Allentown, PA, September 14th, 2015 – Morgan Stanley announced today that Mrs. Julie Knight an Associate Vice President – Wealth Management, Financial Planning Specialist, Financial Advisor in the firm’s Wealth Management office in Allentown, has been awarded the CFP® certification.
Mrs. Knight has worked at Morgan Stanley Wealth Management since 2010. In addition to providing financial planning services, she provides a variety of other advisory and non-advisory financial services, including brokerage services, to clients who seek such services.
The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold the Certified Planner Board of Standards Inc.’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking services, annuities and insurance, retirement and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit http://www.morganstanleyfa.com/thelehighvalleygroup/.