The Fortis Group - Morgan Stanley Team - HUNT VALLEY, MD
Morgan Stanley
The Fortis Group
at Morgan Stanley
303 INTERNATIONAL CIRCLE STE 500
HUNT VALLEY, MD 21030
tel: (410) 527-3354
toll-free: (888) 435-2281 
fax: (410) 229-8282
Team Members:  Philip Lee, Jackie Borkman, Matthew May and Eric Brann
Welcome

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.




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

    • "More Than Meets the Eye" Watching mainstream television or reading the popular financial publications, one would think it has been a difficult year for investments. Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains why year-to-date returns are actually pretty good.

    • "Market High, Sentiment Low" Adam Parker, chief US equity strategist for Morgan Stanley & Co., says expected improvements in earnings and in the economy, combined with poor current sentiment, keeps him in the bullish camp.

    • "Positioning Bond Portfolios for Higher Rates" Suzanne Lindquist, fixed income strategist for Morgan Stanley Wealth Management, explains how select modifications may allow bond portfolios to thrive even if interest rates rise.

    Plus, more on equities, municipal bonds, currencies, commodities and real estate.

  • As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.

  • