Chris Wagner - Morgan Stanley Financial Advisor - GREENSBORO, NC

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Chris Wagner
Financial Advisor
Branch: (336) 275-2881     Fax: (336) 275-9214
Mail: 300 N GREENE ST STE 1700 ,  GREENSBORO, NC 27401

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Financial Solutions

Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.

    Corporate and Business Solutions
    For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.
    • Business Cash Management and Lending
    • Profit Sharing and Money Purchase Plans
    • SEP, SIMPLE and SAR-SEP Plans
    Investments, Cash Management and Lending
    I offer an array of solutions for both your near-term priorities and long-term objectives.
    • Closed-End Funds
    • Equities
    • Fixed Income
    • Hedge Funds (for qualified investors)
    • IRAs
    • Managed Futures (for qualified investors)
    • 529 Plans
    • Private Equity (for qualified investors)
    Managed Accounts and Advisory Solutions
    With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
    • Financial Advisor- and Client-Directed Programs
    • Separately Managed Account Programs
    • Unified Managed Account Program
    • Financial Advisor-Directed Programs
    • Mutual Fund Advisory Program
    Personal Retirement Planning
    I can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.
    • IRA Rollovers
    • Roth Conversions
    Planning
    Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:
    • Education Planning
    • Estate Planning
    • Financial Planning and Financial Goal Analysis
    • Personal Trust
    • Retirement Planning
    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. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB 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. Any profiles and associated content are for U.S. residents only.

    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.


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