Senior Vice President, Financial Advisor, Financial Planning Specialist, Senior Portfolio Manager
Phone:
(212) 307-2998(212) 307-2998
The Stoneview Group at Morgan Stanley
Direct:
(516) 265-9321(516) 265-9321
Our Mission Statement
Delivering customized financial plans and investment strategies through dedicated service to help you achieve your life goals
Our Story and Services
At the Stoneview Group, Sandra Stein and Dimitri Drouillard create a dynamic and diverse partnership. Sandra brings a longevity of financial advisory experience to the practice that is enhanced by Dimitri’s skill set in financial planning, analysis, and technology. Together, the team provides insightful guidance and solutions to financial issues including planning for retirement, education planning, investment management, risk analysis, estate planning strategies, and charitable giving.
The practice is focused on delivering unique wealth planning solutions for families, corporations, foundations, and the LBGTQ community. The group is dedicated to thoroughly understanding their clients’ financial position and objectives, and providing extraordinary service. In addition, the team provides socially responsible investing and creates holistic Life Plans for their clients.
The practice is focused on delivering unique wealth planning solutions for families, corporations, foundations, and the LBGTQ community. The group is dedicated to thoroughly understanding their clients’ financial position and objectives, and providing extraordinary service. In addition, the team provides socially responsible investing and creates holistic Life Plans for their clients.
Services Include
- Wealth ManagementFootnote1
- Estate Planning StrategiesFootnote2
- Fixed IncomeFootnote3
- Financial PlanningFootnote4
- Cash Management and Lending ProductsFootnote5
- LGBT+ Planning ServicesFootnote6
- Life InsuranceFootnote7
- Retirement PlanningFootnote8
- Sustainable InvestingFootnote9
- Trust ServicesFootnote10
- Divorce Financial AnalysisFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
How We Work With You
As the financial world becomes more complex and investment choices multiply, careful planning becomes even more important to helping you achieve your financial goals. As your team of Financial Advisors, our role is to help you develop a strategy that lays out a clear path to a successful financial future and empowers you to make more informed, confident decisions in the face of the market’s ups and downs. The following steps were developed to achieve that goal:
Setting Your Financial Objectives:
Through a process of discovery and discussion, we will ask a series of detailed questions to understand and articulate your specific financial goals. Together, we’ll examine your current and future liabilities, income sources and cash flow needs, while considering critical factors that may influence your overall strategy. These will include your tolerance for risk, tax concerns, liquidity needs and time horizon.
Developing Your Strategy:
From this ongoing dialogue, we’ll analyze your current situation and begin to develop a detailed action plan with recommendations to help you effectively build, protect and transfer your wealth. This analysis will serve as the foundation for building your initial plan, as well as future wealth management decisions.
Implementing Your Strategy:
Once we’ve discussed and refined your strategy, we will begin to execute your investment plan. In this step, we may also recommend several wealth management strategies to help preserve your assets, while positioning them to pass to loved ones and personal charitable interests. These strategies may encompass cash flow management strategies, risk management strategies, as well as estate, trust and philanthropic strategies.
Reviewing Objectives and Performance:
After we put your wealth management plan into action, we’ll set up a variety of tools to help ensure you have immediate access to your account information. And because markets and personal needs evolve over time, we’ll set up regular, ongoing meetings to help ensure your plan remains on the right path to achieve your specific financial goals.
OUR SUITE OF SERVICES
As your wealth grows, so does its complexities and the resources needed to manage it effectively. We leverage our experience and relationships to deliver innovative strategies that are tailored to your needs. We look forward to speaking with you to understand your challenges, so we may map out a strategy to help achieve your particular priorities and goals.
Wealth Planning
Wealth planning brings virtually all the dimensions of your life together. We listen carefully to understand the connections across your personal life, your family, your career and your legacy goals to develop a comprehensive strategy that is uniquely yours.
Professional Portfolio Management
Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, we create a customized strategy that applies long-held investment principles to help your assets appreciate appropriately or generate cash-flow or income as you require.
Estate Planning & Philanthropic Strategies
Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset titling and beneficiary designation requirements, incorporating best practices to help enhance results.
Alternative Investments
Alternative investments describe a spectrum of strategies that cannot be accessed through traditional fixed income and equity markets. These strategies have the potential to help lower volatility and increase diversification in clients' portfolios.
Financial Planning
Every relationship begins with an understanding of your specific story: your goals, past experiences, values and risk tolerance. We help you better understand your current situation and create a powerful vision of your financial future.
Health and Wellness Education
We utilize the talents of Dr. Kimberly Henderson to help clients consider healthy choices. Dr. Henderson is Morgan Stanley’s subject matter expert on multiple health and wellness related topics including women’s health, health equity, resiliency, sleep, wellbeing, and adolescent and family mental health.
RESOURCE CENTER
We hold a firm belief in the education of our clients as well as providing access to insight from the breadth of Morgan Stanley. Check here regularly to stay up-to-date and please call us if you'd like to discuss.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
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, manage unrealized gains and help keep more of what you earn.
