Phone:
(570) 476-8546(570) 476-8546
The Hamilton Group at Morgan Stanley
Direct:
(570) 421-3100(570) 421-3100
Toll-Free:
(800) 445-2291(800) 445-2291
Our Mission Statement
“A promise must never be broken.”
“Experience is the oracle of truth.”
…Alexander Hamilton, founding father of the United States and architect of our nation’s financial system
“Experience is the oracle of truth.”
…Alexander Hamilton, founding father of the United States and architect of our nation’s financial system
Who We Are
The Hamilton Group is a team of experienced professional advisors with diverse backgrounds and knowledge that is dedicated to helping you reach your financial goals. We start each relationship by drawing upon our experience to develop a detailed and comprehensive plan that is used as the basis for the creation and management of a customized portfolio tailored to your objectives. The result is a strategy and portfolio that is uniquely yours and yours alone.
The Hamilton Group believes in personal service and striving to meet the unique needs of each of our valued client relationships. We hold ourselves to the highest standards of integrity and are devoted to the success of each of our clients.
The Hamilton Group believes in personal service and striving to meet the unique needs of each of our valued client relationships. We hold ourselves to the highest standards of integrity and are devoted to the success of each of our clients.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Upcoming Firm Events
We hope you will join us for this upcoming event.
AI Revolution: The Breakthrough, the Buzz and a Blueprint for the Future
We invite you to watch the replay from our thought-provoking conversation on artificial intelligence (AI) with James Dyett, OpenAI's Head of Enterprise & Strategic Sales, Keith Weiss, Morgan Stanley's Head of U.S. Software Research Jeff McMillan, Morgan Stanley's Head of Firmwide Artificial Intelligence, recorded on Monday, March 24.
CRC4303146 03/2025
Online
Additional Replays
Intro to Video Series
The Hamilton Group is starting a new monthly video series to keep our clients up to date on the latest market events and thoughts on the economy.
The Psychology of Investing
Watch Video HereLocation
701 Main St
Ste 501
Stroudsburg, PA 18360
US
Direct:
(570) 421-3100(570) 421-3100
Toll-Free:
(800) 445-2291(800) 445-2291
Fax:
(570) 426-2800(570) 426-2800
Meet The Hamilton Group
Phone:
(570) 476-8530(570) 476-8530
Tarik El-Bassiouni
Associate Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(570) 476-8544(570) 476-8544
Sharon Starkes
Senior Client Service Associate
Phone:
(570) 476-8540(570) 476-8540
About Jeffrey T Weekes
Jeff Weekes is a First Vice President-Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional and Portfolio Management Director who has been with the firm for 40 years. His experience in financial planning and financial analysis helps to provide reasoned and thorough advice to our clients. He is committed to using his experience and education to inform, advise and service his clients. He and his team manage more than $600 million in client assets as of July, 2024.
Jeff is a board member of the College for Financial Planning in Denver, Co. Jeff is a 1982 graduate of Colgate University with a concentration in Economics. He is a graduate of the College of Financial Planning and became a CERTIFIED FINANCIAL PLANNER™ professional in 1994. He is a member of the CFP Board’s Sanction and Fitness Standards Commission and Appeals Commission.
Jeff lives in Hamilton Township with his wife of 38 years, Elizabeth Bensinger Weekes. They have two children, Alex and Emily, as well as two golden retrievers. When he is not studying the financial markets he enjoys CrossFit, running, biking, golf and snowboarding.
Although Jeff has helped hundreds of clients transition into retirement over the years, he loves what he does and is not interested in retiring himself.
Jeff is a board member of the College for Financial Planning in Denver, Co. Jeff is a 1982 graduate of Colgate University with a concentration in Economics. He is a graduate of the College of Financial Planning and became a CERTIFIED FINANCIAL PLANNER™ professional in 1994. He is a member of the CFP Board’s Sanction and Fitness Standards Commission and Appeals Commission.
Jeff lives in Hamilton Township with his wife of 38 years, Elizabeth Bensinger Weekes. They have two children, Alex and Emily, as well as two golden retrievers. When he is not studying the financial markets he enjoys CrossFit, running, biking, golf and snowboarding.
Although Jeff has helped hundreds of clients transition into retirement over the years, he loves what he does and is not interested in retiring himself.
Securities Agent: CO, GA, VT, KY, DC, NH, TN, SC, IN, WA, PA, NJ, MA, CA, AZ, WI, CT, TX, OR, NC, ME, MD, IL, OH, NY, NV, DE, OK, MI, LA, KS, FL, VA, UT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1587178
NMLS#: 1587178
About Lisa A Cardwell
Lisa Cardwell is a First Vice President-Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional serving individuals and business owners for more than 25 years. Her extensive knowledge in financial planning - retirement, estate strategies, education and asset allocation - helps our group provide comprehensive financial planning to every one of our clients. Her prior work experience in commercial lending and as a small business owner enable her to advise our clients with an informed perspective.
Lisa graduated with honors from King's College with a BS in Business Administration and holds a MBA from Moravian College. She served as President of the Board of Pocono Services for Families and Children, President of the Pocono Arts Council and as a member of the Kiwanis club. She currently serves on the board of Monroe County Meals on Wheels.
She and her husband, David, have been married 35 years and reside in Hamilton Township with their daughter, Krystal, their 2 dogs and 3 cats.
Lisa graduated with honors from King's College with a BS in Business Administration and holds a MBA from Moravian College. She served as President of the Board of Pocono Services for Families and Children, President of the Pocono Arts Council and as a member of the Kiwanis club. She currently serves on the board of Monroe County Meals on Wheels.
