Phone:
(703) 556-8162(703) 556-8162
The Geiger Group at Morgan Stanley
Direct:
(703) 556-8162(703) 556-8162
Our Mission Statement
Experienced wealth planning services for your life and legacy goals
Our story
The Geiger Group has over 40 years of combined experience in the financial services industry working with affluent families, entrepreneurs, corporations, corporate executives and private business owners. The structure of our team allows us to work together cohesively and seamlessly, using our individual strengths and abilities to create a deep knowledge base that we apply to building collaborative, long-term relationships. We believe that managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals. As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue. Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Financial Planning Process
At the Geiger Group, financial planning is an integral part of our practice. It helps us know what your goals are and what is important to you, which then helps drive our wealth management strategy for you.
1. Discovery Meeting
We begin working with you by having a conversation to understand your unique financial situation. We establish your goals and what you are looking to accomplish while working with our team.
2. Financial Plan
Once we have a strong understanding of your financial situation and goals, we create a strategic plan to help achieve those goals, both for the long-term and the short-term. By incorporating the various Morgan Stanley resources, we aim to construct a plan that captures the important details of your life.
3. Communicating Your Plan
We meet with you to present your plan so you understand the strategies that go behind it and how they impact your overall financial picture.
4. Ongoing Review
Once your plan is implemented, we review and track the progress of your plan. Always keeping the client's interests first, we update the plans as needed to help ensure we remain on track to achieve your objectives.
Recognized as one of Americas Top 1000 Financial Advisor by Barron's Magazine in 2009 - Sean Geiger
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.
2019 Five Star Wealth Advisor Award
Source: fivestarprofessional.com (Awarded 2019) This award was issued in 2019. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria from 12/31/18 - 8/9/19.
Source: Barron's.com (Awarded Feb 2009) Data compiled by Barron's based on time period from Sept 2007 - Sept 2008.
2019 Five Star Wealth Advisor Award
Source: fivestarprofessional.com (Awarded 2019) This award was issued in 2019. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria from 12/31/18 - 8/9/19.
Modern Wealth Management Tools and Resources
Morgan Stanley has many digital resources for clients. Take a look at some below.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online today
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get started today
Total Wealth View
Total Wealth View allows us to have a more complete picture of your financial profile. By linking your external accounts, we can deliver a more educated and holistic wealth plan for you.
Learn more about Total Wealth View
Portfolio Risk Platform
Morgan Stanley’s Portfolio Risk Platform combines our industry expertise and BlackRock’s Aladdin Risk Engine to provide a leading single solution that helps you see the potential impact of historical and hypothetical market shocks on your portfolio. The platform utilizes thousands of potential risk factors to help us understand together how risk may affect your portfolio, including investments you hold with Morgan Stanley and externally.
Learn more about our Portfolio Risk PlatformLocation
1650 Tysons Blvd
Suite 1000
McLean, VA 22102
US
Direct:
(703) 556-8162(703) 556-8162
Meet The Geiger Group
Phone:
(703) 556-8197(703) 556-8197
Benjamin Brennan
Portfolio Associate
Phone:
(703) 556-8185(703) 556-8185
Stephen R. Curtis
Team Administrator
Phone:
(703) 556-8191(703) 556-8191
About Sean P. Geiger
As a senior advisor on The Geiger Group at Morgan Stanley, Sean brings 29 years in the industry experience as a wealth manager. He offers both competent and professional advice. By combining Sean’s knowledge of wealth management and desire to help people live more meaningfully, he has realized his professional and personal goals.
Sean provides comprehensive wealth management advice. His focus is on how to help his clients grow, preserve and distribute their assets in the face of volatile financial markets and life-changing events. He can help individuals and families seek a comfortable retirement, tackle long-term-care issues, and other factors that may erode wealth over time.
Sean believes a balanced life is the essence of happiness. As such, he is dedicated to helping his community be a better place to live and work.
Sean provides comprehensive wealth management advice. His focus is on how to help his clients grow, preserve and distribute their assets in the face of volatile financial markets and life-changing events. He can help individuals and families seek a comfortable retirement, tackle long-term-care issues, and other factors that may erode wealth over time.
