Elke Rhoda, CIMA®, CFP®
Vice President, Financial Advisor
Phone:
(972) 943-7181(972) 943-7181
The Rhoda Rossetti Group at Morgan Stanley
Direct:
(972) 943-7181(972) 943-7181
Our Mission Statement
Working with you to provide a tailored financial strategy that is designed to help you pursue what’s most important to you.
Welcome
At The Rhoda Rossetti Group at Morgan Stanley, we have more than three decades of combined wealth management experience offering integrated wealth management strategies to professionals, retirees and other successful families. We also understand the concerns of women investors — including divorcees and widows — who need to take a more active role in their finances.
Our collaborative approach, dedicated work ethic, accessibility and empathy are among the reasons we believe so many clients have been with us since 2000. Each member of our team brings a set of complementary skills, which together creates a foundation of innovation, knowledge and action.
Wealth management is a regular, collaborative process that begins by helping you articulate and define your specific goals. Before we dispense any financial wisdom, we take the time to understand what’s important in your life—whether it’s retirement planning, education planning for children or grandchildren, or helping with your estate planning needs. In addition to learning about you, we want to understand your assets and liabilities. That way we can assist you in managing both sides of your balance sheet to help the various pieces of your financial life come together as one.
Based on what we learn, we can help you set realistic goals, prioritize your objectives and develop and implement strategies designed to help you pursue them. Our process is tailored to your needs. Instead of a one-size-fits-all approach, we review your priorities to provide you with a stronger sense of where you stand at any moment in relation to your goals.
Our goal is to manage your financial well-being so you can concentrate on your life goals. We are committed to not only addressing your current needs, but also to anticipating and serving the financial needs of your children and grandchildren for many years to come.
Our collaborative approach, dedicated work ethic, accessibility and empathy are among the reasons we believe so many clients have been with us since 2000. Each member of our team brings a set of complementary skills, which together creates a foundation of innovation, knowledge and action.
Wealth management is a regular, collaborative process that begins by helping you articulate and define your specific goals. Before we dispense any financial wisdom, we take the time to understand what’s important in your life—whether it’s retirement planning, education planning for children or grandchildren, or helping with your estate planning needs. In addition to learning about you, we want to understand your assets and liabilities. That way we can assist you in managing both sides of your balance sheet to help the various pieces of your financial life come together as one.
Based on what we learn, we can help you set realistic goals, prioritize your objectives and develop and implement strategies designed to help you pursue them. Our process is tailored to your needs. Instead of a one-size-fits-all approach, we review your priorities to provide you with a stronger sense of where you stand at any moment in relation to your goals.
Our goal is to manage your financial well-being so you can concentrate on your life goals. We are committed to not only addressing your current needs, but also to anticipating and serving the financial needs of your children and grandchildren for many years to come.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Establishing the Path to Reach Your Goals
No matter what stage your life is in, whether you are preparing for retirement, planning for the sale of a business, or thinking about buying a second home – a comprehensive plan can help you achieve your financial goals.
At the Rhoda Rossetti Group, we believe that beginning with an established plan is the best step forward in the path to reach your long-term goals. We work with each client individually to develop a plan that is unique to their financial picture, goals and values. As circumstances in your life change – your financial goals will often change as well. Our planning process is dynamic, allowing for flexibility to adapt to changes in your life as they happen.
Through the use of the extensive planning tools that Morgan Stanley has to offer, we can develop a more focused financial future that incorporates not just your investments, but all aspects of your life.
Providing Simple Solutions to Complex Problems
From preparing for a meaningful retirement to buying a home, we work with each of our clients personally to understand their goals and values. Here are just some of the questions we are able to help our clients answer each day:
Financial Planning
Do I have a plan in place to pursue the financial future I envision?
Professional Portfolio Management
How can I ensure my investment strategy puts me on track for success?
Managing Risk
In a constantly changing world, how can I ensure myself and my family are protected from life's unknowns?
Asset Organization
I have assets spread across multiple organizations and platforms. How can I simplify my financial picture?
Trust and Estate Planning
How can I leave a meaningful legacy that encompasses my values and goals?
Rollovers
I have assets left behind at a former employer, what options do I have to consolidate these?
Finding a Solution Unique to Your Needs
At Morgan Stanley, we have a vast array of solutions available to our clients – but we ensure our approach is tailored to each client's specific needs. We partner with you to deliver personalized solutions that are in line with your financial goals.
Financial Planning
A variety of planning\-related tools—including our award\-winning Goals Planning System (GPS) and LifeView—which enable us to provide a single, comprehensive snapshot of your finances and adapt a wealth plan to your ever\-changing life demands and modify goals as needed.
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax\-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after\-tax return potential and help keep more of what you earn.
529 Education Savings Plans
529 plans offer a flexible, tax\-advantaged way to invest for education expenses while helping to improve estate planning. Gain fiduciary oversight of your education funding strategy within the context of your broader portfolio through the exclusive Morgan Stanley National Advisory 529 Plan.
Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi\-award\-winning advisory platforms.
Insured Solutions
As a leader in the distribution of insurance and annuities, our offerings include disability, long\-term care and property and casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional\-caliber analytics, assesses thousands of risk factors using a holdings\-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
A Full Suite of Digital Tools
At Morgan Stanley, our clients have access to a wide variety of high-quality resources. A collection of resources and readings from our thought leaders, as well as a suite of Morgan Stanley digital tools can be found below.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
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.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Our Newsletter
Stay ahead of the curve with our monthly newsletter! Handpicked articles, insightful Morgan Stanley reports, and essential reminders are all at your fingertips. This curated content is designed to keep you informed and up-to-date, providing actionable items for our valued clients.
