Stephen A. Fitzmaurice,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen A. Fitzmaurice, CFP®

CPWA®, CIMA®

Senior Vice President, Financial Advisor

Morgan Stanley

125 High St 24th Fl, High Street Tower
Boston, MA 02110
(617) 748-5812

General

Stephen Fitzmaurice is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Boston, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CRPC, CLTC

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Starting a Family, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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