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) 943-1535

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
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • 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 2012 & 2013
  • Charlotte Business Journal Top Area Wealth Managers 2011
  • National Premier Advisor 2011
Business Experience
  • 2004 - Present: Morgan Stanley**
  • 1999 - 2004: Capital One Finance

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

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

  • 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.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

  • People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources I can use to help you achieve your goals in today’s new retirement.

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

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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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.
Awards Disclosures

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