Mercedes Landaverde
Client Service Associate
Phone:
(650) 926-7223(650) 926-7223
Robert E McKee IV
Senior Vice President,
Financial Advisor,
Portfolio Manager,
Financial Planning Specialist
Direct:
(650) 926-7176(650) 926-7176
Toll-Free:
(800) 624-7248(800) 624-7248
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story
Robert “Bobby” McKee IV is a First Vice President, Portfolio Manager and Financial Planning Specialist with Morgan Stanley Wealth Management. As a 22-year veteran of the financial industry, he has dedicated his career to developing strategic investing approaches for wealth management clients’ short-term objectives and long-term financial goals.
Bobby’s emphasis is on financial planning for clients serious about protecting and building their wealth is a key pillar to his financial advisory process. Through extensive discussions, Bobby takes the time to learn about his clients’ needs, concerns, and goals allowing him to strategically prioritize each into a comprehensive financial plan.
While placing great emphasis on communication, Bobby dedicates himself to cultivating long-term relationships with clients as well as an opportunity to earn a trusted position in his clients’ life-long financial planning and wealth management strategies.
Whether you are interested in revisiting your current financial plan, crafting a new wealth management strategy or exploring what a comprehensive financial plan means for you, Bobby and his team are equipped to assist you with each step in providing the information needed to make more informed financial decisions and determine better outcomes.
Bobby’s emphasis is on financial planning for clients serious about protecting and building their wealth is a key pillar to his financial advisory process. Through extensive discussions, Bobby takes the time to learn about his clients’ needs, concerns, and goals allowing him to strategically prioritize each into a comprehensive financial plan.
While placing great emphasis on communication, Bobby dedicates himself to cultivating long-term relationships with clients as well as an opportunity to earn a trusted position in his clients’ life-long financial planning and wealth management strategies.
Whether you are interested in revisiting your current financial plan, crafting a new wealth management strategy or exploring what a comprehensive financial plan means for you, Bobby and his team are equipped to assist you with each step in providing the information needed to make more informed financial decisions and determine better outcomes.
Securities Agent: PA, OR, KS, NV, NJ, LA, FL, CO, VA, OK, OH, NM, MD, CA, AL, WY, NC, IL, AZ, VT, TX, SC, IA, HI, DE, WI, UT, NY, AR, PR, NE, ID, CT, NH, MN, MA, GA, WA, MT, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282361
CA Insurance License #: 0G08649
NMLS#: 1282361
CA Insurance License #: 0G08649
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Core Capabilities
While I view risk exposure as a fundamental component to investing, I also believe when clients have a clear understanding of their risk tolerance the stress of investing is reduced exponentially. To proactively combat risk and potential stress that clients may experience, he thoughtfully discusses each investment choice to provide a clear understanding of potential risks vs. possible rewards inherent in the selected investment choices.
Financial Planning
Centered on a comprehensive financial plan, I will ensure that all investment decisions are matched to clients’ defined objectives, short and long term financial goals, as well as the client’s risk tolerance.
Asset Allocation & Active-Management:
I see active-management as ever more important wealth management strategy in today’s volatile markets. In addition to traditional asset allocation, active-management strategies assist clients in building a portfolio that includes other non-correlated asset classes such as; alternative investments and/or managed futures to help manage risk and improve returns. Importantly, while active-management may not be appropriate for every client, I will take the time to communicate the pros and cons, so informed decisions can be made reflecting the established risk tolerance and financial planning goals of my client(s).
Portfolio Management
Determining the proper selection of investment(s) is the key to portfolio management. Built through clear and on-going communication with clients, portfolio management can leverage needs, concerns, and goals originally defined by clients as well as promptly acknowledge the evolving nature of each.
Client Services
Another key pillar of my financial advisory process is timely and ongoing client services; including portfolio reviews and financial plan revision(s). Through active monitoring of market volatility and proactive out-reach to clients, I provide a strategic level of actionable steps geared at potentially minimizing negative impact to clients’ portfolios.
COMPREHENSIVE EQUITY SOLUTIONS FOR ANY STAGE OF GROWTH
There’s never been a more important time for business leaders to be in the know and be in the now. Insights brings industry professionals and thought leaders together to deliver the fresh perspectives and keen insights needed to help drive your business forward.
Get your questions answered on stock options, restricted stock units (RSUs), Employee Stock Purchase Programs (ESPP) and more. Working for a company that offers employees an employee stock purchase plan (ESPP) can be a valuable perk that can help you reach your financial goals. Unfortunately, many employees don’t take full advantage of their ESPP because they don’t completely understand how to use it to their advantage. Allow me to work with you to maximize these benefits.
