Loretta S. Odle
Portfolio Associate
Phone:
(317) 818-7301(317) 818-7301
Thomas Foster, MBA, CRPC®, CEPA®
Vice President, Wealth Management,
Financial Advisor,
Financial Planning Specialist
Direct:
(317) 818-7342(317) 818-7342
Toll-Free:
(800) 336-0095(800) 336-0095
My Mission Statement
Helping clients like you achieve all of your retirement and investing goals.
Story and Services
Joining Morgan Stanley in 2001, Tom Foster is a seasoned investment professional with 20 years of experience in the financial services industry. Prior to becoming an advisor, Tom worked in both collections and lending. This background provided a foundation for helping his clients navigate risk. Through this work, he learned about the events and situations that can harm someone’s financial future as well as improve it.
Tom then went on to become an executive recruiter in Indianapolis. In this role, Tom established a new desk for the recruitment of financial advisors and stockbrokers. This is where he was introduced to and learned about the financial services industry while working with both Smith Barney and Paine Webber management and the advisors from other firms he was recruiting.
Tom then made the decision to become a financial advisor because of the help he received from financial advisors while he was in recruiting. His mother passed without a will and had a small estate, which Tom was the executor of. These advisors provided guidance, which is how he learned the true importance of sound financial advice. It is Tom’s hope that he can help his clients have their affairs in order so that their heirs will not have to go through what he did and that their plans match their values.
His practice is built on the foundation of seeking to do what is best for clients. His client-centered approach ensures that his experience and skills, along with the vast wealth resources of Morgan Stanley Wealth Management, are focused on his goal- to provide a personalized, comprehensive wealth management strategy for each client.
Tom is a firm believer that trust is an important key when seeking to build long-lasting and mutually rewarding relationships with clients. He seeks to earn that trust by working closely with his clients to develop a comprehensive long-range financial plan tailored to help them meet their individual needs. He conducts business with high ethical standards and makes it a point to treat his clients with professional courtesy and respect. He is committed to providing the highest quality service possible. He defines his success by his client’s satisfaction.
He also very much enjoys when his clients experience changes in life- births of children and grandchildren, children and grandchildren going to and graduating from college. In addition, helping clients in planning to support the things that they are passionate about -- their families, churches, charities and community. Experiencing these life changing events along with his clients brings him great joy.
Outside of work, Tom enjoys spending time with his wife Nanette. Their daughter Brandi, son in law and two granddaughters reside in Mississippi. Other interests of Tom include golf, attending numerous charity events, wine, spirits and travel. Recently, Tom graduated from the Purdue University Mitch Daniels School of Business with an MBA in May 2023.
Tom then went on to become an executive recruiter in Indianapolis. In this role, Tom established a new desk for the recruitment of financial advisors and stockbrokers. This is where he was introduced to and learned about the financial services industry while working with both Smith Barney and Paine Webber management and the advisors from other firms he was recruiting.
Tom then made the decision to become a financial advisor because of the help he received from financial advisors while he was in recruiting. His mother passed without a will and had a small estate, which Tom was the executor of. These advisors provided guidance, which is how he learned the true importance of sound financial advice. It is Tom’s hope that he can help his clients have their affairs in order so that their heirs will not have to go through what he did and that their plans match their values.
His practice is built on the foundation of seeking to do what is best for clients. His client-centered approach ensures that his experience and skills, along with the vast wealth resources of Morgan Stanley Wealth Management, are focused on his goal- to provide a personalized, comprehensive wealth management strategy for each client.
Tom is a firm believer that trust is an important key when seeking to build long-lasting and mutually rewarding relationships with clients. He seeks to earn that trust by working closely with his clients to develop a comprehensive long-range financial plan tailored to help them meet their individual needs. He conducts business with high ethical standards and makes it a point to treat his clients with professional courtesy and respect. He is committed to providing the highest quality service possible. He defines his success by his client’s satisfaction.
He also very much enjoys when his clients experience changes in life- births of children and grandchildren, children and grandchildren going to and graduating from college. In addition, helping clients in planning to support the things that they are passionate about -- their families, churches, charities and community. Experiencing these life changing events along with his clients brings him great joy.
