Our Story and Services

At The Sexton Group, our passion for you and your financial success is the cornerstone of our practice. We are committed to providing objective, high-quality advice and services to help simplify your life, and add meaningful value for you and your family. We seek to accomplish this through building trust and developing strategies to help protect and grow your family’s wealth.

As seasoned financial professionals who have earned important industry designations – Mary has earned the Certified Financial Planner (CFP) designation and Erik has achieved the Chartered Financial Analyst (CFA) certification – we offer important knowledge and experience to help empower you to make smart decisions about your wealth. Our emphasis on education and our commitment to outstanding service are aimed at taking the mystery out of the markets and bringing innovative thinking to our disciplined approach to financial planning.

We believe holistic wealth management means more than providing investment advice. It means helping you strengthen the financial independence you've worked your whole life to achieve. It means striving to ensure you have the means to pursue what's most important. And it means understanding you and your family as individuals with unique goals, values and circumstances, so we may develop effective strategies on your behalf. As our relationship evolves over time, we hope you’ll come to regard us as trusted stewards of your wealth, here to help you make informed decisions on any financial challenge you face. We are committed to helping you protect and build your wealth and will work to strengthen your family’s financial security for generations to come.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

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At The Sexton Group, we believe that identifying financial strategies begins with a solid understanding of each clients situation, goals, objectives and risk tolerance. We follow a disciplined process that allows us to work with you to craft a strategy that helps to meet your individual financial needs.
What You Can Expect From Us
Integrity: Everything will be focused on doing the right thing for you.

Caring Relationships: We focus on building deep and longstanding relationships.

A Team Approach: We believe you are entitled to the best advice possible.

Service Excellence: When it comes to service, we strive to go above and beyond the basics.

One-Stop Shop: We provide comprehensive strategies to help address your pressing financial needs.

Family Office Resources Capabilities

We deliver the full range of expertise to help address different aspects of your financial life: strategies to invest assets, but also to mitigate taxes, transfer wealth, enhance philanthropic impact, reduce family conflict, and manage the affluent lifestyle.
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    Redefining Family Office
    Your family is unlike any other we have ever served. You may, however, share many of the same questions, challenges and opportunities. We look forward to learning more about you and your family, and discussing how we can help you safeguard what you have earned and pursue your most important life goals. We deliver an exceptionally attentive level of service and dedicate ourselves to finding solutions to the challenges our clients face, even those challenges that fall well outside the traditional role of wealth managers.
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    Family Governance and Education
    Too often, members of rising generations spend decades in silence. Having a mechanism in place such as a family mission statement, a family constitution, or an investment policy statement can offer critical parameters and guidelines to make decisions as a collective. We work with you to find your way to becoming your own generation, with your own voice.
    Investment Policy
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    Trust and Estate Planning and Business Succession
    The key to determining which trust, tax, and estate strategies to execute is to understand the interplay of personal and exogenous factors. Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents.
    Necessary Considerations and Documents of Estate Planning
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    Philanthropic Advisory
    Believing that philanthropy must be more than checkbook writing. Involved and engaged donors want to feel a connection and offer advice and input above and beyond money. Perhaps you want to use philanthropy to instill values in your children, or you want to apply your business acumen to philanthropy. Maybe it is the grassroots-type of organizations that inspire you. Holding philanthropic conversations with our team and your family to discuss values, motivations, visions, and to develop a mission statement is an effective step to achieving long term philanthropic engagement. Deciding on what level of visibility you want, what type of program to support, and how long you envision your involvement to last, are your matters that matter to us.
    Charitable Giving Strategies
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    Art Advisory
    Whether you have inherited a valuable collection or built one of your own, the stewardship of fine art and collectibles presents an extensive range of formidable challenges. These unregulated markets can be confusing, fragmented, and inefficient. With experienced art advisors at your side, you have the guidance you need to avoid pitfalls and the expertise to manage your collection as the significant asset it is.
    Expertise at Your Disposal

Upcoming Firm Events

We hope you will join us for this upcoming event.

U.S. Policy Pulse: Trump 2.0 and the Markets

DATE: February 25, 2025 at 4:15 p.m. ET

Join Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, on Tuesday, February 25, for a conversation with Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, and Head of U.S. Public Policy, Monica Guerra, on the top policy and regulatory actions that could impact investors in the months ahead.

