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

Stephen A. Fitzmaurice, CFP®


Senior Vice President, Financial Advisor

Morgan Stanley

112 Worcester St
Wellesley Hills, MA 02481-4006
(781) 431-6742


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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 66

Designations & Certifications

  • Certified Investment Management Analyst (CIMA®)

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


Helpful Financial Planning Resources