REAL Exclusive Magazine

Jared Hermann Now CRD Certified.

Morgan Stanley announced that Jared W. Hermann, CRPC, CPRS, has earned the Corporate Retirement Director (CRD) designation.

Jared earned the CRD designation after advanced training and examination, focusing exclusively on the corporate retirement plan marketplace. The curriculum involves in-depth study of plan design, investment strategy, plan administration, fiduciary issues and other related retirement topics. In addition to completing the course work, Financial Advisors must have $50 million in retirement assets, five years’ industry experience and maintain a clean compliance record. Of Morgan Stanley’s more than 16,000 Financial Advisors, Jared is among only approximately 230 individuals who have qualified for this prestigious designation.

“Morgan Stanley is pleased to recognize Jared for his proven ability to help retirement plan sponsors manage their responsibilities in today’s complicated retirement environment,” said Patrick Rieck, Executive Director and National Retirement Distribution Manager for Morgan Stanley. “The Corporate Retirement Directors represent the backbone of our commitment to the retirement industry. We are confident that through their outstanding leadership, extensive training and commitment to excellence, Morgan Stanley will continue to lead the industry by providing our clients with the highest level of service possible.”

The CRD designation recognizes Financial Advisors who have dedicated their practice to helping corporate clients manage all aspects of their retirement plans. The services Corporate Retirement Directors offer include assistance with: plan evaluation and design, vendor selection, investment review, fee benchmarking and educating participants on topics critical to retirement security such as asset allocation and dollar cost averaging.

Hermann is a First Vice President and Corporate Retirement Director with Morgan Stanley Wealth Management. He has more than 14 years of experience in the financial services industry after he started his career in 2001 at Merrill Lynch where he specialized in wealth planning and asset protection strategies, longevity planning, corporate retirement plans and alternative investments. He joined Morgan Stanley in 2008 and is a partner of the Vita Vining Hermann and Denton Group.