MARIA ROSS
Morgan Stanley
As a Certified Exit Planning Advisor (CEPA®), Maria Ross 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=Maria Ross - - Morgan Stanley - New York, New York, city=New York, display_country=United States, hs_object_source_detail_1=Find A CEPA (February 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=maria-ross, lname=Ross, hs_object_source_id=enrollmentId:1555434351220;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20February%202025/Ross-Maria-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-FEBRUARY.pdf, hs_createdate=1741359565094, cohortium_profile_title=Maria Ross | Financial Advisor at Morgan Stanley | CEPA Connect Member, state=New York, id=24895799736, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Maria Ross, email=maria.ross@morganstanley.com, cohortium_meta_description=Connect with Maria Ross, a specialized Financial Advisor working with Morgan Stanley based in New York., associated_contact_record_id=23476851, website=www.ms.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20February%202025/8865_Ross_CEPA-Certificate-2025-February.pdf, pending_profile_information={"valuesForReview":{"profile_url":{},"name":"Maria","lname":"Ross","email":"maria.ross@morganstanley.com","state":"New York","phone":"2126922881","postal_code":"10055","website":"www.ms.com","designations__text_":"","display_country":"United States","profile_description":"
- Advisor Type: Financial Advisor
- Website:
https://www.ms.com - Phone: 2126922881
- City: New York
- State: New York
- Postal Code: 10055
- Country: United States
- Designations:
- Markets Served:
- Company Name: Morgan Stanley
