在这个不断变化的世界,令人安心的to know that someone has the experience to help you navigate the way forward. While everyone’s goals and challenges are unique, certain themes do reoccur. Your Morgan Stanley Financial Advisor is a trusted partner who has tackled these same issues before and can help you set goals, develop a plan, and track your progress through all kinds of market conditions. Stay connected the way you like best—in person, by phone, or through a secure, digitally powered environment.
Morgan Stanley Client Experience
Today’s financial challenges may be complex, but you don’t have to face them alone. Chart a clear path to what’s possible with help from a Morgan Stanley Financial Advisor.
What to expect from a Morgan Stanley Financial Advisor
Our Financial Advisors’ experience, access to industry-leading resources, and a higher standard of excellence can help you achieve what’s important to you, whatever happens next.
Start with a Personalized Plan
Your Financial Advisor will listen to you—and then tailor a personalized plan for goals such as retirement, college, tax efficiency, generational wealth, and philanthropy.
Get a Customized Investment Strategy
We then support your plan with a customized investment strategy leveraging market intelligence from the Firm’s highly regarded team of analysts, strategists, and economists, as well as world-class solutions.
Stay Informed with Frequent Updates
We’ll keep you informed with frequent portfolio updates and market commentary, and you’ll be able to securely view your account 24/7 online and through our mobile app.
Enjoy Ongoing Contact and Access
Meet regularly with your Financial Advisor to talk about your portfolio, discuss evolving priorities, and address complex needs such as estate planning and liquidity events.
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.
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Let's navigate tomorrow together
The pandemic has inspired many people to rethink their goals and priorities—but you don’t have to go it alone. Learn how a Morgan Stanley Financial Advisor can help guide you to the future you imagine and beyond.
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Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. This material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Past performance is not necessarily a guide to future performance.
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