Phone:
(305) 937-6844(305) 937-6844
The Medina Group at Morgan Stanley
Direct:
(305) 937-6843(305) 937-6843
Direct:
(305) 937-6843(305) 937-6843
Direct:
(305) 937-2755(305) 937-2755
Our Mission Statement
Your trust is imperative to our growth; we strive to enrich a relationship focused approach which does not compromise integrity or a tailored service. Triumphantly we've established rapport with our clients for 40+ years.
Our Story and Services
The Medina Group, an all-female Financial Advisory team which is highly underrepresented in the industry. We have 43+ years of cumulative experience. Our Team has characterized ourselves by our impeccable reputation while crafting the future of financial literacy. We highly value the significance of such.
The foundation of the Medina Group was a collective effort, founded at Morgan Stanley in early 2016, by Rosa and Carolina, a mother-daughter duo from the Aventura office in South Florida. Rosa, a notable figure in the industry, has been an International Client Advisor and Private Banker for 35+ years, joining the Morgan Stanley in 2016 after the culmination of the Credit Suisse US acquisition by the same. Carolina on the other hand, joined Morgan Stanley in late 2015 in commencement to develop what is now the Medina Group. Rosa, whom is of Peruvian descent has pursued an arena of specialty advising High Net Worth Latin American families for 35+ years, nevertheless, her niche market is the Southern Cone of South America.
Our professional focus lies in multi-generational relationship building, vast experience in the complexities that encompass servicing off shore clients.
As International Client Advisors we are among a select group of the firm’s Financial Advisors that have achieved this designation, which permits us to travel and meet our clients in their country of origin.
Pivoting as a team, where relationship focused approach demonstrated to be of the upmost success in the growth of our business. We had Claudia join our team in 2020, where collaboratively we service clients as we stride to further curate financial plans for our long-standing clients while simultaneously growing the business through client connectivity.
The foundation of the Medina Group was a collective effort, founded at Morgan Stanley in early 2016, by Rosa and Carolina, a mother-daughter duo from the Aventura office in South Florida. Rosa, a notable figure in the industry, has been an International Client Advisor and Private Banker for 35+ years, joining the Morgan Stanley in 2016 after the culmination of the Credit Suisse US acquisition by the same. Carolina on the other hand, joined Morgan Stanley in late 2015 in commencement to develop what is now the Medina Group. Rosa, whom is of Peruvian descent has pursued an arena of specialty advising High Net Worth Latin American families for 35+ years, nevertheless, her niche market is the Southern Cone of South America.
Our professional focus lies in multi-generational relationship building, vast experience in the complexities that encompass servicing off shore clients.
As International Client Advisors we are among a select group of the firm’s Financial Advisors that have achieved this designation, which permits us to travel and meet our clients in their country of origin.
Pivoting as a team, where relationship focused approach demonstrated to be of the upmost success in the growth of our business. We had Claudia join our team in 2020, where collaboratively we service clients as we stride to further curate financial plans for our long-standing clients while simultaneously growing the business through client connectivity.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
International Wealth Management
International Wealth Management is a specialized area within Morgan Stanley Wealth Management that is dedicated to serving individuals, families, family offices, entrepreneurs, corporate executives and corporate stock plan managers who live outside the United States. We also serve US citizens living and working abroad as well as those who are relocating to the United States or otherwise changing domicile.
We are based in offices throughout the United States, but often specialize in a specific country or region, and typically speak the client’s language, understand the culture and have a deep knowledge of the markets we serve. Combining our investment knowledge with the resources and intellectual capital of Morgan Stanley, we deliver targeted solutions that help our clients pursue their goals and address their unique financial needs.
We are based in offices throughout the United States, but often specialize in a specific country or region, and typically speak the client’s language, understand the culture and have a deep knowledge of the markets we serve. Combining our investment knowledge with the resources and intellectual capital of Morgan Stanley, we deliver targeted solutions that help our clients pursue their goals and address their unique financial needs.
We may be able to provide you access to:
- An open architecture platform that includes leading asset management firms, giving you access to unaffiliated third party managers and their teams.
- Thematic investing ideas and asset allocation models from Morgan Stanley’s Global Investment Committee, guiding your overall portfolio allocation.
- Customized lending solutions from Morgan Stanley Private Bank, National Association, addressing your financing needs.