CRC4192005 02/2025
Online

Awards & Recognition

    Forbes Best-In-State Wealth Management Teams 2023 & 2024
    This accolade is a reflection of our commitment to both you and Morgan Stanley. While much has changed since the firm was founded more than 85 years ago, the quality of service, personal attention and customized solutions we provide to our clients has remained steadfast.

    2023-2024 Forbes Best-In-State Wealth Management Teams
    Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
    Forbes Magazine's Best-In-State Wealth Advisors 2018-2023
    The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.

    2018-2023 Forbes Best-In- State Wealth Advisors
    Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
    Forbes America's Top Women Wealth Advisors 2020, 2021, 2023, & 2024
    Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.

    2020, 2021, 2023, & 2024 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
    Source: Forbes.com (Awarded 2020, 2021, 2023, & 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
    Working Mother & SHOOK Research’s Top Wealth Advisor Moms 2018, 2019, 2020 and 2021
    SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.

    2018-2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
    Source: Workingmother.com (Awarded October 2018-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.

Location

1747 Pennsylvania Ave NW, Ste 900
Washington, DC 20006
US
Direct:
(202) 292-5335(202) 292-5335
Toll-Free:
(800) 792-4411(800) 792-4411

Meet The Sexton Group

About Mary M Sexton

A seasoned professional with more than 40 years of experience, Mary has dedicated her entire career to helping individuals and families simplify their financial lives. She is committed to long-term relationships and strives to deliver objective advice through exceptional client service. She listens carefully to her clients’ values and concerns, and works intently to help them achieve their financial objectives. 

Growing up in a small town in Pennsylvania, Mary was inspired to follow a profession in finance by the local bank president who she said wanted to help families and members of the community achieve their goals. She began her wealth management career in 1984, becoming a Financial Advisor at Crestar Securities in 1989. She later joined the Morgan Stanley family in 1999, with a focus on educating clients about important financial concepts and helping to make a profound impact on the quality of their lives.

Throughout her career, Mary has been committed to advanced learning. A graduate of Lehigh University, Mary earned the CERTIFIED FINANCIAL PLANNER designation in 2006. Most recently, she was recognized as a Family Wealth Advisor at Morgan Stanley. This credential places her in a category of advisors who are qualified to serve the sophisticated needs of ultra-high net worth families. 

Mary’s passion for helping clients achieve their goals is equaled only by her dedication to her family and community through a variety of educational and philanthropic activities. She works closely with the Orphan Foundation and Foster Care to Success organizations and helps empower friends and neighbors through a program she developed called “Funktional Finances.” 

Mary currently lives in Alexandria with her husband, Chris, her son, Dylan, her mother, Jean, and the family’s two golden retrievers. Active at her son’s school, she holds leadership positions on several finance-oriented committees. In her free time, Mary enjoys traveling, skiing and powerwalking around the neighborhood.
Securities Agent: HI, MA, LA, DC, IN, WV, KY, DE, WI, NV, MD, SC, NC, PA, TN, FL, VA, TX, GA, CO, AZ, WA, AK, NJ, IL, VT, NY, UT, OR, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285143

About Erik M Knobl

A results-driven Financial Advisor with over 25 years of industry experience, Erik combines his deep knowledge of portfolio management with solid leadership skills and a disciplined, consultative and educational approach to guide individuals, families and business owners towards the achievement of their specific financial goals.

Erik learned first-hand the power of investing at the age of 13, when he began investing his personal savings in a small amount of stock. As he watched the stock value rise and fall, he became more and more focused on how changes in the economy made an impact on his investment. This experience led him to a career that would help individuals gain the confidence and fortitude to make sound investment decisions. He became a Financial Advisor where he could educate his clients about important financial strategies and help them navigate the complexity of today’s markets.

Shortly after earning his B.S. degree in Economics from Virginia Tech in 1997, Erik joined Morgan Stanley as a Financial Advisor, where he could leverage the global resources and technology from a premier global firm. He joined The Sexton Group in 1999 and earned his Chartered Financial Analyst (CFA) designation from the CFA Institute in 2006. 

Erik takes pride in his ability to take complex financial concepts and effectively communicate them to his clients. He works diligently to demystify the investment and planning process by understanding their aspirations and values, so he may articulate the key activities to achieve their specific goals. Over the years, he has cultivated specialized skills in investment management and tax-efficient strategies, as well as retirement and estate planning. 

