First Vice President, Financial Advisor, Portfolio Management Director, Financial Planning Specialist
Phone:
(561) 620-5043(561) 620-5043
The GenVue Group at Morgan Stanley
Direct:
(561) 620-5112(561) 620-5112
Toll-Free:
(800) 321-1034(800) 321-1034
Our Mission Statement
Navigating your financial path with a wealth of knowledge, innovative thinking, and a steadfast commitment to providing personalized solutions that align with your unique life ambitions.
Welcome
Embark on a transformative financial journey with us as your dedicated Financial Advisors. Our mission extends beyond conventional wealth management – it's about forging a dynamic relationship aimed at realizing your life goals. We understand that your financial aspirations are unique, and our collaborative approach helps ensure that our strategies are tailored to your individual preferences.
At the core of our commitment is the belief that preserving and growing your wealth requires a personalized roadmap. Our team comprises some of the world's most seasoned and respected investment professionals, bringing a wealth of experience to guide you through the intricacies of financial decision-making. We go beyond traditional approaches, offering you access to a premier trading and execution platform designed for agility in responding to dynamic market shifts.
Multiplicity defines our investment choices, providing you with a full spectrum of options to shape a well-rounded portfolio. Whether you lean towards traditional assets, alternative investments, or a strategic blend of both, our goal is to craft a portfolio that mirrors your preferences. As your advisors, we are committed to not only delivering exceptional financial insights but also providing personalized attention and support throughout your financial journey. Choose us for an immersive financial experience that transcends transactions, building a lasting foundation for your financial success.
At the core of our commitment is the belief that preserving and growing your wealth requires a personalized roadmap. Our team comprises some of the world's most seasoned and respected investment professionals, bringing a wealth of experience to guide you through the intricacies of financial decision-making. We go beyond traditional approaches, offering you access to a premier trading and execution platform designed for agility in responding to dynamic market shifts.
Multiplicity defines our investment choices, providing you with a full spectrum of options to shape a well-rounded portfolio. Whether you lean towards traditional assets, alternative investments, or a strategic blend of both, our goal is to craft a portfolio that mirrors your preferences. As your advisors, we are committed to not only delivering exceptional financial insights but also providing personalized attention and support throughout your financial journey. Choose us for an immersive financial experience that transcends transactions, building a lasting foundation for your financial success.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Comprehensive Financial Planning
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, we can help you achieve your financial goals.
Using a suite of tools that includes goals-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investment and cash management needs.
We can create your personal roadmap to help achieve and protect your goals - a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
Using a suite of tools that includes goals-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investment and cash management needs.
We can create your personal roadmap to help achieve and protect your goals - a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
2024 Tax Tables
This helpful resource outlines the 2024 tax rate schedule, education and health savings accounts limits, retirement contribution and deduction limits, among other information. With tax season seemingly always right around the corner, it's best to be as informed as possible.
Access the 2024 federal tax tables
Manage Debt
We thoroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Insurance
We take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals.
Retirement
Leading up to and through retirement, we help you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve for financial goals.
Legacy Planning
Managing your family's wealth is so much more than simply reaching a desired return. To learn more about how we at Morgan Stanley help you leave a legacy that lasts, beyond just the numbers, please view the video above.
