Eric Lee
Individual Investor Group Client

the ClientOne commitment
In 2003, Morgan Stanley's Individual Investor Group launched new initiatives to enhance the client experience at Morgan Stanley and sharpen our focus on clients. One of the most significant was ClientOne. Centered on the needs of our affluent and high net worth clients, ClientOne gives Morgan Stanley financial advisors a consistent approach to understanding each client's goals; identifying their options; recommending a strategy; and accessing all of Morgan Stanley's resources to carry it out. ClientOne confirms our advisors' ongoing commitment to each client.