Learn MoreLocation
399 Park Avenue
12th Floor
New York, NY 10022
US
Direct:
(516) 265-9321(516) 265-9321
Meet The Stoneview Group
Senior Vice President, Financial Advisor, Financial Planning Specialist, Portfolio Manager
Phone:
(212) 315-6272(212) 315-6272
Phone:
(212) 893-6542(212) 893-6542
About Sandra Stein
Sandra Stein has nearly 40 years of experience in guiding clients in their quest for financial independence. She strives to assist her clients in achieving their financial, retirement and intergenerational wealth planning goals.
Sandy takes great pride in the relationships she creates and maintains with her clients. She recognizes that individuals, corporations and foundations of today want socially responsible investing to be a main focus of their well-balanced financial plans, portfolios and philanthropic endeavors and strives to help them reach this goal.
Financial planning is a cornerstone in Sandy’s approach; she enjoys creating Life Plans for her clients and appreciates the opportunity to work with them to achieve their wealth management goals.
Sandy is a graduate of CCNY, with BA degree with a major in Political Science. She resides in the Hudson Valley of New York with her husband, John. In her spare time, Sandy enjoys exploring the various historical homes and the biking trails in her area.
Sandy takes great pride in the relationships she creates and maintains with her clients. She recognizes that individuals, corporations and foundations of today want socially responsible investing to be a main focus of their well-balanced financial plans, portfolios and philanthropic endeavors and strives to help them reach this goal.
Financial planning is a cornerstone in Sandy’s approach; she enjoys creating Life Plans for her clients and appreciates the opportunity to work with them to achieve their wealth management goals.
Sandy is a graduate of CCNY, with BA degree with a major in Political Science. She resides in the Hudson Valley of New York with her husband, John. In her spare time, Sandy enjoys exploring the various historical homes and the biking trails in her area.
Securities Agent: WA, AL, TN, CO, RI, OH, NC, IL, GA, FL, TX, MS, MI, MA, DC, CA, AZ, WY, WI, VA, PA, IN, OR, NH, NV, MT, ME, LA, NJ, HI, WV, NY, MN, MD, KY, KS, SC, OK, NM, DE, VT, UT, MO, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282805
NMLS#: 1282805
About Dimitri Drouillard, MBA
Dimitri Drouillard is a Financial Advisor with the Stoneview Group. He has ten years of industry experience and is a Certified Financial Planner (CFP).
Dimitri began his career at Morgan Stanley in 2012. He was part of the firm’s advisory sales team that provides platform, product, and portfolio solutions to clients in the North East territory before transitioning to a Financial Advisor. Dimitri draws upon his vast product knowledge to construct comprehensive financial plans for individuals and families in his current role with the Stoneview Group.
Dimitri received an MBA with a concentration in Finance from Adelphi University. He is Series 7, 66, Life, Accident & Health Insurance licensed.
He lives in Long Island with his wife and two children, Jaden and Adrien. He enjoys basketball, football, bowling, and cycling. He also likes music, dancing, movies and cars.
Dimitri began his career at Morgan Stanley in 2012. He was part of the firm’s advisory sales team that provides platform, product, and portfolio solutions to clients in the North East territory before transitioning to a Financial Advisor. Dimitri draws upon his vast product knowledge to construct comprehensive financial plans for individuals and families in his current role with the Stoneview Group.
Dimitri received an MBA with a concentration in Finance from Adelphi University. He is Series 7, 66, Life, Accident & Health Insurance licensed.
He lives in Long Island with his wife and two children, Jaden and Adrien. He enjoys basketball, football, bowling, and cycling. He also likes music, dancing, movies and cars.
Securities Agent: NH, AL, UT, NV, FL, SC, HI, KS, CA, TN, NY, NM, MS, MD, GA, MI, ME, CT, CO, OK, OH, MT, MO, WI, RI, PA, NJ, IL, DE, TX, OR, MN, DC, WY, WA, NC, MA, LA, IN, AZ, WV, VT, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1935835
NMLS#: 1935835
About Horace M Barker
Securities Agent: CA, NV, IL, CO, AL, MS, HI, AZ, SC, RI, UT, TX, OK, NC, MD, GA, VA, NY, FL, NM, NJ, DC, CT, VT, OH, DE, MT, LA, IN, WA, PA, OR, MA, MI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 172805
NMLS#: 172805
Contact Sandra Stein
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Contact Dimitri Drouillard, MBA
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Contact Horace M Barker
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Wealth Management
Global Investment Office
Portfolio Insights
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
Ready to start a conversation? Contact The Stoneview Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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 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.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Morgan 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.
5Morgan 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
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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8When 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.
9Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
10Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
11Morgan 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 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.
3Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
4Morgan 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.
5Morgan 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
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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8When 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.
9Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
10Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
11Morgan 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)