Paul Buckley - Morgan Stanley Financial Advisor - Duluth, MN
Morgan Stanley
Paul Buckley
First Vice President
Financial Advisor
11 East Superior Street
Suite 580
Duluth, MN 55802
tel: (218) 720-0129
toll-free: (800) 238-5884 
fax: (218) 723-1185

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.

Associations
  • Superior - Douglas County Chamber of Commerce
  • Duluth Greater Downtown Council
  • Duluth Yacht Club
Services
  • Asset Management
  • 401(k) Rollovers
  • Retirement Planning
  • Corporate Retirement Plans
  • Annuities
  • Fixed Income
  • Municipal Bonds
  • Professional Portfolio Management
  • Education Planning
Education and Licensing
  • B.S. - Accounting
    University of Wisconsin - Superior
    Superior, WI
  • Series 7 - General Securities
  • Series 63 - State Registration
  • Series 65 - Investment Advisor
  • Series 8 - Sales Supervisor
  • Series 3 - Commodities
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • 1986 - Present: Morgan Stanley*

    First Vice President
    Branch Manager
    Duluth, MN
  • 1978 - 1985: Guthrie - Hubner, Inc.

    Vessel Agency
    Duluth, MN

Bulletin Board
  • Access your accounts by clicking on Log In To Your Portfolio. While you are there, enroll in E-Delivery and help save some trees!

  • See December On the Markets from the Global Investment Committee featuring

    “Anticipating Change”  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., introduces the important shifts in economics, markets and interest rates that inform Morgan Stanley & Co.’s 2019 economic and investment outlooks.

    “A Preference for Vaule and Non-US Exposure”  Morgan Stanley’s equity strategists explain why they think value stocks will fare better than growth stocks in the coming year, and why international stocks—in the emerging markets—will be more rewarding than US stocks in 2019.

    “Happy Beginnings”  The municipal bond market is copacetic now, notes Michael Zezas, who writes about muni strategy for MS & Co. Later in the year, it may become a little more challenging.

    • Plus, look for more on equities, fixed income, commodities and a Q&A with David Herro, a veteran international equity manager at Harris Associates.

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

Paul Buckley holds the following registrations:
BM/Supervisor; Securities Agent: AZ, CA, CO, FL, GA, ID, IL, IN, KS, MA, ME, MI, MN, MS, MT, NC, ND, NJ, NM, NY, OH, OK, SC, SD, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1279279

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: http://www.morganstanley.com/disclaimers/mssbemail.html. 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
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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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