

The Park Avenue - Palm Beach Group at Morgan Stanley
Direct:
(212) 883-8555(212) 883-8555

Our Mission Statement
Feeling secure about your financial well-being is the most personal decision you can make. That’s why we protect your wealth like you were our family.
Our Story and Services
Managing wealth involves more than overseeing investment portfolios. It demands a holistic, comprehensive understanding of who you are and the financial forces at work in your life. And that’s where our seasoned team can make a meaningful difference in your life.
The Park Avenue/Palm Beach Group at Morgan Stanley doesn’t just span the entire country geographically—our vast experiences covers a range of investing opportunities and resources. We’re lasered-focused on helping you build wealth, preserve assets, manage taxes and create a legacy that provides for your loved ones and the causes you believe in.
We also work with corporations to help them create retirement plans that attract and retain the best employees during this supercharged competitive landscape. In fact, our Corporate Retirement Director holds the rare distinction of being one of the few advisors in the industry to be certified as a Chartered Retirement Plan Specialist (CRPS®).
On paper, our experience is deep in terms of years, accreditations, and long-standing relationships. But it’s in person where we excel. Our passion for your success is unrivaled. We treat you as family, because in order to succeed in today’s environment, you’ll need an experienced team you can trust. The Park Avenue/Palm Beach Group has your back through every challenge you face—and every milestone you celebrate.
The Park Avenue/Palm Beach Group at Morgan Stanley doesn’t just span the entire country geographically—our vast experiences covers a range of investing opportunities and resources. We’re lasered-focused on helping you build wealth, preserve assets, manage taxes and create a legacy that provides for your loved ones and the causes you believe in.
We also work with corporations to help them create retirement plans that attract and retain the best employees during this supercharged competitive landscape. In fact, our Corporate Retirement Director holds the rare distinction of being one of the few advisors in the industry to be certified as a Chartered Retirement Plan Specialist (CRPS®).
On paper, our experience is deep in terms of years, accreditations, and long-standing relationships. But it’s in person where we excel. Our passion for your success is unrivaled. We treat you as family, because in order to succeed in today’s environment, you’ll need an experienced team you can trust. The Park Avenue/Palm Beach Group has your back through every challenge you face—and every milestone you celebrate.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
55 East 52nd Street 10th
28 FL
New York, NY 10055
US
Direct:
(212) 883-8555(212) 883-8555
3801 PGA Boulevard
Suite 700
Palm Beach Gardens, FL 33410
US
Meet The Park Avenue - Palm Beach Group
About Me
For over 20 years Jordan has provided clients with a tailored approach to investing that aligns with their individual goals. He’s built strong relationships by choosing to work with a select group of clients and always being accessible and pro-active to their needs. Some of the areas where he specializes include strategic investing, tax mitigation, trust and estate analysis, tailored lending, retirement planning, educational planning, and financial planning strategies.
Jordan has carved out a special niche within the industry because he’s one of only 2% of Morgan Stanley Financial Advisors who are designated as a Chartered Retirement Plan Specialist (CRPS®). This enables him to assist in educating participants and providing fiduciaries with continuous guidance regarding investments and the latest compliance requirements. This unique skillset includes the formation, service, and maintenance of 401(k) plans for small and medium sized businesses. He can also create customized solutions for existing plans tailored to the individual needs of the business owner or unique needs of the business.
Jordan is currently FINRA-registered and hold Series 7, 66, and 31 securities licenses, as well as licenses for life and accident insurance, and variable annuities. He’s an alumnus of the University of Maryland with a Bachelor of Science degree in Economics and earned his Juris Doctorate degree from Pace University School of Law. Jordan practiced law as a Trial Attorney for eight years prior to joining the financial services industry. Before Morgan Stanley, Jordan worked at UBS and Merrill Lynch.
Jordan has carved out a special niche within the industry because he’s one of only 2% of Morgan Stanley Financial Advisors who are designated as a Chartered Retirement Plan Specialist (CRPS®). This enables him to assist in educating participants and providing fiduciaries with continuous guidance regarding investments and the latest compliance requirements. This unique skillset includes the formation, service, and maintenance of 401(k) plans for small and medium sized businesses. He can also create customized solutions for existing plans tailored to the individual needs of the business owner or unique needs of the business.
