Victoria Hayward
Senior Vice President Financial Advisor at Morgan Stanley @Morgan Stanley
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WORK HISTORY
Senior Vice President Financial Advisor at Morgan Stanley @Morgan Stanley
Columbus, OH, US
CERTIFIED FINANCIAL PLANNER®Certified Exit Planning AdvisorCertified Private Wealth Advisor® designationCertified Investment Management Analyst® Chartered Retirement Plans Specialist® Chartered Retirement Planning Counselor® Series 7 General Securities RepresentativeSeries 63 Uniform Securities State AgentSeries 65 Investment Advisor Representative Life, Health, Variable Life and Variable Annuity Licensed: OH©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:
ABOUT VICTORIA HAYWARD
As a Financial Advisor for 30 years, I help clients build and preserve their wealth - whether they\'re business owners developing transition and succession planning strategies, or they\'re senior corporate executives and affluent individuals planning and investing for their retirement and the legacy they wish to leave behind. All offered with personal attention and backed by the global power and resources of Morgan Stanley. Among my team are experts in various succession planning strategies for business owners, including ESOPs and Section 1042, as well as experts in large corporate retirement plans and family office resources. Multiple distinctive credentials have been earned through my career. For example: My Certified Exit Planning Advisor (CEPA®) designation better assists business owners with exit planning. My Certified Private Wealth Advisor (CPWA®) designation earned through the Yale School of Management provides advanced knowledge in specialized areas of wealth planning and preservation. My Certified Investment Management Analyst (CIMA®) designation earned through the Wharton Scholl at the University of Pennsylvania further deepens my proficiency in investment manager research, selection, portfolio construction and asset management. One other item to add - I\'ve always tried to provide my clients with insights to help them prepare for the future. Financial issues have clearly been a focus, but I\'ve also strived to share innovative perspectives from well-known professionals in the factors that may lead to increased human performance. That\'s why I developed the Visionary Lecture Series. My objective is to bring world class thought leaders to the people who depend on me for guidance. 2024, 2025 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the 20••••25 Forbes America\'s Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America\'s Top Women Wealth Advisors) Source: Forbes.com (Awarded 20••••25). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. NMLS #17•••34
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