William R Hassett
First Vice President,
Financial Advisor,
Financial Planning Specialist
Direct:
(804) 780-3313(804) 780-3313
Toll-Free:
(800) 833-5522(800) 833-5522
My Mission Statement
Providing experienced wealth planning services, including holistic financial planning, investment portfolio design and estate planning.
My Story and Services
Bill Hassett has been a Financial Advisor with Morgan Stanley since 1995. He began his career in Finance in the early 1990's investing money from Estate Planning Consults and Managing Stock Option Programs for fortune 20 companies Headquartered in Virginia and Florida. Newfound wealth for many of these people made him passionate about preserving wealth and managing assets in trusts and retirement accounts consistent with each client’s risk profile that would also meet the client’s short-term and long-term needs.
Bill started in this business to learn how to apply his interest in making money in investments to reaching financial goals. This evolved into establishing trusts and retirement vehicles to meet a clients’ needs and wants without compromising the assets they have accumulated though stock option exercises and the funding of trust and retirement accounts.
Bill attended The University of Richmond Business School after graduating high school from Culver Military Academy in Indiana. After obtaining his Undergrad Degree in Business Administration, Finance and Marketing in 1982, Bill continued his education at The University of Richmond and received a Master of Business Administration Degree while working full time at Philip Morris in 1889. Bill’s education along with becoming a Financial Planning Specialist led him to helping others reach their financial goals.
Coming from humble beginnings and building a business in Investing and Financial Planning gave Bill insight as to how he could serve people in their quest for financial security and creating financial wealth. Bill’s driven by the connections and relationships he makes with his clients. He looks after them and their families as if they were his own.
Bill has always been very involved in the community. He has coached soccer for elementary students for 8 years and basketball for middle school students for 4 years. For over 20 years Bill has worked on the Men's cooking team at Saint James Episcopal Church serving the homeless in the Richmond area. He worked with the Youth program at Saint James Episcopal Church for several years as well as volunteered as a Sunday School Teacher. Bill also supports The Fellowship of Christian Athletes, The Multiple Sclerosis Association and other local and national charities.
Bill has been married for over 30 years, has two daughters and a wonderful Labradoodle named, Finnely. During his free time, Bill plays competitive pickleball and tennis. He also enjoys reading, spending time with family, friends and clients.
֎ Awards ֎
2024 Five Star Wealth Manager
Source: fivestarprofessional.com (Awarded 2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2024 Award - 04/10/2023 - 10/31/2023
https://www.morganstanley.com/disclosures/awards-disclosure.html
Bill started in this business to learn how to apply his interest in making money in investments to reaching financial goals. This evolved into establishing trusts and retirement vehicles to meet a clients’ needs and wants without compromising the assets they have accumulated though stock option exercises and the funding of trust and retirement accounts.
Bill attended The University of Richmond Business School after graduating high school from Culver Military Academy in Indiana. After obtaining his Undergrad Degree in Business Administration, Finance and Marketing in 1982, Bill continued his education at The University of Richmond and received a Master of Business Administration Degree while working full time at Philip Morris in 1889. Bill’s education along with becoming a Financial Planning Specialist led him to helping others reach their financial goals.
Coming from humble beginnings and building a business in Investing and Financial Planning gave Bill insight as to how he could serve people in their quest for financial security and creating financial wealth. Bill’s driven by the connections and relationships he makes with his clients. He looks after them and their families as if they were his own.
Bill has always been very involved in the community. He has coached soccer for elementary students for 8 years and basketball for middle school students for 4 years. For over 20 years Bill has worked on the Men's cooking team at Saint James Episcopal Church serving the homeless in the Richmond area. He worked with the Youth program at Saint James Episcopal Church for several years as well as volunteered as a Sunday School Teacher. Bill also supports The Fellowship of Christian Athletes, The Multiple Sclerosis Association and other local and national charities.
Bill has been married for over 30 years, has two daughters and a wonderful Labradoodle named, Finnely. During his free time, Bill plays competitive pickleball and tennis. He also enjoys reading, spending time with family, friends and clients.
֎ Awards ֎
2024 Five Star Wealth Manager
Source: fivestarprofessional.com (Awarded 2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2024 Award - 04/10/2023 - 10/31/2023
https://www.morganstanley.com/disclosures/awards-disclosure.html
Services Include
Securities Agent: AL, CA, CT, DC, FL, GA, IL, IN, KY, MA, MD, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1268215
NMLS#: 1268215
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WORKING WITH YOU
At Morgan Stanley, I believe in first understanding your individual financial situation, goals, objectives and risk tolerance. This allows me to create a personalized solution that aligns with your priorities and needs.
Contact Me
My work with you starts with one or more in-depth, exploratory meetings. I need to understand your unique financial situation so I can offer you the best possible advice and solutions.
Contact Me to Learn More
1. Introductory Meeting
Let's begin with a friendly chat to get to know each other. This meeting is all about you sharing your financial dreams and concerns so we can embark on this journey together.
2. Discovery
In our second step, we will dive into the nitty-gritty of your financial world. I will listen closely to you unique story, finances, and goals to create a plan tailed to you.
3. Financial Plan Presentation
This is where your vision takes shape. I will craft a personalized plan and walk you through it, to make sure every detail feels designed like it's made for you.
4. Implementation
It is time to put the plan into action. Together we will make changes to your financial accounts, and investments, helping turn your dreams into a reality.
5. Performance Tracking and Monitoring
Our relationship continues where I keep a watchful eye on you progress. I will continue to make adjustments as your life evolves in an effort to keep you finical plan in sync with your changing needs and circumstances.
