Senior Vice President, Financial Advisor, Senior Portfolio Manager, Corporate Retirement Director, Financial Wellness Director
Phone:
(703) 394-1915(703) 394-1915
The Marsh, Stone, Huang Group at Morgan Stanley
Our Mission Statement
Serving others and providing peace of mind.
About Us
The Marsh, Stone, Huang Group at Morgan Stanley is a 9-person wealth management practice headquartered in the DC area that is committed to serving individuals and families with considerable wealth. Our Clients include founders, executives, and engineers throughout Silicon Valley and across the country.
We have assembled a diverse team of finance professionals with extensive knowledge across a wide range of disciplines. Grant Marsh is a Corporate Retirement Director, a designation assigned to less than 2% of Morgan Stanley’s 16,000 advisors to signify their specialty in working with corporate retirement plans. George Stone is a former Lead Market Maker on the Pacific Stock Exchange, endowing him with extensive knowledge of the financial markets and esoteric investment vehicles. Jack Huang spent nearly 15 years with Bank of America and is an expert regarding cash management solutions. Amir Brenner leads the Team’s alternative investments efforts and has an abundance of experience with liquidity event planning and executive compensation. Hunter Johnson recently earned his C(k)P® (Certified 401(k) Professional) designation and plays a large role in the Team’s institutional practice. Parker Rist develops financial plans for Clients while spearheading the Team’s marketing, business development, and relationship management models. Veronique Caumeil plays an active role in the Team’s business development function and specializes in working with women entrepreneurs and financiers.
As a client of The Marsh, Stone, Huang Group, you will benefit from the attention and personalized care of a family office, coupled with the strength and resources of a leading global financial institution. We purposefully limit our number of clients so that we can provide the attentive and detailed service that significant wealth demands and deserves.
On the private wealth front, we have the privilege of advising clients in all areas of wealth strategy, including liquidity event planning, stock-based compensation, portfolio management, retirement planning, trust and estate planning strategies, cash management, and lending solutions.
On the institutional front, we work with companies to improve their retirement plans, implement deferred compensation programs, buy and sell other companies, provide private wealth services to their core of executives, and offer Financial Wellness programs to their entire employee base.
We pride ourselves on following a disciplined process and look forward to serving you.
We have assembled a diverse team of finance professionals with extensive knowledge across a wide range of disciplines. Grant Marsh is a Corporate Retirement Director, a designation assigned to less than 2% of Morgan Stanley’s 16,000 advisors to signify their specialty in working with corporate retirement plans. George Stone is a former Lead Market Maker on the Pacific Stock Exchange, endowing him with extensive knowledge of the financial markets and esoteric investment vehicles. Jack Huang spent nearly 15 years with Bank of America and is an expert regarding cash management solutions. Amir Brenner leads the Team’s alternative investments efforts and has an abundance of experience with liquidity event planning and executive compensation. Hunter Johnson recently earned his C(k)P® (Certified 401(k) Professional) designation and plays a large role in the Team’s institutional practice. Parker Rist develops financial plans for Clients while spearheading the Team’s marketing, business development, and relationship management models. Veronique Caumeil plays an active role in the Team’s business development function and specializes in working with women entrepreneurs and financiers.
As a client of The Marsh, Stone, Huang Group, you will benefit from the attention and personalized care of a family office, coupled with the strength and resources of a leading global financial institution. We purposefully limit our number of clients so that we can provide the attentive and detailed service that significant wealth demands and deserves.
On the private wealth front, we have the privilege of advising clients in all areas of wealth strategy, including liquidity event planning, stock-based compensation, portfolio management, retirement planning, trust and estate planning strategies, cash management, and lending solutions.
On the institutional front, we work with companies to improve their retirement plans, implement deferred compensation programs, buy and sell other companies, provide private wealth services to their core of executives, and offer Financial Wellness programs to their entire employee base.
We pride ourselves on following a disciplined process and look forward to serving you.
Services Include
- Wealth ManagementFootnote1
- Cash ManagementFootnote2
- Financial PlanningFootnote3
- Professional Portfolio ManagementFootnote4
- Alternative InvestmentsFootnote5
- Corporate Retirement PlansFootnote6
- Corporate Investment SolutionsFootnote7
- Trust ServicesFootnote8
- Estate Planning StrategiesFootnote9
- Philanthropic ManagementFootnote10
- Planning for Education FundingFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Marsh, Stone, Huang Group
Grant Marsh
Grant is a CERTIFIED FINANCIAL PLANNER certificant (a designation earned from the CFP Board of Standards, Inc.), holds the Certified 401(k) Professional designation, & the Certified Exit Planning Advisor designation.
