Phone:
(954) 713-8485(954) 713-8485
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Eric Levy, CFP® has been recognized as an industry leader.
• Forbes/SHOOK Best-In-State Wealth Advisors, 2021, 2022, 2024
2021, 2022, and 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2022, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Eric Levy, CFP® has been recognized as an industry leader.
• Forbes/SHOOK Best-In-State Wealth Advisors, 2021, 2022, 2024
2021, 2022, and 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2022, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
Our wealth management approach focuses on you, your family, and your career - where you are today and where you want to go. Working together, we develop the strategies to help you get there, navigating life's challenges and helping you make more informed decisions about your wealth.
Introductory Call
We begin with an informal conversation to understand your financial concerns and determine how we can add value. If we all agree to move forward, we'll schedule our next meeting and request important financial information.
Discovery Meeting
We continue the dialogue by fostering an in-depth conversation where we learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you've prepared and define your priorities.
Analysis and Plan Development
Here, we utilize proprietary financial planning to develop a personalized and detailed plan with recommendations to help you grow, preserve, and transfer wealth.
Implementation
In this step, we present appropriate strategies that are designed to work together to achieve your goals. Upon your approval, we open new accounts for you at Morgan Stanley and initiate our investment recommendations. We also begin to implement other strategies we've discussed. These often encompass tax minimization strategies, as well as risk management techniques.
Monitoring & Performance Tracking
We will be closely monitoring your assets and analyzing the performance tracking data to ensure your plan is staying on track and your financial needs are being met.
Comprehensive Financial Planning
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, we can help you achieve your financial goals.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
We can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
2024 Tax Tables
This helpful resource outlines the 2024 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Manage Debt
We thoroughly review your loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Insurance
We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals.
Retirement
Leading up to and through retirement, The Seven Isles Intracoastal Group helps you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve for financial goals.
Estate Planning Strategies
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. We regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost-effective way possible.
Managing Investments
We take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
Valuable Investor Resources
The below resources are meant to transform complex financial analysis and research into concise and easily digestible content.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
WHY A TRUST MAY BE RIGHT FOR YOU:
A trust fund is set up in order to control and manage assets of senior clients. These legal and financial agreements involve three key parties: the Grantor (the client), the trustee, and one or more beneficiaries.
Find the Trust that is Best Suited to You:
- TRUST TRANSFERS: While certain elements of a trust may be set in stone, the person or institution named to act as trustee often is not. A trustee holds fiduciary responsibility to manage and administer trust under the terms of the trust document in a manner most advantageous to the beneficiaries of the trust.
- LIVING TRUST: A living trust is created during the lifetime of the grantor.
- TESTAMENTARY TRUST: A trust created under a will.
- REVOCABLE TRUST: With a revocable trust, as long as the grantor is alive, the grantor can amend and revoke the trust. With a revocable trust all income is generally paid to the grantor as long as the grantor is alive. A revocable trust is used as a will substitute. A revocable trust allows the avoidance of probate for all assets contributed to the revocable trust.
- IRREVOCABLE TRUST: An irrevocable trust is a trust that cannot be easily amended or revoked. Assets contributed to an irrevocable trust are completed gifts and no longer belong to the grantor. This means that all assets contributed to an irrevocable trust are removed from the grantor’s estate and are not subject to probate.
- SPECIAL NEEDS TRUST: A Special Needs Trust (SNT) is an irrevocable trust created to ensure that a beneficiary who has a disability can enjoy the use of property held in trust for his or her benefit.
Location
350 East Las Olas Blvd
Ste 1500
Ft Lauderdale, FL 33301
US
Direct:
(954) 713-8485(954) 713-8485
Meet Seven Isles Intracoastal Group
Christopher Railey
Senior Registered Client Service Associate
Phone:
(954) 713-8486(954) 713-8486
Keylana Nemnich
Wealth Management Analyst, Financial Planning Specialist
Phone:
(954) 713-8487(954) 713-8487
About Eric Levy, MBA
Eric started in the industry in 2001 at Merrill Lynch and worked on a large team consisting of seven financial advisors, two business and residential lending specialists, and two assistants. With each advisor focusing on different specialties, he was trained in every area of personal and business financial planning. This knowledge and experience give him the ability not only to understand client needs, but also to help clients understand the investment process. Eric began his career as a financial advisor at Morgan Stanley in 2002. He joined UBS in 2010, where he practiced until re-joining Morgan Stanley in 2022. He is a Financial Advisor, Certified Financial Planner™ professional, Senior Portfolio Manager, Alternative Investments Director and holds Series 7, 31 and 66 securities licenses as well as insurance licenses in life, health, and variable annuities. He is a Financial Industry Regulatory Authority (FINRA) registered representative, an Associated Person with the National Futures Association (NFA), and a Registered Investment Advisor Representative. He graduated with a double major from Florida Atlantic University with a B.A. in finance and business management and earned an M.B.A. from the H. Wayne Huizenga Graduate School of Business at Nova Southeastern University.
