Morgan Stanley announced today that Lisa Taranto Schiffer, ChFC®, a First Vice President, Senior Portfolio Manager and Financial Advisor in the Firm’s Wealth Management office in Atlanta, has attained Morgan Stanley’s Family Wealth Advisor (FWA) designation.

The FWA designation is granted to those Financial Advisors who have successfully completed an accreditation program focused on the skills needed to help families communicate about money and values, share their goals, and grow and protect wealth across generations. With this specialized knowledge, FWAs are able to provide strategic guidance to families and deliver wealth management strategies that put families – and their collective values and goals – first.

“This is an exceptional achievement for Lisa and an attestation of her ongoing commitment to serving the unique needs of our clients and their families,” said Walter Jameson, Complex Manager of Morgan Stanley Atlanta Perimeter office. “Lisa has demonstrated a disciplined, diligent approach to understanding how family circumstances and dynamics can influence and impact short- and long-term personal and financial goals. Her proven ability to work with families to develop a framework for their financial future helps to set her apart from others within the industry.”

Family Wealth Advisors help families have meaningful conversations about money, set priorities, protect their family enterprise, practice impactful philanthropy and put estate plans in place. They are also skilled in connecting with the next generation to engage them in becoming educated about how family finances affect them.

Ms. Schiffer is a founding member of The Horizon Group at Morgan Stanley and has spent nearly three decades in wealth management focusing on working with small-business owners as well as affluent women who manage their family finances. She holds a Bachelor of Science from Syracuse University. As a Financial Advisor with Morgan Stanley, she offers exceptional service and a full spectrum of financial planning and investment strategies designed to meet the needs of clients and their families. Ms. Schiffer can be reached at 770-481-1742 or Lisa.Schiffer@morganstanley.com.

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

Morgan Stanley Smith Barney LLC. does not provide tax or legal advice. Individuals should consult their personal tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts and estate planning, charitable giving, philanthropic planning and other legal matters