Grant joined Morgan Stanley in June 2022, after serving as a Senior Wealth Management Advisor & Senior Retirement Benefits Consultant with Merrill Lynch for 24 years. He previously served our country as an Airborne Infantryman & Special Operations (RANGER) Qualified Captain in the U.S. Army. He graduated with honors from the University of Arkansas with degrees in both Finance and Economics, & later earned an MBA from Troy University. He & his wife, Joan, reside in Dallas, Texas.
Grant joined Morgan Stanley in June 2022, after serving as a Senior Wealth Management Advisor & Senior Retirement Benefits Consultant with Merrill Lynch for 24 years. He previously served our country as an Airborne Infantryman & Special Operations (RANGER) Qualified Captain in the U.S. Army. He graduated with honors from the University of Arkansas with degrees in both Finance and Economics, & later earned an MBA from Troy University. He & his wife, Joan, reside in Dallas, Texas.
George Stone
George Stone holds the Chartered Retirement Planning Counselor designation. Prior to joining Morgan Stanley Wealth Management in June of 2022, he spent 26 years with asset management firms serving as a portfolio trader & a lead market maker at the Pacific Stock Exchange. He has been a featured speaker on CNBC & Bloomberg networks & chaired committees for the exchange.
George is a graduate of the University of Iowa, with a B.A. in Portuguese & a certificate in International Business. In his spare time, George enjoys playing chess, wherein he is an International Master in Correspondence Chess. He, his wife, Kirsten, & their two sons reside in Vienna, VA.
George is a graduate of the University of Iowa, with a B.A. in Portuguese & a certificate in International Business. In his spare time, George enjoys playing chess, wherein he is an International Master in Correspondence Chess. He, his wife, Kirsten, & their two sons reside in Vienna, VA.
Jack Huang
Jack Huang holds the Chartered Retirement Planning CounselorSM designation. He joined Morgan Stanley in the summer of 2022. Jack started in the Wealth Management industry in the spring of 2008 as a Global Wealth Management Advisory Intern and then became a Client Associate in 2010. Jack joined the Marsh, Stone, Huang Group as a Financial Advisor & Partner in May 2016.
Jack is native to Taipei, Taiwan, but has called Northern Virginia his home for nearly two decades. Jack attained a bachelor’s degree in Finance from George Mason University. He is fluent in Mandarin Chinese, Taiwanese, & English. He is also conversational in Spanish & Russian. Jack, his wife, Tatyana, & their 2 sons reside in Sterling, VA.
Jack is native to Taipei, Taiwan, but has called Northern Virginia his home for nearly two decades. Jack attained a bachelor’s degree in Finance from George Mason University. He is fluent in Mandarin Chinese, Taiwanese, & English. He is also conversational in Spanish & Russian. Jack, his wife, Tatyana, & their 2 sons reside in Sterling, VA.
Amir Brenner
Within the Marsh, Stone, Huang Group, Amir works exclusively with business owners and C-suite corporate executives. Below are a few of the services Amir concentrates in providing clients and their families:
1) Alternative Investments; Private Equity, Private Real Estate, Hedge Fund Strategies, Structured Notes, IPOs
2) Liquidity Event Planning; Cash Flow, Tax Minimization & Deferral Strategies, & Portfolio Construction
3) Executive Compensation; Restricted Stock, Stock Options, Performance Awards, Deferred Compensation
4) Legacy Planning; Trust & Estate Administration and Wealth Transfer
5) Cash Management & Lending through Morgan Stanley Private Bank
Amir is a graduate of George Mason University, and is fluent in Spanish.
Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
Morgan Stanley Private Bank, National Association, and Morgan Stanley Bank, N.A. are affiliates of Morgan Stanley Smith Barney LLC, and are each a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency.
1) Alternative Investments; Private Equity, Private Real Estate, Hedge Fund Strategies, Structured Notes, IPOs
2) Liquidity Event Planning; Cash Flow, Tax Minimization & Deferral Strategies, & Portfolio Construction
3) Executive Compensation; Restricted Stock, Stock Options, Performance Awards, Deferred Compensation
4) Legacy Planning; Trust & Estate Administration and Wealth Transfer
5) Cash Management & Lending through Morgan Stanley Private Bank
Amir is a graduate of George Mason University, and is fluent in Spanish.
Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
Morgan Stanley Private Bank, National Association, and Morgan Stanley Bank, N.A. are affiliates of Morgan Stanley Smith Barney LLC, and are each a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency.
Parker Rist
Parker joined Morgan Stanley Wealth Management in June 2022 after four years at Merrill Lynch. He spearheads the Team's financial planning, relationship management, and business development models. Most of his Clients are C-suite executives and/or business owners that are seeking guidance regarding portfolio management, alternative investments, stock-based compensation, and estate planning.
Parker attended the University of Maryland, where he graduated summa cum laude with a degree in Finance from the Robert H. Smith School of Business. He was born, raised, and resides in Montgomery County, Maryland. In his spare time, Parker enjoys spending time with family and working on cars and/or home improvement projects.
Parker attended the University of Maryland, where he graduated summa cum laude with a degree in Finance from the Robert H. Smith School of Business. He was born, raised, and resides in Montgomery County, Maryland. In his spare time, Parker enjoys spending time with family and working on cars and/or home improvement projects.
Hunter Johnson
Hunter brings extensive experience and a client-centered approach to the team, concentrating in both private and institutional wealth management. He began his professional journey at Merrill Lynch in 2017, joining our team shortly after. In June 2022, he moved with the team to Morgan Stanley, where he focuses on working with business owners, attorneys, and senior-level executives. His experience extends to corporate clients across diverse sectors, including government contracting, software, biotechnology, healthcare, education, and non-profits.
Hunter's background in finance began while attending Christopher Newport University, where he earned his degree while assisting his father in managing his self-owned wealth management firm. He holds the Certified 401(k) Professional and Chartered Retirement Planning Counselor designations, demonstrating his commitment to delivering comprehensive retirement and investment strategies for his clients.
Originally from Beaverdam, VA, Hunter now resides in Vienna, VA, with his wife, Kimmie, and their dog, Ari. Outside of work, he stays active through soccer, golf, and running.
Hunter's background in finance began while attending Christopher Newport University, where he earned his degree while assisting his father in managing his self-owned wealth management firm. He holds the Certified 401(k) Professional and Chartered Retirement Planning Counselor designations, demonstrating his commitment to delivering comprehensive retirement and investment strategies for his clients.
Originally from Beaverdam, VA, Hunter now resides in Vienna, VA, with his wife, Kimmie, and their dog, Ari. Outside of work, he stays active through soccer, golf, and running.
Veronique Caumeil
Veronique Caumeil is a financial advisor for the Marsh, Stone, Huang Group. She focuses on business development, helping female founders, executives, and financiers build, preserve, and manage their wealth. At her previous firm, Veronique worked within mergers & acquisitions and the institutional business.
Veronique gradated with a BS from Virginia Tech. Originally from Oakton, Virginia, Veronique currently resides in Arlington, Virginia. In her spare time, Veronique enjoys travelling, working out, and reading.
NMLS #2665635
Veronique gradated with a BS from Virginia Tech. Originally from Oakton, Virginia, Veronique currently resides in Arlington, Virginia. In her spare time, Veronique enjoys travelling, working out, and reading.
NMLS #2665635
Anie Zarookian
Anie Zarookian leads the Team’s Client Service & Operational Excellence. Anie joined Morgan Stanley in June 2022. She started her career as an intern at Merrill Lynch in 2004 & was hired as a Client Associate in the Los Angeles office in 2007. She was born & raised in California & earned her Bachelor’s in English Literature from UCLA in 2005. She is fluent in Armenian, & conversational in Spanish & German. Anie, her husband, Armen, & their two sons reside in Oakton, VA.
Faisal Alasmari
Faisal is a Registered Associate. He joined Morgan Stanley in 2023 as an Associate after building a successful career in wealth management. Before joining Morgan Stanley, Faisal excelled at JPMorgan Chase, where he was consistently recognized as a top performer for his communication skills, client reliability, and ability to foster strong relationships.
