Gregory W Kennedy
Executive Director, Financial Advisor, Government Entity Specialist, Fixed Income Sales
Phone:
(303) 925-9615(303) 925-9615
The Inverness Group at Morgan Stanley
Direct:
(303) 925-9695(303) 925-9695
Toll-Free:
(800) 347-5099(800) 347-5099
Our Mission Statement
Comprehensive wealth planning strategies for your life and legacy.
Welcome
Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
Our satisfied clients include:
- Business Owners (including family businesses)
- Corporate executives
- High net worth young investors
- Mid-career professionals and their families
- Nonprofit organizations
- Seniors near or in retirement
Awards and Recognition
Congratulations!
Morgan Stanley is pleased to announce that Gregory Kennedy has been promoted to Executive Director.
Congratulations!
Taylor Young has been named to the Firms Pacesetter’s club, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service.
Morgan Stanley is pleased to announce that Gregory Kennedy has been promoted to Executive Director.
Congratulations!
Taylor Young has been named to the Firms Pacesetter’s club, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service.
Location
5251 Dtc Parkway
Suite 1500
Greenwood Village, CO 80111
US
Direct:
(303) 925-9695(303) 925-9695
Toll-Free:
(800) 347-5099(800) 347-5099
Fax:
(720) 253-0790(720) 253-0790
Meet The Inverness Group
Taylor J Young
Associate Vice President, Financial Advisor, Portfolio Manager
Phone:
(303) 925-9708(303) 925-9708
Tristen C Smith, QPFC
Financial Advisor, Portfolio Manager, Financial Planning Specialist
Phone:
(303) 925-9641(303) 925-9641
Giovannina Casias
Client Service Associate
Phone:
(303) 925-9660(303) 925-9660
About Gregory W Kennedy
Financial Advisor, Gregg Kennedy is an Executive Director, Portfolio Management Director, and Senior Investment Management Consultant at Morgan Stanley Wealth Management. Additionally, he is a Government Entity Specialist and is part of the Institutional Middle Markets Fixed Income Group at Morgan Stanley. Gregg received his bachelor’s degree from the Boston University Questrom School of Business in 1988, where he was a student athlete playing ice hockey.
Gregg began his financial services career at Boettcher and Company as a Municipal Finance Specialist in 1988. In 1993 he joined Shearson Lehman, which later became Morgan Stanley Wealth Management. Gregg currently works with numerous clients including hospitals, colleges and universities, local governments, and both public and private companies helping with many fixed income needs as well as many other corporate services. Gregg supports both Tristen and Taylor with the group's Wealth Management practice on a daily basis.
Gregg is a third generation Colorado native and currently resides in Columbine Valley, Colorado with his wife, Kelly, of over 25 years and their two college-aged children, Zach and Rachel. He enjoys spending time with his family, playing and coaching hockey, skiing, golfing, and fly fishing.
He is also very active in the local community, volunteering at the Denver Rescue Mission. He also provides support to Denver City Lax, a non-profit organization that creates educational and enrichment opportunities for youth in underserved Denver neighborhoods through the sport of Lacrosse.
Gregg holds his Series 7, 31, 63, 65 and Life and Health Insurance licenses.
(303) 925-9615
Gregory.W.Kennedy@morganstanley.com
Gregg began his financial services career at Boettcher and Company as a Municipal Finance Specialist in 1988. In 1993 he joined Shearson Lehman, which later became Morgan Stanley Wealth Management. Gregg currently works with numerous clients including hospitals, colleges and universities, local governments, and both public and private companies helping with many fixed income needs as well as many other corporate services. Gregg supports both Tristen and Taylor with the group's Wealth Management practice on a daily basis.
Gregg is a third generation Colorado native and currently resides in Columbine Valley, Colorado with his wife, Kelly, of over 25 years and their two college-aged children, Zach and Rachel. He enjoys spending time with his family, playing and coaching hockey, skiing, golfing, and fly fishing.
He is also very active in the local community, volunteering at the Denver Rescue Mission. He also provides support to Denver City Lax, a non-profit organization that creates educational and enrichment opportunities for youth in underserved Denver neighborhoods through the sport of Lacrosse.
Gregg holds his Series 7, 31, 63, 65 and Life and Health Insurance licenses.
(303) 925-9615
Gregory.W.Kennedy@morganstanley.com
Securities Agent: OH, NJ, TX, WY, WA, RI, WI, VT, VA, UT, TN, SD, SC, PA, OR, OK, NY, NV, NM, NE, NC, MT, MS, MO, MN, MI, MD, MA, LA, KS, IL, ID, IA, GA, FL, DE, CT, CO, CA, AZ, AR, AL, ME, KY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1312662
NMLS#: 1312662
About Taylor J Young
As a partner in The Inverness Group at Morgan Stanley, Taylor strives to provide customized wealth management solutions for individuals, families, government entities, corporations, and non-profit organizations. His primary focus is on investment analysis and financial planning. Having started at Morgan Stanley as a Financial Planning Specialist in 2013, Taylor developed experience in building/maintaining in-depth financial plans for our clients.
Born and raised in Littleton, Colorado, Taylor graduated from the University of Denver’s Daniels College of Business with a BS in Finance. While attending DU, Taylor played NCAA lacrosse for the top ranked Pioneers. Prior to DU, Taylor attended Heritage High School.
Taylor is a member of the University of Denver’s Young Alumni Board, and the Pioneer Men’s Lacrosse Alumni Advisory Council. In his free time Taylor enjoys being active, playing golf, waterskiing, and Coaching for Denver City Lax non-profit lacrosse organization. He also enjoys spending time with his family, friends, his wife, Alex, and his dog, Hudson.
