Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(316) 630-4427(316) 630-4427
Brown and Burrus Group at Morgan Stanley
Direct:
(316) 383-8300(316) 383-8300
Toll-Free:
(800) 365-4888(800) 365-4888
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Us
At the Brown and Burrus Group, our mission is to help identify your ideal financial destination and develop comprehensive strategies designed to get you where you want to go. Combining insight gained from over 35 years of collective experience with the powerful resources of Morgan Stanley we translate your goals into an actionable financial strategy. Our goal is to design a plan to build assets, preserve wealth and ensure a successful financial life and legacy. Our team focuses on addressing the lifelong needs of families with multigenerational wealth. With a built-in succession plan, we will be there to advise you through every stage of your career, into your retirement and on to the goals of the next generation.
We look forward to learning more about you and your family, and discussing how we can help you reach your goals.
We look forward to learning more about you and your family, and discussing how we can help you reach your goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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.
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.
Donor Advised Funds
With MS GIFT, your charitable giving becomes streamlined, strategic, and deeply personal. Whether you’re making a single grant or managing a multi-year giving plan, the MS GIFT platform makes it easy—with intuitive tools, seamless advisor collaboration, and thoughtful support every step of the way.
Learn More about MS GIFT Here
Tax Efficient Investing
Learn more about the potential advantages of a direct indexing strategy and how it can help you meet your financial goals.
Click Here to Learn More about Direct Indexing
Planning for Retirement
Here’s how a financial plan can help you stay on track, adapt to uncertainty and make confident decisions.
What is a Financial Plan and Why Do I need one?
Staying on Track with Your Plan
Don’t worry if your financial goals look out of reach now based on what you’ve saved. There are ways to adjust course that are easier than you may think.
What to Do If You Are Off Track on Your Goals
Healthcare
Health care costs are rising—especially for retirees, and some may need long-term care. Learn the moves you can make to help prepare yourself.
Planning for the Rising Costs of Healthcare
Financial Planning Analysis
To begin your complementary financial planning analysis, please click the link below.
View Financial Planning Questionnaire Here
Social Security
Maximizing your Social Security retirement benefits can help you achieve other financial goals.
Social Security Benefits: It can Pay to Wait
Education Planning
They're tax friendly, flexible and available to anyone. Yet, 529 education savings plans are still underused. Here are five things that parents, grandparents and anyone hoping to get a leg up on college costs need to know.
5 Things You May Not Know About 529sManaging Family Wealth
Managing substantial family and multigenerational wealth can be highly complex and may prompt a range of unique considerations. Please refer to the resources below for additional guidance on ways to manage and preserve family wealth.
Families of Children with Disabilities
For parents and guardians of children with disabilities, financial planning is an essential part of their care. While every family is different, here are some steps to consider as you put a plan in place that provides your child with access to resources and support during your lifetime and beyond.
Financial Steps to Consider
Family Wealth Conversations
Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.
How to Break the Ice Around Family FinancesPhilanthropy
Millennials and Gen Z are bringing new energy to the future of giving and civic engagement.
Empowering the Next Generation of Philanthropists
The Next Generation
As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.
Teaching Teens About MoneyCommunity Involvement
Giving back is a core value for both Morgan Stanley and our team.
Kevin Brown
Kevin and Melanie dedicate time and resources to supporting the local non-verbal community through Spellers Communication, reflecting their priority to help individuals with autism find a voice. They also volunteer with and support animal rescue organizations; as owners of multiple setters, they are currently involved with Gordon Setter Rescue. In addition, they actively support their church’s community outreach, including volunteering at the local women’s shelter.
Eric Burrus
Eric serves on the Finance Council for the Church of the Magdalen. He is a former board member for Support for Catholic Schools (SCS), a scholarship-granting organization for the Catholic Diocese of Wichita that facilitates $3.4 million in annual scholarships for at-risk students. Alongside his wife, he actively volunteers within their parish and supports youth development through the Wichita Swim Club, a member-run non-profit dedicated to competitive swimming.
