Paula S Sutton
Senior Vice President, Wealth Management, Financial Advisor
Phone:
(713) 968-3052(713) 968-3052
The Sutton Gross Group at Morgan Stanley
Direct:
(713) 968-3053(713) 968-3053
Our Mission Statement
We help clients create, develop and monitor their financial plan, offer financial and wealth management solutions.
About Us
The Sutton Gross Group’s planning-based approach helps individuals, families, and business owners navigate the transition from building wealth to using and preserving it. We develop retirement income strategies, coordinate investments across account types, and help balance long-term growth goals with capital preservation—so your plan supports both today’s needs and tomorrow’s priorities.
We are built for clients with meaningful complexity who value an ongoing, fee-based advisory relationship. In addition to comprehensive investment management and retirement planning, we can incorporate cash management and lending solutions, insurance strategies, and coordination with your tax and legal professionals to align investment decisions with trust, estate, and legacy objectives.
Because many of our relationships are multigenerational, we place a strong emphasis on thoughtful communication, next-generation education, and continuity of planning. The result is an integrated strategy designed to simplify decisions, strengthen confidence, and help your family’s legacy and philanthropic goals endure over time.
We are built for clients with meaningful complexity who value an ongoing, fee-based advisory relationship. In addition to comprehensive investment management and retirement planning, we can incorporate cash management and lending solutions, insurance strategies, and coordination with your tax and legal professionals to align investment decisions with trust, estate, and legacy objectives.
Because many of our relationships are multigenerational, we place a strong emphasis on thoughtful communication, next-generation education, and continuity of planning. The result is an integrated strategy designed to simplify decisions, strengthen confidence, and help your family’s legacy and philanthropic goals endure over time.
Services Include
- Wealth ManagementFootnote1
- 401(k) Rollovers
- Alternative InvestmentsFootnote2
- AnnuitiesFootnote3
- Asset Management
- Business Succession PlanningFootnote4
- Financial PlanningFootnote5
- Fixed IncomeFootnote6
- Lending Products
- Life InsuranceFootnote7
- Qualified Plans
- Qualified Retirement PlansFootnote8
- Trust AccountsFootnote9
- Wealth Consulting
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WORKING WITH YOU
The Sutton Gross Group believes effective wealth planning starts with a strong, personal relationship between you and your advisory team. That’s why we take the time to understand your unique circumstances, priorities, and goals. With that foundation, we build a customized financial plan that reflects both your personal and professional life—addressing today’s needs while keeping your long-term aspirations in focus.
Setting Your Financial Objective
We begin with a conversation to understand your concerns and determine how we can add value. Before we make specific recommendations, we take the time to understand who you are as a person, as well as an investor, and what you really hope to achieve for yourself and your family.
Creating Your Strategy
We analyze your input and seek to develop a wealth management plan that contains specific recommendations designed to meet the objectives you established. That means an in-depth discussion of your current finances, future objectives, attitude toward risk and other circumstances that will assist us in developing a customized plan.
Implementing Your Investment Plan
With a clear understanding of your needs and goals, we utilize a variety of planning and risk analysis tools to identify appropriate strategies for your situation. We will present our recommendations along with a detailed plan of action that will serve as our roadmap for implementing your plan.
Reviewing Objectives and Performance
We’ll oversee your performance towards your goals through ongoing calls and meetings. We may recommend adjustments over time, due to changing market conditions or changes in your circumstances, to help keep you on track towards achieving your goals.
ENJOY LIFE THE WAY YOU ENVISIONED IT
Our client focus process consists of a multi-step deep understanding of our clients and their particular needs. We are committed to building relationships that inspire a level of confidence from our clients.
Step 1. Introduction
Completing a thorough analysis of your current portfolio allocation, risk level, fees, and return compared to the benchmark.
LiveView Intelligent Planning
LiveView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of one's financial life, including investments and cash management needs.
LifeView Questionnaire
Step 2. Analysis
Discussing the findings of the analysis in conjunction with your goals and risk tolerance to determine a plan of action for your investments.
Total Tax 365
Total Tax 365 is our full spectrum of year-round active tax management solutions, tailored to help you minimize tax drag in your portfolio.
Tax-Aware Strategies
Step 3. Strategy
Building a custom-made portfolio and provide you education of investment strategy and products.
Aladdin - Intelligent Risk Management
Assessing our clients' full investment needs and risks is an essential component of providing comprehensive financial advice in portfolio construction.
Step 4. Continual Strategy Check-Ins
Checking in with you frequently to offer account updates and current firm articles and research.
Intelligent Withdrawals
Intelligent Withdrawal gives us the ability to look across multiple accounts and products to identify the right combination of securities and tax lots to sell so you can help meet spending needs while making the most out of your hard-earned money.
Step 5. The Ongoing Process
Composing your annual performance report and discuss past and current goals to adjust the portfolio accordingly.
