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Ben Rast, CFP®, CPWA®

Ben Rast, CFP®, CPWA®

Load Research Analyst

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  • Timeline

  • About me

    Senior Vice President - Family Wealth Director - Wealth Advisor - The Rast McFadden Wealth Management Group at Morgan Stanley

  • Education

    • The Wharton School

      2007 -
      Certified Investment Management Analyst Program

    • University of South Carolina

      1975 - 1979
      Bachelor of Arts - BA English Literature with a Cognate in Classics

    • Yale School of Management

      2019 - 2020
      Wealth Management Theory & Practice

    • University of South Carolina

      1975 - 1979
      Bachelor of Science - BS Marine Science

    • The Wharton School

      2024 -
      Corporate Governance: Maximize Your Effectiveness in the Boardroom

    • University of South Carolina Darla Moore School of Business

      -
      Master of Business Administration - MBA Finance and International Business

  • Experience

    • SCANA Corporation

      Jan 1981 - Jan 1986
      Load Research Analyst

    • INVEST Financial Corporation

      Jan 1986 - Jan 1989
      Invest Manager

    • Prudential Securities

      Jan 1989 - Jan 1994
      Vice President

    • Morgan Stanley

      Jun 1994 - now
      Senior Vice President, Wealth Advisor, Family Wealth Director

      © 2024 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.htmlFor more information on the designation(s) listed, go to https://advisor.morganstanley.com/the-rast-mcfadden-wealth-management-groupMorgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee. Show less

    • Liberty Fund

      Jan 2013 - now
      Board Member

  • Licenses & Certifications

    • Certified Investment Management Analyst℠ (CIMA®)

      Investments & Wealth Institute
      Jan 2008

    • Certified Private Wealth Advisor℠ (CPWA®)

      Investments & Wealth Institute
      Oct 2020

    • Certified Financial Planner™ (CFP®)

      CFP Board
      Nov 1994

  • Honors & Awards

    • Awarded to Ben Rast, CFP®, CPWA®
      2023 Forbes Best-In-State Wealth Management Teams - Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Ben Rast, CFP®, CPWA®
      2024 Forbes Best-In-State Wealth Management Teams - Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html
    • Awarded to Ben Rast, CFP®, CPWA®
      2025 Forbes Best-In-State Wealth Management Teams - The Rast McFadden Wealth Management Group at Morgan Stanley2025 Forbes Best-In-State Wealth Management TeamsSource: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/