Getting Ahead

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Morgan Stanley’s Miller Earns CFP Designation

June 15, 2018

Morgan Stanley has announced that Kristen Miller, a financial adviser in the firm’s Wealth Management office in Canfield, has earned the professional certification as a Certified Financial Planner. Miller has worked at Morgan Stanley Wealth Management since 2012. The CFP designation identifies those individuals who have met experience and ethical requirements, successfully completed financial planning coursework and passed the CRP certification examination. The examination covers financial planning, risk management, investments, tax planning and management, retirement and employee benefits ,and estate planning.

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