Dane M. Sexton - Morgan Stanley Financial Advisor - Grand Rapids, MI
Morgan Stanley
Dane M. Sexton
Vice President
Financial Advisor
5211 Cascade Rd SE
Grand Rapids, MI 49546
tel: (616) 974-2811
toll-free: (888) 769-9142 
fax: (616) 974-8950

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations
  • Western Michigan University Alumni Association
  • WMU Athletic Gary Fund Association
  • Grand Rapids Chamber of Commerce
  • West Michigan YMCA Girls Basketball Coach
  • Walker Charter Academy Volunteer
  • Mayflower Congregational Church Group Volunteer
  • Grand Rapids Realtors Association (GRAR)
  • Toys for Tots
Services
  • UGMA/UTMA
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Certificates of Deposit
  • Commodities
  • Corporate 529 Plans
  • Corporate Cash Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Corporate Trust Services
  • Corporations
  • Defined Contribution Plans
  • Education Planning
  • Endowments and Foundations
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Executive Benefit Services
  • Executive Financial Services
  • Family Consulting
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Futures
  • Institutional Services
  • Insurance Services
  • Access to Lending Services
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Precious Metals
  • Professional Portfolio Management
  • Qualified Plans
  • Qualified Retirement Plans
  • Retirement Planning
  • Socially Responsible Investing
  • Stock Option Plans
  • Stock Purchase Plans
  • Structured Products
  • Structured Settlement Annuities
  • Trust Services and Accounting
  • Wealth Management
Education and Licensing
  • Bachelor Finance
    Western Michigan University
  • classes towards MBA
    Boston University
  • MBA - Economics
    University of Phoenix
  • Series 7 License
  • Series 66 License
  • Passed all pre-course work for CFP
  • Real Estate Brokers License
  • Life & Health Insurance License
Honors and Recognition
  • Vice President of Morgan Stanley*
  • 2008 West Michigan Financial Advisor of the Year
  • University of Phoenix MBA Program Honors
  • Western Michigan University Division 1 Student Athlete Academic Honors
  • Western Michigan University Football Scholarship
Business Experience
  • 2001 - Current: Financial Advisor - Morgan Stanley*
    - Wealth Management - Liability Management - College Planning
    - Financial Planning - Retirement Planning - Estate Planning
  • 1998 - 2001: Financial Planning - Sentry Insurance Company
    Financial Planning - Estate Planning - Insurance Planning

Bulletin Board

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

    Dane M. Sexton holds the following registrations:
    Securities Agent: AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MI, MT, NC, OH, OR, PA, SC, SD, TX, VA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

    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
    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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