Robin Hodgskin, CFP®
Senior Vice President,
Financial Advisor,
Investing with Impact Director,
CERTIFIED FINANCIAL PLANNER®,
Financial Planning Specialist
Direct:
(207) 771-0888(207) 771-0888
Toll-Free:
(800) 442-6722(800) 442-6722
My Mission Statement
Advising Quiet Wealth - Investing for Positive Change
My Story
My personal passion led me to explore the concept of Investing for Positive Change. I believe that successful people can use their money to effect the kind of change that we desperately need. As the population of the planet grows, and the strain on our resources increases, we need to support the private sector as it searches for solutions. I believe governments are unlikely to solve our global problems. But money can … money that is invested wisely, in companies that are creating the kind of international solutions we need. I have the experience, the knowledge and (crucially) the passion to help lead investors who want to make a positive change for their world, their financial lives and their families.
I have spent 30+ years as a Financial Advisor (FA) including 13 years as a Branch Manager. As a Financial Advisor, I have worked with clients to align their investments with their values and help them achieve their financial goals and dreams. I have developed my credentials as an FA, to include, Certified Financial Planner (CFP® ), Investing with Impact Director (IWID), and Financial Planning Specialist. As a Financial Planning Specialist, I have access to the intellectual capital and family office resources of our firm to aid in managing your personal finances. I have also been awarded Top Women Wealth Advisors Best-In-State 2024 (forbes.com)
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State 2024
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22 - 9/30/23.
https://www.morganstanley.com/disclosures/awards-disclosure.html
I have spent 30+ years as a Financial Advisor (FA) including 13 years as a Branch Manager. As a Financial Advisor, I have worked with clients to align their investments with their values and help them achieve their financial goals and dreams. I have developed my credentials as an FA, to include, Certified Financial Planner (CFP® ), Investing with Impact Director (IWID), and Financial Planning Specialist. As a Financial Planning Specialist, I have access to the intellectual capital and family office resources of our firm to aid in managing your personal finances. I have also been awarded Top Women Wealth Advisors Best-In-State 2024 (forbes.com)
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State 2024
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22 - 9/30/23.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Services Include
- Financial PlanningFootnote1
- Retirement PlanningFootnote2
- Sustainable InvestingFootnote3
- Estate Planning StrategiesFootnote4
- Wealth ManagementFootnote5
- Professional Portfolio ManagementFootnote6
- Cash Management and Lending ProductsFootnote7
- Long Term Care InsuranceFootnote8
- Life InsuranceFootnote9
- AnnuitiesFootnote10
Securities Agent: VT, UT, NC, PA, OH, NY, RI, NJ, NH, SC, TX, MI, OR, ME, MD, VA, MA, IN, IL, ID, HI, GA, FL, OK, CT, CO, AK, CA, AZ, DC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1268463
NMLS#: 1268463
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
As a member of The Compass Rose Group at Morgan Stanley, I create a sense of comfort about your ability to meet your financial goals. We bring our focus as CERTIFIED FINANCIAL PLANNERS® and decades of experience combined with the unparalleled resources of Morgan Stanley we will help guide you on your journey to and through retirement answering questions such as:
* How should my assets be managed for the best likelihood of meeting my financial goals?
* What is the best way to fund my children’s and grandchildren’s education?
* When can I retire? What will my Retirement Paycheck look like?
* When should I begin taking Social Security?
* How can I ensure that I leave the Legacy that I intend?
* Now that I am on my own, how do I get a handle on my finances?
* Can I align my investments with my values with a focus on Environmental, Social and Governance issues while still investing for my future?
We begin with a process of deep discovery to learn about what is important to you. We then work with you to develop a defined financial plan and implement a disciplined investment process based on the wealth of research from MS. Because our clients are extremely important, we work to consistently deliver a distinguished client service experience. For centuries, the Compass Rose has guided travelers on their journey to their planned destination. We look forward to guiding you on your journey.
* How should my assets be managed for the best likelihood of meeting my financial goals?
* What is the best way to fund my children’s and grandchildren’s education?
* When can I retire? What will my Retirement Paycheck look like?
* When should I begin taking Social Security?
* How can I ensure that I leave the Legacy that I intend?
* Now that I am on my own, how do I get a handle on my finances?
* Can I align my investments with my values with a focus on Environmental, Social and Governance issues while still investing for my future?
We begin with a process of deep discovery to learn about what is important to you. We then work with you to develop a defined financial plan and implement a disciplined investment process based on the wealth of research from MS. Because our clients are extremely important, we work to consistently deliver a distinguished client service experience. For centuries, the Compass Rose has guided travelers on their journey to their planned destination. We look forward to guiding you on your journey.
