Daniel Brecher
Morgan Stanley

Tel: 858-456-4917
1111 Prospect Street
La Jolla, California  92037
Daniel Brecher - Morgan Stanley | Financial Advisor in La Jolla,California

About Daniel Brecher - Morgan Stanley

At Morgan Stanley, my approach to conducting business with my clients is based on our time-tested process of comprehensive asset and liability management. With access to all of Morgan Stanleys vast capabilities and resources, I am able to offer my clients financial counsel in nearly every area of their personal and corporate investment needs. As our relationship builds over time, we will be able to anticipate your changing circumstances and help advise you on appropriate wealth management strategies. My three main focus areas are: Wealth Management, which caters to all financial aspects of High Net Worth Individuals and Family Offices; Executive Financial Services, which provides Retirement Plans, Stock and Option Plans, Investment Banking, and Cash Management for both Public and Private corporations; and Charitable Planning Services, which provides wide-ranging Investment Advice, Financial Planning and Asset Management for Non-Profit Organizations, Foundations and other Charities.

General Information

Year Established:   1935
Services:   Wealth Planning, Private Wealth Management, Institutional Investment

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