- Dedicated specialists in wealth transfer, philanthropy, family dynamics, concierge and lifestyle advisory services, and other family office capabilities, supporting the non-financial needs you may have.
Not all products and services are available to clients outside of the United States.
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 suitable 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”) 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.
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Click Here to Learn MoreLocation
20807 Biscayne Blvd
5th & 6th Fl
Aventura, FL 33180
US
Direct:
(305) 937-6843(305) 937-6843
Meet The Medina Group
Associate Vice President, Wealth Management, Financial Advisor, International Client Advisor
Phone:
(305) 937-6843(305) 937-6843
Phone:
(305) 936-2755(305) 936-2755
About Rosa C. Medina
Rosa C. Medina is a Senior Vice President, an International Client Advisor at Morgan Stanley since 2016. Rosa is a former Director at Credit Suisse US.
Rosa has extensive experience as a Financial Advisor with 40+ years,
she has built a dependable and credible reputation, while customizing investment approaches to meet the wide array of clients needs.
Rosa leads a team of much devoted professionals whom service a select group of individuals and families with the upmost level of customer support and sensible financial advice.
In our team, clients come first. Rosa and her team place extensive value on the significance of client connectivity and their ceaseless success.
Rosa began her career in Finance in 1981 at Manufacturers Hanover Trust Co, where she rapidly excelled. Preceding to joining Morgan Stanley, Rosa worked at many other well renowned institutions such as ABN Amro, Deutsche Bank and Credit Suisse. During this time, she performed a great deal of traveling to further service clients and upkeep the reputation of her employers.
Rosa has a pristine Laboral background, very detailed oriented as an integral founding member of the team. Rosa has dedicated innumerable hours to her target markets such as residents of the Southern Cone of South America. She primarily assists clients from the Mercosur. Throughout her time with ABN Amro and Credit Suisse, Rosa was among the founding vital members to develop and maximize these markets.
Rosa has twin daughters, Carolina and Claudia, the two providing intrinsic value to the Medina Group. Rosa resides in Hallandale Beach with her husband Jose, whom she's been married to for over 38+ years.
In her time of recreation, Rosa cherishes her time with her beloved family while also enjoying many of life's most treasured experiences such as fine dining, wine tasting and traveling across the global.
“Keep your face always toward the sunshine - and shadows will fall behind you.”
― Walt Whitman
Rosa has extensive experience as a Financial Advisor with 40+ years,
she has built a dependable and credible reputation, while customizing investment approaches to meet the wide array of clients needs.
Rosa leads a team of much devoted professionals whom service a select group of individuals and families with the upmost level of customer support and sensible financial advice.
In our team, clients come first. Rosa and her team place extensive value on the significance of client connectivity and their ceaseless success.
Rosa began her career in Finance in 1981 at Manufacturers Hanover Trust Co, where she rapidly excelled. Preceding to joining Morgan Stanley, Rosa worked at many other well renowned institutions such as ABN Amro, Deutsche Bank and Credit Suisse. During this time, she performed a great deal of traveling to further service clients and upkeep the reputation of her employers.
Rosa has a pristine Laboral background, very detailed oriented as an integral founding member of the team. Rosa has dedicated innumerable hours to her target markets such as residents of the Southern Cone of South America. She primarily assists clients from the Mercosur. Throughout her time with ABN Amro and Credit Suisse, Rosa was among the founding vital members to develop and maximize these markets.
Rosa has twin daughters, Carolina and Claudia, the two providing intrinsic value to the Medina Group. Rosa resides in Hallandale Beach with her husband Jose, whom she's been married to for over 38+ years.
In her time of recreation, Rosa cherishes her time with her beloved family while also enjoying many of life's most treasured experiences such as fine dining, wine tasting and traveling across the global.
“Keep your face always toward the sunshine - and shadows will fall behind you.”
― Walt Whitman
Securities Agent: SD, FL, PR, TX, MO, DE, NV, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1576043
NMLS#: 1576043
About Carolina Medina
Carolina Medina joined Morgan Stanley in late 2015 along with partner Rosa, she co-founded the Medina Group in 2016. Carolina's her primary focus is developing wealth management blueprints that address the distinctive concerns of her clients.
Carolina earned a Bachelor's Degree from the prestigious Johnson & Wales University in 2012.
Carolina indeed appreciates the analytical part of the business, she is referred to as our very own "stock selector", she performs a great deal of the research on behalf of the team.
