Louis E. Feinberg
Senior Vice President, Financial Advisor
Phone:
(407) 740-4909(407) 740-4909
The Feinberg Feinberg Schelling Group at Morgan Stanley
Direct:
(407) 740-4909(407) 740-4909
Toll-Free:
(800) 829-5105(800) 829-5105
Our Mission Statement
Working with you to help preserve and grow wealth for your long-term goals by providing customized investment and planning strategies for clients
Welcome
The Feinberg Feinberg Schelling Group At Morgan Stanley has over 100 years of combined experience advising clients through all kinds of market conditions and economic environments. Over and over, we hear the same question – “will I have enough money?” Our goal is to help our clients make good financial decisions, so they can feel secure about their future. Investments are an important part of that, of course, but we also work with clients to create financial plans that include wealth transfer, estate planning strategies, charitable giving and more. We want to be your first call before you make any decision involving money.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Experience
Working with many types of individuals and families has given our team the experience, perspective and skill to help you build a solid financial future. You will work with professionals who can translate your goals into a practical and comprehensive wealth plan — a unique approach to your financial future customized to you and your needs. Moreover, because we work as a team, you will always have access to a Financial Advisor who understands your specific goals and strategy.
Louis E. Feinberg | Senior Vice President | Financial Advisor
• More than 50 years helping clients
• "Five Star Wealth Manager" in Orlando Magazine for 2013
• Barron’s “Top 1000 Advisors,” 2009
• BS, University of North Carolina
• JD, University of Florida
• Previous Board Member with Tampa-Orlando-Pinellas Jewish Foundation, Temple Israel, Orlando Science Center, Winter Park Hospital
• "Five Star Wealth Manager" in Orlando Magazine for 2013
• Barron’s “Top 1000 Advisors,” 2009
• BS, University of North Carolina
• JD, University of Florida
• Previous Board Member with Tampa-Orlando-Pinellas Jewish Foundation, Temple Israel, Orlando Science Center, Winter Park Hospital
Andrew F. Feinberg | Senior Vice President | Financial Advisor
• More than 25 years of experience
• Been with the Feinberg Group since 1998
• BS, Finance, Florida State University
• JD, Thomas Cooley School of Law
• Investment Consultant designation from the Wharton School of Business
• Been with the Feinberg Group since 1998
• BS, Finance, Florida State University
• JD, Thomas Cooley School of Law
• Investment Consultant designation from the Wharton School of Business
Steven M. Schelling, CFP® | Senior Vice President | Financial Advisor
• More than 30 years with Morgan Stanley
• Served as both Branch Manager and Financial Advisor
• Works extensively with analytics and data-driven decision-making
• Background in technology with IBM
• BS, Computer and Electrical Engineering from Purdue University
• Member of Financial Planning Association (FPA)
• Served as both Branch Manager and Financial Advisor
• Works extensively with analytics and data-driven decision-making
• Background in technology with IBM
• BS, Computer and Electrical Engineering from Purdue University
• Member of Financial Planning Association (FPA)
Cyber Resiliency
Managing with Purpose
Location
250 S Park Avenue
Suite 500
Winter Park, FL 32789
US
Direct:
(407) 740-4909(407) 740-4909
Toll-Free:
(800) 829-5105(800) 829-5105
Meet The Feinberg Feinberg Schelling Group
Andrew F. Feinberg
Executive Director, Financial Advisor, Family Wealth Director
Phone:
(407) 740-4926(407) 740-4926
Steven M. Schelling, CFP®
Senior Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Workplace Advisor – Equity Compensation, Portfolio Manager
Phone:
(407) 740-4923(407) 740-4923
Jacqueline Diaz
Senior Client Service Associate
Phone:
(407) 740-4976(407) 740-4976
About Louis E. Feinberg
Louis is the Senior Partner and founder of the Feinberg Group. He has been serving our clientele with distinction and professionalism since 1966, and still works with a number of original clients and their descendants.
Louis has earned a number of industry awards and recognitions. He was selected as one of Barron's Top 1000 Advisors nationwide in 2009. Louis was also recognized as a "Five Star Wealth Manager" in Orlando Magazine for 2013.
Louis earned his undergraduate degree from the University of North Carolina in Chapel Hill, and received a Juris Doctor Degree from the University of Florida. Although not practicing law, he has been a member of the Florida Bar since 1965. Additional study in Finance and Wealth Management was completed at the Wharton School of Business at the University of Pennsylvania.
Louis is a committed and passionate supporter of many civic and religious organizations. He is a founding member of Tampa-Orlando-Pinellas Jewish Foundation and served as a past President, Treasurer and Chairman of the Investment Committee; a past President and board member of Temple Israel; President and Chairman of the Past Presidents-Board of Trustees of the Orlando Science Center; a founding member and past Treasurer of the Jewish Community Center of Orlando; and a member of the Board of Trustees of Winter Park Hospital and Winter Park Health Foundation.
Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2009) Data compiled by Barron's based on time period from Sept 2007 - Sept 2008.
