Russell D Kelley
First Vice President, Resident Manager
Phone:
(479) 571-6224(479) 571-6224
The Kelley Group at Morgan Stanley
Direct:
(479) 571-6237(479) 571-6237
Toll-Free:
(800) 214-9454(800) 214-9454
Our Mission Statement
We are a dedicated team offering personalized service to help you achieve your financial goals of today, tomorrow, and beyond.
Our Promise
Simply put, we exist to help clients navigate a complicated financial world and work with you to help achieve your financial goals. When you work with us we will learn from you about your current financial picture – where are you now? We’ll then find out where you’d like to be – what are your dreams and goals? Finally, we’ll deliver a strategy designed to set you on a path to success and walk with you all along the way to help see you through to your goals.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Planning Process
At The Kelley Group we believe firmly in the need for a quality and comprehensive financial plan. Not only does the planning process provide you with a clear path forward to your goals, but it also provides us with the opportunity to get to know each of our clients, their personalities, and the things that make their situations unique. We offer financial planning services to all of our clients and prospective clients at no cost other than the investment of some time. In general, there are 4 steps to our process
Step 1: Review Your Current Financial Situation
In this first step we will look at your current financial situation with regards to your income, savings, living expenses, and debts. Much like a doctor needs an X-ray or MRI to make a proper diagnosis, a full review of your current financial life gives us the visibility we need to make necessary recommendations unique to you.
Step 2: Determining Your Financial Goals
The purpose of this step is to determine your needs and wants. Your goals can range from having enough for retirement, funding college, transfer of wealth, buying a home or developing an investment program to increase financial security.
Step 3: Creation Of A Plan and Implementation
In this step we will combine what we learned in Step 1 and where you'd like to go from Step 2 and develop action items to help get you there. These could range anywhere from setting up a new savings plan or updating your investment portfolio to getting you in contact with an insurance specialist or private banker to meet more specific needs.
Step 4: Ongoing Review Of The Plan
When we create a plan, we don't deliver our findings and action steps to you and say "see you in 5 or 10 years, hope it works out". A lot can happen in life between when we initially put a plan together and when the ultimate goal is reached. These changes must be accounted for. We like to say that financial plans are living-breathing documents that are dynamic and track changes as they occur allowing us to adjust course when necessary and make sure we're staying on track to reach your goals. Regular check-ins each year will allow us to keep your plan up to date.
We Care
At The Kelley Group, we help our clients reach their financial goals. We offer strategies to help grow, manage, and preserve your wealth.
When working with The Kelley Group, you will gain access to a wealth management team that believes in community, care and accountability. We also have the experience, and resources to help you reach your goals.
Our team understands the complexity of planning and working with a reliable advisory team can help you navigate these challenges. We will account for cash and debt, investment planning, estate planning strategies, and risk management when we create your custom plan, to ensure that it is best fit for you.
When working with The Kelley Group, you will gain access to a wealth management team that believes in community, care and accountability. We also have the experience, and resources to help you reach your goals.
Our team understands the complexity of planning and working with a reliable advisory team can help you navigate these challenges. We will account for cash and debt, investment planning, estate planning strategies, and risk management when we create your custom plan, to ensure that it is best fit for you.
Our Clients Include:
- Multi-Generational Families
- Retirees and Individuals Planning for Retirement
- Professionals and Business Owners
- Referrals from Existing Clients
Live A Financially Educated Life
We believe ongoing financial education leads to a better understanding of how to manage your assets and preserve your wealth. To that end, we have provided several resources to help broaden the scope of what the firm has to offer.
4.50% Annual Percentage Yield - Preferred Savings Program
Morgan Stanley clients with eligible brokerage accounts can earn 4.50% APY through deposits into our Preferred Savings Program for qualifying cash. Reach out to take advantage of this great rate.
Thoughts On The Market Podcast
Join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
On the Markets Report
Go through detailed market commentary from Morgan Stanley's leaders on topics such as global equities, fixed income, monetary policy and more.
2023 Tax Tables
This document outlines the 2023 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
Please refer to the document below for more information
Digital Resources
At The Kelley Group, we strive to provide our clients and prospects with the most update to date information. With over 50+ years’ of combined experience, we have helped out countless clients and prospects find the right answer to their financial problems. We offer these financial resources and tools to help.
Morgan Stanley Online
Morgan Stanley Online digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps.
Morgan Stanley Online
Digital Vault
Keeping important documents and financial records organized and readily available is one the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Digital Vault
MS Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond. Click the link below for more information and to access a library of interesting content.
