ANNMARIE BILGER
Morgan Stanley
As a Certified Exit Planning Advisor (CEPA®), Annmarie Bilger is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Annmarie Bilger - - Morgan Stanley - Washington, District of Columbia, city=Washington, display_country=United States, hs_object_source_detail_1=Find a CEPA (October 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=annmarie-bilger, lname=Bilger, hs_object_source_id=enrollmentId:2039371796523;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20OCTOBER%202025/BILGER-ANNMARIE-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-OCTOBER-2025.pdf, hs_createdate=1761915850937, cohortium_profile_title=Annmarie Bilger | Financial Advisor at Morgan Stanley | CEPA Connect Member, state=District of Columbia, id=38803437693, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Annmarie Bilger, email=annmarie.m.bilger@morganstanley.com, cohortium_meta_description=Connect with Annmarie Bilger, a specialized Financial Advisor working with Morgan Stanley based in District of Columbia., associated_contact_record_id=143049530411, website=morganstanley.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20OCTOBER%202025/10310_Bilger_CEPA-Certificate-2025-October.pdf, is_editable=editable, url_slug_2=annmarie-bilger, impersonate_user_url=https://exit-planning-institute.org/member-detail/annmarie-bilger?impersonation=true, full_name=Annmarie Bilger, hs_lastmodifieddate=1764932334145, phone=+1 202-862-9117, company_name=Morgan Stanley, name=Annmarie, hs_object_id=38803437693, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=20006, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://morganstanley.com - Phone: +1 202-862-9117
- City: Washington
- State: District of Columbia
- Postal Code: 20006
- Country: United States
- Designations:
- Markets Served:
- Company Name: Morgan Stanley
