Mike Tankersley, CRPC®
Senior Vice President,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(731) 891-9080(731) 891-9080
My Mission Statement
Comprehensive wealth planning strategies for your life and legacy
Welcome
With a career spanning over four decades, Mike Tankersley has been a trusted Financial Advisor since starting at J.C.Bradford & Co. in 1984, joining Morgan Stanley in 2015. Mike earned a B.S. in Business Administration from the University of Tennessee with a major in marketing. His background in marketing and a genuine interest in people led him to a fulfilling career in financial advising. His approach is deeply personalized; he listens intently to understand each client’s unique financial aspirations, crafting tailored strategies that translate complex financial concepts into clear, actionable plans. Mike believes you never stop learning and over the years has completed industry related training at the University of Pennsylvania’s Wharton School of Business and Vanderbilt University’s Owen School of Management.
As a Senior Portfolio Management Director with a Chartered Retirement Planning Counselor (CRPC) designation, Mike's concentration is helping to create pathways to financial success, whether it's planning for retirement, education, or legacy goals. His years of experience, combined with a people-first attitude, ensures that each client receives thoughtful and effective financial solutions. Witnessing these solutions make a difference in people’s lives is what Mike finds most rewarding about his career.
Mike's commitment extends beyond finances; he is actively involved in the Jackson community, having served on the boards of the Jackson Rotary Club, the Jackson Chamber of Commerce, the Exchange Club of Jackson, Crimestoppers of Jackson and supporting many local charities with his time and money. A family man at heart, Mike cherishes his roots in Jackson, Tennessee, where he enjoys life with his wife Janet, three children, and a grandson. He is a lifelong member of West Jackson Baptist Church and has served there in many capacities. He is currently the church treasurer and, in the past, has taught college students and children of all ages. He enjoys traveling, delving into his passion for history and attending sporting events and live performances of any kind. Mike embodies the spirit of service and dedication in both his professional and personal life.
As a Senior Portfolio Management Director with a Chartered Retirement Planning Counselor (CRPC) designation, Mike's concentration is helping to create pathways to financial success, whether it's planning for retirement, education, or legacy goals. His years of experience, combined with a people-first attitude, ensures that each client receives thoughtful and effective financial solutions. Witnessing these solutions make a difference in people’s lives is what Mike finds most rewarding about his career.
Mike's commitment extends beyond finances; he is actively involved in the Jackson community, having served on the boards of the Jackson Rotary Club, the Jackson Chamber of Commerce, the Exchange Club of Jackson, Crimestoppers of Jackson and supporting many local charities with his time and money. A family man at heart, Mike cherishes his roots in Jackson, Tennessee, where he enjoys life with his wife Janet, three children, and a grandson. He is a lifelong member of West Jackson Baptist Church and has served there in many capacities. He is currently the church treasurer and, in the past, has taught college students and children of all ages. He enjoys traveling, delving into his passion for history and attending sporting events and live performances of any kind. Mike embodies the spirit of service and dedication in both his professional and personal life.
Services Include
Securities Agent: KY, MO, KS, AL, VA, PA, AK, TX, UT, NC, SC, MS, CO, CA, AR, OK, LA, IN, NV, NE, IL, GA, FL, WI, TN, NY, AZ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 590424
AR Insurance License #: AR Insurance Lic. #2480976
NMLS#: 590424
AR Insurance License #: AR Insurance Lic. #2480976
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A PERSONALIZED WEALTH MANAGEMENT PROCESS FOR YOU
I am dedicated to assisting you in realizing your financial ambitions through a customized wealth management approach tailored to your individual needs and objectives. I recognize that each person has unique financial circumstances, and I believe in developing a personalized strategy that suits your specific situation.
My approach begins with a comprehensive evaluation of your current financial state, followed by the creation of a tailored plan that addresses both your short-term and long-term goals. I understand that your financial circumstances may change over time, so I regularly review and adjust your strategy to ensure its continued relevance and alignment with your evolving needs and objectives. Collaborating with you on an ongoing basis is crucial to achieving your financial success.
My approach begins with a comprehensive evaluation of your current financial state, followed by the creation of a tailored plan that addresses both your short-term and long-term goals. I understand that your financial circumstances may change over time, so I regularly review and adjust your strategy to ensure its continued relevance and alignment with your evolving needs and objectives. Collaborating with you on an ongoing basis is crucial to achieving your financial success.
Discover:
We start by engaging in a conversation to gain a thorough understanding of your needs, lifestyle, family, and your vision for the future.
Advise:
I collaborate with you to devise portfolio strategies that help you achieve and safeguard the outcomes you envision.
Implement:
I assess various accounts and products to assist you in implementing solutions that are well-suited to your strategy.
