Benjamin Stacy
Executive Director, Private Wealth Advisor
- Role
- Private Wealth Advisor at Morgan Stanley
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Benjamin Stacy
The financial industry has made investments and asset allocation a commodity. Some also think financial planning is simple and for most, that may be true. My clients recognize they have reached a point where the complexity of their wealth is no longer best managed alone.*Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP® with plaque design in the U.S.
Experience
Private Wealth Advisor
Apr 2025 — Present · Cincinnati, OH, US
2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms:
Education
Trine University
Bachelor's Degree, Business Administration, Management and Marketing
1992 — 1996
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