Phone:
(520) 519-2310(520) 519-2310
The Tucson Legacy Group at Morgan Stanley
Tucson:
(520) 519-2300(520) 519-2300
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Empowering Your Financial Journey
We take pride in granting our clients unparalleled access to advanced digital platforms designed to enhance understanding and management of your financial landscape. These tools not only streamline your experience but also ensure your assets and personal data are protected with the utmost standard of care. Experience the peace of mind that comes with knowing your wealth is in capable hands.
- eAuthorization: Simplify transactions with one-click approvals through the Morgan Stanley Online web or mobile apps.
- eDelivery: Opt for electronic document and account statement delivery to reduce your paper usage and increase privacy.
- eSign: Quickly and securely sign documents online, accelerating your experience and providing you with the option to sign documents whenever and wherever is most convenient for you.
- Goals Planning System: Set and track your goals using our advanced tools, helping you plan for a prosperous future.
- Fraud Detection and Prevention: Advanced systems monitor and protect against fraudulent activities.
- Multi-factor Authentication: Strengthen your account security with multiple layers of authentication.
- VoiceID: Utilize your unique voiceprint – like a digital fingerprint – for seamless and secure identity verification when contacting our service center.
- Data Protection: High-grade, end-to-end encryption protects your sensitive information when accessed from any of our secure online platforms.
- Consolidated Finances: Easily add and manage external accounts for a unified view of your finances.
- Informed Decision Making: Enhanced visibility into your financial portfolio allows for smarter, data-driven decisions.
- Expert Advisory Insight: Our team can provide more personalized and effective advice with a complete understanding of your financial picture.
- ATM Fee Rebates: Enjoy global ATM fee rebates, adding convenience to your banking experience. Access your cash from any bank or teller that accepts Mastercard.
- Identity and Credit Protection: Partnering with Experian, the CashPlus account gives you complimentary access to extensive identity and credit protection services.
- Exclusive Card Access: Get access to The Platinum Card® from American Express Exclusively for Morgan Stanley, with benefits like a $695 Annual Engagement Bonus credited to your Platinum CashPlus account.
Morgan Stanley Online
Putting a powerful tool in the hands of our clients. Morgan Stanley Online offers you comprehensive digital management of your finances. We also encourage our clients to explore other important features such as:
Data Security
At Morgan Stanley, safeguarding your assets and privacy is our highest priority. We employ cutting-edge security technologies to ensure your information is protected from all threats.
Total Wealth View
With Total Wealth View on Morgan Stanley Online, gain an all-inclusive perspective of your financial landscape by integrating all your external accounts in one place, empowering better financial decisions.
CashPlus Account
The CashPlus account is more than just a banking solution, it was designed to complement your lifestyle and financial needs with top-tier benefits.
Location
7175 N Pima Canyon Dr
Tucson, AZ 85718
US
Direct:
(520) 519-2300(520) 519-2300
Meet The Tucson Legacy Group
Phone:
(520) 519-2311(520) 519-2311
Phone:
(520) 519-2312(520) 519-2312
Phone:
(520) 745-7014(520) 745-7014
Citlalli J. Orduna
Registered Client Service Associate
Phone:
(520) 519-2318(520) 519-2318
Roxana Fierro
Registered Client Service Associate
Phone:
(520) 745-7072(520) 745-7072
Andres Parada Hernandez
Client Service Associate
Phone:
(520) 519-2319(520) 519-2319
About Fernando Parada
Fernando Parada is an International Client Advisor who joined Morgan Stanley Wealth Management in 2021. Fernando co-founded The Elias-Parada Group in 2005 and brings 26 years of industry experience and knowledge to the team.
Prior to Morgan Stanley, Fernando worked at Wells Fargo Advisors as a Financial Advisor and was recognized for his dedicated work. Fernando has helped numerous international and domestic clients throughout his career by establishing a solid foundation built on trust and commitment.
Fernando was born in Ciudad Obregon, Sonora and has lived in Tucson, Arizona for the past 27 years. He has been married for 28 years and has two children.
Prior to Morgan Stanley, Fernando worked at Wells Fargo Advisors as a Financial Advisor and was recognized for his dedicated work. Fernando has helped numerous international and domestic clients throughout his career by establishing a solid foundation built on trust and commitment.
Fernando was born in Ciudad Obregon, Sonora and has lived in Tucson, Arizona for the past 27 years. He has been married for 28 years and has two children.
Securities Agent: TX, MA, CA, NJ, WY, KY, NY, NC, CO, VA, NV, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 2460914
NMLS#: 2460914
About Agustin Elias
Agustin Elias is part of The Elias- Parada Group bringing more than 20 years of Industry experience, he joined Morgan Stanley in 2021 as a Financial Advisor.
As a financial professional Agustin has been committed to build lasting relationships with international and domestic clients. He focuses in the Mexican sector, helping clients meet their financial goals, plan for retirement, and transfer of wealth to future successors while providing a full array of investment options.
Agustin was born in Caborca, Sonora and has now lived in Tucson, Arizona for 25 years. Agustin graduated from Eller College of Management with a Finance degree at the University of Arizona, and immediately started his career in the industry.
As a financial professional Agustin has been committed to build lasting relationships with international and domestic clients. He focuses in the Mexican sector, helping clients meet their financial goals, plan for retirement, and transfer of wealth to future successors while providing a full array of investment options.
Agustin was born in Caborca, Sonora and has now lived in Tucson, Arizona for 25 years. Agustin graduated from Eller College of Management with a Finance degree at the University of Arizona, and immediately started his career in the industry.