Faisal’s journey into finance began with a Master’s degree in Finance and Risk Management from Northern Illinois University, which he earned with honors. His background also includes advanced certifications in Financial Risk Management and FinTech, equipping him with the experience to navigate today’s evolving financial landscape. Prior to his work in wealth management, Faisal gained experience at Charles Schwab as a Financial Services Broker and served as a Financial Inspector at Saudi Arabia’s Capital Market Authority, where he oversaw regulatory compliance and risk assessments for over 250 companies.
Faisal was born raised in Riyadh, Saudi Arabia, He spent seven years in Chicago before settling in Alexandria, Virginia, in 2023. Outside of work, he enjoys soccer, horse riding, and camping. When not exploring the outdoors, he values time with his close-knit family, which includes four brothers and one sister.
Faisal’s journey into finance began with a Master’s degree in Finance and Risk Management from Northern Illinois University, which he earned with honors. His background also includes advanced certifications in Financial Risk Management and FinTech, equipping him with the experience to navigate today’s evolving financial landscape. Prior to his work in wealth management, Faisal gained experience at Charles Schwab as a Financial Services Broker and served as a Financial Inspector at Saudi Arabia’s Capital Market Authority, where he oversaw regulatory compliance and risk assessments for over 250 companies.
Faisal was born raised in Riyadh, Saudi Arabia, He spent seven years in Chicago before settling in Alexandria, Virginia, in 2023. Outside of work, he enjoys soccer, horse riding, and camping. When not exploring the outdoors, he values time with his close-knit family, which includes four brothers and one sister.
Working With You
1: Introduce Our Team & The Firm
A brief introductory conversation allows us to share the full breadth of what Morgan Stanley can offer, identifying which areas are of greatest interest to you and your family. Team structure, core competencies, and fee structure are explained at length.
2: Discover Your Goals & Aspirations
A subsequent discovery call will take a deep dive into your financial situation, now and in the future. Retirement goals, risk tolerance, savings and contribution rates, asset allocation, education expenses, large purchases, philanthropy, and much, much more will be covered.
3: Propose, Discuss, & Implement Wealth Strategies
A recommendation meeting provides you a chance to ask questions while we provide both qualitative and quantitative advice in describing how our Team could serve your family. Recommendations encompass the entirety of your financial life, from investment management, to tax-minimization strategies, to education funding, to trust & estate planning.
4: Track Progress, Monitor Investments, and Make Necessary Adjustments
During our working relationship, we will reconnect at a cadence defined by you to provide updates on your progress, discuss recent financial news, propose adjustments, and ensure mutual comfort and understanding. Performance reporting is published monthly and detailed portfolio information can be accessed on-demand via Morgan Stanley Online.
Extensive Suite of Services
With considerable wealth comes considerable complexity. Marsh, Stone, Huang Group leverages the full breadth of resources offered by Morgan Stanley to intelligently, effectively, and prudently strategize upon your wealth.
Wealth Management
Wealth management combines all facets of your life, both quantitative and qualitative. We dive deeply into your situation to unearth the interdependencies across your family, your personal life, and your work. Ultimately, our goal is the development of a comprehensive wealth strategy that supports all generations of your family.
Morgan Stanley Wealth Management Capabilities
Portfolio Management
Morgan Stanley's Global Investment Office provides asset allocation guidance, managed portfolio solutions, and investment manager due diligence to ensure that you have access to first-class investment solutions. Portfolio management is a consultative process driven by your risk appetite, time horizon, and liquidity needs.
Portfolio Management
Alternative Investments
Morgan Stanley is an industry-leader in alternative investments, with a 50% market share, a team of due diligence analysts, and over $140 billion in alternative assets under management. Eligible investors have access to hedge fund strategies, private equity, private real estate, private credit, opportunity zones, and much more.
Alternative Investments
Family Office Resources
Family Office Resources Generalists (FORGs) help clients and Financial Advisors curate and navigate an expansive suite of highly specialized resources to address the complex, multifaceted challenges of managing significant wealth so Clients may make complicated decisions confidently. Ultra-high net worth specialists work with financial advisors to help Clients dive deeper into areas such as family governance, legacy planning, and philanthropic management.
Family Office Resources
Executive Compensation
Whether it's restricted stock units, stock options, Rule 10b5-1 Plans, concentrated stock positions, or securities-based lines of credit, navigating executive compensation is something that should be approached thoughtfully and with the help of experts.
Executive Compensation
Cash Management
Morgan Stanley offers a comprehensive suite of cash management solutions. Our Preferred Savings Program, partnership with American Express, spending and budgeting tools, and digital platform provide Clients with flexible, competitive access to liquidity.
