About Us

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisors, we have experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
  • Financial Planning1
  • Asset Management2
  • Estate Planning Strategies3
  • Retirement Planning4
  • Corporate Retirement Plans5
  • Endowments and Foundations6
  • Life Insurance7
  • Municipal Bonds8
  • 401(k) Rollovers
  • Certificates of Deposit9
  • Lending Products
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Our team has over 70 years of combined experience in which we have provided financial solutions for families and businesses that have helped preserve and grow wealth.  We offer clients a breadth of talent with a credentialed and dedicated team of professionals.  We are known in our community for providing objective consulting and strategic solutions in the following areas:

-Financial Planning
-Portfolio Management
-Estate and Retirement Planning Strategies
-Family Wealth Planning
-Business succession Planning
-Lending

Client Service Model

The Stanfield McCarthy Group Standard level of Client Care


In a world of automation and declining personal interaction, our years of experience have taught us an irreplaceable wealth of knowledge.   Throughout various market cycles and the life stages of clients, we’ve determined how critical a standard level of care is when it comes to the services we provide. 

 
Our Clients are entitled to a Financial Plan

We believe in having clear goals for your retirement, education, and current financial needs for the accumulation and distribution phases of our clients’ lives.   These cornerstones are what directs your investments.

 

We will not invest in anything without merit: ASSET MANAGEMENT

We believe in a proactive disciplined approach to investing.  This approach is coupled with the overall goals for your financial lifestyle in order to do all we can to help make your hard earned assets work as effectively as possible in an effort to get you the desired outcomes you lay out.

 

We will provide regular communications

Communication allows for our trust to develop.  We believe that trust is an important factor in our relationship.  We will communicate on a quarterly basis as well as with changes in your financial lifestyle.

 

LENDING & CASH MANAGEMENT solutions are part of the plan…

We offer lending and cash management solutions to help provide liquidity as needed. 


RETIREMENT BENEFITS/INCOME

We believe in reviewing Social Security benefit statements together as a piece of your overall financial plan.

 

We can assist with PLANNING FOR YOUR LEGACY

Knowing your intentions for your wealth allows us to build a plan that can help accomplish your legacy as efficiently as possible.




Details on each of the standards are listed in the document below:
The Stanfield McCarthy Group Standard Level of Client Care.pdf

Location

2153 Valleygate Dr
Suite 201
Fayetteville, NC 28304
US
Direct:
(910) 483-6181(910) 483-6181
Toll-Free:
(800) 283-6181(800) 283-6181

Meet The Stanfield McCarthy Group

About Me

•1977 BS - Business Administration, Methodist College
  Fayetteville, NC
•1992 - Present: Series 7 - General Securities Representative
•1992 - Present: Series 63 - Securites Agent State Law
•1992 - Present: Series 65 - Registered Investment Advisor Law
•1992 - Present: Life & Health Insurance Licensed
•Senior Portfolio Manager
•2002 - Present: Financial Planning Specialist
Securities Agent: TX, NC, WA, VA, TN, SC, PA, OR, OH, NY, NM, NJ, MO, MI, MD, MA, LA, KY, KS, GA, FL, DC, CO, CA, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1380680

About Me

•1996: BS - Psychology, Methodist College
  Fayetteville, NC
•1996: Business Degree, Methodist College
  Fayetteville, NC
•1999 - Present: Series 7 - General Securities Representative
•1999 - Present: Series 63 - Securites Agent State Law
•1999 - Present: Series 65 - Registered Investment Advisor Law
•1999 - Present: Life & Health Insurance Licensed
•2001 - Present: Long Term Care Insurance Licensed
•2012 - Present: Certified Financial Planner™ Practitioner
Securities Agent: TX, NC, WA, VA, TN, SC, PA, OR, OH, NY, MO, MI, MD, MA, LA, KY, IA, GA, FL, DC, CO, CA, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1380606

About Me

•1999: BS - Business Administration, 1999
  Fayetteville State University
  Fayetteville, NC
•2001 - Present: Series 7 - General Securities Representative
•2001 - Present: Series 63 - Securities Agent State Law
•2011 - Present: Series 66 - Uniform Combined State Law 
•2012 - Present: Life & Health Insurance Licensed
•2002 - Present: Financial Planning Specialist
Securities Agent: TX, NC, WA, VA, TN, SC, PA, OR, OH, NY, MO, MI, MD, MA, LA, KY, IL, GA, FL, DC, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1380666
From Our Team

Choosing a Retirement Plan for Your Business


Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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Ready to start a conversation? Contact The Stanfield McCarthy Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley 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.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

5Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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, charitable giving, philanthropic planning and other legal matters.

7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

8Income 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.

9CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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