Wealth Management

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.

Find a Financial Advisor.

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.

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

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.

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.

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.

Choose the Investment Approach That’s Right for You

From investing on your own to comprehensive financial planning, we offer a range of solutions to meet your needs.

    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 Trading1


    Account Minimum1

    Automated investment management

    Work toward your investment goals with automated help managing your money with E*TRADE

    For a limited time, pay no advisory fee for 3 months2


    Minimum Investment2

    Phone in for advice when you need it

    Get assistance from a team of highly skilled Financial Advisors

    A dedicated Financial Advisor

    Collaborate with a dedicated Financial Advisor for ongoing, comprehensive planning and management