Mary Fazio
Morgan Stanley
Atlanta, Georgia
Contact
How to contact
mary.fazio@morganstanley.com
Professional Profile
Call Me When
someone is selling a business, planning for retirement, or navigating divorce. I simplify complexity with 30 years of experience and CFP®, CDFA®, and CEPA® credentials.
Professions
Wealth Manager
Functional Expertise
Capital markets
Cash management
Charitable giving
Estate planning
Family business
Lending
Private equity
Exit/Transition Planning
Business Focus
Financial Planning & Investment Management
Professional Certification
CFP®, CPWA®, CDFA®, and CEPA®
Transition Planning Certification or Methodology
CEPA®
Client Industries
Consumer Services
Financial Services
Real Estate/Construction
Advisor Resource Relationships
EPI
Chapter information
Membership
Atlanta Individual
Member since
Member for 11 months
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