Antonio Giuliani, CFP®
Financial Planning Director, Assistant Vice President
Mark D. Rosenthal
Executive Director, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(781) 672-5151(781) 672-5151
Toll-Free:
(800) 344-4495(800) 344-4495
My Mission Statement
Helping you and your family chart a prudent course to your personal, professional and financial goals.
My Story and Services
With over 39 years of experience in the financial services industry, Mark focuses on building long-term relationships with his clients and their families, and helping them grow, preserve and transfer their wealth. Having spent most of his career at Morgan Stanley*, Mark strives to be a stabilizing force in his clients' financial lives, providing discipline, focus and patience through volatile markets and life transitions.
Mark began his financial services career in 1983 at Merrill Lynch. He joined Morgan Stanley* in 1988, and has been working out of the same office in Wellesley, Massachusetts for over 30 years. Mark received his B.A. from Hobart College.
Born and raised in Swampscott, Massachusetts, Mark currently resides in Weston, Massachusetts with his wife Katie and is a father of twin daughters. He served on the Board of Overseers at Newton Wellesley Hospital, endorsed the United Cerebral Palsy organization and served on the Board of the Price Center. Outside of work, Mark enjoys traveling, skiing, golf and tennis.
2024-2025 Forbes Best-In-State Wealth Advisors list for Massachusetts.
- 2024-2025 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2024-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
- *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Securities Agent: ME, AZ, CA, CO, CT, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, RI, SC, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1274607
NMLS#: 1274607
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Discover
During our first meeting, we will begin by exploring what matters most to you and what you hope to accomplish with your wealth. We will talk about you—your ideal lifestyle, your concerns, your aspirations.
Plan
Next, we develop a financial plan that looks beyond your investments to include all aspects of your financial life, including major purchases, tax considerations, estate planning issues, insurance strategies and more. As your financial quarterbacks, our role is to ensure that all the pieces of your wealth plan work in harmony.
Execute
Once we agree on a path forward, we leverage our experience and the resources of Morgan Stanley to execute your plan.
Monitor & Adjust
We meet with you on a regular basis to review your portfolio and talk about what's going on in the market and in your life. If market conditions change or your priorities evolve, we adjust your plan as needed to ensure you continue to make progress toward your goals.
Resources to help you stay in the know
Massachusetts Tax Law
Massachusetts recently passed a new tax reform bill impacting estate taxes and income tax filing, among other things. Click below for a recap of changes from the Governor’s office.
Learn More
Obesity Drugs
The global market for the blockbuster drugs could increase by 15-fold over the next five years as their benefits expand beyond weight loss, with expected implications for consumer goods and longevity.
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Five Reasons DIY Investors Choose Morgan Stanley Financial Advisors
You’ve done well managing your own investments so far. Expert financial advice can help you go further.
Read MoreHelpful resources for our valued clients
2025 Tax Tables
This helpful resource outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View 2025 Tax Tables
Morgan Stanley Online
The Morgan Stanley Online (MSO) website and app acts as a home base to view your account balance and recent activity.
Within MSO you can:
- Approve wire transfers once enrolled in eAuthorization
- Send money with Zelle®
- Manage everyday finances and track your spending
Login or Register for MSOWithin MSO you can:
- Approve wire transfers once enrolled in eAuthorization
- Send money with Zelle®
- Manage everyday finances and track your spending
Total Wealth View
Through Morgan Stanley Online, Total Wealth View (TWV) gives you the ability to link and manage multiple financial accounts from different firms all in one place. This will allow you to conveniently see your entire wealth picture, analyze cash flows and benefit from more informed wealth planning.
Learn More
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
eDelivery Guide
Digital Vault
Digital Vault lets you easily and conveniently manage and share life’s most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings.
Get Started
Online Security Center
Safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More
Reserved Living & Giving
Morgan Stanley's loyalty program allows eligible clients access to exclusive offers and discounts from over 70 premium brands at no cost.
Sign In or Enroll
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read Report
5 Financial Dos and Don’ts for New Parents
Congratulations on your beautiful baby. You’ve got your nursery and diaper bag ready to go—but what about your finances?
View HerePLANNING FOR YOUR FAMILY'S FINANCIAL NEEDS
Estate Planning Brochure
You have worked long and hard to achieve success and build wealth for you and your family. There have been numerous challenges along the way. You may be at a point now where your greatest challenge is preserving your wealth and building a plan for its transition to those you choose in a way you choose.