Carolina persistently travels to South America to engage personally with clients while also continuously growing our business.
On her time of leisure, Carolina is enamored by traveling, culturally experiencing what the world has to offer. She relishes her time with Bruno, long haired Dapple Dachshund.
As an avid reader, Carolina finds herself consistently updating herself with market events and current news.
"The Beautiful thing about learning is no one can take it away from you"
-B.B King
Carolina earned a Bachelor's Degree from the prestigious Johnson & Wales University in 2012.
Carolina indeed appreciates the analytical part of the business, she is referred to as our very own "stock selector", she performs a great deal of the research on behalf of the team.
Carolina persistently travels to South America to engage personally with clients while also continuously growing our business.
On her time of leisure, Carolina is enamored by traveling, culturally experiencing what the world has to offer. She relishes her time with Bruno, long haired Dapple Dachshund.
As an avid reader, Carolina finds herself consistently updating herself with market events and current news.
"The Beautiful thing about learning is no one can take it away from you"
-B.B King
Securities Agent: MD, DC, WA, MO, DE, SD, FL, NV, WY, TX, PR, CA, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1563182
NMLS#: 1563182
About Claudia Medina
Claudia Medina joined Morgan Stanley in August 2020, where she united with Team members Carolina and Rosa C. Medina. Claudia currently serves as a Financial Advisor for the team, working extensively with high-net-worth families throughout South America curating comprehensive financial wealth plans based on their necessities.
In 2012, Claudia received her degree in Business Administration from the reputable Johnson & Wales University. During that time, she studied abroad to further expand desire in culture distinction.
Claudia commenced her career in Real Estate in Miami at a young age, where she managed to sustain a brokerage firm for 7 years prior to joining the Financial Services Industry. In early 2019, her career began at Raymond James as a trainee, where she acquired vast knowledge and expertise in wealth management and financial planning.
During times of much uncertainty, in late 2020, Claudia pursued other opportunities within the industry, where she found a home at Morgan Stanley alongside her mother Rosa and twin sister, Carolina.
As a primary goal, Claudia places a significant approach to relationship focused relations while seeking exponential growth within the firm and industry. A devoted reader, consistently staying up to date with current events and analytical research.
In her time of leisure, Claudia is an avid traveler, roller-skater and adventure seeker. She lives in sunny Florida along her two beautiful Doodles, Luca and Tiago. She has adopted a plant-based diet for over 10+ years, one of her ode’s to animals and preservation of our ecosystem.
"The Earth will not continue to offer its harvest, except with faithful stewardship. We cannot say we love the land and then take steps to destroy it for use by future generations.”
—John Paul II
In 2012, Claudia received her degree in Business Administration from the reputable Johnson & Wales University. During that time, she studied abroad to further expand desire in culture distinction.
Claudia commenced her career in Real Estate in Miami at a young age, where she managed to sustain a brokerage firm for 7 years prior to joining the Financial Services Industry. In early 2019, her career began at Raymond James as a trainee, where she acquired vast knowledge and expertise in wealth management and financial planning.
During times of much uncertainty, in late 2020, Claudia pursued other opportunities within the industry, where she found a home at Morgan Stanley alongside her mother Rosa and twin sister, Carolina.
As a primary goal, Claudia places a significant approach to relationship focused relations while seeking exponential growth within the firm and industry. A devoted reader, consistently staying up to date with current events and analytical research.
In her time of leisure, Claudia is an avid traveler, roller-skater and adventure seeker. She lives in sunny Florida along her two beautiful Doodles, Luca and Tiago. She has adopted a plant-based diet for over 10+ years, one of her ode’s to animals and preservation of our ecosystem.
"The Earth will not continue to offer its harvest, except with faithful stewardship. We cannot say we love the land and then take steps to destroy it for use by future generations.”
—John Paul II
Securities Agent: SD, DE, TX, FL, MD, NY, NV, PR, MO, WA, MT, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 2032874
NMLS#: 2032874
Contact Rosa C. Medina
Contact Carolina Medina
Contact Claudia Medina
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
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- Traditional Investments
- Alternative Investments
- Impact Investing
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Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
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- Trust Services
Are You Prepared for Tax Day?
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Medina Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
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.
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.
4Morgan 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.
5When 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.
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
2Morgan 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.
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.
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.
4Morgan 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.
5When 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.
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)