Eric focuses on financial planning, economic and investment strategy, and portfolio hedging strategies, with an emphasis on asset allocation and risk management in his research-based investment planning process. His extensive knowledge enables him to provide comprehensive advice in insurance, retirement, estate, and education planning. He works effectively with small business owners, professionals, divorcees, widows, and Florida Firefighters.
Eric is an avid pickleball player and snowboarder, has a history of competing in endurance races, and enjoys playing hockey. Eric was a founding member and past President of Boca Raton Triathletes. He was also involved in Tri Sharks, a business group for triathletes, The Jewish Federation of Broward County, was the founder and President of The Florida Kinds Youth Sports Foundation and serves as the Assistant Hockey Coach at Pine Crest High School. He lives in Pompano Beach, Florida, with his wife, Avril, their son, Dash, daughter Brecken and dogs Clover, Gertie, and Vail.
Eric focuses on financial planning, economic and investment strategy, and portfolio hedging strategies, with an emphasis on asset allocation and risk management in his research-based investment planning process. His extensive knowledge enables him to provide comprehensive advice in insurance, retirement, estate, and education planning. He works effectively with small business owners, professionals, divorcees, widows, and Florida Firefighters.
Eric is an avid pickleball player and snowboarder, has a history of competing in endurance races, and enjoys playing hockey. Eric was a founding member and past President of Boca Raton Triathletes. He was also involved in Tri Sharks, a business group for triathletes, The Jewish Federation of Broward County, was the founder and President of The Florida Kinds Youth Sports Foundation and serves as the Assistant Hockey Coach at Pine Crest High School. He lives in Pompano Beach, Florida, with his wife, Avril, their son, Dash, daughter Brecken and dogs Clover, Gertie, and Vail.
Securities Agent: MD, MN, MO, MT, PR, SC, UT, WI, WV, AZ, CA, CO, CT, FL, GA, IL, KY, MA, MI, NC, NJ, NV, NY, OH, OR, PA, TN, TX, VA, VT, WA, ME, AL, DC, DE, HI, IA, ID, IN, KS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2359440
NMLS#: 2359440
About Christopher Railey
Chris joined the team in 2011 after working for three years at the UBS Investment Center in Jersey City, NJ, where he provided advisory and brokerage services to clients and employees. He began his career in financial services in 1999 in the UBS Investment Banking division. In 2007, he was accepted into the UBS New Financial Advisor Development program, which led to his role at the UBS Investment Center, and eventually brought him to be a valued member of Seven Isles Intracoastal Group.
In addition to assisting with the day-to-day maintenance of accounts, Chris strives to enhance the client experience through an elevated service model which includes active communication with clients, processing requests, and resolving inquiries.
He holds Series 7 and 66 securities licenses, as well as insurance licenses for life, accident, health, and variable products. Originally a classically trained musician, Chris graduated from the Oberlin Conservatory of Music in 1989. After 13 years in the New York metropolitan area, he decided to move back to his native South Florida to be closer to family.
Chris is an avid gardener and enjoys traveling and exploring. An active member of The Miamians, a local barbershop chorus, he also volunteers every month with a barbershop quartet to sing to ailing children at a local hospital.
In addition to assisting with the day-to-day maintenance of accounts, Chris strives to enhance the client experience through an elevated service model which includes active communication with clients, processing requests, and resolving inquiries.
He holds Series 7 and 66 securities licenses, as well as insurance licenses for life, accident, health, and variable products. Originally a classically trained musician, Chris graduated from the Oberlin Conservatory of Music in 1989. After 13 years in the New York metropolitan area, he decided to move back to his native South Florida to be closer to family.
Chris is an avid gardener and enjoys traveling and exploring. An active member of The Miamians, a local barbershop chorus, he also volunteers every month with a barbershop quartet to sing to ailing children at a local hospital.
About Keylana Nemnich
Keylana started her career in New York City with the Morgan Stanley Rotational program where she gained experience across several divisions such as Private Banking group's Digital Client Experience, Investment Solutions Marketing, and Wealth Management. Prior to Morgan Stanley, she enhanced her technical skills with Granahan Investment Management as a valued member of the team.
As a Wealth Management Analyst with the Seven Isles Intracoastal group, Keylana establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies. She streamlines and enhances the client experience, developing customized financial plans and asset allocation proposals.
Keylana graduated from the University of Redlands with a Bachelor's in Global Business and departmental honors in Asian Studies and holds Series 7 and 66 securities licenses as well as insurance licenses in life, health, and variable annuities.
Originally from St. Louis, Missouri, Keylana loves to travel and cook and enjoys studying the Chinese language. She now resides in Pompano Beach, Florida, with her Husband, Charles, and their cat, Bentley.