Resources & Literature
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
Read The Latest Report
On The Markets Report
Every month, Morgan Stanley’s top research analysts publish their “On the Markets” report, providing detailed market commentary on such topics as global equities, fixed income and monetary policy.
Read The Latest Report
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen To The Latest Episode
Morgan Stanley Online
Morgan Stanley Online (MSO) can be viewed via desktop or mobile app and allows Clients to view account balances, initiate transfers, track spending, securely share documents, aggregate external assets, make deposits, pay bills, and view their financial plan in real time.
Morgan Stanley OnlineLocation
1650 Tysons Blvd
Suite 1000
McLean, VA 22102
US
Direct:
(703) 394-1925(703) 394-1925
Meet The Marsh, Stone, Huang Group
Phone:
(703) 394-1916(703) 394-1916
Amir Brenner, CRPC®
First Vice President, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(703) 394-1917(703) 394-1917
Phone:
(703) 394-1918(703) 394-1918
Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation
Phone:
(757) 493-2154(757) 493-2154
Veronique Caumeil
Financial Advisor, Financial Planning Specialist
Phone:
(703) 394-1931(703) 394-1931
Anie T. Zarookian, CRPC®
Assistant Vice President, Wealth Management Associate
Phone:
(703) 394-1925(703) 394-1925
Faisal Alasmari
Client Service Associate
Phone:
(703) 394-1926(703) 394-1926
About Me
Grant is a CERTIFIED FINANCIAL PLANNER certificant (a designation earned from the CFP Board of Standards, Inc.), holds the Certified 401(k) Professional designation, & the Certified Exit Planning Advisor designation.
Grant joined Morgan Stanley in June 2022, after serving as a Senior Wealth Management Advisor & Senior Retirement Benefits Consultant with Merrill Lynch for 24 years. He previously served our country as an Airborne Infantryman & Special Operations (RANGER) Qualified Captain in the U.S. Army. He graduated with honors from the University of Arkansas with degrees in both Finance and Economics, & later earned an MBA from Troy University. He & his wife, Joan, reside in Dallas, Texas.
Grant joined Morgan Stanley in June 2022, after serving as a Senior Wealth Management Advisor & Senior Retirement Benefits Consultant with Merrill Lynch for 24 years. He previously served our country as an Airborne Infantryman & Special Operations (RANGER) Qualified Captain in the U.S. Army. He graduated with honors from the University of Arkansas with degrees in both Finance and Economics, & later earned an MBA from Troy University. He & his wife, Joan, reside in Dallas, Texas.
Securities Agent: LA, KS, AZ, PA, NJ, MI, MD, AR, NH, NE, HI, TN, IL, SC, OR, NY, NM, CT, CO, UT, MT, IN, WV, MO, DC, AL, WI, WA, TX, NC, MA, KY, GA, CA, VA, PR, ME, FL, DE, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 638989
NMLS#: 638989
About Me
George Stone holds the Chartered Retirement Planning Counselor designation. Prior to joining Morgan Stanley Wealth Management in June of 2022, he spent 26 years with asset management firms serving as a portfolio trader & a lead market maker at the Pacific Stock Exchange. He has been a featured speaker on CNBC & Bloomberg networks & chaired committees for the exchange. George is a graduate of the University of Iowa, with a B.A. in Portuguese & a certificate in International Business. In his spare time, George enjoys playing chess, wherein he is an International Master in Correspondence Chess. He, his wife, Kirsten, & their two sons reside in Vienna, VA.
Securities Agent: WI, MD, OH, MI, SC, NJ, LA, FL, CT, CA, VA, TX, IN, WA, GA, DC, CO, MA, DE, TN, KY, IL, PA, NY, NC, MO, AZ, WV, ID, AL, UT, NH, AR; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1078493
NMLS#: 1078493
About Me
Within the Marsh, Stone, Huang Group, Amir works exclusively with Corporate Executives, from the Vice President to C-Suite Level. Below are a few of the services Amir specializes in providing clients and their families:
1) Executive Compensation; Restricted Stock, Stock Options, Performance Awards, Deferred Compensation
2) Alternative Investments; Private Equity, Private Real Estate, Hedge Fund Strategies, Structured Notes, IPOs
3) Retirement Planning; Tax Minimization & Deferral Strategies
4) Legacy Planning; Trust & Estate Administration and Wealth Transfer
5) Banking & Lending through Morgan Stanley Private Bank
Amir is a graduate of George Mason University, and is fluent in Spanish.