Originally from Reston, Virginia, Erik currently lives in Falls Church, VA with his wife, Amy and daughters, Kendyl and Katelyn. Favorite activities include watching soccer and cycling.
Securities Agent: WV, UT, OR, LA, AK, TX, DE, CA, NJ, GA, KY, DC, WI, NC, VA, NV, MA, AZ, IN, FL, TN, SC, PA, WA, NY, MD, IL, CO, HI, VT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1274481

About Justin Ward

Justin Ward serves as the Group Director at The Sexton Group, leveraging over two decades of industry expertise. His role encompasses managing workflow, delivering operational support for client relationships, directing the development and execution of strategies to meet objectives, and spearheading the hiring and training of team members.

Justin began his career in financial services in 2003 at Morgan Stanley's office in Red Bank, NJ. He had the opportunity to work at this branch for seven years before joining the Washington, D.C. office in 2010. He joined The Sexton Group in 2014 and has been an integral member of the team ever since. A graduate of Monmouth University with a B.S. degree in Finance, Justin earned his M.B.A. in Finance from Fairleigh Dickinson University in 2008. He currently holds the Series 7 and 66 licenses.

He is a native of Frederick, Maryland. His favorite leisure activities include spending quality time with family and his church community.

About Hiller Olsen

Hiller has been in the financial services industry and licensed since 2003. In 2006, he started at Morgan Stanley in Washington, DC, and moved to the Des Moines branch in June of 2018 where he was a group director. In May of 2022, he returned to Washington DC and joined the Sexton Group as a Financial Planning Analyst. Hiller graduated from Lock Haven University of Pennsylvania with a Bachelor's degree in Business Administration and a Minor in Economics. In his spare time, he enjoys spending time with his family, woodworking, playing rugby, and exercising.

About Averey Mackin

As a Registered Client Service Associate, Averey Mackin takes on an important role in executing a wide array of client services for The Sexton Group. Averey is instrumental in exceeding client expectations, delivering the highest level of professional service, and managing diverse tasks from large-scale projects to minor requests.

Averey’s responsibilities include providing seamless operational support in a variety of functions. Additionally, she coordinates client meetings and offers valuable training to ensure clients effectively utilize Morgan Stanley's suite of digital tools such as Morgan Stanley Online. Averey’s expertise and her commitment to client satisfaction make her an asset to The Sexton Group and to Morgan Stanley.

Averey graduated from the University of Massachusetts Amherst in 2021 and majored in Managerial Economics. She also holds the Series 7 and 66 securities licenses.

Averey recently moved from Boston, where she spent two years at Columbia Threadneedle, to Washington, D.C. Beyond her professional endeavors, she enjoys snowboarding, going for walks, and spending quality time with her friends and family.

About Maria Luoni

Maria has been in the financial services industry since 1994. She began her career as a licensed branch representative at First Union National Bank in Springfield, Virginia which ultimately led to her love of helping clients with investments. She continued her financial journey to other Fortune 100 companies including Vanguard and most recently TIAA, where she spent the past 16 years in their wealth management division.

Maria graduated from James Madison University in Harrisonburg, Virginia with a Bachelor’s Degree in Business Administration and minor in Finance. She currently holds the series 7, 63 & 65 licenses, and life insurance license. In her spare time, she enjoys spending time with her family, traveling, playing pickle ball and exercising.

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 Sean W. Ruediger

Sean Ruediger is a Private Banker serving Morgan Stanley’s Wealth Management offices in Washington D.C. and Maryland.

Sean began his career in financial services in 2012 and joined Morgan Stanley in 2016. Prior to joining the firm, Sean worked at PHH Mortgage as a Senior Loan Processor assigned to Morgan Stanley’s clients. Additionally, he was PHH’s lead trainer on Morgan Stanley’s mortgage procedures and processes.

Sean is a Lean Six Sigma certified yellow belt. He and his wife reside in Maryland. Outside of the office, Sean enjoys writing music, graphic designing and spending time with his family and friends.
NMLS#: 1192383
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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

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

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

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

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Are You Prepared for Tax Day?
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Are You Prepared for Tax Day?

The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.

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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Financial Planning for Life After Selling a Business

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

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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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.

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.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact The Sexton Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by 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.

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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.

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3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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4When 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.

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5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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.

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

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9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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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)