As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Providing personalized strategies that align with each client's goals, offering proactive and comprehensive solutions. Through integrity, transparency, and continuous education, we empower our clients to achieve financial security and realize their dreams.
General Information |
| Insurance License#: | 2917326 |
| Name of Broker/Dealer: | MORGAN STANLEY |
| States Licensed in: | GA |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers |
Services |
| Investment Types: | Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Insurance, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | HMO, Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity, Accident, Casualty, Property, Health |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1892495/wiseradvisor-morgan-stanley-detailed-disclosure.html |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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