Jordan is currently FINRA-registered and hold Series 7, 66, and 31 securities licenses, as well as licenses for life and accident insurance, and variable annuities. He’s an alumnus of the University of Maryland with a Bachelor of Science degree in Economics and earned his Juris Doctorate degree from Pace University School of Law. Jordan practiced law as a Trial Attorney for eight years prior to joining the financial services industry. Before Morgan Stanley, Jordan worked at UBS and Merrill Lynch.
Securities Agent: OR, NH, MI, GA, WI, ME, MD, DC, FL, VT, VA, AR, TX, OH, NC, MN, NM, CO, RI, NJ, MA, DE, CA, AZ, NY, PA, IL, CT, WY, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2477911
NMLS#: 2477911
About John Marchak
John has been a Financial Advisor since January 1999, working exclusively with Morgan Stanley. For the past 13 years he’s served as a Senior Portfolio Manager, helping clients explore new ways to build wealth and sophisticated strategies to pursue their goals.
John is a knowledgeable Financial Advisor with vast experience providing efficient, professional and friendly service. His success at building deeper relationships starts by taking the time to get to know you as a client and pinpoint your specific goals. John then creates your financial strategy, addresses both your assets and liabilities, and provides advice that you and your family can count on while pursuing your needs for today—and your vision for the future.
John is committed to always putting the client first. He is a fierce advocate for your success and never has his own agenda. In an industry where you can’t control the markets, there is one thing that John does control—his ability to deliver first-class service and be extremely responsive to your needs.
John’s holds his Series 7, 66, 31, 9/10, as well as licenses for life insurance and annuities. He received his BA Political Science/International Relations from Syracuse University. John then went on to get his MBA Finance from Fairfield University, followed by an MA in Military History from Norwich University.
You can also find John volunteering at Fairfield University, where he serves as a Mentor for the Sophomore Residential College. John resides in Westport, CT with wife. He enjoys, travelling, nature and all things culinary.
John is a knowledgeable Financial Advisor with vast experience providing efficient, professional and friendly service. His success at building deeper relationships starts by taking the time to get to know you as a client and pinpoint your specific goals. John then creates your financial strategy, addresses both your assets and liabilities, and provides advice that you and your family can count on while pursuing your needs for today—and your vision for the future.
John is committed to always putting the client first. He is a fierce advocate for your success and never has his own agenda. In an industry where you can’t control the markets, there is one thing that John does control—his ability to deliver first-class service and be extremely responsive to your needs.
John’s holds his Series 7, 66, 31, 9/10, as well as licenses for life insurance and annuities. He received his BA Political Science/International Relations from Syracuse University. John then went on to get his MBA Finance from Fairfield University, followed by an MA in Military History from Norwich University.
You can also find John volunteering at Fairfield University, where he serves as a Mentor for the Sophomore Residential College. John resides in Westport, CT with wife. He enjoys, travelling, nature and all things culinary.
Securities Agent: MI, MN, FL, WY, PA, MD, AR, WI, MA, GA, DE, VT, OH, CT, TX, ME, CO, WA, VA, DC, CA, NH, AZ, SC, RI, NY, NM, NJ, NC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279646
NMLS#: 1279646
About James Kennedy
Jim has been a Financial Advisor for over 21 years, focusing on creating highly customized financial plans and investment solutions for high net worth clients. As a Senior Portfolio Manager, he’s able to tap into the firm’s global resources and deliver a boutique level of service and dedication to our clients.
Jim’s personalized approach to Wealth Management ensures that investments and advice are properly tailored to every individual’s specific needs and goals. Whether it’s strategic lending or retirement planning, he has a keen ability to finding solutions that can mitigate tax burdens and help clients feel more confident about the future.
One of the niche services that Jim provides is working with exonerees who have been wrongly incarcerated. Jim devotes a lot of his time outside the office to providing a financial education to this overlooked population, as well as helping them manage and preserve any compensation they receive.
After graduating the College of Charleston, Jim began his career at Merrill Lynch before joining UBS as a Senior Wealth Advisor. Jim lives in Ridgewood New Jersey with his wife Melissa and French Bulldog Raven. In his spare time he enjoys all things outdoors, including hiking, archery and fly fishing all over the country and abroad. In fact, Jim has not only hiked the entire Appalachian Trail, he and some friends discovered a plane crash off a path and as a result, saved the pilot’s life. Jim maintains his Series 7, 66, 31, Life and Health Insurance License.
