John Agnew

CFP®, CDFA®, CRPC®
Retirement, Investing, Insurance
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“John Agnew is a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED DIVORCE FINANCIAL ANALYST® & Chartered Retirement Planning Counselor®. He helps clients pursue their life goals through effective, comprehensive financial planning.”
Firm:

Morgan Stanley Wealth Management

Job Title:

Financial Advisor

Biography:

John Agnew is a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED DIVORCE FINANCIAL ANALYST® professional, and holds the Chartered Retirement Planning Counselor℠ designation. 

John provides a comprehensive, wealth planning approach to diverse clients from affluent families, business owners, divorcees and retirees, to non-profits. He works with a select group of clients who he gets to know extremely well, including many with complex financial situations arising from divorce or other major life changes.

John advises on custom defined benefit pension plans, 401(k) profit-sharing plans and life insurance. He provides tailored advice on investment strategy, portfolio construction and asset allocation, as well as long-term care, risk mitigation, Social Security, college savings and retirement income.

In 1991, John graduated from the University of California, Los Angeles (UCLA) with a degree in Economics and Business with Latin, departmental and college honors. Prior to joining Merrill Lynch Global Wealth and Investment Management in 2014, he served as CFO for a U.S. manufacturing company for over a decade, and founded, operated and sold a profitable marketing services company prior to that.

John is active in the community as an advisory board member for Safe Place For Youth (S.P.Y.), and as Board President for a historic Beaux-Arts building in downtown Los Angeles. John is the 2017 President-Elect of the Financial Planning Association of Los Angeles, where he supports the organization's values of competence, integrity, relationships and stewardship.

Education:

BA, Economics / Business, UCLA

Fee Structure:

Fee-based

CRD Number:

6383962

Insurance License:

#0K10537

Disclaimer:

Disclaimers: 

© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates. CA Insurance licenses #0K1053).


The use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field. 


The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.


NMLS#: 1310775

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