Wealth Education
Financial Literacy means being empowered with the knowledge to make smart financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
Intangible Asset Management
Intangible assets are becoming increasingly important for individuals and companies to grow and generate profits.
Philanthropic Planning
Your set of Philanthropic objectives is as personal as your vision of a better world. Determining your objectives however, can be challenging when there are so many worthy causes and so many unmet needs.
Signature Access
A broad range of specialty services are available to enrich and enhance the health, safety, comfort, and interests of affluent families, from private aviation, personal security, art advisory, and household staffing, to private health advisory services and advisory services for single family offices.
Wealth and Estate Planning Video Series
Explore a series of educational videos covering topics such as Foundational Estate Planning Documents, Estate & Gift Taxes, Grantor Retained Annuity Trusts (GRATs), Irrevocable Life Insurance Trusts and more.
Client Service Team
Lissa Stuart - Portfolio Associate
Phone:
(781) 672-5109(781) 672-5109
Email:Lisbeth.Stuart@morganstanley.com
Since entering the financial services industry in 1985, Lissa has enjoyed working with clients of all ages, helping them to pursue and achieve their most important goals. She gives every client her full attention, attending to them as the most important individual in that moment, so they know we have their best interests at heart.
Lissa began her financial services career at E.F. Hutton after earning her B.A. in economics from Wheaton College. From 1994 to 1996, Lissa served in the Peace Corps, working with women in Chile on economic development. This experience gave her valuable insight into the complex dynamics of family, legacy, wealth and well-being. Lissa also worked at Merrill Lynch before joining Morgan Stanley in 2010.
A native of Minneapolis, Minnesota, Lissa now lives in Framingham, Massachusetts. She enjoys cycling and going to the beach. Lissa volunteers as a mentor with the American Transplant Foundation, and is a living donor.
Lissa began her financial services career at E.F. Hutton after earning her B.A. in economics from Wheaton College. From 1994 to 1996, Lissa served in the Peace Corps, working with women in Chile on economic development. This experience gave her valuable insight into the complex dynamics of family, legacy, wealth and well-being. Lissa also worked at Merrill Lynch before joining Morgan Stanley in 2010.
A native of Minneapolis, Minnesota, Lissa now lives in Framingham, Massachusetts. She enjoys cycling and going to the beach. Lissa volunteers as a mentor with the American Transplant Foundation, and is a living donor.
Location
112 Worcester Street
Wellesley, MA 02481
US
Direct:
(781) 672-5151(781) 672-5151
Toll-Free:
(800) 344-4495(800) 344-4495
Fax:
(781) 672-5199(781) 672-5199
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Antonio Giuliani
Antonio Giuliani is a Assistant Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Connecticut and Massachusetts. He is responsible for helping Financial Advisors with their clients’ and prospects’ financial planning needs.
Antonio Giuliani began his career in financial services in 2015 and joined Morgan Stanley in 2019 Prior to his current position, he began his career in the financial services industry with a local advisory firm while pursuing an undergraduate degree from the University of Connecticut. He soon developed a keen understanding for what client’s value most and decided to transition to a larger more established investment company as a Strategic Relationship Advisor.
Antonio graduated from the University of Connecticut and holds his CERTIFIED FINANCIAL PLANNER™ designation. Antonio lives in Berlin, CT with his dog and fiancé. Outside of work, Antonio volunteers at a Women’s shelter providing Financial Education and enjoys working out, cooking, and spending time with his family.
Antonio Giuliani began his career in financial services in 2015 and joined Morgan Stanley in 2019 Prior to his current position, he began his career in the financial services industry with a local advisory firm while pursuing an undergraduate degree from the University of Connecticut. He soon developed a keen understanding for what client’s value most and decided to transition to a larger more established investment company as a Strategic Relationship Advisor.
Antonio graduated from the University of Connecticut and holds his CERTIFIED FINANCIAL PLANNER™ designation. Antonio lives in Berlin, CT with his dog and fiancé. Outside of work, Antonio volunteers at a Women’s shelter providing Financial Education and enjoys working out, cooking, and spending time with his family.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
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
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.
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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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
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Ready to start a conversation? Contact Mark D. Rosenthal today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley 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.
3Investors 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.
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
6Morgan 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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.
3Investors 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.
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
6Morgan 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.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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), 3582895 (6/2024)