Awards
Cindy Katz Morton
Named 2018, 2018, 2020, 2021, 2022, 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019,2020,2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures
Named 2017, 2018, 2019 , 2020 ,2021, 2022, 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2017, 2018, 2019, 2020, 2021) Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. Awards Disclosures
Named 2018, 2019, 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2018, 2019, 2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given. Awards Disclosures
Named 2023 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
Rosita Kaufman
Named 2018, 2019, 2020, 2021, 2022, 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2020, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures
Named 2017, 2018, 2019, 2020, 2021, 2022, 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2017, 2018, 2019, 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. Awards Disclosures
Named 2007, 2008, 2009 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2007, 2008, 2009). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued. Awards Disclosures
Named "Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2010) Data compiled by Barron's based on time period from Sept 2008 - Sept 2009. Awards Disclosures
Named 2023 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
Ian Morton
Named 2023 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
RJ Malcampo
Named 2023 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
Named 2018, 2018, 2020, 2021, 2022, 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019,2020,2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures
Named 2017, 2018, 2019 , 2020 ,2021, 2022, 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2017, 2018, 2019, 2020, 2021) Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. Awards Disclosures
Named 2018, 2019, 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2018, 2019, 2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given. Awards Disclosures
Named 2023 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
Rosita Kaufman
Named 2018, 2019, 2020, 2021, 2022, 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2020, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures
Named 2017, 2018, 2019, 2020, 2021, 2022, 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2017, 2018, 2019, 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. Awards Disclosures
Named 2007, 2008, 2009 Barron's Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2007, 2008, 2009). Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued. Awards Disclosures
Named "Barron's Top 1,000 Financial Advisors: State-by-State
Source: Barron's.com (Awarded Feb 2010) Data compiled by Barron's based on time period from Sept 2008 - Sept 2009. Awards Disclosures
Named 2023 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
Ian Morton
Named 2023 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
RJ Malcampo
Named 2023 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
Modern Wealth Tools
Morgan Stanley has invested tremendous capital in technology to support clients and advisors. We offer best in class digital solutions for clients, highlighted below:
LifeView Financial Plan
This suite of planning tools integrates the various aspects of your financial situation to provide a goals-specific analysis that we translate into your strategic financial plan. Not only does LifeView account for your investments and cash management needs, but it can also demonstrate complex planning strategies such as methods of stock option exercise and estate planning solutions.
Example Plan
Total Wealth View
With this service, you can view all your assets and liabilities together – whether held at Morgan Stanley or elsewhere – in one place for a comprehensive overview of your assets.
Learn More
Morgan Stanley Mobile App
The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online – all from the convenience of your own phone. It also offers features to simplify your everyday finances.
Learn More
Morgan Stanley Online (MSO)
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
Learn More
E-Sign
E-Sign is a digital, paperless alternative to the traditional means of obtaining signatures for necessary paperwork. There is no registration process to begin using E-Sign - all you need is a valid email address and phone number.
Learn More
E-Authorization
With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.
Learn More
Digital Vault
The Digital Vault allows you to build a centralized library for all of your documents using encryption.
Learn More
E-Delivery
E-Delivery allows you to securely save, print, send and receive documents at any time from both Morgan Stanley Online and the Morgan Stanley Mobile App.
Learn MoreLocation
1801 N.Military Tr
Ste 300
Boca Raton, FL 33431
US
Direct:
(561) 620-5112(561) 620-5112
Toll-Free:
(800) 321-1034(800) 321-1034
Meet The GenVue Group
Phone:
(561) 620-5089(561) 620-5089
Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Workplace Advisor - Equity Compensation, Portfolio Manager
Phone:
(561) 620-5087(561) 620-5087
First Vice President, Financial Advisor, Workplace Advisor - Equity Compensation, Portfolio Manager
Phone:
(561) 620-5024(561) 620-5024
Phone:
(561) 620-5014(561) 620-5014
Phone:
(561) 838-8928(561) 838-8928
Shamika Myers
Senior Client Service Associate
Phone:
(561) 620-5030(561) 620-5030
Daniel Hein
Wealth Management Analyst
Denise Libow
Senior Registered Client Service Associate
Jeremy Doucette
Client Service Associate
Janet Smith
Business Development Director
Deborah Williams
Senior Registered Associate
About Ian Morton
Ian Morton, a valued member of our team, embarked on his journey with us in September of 2019 when he joined the Financial Advisor Associate program. His passion for financial advising was deeply ingrained from an early age, being the son of Cindy Katz Morton, and he set out to channel that passion into helping clients achieve their financial goals.
At the forefront of Ian's professional focus is financial planning, where he leverages Morgan Stanley's cutting-edge investment planning technology and resources. His proficiency extends to estate planning strategy and the meticulous analysis of investment portfolios, ensuring that each client receives tailored and comprehensive financial guidance.
Ian earned his Bachelor's degree in Finance from Florida State University, where he also became an esteemed member of the AEPi fraternity. His academic journey included a transformative experience studying in Valencia, Spain, broadening his global perspective. Engaging with the community, Ian is an active member of Temple Beth El of Boca Raton, the Boca Chamber of Commerce, and Boca Leads.
