Patrick J. Willcutts Earns Corporate Retirement Director (CRD) Designation

Press Release

Mar 15, 2017

Morgan Stanley today announced that Vice President and Financial Advisor Patrick J. Willcutts of the Firm’s Springfield office has been designated as a Corporate Retirement Director (CRD). 

Willcutts earned the CRD designation after advanced training and examination, focusing exclusively on the corporate retirement plan marketplace. The curriculum involves in-depth study of plan design, investment strategy, plan administration, fiduciary issues and other related retirement topics. In addition to completing the course work, Financial Advisors must meet certain requirements with regards to retirement assets and industry experience. Of Morgan Stanley’s 16,000 Financial Advisors, Willcutts is among only approximately two percent of the firm’s advisors who have qualified for this prestigious designation.  

The CRD designation recognizes Financial Advisors who have dedicated their practice to helping corporate clients manage their retirement plans. The services the firm’s Corporate Retirement Directors can offer include assistance with: plan evaluation, vendor selection, investment review and selection, fee and service benchmarking, and educating employees on topics critical to retirement security. 

“Morgan Stanley is pleased to recognize Patrick for his proven ability to help retirement plan sponsors manage their responsibilities in today’s complicated retirement environment,” said Jeffrey Keller, Executive Director and Head of Corporate Retirement Services for Morgan Stanley. “The Corporate Retirement Directors represent the backbone of our commitment to the retirement industry. We are confident that through their outstanding leadership, extensive training, and commitment to excellence, Morgan Stanley will continue to lead the industry by providing our clients with the highest level of service possible.”

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