Dockeray today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to 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. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
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 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
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 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
