Details for MORGAN STANLEY-STEVE PERR

Updated

As a casino employee,
do you understand
your retirement
plan options?
These are challenging times in the industry,
and the specter of layoffs naturally leads
to questions about your future. The Perri
Group at Morgan Stanley can help ease
the burden of choosing your retirement
plan options. We are CERTIFIED FINANCIAL
PLANNER™ professionals, each with more
than 20 years of experience.
Call us today to learn more about the
services we offer and how we may be able
to help you plan your future.

The Perri Group at Morgan Stanley
Steven Perri, CFP®
Vice President
Financial Advisor
NMLS #1255755

Karen Perri, CFP®

Vice President
Wealth Advisor
NMLS #1255552

1601 New Road, Suite 101
Northfield, NJ 08225
866-678-7562
www.morganstanleyfa.com/theperrigroup

Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under
ERISA, the Internal Revenue Code or otherwise) with respect to the services or
activities described herein except as otherwise agreed to in writing by Morgan Stanley.
Individuals are encouraged to consult their tax and legal advisors (a) before
establishing a retirement plan or account, and (b) regarding any potential tax, ERISA
and related consequences of any investments made under such plan or account.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design)
in the US.
© 2016 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC1568261 09/16

Categories