Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Virginia > McLean > Ross S. Anderson, CFP®, CRPC®
Find the Certified Financial Planner™
Who's right for you.

Ross S. Anderson, CFP®, CRPC®

Morgan Stanley Wealth Management

1650 Tysons Blvd
Suite 1000
McLean, VA 22102
Phone: (703) 394-1998
Fax: (703) 356-6492

Toll-free: (800) 336-0156
 Web site

Print Profile

View Map

Get Directions

Save to Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Retirement
  • Startup
  • Succession Planning
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes

 

Foreign Languages
  • English

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor
Broker-Dealer Affiliation
Morgan Stanley Smith Barney

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.