West Hartford CT Community Notes


Wednesday, July 25, 2012

Resident now a Certified Private Wealth Advisor

Springfield, MA, April 20, 2012– Morgan Stanley Smith Barney today announced that Mr. Patrick J. Willcutts, a Vice President, Financial Advisor, Certified Financial Planner practitioner and Certified Investment Management Analyst professional in the firm's Wealth Management  office in Springfield, Massachusetts has earned the Certified Private Wealth AdvisorSM designation.

The CPWA designation, delivered by Investment Management Consultants Association (IMCA), is an advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.
Patrick J. Willcutts, who has been with Morgan Stanley Smith Barney since 2008, is a native of West Springfield, Massachusetts. He holds a bachelor's degree from Syracuse University. Patrick currently lives in West Suffield and West Hartford, Connecticut with his family.

The CPWA marks identify those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection,  executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning. CPWA licensees must also agree to meet ongoing continuing education requirements, uphold IMCA's Code of Professional  Responsibility, and adhere to the Rules and Guidelines for the use of the Marks.

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