Outside of his professional pursuits, Ian embraces his love for travel and finds joy in sports activities like golf, basketball, and bowling. His multifaceted interests and commitment to community involvement reflect his well-rounded approach to both professional and personal endeavors. Ian Morton stands as a testament to our team's dedication to nurturing talent and delivering exceptional financial services.
Named 2023 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
At the forefront of Ian's professional focus is financial planning, where he leverages Morgan Stanley's cutting-edge investment planning technology and resources. His proficiency extends to estate planning strategy and the meticulous analysis of investment portfolios, ensuring that each client receives tailored and comprehensive financial guidance.
Ian earned his Bachelor's degree in Finance from Florida State University, where he also became an esteemed member of the AEPi fraternity. His academic journey included a transformative experience studying in Valencia, Spain, broadening his global perspective. Engaging with the community, Ian is an active member of Temple Beth El of Boca Raton, the Boca Chamber of Commerce, and Boca Leads.
Outside of his professional pursuits, Ian embraces his love for travel and finds joy in sports activities like golf, basketball, and bowling. His multifaceted interests and commitment to community involvement reflect his well-rounded approach to both professional and personal endeavors. Ian Morton stands as a testament to our team's dedication to nurturing talent and delivering exceptional financial services.
Named 2023 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
Securities Agent: KY, TN, ME, MD, AZ, VT, PA, NV, GA, TX, OH, MN, WI, MA, CO, AK, ND, MO, MI, IL, WV, WA, NH, FL, UT, RI, KS, HI, OR, NY, NJ, MT, MS, IN, VA, SC, NM, NC, DC, CA, DE, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1930346
CA Insurance License #: CA Insurance #4134695
NMLS#: 1930346
CA Insurance License #: CA Insurance #4134695
About RJ Malcampo
In November of 2019, RJ made a significant addition to our team when he joined the Financial Advisor Associate program. Prior to becoming a part of Morgan Stanley, RJ distinguished himself as a financial consultant in Dubai, UAE. In this role, he specialized in crafting investment plans with a focus on portability, protection, and tax efficiency, tailored to meet the unique needs of a diverse group of expatriates.
RJ's international experience in financial planning seamlessly integrates with Morgan Stanley's abundant intellectual capital, state-of-the-art technology, and vast resources. This synergy empowers him to conduct comprehensive analyses of investment portfolios and excel in estate planning strategy, ensuring that each client receives tailored financial strategies.
Complementing his professional achievements, RJ earned his certificate in Financial Planning from Florida Atlantic University, further solidifying his commitment to continuous learning and professional growth. Outside the office, RJ finds joy in exploring new destinations through travel and actively engages in the sport of pickleball during his leisure time. His global perspective and multifaceted experience make RJ a valuable asset to our team, aligning perfectly with our commitment to delivering top-notch financial services.
NMLS ID: 2114885
Named 2023 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
RJ's international experience in financial planning seamlessly integrates with Morgan Stanley's abundant intellectual capital, state-of-the-art technology, and vast resources. This synergy empowers him to conduct comprehensive analyses of investment portfolios and excel in estate planning strategy, ensuring that each client receives tailored financial strategies.
Complementing his professional achievements, RJ earned his certificate in Financial Planning from Florida Atlantic University, further solidifying his commitment to continuous learning and professional growth. Outside the office, RJ finds joy in exploring new destinations through travel and actively engages in the sport of pickleball during his leisure time. His global perspective and multifaceted experience make RJ a valuable asset to our team, aligning perfectly with our commitment to delivering top-notch financial services.
NMLS ID: 2114885
Named 2023 Forbes Best-In-State Wealth Management Teams
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
Securities Agent: DE, MO, VT, NJ, AZ, DC, AK, VA, NY, NV, MI, ME, KS, IN, GA, WA, MT, MD, IL, TX, NM, NC, MN, PA, NH, MS, WV, RI, MA, CT, CO, TN, SC, ND, KY, WI, UT, FL, CA, OR, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 2114885
CA Insurance License #: 4134697
NMLS#: 2114885
CA Insurance License #: 4134697
About Me
Stephen brings over a decade of experience in wealth management, specializing in risk analysis, investment management, and comprehensive financial planning. As a CERTIFIED FINANCIAL PLANNER™, Stephen is dedicated to developing 360° wealth management strategies tailored to each client’s unique financial needs and goals. By staying current with market trends and continuously seeking innovative ideas, he ensures that his clients receive sophisticated, opportunistic portfolio strategies that promote long-term success.
