Welcome

At Morgan Stanley, the McKelvy Group works with a diverse group of global entrepreneurs, professionals, families and startups – the team provides personalized financial planning services that focuses on a clients holistic financial wellbeing.

For many of our clients, financial planning and investing leverages the McKelvy Groups particular experience in income, sustainable investing and tax efficient retirement planning strategies.


With strong roots in the Menlo Park community that grew from modest means, The McKelvy Group is committed to hard work, building client relationships and providing life-long leadership throughout your financial journey.
Services Include
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Our Commitment

It is important for your financial advisor(s) to acknowledge how your investment concerns and goals are uniquely specific to you, your family or a foundation. This is why The McKelvy Group is proudly comprised of industry recognized experts who deliver first-class leadership.

While highly regarding by its peers, The McKelvy Group also consistently receives awards by industry publications such as; Forbes, Barron’s, Financial Times and San Francisco Business Times, representing the level of commitment that each member of The McKelvy Group delivers to each client. Welcoming a client to our services is only the beginning – we believe delivering long-term financial leadership is our ultimate service to a client.
Forbes Best-In-State Wealth Advisor
Northern California (High Net Worth) - Ranked #3 April 2021
Northern California (High Net Worth) - Ranked #5 April 2022
Northern California (High Net Worth) - Ranked #4 April 2023
View Rankings
Barron's - America's Top 100 Advisors
Barron's - America's Top 100 Advisors - #18 April 2011
Barron's - America's Top 100 Advisors - #9 April 2012
Barron's - America's Top 100 Advisors - #15 April 2013
Barron's - America's Top 100 Advisors - #39 April 2014
Barron's - America's Top 100 Advisors - #46 April 2015
Barron's - America's Top 100 Advisors - #62 April 2016
Barron's - America's Top 100 Advisors - #42 April 2017
Barron's - America's Top 100 Advisors - #28 April 2018
Barron's - America's Top 100 Advisors - #45 April 2019
Barron's - America's Top 100 Advisors - #23 April 2020
Barron's - America's Top 100 Advisors - #17 April 2021
Barron's - America's Top 100 Advisors - #28 April 2022
Barron's - America's Top 100 Advisors - #36 April 2023
View Rankings
Barron's - America's Top 1,200 Advisors - California
Barron's - America's Top 1,000 Advisors - California #1 February 2010
Barron's - America's Top 1,000 Advisors - California #6 February 2011
Barron's - America's Top 1,000 Advisors - California #4 February 2012
Barron's - America's Top 1,000 Advisors - California #5 February 2013
Barron's - America's Top 1,000 Advisors - California #7 February 2014
Barron's - America's Top 1,000 Advisors - California #14 February 2015
Barron's - America's Top 1,000 Advisors - California #25 February 2016
Barron's - America's Top 1,000 Advisors - California #9 February 2017
Barron's - America's Top 1,000 Advisors - California #11 February 2018
Barron's - America's Top 1,000 Advisors - California #16 February 2019
Barron's - America's Top 1,200 Advisors - California #12 February 2020
Barron's - America's Top 1,200 Advisors - California #10 February 2021
Barron's - America's Top 1,200 Advisors - California #12 February 2022
Barron's - America's Top 1,200 Advisors - California #9 February 2023
View Rankings
Additional Awards
San Francisco Business Times - Top Wealth Advisors Bay Area - March 2011
Registered Rep's Top 100 Wirehouse Advisors - 2007 to 2016
Financial Times Top 400 - April 2013
Financial Times Top 400 - April 2014

Disclosures

Forbes Best-In-State Wealth Advisors
​Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
2011-2022 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2011-2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2010-2021 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2010-2021). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2013, 2014 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12

ALTERNATIVE INVESTMENTS

Alternative investments describe a spectrum of strategies that cannot be accessed through traditional fixed income and equity markets. These strategies have the potential to help lower volatility and increase diversification in clients’ portfolios.