Securities Agent: NY, NJ, NC, WY, VA, AZ, KY, CA, MA, CO, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2460325
NMLS#: 2460325
About Luis Molina
Luis Molina is part of The Elias-Parada Group at Morgan Stanley and brings over 13 years of experience and Financial knowledge.
Luis joined Morgan Stanley in 2021 as a Financial Advisor and has been included in the Morgan Stanley Pacesetter’s Club since 2021. He began his career in Corporate Finance in a multi-national mining company, then became an advisor to educate and assist clients with their financial needs. He specializes in International portfolios and works with domestic clients as well. Working together, he can help you preserve and grow your wealth.
Luis is a graduate from Eller College of Management with a Finance degree at The University of Arizona. He is originally from Hermosillo, Sonora and has now lived in Tucson for 18 years.
Luis joined Morgan Stanley in 2021 as a Financial Advisor and has been included in the Morgan Stanley Pacesetter’s Club since 2021. He began his career in Corporate Finance in a multi-national mining company, then became an advisor to educate and assist clients with their financial needs. He specializes in International portfolios and works with domestic clients as well. Working together, he can help you preserve and grow your wealth.
Luis is a graduate from Eller College of Management with a Finance degree at The University of Arizona. He is originally from Hermosillo, Sonora and has now lived in Tucson for 18 years.
Securities Agent: CO, NC, MA, NY, CA, AZ, TX, NV, VA, KY, WY, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 2463792
NMLS#: 2463792
About Anna Alvarado
Since 1980, Anna has worked earnestly on establishing her career in the financial services industry, she has been with Morgan Stanley since 2014 focusing primarily on International Wealth Management and serving clientele of high net worth families. Implementing the firm's intellectual capital and research, Anna helps clients with customized solutions to help them achieve their life financial goals. Anna is bilingual, fluent in English and Spanish, and having the International Client Advisor designation she is specifically experienced in addressing the needs of International clients.
Prior to joining Morgan Stanley, she began her career in the financial industry at Valley National Bank (currently JPMorgan Chase) as an international Private Banker and during her 34 year career she earned promotions to become Vice President, Banking Center Manager and Financial Advisor.
Anna was born in Mexico and raised in Southern Arizona; she is married to Rogelio Alvarado and has 4 children and 6 grandchildren.
Prior to joining Morgan Stanley, she began her career in the financial industry at Valley National Bank (currently JPMorgan Chase) as an international Private Banker and during her 34 year career she earned promotions to become Vice President, Banking Center Manager and Financial Advisor.
Anna was born in Mexico and raised in Southern Arizona; she is married to Rogelio Alvarado and has 4 children and 6 grandchildren.
Securities Agent: MA, CA, TX, KY, CO, AZ, OH, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 2306965
NMLS#: 2306965
About Citlalli J. Orduna
Citlalli brings years of banking experience; she started her career at Wells Fargo Bank in 2016 then transitioned to J.P. Morgan Chase in 2019 as a Relationship Banker. While working alongside a Financial Adviser at J.P. Morgan Chase she developed an interest in Wealth Management. To expand her knowledge, Citlalli then joined Morgan Stanley’s International Wealth Management with The Elias-Parada Group in 2021, as a Registered Client Service Associate.
SIE Securities Industry Essentials
Series 7 General Securities License
Series 65 Uniform Investment Adviser Exam
Series 63 Uniform State Exam
Series 6 Investment Company and Variable Contracts Products Representative Exam
SIE Securities Industry Essentials
Series 7 General Securities License
Series 65 Uniform Investment Adviser Exam
Series 63 Uniform State Exam
Series 6 Investment Company and Variable Contracts Products Representative Exam
About Roxana Fierro
Roxana Fierro was born and raised in Los Mochis, Sinaloa, and moved to Tucson in 2004 to continue with her education, where she graduated from University of Phoniex in 2012.
Roxana started her career with Morgan Stanley in October of 2015 as part of the operations team, then to expand her knowledge and take advantage of her bilingual skills, she joined a team in the International Wealth Management as a Client Service Associate.
Roxana holds a bachelor’s in business, and through her years with Morgan Stanley she earned her SIE, Series 7, and Series 66.
Fluent in English and Spanish.
Roxana started her career with Morgan Stanley in October of 2015 as part of the operations team, then to expand her knowledge and take advantage of her bilingual skills, she joined a team in the International Wealth Management as a Client Service Associate.
Roxana holds a bachelor’s in business, and through her years with Morgan Stanley she earned her SIE, Series 7, and Series 66.
Fluent in English and Spanish.
About Andres Parada Hernandez
Andres Parada began his professional career at Morgan Stanley as a Client Service Associate in February of 2024.. He graduated from the University of Arizona with a bachelor’s degree in information science with a focus on data analysis and statistics.
Securities Industry Essentials (SIE)
Series 66
Series 7
Securities Industry Essentials (SIE)
Series 66
Series 7
Contact Fernando Parada
Contact Agustin Elias
Contact Luis Molina
Contact Anna Alvarado
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
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
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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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Tucson Legacy Group today.
1Alternative 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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.
5Morgan 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.
6GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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 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.
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
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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.
5Morgan 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.
6GlobalCurrency is available to clients of Morgan Stanley Smith Barney LLC with an eligible brokerage account. Before undertaking foreign exchange transactions, clients should understand the associated risks.
Engaging in foreign currency transactions entails more varied risks than normally associated with transactions in the domestic securities markets. Attention should be paid to market, credit, sovereign, and liquidity risks. The foreign exchange transactions and deposits discussed in this material may not be appropriate for all clients. The appropriateness of a particular investment or strategy depends upon a client’s particular circumstances and objectives. This material does not provide individually tailored investment advice.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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 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.
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)
