Kerrick Henderson at The Michalzuk Group at Morgan Stanley Receives CHARTERED FINANCIAL ANALYST® Designation

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Morgan Stanley's Private Wealth Advisor, Kerrick Henderson, earns the prestigious CFA® designation, enhancing the services provided by The Michalzuk Group to their 12 enterprising families. The CFA® charter signifies expertise in investment analysis, portfolio management, and ethical standards, adding value to Morgan Stanley's ultra-high net worth Private Wealth Management offering.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- Morgan Stanley (NYSE: MS) today announced that Kerrick Henderson, a Private Wealth Advisor with The Michalzuk Group has earned the Chartered Financial Analyst^® (CFA^® ) designation.

Kerrick Henderson, CFA and his partner Kevin Michalzuk, formed The Michalzuk Group to simplify the complexities of multi-generational wealth for the 12 enterprising families they serve. As a part of Morgan Stanley’s boutique ultra-high net worth Private Wealth Management offering, the group is able to provide the resources and institutional execution of one of the largest and most respected global financial service firms.

The CFA^® charter is a globally recognized credential for investment analysis competence and integrity and portfolio management. Recipients have successfully completed a graduate-level, self-study curriculum and passed examinations covering ethical and professional standards, securities analysis and valuation, financial reporting and analysis, quantitative methods, economics, corporate finance, portfolio management, and wealth planning.

CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA^® designation. The CFA Institute promotes setting high, ethics-based professional standards of excellence for the financial services industry.

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, cash management and lending products and services, annuities and insurance, retirement and trust services. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.

© 2023 Morgan Stanley Smith Barney LLC, member SIPC.
CRC# 5693253 06/2023

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Kevin Michalzuk

(480) 922-7803

Source: The Michalzuk Group at Morgan Stanley

What is the significance of Kerrick Henderson earning the CFA® designation for Morgan Stanley (MS)?

Kerrick Henderson's achievement highlights his expertise in investment analysis and portfolio management, enhancing the services provided by The Michalzuk Group within Morgan Stanley's ultra-high net worth Private Wealth Management offering.

How does the CFA® charter benefit clients of Morgan Stanley Wealth Management (MS)?

The CFA® charter signifies high standards of excellence in investment analysis and ethical practices, ensuring clients receive top-notch financial services and wealth planning from Morgan Stanley Wealth Management.

What does the CFA® designation represent in the financial services industry?

The CFA® designation is a globally recognized credential for investment professionals, signifying competence in securities analysis, valuation, portfolio management, and ethical standards, setting high professional standards in the financial services industry.