Morgan Stanley has extensive experience in the alternative investments industry through a strong commitment to managing alternative investment strategies across an established global network. The power of the Morgan Stanley Alternative Investments platform provides clients access to leading managers in the industry.

The power of alternative investments derives from their versatility to offer innovative strategies that align with sophisticated investors’ financial goals. Across the variety of available strategies, these can be organized into four core solutions.

Please reach out to learn more about our custom Alternative Investment strategies.
    Income Generation
    Products that seek higher returns/yield and lower volatility versus traditional fixed income investments, with potential for low correlation to stocks and bonds, a reliable current income stream and an inflation hedge
    Portfolio Diversification
    Products that strive to maintain low correlations with traditional equity markets, with potential for lower portfolio volatility, increased risk-adjusted returns and reduced reliance on any one company, sector, country, etc
    Tax Advantages
    Products designed to alleviate yearly tax liability, defer payment of capital gains, harness tax-managed structures or offer a step up in basis and tax advantaged income
    Growth Orientation
    Products that aim to generate excess returns and provide clients with incremental upside potential, wealth accumulation strategies or seek to take advantage of the “illiquidity premium” of private markets

IMPACT AND SUSTAINABLE INVESTMENTS

At Morgan Stanley, we find many clients are looking for an investment strategy that not only seeks to generate market-rate financial returns, but that also strives to deliver positive environmental impact.

Globally, one in three dollar is invested with a focus on sustainability, up 73% since 2014. Additionally, 95% of asset owners are either already integrating ESG criteria – or actively considering integration of ESG criteria within their investment process.

With that said, we understand that every client has a unique set of priorities to consider when making investment decisions that seek to align with personal values so we provide a range of client-centered sustainable solutions.
    Restriction Screening
    Investments that seek to minimize or avoid certain companies, sectors, geographies or themes
    Environmental, Social and Governance (ESG)
    Invest in companies with sustainable corporate practices, including efficient natural resource use, efforts to reduce greenhouse gas emissions, employee and customer treatment and governance
    Thematic Exposure
    Investments in companies with products and services targeting solutions to key sustainability goals such as alleviating poverty, community development, climate solutions and more
    Impact Investing
    Private market investments focused on enterprises that deliver positive impact

Financial Planning

Regardless of what stage your life is in — moving ahead in your career, enjoying retirement or somewhere in between, the McKelvy Group can help you achieve your financial goals.

Do you want to purchase a vacation home, fund your children’s or grandchildren’s education, spend your retirement as you’ve dreamed — or all of the above? Together, we can create a personalized wealth management strategy to help you prepare for a successful financial future.

Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs. We can also work with you, suggesting modifications as needed to help keep your goals in reach and your strategy on the right course.

Morgan Stanley’s personalized wealth management process is designed to provide a road map to your financial future. Leveraging our vast resources — including intellectual capital, experience and dedicated personal service — we can work with you to create a personalized wealth strategy. Then, over time, we can adapt it to changing circumstances, helping you to achieve — and to protect — your goals.

Please reach out to learn more about our Financial Planning services.
    Discover
    We start with a conversation to gain a thorough understanding of your needs, lifestyle and family — and your goals for the future
    Advise
    We work with you to develop portfolio strategies that help you achieve and protect the outcomes you envision
    Implement
    We look across multiple accounts and products to help you implement solutions that are an appropriate fit for your strategy
    Track Progress
    We help you track your progress as well as spending and savings to ensure you remain on track toward your goals

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

2882 Sand Hill Rd
Ste 200
Menlo Park, CA 94025
US
Direct:
(650) 234-5130(650) 234-5130
Toll-Free:
(800) 743-1588(800) 743-1588

Meet The McKelvy Group

Photo of Pierre Manneh

Pierre Manneh

Financial Advisor, Vice President, Wealth Management
Phone:
(650) 234-5181(650) 234-5181

About Dorian McKelvy

Dorian’s professional investment career began at Davis Skaggs Investment Management in 1983. Since then, Dorian has built The McKelvy Group into one of the largest private client practices here at Morgan Stanley Private Wealth Management.