Track Progress:
I help you monitor your progress, as well as your spending and savings, to ensure that you stay on course toward your goals.
Seamlessly and securely manage your investments and everyday finances in one place.
In addition to providing access to your account balance and activity, Morgan Stanley Online (MSO) offers a vast set of features designed to facilitate your daily financial management needs. With MSO, you can effortlessly handle various everyday tasks such as bill payments, sending money, fund transfers, and expedite transactions with a single click using eAuthorizations. These features are designed to streamline and simplify your financial management processes, ultimately saving you time and effort.
MSO Benefits
- Access Key Information
- See Your Total Wealth
- Make Seamless Transfers
- Send Money With Zelle®
- Pay Bills Electronically
- Track Your Spending
Relevant News, Readily Available
I recognize the significance for investors of staying well-informed and making important decisions when it comes to managing their financial portfolio. This curated collection of articles offers relevant analysis of market trends, investment strategies, and advice from Morgan Stanley's industry leaders. Whether you're a seasoned investor or a novice, these articles cover a diverse range of topics, including stocks, bonds, real estate, retirement planning, and more.
The Next Generation of Sustainable Finance
Students from the David Eccles School of Business at the University of Utah won the 2024 Kellogg-Morgan Stanley Sustainable Investing Challenge with their idea to fund irrigation efficiency projects to help prevent the Great Salt Lake from drying up.
Read The Article
Two Paths for the Fed
Amid robust growth and persistent inflation, the Federal Reserve faces a tough decision on how to approach rate cuts. What should investors expect?
Read The Article
Election 2024: Inflation Outlook
It’s too early to predict the results of the election on inflation and the broader economy, but there are three areas investors should watch.
Read The Article
Japan Offers Lessons in Longevity
Japan's approach to the fastest-aging population may provide a guide for other nations in navigating the challenges of longevity.
Read The Article
Ready to Perform: 2024 Bond Market Outlook
Starting yields, potential rate cuts and a return to contrasting performance for stocks and bonds could mean an attractive environment for fixed income in 2024.
Read The Article
Aging Consumers Shop for Wellness
As the population grows older and wealthier, expected growth in health-enhancing products and services in Europe could offer lessons for the world on this demographic’s consumption preferences.
Read The ArticleCYBERSECURITY RESOURCE CENTER
At the heart of Morgan Stanleys security practices lies a multi-layered framework designed to provide unparalleled protection for your data. We employ cutting-edge encryption protocols, ensuring that your information remains shielded from unauthorized access. Our vigilant monitoring system operates in real-time, promptly identifying and thwarting any fraudulent activity that may target your accounts, thereby safeguarding your valuable assets.
In addition to our proactive approach, we consistently subject our systems to rigorous testing to proactively identify and rectify potential vulnerabilities. To further fortify our security measures, we collaborate with independent security firms who conduct comprehensive penetration tests on our applications and meticulously evaluate our processes. This external validation is instrumental in ensuring the robustness and effectiveness of our security practices, assuring you that your information is safeguarded with utmost care.
In addition to our proactive approach, we consistently subject our systems to rigorous testing to proactively identify and rectify potential vulnerabilities. To further fortify our security measures, we collaborate with independent security firms who conduct comprehensive penetration tests on our applications and meticulously evaluate our processes. This external validation is instrumental in ensuring the robustness and effectiveness of our security practices, assuring you that your information is safeguarded with utmost care.
ONLINE SECURITY CENTER
We prioritize the security of your assets and personal information. Our Online Security Center provides a variety of security measures, along with a wealth of resources and ideas to assist you in protecting yourself online.
Access the Online Security Center
PROTECTING YOUR SMART DEVICE
In today's interconnected world, proactive measures are essential to protect your smart devices. These devices store sensitive information, making security precautions imperative.
PROTECTING YOUR DIGITAL FOOTPRINT
Discover effective strategies to proactively manage your online presence and safeguard your personal information in the digital age.
Click Here To Learn More
PHONE SECURITY
As smartphones have become integral to our lives, it is vital to give equal attention to securing them. Learn why protecting your phone is of utmost importance.
Click Here To Learn More
STAYING CYBERSAFE ON VACATION
While planning your vacation, keep in mind that cybercriminals remain active. Follow these helpful tips to ensure the security of your digital assets while you're away.
CYBERCRIME PREPAREDNESS
If you have concerns about the security of your email, Social Security Number, or other personal information, learn the necessary steps to effectively respond if your identity, account, device, or information is compromised.
Click Here To Learn MoreLocation
1382 Union University Dr
Jackson, TN 38305
US
Direct:
(731) 891-9080(731) 891-9080
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 Mike Tankersley today.
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 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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’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.
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.
8When 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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’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.
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.
8When 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)