She and her husband, David, have been married 35 years and reside in Hamilton Township with their daughter, Krystal, their 2 dogs and 3 cats.
Securities Agent: VT, VI, ME, ID, IA, AL, WY, WV, KS, NM, NJ, MT, UT, AZ, NE, KY, OR, PA, RI, SC, SD, TX, VA, WI, MA, NH, MS, MO, ND, DE, DC, MI, FL, IN, MD, CT, WA, CO, TN, PR, OK, OH, AR, NY, NV, NC, MN, LA, IL, HI, GA, CA, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1310753
NMLS#: 1310753
About Tarik El-Bassiouni
Tarik El-Bassiouni is a Financial Advisor and Financial Planning Specialist who understands the importance of world class capabilities and the value of human relationships. For well over a decade he has used his passion for people and finance to advise high net worth clients on all aspects of their wealth management needs. He seeks to provide clients with a sense of well-being not simply through skill and a broad range of investment products, but by making the wealth management process a positive, personal experience. Prior to joining Morgan Stanley, Tarik spent 8 years at a Fortune 100 insurance company where he provided insurance and estate planning solutions to affluent individuals and their families.
A leader in the community, Tarik serves on the board of directors for multiple local organizations including, Women’s Resources of Monroe County, a non-profit who provides shelter and services to victims of abuse and the Stroud Area Region Tennis Association. In addition, he is actively involved in coaching local youth sports and is a member of the Varsity “S” Hall of Fame committee.
Tarik graduated from The University of Miami in Florida with a Bachelor of Business Administration in business law and finance. He earned Academic All American honors while competing for both the men’s tennis and basketball teams. Tarik holds the unique distinction of being a member of a Big East Conference Champion and NCAA Sweet Sixteen team in two Division I sports. After spending time travelling the country as a professional tennis player, Tarik chose to put his racquet down and settle back in his hometown. He currently resides in Hamilton Township with his wife and high school sweetheart, Alexa. They are the proud parents of three wonderful children Marlo, Tae and Mya. Outside of the office he enjoys spending time with his young family or continuing to stay active on the tennis court and golf course.
A leader in the community, Tarik serves on the board of directors for multiple local organizations including, Women’s Resources of Monroe County, a non-profit who provides shelter and services to victims of abuse and the Stroud Area Region Tennis Association. In addition, he is actively involved in coaching local youth sports and is a member of the Varsity “S” Hall of Fame committee.
Tarik graduated from The University of Miami in Florida with a Bachelor of Business Administration in business law and finance. He earned Academic All American honors while competing for both the men’s tennis and basketball teams. Tarik holds the unique distinction of being a member of a Big East Conference Champion and NCAA Sweet Sixteen team in two Division I sports. After spending time travelling the country as a professional tennis player, Tarik chose to put his racquet down and settle back in his hometown. He currently resides in Hamilton Township with his wife and high school sweetheart, Alexa. They are the proud parents of three wonderful children Marlo, Tae and Mya. Outside of the office he enjoys spending time with his young family or continuing to stay active on the tennis court and golf course.
Securities Agent: WI, NV, NC, MO, LA, NH, MN, KY, AZ, WA, VA, TX, OK, OH, NY, MD, CT, PA, OR, NJ, KS, GA, DE, UT, SC, CA, TN, IN, DC, WV, VT, IL, MI, ME, MA, FL, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1411246
CA Insurance License #: 0I10968
NMLS#: 1411246
CA Insurance License #: 0I10968
About Sharon Starkes
Sharon Starkes:
Sharon is a Client Service Associate with nearly 40 years of customer service experience. She strives to understand the needs and goals of each client that she works with. She coordinates the transfer of all incoming assets, including account transfers and retirement plan rollovers. She is the liaison between our group and our clients.
Most recently, Sharon was a licensed Pennsylvania Realtor, acting as both an office manager and sales person. Prior to her career in the real estate industry she was a mortgage loan officer; originating, processing and closing mortgages for a local bank. Sharon attended East Stroudsburg University and has held the office of Notary Public for the State of Pennsylvania for over 25 years.
She resides in East Stroudsburg with her husband, Lon, their two children Steven and Rachel, and their yellow lab, Shelby
Sharon is a Client Service Associate with nearly 40 years of customer service experience. She strives to understand the needs and goals of each client that she works with. She coordinates the transfer of all incoming assets, including account transfers and retirement plan rollovers. She is the liaison between our group and our clients.
Most recently, Sharon was a licensed Pennsylvania Realtor, acting as both an office manager and sales person. Prior to her career in the real estate industry she was a mortgage loan officer; originating, processing and closing mortgages for a local bank. Sharon attended East Stroudsburg University and has held the office of Notary Public for the State of Pennsylvania for over 25 years.
She resides in East Stroudsburg with her husband, Lon, their two children Steven and Rachel, and their yellow lab, Shelby
Contact Jeffrey T Weekes
Contact Lisa A Cardwell
Contact Tarik El-Bassiouni
Wealth Management
From Our Team
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Wealth Management
Global Investment Office
Portfolio Insights
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
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
You’re Ready for Retirement. Is Your Portfolio?
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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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Strategies to Finance Your 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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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 Hamilton 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.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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.
4When 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.
5Morgan 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Morgan 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
9Morgan 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, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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.
4When 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.
5Morgan 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.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Morgan 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
9Morgan 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, charitable giving, philanthropic planning and other legal matters.
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)
