Managing your finances is about more than managing your investments. Your Financial Advisor can support you in many aspects of your financial life – including budgeting, cash management, retirement planning and other financial goals.
Financial Advisors
Get where you want to go. Morgan Stanley Financial Advisors are committed to providing advice to help you achieve your financial goals.
Customized Solutions for You
No matter what you want to accomplish, our Financial Advisors partner with you to provide ongoing, comprehensive planning and investment advice to help you succeed.
Check the background of our firm and investment professionals on FINRA's BrokerCheck.
Questions to Ask When Choosing A Financial Advisor
-
01How will this Financial Advisor treat you as a client?
When choosing a Financial Advisor, ask if they have special experience or certifications that apply to your financial or personal situations. For example, a Financial Advisor may specialize in helping clients transition to retirement or navigate divorce. The right Financial Advisor will listen and prioritize what matters to you.
-
02Does this Financial Advisor understand you and your family?
Your Financial Advisor should seek to understand not only your finances, but also your goals, family needs and other matters that are important to you. Aim to find a Financial Advisor whom you genuinely like and trust, who will take the time to get to know you and your loved ones as you pursue your financial goals.
-
03Does this Financial Advisor have the experience you need?
Whether you want to save for a child’s education, plan for a major purchase or prepare for retirement, a Financial Advisor should seek to help you navigate life’s most important financial decisions. Morgan Stanley’s Financial Advisors have experience doing just that and can help you develop a plan for each stage of life.
Advice to Help You Plan Confidently
Whatever your lifestyle or family needs as a client, your Morgan Stanley Financial Advisor can provide the sensible advice and resources to help you make informed decisions.
Partner with a dedicated Financial Advisor for ongoing, comprehensive planning, everyday financial and liquidity management, and investment advice.
Get advice and manage your financial plan and portfolio with help from a team of highly skilled Financial Advisors.
Work toward a goal with a diversified, online portfolio and the ability to invest in themes you choose.
Check the background of our firm and investment professionals on FINRA's BrokerCheck.
NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL COUNTRIES OR JURISDICTIONS
The information and materials on this website are for informational purposes only. It is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who read it. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. The materials may contain forward-looking statements and there can be no guarantee that they will come to pass. Past performance is not a guarantee of future performance.
Asset allocation and diversification do not guarantee a profit or protect against loss in a declining financial market.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. Morgan Stanley is not responsible for the information contained on any third party web site or your use of or inability to use such site, nor do we guarantee its accuracy or completeness. The terms, conditions, and privacy policy of any third party web site may be different from those applicable to your use of any Morgan Stanley web site. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts and estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2020 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.
CRC 3292180 10/2020