2024 Five Star Wealth Manager
Source: fivestarprofessional.com (Awarded 2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2024 Award - 04/10/2023 - 10/31/2023
https://www.morganstanley.com/disclosures/awards-disclosure.html
2024 Award - 04/10/2023 - 10/31/2023
https://www.morganstanley.com/disclosures/awards-disclosure.html
VALUABLE TOOLS AND RESOURCES
We offer a comprehensive suite of tools to manage your wealth more effectively in today's busy world. I am happy to assist you in signing up for any of these services.
Additionally, provided are valuable resources to help you navigate everyday life. Please let me know if you have any questions.
Additionally, provided are valuable resources to help you navigate everyday life. Please let me know if you have any questions.
Morgan Stanley Mobile App
The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online – all from the convenience of your own phone. It also offers features to simplify your everyday finances. These include mobile check deposit and Send Money with Zelle, a convenient way to send and receive money.
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Morgan Stanley Online
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
Register for Morgan Stanley Online Today
Total Wealth View
With this service, you can view all your assets and liabilities together – whether held at Morgan Stanley or elsewhere – in one place for a comprehensive overview of your assets.
Total Wealth View
Financial Planning
A variety of planning-related tools—including Goals Planning System (GPS) and LifeView—which enable us to provide a single, comprehensive snapshot of your finances and adapt a wealth plan to your ever-changing life demands and modify goals as needed.
Morgan Stanley Goals- Based Wealth Management
Thoughts on the Market
Stay updated on the ever-changing financial world with our podcast, where we share insights and strategies to navigate the markets twists and turns.
Listen Here
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper.
eDelivery
Global Sports and Entertainment
Learn more about how we can help with Global Sports and Entertainment.
Global Sports and Entertainment
Approach for Athletes and Entertainers
In this paper, we lay out a holistic and integrated approach that can be tailored to the goals of each individual.
A Wealth Optimization Approach for Athletes and EntertainersIMPORTANT UPDATES FOR 2025
I would like to ensure you are up to date on the following changes for the year ahead. Please let me know if you have any questions.
Highlights of Changes for 2025
401(k) limit increases to $23,500 for 2025, IRA limit remains $7,000
Click Here to Read More
Income Tax Brackets for 2025
Depending on your taxable income, you can end up in one of seven different federal income tax brackets – each with its own marginal tax rate.
2025 Tax Tables
Social Security COLA Increase
Social Security and Supplemental Security Income (SSI) benefits for more than 72.5 million Americans will increase 2.5 percent in 2025.
SSA Fact Sheet
CLIENT RESOURCES
Discover a wealth of valuable information and resources at your fingertips. This tab is designed to provide everyone with convenient access to helpful articles and other essential resources. I hope you'll return often to learn more about the topics that impact your overall wealth.
Global Investment Committee Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly Research Report
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance you own online security.
Visit our Security Center
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Morgan Stanley Money Movement Instructions
Our step by step guide lays out the foundation and walks you through the process of transferring money from Morgan Stanley to another bank or vice versa.
Money MovementClient Service Team
Morgan Prime - Market Administrator
Phone:
(804) 780-3344(804) 780-3344
Email:Morgan.Prime@morganstanley.com
Morgan Prime
Market Administrator
Southern Virginia Market
Morgan Prime began her career in the finance industry with Morgan Stanley in 2017 in her current role as the Market Administrator for the Southern Virginia Market. Along with being the Market Administrator, she supports, Financial Advisor, Bill Hassett with his client’s needs as well as Bill’s digital presence.
Prior to working for Morgan Stanley, Morgan Studied at Radford University. In 2013 she graduated with a Bachelor of Science degree in Recreation Parks and Tourism with a concentration in Special Event Management. After graduating, she worked as an Event Planner for Hermitage Country Club for one year and then accepted the position of the Events Manager for Sky Zone Richmond where she worked for three years. Morgan Stanley caught her interest as part of the Market Administrator role is to plan corporate events.
Morgan grew up on the outskirts of the Richmond area in Midlothian, Virginia with her parents Steve and Debra Franklin and two brothers, Paul and Scott Franklin. Prior to Radford University, Morgan graduated from James River High School in 2009. She currently lives in Powhatan, Virginia with her husband, Erik, daughter, Malina, and their many pets.
Market Administrator
Southern Virginia Market
Morgan Prime began her career in the finance industry with Morgan Stanley in 2017 in her current role as the Market Administrator for the Southern Virginia Market. Along with being the Market Administrator, she supports, Financial Advisor, Bill Hassett with his client’s needs as well as Bill’s digital presence.
Prior to working for Morgan Stanley, Morgan Studied at Radford University. In 2013 she graduated with a Bachelor of Science degree in Recreation Parks and Tourism with a concentration in Special Event Management. After graduating, she worked as an Event Planner for Hermitage Country Club for one year and then accepted the position of the Events Manager for Sky Zone Richmond where she worked for three years. Morgan Stanley caught her interest as part of the Market Administrator role is to plan corporate events.
Morgan grew up on the outskirts of the Richmond area in Midlothian, Virginia with her parents Steve and Debra Franklin and two brothers, Paul and Scott Franklin. Prior to Radford University, Morgan graduated from James River High School in 2009. She currently lives in Powhatan, Virginia with her husband, Erik, daughter, Malina, and their many pets.
Securities Agent: VA; General Securities Representative; Investment Advisor Representative
Location
901 East Byrd St
Suite 2000
Richmond, VA 23219
US
Direct:
(804) 780-3313(804) 780-3313
Toll-Free:
(800) 833-5522(800) 833-5522
Fax:
(804) 477-1509(804) 477-1509
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact William R Hassett today.
1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
2When 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.
3Alternative 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.
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 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.
6Morgan 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.
7An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
8Morgan 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.
9Morgan 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.
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
2When 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.
3Alternative 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.
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 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.
6Morgan 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.
7An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
8Morgan 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.
9Morgan 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.
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)