Stephen is known for his commitment to providing transparency, personalized service, and high-quality communication, which allows clients to navigate complex financial decisions with clarity and confidence. His expertise in tax-efficient investing and customized portfolio construction forms the foundation of the bespoke financial plans he builds. Supported by Morgan Stanley’s extensive platform, Stephen offers clients access to a broad spectrum of financial products that align with their unique circumstances.
Before his career in wealth management, Stephen gained invaluable experience in operations and management roles for start-up companies that evolved into international brands. This entrepreneurial background provided him with a deep perspective on leadership and problem-solving. Additionally, Stephen spent over 10 years in the music industry as a musician, cultivating creativity and discipline. In between his passion for music and business, Stephen graduated from Florida Atlantic University.
Born in Clearwater, Stephen has spent much of his life in South Florida and has called Boca Raton home since 2012. He and his wife, Amanda, welcomed their son, Holland, in December 2023. In his free time, Stephen enjoys traveling, cooking, skiing, playing golf, attending live music events, and visiting family in Atlanta, GA, and Davis, CA.
Stephen’s diverse professional and personal experiences allow him to deliver well-rounded and forward-thinking financial advice, ensuring his clients are well-positioned to achieve their long-term financial goals.
Stephen is known for his commitment to providing transparency, personalized service, and high-quality communication, which allows clients to navigate complex financial decisions with clarity and confidence. His expertise in tax-efficient investing and customized portfolio construction forms the foundation of the bespoke financial plans he builds. Supported by Morgan Stanley’s extensive platform, Stephen offers clients access to a broad spectrum of financial products that align with their unique circumstances.
Before his career in wealth management, Stephen gained invaluable experience in operations and management roles for start-up companies that evolved into international brands. This entrepreneurial background provided him with a deep perspective on leadership and problem-solving. Additionally, Stephen spent over 10 years in the music industry as a musician, cultivating creativity and discipline. In between his passion for music and business, Stephen graduated from Florida Atlantic University.
Born in Clearwater, Stephen has spent much of his life in South Florida and has called Boca Raton home since 2012. He and his wife, Amanda, welcomed their son, Holland, in December 2023. In his free time, Stephen enjoys traveling, cooking, skiing, playing golf, attending live music events, and visiting family in Atlanta, GA, and Davis, CA.
Stephen’s diverse professional and personal experiences allow him to deliver well-rounded and forward-thinking financial advice, ensuring his clients are well-positioned to achieve their long-term financial goals.
Securities Agent: NM, CA, NY, MA, AZ, MN, GA, DE, VA, NV, NJ, DC, AK, VT, MT, MO, FL, OR, NC, CT, WA, UT, PA, IL, SC, MD, CO, TN, RI, OH, IN, WI, TX, MI, KY, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1326606
CA Insurance License #: 0K79147
NMLS#: 1326606
CA Insurance License #: 0K79147
About Danielle Weidert
With over a decade and a half of experience in the financial services industry, Danielle is dedicated to helping individuals and families achieve their financial goals through comprehensive and personalized planning. As a Financial Advisor, her approach focuses on simplifying complex financial matters, providing clear insights, and equipping clients with the knowledge they need to make informed and confident decisions.
Danielle’s career began after earning a Bachelor's degree in Business Administration with a concentration in Financial Analysis from the University at Buffalo. This academic foundation ignited her passion for wealth management and has guided her throughout her professional journey. Originally from Long Island, Danielle started her career at Ameriprise Financial and M&T Bank in New York City, where she gained a strong understanding of financial planning and client service. In 2011, Danielle relocated to South Florida to further pursue her career in wealth management. For more than 11 years, she served as a Financial Advisor at J.P. Morgan Wealth Management, helping a diverse range of clients with their financial needs.
In 2022, Danielle joined Morgan Stanley, where she continues to offer clients access to a comprehensive suite of resources and solutions. Her primary focus is to understand each client’s unique circumstances, tailoring strategies that align with their personal and financial goals. Danielle takes pride in building long-lasting relationships based on trust, transparency, and a genuine commitment to her clients' financial well-being. Whether it's retirement planning, investment strategies, or managing family wealth, she provides ongoing support and thoughtful guidance throughout every stage of life.
