Financial Advisors

Get where you want to go. Morgan Stanley Financial Advisors are committed to providing advice to help you achieve your financial goals.
Supporting Your Goals

Managing your finances is about more than managing your investments. Your Financial Advisor can support you in many aspects of your financial life – including budgeting, cash management, retirement planning and other financial goals.

Customized Solutions for You

No matter what you want to accomplish, our Financial Advisors partner with you to provide ongoing, comprehensive planning and investment advice to help you succeed.

Check the background of our firm and investment professionals on FINRA's BrokerCheck.

Questions to Ask When Choosing A Financial Advisor

  1. 01
    How will this Financial Advisor treat you as a client?

    When choosing a Financial Advisor, ask if they have special experience or certifications that apply to your financial or personal situations. For example, a Financial Advisor may specialize in helping clients transition to retirement or navigate divorce. The right Financial Advisor will listen and prioritize what matters to you.

  2. 02
    Does this Financial Advisor understand you and your family?

    Your Financial Advisor should seek to understand not only your finances, but also your goals, family needs and other matters that are important to you. Aim to find a Financial Advisor whom you genuinely like and trust, who will take the time to get to know you and your loved ones as you pursue your financial goals.

  3. 03
    Does this Financial Advisor have the experience you need?

    Whether you want to save for a child’s education, plan for a major purchase or prepare for retirement, a Financial Advisor should seek to help you navigate life’s most important financial decisions. Morgan Stanley’s Financial Advisors have experience doing just that and can help you develop a plan for each stage of life.

Specialized Advice for Distinct Needs

Our teams provide custom wealth management solutions for institutions, families and individuals with significant wealth, sports and entertainment professionals, and business professionals living outside the U.S.

Explore Our Wealth Management Services

We provide a range of solutions, including investment advice and financial planning, to help meet you where you are—no matter your starting point or preferred approach.
Partner with a dedicated Financial Advisor for ongoing, comprehensive planning, everyday financial and liquidity management, and investment advice.
Get advice and manage your financial plan and portfolio with help from a team of highly skilled Financial Advisors.
Work toward a goal with a diversified, online portfolio and the ability to invest in themes you choose.
Invest and trade how you want and where you want with $0 commission trades¹ and award-winning tools and resources from one of the pioneers of digital investing.