The Stanfield McCarthy Group at Morgan Stanley

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The Stanfield McCarthy Group


Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisors, we have experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Services Include

  • Financial Planning
  • Asset Management
  • Estate Planning Strategies
  • Retirement Planning
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Life Insurance
  • Municipal Bonds
  • 401(k) Rollovers
  • Certificates of Deposit
  • Lending Products

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Client Service Model

The Stanfield McCarthy Group Standard level of Client Care

In a world of automation and declining personal interaction, our years of experience have taught us an irreplaceable wealth of knowledge.   Throughout various market cycles and the life stages of clients, we’ve determined how critical a standard level of care is when it comes to the services we provide. 

Our Clients are entitled to a Financial Plan

We believe in having clear goals for your retirement, education, and current financial needs for the accumulation and distribution phases of our clients’ lives.   These cornerstones are what directs your investments.


We will not invest in anything without merit: ASSET MANAGEMENT

We believe in a proactive disciplined approach to investing.  This approach is coupled with the overall goals for your financial lifestyle in order to do all we can to help make your hard earned assets work as effectively as possible in an effort to get you the desired outcomes you lay out.


We will provide regular communications

Communication allows for our trust to develop.  We believe that trust is an important factor in our relationship.  We will communicate on a quarterly basis as well as with changes in your financial lifestyle.


LENDING & CASH MANAGEMENT solutions are part of the plan…

We offer lending and cash management solutions to help provide liquidity as needed. 


We believe in reviewing Social Security benefit statements together as a piece of your overall financial plan.



Knowing your intentions for your wealth allows us to build a plan that can help accomplish your legacy as efficiently as possible.

Details on each of the standards are listed in the document below:
The Stanfield McCarthy Group Standard Level of Client Care.pdf



  • 2153 Valleygate Dr Suite 201
  • Fayettevlle, NC 28304



    Our team has over 70 years of combined experience in which we have provided financial solutions for families and businesses that have helped preserve and grow wealth.  We offer clients a breadth of talent with a credentialed and dedicated team of professionals.  We are known in our community for providing objective consulting and strategic solutions in the following areas:

    -Financial Planning
    -Portfolio Management
    -Estate and Retirement Planning Strategies
    -Family Wealth Planning
    -Business succession Planning

    Meet The Stanfield McCarthy Group


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact The Stanfield McCarthy Group today.

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