Five Star Wealth Advisor Award
This award was issued in 2013. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Louis has earned a number of industry awards and recognitions. He was selected as one of Barron's Top 1000 Advisors nationwide in 2009. Louis was also recognized as a "Five Star Wealth Manager" in Orlando Magazine for 2013.
Louis earned his undergraduate degree from the University of North Carolina in Chapel Hill, and received a Juris Doctor Degree from the University of Florida. Although not practicing law, he has been a member of the Florida Bar since 1965. Additional study in Finance and Wealth Management was completed at the Wharton School of Business at the University of Pennsylvania.
Louis is a committed and passionate supporter of many civic and religious organizations. He is a founding member of Tampa-Orlando-Pinellas Jewish Foundation and served as a past President, Treasurer and Chairman of the Investment Committee; a past President and board member of Temple Israel; President and Chairman of the Past Presidents-Board of Trustees of the Orlando Science Center; a founding member and past Treasurer of the Jewish Community Center of Orlando; and a member of the Board of Trustees of Winter Park Hospital and Winter Park Health Foundation.
Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2009) Data compiled by Barron's based on time period from Sept 2007 - Sept 2008.
Five Star Wealth Advisor Award
This award was issued in 2013. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Securities Agent: MO, CT, SC, AL, WI, VA, OR, OH, MN, IN, IL, WA, TN, NC, FL, UT, PA, NY, NJ, MD, ID, RI, CA, AZ, MI, LA, KS, GA, TX, DC, CO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1268395
NMLS#: 1268395
About Andrew F. Feinberg
Andrew works with clients to craft wealth management and investment strategies. He began his career with Morgan Stanley in 1997, and soon thereafter joined with his father in 1998. Andrew earned a BS in Finance from Florida State University, and a Juris Doctor Degree from the Thomas M. Cooley Law School . He earned his Investment Consultant designation from the Wharton School of Business at the University of Pennsylvania.
While not currently practicing law, Andrew has been a member of the Florida Bar and Orange County Bar since 1997. He formerly served on the Board of Trustees for the Florida State University Foundation, and currently serves on the TOP Jewish Foundation, and as a board member for Temple Israel of Winter Springs. He is a past board member of the JCC of Greater Orlando, and is a graduate of Leadership Orlando.
While not currently practicing law, Andrew has been a member of the Florida Bar and Orange County Bar since 1997. He formerly served on the Board of Trustees for the Florida State University Foundation, and currently serves on the TOP Jewish Foundation, and as a board member for Temple Israel of Winter Springs. He is a past board member of the JCC of Greater Orlando, and is a graduate of Leadership Orlando.
Securities Agent: NC, CT, NY, IN, IL, ID, TN, MD, DC, VA, MO, LA, UT, RI, NV, FL, SC, PA, MI, MA, KY, NJ, DE, CO, KS, AZ, AL, WI, WA, MN, GA, OR, CA, NM, ME, TX, OH, ND; General Securities Representative; Investment Advisor Representative
NMLS#: 1290540
NMLS#: 1290540
About Steven M. Schelling
Steve brings a varied background to helping clients grow, protect and pass on their wealth. He has been with Morgan Stanley for more than 20 years, working in roles as a branch manager and a financial advisor. He joined the Feinberg Group in 2014 and is using his leadership experience to guide clients through complex decisions and market cycles. Steve earned a BS in Computer and Electrical Engineering from Purdue University and additional study at the Wharton School of Business. His previous 10 year career with IBM is invaluable experience for helping make good investment decisions.
Steve is active in our community serving in leadership roles in YMCA, Boys & Girls Clubs, and Boy Scouts. He is married, the father of 3 teenage boys, and enjoys golf, basketball and scuba diving.
Steve is active in our community serving in leadership roles in YMCA, Boys & Girls Clubs, and Boy Scouts. He is married, the father of 3 teenage boys, and enjoys golf, basketball and scuba diving.
Securities Agent: SC, CT, VT, OR, MD, IN, TN, NH, LA, ID, CA, IL, DC, VA, NY, NC, MA, WI, NM, NJ, KS, FL, CO, AZ, AL, OH, MI, TX, GA, DE, UT, RI, MO, MN, WA, PA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1268272
NMLS#: 1268272
About Jacqueline Diaz
Jackie is a 30 year veteran within the Financial Services Industry. She joined Morgan Stanley and the Feinberg Group over 20 years ago. As a Senior Client Service Associate, her primary responsibility is to provide the suite of account management services to the Feinberg Group clients and help ensure they are delivered with the highest quality. Among her many duties, Jackie works with the attorneys of our clients to coordinate our mutual efforts with estate and trust accounts. Jackie is married and the mother of two children
Contact Louis E. Feinberg
Contact Andrew F. Feinberg
Contact Steven M. Schelling
Wealth Management
From Our Team
Feinberg Feinberg Schelling Group Brochure
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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
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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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 The Feinberg Feinberg Schelling 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.
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
5Morgan 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.
6When 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
8Insurance 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 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
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
5Morgan 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.
6When 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
8Insurance 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 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)
