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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.