MS Podcast
Total Wealth View
Here is a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile. The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll In eDeliveryLocation
438 Millsap Rd
Ste 100
Fayetteville, AR 72703
US
Direct:
(479) 571-6237(479) 571-6237
Toll-Free:
(800) 214-9454(800) 214-9454
Meet The Kelley Group
Phone:
(479) 571-6237(479) 571-6237
Phone:
(479) 571-6215(479) 571-6215
Jacie Ward
Client Service Associate
About Russell D Kelley
Russ Kelley has been working in banking and finance since 1972. He became a Financial Advisor with Shearson Lehman Hutton in 1988 and has been with Morgan Stanley since 2009. His experience in the industry has been invaluable in helping individuals and families of all backgrounds and circumstances achieve their financial goals. Russ and his wife Vicki have lived in Northwest Arkansas since 1973 and have two sons, Patrick and Phillip. He is an avid horseman who often jokes that he wouldn’t mind being reincarnated as one of his 3 horses. When he’s not in the office or tending to his horses you can find he and Vicki moonlighting as a professional grandparents to their 4 grandchildren.
Securities Agent: RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CA, AZ, AR, AL, AK, CO, ME, WY, WV, WI, WA, VI, VA, UT, TX, TN, SD, SC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1399302
NMLS#: 1399302
About Patrick R Kelley
Patrick Kelley began working with his father, Russ, as a Financial Advisor when he graduated from the University of Arkansas in 2000 and has been with Morgan Stanley since 2009. He is a problem solver and a wonderful communicator who excels in making sure his clients are comfortable with and understand their financial situation, no matter how complicated. Patrick is married to Lindsey and together they have three amazing and hysterical sons: Parker, Griffin and Carson. You’ll often find the Kelley’s cheering at one of the boy’s various baseball tournaments, basketball or football games across the state.
Securities Agent: DC, DE, HI, ME, MT, ND, NH, WY, WV, WI, VA, TX, TN, SD, SC, PA, OR, OK, NY, NM, NJ, NE, NC, MS, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, FL, CT, CO, CA, AZ, AR, AL, RI, NV, OH, PR, UT, VI, VT, WA, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1463081
NMLS#: 1463081
About Ross Larwood
Ross Larwood is the newest member of the Kelley Group at Morgan Stanley, joining us and Morgan Stanley in the summer of 2018. Ross met Patrick in the fall of 2012 through their church and a sort of mentorship was formed. Patrick’s youngest son Carson was even the ring bearer at Ross and his wife Amy’s wedding! Ross’ background is in economics and data analytics. Most recently he worked in business intelligence in the Walmart supplier community – with that he naturally brings an analytical mind to our team. While his interests are too varied and numerous to count, Ross and Amy enjoy anything revolving around their three kids - Nora, Rowan and Selah, great food or the great outdoors.
Securities Agent: IL, MS, OK, SC, VA, LA, WY, WI, TX, TN, SD, RI, PA, OR, OH, NY, NV, NM, NJ, NE, NC, MO, MN, MD, KY, KS, IN, ID, IA, GA, FL, CT, CO, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1809629
NMLS#: 1809629
Contact Russell D Kelley
Contact Patrick R Kelley
Contact Ross Larwood
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
Whitney Syme
Associate Private Banker
About Whitney Syme
Whitney Syme is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Alabama, Arkansas, and Florida.
Associate Private Bankers partner with Private Bankers and 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.
Whitney began her career in financial services in 2006 when she joined Morgan Stanley. Prior to her current role she served as a Business Development Associate and as a Senior Complex Service Manager.
Whitney is a graduate of the Auburn University, where she received a Bachelor of Science in Marketing. She lives in Birmingham, Alabama with her family. Whitney is a member of the Big Oak Ranch Auxiliary and Vestavia Hills Elementary Cahaba Heights Parent Teacher Organization. Outside of the office, Whitney enjoys painting, hiking, skiing, and traveling
Associate Private Bankers partner with Private Bankers and 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.
Whitney began her career in financial services in 2006 when she joined Morgan Stanley. Prior to her current role she served as a Business Development Associate and as a Senior Complex Service Manager.
Whitney is a graduate of the Auburn University, where she received a Bachelor of Science in Marketing. She lives in Birmingham, Alabama with her family. Whitney is a member of the Big Oak Ranch Auxiliary and Vestavia Hills Elementary Cahaba Heights Parent Teacher Organization. Outside of the office, Whitney enjoys painting, hiking, skiing, and traveling
NMLS#: 2277780
Private Bankers, Ultra High Net Worth ("UHNW") Specialists, PBG Market Managers, Lending Advisors, Mortgage Consultants, Regional Mortgage Specialist, Cash Management Specialists, 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
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 Kelley 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 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 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.
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
5Investors 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.
6Morgan 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.
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.
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 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.
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
5Investors 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.
6Morgan 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.
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), 4763067 (9/2025)
