Morgan Stanley Financial Advisors Help You Go Further
Do Successful Investors Need a Financial Advisor?
You’ve done well managing your investments so far. Find out how financial advice can help you go further through any market condition.
Source: Morgan Stanley
You're no amateur when it comes to investing. You've done your research, and planned for your family's future. Now it's time to build on the success you've achieved, and reach toward higher goals. That's where Morgan Stanley's experienced Financial Advisors come in. Our work is backed by meticulous research and comprehensive analysis, which means you can be confident in how we manage your portfolio. We'll be there to help you navigate volatility without ever losing focus on long-term performance. Through your Advisor, you'll gain access to investment opportunities that are only available through a world-class firm of our size, along with intuitive tools and analytics to manage risk. You'll also have the advantage of a Financial Advisor who will answer your questions and is ready to listen to whatever it is you need. Are you looking for investment advice? Or are you also thinking about creating a plan for your financial future? What about aligning your investments with your core values by supporting social and environmental causes? Or improving your tax efficiencies? That's what we're here for. To hone in on what's important to you and create a personalized financial plan to lead you there. Giving you the chance to prepare for college, retirement, and other exciting milestones, while allowing you to live firmly in the present – even as the markets change around you. With a team that will be available on your schedule and on your terms: to deliver the Morgan Stanley client experience in person, over the phone, or through a secure, digital environment. Just like any great partnership, we won't be satisfied if you aren't. And resoundingly, our clients say they are. You've already started building the life your family deserves... Now it's time to partner with a seasoned professional who will help you go further.
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Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley Smith Barney LLC or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley Smith Barney LLC or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Past performance is not indicative of future results.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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