Jim’s personalized approach to Wealth Management ensures that investments and advice are properly tailored to every individual’s specific needs and goals. Whether it’s strategic lending or retirement planning, he has a keen ability to finding solutions that can mitigate tax burdens and help clients feel more confident about the future.
One of the niche services that Jim provides is working with exonerees who have been wrongly incarcerated. Jim devotes a lot of his time outside the office to providing a financial education to this overlooked population, as well as helping them manage and preserve any compensation they receive.
After graduating the College of Charleston, Jim began his career at Merrill Lynch before joining UBS as a Senior Wealth Advisor. Jim lives in Ridgewood New Jersey with his wife Melissa and French Bulldog Raven. In his spare time he enjoys all things outdoors, including hiking, archery and fly fishing all over the country and abroad. In fact, Jim has not only hiked the entire Appalachian Trail, he and some friends discovered a plane crash off a path and as a result, saved the pilot’s life. Jim maintains his Series 7, 66, 31, Life and Health Insurance License.
Securities Agent: AZ, WY, RI, NJ, MT, VA, TX, PA, NH, MN, ME, SD, OH, DE, DC, CA, MD, CT, NC, MI, MA, FL, WI, TN, GA, CO, VT, SC, AR, NY, NM; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1944100
NMLS#: 1944100
About Sunny Krishnani
Sunny helps ensure that each client receives the best possible service. When clients have questions about their account or administrative matters, Sunny gets answers promptly. He makes sure that the appropriate member of our team responds to each query in a timely fashion. Thanks to Sunny, clients will have access to our high-quality equity managers, fixed income strategists, and alternative investment platforms.
Sunny was born in Queens and raised in Long Island NY. He attended Baruch College with majors in Finance and Investments where he graduated in the top 5% of the Macaulay Honors Program in 2010. Sunny has been with Morgan Stanley Wealth Management for over eleven years. He is also a Chartered Retirement Planning Counselor* and holds his Series 7, 66, 31, 3, Life and Health Insurance Licenses, and CRPC.* He lives in Long Island and enjoys hiking, traveling and sports.
*This role cannot solicit or provide investment advice
Sunny was born in Queens and raised in Long Island NY. He attended Baruch College with majors in Finance and Investments where he graduated in the top 5% of the Macaulay Honors Program in 2010. Sunny has been with Morgan Stanley Wealth Management for over eleven years. He is also a Chartered Retirement Planning Counselor* and holds his Series 7, 66, 31, 3, Life and Health Insurance Licenses, and CRPC.* He lives in Long Island and enjoys hiking, traveling and sports.
*This role cannot solicit or provide investment advice
About Olga Glazkova
Before joining Morgan Stanley in 2024, Olga spent 11 years at Nasdaq as the Director of Global Sales Operations & Contract Management. Olga has extensive experience in client and sales support, strategic operational planning, budgeting, analysis, and reporting.
Olga looks forward to building and maintaining strong relationships with each client, to understand their unique needs and deliver personalized, proactive service using the latest industry and firm knowledge. Olga is passionate about innovation, values integrity and excellence, and is committed to incorporating these principles in her work every day.
Olga holds a Master’s degree in Linguistics & Translation, as well as multiple Continuing Education Certificates from NYU, with a focus on business administration and communications. Olga is fluent in Russian and English, with a touch of German.
In 2023, Olga and her family relocated to Boca Raton, FL from New York City to enjoy the warm weather and beach-centric lifestyle.
Olga looks forward to building and maintaining strong relationships with each client, to understand their unique needs and deliver personalized, proactive service using the latest industry and firm knowledge. Olga is passionate about innovation, values integrity and excellence, and is committed to incorporating these principles in her work every day.
Olga holds a Master’s degree in Linguistics & Translation, as well as multiple Continuing Education Certificates from NYU, with a focus on business administration and communications. Olga is fluent in Russian and English, with a touch of German.
In 2023, Olga and her family relocated to Boca Raton, FL from New York City to enjoy the warm weather and beach-centric lifestyle.

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Wealth Management
Global Investment Office
Portfolio Insights
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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
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- 529 Plans / Education Savings Planning
- Long Term Care Insurance
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Ready to start a conversation? Contact The Park Avenue - Palm Beach Group today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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
4Morgan 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.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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
4Morgan 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.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
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.
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)