Fran Levine Earns Family Wealth Advisor Designation

Morgan Stanley announced today that Fran Levine, a Certified Financial Planner®, Chartered Retirement Planning Counselor™, and Financial Advisor in the Firm’s Wealth Management office in Atlanta, has attained Morgan Stanley’s Family Wealth Advisor (FWA) designation.

The FWA designation is granted to those Financial Advisors who have successfully completed an accreditation program focused on the skills need to help families communicate about money and values, share their goals and grow and protect wealth across generations. With this specialized knowledge, FWAs are able to provide strategic guidance to families and deliver wealth management strategies that put families – and their collective values and goals – first.

“This is an exceptional achievement for Fran and an attestation of her ongoing commitment to serving the unique needs of our clients and their families. Fran has demonstrated a disciplined, diligent approach to understanding how family circumstances and dynamics can influence and impact short- and long-term personal and financial goals. Her proven ability to work with families to develop a framework for their financial future helps to set her apart from others within the industry,” said Michael Outlaw, Managing Director, Atlanta Buckhead Complex Manager at Morgan Stanley.

Family Wealth Advisors are well-positioned to help families have meaningful conversations about money, set priorities, protect their family enterprise, practice impactful philanthropy and put estate plans in place. They are also skilled in connecting with the next generation to engage them in becoming educated about how family finances affect them.

Ms. Levine has been a member of the financial services industry for over 30 years and holds a Masters in Education from Boston University and a Bachelors in Art in Psychology from Brooklyn College. As a Financial Advisor with Morgan Stanley, she offers exceptional service and a full spectrum of financial planning and investment strategies designed to meet the needs of clients and their families. In addition, Ms. Levine enjoys giving back to the community. For six consecutive years she has been a member of the board of directors for the Atlanta Women’s Foundation and is currently chair of its finance and investment committee.

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 is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.

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