Outside of work, Tom enjoys spending time with his wife Nanette. Their daughter Brandi, son in law and two granddaughters reside in Mississippi. Other interests of Tom include golf, attending numerous charity events, wine, spirits and travel. Recently, Tom graduated from the Purdue University Mitch Daniels School of Business with an MBA in May 2023.
Certifications and Licenses
- Chartered Retirement Planning Counselor
- Series 63 - Uniform State Exam
- Series 7 - General Securities Representative
- Series 65 - Investment Advisory Agent
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life & Health Insurance Licensed
- NMLS 1275640
Services Include
- Wealth ManagementFootnote1
- Asset Management
- Financial PlanningFootnote2
- Estate Planning StrategiesFootnote3
- Philanthropic Services
- Retirement PlanningFootnote4
- Business PlanningFootnote5
- Alternative InvestmentsFootnote6
- Trust AccountsFootnote7
- 401(k) Rollovers
- Lending Products
- Planning for Education FundingFootnote8
- Life InsuranceFootnote9
- Long Term Care InsuranceFootnote10
- AnnuitiesFootnote11
Securities Agent: ND, MN, GA, CT, NY, VA, SC, IL, NM, NC, WV, PA, OH, KY, IN, FL, WI, TX, TN, KS, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1275640
NMLS#: 1275640
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Community Involvement
- American Red Cross of Greater Indianapolis Board of Directors 2001 to 2019 Indianapolis, IN
- Sons of American Legion Member since 1995 Fishers, IN
- Cystic Fibrosis Foundation Volunteer since 2006 Indianapolis, IN
- Cystic Fibrosis Foundation Indiana Annual Fund Campaign Chairman 2011 to 2015
- Cystic Fibrosis Foundation Board of Directors 2011 to present
- Cystic Fibrosis Foundation Indiana Chapter, President of the Board of Directors, January 2016 to 2019
- Estate Planning Council of Indianapolis Member 2012 to present
- R.B. Stewart Society at Purdue, Member
- Purdue President's Council, Member John Purdue Club, Member
- Sons of American Legion Member since 1995 Fishers, IN
- Cystic Fibrosis Foundation Volunteer since 2006 Indianapolis, IN
- Cystic Fibrosis Foundation Indiana Annual Fund Campaign Chairman 2011 to 2015
- Cystic Fibrosis Foundation Board of Directors 2011 to present
- Cystic Fibrosis Foundation Indiana Chapter, President of the Board of Directors, January 2016 to 2019
- Estate Planning Council of Indianapolis Member 2012 to present
- R.B. Stewart Society at Purdue, Member
- Purdue President's Council, Member John Purdue Club, Member
Awards
2012-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Source: fivestarprofessional.com (Awarded 2012-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Valuable 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.
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
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
Goals 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
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 Report
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
The Morgan Stanley Minute
Explore our 1-minute investment insights videos, in this on-going series, from our firm’s leading thinkers. Discover current investment trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
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.
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.
Upcoming Firm Events
We hope you will join us for this upcoming event.
2025 Midyear Economic & Investment Outlook
DATE: June 2, 2025 at 12 p.m. ETWhat's in store for the markets and the economy for the rest of 2025? Join us for a midyear conversation with thought leaders from the Morgan Stanley Global Investment Committee—an integrated team of leading market, economic and portfolio management experts from across the Firm. Tune in as they discuss the state of the U.S. economy and the American consumer, economic signals to watch for in the back half of the year, and potential tailwinds or headwinds for various market sectors and industries.
4510865 05/2025
Online
Location
800 East 96 St
Ste 400
Indianapolis, IN 46240
US
Direct:
(317) 818-7342(317) 818-7342
Toll-Free:
(800) 336-0095(800) 336-0095
Fax:
(317) 818-7440(317) 818-7440
Meet My Team
About Loretta S. Odle
Loretta has a Bachelor’s degree from Indiana University Kelly School of Business at Indianapolis with a major in Finance and a minor in Economics. Over 30 years of experience and currently has active licenses in Series 7, 63, and 66 licenses.
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
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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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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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
Ready to start a conversation? Contact Thomas Foster, MBA today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan 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.
6Alternative 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.
7Morgan 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.
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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan 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.
6Alternative 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.
7Morgan 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.
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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
11Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