Education and Experience
• Boston University
MBA – Finance Concentration
• Bates College
BA – Mathematics
Industry Experience
1987 - Present: Morgan Stanley Wealth Management
• 1987-1996 – Financial Advisor – Boston, MA
• 1996-1997 – Producing Assistant Branch Manager – Waltham, MA
• 1997-2010 – Branch Office Manager – Portland, ME
• 2010 – Present – Financial Advisor, Portland, ME
Licenses
• Series 7 Licensed – General Securities Representative
• Series 65 Licensed – Uniform Investment Advisor Law
• Series 63 Licensed – Uniform Securities Agent State Law
• Series 3 Licensed – National Futures/Commodities; Managed Futures
• SIE – Securities Industry Essentials
• Series 8 – General Securities Sales Supervisory
• Life and Health Insurance Licensed
• Long Term Care Insurance Licensed
• NMLS #1268463 National Mortgage Licensing System
Designations
• Certified Financial Planner
• Investing with Impact Director (IWID)
• Financial Planning Specialist
MBA – Finance Concentration
• Bates College
BA – Mathematics
Industry Experience
1987 - Present: Morgan Stanley Wealth Management
• 1987-1996 – Financial Advisor – Boston, MA
• 1996-1997 – Producing Assistant Branch Manager – Waltham, MA
• 1997-2010 – Branch Office Manager – Portland, ME
• 2010 – Present – Financial Advisor, Portland, ME
Licenses
• Series 7 Licensed – General Securities Representative
• Series 65 Licensed – Uniform Investment Advisor Law
• Series 63 Licensed – Uniform Securities Agent State Law
• Series 3 Licensed – National Futures/Commodities; Managed Futures
• SIE – Securities Industry Essentials
• Series 8 – General Securities Sales Supervisory
• Life and Health Insurance Licensed
• Long Term Care Insurance Licensed
• NMLS #1268463 National Mortgage Licensing System
Designations
• Certified Financial Planner
• Investing with Impact Director (IWID)
• Financial Planning Specialist
Community Involvement
Robin has spent over 20 years as a Financial Advisor (FA) and 13 years as a Branch Manager. As a Financial Advisor, she has worked with clients aligning their investments with their values and helping them achieve their financial goals and dreams. Robin has developed her credentials as an FA She has the skills to coordinate advice to the ultra-high net worth in all aspects of their wealth management including estate planning strategies, investments, and risk and liquidity management. In working with Robin, you gain access to the intellectual capital and resources of our firm to aid in managing your personal finances. Robin has the experience, the knowledge and (crucially) the passion to lead investors who want to make a positive change for their world, their financial lives and their families.
Olympia Snowe Women's Leadership Institute
An inaugural member of the Olympia’s Leaders Advisors, within the Olympia Snowe Women’s Leadership Institute, Robin mentored high School girls to cultivate their Values, Voice and Vision. She is now a member of the board of directors and serves as a member of the Programming and the Development Committees.
American Heart Association & Maine Women's Fund
Robin chaired The American Heart Association’s “Go Red for Women” annual event in Maine raising over $500,000. In 2021 she was honored with The Crystal Heart award for dedication to awareness and raising funds to support “Go Red For Women”. She has served on the board of the Maine Women’s Fund and chaired its Investment Committee for over twenty years. She is also a former board member and past president of Women Standing Together, mentoring women entrepreneurs and leaders in Maine.
Local Commitments
At First Parish Church in Yarmouth, Robin founded the Endowment Committee and served on the Church Council. Active with Bates College Alumni, Robin acts as a Lead Class Agent, Mount David Society and College Key Member, and is on the Portland Bates Network Committee.
Safe Passage & BuildOn in Mali Africa
Robin worked with Safe Passage supporting education of children living in the Guatemala City garbage dump. With BuildOn, her family helped to build a school in Mali, Africa.
Upcoming Firm Events
We hope you will join us for this upcoming event.
AI Revolution: The Breakthrough, the Buzz and a Blueprint for the Future
We invite you to watch the replay from our thought-provoking conversation on artificial intelligence (AI) with James Dyett, OpenAI's Head of Enterprise & Strategic Sales, Keith Weiss, Morgan Stanley's Head of U.S. Software Research Jeff McMillan, Morgan Stanley's Head of Firmwide Artificial Intelligence, recorded on Monday, March 24.
CRC4303146 03/2025
Online
Additional Replays
Client Service Team
Heather Levasseur - Senior Registered Client Service Associate
Phone:
(207) 771-0822(207) 771-0822
Email:Heather.Levasseur@morganstanley.com
Heather is responsible for the management and execution of our client service and relationship building strategies. She plays an integral role in the day to day operations of the team and dedicates herself to serving our clients’ needs with the highest level of customer care. Her problem-solving skills, attention to detail and eagerness to help are invaluable to our team.
Heather has nearly 3 decades experience having served in various positions in the financial services field. Prior to starting her career at Smith Barney in New Jersey in 1994, she also proudly served our country in the U.S. Navy.
Originally from Missouri, Heather met her husband, Michael, in the U.S. Navy. She has two children, Brett and Thomas, and she and her husband live in Saco, Maine. Her hobbies include quilting, going for long walks and reading, a passion she inherited from her father.
Heather has nearly 3 decades experience having served in various positions in the financial services field. Prior to starting her career at Smith Barney in New Jersey in 1994, she also proudly served our country in the U.S. Navy.
Originally from Missouri, Heather met her husband, Michael, in the U.S. Navy. She has two children, Brett and Thomas, and she and her husband live in Saco, Maine. Her hobbies include quilting, going for long walks and reading, a passion she inherited from her father.
Location
100 Middle St
3rd Fl
Portland, ME 04101
US
Direct:
(207) 771-0888(207) 771-0888
Toll-Free:
(800) 442-6722(800) 442-6722
Fax:
(207) 771-0870(207) 771-0870
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
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Robin Hodgskin today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
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
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
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
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