Sean believes a balanced life is the essence of happiness. As such, he is dedicated to helping his community be a better place to live and work.
Securities Agent: KY, WI, WA, VT, VA, TX, TN, SC, OR, OK, OH, NV, NM, NJ, NC, MT, MI, MD, MA, KS, IN, WV, IL, GA, FL, DE, DC, CT, CO, NH, CA, AZ, AR, NY, AL, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1403979
NMLS#: 1403979
About Chris McGrath
Chris is an Advisor with The Geiger Group at Morgan Stanley. He focuses on portfolio management, market analysis and implementing investment strategies.
Chris has been guiding seasoned business owners, corporate executives and other high net worth individuals and families through the wealth management process for over a decade. After taking time to understand a client’s unique needs and goals, he constructs strategies tailored to meet their immediate and long-term objectives. Chris believes that creating a plan for a client’s financial future is key to their success, as is maintaining that plan as a client’s priorities inevitably evolve over the years.
Chris received his MBA from University of Maryland’s Smith School of Business in 2015 and holds a BA from University of Delaware in 2006. His long running passion for investing and financial markets began during his undergraduate work, where he held a leadership role at the school’s investment club. During his graduate studies, he was the Portfolio Manager of the school’s Global Endowment Fund, where he managed a team of analysts and directed the fund’s investment decisions. In his free time, Chris enjoys a wide variety of sporting and physical activities – including golf, soccer, racquetball and paddle boarding.
Chris has been guiding seasoned business owners, corporate executives and other high net worth individuals and families through the wealth management process for over a decade. After taking time to understand a client’s unique needs and goals, he constructs strategies tailored to meet their immediate and long-term objectives. Chris believes that creating a plan for a client’s financial future is key to their success, as is maintaining that plan as a client’s priorities inevitably evolve over the years.
Chris received his MBA from University of Maryland’s Smith School of Business in 2015 and holds a BA from University of Delaware in 2006. His long running passion for investing and financial markets began during his undergraduate work, where he held a leadership role at the school’s investment club. During his graduate studies, he was the Portfolio Manager of the school’s Global Endowment Fund, where he managed a team of analysts and directed the fund’s investment decisions. In his free time, Chris enjoys a wide variety of sporting and physical activities – including golf, soccer, racquetball and paddle boarding.
Securities Agent: PA, WA, TN, AL, CA, KS, MD, WI, KY, OR, VA, OK, MI, FL, AZ, GA, IL, IN, WV, MT, CO, NJ, NY, NH, AR, OH, SC, TX, MA, NC, DC, DE, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 826517
NMLS#: 826517
About Benjamin Brennan
Ben provides support in all phases of client service, relationship management and account maintenance, and assists with the business activities for the Geiger Group. He focuses on understanding clients' needs and communicating with them frequently. Ben is committed to delivering the highest level of professionalism and exemplary service to every client.
Ben is a 2014 graduate from Franklin and Marshall College in Lancaster, PA with a major in Business, Organizations, and Society and a minor in Economics. After graduation, he became Series 7 and 66 registered while working at the Morgan Stanley office in York, PA. He also holds the CFP designation.
Ben grew up in Baltimore, Maryland and now resides in Arlington, Virginia with his wife, Ivana. He enjoys watching and playing sports, as well as spending time exploring the D.C. area with his wife.
Ben is a 2014 graduate from Franklin and Marshall College in Lancaster, PA with a major in Business, Organizations, and Society and a minor in Economics. After graduation, he became Series 7 and 66 registered while working at the Morgan Stanley office in York, PA. He also holds the CFP designation.
Ben grew up in Baltimore, Maryland and now resides in Arlington, Virginia with his wife, Ivana. He enjoys watching and playing sports, as well as spending time exploring the D.C. area with his wife.
Contact Sean P. Geiger
Contact Chris McGrath
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
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact The Geiger Group today.
1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley 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.
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.
7When 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.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley 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.
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.
7When 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.
8Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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)
