Eric Kapla
Senior Vice President, Financial Advisor, Alternative Investments Director
Phone:
(920) 436-5633(920) 436-5633
The Kapla Group at Morgan Stanley
Direct:
(920) 437-3276(920) 437-3276
Toll-Free:
(800) 525-2396(800) 525-2396
Our Mission Statement
Helping clients like you achieve your retirement and investing goals
Our Story and Services
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
How We Work With You
At Morgan Stanley, Goals-Based Wealth Management means that we aim to understand what is important to you and work together to map out a plan that can help you achieve your financial goals. This is our step by step process:
Discover
Start with a conversation so we can gain a thorough understanding of your financial needs, investments, lifestyle and family – and your goals for the future.
Advise
We work with you to develop portfolio strategies to help you achieve your financial goals and protect the outcomes you envision.
Implement
We look across multiple accounts and products to help you implement investment strategies and other solutions that are an appropriate fit for your goals.
Track Progress
We help you track your progress as well as spending and savings to help you remain on track toward your financial goals.
Financial Planning Resources for You
We're here to help reduce the stress around financial decisions by offering knowledge and thoughtful guidance. As your life stage changes, so do your goals. Our platform allows you to look across your assets and liabilities to help you adapt your strategy to meet those changing demands. Whether it is saving for retirement and other expenses, securing retirement income, healthcare planning, taxes, education, or legacy planning, we’re here for you. This process is very important because it allows you to make the most of your assets and it helps to ensure that you meet your future goals.
Contact us today to get started!
Contact us today to get started!
Modern Wealth Tools
As part of our ability to serve you in every situation, we have a powerful suite of digital tools that allow you to be informed. Morgan Stanley Online and the Morgan Stanley Mobile App are the gateways that give you 24/7 access to review your accounts, whether on a home computer or a mobile device. They are also the place where you can retrieve statements and tax documents.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorization.
Learn More About MSO
Total Wealth View
It’s hard to see the full picture with only half of the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
Digital Vault
Digital Vault lets you easily and conveniently manage and share life’s most important documents, such as wills, deeds, and estate plans, as well as financial statements and tax filings.
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Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025.
Check back soon for details on upcoming events.
Location
111 N Washington St 4th
Fl Ste410
Green Bay, WI 54301
US
Direct:
(920) 437-3276(920) 437-3276
Toll-Free:
(800) 525-2396(800) 525-2396
Meet The Kapla Group
Perri DeSautel, CRC®
Associate Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(920) 433-6531(920) 433-6531
Isabelle Wiemero
Registered Client Service Associate
Phone:
(920) 436-5615(920) 436-5615
About Eric Kapla
Eric Kapla is Senior Vice President and Financial Advisor at Morgan Stanley. He is dedicated to carefully listening to client’s financial and personal goals and then presenting solutions to them that help to manage risk and help them achieve their goals. What sets Eric’s approach apart from others is his ability to present proposals effectively and explain them in a way that is easy for clients to comprehend. Eric’s frequent communication and accessibility is a key component to his service model.
Eric graduated from University of Wisconsin Green Bay majoring in Finance with a minor in Accounting and joined the industry soon after. He became a Financial Advisor in 2006 and joined Morgan Stanley in 2011 to elevate the offerings for his clients. Eric comes from a blue-collar background which is why it is so important to him to help client’s capital work as hard for them as they work for it. Eric also has experience running a real estate business which helps him connect with business owners.
Outside of work, you can find Eric enjoying all things outdoors, including spending time up north the family cabin on Summit Lake. Eric has been married to Emily since 2013 and they have two children, Bronson and Bexley. He is also dedicated to the local community as a member of Prince Peace Church, the Knight’s of Columbus, and an active UWGB alumni.
Eric graduated from University of Wisconsin Green Bay majoring in Finance with a minor in Accounting and joined the industry soon after. He became a Financial Advisor in 2006 and joined Morgan Stanley in 2011 to elevate the offerings for his clients. Eric comes from a blue-collar background which is why it is so important to him to help client’s capital work as hard for them as they work for it. Eric also has experience running a real estate business which helps him connect with business owners.
Outside of work, you can find Eric enjoying all things outdoors, including spending time up north the family cabin on Summit Lake. Eric has been married to Emily since 2013 and they have two children, Bronson and Bexley. He is also dedicated to the local community as a member of Prince Peace Church, the Knight’s of Columbus, and an active UWGB alumni.
