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

SPRINGFIELD, MA, March 15, 2017 (Newswire.com) - ​​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.”

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.

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Contact:

David Swartz
Executive Director
Complex Manager
Morgan Stanley
781-431-6704

Source: Morgan Stanley