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Foundation for Financial Planning Showcases How Morgan Stanley Wealth Management Mobilized Hundreds of Advisors for Pro Bono Service
New “Pro Bono in Practice” case study explores how the world’s largest wealth manager built one of the industry’s largest advisor engagement initiatives for pro bono financial planningWashington, D.C., June 03, 2026 (GLOBE NEWSWIRE) -- Foundation for Financial Planning (FFP), the nation’s leading 501(c)(3) nonprofit dedicated to expanding access to pro bono financial planning for people in crisis or need, today announced the release of a new Pro Bono in Practice firm case study featuring Morgan
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New “Pro Bono in Practice” case study explores how the world’s largest wealth manager built one of the industry’s largest advisor engagement initiatives for pro bono financial planning Washington, D.C., June 03, 2026 (GLOBE NEWSWIRE) -- Foundation for Financial Planning (FFP), the nation’s leading 501(c)(3) nonprofit dedicated to expanding access to pro bono financial planning for people in crisis or need, today announced the release of a new Pro Bono in Practice firm case study featuring Morgan Stanley Wealth Management—the first in the series to spotlight how the largest wealth manager in the world is engaging its advisors in pro bono service at scale. The case study provides a behind-the-scenes look at how Morgan Stanley Wealth Management is embedding pro bono financial planning into its culture, equipping its CFP® professionals with the tools, structure, and support needed to deliver personalized financial guidance to underserved individuals and families. Key insights illustrate how the firm connects pro bono service to its broader mission, integrates volunteerism into advisor engagement, and creates clear pathways for participation across its national footprint. “Morgan Stanley Wealth Management’s leadership demonstrates what’s possible when a firm of this scale makes pro bono a priority,” said Jon Dauphiné, CEO of the Foundation for Financial Planning. “This case study shows that pro bono financial planning can be thoughtfully integrated into even the largest organizations—benefiting communities in need while strengthening advisor engagement, development, and purpose.” Morgan Stanley Wealth Management’s approach blends year-round opportunities with focused initiatives like its annual Global Volunteer Month, which mobilizes employees worldwide to give back. Through its partnership with FFP, the firm connects CFP® professionals to vetted volunteer opportunities via ProBonoPlannerMatch.Org and provides training and resources to support high-quality pro bono engagements. At the time of publication, Morgan Stanley has one of the largest concentrations of CFP® professionals participating on the platform, with over 320 advisors registered. “Financial planning brings purpose to a portfolio—it makes money human,” said Anthea Tjuanakis Cox, Head of Financial Planning at Morgan Stanley Wealth Management. “Feeling confident about the financial decisions you’re ...