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
  • The House of Mercy, Board of Directors
  • Charlotte Junior League
  • Charlotte Country Day 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
Business Experience
  • 2004 - Present: Morgan Stanley*
  • 1999 - 2004: Capital One Finance

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

    “Moving Forward  This has been an exciting year for investors, but in a bad way: higher volatility without much return. Some of that comes from political developments, which, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, are difficult to analyze from an investment standpoint. Still, economics can be quantified, and Wilson notes that global growth likely bottomed months ago and important indicators are pointing upward.

    “Beyond the Brexit Vote"  UK voters surprised pundits and shocked financial markets when they voted to leave the European Union. While breaking away could take years, the markets typically don’t like such uncertainty.

    “Financials—A Catch-Up Value Opportunity”  Value stocks have been ascendant this year, but financials—the largest sector in the value indexes—so far have not participated. However, in our view, the stage is now being set. 

    • Plus, look for more on the 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, 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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*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. 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.
Awards Disclosures

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