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

Willcutts graduated from Syracuse University with a Bachelor’s degree in Economics, has more than 25 years’ experience in the financial services industry, and has been with Morgan Stanley since 2008. He also holds both the Certified Private Wealth Advisor® (CPWA® ) and the Certified Investment Management Analyst® (CIMA® ) designations, awarded by the Investment Management Consultants Association® (IMCA® ) in conjunction with a top 20 business school registered with IMCA® . The CPWA® was awarded in conjunction with the University of Chicago Booth School of Business and the CIMA® was awarded in conjunction with the University of Pennsylvania’s Wharton School of Business. Willcutts also holds the Chartered Retirement Plans Specialist® and the CERTIFIED FINANCIAL PLANNER™ designations. 

Patrick enjoys his volunteer work with disabled children and adults in Adaptive Sports programs throughout New England. A native of West Springfield, Massachusetts, he currently lives in West Hartford, Connecticut with his wife and five-year old son. 

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 is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.

For further information about Morgan Stanley, please visit www.morganstanley.com[1].

IMCA® and INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION® are registered trademarks of Investment Management Consultants Association Inc. CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc.

1 2 3 4

Share