Outside of her professional life, Danielle enjoys spending quality time with her husband, Todd, and their family and friends. She loves traveling, tennis, reading a good book, and creating memorable experiences with loved ones. Her personal interests allow her to bring a balanced perspective to her work, ensuring she not only understands the financial aspects of life but also the importance of living it fully.
Danielle looks forward to continuing her work at Morgan Stanley, helping clients navigate their financial futures with confidence.
Danielle’s career began after earning a Bachelor's degree in Business Administration with a concentration in Financial Analysis from the University at Buffalo. This academic foundation ignited her passion for wealth management and has guided her throughout her professional journey. Originally from Long Island, Danielle started her career at Ameriprise Financial and M&T Bank in New York City, where she gained a strong understanding of financial planning and client service. In 2011, Danielle relocated to South Florida to further pursue her career in wealth management. For more than 11 years, she served as a Financial Advisor at J.P. Morgan Wealth Management, helping a diverse range of clients with their financial needs.
In 2022, Danielle joined Morgan Stanley, where she continues to offer clients access to a comprehensive suite of resources and solutions. Her primary focus is to understand each client’s unique circumstances, tailoring strategies that align with their personal and financial goals. Danielle takes pride in building long-lasting relationships based on trust, transparency, and a genuine commitment to her clients' financial well-being. Whether it's retirement planning, investment strategies, or managing family wealth, she provides ongoing support and thoughtful guidance throughout every stage of life.
Outside of her professional life, Danielle enjoys spending quality time with her husband, Todd, and their family and friends. She loves traveling, tennis, reading a good book, and creating memorable experiences with loved ones. Her personal interests allow her to bring a balanced perspective to her work, ensuring she not only understands the financial aspects of life but also the importance of living it fully.
Danielle looks forward to continuing her work at Morgan Stanley, helping clients navigate their financial futures with confidence.
Securities Agent: MI, KS, IN, AK, TX, NJ, MT, MN, AZ, DC, SC, IL, CA, WI, GA, OR, DE, CT, CO, TN, KY, RI, NY, MD, PA, NM, WA, OH, NV, MO, MA, FL, VT, VA, UT, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 2392600
CA Insurance License #: 4365684
NMLS#: 2392600
CA Insurance License #: 4365684
About Edward L Klein
Passionate about guiding clients towards their dreams, Ed draws from over two decades of experience in the financial industry. His journey into financial advising began working alongside Ed's father, who imbued him with a deep-rooted understanding of the profession. Ed's personalized service model, supported by Morgan Stanley's robust platform, ensures clients receive tailored guidance. Recognized as a caring and knowledgeable financial confidant, Ed maintains close client contact, cherishing communication as the heart of his business.
Driven by a commitment to continuous learning, Ed distinguishes himself through his dedication to education. As a Certified Financial Planner™, he avidly consumes financial literature and attends seminars, empowering clients to make informed decisions.
Entering the financial industry in 1996, Ed's credentials include Certified Financial Planner™, Financial Planning Specialist, and licenses such as Series 7 and 66.
Ed graduated from the University of Pennsylvania in 1996. In his leisure time, Ed enjoys dining out, following sports—especially football and supporting the Miami Dolphins—and indulging in the latest Netflix series.
Married to Courtney with two children, Ashley and Matthew, Ed finds joy in family life and his beloved goldendoodle, Mack. Born and raised in North Miami Beach , Ed's community involvement reflects his dedication to making a positive impact. While his kids were growing up playing sports, Ed volunteered as a coach and sat on the Boards of Greater Boca Youth Soccer Association, West Boca Raton Softball Association, West Boca Youth Baseball, and Boca Flag Football and Cheer.
Driven by a commitment to continuous learning, Ed distinguishes himself through his dedication to education. As a Certified Financial Planner™, he avidly consumes financial literature and attends seminars, empowering clients to make informed decisions.
Entering the financial industry in 1996, Ed's credentials include Certified Financial Planner™, Financial Planning Specialist, and licenses such as Series 7 and 66.
Ed graduated from the University of Pennsylvania in 1996. In his leisure time, Ed enjoys dining out, following sports—especially football and supporting the Miami Dolphins—and indulging in the latest Netflix series.
