Advice for Families and Individuals

You’re not like anyone else. You need a Financial Advisor who understands your situation and your goals. We offer a range of specialists who can give you the advice, guidance and support you need.

Explore our Specialized Advice

Private Wealth Management
Private Wealth Management to help you manage every facet of your wealth and legacy.
Morgan Stanley Family Office
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
Global Sports & Entertainment
Dedicated Global Sports & Entertainment Team to serve the unique and complex needs of professional athletes and artists.
International Wealth Management
Service and solutions for investors located outside the U.S.
Art Resources Team
Art Resources Team to help address the unique considerations and implications of art as an asset class.
Women Without Limits
Creating broader possibilities for women in their careers, their wealth planning and their communities.
Business Owners
Advice and assistance with business growth, transition and succession strategies for privately held companies.
Next Generation
Tailored advice to help younger generations navigate the emotions, challenges and opportunities of new wealth.

Find a Financial Advisor who fits your needs

No matter what you want to accomplish, our Financial Advisors work with you to provide ongoing, comprehensive planning and investment advice to help put you in a position to succeed.

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

Wealth Management Built Around You

Products and Planning
Solutions for your cash, your investments and your future.
Online Access and Digital Tools
We make it easy to manage your money from anywhere.
Corporate and Institutional Solutions
Sophisticated support for employers and fiduciaries.