As a Wealth Management Analyst with the Seven Isles Intracoastal group, Keylana establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies. She streamlines and enhances the client experience, developing customized financial plans and asset allocation proposals.
Keylana graduated from the University of Redlands with a Bachelor's in Global Business and departmental honors in Asian Studies and holds Series 7 and 66 securities licenses as well as insurance licenses in life, health, and variable annuities.
Originally from St. Louis, Missouri, Keylana loves to travel and cook and enjoys studying the Chinese language. She now resides in Pompano Beach, Florida, with her Husband, Charles, and their cat, Bentley.
Contact Eric Levy, MBA
Hear from Our Clients
Eric Levy and his team have been my CFP for close to 20 years. Eric is very smart, knowledgeable, and honest. For my particular investment needs, Eric has been particularly creative devising appropriate investment strategies. I have long been very happy with Eric and expect to continue our business relationship for a long time.
Jeff
Verified ClientJanuary 21, 2025
My husband and I have worked with Eric Levy and his excellent team for over ten years. He and his staff have always been responsive to our needs. By listening carefully to our goals, Eric has created a financial plan that is allowing us to approach our retirement with confidence. He takes the time to answer questions and explain strategies. He is willing to go the extra mile- we are fortunate to have found the right fit in Eric and his team.
Nikki
Verified ClientJanuary 21, 2025
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
3846129 9/24
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
John Fanning
Senior Private Banker
Leticia Teixeira, CFP®, CEPA®
Financial Planning Director, Vice President
Aashna Shahdadpuri
Planning Associate
About John Fanning
John Fanning is a Private Banker serving Morgan Stanley Wealth Management offices in Florida.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
John began his career in financial services in 1992, and joined Morgan Stanley in 2010 as a Financial Advisor. Prior to joining the firm, he was a Commercial Banker at SunTrust Bank (now Truist Bank) and Bank United. He also also served as a Finance Manager at Merrill Lynch Business Financial Services.
John is a graduate of Florida Atlantic University, where he received a Bachelor of Science in Finance. He lives in Fort Lauderdale, Florida with his family. Outside of the office, John enjoys coaching and watching his sons excel in sports, spending time with family and friends, and cheering on all South Florida sports team.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
John began his career in financial services in 1992, and joined Morgan Stanley in 2010 as a Financial Advisor. Prior to joining the firm, he was a Commercial Banker at SunTrust Bank (now Truist Bank) and Bank United. He also also served as a Finance Manager at Merrill Lynch Business Financial Services.
John is a graduate of Florida Atlantic University, where he received a Bachelor of Science in Finance. He lives in Fort Lauderdale, Florida with his family. Outside of the office, John enjoys coaching and watching his sons excel in sports, spending time with family and friends, and cheering on all South Florida sports team.
NMLS#: 803783
About Leticia Teixeira
Leticia Teixeira, CFP®, CEPA® is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Southeast Florida. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Leticia began her career in financial services in 2011 and joined Morgan Stanley in 2020. Prior to her current position, she worked at multiple Financial Services firms in Florida including RBC, Itaú and UBS.
Leticia graduated from Florida International University with a B.A. in Psychology and obtained an MBA in Organizational Management from Carlos Albizu University. She holds her Certified Financial Planner® and Certified Exit Planning Advisor® designations.
Outside of work, Leticia enjoys practicing her photography skills, family trips and volunteering at school activities. Leticia is originally from Sao Paulo, Brazil and she is fluent in English and Portuguese, and conversational in Spanish. She currently lives in Broward, FL with her husband and 2 children.
Leticia began her career in financial services in 2011 and joined Morgan Stanley in 2020. Prior to her current position, she worked at multiple Financial Services firms in Florida including RBC, Itaú and UBS.
Leticia graduated from Florida International University with a B.A. in Psychology and obtained an MBA in Organizational Management from Carlos Albizu University. She holds her Certified Financial Planner® and Certified Exit Planning Advisor® designations.
Outside of work, Leticia enjoys practicing her photography skills, family trips and volunteering at school activities. Leticia is originally from Sao Paulo, Brazil and she is fluent in English and Portuguese, and conversational in Spanish. She currently lives in Broward, FL with her husband and 2 children.
About Aashna Shahdadpuri
Aashna Shahdadpuri is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, she collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, she will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Aashna provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
She earned her undergraduate degree from Boston University and received the Financial Planning Specialist designation® from the College for Financial Planning. Aashna is originally from Dubai, U.A.E and currently resides in New York City.
She earned her undergraduate degree from Boston University and received the Financial Planning Specialist designation® from the College for Financial Planning. Aashna is originally from Dubai, U.A.E and currently resides in New York City.
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
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Ready to start a conversation? Contact Seven Isles Intracoastal Group 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.
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
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.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures
CRC 6491812 (04/2024)