Married to Courtney with two children, Ashley and Matthew, Ed finds joy in family life and his beloved goldendoodle, Mack. Born and raised in North Miami Beach , Ed's community involvement reflects his dedication to making a positive impact. While his kids were growing up playing sports, Ed volunteered as a coach and sat on the Boards of Greater Boca Youth Soccer Association, West Boca Raton Softball Association, West Boca Youth Baseball, and Boca Flag Football and Cheer.
Securities Agent: AZ, WI, SC, NM, KS, IN, CA, WA, RI, MI, PA, OH, MT, MD, MA, FL, VT, TX, MN, IL, UT, NY, NV, NC, MO, TN, NJ, AK, GA, CT, CO, DE, DC, VA, OR, KY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278724
CA Insurance License #: 0E26136
NMLS#: 1278724
CA Insurance License #: 0E26136
About Dvora Lange Callahan
Comprehensive wealth management takes a unique set of skills that go well beyond general financial planning and investment management. It takes a team of experienced professionals who have acquired the insights, wisdom and experience needed to tackle your family’s personal financial challenges. Dvora Lange Callahan at Morgan Stanley works extensively to help grow and preserve wealth through multi-generations. With a deep history of client loyalty and enduring relationships, Dvora focuses on what is most important to you. She provides the skills, sophisticated strategies and disciplined process needed to help you make informed decisions about your future, your family and your family finances with clarity and confidence. Dvora uses her astute problem-solving skills to identify forward-thinking strategies that can help meet and exceed your objectives. She believes the more complex your situation, the more valuable she is to you, and the more rewarding your overall experience can potentially be. Dvora combines the world-class resources of a premium global firm, Morgan Stanley, with the intimate relationship you expect from a boutique firm. Dvora Lange Callahan is proud of the services and solutions she offers clients and welcomes the opportunity to deliver this same level of excellence to you and your family. Securities Agent: NY, NV, MO, DC, FL, DE, TN, NJ, MD, KY, CT, CA, TX, MA, IL, AZ, SC, RI, VA, OH, UT, NC, MT, CO, WA, VT, PA, NM, MN, GA, WI, OR; General Securities Representative; Investment Advisor Representative; Managed Futures NMLS#: 1255360 CA Insurance License #: 0D0194
Securities Agent: NY, NV, MO, DC, FL, DE, TN, NJ, MD, KY, CT, CA, TX, MA, IL, AZ, SC, RI, VA, OH, UT, NC, MT, CO, WA, VT, PA, NM, MN, GA, WI, OR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255360
CA Insurance License #: 0D0194
NMLS#: 1255360
CA Insurance License #: 0D0194
About Shamika Myers
Shamika has been with the firm for more than 26 years and as an experienced Senior Client Service Associate, she assists the team’s Financial Advisors in reviewing client accounts and provides administrative and operational support for clients. Shamika was born and raised in Deerfield Beach, Florida. She lives in Pompano Beach, Florida with her domestic partner, Shawn and their children, Kennedi (7) and LJ (4).
About Daniel Hein
Daniel Hein, a valued member of the team since September of 2023, is the group’s Wealth Management Analyst. His passion is continuous learning, especially in connection with helping clients reach their financial goals.
In his role, Daniel consolidates information on companies, leveraging Morgan Stanley’s world class research platform, empowering Financial Advisors to make sound portfolio management decisions for clients. Through Morgan Stanley’s proprietary LifeView® platform, he develops financial plans allowing Financial advisors to more effectively collaborate with clients to define goals and anticipate challenges on their path to financial success.
Prior to Morgan Stanley he worked at NextEra Energy (a Fortune 500 Company) based in Juno Beach Florida. In his role on the Treasury team, Daniel issued debt and equity for the company as well as hedged interest rate risk through swaps. He is a graduate from the University of Florida with a bachelor’s degree in finance.
A native to South Florida, he enjoys taking advantage of the warm weather, playing golf, tennis, as well as spending quality time with family.
In his role, Daniel consolidates information on companies, leveraging Morgan Stanley’s world class research platform, empowering Financial Advisors to make sound portfolio management decisions for clients. Through Morgan Stanley’s proprietary LifeView® platform, he develops financial plans allowing Financial advisors to more effectively collaborate with clients to define goals and anticipate challenges on their path to financial success.