Location
7500 Dallas Parkway
Suite 500
Plano, TX 75024
US
Direct:
(972) 943-7181(972) 943-7181
Meet The Rhoda Rossetti Group
Dan Rossetti
Assistant Vice President, Financial Advisor
Phone:
(972) 943-7221(972) 943-7221
Amanda Little
Portfolio Associate
Phone:
(972) 943-7203(972) 943-7203
About Me
Elke began her career in the financial services industry in 2000 at UBS. She moved to Wells Fargo and later Merrill Lynch Wealth Management, and joined Morgan Stanley in 2024. Today she is the senior advisor for the team and her responsibilities include relationship management, wealth management planning and portfolio investment selection.
Elke enjoys developing long-term relationships with clients and their families. She also has a nuanced understanding of the needs of women, many of who will take full responsibility for their finances at some point in their lives as widows or after a divorce. Experienced in moving, transferring and liquidating assets for separating spouses, Elke works with their attorneys and accountants and assists with wealth management strategies to help with their ever-changing needs as they continue to look to the future.
She believes that effective wealth management should begin with what’s important to clients on a personal level such as generating income in retirement, funding a child’s education or transferring wealth to younger generations or charitable organizations. Elke creates an investment approach that’s customized to address clients’ unique goals and concerns and help them pursue the financial futures they envision.
After earning her bachelor’s degree in finance and international business from Baylor University in Waco, Elke went on to earn her M.B.A. in finance from the University of Dallas. She also holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Certified Investment Management Analyst®, CIMA® designation. Elke is a member of the Financial Planning Association (FPA®) and the Investments & Wealth Institute™ (The Institute). She and her husband, Bill, reside in Frisco with their busy, blended family of five children, Matthew, Kyle, Nicholas, Julia and Olivia. In her spare time, Elke enjoys playing tennis, traveling, working out and volunteering at her daughters’ school, Prestonwood Christian Academy.
Elke enjoys developing long-term relationships with clients and their families. She also has a nuanced understanding of the needs of women, many of who will take full responsibility for their finances at some point in their lives as widows or after a divorce. Experienced in moving, transferring and liquidating assets for separating spouses, Elke works with their attorneys and accountants and assists with wealth management strategies to help with their ever-changing needs as they continue to look to the future.
She believes that effective wealth management should begin with what’s important to clients on a personal level such as generating income in retirement, funding a child’s education or transferring wealth to younger generations or charitable organizations. Elke creates an investment approach that’s customized to address clients’ unique goals and concerns and help them pursue the financial futures they envision.
After earning her bachelor’s degree in finance and international business from Baylor University in Waco, Elke went on to earn her M.B.A. in finance from the University of Dallas. She also holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Certified Investment Management Analyst®, CIMA® designation. Elke is a member of the Financial Planning Association (FPA®) and the Investments & Wealth Institute™ (The Institute). She and her husband, Bill, reside in Frisco with their busy, blended family of five children, Matthew, Kyle, Nicholas, Julia and Olivia. In her spare time, Elke enjoys playing tennis, traveling, working out and volunteering at her daughters’ school, Prestonwood Christian Academy.
Securities Agent: CA, TX, AZ, MI, OK, FL, NM, MA, OH, VA; General Securities Representative; Investment Advisor Representative
About Me
Since starting his career in the financial services industry in 2000, Dan has worked for UBS, Wells Fargo and Merrill, joining Morgan Stanley in 2024. Today he focuses on relationship management, marketing and operations for the team. He strives to form life-long relationships by making his clients feel well cared for through responsive financial management, a personal approach, and regular communication.
An excellent communicator and listener, Dan’s approach to addressing clients’ goals is to spend a great deal of time with them to learn about their financial objectives and concerns. He begins by understanding their hopes and fears and what might be preventing them from achieving their goals. He works diligently to help clients bring all of the parts of their financial lives together to implement a seamless, disciplined wealth management strategy to help them build, preserve and transfer their assets.
While clients are still working, Dan can draw on a full suite of retirement planning software to help determine whether they’re on track to retire when and how they desire. After they retire, he can develop financial strategies designed to generate income, help maintain their lifestyle throughout their retirement and reduce the risk of eroding their legacy.
Dan received a bachelor’s degree in finance from Texas Christian University in Fort Worth, and continued his education by earning a M.B.A. in marketing from the University of North Texas in Denton. He and his wife have two sons. A longtime musician, Dan enjoys spending his spare time playing trombone in a local jazz band.
An excellent communicator and listener, Dan’s approach to addressing clients’ goals is to spend a great deal of time with them to learn about their financial objectives and concerns. He begins by understanding their hopes and fears and what might be preventing them from achieving their goals. He works diligently to help clients bring all of the parts of their financial lives together to implement a seamless, disciplined wealth management strategy to help them build, preserve and transfer their assets.
While clients are still working, Dan can draw on a full suite of retirement planning software to help determine whether they’re on track to retire when and how they desire. After they retire, he can develop financial strategies designed to generate income, help maintain their lifestyle throughout their retirement and reduce the risk of eroding their legacy.
Dan received a bachelor’s degree in finance from Texas Christian University in Fort Worth, and continued his education by earning a M.B.A. in marketing from the University of North Texas in Denton. He and his wife have two sons. A longtime musician, Dan enjoys spending his spare time playing trombone in a local jazz band.
Securities Agent: OH, TX, VA, MI, IN, AZ, OK, NM, MA, FL, CA; General Securities Representative; Investment Advisor Representative
Contact Elke Rhoda
Contact Dan Rossetti
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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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
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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
Ready to start a conversation? Contact The Rhoda Rossetti Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
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 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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.
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 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.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
