Do-It-Yourself Investors: Why Choose a Morgan Stanley Financial Advisor


Your family turns to you for financial advice, for good reason. You’ve been saving for retirement and reaping the rewards of annual compounding since your first job right out of school. You keep your credit card debt low and keep an eye on interest rates. When it comes to choosing investments, you are educated and like to follow the market.

Then one day you look at all you’ve accomplished on your own and realize that if only life were as simple today as it was when you started investing. Your dreams and goals have grown with your wallet. You may have a business, a family, tuition, future weddings to pay for, not to mention the vacation home you dream of. You don’t want to miss a moment — or risk your retirement savings.

Using all the online resources and tools available to do your own investment research can leave you pressed for time and unsure of making the right investment choices. Is there a smarter way to look at things?

That’s when it hits you — there’s only one person standing up for your financial future: you. Imagine having someone so smart and determined, armed with more experience, the latest market insights, and sophisticated tools to help you achieve your goals?

For starters, we salute your success. Your Morgan Stanley Financial advisor and team will help you build on what you’ve accomplished and help you take action to achieve your goals.

In addition, our interests are aligned with yours. We have been transparent about our compensation from the start. Morgan Stanley’s financial advisors are generally compensated as a percentage of the assets we manage on your behalf. Certain transaction fees and other charges may apply depending on the activities we conduct for you in the marketplace. We work for you, towards your goals, helping you manage change, risk and volatility. Because if it never rained, you wouldn’t need an umbrella.

When you did everything yourself, you knew who you were dealing with. Count on your Morgan Stanley financial advisor – backed by the resources of a global firm – to meet and exceed the bar you set for meticulous research, comprehensive analysis and sound advice. You can feel more confident knowing that we are thinking (perhaps even before you) about how to prepare for volatility, always looking for long-term performance in line with your goals.

DO: 97% of affluent clients feel more confident in their decision-making when using a financial advisor (Phoenix Marketing, Wealth and Affluent Monitor Q3 2021).

Your Morgan Stanley financial advisor can provide you with a full range of investments that are not always available on stand-alone trading platforms. We help you ensure you have a balance of assets in your portfolio that works for you. Where appropriate, we do this by helping you spread your investments across different stocks, bonds and/or alternative investments to better manage risk. Thus, you are better prepared in bull and bear markets. Interested in the latest industry innovations? Support environmental and social causes? Your Morgan Stanley Financial advisor can help you identify the best performers of these types of investments based on your individual goals.

TOOLS: Your financial advisor has access to the latest investment research 24/7 and has tools to understand how market conditions might impact your portfolio.

Goals are personal, planning how to achieve them should be too. We are here to listen to you and build the relationship that makes sense to you. Some of our clients only want investment advice. Most receive personalized financial planning and consultations that evolve with you over time. Your life, your family dynamics and the market are changing. Whatever your needs, you’ll have an experienced professional to answer your questions clearly and without jargon.

KNOW HOW: Your Morgan Stanley Financial Advisor can create a comprehensive financial plan based on your goals that is pressure tested to withstand a variety of market conditions and unforeseen circumstances.

  • Advice on retirement, education, inheritance planning and more.
  • Tax management strategies to help you keep more of what you’ve earned, from tax-efficient investment, withdrawal and deferral strategies to harvesting tax losses (or gains).
  • An “open” investment platform so that your financial advisor can offer you investment solutions, even if it is not Morgan Stanley’s.
  • A state-of-the-art risk management system that visually shows your financial advisor where the risks are in your portfolio.

We are there when and where you need us. Your Morgan Stanley financial advisor is available to meet with you in person, by video and by phone, on your schedule. It’s about what’s most convenient for you.

We hear it over and over again from customers. Simply put, we listen. We don’t end your sentences. We don’t claim to know your dreams and what keeps you up at night. Morgan Stanley Financial Advisors knows the numbers, but we also know the nuances. We know that customers are individuals with unique concerns and circumstances, and that we can’t be successful together if only one of us is listening.

FACTS: 97% of our clients say they are satisfied with the company and 98% are satisfied with the way their Morgan Stanley financial advisor handles questions and requests (Morgan Stanley Client Council Survey, Q2 2021).

We make it easy to find a Morgan Stanley financial advisor that’s right for you.

It’s time to invest in yourself and speak with a Morgan Stanley financial advisor.


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