Peter E. Carfagna, CFP, CPWA, Financial Advisor at Morgan Stanley

Peter E. Carfagna, CFP, CPWA, Financial Advisor at Morgan Stanley Helping you to be successful. Investment management and financial planning for high net worth individuals and families. NMLS #: 1321604

Access to Family Office Resources to help save you time and money. I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you. Disclaimers:
© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications

. MSSB will not accept purchase or sale orders via FaceBook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

For more information on the designation(s) listed above, go to http://fa.morganstanley.com/peter.carfagna/

The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.

Going through a divorce can be financially and emotionally stressful. I’m here to help you regain a sense of control and...
08/01/2023

Going through a divorce can be financially and emotionally stressful. I’m here to help you regain a sense of control and avoid these common mistakes.

Navigating the division of assets in a divorce can be a long and difficult process. Learn how to avoid mistakes and plan for your future.

In uncertain markets, alternative investments may be useful. They can provide income, help diversify your portfolio and ...
07/27/2023

In uncertain markets, alternative investments may be useful. They can provide income, help diversify your portfolio and serve as an inflation hedge. Let’s discuss if any strategies make sense for you.

In the current environment, strategies that worked before may not be effective. Alternative investments could play a valuable role in your portfolio.

Seniors are often a target of financial exploitation and fraud. Let’s discuss how to protect yourself or your loved ones...
07/25/2023

Seniors are often a target of financial exploitation and fraud. Let’s discuss how to protect yourself or your loved ones from scams.

Financial abuse of older citizens is one of the most common crimes in the US. But there are ways to protect you or your loved ones from scams like these.

Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it’s essential to plan ahead f...
07/23/2023

Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it’s essential to plan ahead for your spending needs. Let’s talk about strategies to help keep you on track.

Everyone has a different idea of their dream retirement. Whatever you envision, it’s essential to plan ahead so that your nest egg will last.

The closer to retirement, the more vulnerable you may be to adverse market conditions. Let’s discuss how you can prepare...
07/20/2023

The closer to retirement, the more vulnerable you may be to adverse market conditions. Let’s discuss how you can prepare for the market’s unknowns during your golden years.

An uncertain market can influence your decision of when to retire. Learn how to help protect your nest egg.

06/28/2023

Creating an estate plan can help protect your wealth. Learn about tax-efficient strategies for estate planning and explore more video insights from Morgan Stanley here: https://mgstn.ly/45dFsK7

06/21/2023

Creating an estate plan can help protect your wealth. Learn about tax-efficient strategies for estate planning and explore more video insights from Morgan Stanley here: https://mgstn.ly/3MhP0Lo

On this special day, I want to express my gratitude for the privilege of being a father. Being a dad is both challenging...
06/18/2023

On this special day, I want to express my gratitude for the privilege of being a father. Being a dad is both challenging and rewarding, and I cherish every moment spent with my children. To all the fellow dads out there, let’s celebrate the joy of fatherhood and the incredible impact we have on our children’s lives.

06/14/2023

Creating an estate plan can help protect your wealth. Learn about tax-efficient strategies for estate planning and explore more video insights from Morgan Stanley here: https://mgstn.ly/42MU41s

06/06/2023

Learn how you can use tax-efficient strategies to gift to family members and help preserve your family's wealth for the long term. Click play for video insights from Morgan Stanley and learn more here: https://mgstn.ly/3NeSGzv

05/30/2023

Estate planning can be an emotionally and financially complex task, but a well-informed plan can make a big difference for your loved ones. Learn more and explore other estate planning video insights from Morgan Stanley here: https://mgstn.ly/3oKUYwF

On Memorial Day, our nation reflects on how grateful we are for the brave men and women who made the ultimate sacrifice....
05/29/2023

On Memorial Day, our nation reflects on how grateful we are for the brave men and women who made the ultimate sacrifice. Thank you for your service.

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