Prior to Morgan Stanley he worked at NextEra Energy (a Fortune 500 Company) based in Juno Beach Florida. In his role on the Treasury team, Daniel issued debt and equity for the company as well as hedged interest rate risk through swaps. He is a graduate from the University of Florida with a bachelor’s degree in finance.
A native to South Florida, he enjoys taking advantage of the warm weather, playing golf, tennis, as well as spending quality time with family.
About Denise Libow
Denise began her career with Shearson Lehman Brothers in 1986. She is an experienced Senior Registered Client Service Associate who assists the teams Financial Advisors by providing administrative and operational support for clients. Denise was born and raised in New York and relocated to Boca Raton in 1993. She lives with her domestic partner Rob and enjoys vacationing with friends in Turks and Caicos.
About Jeremy Doucette
Jeremy Doucette graduated from Farmingdale State College with a bachelor’s degree in business management and a specialization in Legal Studies. Jeremy spent time during his higher education working for a NY District Attorney & The New York State Assembly. As a NCAA athlete, Jeremy played Division 3 lacrosse as a goalie. Originally from Long Island, NY, Mr. Doucette moved to South Florida in 2022 to further his career in West Palm Beach with Morgan Stanley. His current role of Registered Client Service Associate allows him to share his expertise in brokerage operations and work with clients daily. Prior to joining Morgan Stanley, Jeremy was a Registered Associate with Merrill Lynch. He is actively engaged within his community & volunteers through firm initiatives. When away from his desk, Jeremy can be found working on his golf game, snowboarding, or enjoying a good book. Disclaimer: This role cannot solicit or provide investment advice.
About Janet Smith
Janet Smith serves as the Business Development Director for The GenVue Group. She leverages over 30 years of management experience to help ensure the team’s clients receive an exceptional experience. Janet oversees various aspects of the business including business development, marketing, and plays a critical role in enhancing client outcomes by developing customized solutions tailored to the unique needs of each client.
Prior to joining Morgan Stanley in 2023, Janet worked at Merrill Lynch as a Market Supervision Officer where she managed compliance, administrative and business functions. Prior to this, she spent 16 years at UBS Wealth Management, Private Wealth Management, and the Global Family Office where she supported the Ultra High Net Worth business segment. Janet holds FINRA® Series 3, 7, 9, 10, 63, 65 and Florida Life Insurance licenses. She attended West Chester University with a major in Biology. Janet’s past community involvement includes mentoring at risk students, providing support to survivors of brain injuries and their families, and volunteering at local food kitchens. Janet was born and raised in Pennsylvania before relocating to Boca Raton Florida in 2023 with her Yorkie, Teddy. She enjoys travel and spending time with family and friends, most of all she enjoys spending time with her grandson, Charlie.
Prior to joining Morgan Stanley in 2023, Janet worked at Merrill Lynch as a Market Supervision Officer where she managed compliance, administrative and business functions. Prior to this, she spent 16 years at UBS Wealth Management, Private Wealth Management, and the Global Family Office where she supported the Ultra High Net Worth business segment. Janet holds FINRA® Series 3, 7, 9, 10, 63, 65 and Florida Life Insurance licenses. She attended West Chester University with a major in Biology. Janet’s past community involvement includes mentoring at risk students, providing support to survivors of brain injuries and their families, and volunteering at local food kitchens. Janet was born and raised in Pennsylvania before relocating to Boca Raton Florida in 2023 with her Yorkie, Teddy. She enjoys travel and spending time with family and friends, most of all she enjoys spending time with her grandson, Charlie.
About Deborah Williams
Deborah Williams is a Senior Registered Associate with the GenVue Group. She joined the firm in 1992 and has over 30 years’ experience providing administrative support to the Financial Advisors and clients.
Outside of her professional life, she enjoys spending time with her husband, Gordon, and their dog Inga.
Outside of her professional life, she enjoys spending time with her husband, Gordon, and their dog Inga.
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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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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 GenVue 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 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
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley 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.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Morgan 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.
7Investors 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.
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 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 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
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley 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.
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Morgan 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.
7Investors 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.
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 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)
