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Jenn Harpel receives Chartered Financial Consultant designation

February 21, 2017

Morgan Stanley announced that Jenn Harpel, a portfolio manager and financial advisor in the firm's Wealth Management office in Rehoboth Beach, has earned the Chartered Financial Consultant designation. Harpel has worked at Morgan Stanley Wealth Management since 2008.

The ChFCÒ designation is offered through The American College of Financial Services. To earn the designation, Harpel successfully completed a program focused on the comprehensive financial planning process as an organized way to:

  • Collect and analyze information on a client's total financial situation
  • Identify and establish specific financial goals
  • Formulate, implement and monitor a comprehensive plan to achieve those goals.

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. For more information, go to www.morganstanley.com.

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