Taylor holds his Series 7, 31, 66, Health and Life Insurance, and Long-Term Care licenses.
(303) 925-9708 (Office)
(303) 923-0370 (Corp Cell)
Taylor.Young@morganstanley.com
Born and raised in Littleton, Colorado, Taylor graduated from the University of Denver’s Daniels College of Business with a BS in Finance. While attending DU, Taylor played NCAA lacrosse for the top ranked Pioneers. Prior to DU, Taylor attended Heritage High School.
Taylor is a member of the University of Denver’s Young Alumni Board, and the Pioneer Men’s Lacrosse Alumni Advisory Council. In his free time Taylor enjoys being active, playing golf, waterskiing, and Coaching for Denver City Lax non-profit lacrosse organization. He also enjoys spending time with his family, friends, his wife, Alex, and his dog, Hudson.
Taylor holds his Series 7, 31, 66, Health and Life Insurance, and Long-Term Care licenses.
(303) 925-9708 (Office)
(303) 923-0370 (Corp Cell)
Taylor.Young@morganstanley.com
Securities Agent: ID, CO, AZ, WI, MT, KY, MS, AR, UT, DE, VT, TX, NY, NJ, NE, MO, SC, NV, MN, GA, CA, OK, FL, WA, VA, PA, OH, ME, MA, AL, HI, WY, MI, IA, TN, SD, OR, NC, IL, CT, NM, NH, MD, KS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1312832
NMLS#: 1312832
About Tristen C Smith
Tristen Smith is a Financial Advisor and he began his career with Morgan Stanley in 2011. He studied finance at the University of Denver and graduated Cum Laude from DU in November 2011 with a Bachelor of Science. Tristen primarily assists clients with financial planning, retirement plans, money management, investments, and insurance.
Tristen was born in Poughkeepsie, New York and honorably served four years in the United States Air Force after graduating high school. He enjoys playing and coaching lacrosse, cycling, photography, hiking/snowshoeing, backpacking, listening to music, reading and traveling. Tristen has climbed all 58 of Colorado’s mountain peaks above 14,000 feet (14ers), and is currently working on the 13ers.
Tristen is very active in the local community. He sits on the Board of Directors of the Brain Injury Alliance of Colorado (BIAC), a non-profit organization that aims to better the lives of Coloradans who have been affected by an injury to the brain. He coaches youth lacrosse with Denver Lacrosse Club (DLC) and Tristen also runs the Andy Arenson Scholarship Fund, which awards an annual college scholarship to a graduating high school senior.
Tristen currently resides in the Baker neighborhood of Denver with his girlfriend Meghan and their two cats, Goose and Lucy.
Tristen holds his Series 7 and 66 securities licenses. He is a Colorado Life, Health & Long Term Care Insurance Producer. He holds the Qualified Plan Financial Consultant (QPFC) designation.
(720) 916-8442 (Cell)
(303) 925-9641 (Office)
Tristen.Smith@morganstanley.com
Tristen was born in Poughkeepsie, New York and honorably served four years in the United States Air Force after graduating high school. He enjoys playing and coaching lacrosse, cycling, photography, hiking/snowshoeing, backpacking, listening to music, reading and traveling. Tristen has climbed all 58 of Colorado’s mountain peaks above 14,000 feet (14ers), and is currently working on the 13ers.
Tristen is very active in the local community. He sits on the Board of Directors of the Brain Injury Alliance of Colorado (BIAC), a non-profit organization that aims to better the lives of Coloradans who have been affected by an injury to the brain. He coaches youth lacrosse with Denver Lacrosse Club (DLC) and Tristen also runs the Andy Arenson Scholarship Fund, which awards an annual college scholarship to a graduating high school senior.
Tristen currently resides in the Baker neighborhood of Denver with his girlfriend Meghan and their two cats, Goose and Lucy.
Tristen holds his Series 7 and 66 securities licenses. He is a Colorado Life, Health & Long Term Care Insurance Producer. He holds the Qualified Plan Financial Consultant (QPFC) designation.
(720) 916-8442 (Cell)
(303) 925-9641 (Office)
Tristen.Smith@morganstanley.com
Securities Agent: ME, MD, AZ, AL, WY, WI, MO, KY, NH, MN, IA, DE, CA, MA, FL, HI, WA, TN, OH, MI, CO, UT, SC, NE, NC, KS, OK, IL, CT, AR, VT, TX, OR, NM, ID, GA, NV, NJ, VA, SD, PA, NY, MT, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 1633093
NMLS#: 1633093
About Giovannina Casias
Gevie is a Colorado native, married with two girls. Her oldest daughter just got out of the military and has a 3-year-old son named Cayden. Gevie's youngest daughter is currently attending Regis University for Nursing. She has two fur babies, Bella and Pixie, who love to hike our beautiful Colorado mountains with her.
Gevie loves to be outdoors enjoying the beauty of Colorado and traveling around the world. She has been in the financial industry for 14 years and is excited for her new adventure here at Morgan Stanley.
Gevie loves to be outdoors enjoying the beauty of Colorado and traveling around the world. She has been in the financial industry for 14 years and is excited for her new adventure here at Morgan Stanley.
Contact Gregory W Kennedy
Contact Taylor J Young
Contact Tristen C Smith
Wealth Management
From Our Team
Global Investment Committee Weekly
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
Rational Investing in an Age of Uncertainty
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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 The Inverness Group today.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan's investment options and the historical investment performance of these options, the Plan's flexibility and features, the reputation and expertise of the Plan's investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state's own Qualified Tuition Program. Investors should determine their home state's tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 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.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
8Morgan 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.
9Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 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.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
8Morgan 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.
9Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
