Financial Advisors

You don't have to go it alone. A Morgan Stanley Financial Advisor can help you decide where you want to go — and design a plan to help you get there.
Supporting Your Goals

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

Advice to Help You Plan Confidently

Whatever your lifestyle or family needs as a client, your Morgan Stanley Financial Advisor can help provide the sensible advice and resources to help you make informed decisions.

Wealth Management
Set Goals. Develop a Plan. Track Your Progress.
Education. Retirement. Legacy. Whatever you want to accomplish, your Morgan Stanley Financial Advisor can help you design a plan to achieve it.
Wealth Management
Delivering on Our Promises
You can feel positive about working with us. The way we serve our clients has earned recognition and multiple accolades.*
Wealth Management
What to expect from a Morgan Stanley Financial Advisor
Our Financial Advisors’ experience, access to industry-leading resources, and a higher standard of excellence can help you achieve what’s important to you.

Specialized Advice for Distinct Needs

Do you have a more complex situation that needs custom solutions? We offer targeted experience for institutions, families and individuals with significant wealth, sports and entertainment professionals, and business professionals living outside the U.S.

Find a Financial Advisor who fits your needs

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

Explore Another Investment Approach

  • E*TRADE FROM MORGAN STANLEY
    Invest or trade on your own

    Build your portfolio with access to easy-to-use tools, resources and help whenever you need it

    Commission Free Trading

    $0

    Account Minimum1

  • VIRTUAL ADVISOR
    Phone in for advice when you need it

    Partner with Financial Advisors, by phone, to help you plan and prepare for key life stages and events