Emily Tarney receives Certified Private Wealth Advisor® designation

Morgan Stanley announced that Emily Tarney, a Financial Advisor for The McFadden Group at Morgan Stanley’s Wealth Management office in Columbia, recently earned the Certified Private Wealth Advisor® designation. The CPWA® designation, awarded by the Investments and Wealth Institute, is designed for Financial Advisors and consultants who work with high-net-worth clients.

Financial Advisors with the CPWA® designation have successfully completed coursework in advanced wealth management strategies and applied concepts and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning.

Ms. Tarney has worked at Morgan Stanley Wealth Management since 2020 and holds holds two other major industry designations in support of her clients:

• CFP® (Certified Financial Planner®): The CFP® designation helps financial professionals build clear, personalized financial plans—incorporating goals like retirement, cash flow, insurance, and estate strategies—striving to help their clients make more confident decisions with a coordinated strategy.
• CIMA® (Certified Investment Management Analyst®): The CIMA® designation strengthens the ability to design and monitor investment portfolios—focusing on asset allocation, risk management, and performance—aiming to help advisors keep investments better aligned with clients’ goals and comfort with risk.

Ms. Tarney joined Morgan Stanley after a decade in financial services at Wells Fargo, Bank of America, and Vanguard. She holds an MBA from Duke University, and BAs in Economics and Theatre from The College of the Holy Cross where she was a Fenwick Scholar.

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 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions, and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.

INVESTMENTS and WEALTH INSTUTUTE™ is a service mark of Investment Management Consultants Association Inc., doing business as Investments and Wealth Institute. CIMA®, CPWA®, RMA® are registered trademarks of Investment Management Consultants Association Inc. doing business as Investments and Wealth Institute.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
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