Morgan Stanley Wealth Management Introduces LGBT Initiative [Manufacturing …

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ProQuest Information Learning

Morgan Stanley announced that it has launched a LGBT (Lesbian, Gay, Bisexual and Transgender) initiative, which provides Financial Advisors with wealth planning tools, business development and marketing resources designed specifically for LGBT prospects and clients.

“In today’s ever-changing financial and legal environment, it is important for LGBT couples to work with a wealth management organization that specializes in LGBT wealth planning issues,” said Douglas J. Ketterer, Head of U.S. Field Management.

According to a release, a new client educational resource – LGBT On Your Terms – is available to help same-sex couples understand the factors that are likely to affect their family’s finances and long- term plans.

Details are being made available to Financial Advisors about the Accredited Domestic Partnership Advisors (ADPA) program, a professional designation which equips advisors to meet the unique financial planning needs of couples who are considered to be unmarried under either state or federal law, or both.

The Firm’s Diversity Council, a 19-member group of Financial Advisors and branch managers who meet periodically to advise management on diversity issues, contributed to the development of this initiative.

Morgan Stanley is a financial services firm providing a range of investment banking, securities, investment management and wealth management services.

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Sunday, December 30th, 2012 EN

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