1) Executive Compensation; Restricted Stock, Stock Options, Performance Awards, Deferred Compensation
2) Alternative Investments; Private Equity, Private Real Estate, Hedge Fund Strategies, Structured Notes, IPOs
3) Retirement Planning; Tax Minimization & Deferral Strategies
4) Legacy Planning; Trust & Estate Administration and Wealth Transfer
5) Banking & Lending through Morgan Stanley Private Bank
Amir is a graduate of George Mason University, and is fluent in Spanish.
Securities Agent: CO, TX, MA, FL, PA, NH, DC, LA, WV, ID, GA, VA, DE, NJ, MD, CT, WI, AL, UT, TN, OH, IL, MI, CA, AZ, SC, NY, MO, KY, IN, AR, NC, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1689746
NMLS#: 1689746
About Me
Jack Huang holds the Chartered Retirement Planning CounselorSM designation. He joined Morgan Stanley in the summer of 2022. Jack started in the Wealth Management industry in the spring of 2008 as a Global Wealth Management Advisory Intern and then became a Client Associate in 2010. Jack joined the Marsh, Stone, Huang Group as a Financial Advisor & Partner in May 2016. Jack is native to Taipei, Taiwan, but has called Northern Virginia his home for nearly two decades. Jack attained a bachelor’s degree in Finance from George Mason University. He is fluent in Mandarin Chinese, Taiwanese, & English. He is also conversational in Spanish & Russian. Jack, his wife, Tatyana, & their 2 sons reside in Sterling, VA.
Securities Agent: WV, WY, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1390457
NMLS#: 1390457
About Parker Rist
Parker joined Morgan Stanley Wealth Management in June 2022 after four years at Merrill Lynch. He spearheads the Team's financial planning, relationship management, and business development models. Most of his Clients are C-suite executives and/or business owners that are seeking guidance regarding portfolio management, alternative investments, stock-based compensation, and estate planning strategies.
Parker attended the University of Maryland, where he graduated summa cum laude with a degree in Finance from the Robert H. Smith School of Business. He was born, raised, and resides in Montgomery County, Maryland. In his spare time, Parker enjoys spending time with family and working on cars and/or home improvement projects.
Parker attended the University of Maryland, where he graduated summa cum laude with a degree in Finance from the Robert H. Smith School of Business. He was born, raised, and resides in Montgomery County, Maryland. In his spare time, Parker enjoys spending time with family and working on cars and/or home improvement projects.
Securities Agent: OH, AR, NH, TX, WI, UT, GA, SC, PR, PA, NC, MT, LA, AL, WA, MD, IN, FL, NV, NJ, CO, ID, TN, DC, VA, MO, MA, IL, DE, WV, NY, CT, CA, AZ, MI, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1903653
NMLS#: 1903653
About Hunter J. Johnson
Hunter brings extensive experience and a client-centered approach to the team, concentrating in both private and institutional wealth management. He began his professional journey at Merrill Lynch in 2017, joining our team shortly after. In June 2022, he moved with the team to Morgan Stanley, where he focuses on working with business owners, attorneys, and senior-level executives. His expertise extends to corporate clients across diverse sectors, including government contracting, software, biotechnology, healthcare, education, and non-profits.
Hunter's background in finance began while attending Christopher Newport University, where he earned his degree while assisting his father in managing his self-owned wealth management firm. He holds the Certified 401(k) Professional and Chartered Retirement Planning Counselor designations, demonstrating his commitment to delivering comprehensive retirement and investment strategies for his clients.
Originally from Beaverdam, VA, Hunter now resides in Vienna, VA, with his wife, Kimmie, and their dog, Ari. Outside of work, he stays active through soccer, golf, and running.
Hunter's background in finance began while attending Christopher Newport University, where he earned his degree while assisting his father in managing his self-owned wealth management firm. He holds the Certified 401(k) Professional and Chartered Retirement Planning Counselor designations, demonstrating his commitment to delivering comprehensive retirement and investment strategies for his clients.
Originally from Beaverdam, VA, Hunter now resides in Vienna, VA, with his wife, Kimmie, and their dog, Ari. Outside of work, he stays active through soccer, golf, and running.
