Stuart R. Pfeifer, CFP, CDFA - Morgan Stanley Financial Advisor - Charlotte, NC
Morgan Stanley
Stuart R. Pfeifer, CFP, CDFA
Vice President
Financial Advisor
6805 Morrison Blvd.
Suite 400
Charlotte, NC 28211
tel: (704) 442-3421
toll-free: (800) 786-0006 
fax: (704) 943-0529

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Associations
  • Institute for Divorce Financial Analyst, Member
  • Selwyn Avenue Presbyterian Church, Elder
  • Selwyn Avenue Presbyterian Church, Child Development Center, Board Chair 2010-2013
  • Charlotte Country Day Former Alumni Board
Services
  • Wealth Management & Divorce
  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Education Planning
  • 401(k) Rollovers
  • Life Insurance
  • Long Term Care Insurance
  • Alternative Investments
  • Annuities
  • Fixed Income
Education and Licensing
  • CERTIFIED FINANCIAL PLANNER
  • CERTIFIED DIVORCE FINANCIAL ANALYST
  • B.A. Economics - The University of the South, Sewanee 1999
  • George Washington University, Masters Certificate in Project Management, 2002
  • The University of Virginia, The McIntire Business Institute, 1999
  • Charlotte Country Day School, 1995
Honors and Recognition
  • Charlotte Business Journal Top Area Wealth Managers 2011, 2012, 2013, 2014, 2015 & 2016
Business Experience
  • 2004 - Present: Morgan Stanley*
  • 1999 - 2004: Capital One Finance

Bulletin Board
  • See March On the Markets from the Global Investment Committee featuring

    “The Envelope, Please!”  Stocks and bonds typically move in opposite directions depending on market expectations for economic growth, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co.  Stocks like growth, bonds do not. So far this year, both markets are rallying. Which one is right? 

    • “Fiscal Easing Near Full Employment” Aggressive fiscal policy is usually an antidote for high unemployment. Now, unemployment is low and forecasted to go lower yet President Trump campaigned on a stimulus platform. How will it play out? Hard to say, says Andrew Sheets, Morgan Stanley & Co.’s chief cross-asset strategist, because there are so few examples. 

    • “Why We Are Bullish on China” Morgan Stanley & Co.’s economists and strategists recently published a major report on their long-term outlook for China. They see the country becoming a high-income nation (as defined by the World Bank guidelines) within the next 10 years. If so, that has major consequences inside and out of the country. 

    • Plus, look for more on investment strategy, equities, bonds and alternative investments.

  • As CERTIFIED FINANCIAL PLANNER practitioners, our Financial Advisors review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Stuart R. Pfeifer, CFP, CDFA holds the following registrations:
Securities Agent: CA, DC, FL, GA, IL, IN, KY, LA, MN, MO, NC, OH, PA, SC, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 1406537

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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Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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