Morgan Stanley Impact Quotient
The Morgan Stanley Impact Quotient application gives our clients new customizable insights into the social and environmental impact of their investment portfolios.
Learn MoreValuable Tools and Resources:
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies that we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read The Latest Report
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read The Latest ReportGoals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
Learn About Our Planning Tools
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check Out Our Latest Episode
Equity Compensation
Your equity compensation can be a powerful resource for building your wealth and your future. But like all resources, extracting the most benefits takes planning
Watch Video to Learn MoreProtecting your online security
How To Protect Yourself
- Safeguarding your Information Report an Online Security Concern
- Enhance your security
- Report an Online Security Concern
Security Features and Best Practices
- Multi-Factor Authentication (MFA)
- Alerts and Notifications
- Automatic Session Timeout
- VoiceID
- Fraud Detection and Prevention
- Digital Tools
- Employee Training and Testing
Location
2800 Post Oak Blvd
Ste 3200
Houston, TX 77056
US
Direct:
(713) 968-3053(713) 968-3053
Meet The Sutton Gross Group
Bill R Gross
Financial Advisor
Phone:
(713) 968-3051(713) 968-3051
Brent Sutton
Financial Advisor
Phone:
(713) 968-3054(713) 968-3054
Phone:
(713) 968-3049(713) 968-3049
Yulissa Bland
Registered Client Service Associate
Phone:
(713) 968-3053(713) 968-3053
About Paula S Sutton
Securities Agent: KY, VT, SC, DE, CO, AZ, NY, IN, TX, OK, NV, ND, MA, WA, OH, MI, HI, TN, PA, OR, LA, NM, AR, KS, FL, CA, SD; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 1669615
NMLS#: 1669615
About Bill R Gross
Securities Agent: CA, VT, HI, FL, SC, NV, MA, KY, AR, TN, OH, KS, CO, PA, NY, IN, TX, OK, MI, WA, NM, DE, ND, LA, AZ, SD, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1696796
NMLS#: 1696796
About Brent Sutton
As a Financial Advisor at Morgan Stanley, I work with a select group of individuals and businesses offering financial solutions and strategies to help them build, manage, preserve, and transition wealth to future generations. My team and I take a comprehensive approach to wealth management which includes investment management and retirement planning, access to lending and cash management services, risk management through insurance solutions and trust and estate services*. Insurance products are offered through our affiliated nonbank insurance agencies. In addition we provide 401 (k), 403 (b) and defined benefit plans for corporations, professional firms and institutions. We offer a personalized service of a boutique with the global resources of one of the world's largest financial services firms and premier financial institution. We bring each client our energy, passion, commitment and dedication to helping our clients succeed financially.
Securities Agent: TX, LA, KS, FL, DE, WA, OK, IN, VT, PA, AZ, SC, NV, NM, ND, MI, HI, AR, TN, SD, OH, NY, CO, OR, MA, KY, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1694663
NMLS#: 1694663
About Mario Noun
Securities Agent: AR, NV, MA, IN, UT, NY, NJ, MI, KS, FL, IL, OK, KY, OH, LA, DC, NM, PR, OR, CO, SC, ND, HI, WA, SD, PA, DE, VT, TN, TX, NC, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 2765793
NMLS#: 2765793
Contact Paula S Sutton
Contact Bill R Gross
Contact Brent Sutton
Contact Mario Noun
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
Ben Cucuzza
Private Banker
About Ben Cucuzza
Ben Cucuzza is a Private Banker serving Morgan Stanley Wealth Management offices in Texas.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Ben began his career in financial services in 2005 and joined Morgan Stanley in 2022. Prior to joining the firm, he was an Affluent Segment Leader at Wells Fargo Bank, N.A.
Ben is a graduate of the University of Georgia, where he received a Bachelor of Business Administration in Marketing. He lives in Houston, Texas with his family. Outside of the office, Ben is involved with the Junior Achievement as well as the Big Brothers Big Sisters program. He also enjoys fishing, sports, and watching the Georgia Bulldogs.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Ben began his career in financial services in 2005 and joined Morgan Stanley in 2022. Prior to joining the firm, he was an Affluent Segment Leader at Wells Fargo Bank, N.A.
Ben is a graduate of the University of Georgia, where he received a Bachelor of Business Administration in Marketing. He lives in Houston, Texas with his family. Outside of the office, Ben is involved with the Junior Achievement as well as the Big Brothers Big Sisters program. He also enjoys fishing, sports, and watching the Georgia Bulldogs.
NMLS#: 703137
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Wealth Management
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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
Iran Conflict: Seven Takeaways for Investors
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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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Ready to start a conversation? Contact The Sutton Gross Group today.
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.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Morgan 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.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
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.
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 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Morgan 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.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
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.
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 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), 4763067 (9/2025)