Securities Agent: NV, NC, AL, WY, UT, KY, GA, VA, IL, FL, CT, WV, TX, NM, MD, WI, MO, MA, CO, AR, NJ, CA, AZ, SC, NY, ME, DC, PA, MT, MN, MI, LA, IN, DE, WA, TN, RI, PR, NH, OR, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1896100
NMLS#: 1896100
About Veronique Caumeil
Veronique Caumeil is a financial advisor for the Marsh, Stone, Huang Group. She focuses on business development, helping female founders, executives, and financiers build, preserve, and manage their wealth. At her previous firm, Veronique worked within mergers & acquisitions and the institutional business.
Veronique gradated with a BS from Virginia Tech. Originally from Oakton, Virginia, Veronique currently resides in Arlington, Virginia. In her spare time, Veronique enjoys travelling, working out, and reading.
NMLS #2665635
Veronique gradated with a BS from Virginia Tech. Originally from Oakton, Virginia, Veronique currently resides in Arlington, Virginia. In her spare time, Veronique enjoys travelling, working out, and reading.
NMLS #2665635
Securities Agent: NM, NJ, NE, IA, AL, SC, PA, NY, NV, MT, DC, CT, NH, MO, ME, KY, IL, AR, AK, WA, LA, MN, MD, HI, CA, WY, VA, RI, NC, GA, WV, VT, TN, SD, OH, IN, FL, DE, TX, MS, AZ, WI, VI, OR, ND, MI, MA, KS, ID, CO, UT, PR, OK; General Securities Principal; General Securities Representative; Investment Advisor Representative
About Anie T. Zarookian
Anie Zarookian leads the Team’s Client Service & Operational Excellence. Anie joined Morgan Stanley in June 2022. She started her career as an intern at Merrill Lynch in 2004 & was hired as a Client Associate in the Los Angeles office in 2007. She was born & raised in California & earned her Bachelor’s in English Literature from UCLA in 2005. She is fluent in Armenian, & conversational in Spanish & German. Anie, her husband, Armen, & their two sons reside in Oakton, VA.
About Faisal Alasmari
Faisal is a Registered Associate. He joined Morgan Stanley in 2023 as an Associate after building a successful career in wealth management. Before joining Morgan Stanley, Faisal excelled at JPMorgan Chase, where he was consistently recognized as a top performer for his communication skills, client reliability, and ability to foster strong relationships.
Faisal’s journey into finance began with a Master’s degree in Finance and Risk Management from Northern Illinois University, which he earned with honors. His background also includes advanced certifications in Financial Risk Management and FinTech, equipping him with the experience to navigate today’s evolving financial landscape. Prior to his work in wealth management, Faisal gained experience at Charles Schwab as a Financial Services Broker and served as a Financial Inspector at Saudi Arabia’s Capital Market Authority, where he oversaw regulatory compliance and risk assessments for over 250 companies.
Faisal was born raised in Riyadh, Saudi Arabia, He spent seven years in Chicago before settling in Alexandria, Virginia, in 2023. Outside of work, he enjoys soccer, horse riding, and camping. When not exploring the outdoors, he values time with his close-knit family, which includes four brothers and one sister.
Faisal’s journey into finance began with a Master’s degree in Finance and Risk Management from Northern Illinois University, which he earned with honors. His background also includes advanced certifications in Financial Risk Management and FinTech, equipping him with the experience to navigate today’s evolving financial landscape. Prior to his work in wealth management, Faisal gained experience at Charles Schwab as a Financial Services Broker and served as a Financial Inspector at Saudi Arabia’s Capital Market Authority, where he oversaw regulatory compliance and risk assessments for over 250 companies.
Faisal was born raised in Riyadh, Saudi Arabia, He spent seven years in Chicago before settling in Alexandria, Virginia, in 2023. Outside of work, he enjoys soccer, horse riding, and camping. When not exploring the outdoors, he values time with his close-knit family, which includes four brothers and one sister.
Contact E. Grant Marsh
Contact George Stone
Contact Amir Brenner
Contact Jack Huang
Contact Parker Rist
Contact Hunter J. Johnson
Wealth Management
Global Investment Office
Portfolio Insights
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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
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
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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Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
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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 Marsh, Stone, Huang Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley 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
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.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Alternative 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.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
10Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
11When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley 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
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.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Alternative 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.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
10Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.
11When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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)
