Morgan Stanley Client Experience®

Your financial Journey is personal, and so is the Morgan Stanley Client Experience®. Our Financial Advisors bring tried and tested experience to all that they do with a commitment to client service and excellence acting in clients' best interests to help meet key life goals.
A Plan for Today, Tomorrow, and Beyond

The Morgan Stanley Client Experience® means we listen more than we talk, to understand who you are as a person as well as an investor, so we can deliver insights, and a personalized plan to help you reach your financial goals. Discover how the Morgan Stanley Client Experience can work for you.

Building a Future, Creating your Legacy

Discover how we can help you work toward your goals as they evolve through the years or generations to come. Learn how a Morgan Stanley Financial Advisor can help guide you to the future you imagine and beyond.

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The Morgan Stanley Client Experience®

A Morgan Stanley Financial Advisor is a trained professional with access to best-in-class resources from across the firm to help you navigate a path forward, through all market cycles. Watch to learn more about what you can expect from a Morgan Stanley Financial Advisor.

Source: Morgan Stanley

In a world where life events and financial challenges seem to be growing ever more complex, it's reassuring to know that you don't have to face them alone.  A Morgan Stanley Financial Advisor is a trained professional with the resources and experience to help you navigate a path forward through whatever the market has in store. We know that everyone's goals are unique...and that recent events have inspired many to rethink their priorities. 

Whatever your goals, time horizon or market conditions,a Morgan Stanley Financial Advisor is someone who has tackled many of these issues before and can help guide you in most aspects of your portfolio…through what we call the Morgan Stanley Client Experience. So, what is the Morgan Stanley Client Experience? Simply put, it's what you can expect to receive when you work with a Morgan Stanley Financial Advisor.

 It starts with a Personalized Plan, Followed by a customized investment strategy. Your Morgan Stanley Financial Advisor can keep you informed with regular updates and opportunities to discuss your evolving priorities and goals.

 Your Financial Advisor will get to know you and what's most important to you for today and tomorrow. Then, they can tailor a personalized plan for you—including goals like retirement, college, tax efficiency, philanthropy, managing generational wealth, selling a business and more. Leveraging the Firm’s over 85years of experience, our thousands of Financial Advisors proudly serve households in communities all across the country.

Next, we can implement your plan with a customized investment strategy to help you achieve your unique goals. Your Financial Advisor has access to market intelligence from the Firm’s highly regarded team of analysts, strategists, and economists…as well as a full spectrum of comprehensive resources -- many which are exclusive to Morgan Stanley. 

Of course, your Financial Advisor can keep you informed with periodic portfolio updates and market commentary, and you'll be able to track your investment accounts 24/7...online and through the Morgan Stanley mobile app.

Finally, you’ll have an opportunity to meet regularly with your Financial Advisor to talk about important life changes, review your portfolio, discuss evolving goals and priorities, and address complex needs such as estate planning and liquidity events, if needed.

It's all available to you the way you like best...in person at a local Morgan Stanley branch, by phone, or through a digitally powered environment. 

To learn more about the Morgan Stanley Client Experience and how we can help you chart a clear path to what's possible, contact your Morgan Stanley Financial Advisor or find a Financial Advisor near you today. Visit morganstanley.com/clientexperience

Personalized Advice to Help You Plan Confidently

Whatever your lifestyle or family needs as a client, your Morgan Stanley Financial Advisor can provide insightful advice and resources to help you turn your aspirations into reality.