Managing Your Money in the 21st Century
We offer a comprehensive suite of tools to manage your wealth more effectively in today’s busy world. We are happy to assist you in signing up for any of these services.
Morgan Stanley Online (MSO)
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
Click Here to Learn More
Morgan Stanley Mobile App
The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online – all from the convenience of your own phone. It also offers features to simplify your everyday finances. These include mobile check deposit and Send Money with Zelle, a convenient way to send and receive money.
Click Here to Learn More
E-Authorization
With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.
Click Here to Learn More
E-Sign
E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures for necessary paperwork. There is no registration process to begin using E-Sign – all you need is a valid email address and phone number.
Click Here to Learn More
E-Delivery
E-Delivery allows you to securely save, print, send and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
Click Here to Go Paperless
Digital Vault
The Digital Vault allows you to build a centralized library for all your documents using encryption.
Click Here to Learn More
Total Wealth View
With this service, you can view all your assets and liabilities together – whether held at Morgan Stanley or elsewhere – in one place for a comprehensive overview of your assets.
Click Here to Learn More
Goals Planning System (GPS)
GPS is our financial planning software. It helps define what you want out of life, so we can create a financial framework to bring these goals to fruition.
Click Here to Learn MoreLocation
1617 N Waterfront Pkwy
Ste 200
Wichita, KS 67206
US
Direct:
(316) 383-8300(316) 383-8300
Toll-Free:
(800) 365-4888(800) 365-4888
Meet Brown and Burrus Group
Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Insurance Planning Director
Phone:
(316) 383-8314(316) 383-8314
Brian Lewallen
Senior Registered Client Service Associate
Phone:
(316) 383-8338(316) 383-8338
About Kevin W Brown
Kevin joined Salomon Smith Barney, a predecessor firm of Morgan Stanley Wealth Management in 1997. A year later, he partnered with Bob Cunningham to help form The Cunningham Brown Group. As a Financial Advisor, he provides wealth management and retirement planning services, taking a comprehensive approach to develop and implement investment, liability, and risk management strategies to help clients build and preserve wealth that can be passed on to future generations.
Since joining the firm, he has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation after meeting specific ethical requirements and successfully completing a rigorous examination administered by the Certified Financial Planner Board of Standards.
Kevin has also earned the title of Morgan Stanley Portfolio Management Director, placing him among a select group of Financial Advisors who are qualified by the firm—based on training, experience and commitment—to independently manage client assets.
Prior to his career as a financial advisor at Morgan Stanley Wealth Management, he was a Financial Analyst at Fourth Financial, a bank holding company in Wichita Kansas.
Kevin graduated at Wichita State University with a degree in Finance and a minor in Economics. He invests personal time into his community volunteering at St Anthony Family Shelter, local animal shelters, and with various fundraisers to help raise autism awareness. He and his wife Melanie, both born and raised in Wichita, met in middle school and have been blessed with their children, Cramer (1997), Autumn (2001), and Carter (2005).
Since joining the firm, he has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation after meeting specific ethical requirements and successfully completing a rigorous examination administered by the Certified Financial Planner Board of Standards.
Kevin has also earned the title of Morgan Stanley Portfolio Management Director, placing him among a select group of Financial Advisors who are qualified by the firm—based on training, experience and commitment—to independently manage client assets.
Prior to his career as a financial advisor at Morgan Stanley Wealth Management, he was a Financial Analyst at Fourth Financial, a bank holding company in Wichita Kansas.
Kevin graduated at Wichita State University with a degree in Finance and a minor in Economics. He invests personal time into his community volunteering at St Anthony Family Shelter, local animal shelters, and with various fundraisers to help raise autism awareness. He and his wife Melanie, both born and raised in Wichita, met in middle school and have been blessed with their children, Cramer (1997), Autumn (2001), and Carter (2005).
