Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading managers of personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Carolina Alumni Association
- Charlotte Tridelta Alumnae
- St. Jude NC Volunteer
- Women's Impact Fund
- Habitat Charlotte
- Estate Planning
- Wealth Management
- Alternative Investments
- Financial Planning
- Fixed Income
- Retirement Planning
- Education Planning
- Insurance Services
- Annuities
- University of South Carolina
Columbia, SC - Series 7, 31 & 66 Licensed
- Life, Health, & Long Term Care Insurance Licensed
- Morgan Stanley*
Financial Advisor
Charlotte, NC - Forrester Research, Inc.
Cambridge, MA
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Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, call or send an email. Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.
Stephanie S. Shively is licensed in the following state(s):
CA, CO, CT, FL, GA, HI, IL, MA, NC, NJ, NV, NY, OH, PA, SC, TN, TX, WY
This 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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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