Securities Agent: MN, GA, CA, WA, FL, SD, DC, PA, OR, IA, NE, MT, MO, IN, IL, ID, VA, NC, CO, KY, WI, TN, DE, TX, SC, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1295617
NMLS#: 1295617
About Perri DeSautel
Perri DeSautel is Associate Vice President and Financial Advisor at Morgan Stanley. Perri has been helping clients manage their financial lives as a Financial Advisor since she joined the Kapla Group in 2020. Perri specializes in utilizing Morgan Stanley’s industry leading resources to provide clients with comprehensive financial planning. She works closely the client to understand their entire financial picture by identifying their goals and advising them on the appropriate strategy to achieve them. Perri has more than 25 years of experience in the financial services industry. Prior to joining Morgan Stanley in 2007, Perri held administration positions in Group Retirement Plans, Third Party Administration, and Corporate Benefits. Perri’s career began in the Green Bay office providing high level client service to both wealth management and institutional teams before transitioning into her next role supporting advisors, in branches across Wisconsin, with financial planning for their clients. Perri holds the Financial Planning Specialist and Certified Retirement Counselor (CRC) designations and is series 7 and 66 licensed. Perri grew up in Northeast Wisconsin and attended college in Tampa FL. Her family now resides in De Pere. Perri enjoys spending her free time traveling and sightseeing with her two daughters. Whether it’s visiting a local treasure or a faraway vacation, they love discovering new places together and making memories along the way.
Securities Agent: GA, IL, MN, NE, DE, SD, NC, PA, KY, DC, SC, IN, CO, CA, ID, FL, VA, TX, MT, MO, MI, IA, WI, WA, TN, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 2022724
NMLS#: 2022724
About Isabelle Wiemero
Isabelle strives to enhance each client’s experience with the team by providing personalized service and assisting with requests. She enjoys building relationships with clients and their families by helping them resolve the day-to-day complexities of their financial lives.
Prior to joining Morgan Stanley in 2022, Isabelle spent 10 years working as a registered associate and advisor at a private investment firm in Milwaukee. She holds the Series 7, 66 and Wisconsin insurance licenses, and she earned a B.S. in business administration from Marquette University with majors in finance and international business.
Originally from the Milwaukee area, Isabelle is new to Green Bay. She and her husband have two children, and in her free time, she enjoys attending sporting events and exploring local parks. She is also passionate about supporting organizations throughout Wisconsin that benefit children with disabilities.
Prior to joining Morgan Stanley in 2022, Isabelle spent 10 years working as a registered associate and advisor at a private investment firm in Milwaukee. She holds the Series 7, 66 and Wisconsin insurance licenses, and she earned a B.S. in business administration from Marquette University with majors in finance and international business.
Originally from the Milwaukee area, Isabelle is new to Green Bay. She and her husband have two children, and in her free time, she enjoys attending sporting events and exploring local parks. She is also passionate about supporting organizations throughout Wisconsin that benefit children with disabilities.
Contact Eric Kapla
Contact Perri DeSautel
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Elizabeth Menteur
Private Banker
About Elizabeth Menteur
Elizabeth Menteur is a Private Banker serving Morgan Stanley Wealth Management offices in Wisconsin.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Elizabeth began her career in financial services in 2013 and joined Morgan Stanley in 2017 as a Registered Support Professional. She was promoted to a Regional Client Engagement Associate in 2019. Before being promoted to Private Banker in 2023, Elizabeth joined the Private Banking Group as an Associate Private Banker in 2021.
Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration with a concentration in Finance. She lives in Milwaukee, Wisconsin. Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys traveling, painting and gluten free baking.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Elizabeth began her career in financial services in 2013 and joined Morgan Stanley in 2017 as a Registered Support Professional. She was promoted to a Regional Client Engagement Associate in 2019. Before being promoted to Private Banker in 2023, Elizabeth joined the Private Banking Group as an Associate Private Banker in 2021.
Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration with a concentration in Finance. She lives in Milwaukee, Wisconsin. Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys traveling, painting and gluten free baking.
NMLS#: 2329114
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Ready to start a conversation? Contact The Kapla Group today.
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 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.
Morgan 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.
3Alternative 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.
4Morgan 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
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.
6Investors 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.
7Morgan 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.
8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
Morgan 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.
3Alternative 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.
4Morgan 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
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.
6Investors 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.
7Morgan 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.
8Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
