Paul Buckley - Morgan Stanley Financial Advisor - Duluth, MN
Morgan Stanley
Paul Buckley
Vice President, Wealth Management
Financial Advisor
11 East Superior Street
Suite 580
Duluth, MN 55802
tel: (218) 720-0129
toll-free: (800) 238-5884 
fax: (218) 723-1185
Email Me
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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
  • 401k 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
    Resident 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 Investing & Market Insights for the June On the Markets from the Global Investment Committee featuring

    • "Is Sell in May Still in Play?" In each of the past three years, May has been a cruel month for equity investors. This year, it was the safe-haven assets such as global bonds that sold off. Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the Global Investment Committee, discusses the implications.

    • "Technology: Where the Cash Is" Tech companies are awash in cash, and the sector as a whole holds about a third of the $1.5 trillion now sitting on the balance sheets of nonfinancial companies. That’s attractive to some investors, but large amounts of cash do not necessarily imply an attractive investment opportunity.

    • "High Yield Bonds: More Downside Risk Than Upside Potential" The high yield market has defied expectations this year and has done so well that, in our view, these bonds have an unattractive risk/reward ratio.

    Plus, look for more on economics, investment grade bonds and alternative investments.

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Paul Buckley is licensed in the following state(s): AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MN, MS, MT, NC, ND, NJ, OK, PA, SC, SD, TX, WA, WI

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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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Monday Morning Musings

On the Markets

Seven Strategies for Investing During Volatile Markets
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