Ben A. Rast, CFP<sup>&reg;</sup> - Financial Advisor

Ben A. Rast, CFP®

CPWA®

Senior Vice President

The Rast McFadden Wealth Management Group at Morgan Stanley

1320 Main Street, Suite 800
Columbia, SC 29201
FINANCIAL ADVISOR'S WEBSITE
(803) 343-8990 CONNECT WITH Ben
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General

Ben Rast is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Rast McFadden Wealth Management Group at Morgan Stanley in Columbia, SC and the surrounding communities.

Financial Advisor Experience

For more than 30 years, I have been honored to work with and learn from an exceptional group of clients – from business owners and professionals, to suddenly single individuals, to families looking to leave a sustainable legacy. Each experience has taught me that every client needs a unique and customized plan that we can adapt as things change in an unpredictable world. A defining theme throughout my career has been helping my clients use their most important personal values to make informed and confident decisions about their wealth, their philanthropic plans, and their legacies. As founding partner of The Rast McFadden Wealth Management Group at Morgan Stanley, my goal was to build a team dedicated to helping our clients improve the quality of their lives, while helping them accomplish the goals they set for themselves, their families, and their organizations. Our mission is to help our clients navigate the opportunities and challenges of significant wealth with confidence and control. As a long-time believer in the value of education, I am committed to advanced learning. An honors graduate of the University of South Carolina, I also earned my MBA in International Business and Finance. I have completed executive education programs at Yale, MIT, Stanford, Wharton, NYU, and the University of Chicago. I hosted an educational radio show and television segments on investments, financial planning, and the economy for over a decade. Most recently, I earned Morgan Stanley’s Family Wealth Director designation. This title – earned by fewer than four percent of the firm’s advisors as of January 2022– provides my team with exclusive resources that make us qualified to help families manage the multigenerational challenges of significant wealth. Typically, our new client families have a minimum of $5 million or more of investable wealth. To learn more about our practice, please call me directly at (803) 343-8990 or visit our website at: https://advisor.morganstanley.com/rast-mcfadden We look forward to speaking with you soon. NMLS # 1460450 Areas of focus: Wealth Management | Family Governance l Executive Services l Closely Held Businesses l Trust and Estate Planning Strategies l Philanthropy

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Certified Private Wealth Advisor (CPWA®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Morgan Stanley Smith Barney
FINRA BrokerCheck

Financial Advisor's Specialties

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

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