Fetterman Wealth Management Group at Morgan Stanley

Wealth Management

With 30+ years of industry experience, clients have come to rely on Fetterman Wealth Management Group at Morgan Stanley. Financial Advisors Sean Fetterman, Adam Fetterman, David Raphan and Brandon Fetterman have helped make the critical decisions needed to meet clients’ financial goals by providing comprehensive wealth-management strategies.

“We know that our clients work hard for their money, and we take pride in not only helping them preserve their principal, but we work diligently to help them realize appreciation of their portfolio assets,” says Sean, Financial Advisor and Senior Portfolio Manager. “We want our clients to be assured that they have a team of dedicated financial professionals watching over their investments. We offer personalized investment management to our clients and help them maintain the discipline needed to guide them through the challenges that derail so many from achieving their financial goals.”

“It’s easy to look smart when markets go up, but our clients know they can rely on us to give them sound and professional investment advice regardless of market direction. Investor behavior is not always rational, so our team brings discipline to ensure our clients do not make poorly timed decisions based on emotions,” says Adam, Financial Advisor and Senior Portfolio Manager.

Sean and Adam are nationally recognized, seasoned advisors having both been named to Barron’s Top 1,200 Financial Advisors in the U.S. (2014-2020 & 2023 for Sean and 2014-2019 for Adam) and Forbes Best-in-State Wealth Advisors for 2023. Sean also has been named a Financial Times Top 400 Financial Advisor for 2016, 2017, 2019 & 2020 and recently featured in Forbes 2023 America’s Top Wealth Advisors.

Sean also is a big believer in giving back to the community through his work with JAFCO as well as his support of the Friends of the Israel Defense Forces and the U of M’s athletic department.

Fetterman Wealth Management Group at Morgan Stanley, 1801 N. Military Trail, Ste. 300, Boca Raton, 561-620-5071, advisor.morganstanley.com/fetterman

The Fetterman Wealth Management Group at Morgan Stanley has engaged The Boca Raton Observer to feature this content.

The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors

Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

2014, 2015, 2016, 2017, 2018, 2019, 2020, 2023 Barron’s Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron’s Top 1,000 Financial Advisors: State-by-State)

Source: Barrons.com (2014, 2015, 2016, 2017, 2018, 2019, 2020, 2023). Data compiled by Barron’s based on 12-month period concluding in

Sept of the year prior to the issuance of the award.

2016, 2017, 2019, 2020 Financial Times 400 Top Financial Advisors

Source: ft.com. Data compiled by the Financial Times based the following time periods: Awarded 2020; data  6/30/16 - 6/30/19. Awarded 2019; data  6/30/15 - 6/30/18. Awarded 2017; data  9/30/14 - 9/30/16. Awarded 2016; data 9/30/13 - 9/30/15.

For more information on award methodology and criteria: https://www.morganstanley.com/disclosures/awards-disclosure.html

Morgan Stanley Smith Barney LLC. Member SIPC.

CRC 5862645 8/23

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