Janet Padula

About Janet Padula

Janet started her career at Morgan Stanley in 2007 with a focus on planning for clients’ financial and life goals. Early in her career, Janet was named to Morgan Stanley’s Pacesetter’s Club, a recognition program for Financial Advisors who have demonstrated the highest professional standards and first class client service. Recognizing that todays’ conditions require a comprehensive approach, Janet has earned her CERTIFIED FINANCIAL PLANNER™ certification and designation through the American College of Financial Planning. o better help clients experiencing a life change, Janet recently obtained the Certified Divorce Financial Analyst® (CDFA) designation through The Institute for Divorce Financial Analysts™ (IDFA™). Janet is dedicated to educating and advising clients about their financial lives and helping them reach their life goals. She has a passion for building long lasting relationships with clients, striving to understand their situations on a deeper level. Areas of focus: Portfolio Management | Comprehensive Financial Planning | Retirement Planning | Estate Planning Strategies | Multigenerational Planning | Foundations | Business Succession Planning | Insurance Services | Lending Solutions © 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted 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 service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please seehttps://advisor.morganstanley.com/neo-wealth-management-group. The information or content is for US residents only and subject to the following disclosures:

Experience

1. Sr Vice President, Senior Portfolio Manager, Designated Equity Plan Specialist, Financial Advisor

   Morgan Stanley

   Mar 2007 — Present · Cleveland, OH, US

   Nmls id 15•••09

Education

• The American College

  CFP®

• Case Western Reserve University

  MBA

  2003 — 2006