Allison Lintell - Morgan Stanley Financial Advisor - Palm Desert, CA
Morgan Stanley
Allison Lintell, CRPC
Vice President
Financial Advisor
74199 El Paseo, Suite 201
Palm Desert, CA 92260
tel: (760) 779-8452
toll-free: (800) 927-9421 
fax: (760) 776-6250

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

  • Palm Springs Chamber of Commerce
  • Alpha Phi Alumni
  • 401(k) Rollovers
  • Annuities
  • Business Succession Planning
  • Corporate Cash Management
  • Fixed Income
  • Life Insurance
  • Municipal Bonds
  • Retirement Planning
  • Structured Products
  • Corporate Pension Funds
  • Professional Portfolio Management
  • Executive Financial Services
Education and Licensing
  • Arizona State University
Business Experience
  • 14: Financial Services Industry

Bulletin Board
  • Please call or email me for a complimentary portfolio review.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Allison Lintell holds the following registrations:
Securities Agent: CA, FL, IL, MO, NM, NV, NY; General Securities Representative; Investment Advisor Representative

NMLS#: 637249

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures
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