Morgan Stanley Virtual Advisor

Manage your finances in partnership with a collaborative team of Financial Advisors.

 

Ready to get started? Call 1-888-454-0555

The Virtual Advisor Difference

We aim to make the advice, support and solutions of Morgan Stanley
more accessible to help you achieve your financial goals.

Tailored Solutions and Personal Guidance

Create and implement personalized wealth plans and schedule performance reviews throughout the year, to adapt your strategy in a way that can best reach your goals.

Team of Financial Advisors

Receive timely customized advice from a highly skilled and collaborative team of Financial Advisors licensed in all 50 states and U.S. territories.

Convenient Access

Manage everyday finances and explore the latest news and market research 24/7 on Morgan Stanley Online or the Morgan Stanley Mobile App.

Working With Us

When you work with the Virtual Advisor team you'll establish a strong financial foundation, prepare for retirement and address your
other financial goals.

Discover

Start with a conversation to gain a thorough understanding of your needs, lifestyle and family—and your goals for the future.

Advise

We work with you to develop portfolio strategies to help you achieve and protect the outcomes you envision.

Implement

Look across multiple accounts and products to help you implement solutions that are an appropriate fit for your strategy.

Track Progress

We help you periodically track your progress and make adjustments as necessary.

The Global Investment Committee

Morgan Stanley Virtual Advisor is backed by over 80 years of experience and insights. At the center of this intellectual capital is the Global Investment Committee, Morgan Stanley's committee of senior economic and investment experts who provide analysis and tactical suggestions to help maximize client success. 

Ready to get started? Call 1-888-454-0555

We are available Monday through Friday from 8:00 a.m. through 7:30 p.m. ET