Securities Agent: AK, NV, MN, KS, CA, CO, OK, MI, NY, NM, MO, IN, FL, AL, UT, TX, MS, IL, HI, VA, OR, WA, MA, AR, DC, AZ, NE, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268451
CA Insurance License #: 1769652
NMLS#: 1268451
CA Insurance License #: 1769652
About Eric Burrus
Eric joined Morgan Stanley after 4 years at a local bond firm in Wichita. He brings a wealth of knowledge in the small business arena. Prior to entering the financial services industry, Eric was a successful entrepreneur in the restaurant industry. Eric worked for Deloitte in their Employee Benefits and International Assignment Services practice out of college.
Eric graduated from Rockhurst College with a degree in Accounting as well as a MBA with an emphasis in Finance from Rockhurst University. He enjoys traveling, playing golf and spending time with his wife, Tracy, and their three kids.
Eric graduated from Rockhurst College with a degree in Accounting as well as a MBA with an emphasis in Finance from Rockhurst University. He enjoys traveling, playing golf and spending time with his wife, Tracy, and their three kids.
Securities Agent: MI, CO, AK, MS, NE, NV, MN, HI, IN, CA, AZ, AR, MO, VA, OR, MA, KS, FL, NY, SC, OK, NM, NC, WA, TN, IL, UT, TX, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 1694675
CA Insurance License #: 4193335
NMLS#: 1694675
CA Insurance License #: 4193335
About Brian Lewallen
Brian joined Morgan Stanley and the Brown and Burrus Group in September 2021.
Prior to his career at Morgan Stanley, Brian worked in the industry at Wells Fargo in the banking area. He has previously worked at Scottrade, TD Ameritrade, Heartland Credit Union, Commerce Bank and Equity Bank. Brian holds Series 7 and Series 66 registrations.
Brian and his wife, Sarah, are the parents of 2 boys. He enjoys in his free time travelling to the west coast and watching NY Rangers hockey.
Prior to his career at Morgan Stanley, Brian worked in the industry at Wells Fargo in the banking area. He has previously worked at Scottrade, TD Ameritrade, Heartland Credit Union, Commerce Bank and Equity Bank. Brian holds Series 7 and Series 66 registrations.
Brian and his wife, Sarah, are the parents of 2 boys. He enjoys in his free time travelling to the west coast and watching NY Rangers hockey.
Contact Kevin W Brown
Contact Eric Burrus
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
Jerry Luckett Jr.
Private Banker
About Jerry Luckett Jr.
Jerry Luckett Jr. is a Private Banker serving Morgan Stanley Wealth Management offices in Oklahoma, Missouri, and Kansas.
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.
Jerry began his career in financial services in 2020 and joined Morgan Stanley in 2022. Prior to joining the firm, he was a Senior District Consumer Banker at Webster Bank.
Jerry is a graduate of the Southern Connecticut State University, where he received a Bachelor of Arts in Interdisciplinary Studies and a Master of Science in Sports and Entertainment Management. He currently lives in Tulsa, Oklahoma with his wife Gabriela and their dog Zoe.
Jerry was a former professional basketball player in Europe, and an All-Conference basketball player for Southern Connecticut State University. Outside of the office, he enjoys playing basketball, lifting weights, and making music.
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.
Jerry began his career in financial services in 2020 and joined Morgan Stanley in 2022. Prior to joining the firm, he was a Senior District Consumer Banker at Webster Bank.
Jerry is a graduate of the Southern Connecticut State University, where he received a Bachelor of Arts in Interdisciplinary Studies and a Master of Science in Sports and Entertainment Management. He currently lives in Tulsa, Oklahoma with his wife Gabriela and their dog Zoe.
Jerry was a former professional basketball player in Europe, and an All-Conference basketball player for Southern Connecticut State University. Outside of the office, he enjoys playing basketball, lifting weights, and making music.
NMLS#: 2109945
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Brown and Burrus Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’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.
3Morgan 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.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley’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.
3Morgan 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.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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), 4763067 (9/2025)
