RIDGEWOOD--Morgan Stanley Smith Barney announces today Financial Advisor, Kevin W. Foord of the Firm’s Ridgewood, NJ office has been appointed as a Corporate Retirement Director (CRD).
Kevin W. Foord earned the CRD designation after advanced training and examination, focusing exclusively on the corporate retirement plan marketplace. The curriculum involves in-depth study of plan design, investment strategy, plan administration, fiduciary issues and other related retirement topics. In addition, Financial Advisors must have $40 million in retirement assets, five years industry experience and maintain a clean compliance record. Of Morgan Stanley Smith Barney’s 18,000 Financial Advisors, Foord is among only approximately 150 individuals who have qualified for this designation.
The CRD designation recognizes Financial Advisors who have dedicated their practice to helping corporate clients manage all aspects of their retirement plans. The services our Corporate Retirement Directors can offer include assistance with: plan evaluation and design, vendor selection, investment review, fee benchmarking and educating participants on critical topics to retirement security such as asset allocation and dollar cost averaging.
With approximately 30 years in the financial services industry, Foord joined Morgan Stanley Smith Barney in 2001 as a Financial Advisor. He earned a bachelor’s degree from Lycoming College in Williamsport, PA. Foord completed the requirements for the Chartered Retirement Plans Specialist and the CRPS designation. He is an American Heart Association Board Member, serves on the American Heart Associations NYS Advocacy Committee and is also a member of The Mended Hearts Program at Good Samaritan Hospital.
Morgan Stanley Smith Barney, LLC
www.morganstanley.com
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