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Use this directory to verify an individual’s CFA charterholder status or locate a financial advisor. Some members may not be listed as they have not opted in to being contacted. For further information please visit the member page of the CFA Institute website​.

Do not use this directory for purposes such as advertising, solicitations, and mass communications.

Every effort has been made to keep the information on this website accurate and current, but it is provided with no warranty of any kind.​

For members intrested in changing, adding, or removing your listing please contact us​.



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YesMorgan Stanley520-519-2300peggyandalan@aol.com

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