We serve a full spectrum of plan types including:
- 401(k) and 403(b) Plans
- Pension Plans
- Non-Qualified Deferred Compensation Plans
Our comprehensive offering spans Equity, Financial Wellness and Retirement solutions, plus Financial Empowerment, so your workforce can realize the full potential of their benefits. We deliver workplace financial solutions that can help employees build financial confidence and help you attract and retain top talent.
Get your questions answered on stock options, restricted stock units (RSUs), Employee Stock Purchase Programs (ESPP) and more. Working for a company that offers employees an employee stock purchase plan (ESPP) can be a valuable perk that can help you reach your financial goals. Unfortunately, many employees don’t take full advantage of their ESPP because they don’t completely understand how to use it to their advantage. Allow me to work with you to maximize these benefits.
We serve a full spectrum of plan types including:
- 401(k) and 403(b) Plans
- Pension Plans
- Non-Qualified Deferred Compensation Plans
Our comprehensive offering spans Equity, Financial Wellness and Retirement solutions, plus Financial Empowerment, so your workforce can realize the full potential of their benefits. We deliver workplace financial solutions that can help employees build financial confidence and help you attract and retain top talent.
Restricted Share Units (RSUs)
Restricted stock units (RSUs) are a promise to deliver shares of company stock to the holder on a specified event or date (known as vesting). Some companies award a set number of RSUs, while others award RSUs based on a set dollar value. You do not need to purchase the shares as they are granted to you once they fully vest.
Stock Options
To take advantage of your stock options, you have to purchase the stock at a fixed grant price (aka exercise price or strike price) during a specific period of time.
Employee Stock Purchase Plan (ESPP)
An Employee Stock Purchase Plan (ESPP) is a benefit some public companies offer. Through payroll deductions, employees can purchase company stock at a discount to the current market price.
Why Equity Compensation Matters
Company equity compensation can play a key role in your financial life. Equity compensation is an important tool in your financial toolkit and can help you reach your life’s goals. Let's work together to discuss the benefits of receiving equity compensation and how it can help improve your financial situation.
Modern Wealth Tools & Resources
Morgan Stanley's comprehensive suite of digital tools are designed to enhance every aspect of your financial portfolio. Take some time to learn about some of the many resources that are available.
Capital Markets
An integrated organization across fixed income, equities, and structured investments leveraging the thought leadership of Morgan Stanley Research and dedicated product specialists to identify key investment opportunities to help enhance the growth potential of diversified portfolios.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
Donor Advised Funds (DAF)
A solution that may help you execute planned giving, offer an efficient way to donate complex and illiquid assets, and simplify charitable giving reporting while potentially mitigating taxes. Bring philanthropy into your wealth plan and help amplify the impact of your giving through the Morgan Stanley Global Impact Funding Trust (MS GIFT).
MS GIFT
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.
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A $695 Annual Engagement Bonus
For eligible Platinum CashPlus brokerage account clients with The Platinum Card® from American Express Exclusively for Morgan Stanley. Certain Morgan Stanley Debit Cardholders may also qualify. Terms apply.
Click Here to Learn More
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.
Get started today
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit our Security Center
Alternative Investments
Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online today
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk PlatformDo More with Your Wealth
Our Investing with Impact platform is composed of a diverse range of funds and other investments designed to advance environmental, economic and social goals — while striving for competitive performance. What if your investments could influence a positive change in the world without sacrificing the level of return you need to meet your financial goals? In combination with Morgan Stanley's award winning Impact Quotient tool, we are able to show you the total impact of your investments, as well as the financial performance of your portfolio.
The returns on a portfolio consisting primarily of Environmental, Social and Governance ("ESG") aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Invest with Impact Framework:
- Intentionality
- Influence
- Inclusion
Resources from Morgan Stanley:
- Morgan Stanley Impact Quotient ®
- Sustainable Solutions Collaborative
- Environmental, Social & Governance (ESG) Integration
- The Evolution of Sustainable Investing in Private Markets
- Impact Investing
Location
2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
US
Direct:
(650) 926-7176(650) 926-7176
Toll-Free:
(800) 624-7248(800) 624-7248
Fax:
(650) 926-7150(650) 926-7150
Meet My Team
Wealth Management
Global Investment Office
Portfolio Insights
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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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Robert E McKee IV today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
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.
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’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.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
8Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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
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.
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.
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’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.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
8Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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)
