Welcome to the Connected Client Journey

Explore how Morgan Stanley Wealth Management’s category-redefining ecosystem of solutions empowers clients along each stage of wealth creation.

Meet Sasha

Since E*TRADE and Morgan Stanley joined forces, self-directed traders like Sasha have access to Morgan Stanley research and solutions. As Sasha’s life grows more complex, a Virtual Financial Advisor meets him where he is on his journey. Morgan Stanley Virtual Advisor makes advice accessible via a goals-based planning approach and customized portfolios, supported by the firm’s deep advisory experience.

Source: Morgan Stanley

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