Lance P. Eaton,  CFP<sup>&reg;</sup> - Financial Advisor

Lance P. Eaton, CFP®

Morgan Stanley

Morgan Stanley, 2398 E. Camelback Rd., Suite # 800
Phoenix, AZ 85016
(312) 802-7294


Lance Eaton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Phoenix, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications


Insurance Licenses

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

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds


Helpful Financial Planning Resources