As a Managing Director at Morgan Stanley PWM, Dorian oversees all aspects of The McKelvy Group. While the group’s primary focus is investment strategies and complex estate plans for high net worth individuals, families and foundations; Dorian also focuses his 40 years of experience on comprehensive fixed-income strategies.

He is among a select few financial advisors recognized as a Family Wealth Director. Financial advisors who earn this designation must meet stringent quantitative and qualitative requirements. Specifically, financial advisors are required meet a significant level of client assets under management as well as pass a rigorous exam demonstrating their professional knowledge.

Dorian is also member of Morgan Stanley’s Directors Council. In partnership with this elite group of financial advisors, here at Morgan Stanley, Dorian has provided invaluable leadership to his peers for the last 14 years. Throughout this time has also been consistently recognized by industry publications such as Barron’s, Financial Times and San Francisco Business Times.

Dorian is Series 7, 8, 63, 65, 31 and Life & Variable Annuity Insurance Licensed.

Dorian is a graduate of California Polytechnic, San Luis Obispo. In March 2010, Dorian completed the Executive Education program at Stanford Graduate School of Business.

Dorian and his family make their home in Portola Valley, California. He enjoys spending time with his wife and two children, volunteering for the Juvenile Diabetes Research Foundation and racing sailboats in the San Francisco Bay.
Securities Agent: VA, WV, NH, SD, MT, NY, WY, WI, WA, VT, UT, TX, TN, SC, RI, PR, PA, OR, OK, OH, NV, NM, NJ, NE, ND, NC, MS, MO, MN, MI, ME, MD, MA, KY, KS, IN, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, LA, IL; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1262148

About Pierre Manneh

Pierre has over 12 years of experience in the financial services and banking industry.  He started his wealth management career working with a significant Private Wealth Management team for UBS at the Palo Alto office.  He focused on constructing bond portfolios and the diversification of equity portfolios through professional money management for private clients.

Pierre enjoys the fast pace of today’s global securities markets, the study of economics, and the interpersonal relationships developed and maintained between these concepts. He takes pride in providing a world-class experience to clients in the McKelvy Group at Morgan Stanley and is experienced in many aspects of financial planning, portfolio construction, and fixed income ladders. Pierre has a B.S. in Economics from the University of California Berkeley. He is Series 7 and 66 licensed.

Pierre enjoys traveling, outdoor activities, and is an avid snowboarder.  Pierre was born in San Francisco and currently resides in Menlo Park, California.
Securities Agent: CO, OR, MN, MI, ME, SD, MD, UT, HI, WI, WA, TX, GA, FL, CA, TN, NY, IL, MA, IN, AZ, DE, WY, VA, PA, NV, NC, ID, KS, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 1301153

About Max McKelvy

Max McKelvy is a Bay Area native who grew up in Portola Valley. He attended Bucknell University in Pennsylvania where he played varsity water polo and studied Accounting & Finance. Upon graduation, Max moved to New York City to work for BlackRock focusing on portfolio management and trading of debt and equity exchange traded products and derivatives. After two years in NYC, Max moved with BlackRock to London where he continued his capital markets work with institutional clients in the European marketplace for three years. In his free time, Max enjoys biking, running and spending time with his family.
Securities Agent: WY, WI, WA, VT, VI, VA, TX, SD, SC, RI, PA, OR, OK, OH, NY, NV, NM, UT, NJ, NH, NE, ND, PR, NC, MT, MS, MO, TN, MI, MN, MD, ME, MA, LA, WV, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 2192348
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Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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
Learn More about Retirement
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
Learn More about Investing
2025 Global Economic Outlook: U.S. Policies May Temper Global GrowthLink Opens in New Tab
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Learn More about Family
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Learn More about Business Planning
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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.
Learn More about Financial Wellness
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact The McKelvy Group today.
Market Information Delayed 20 Minutes
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.

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2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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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.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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9Morgan 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.

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10When 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.

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11Morgan 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

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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 DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024)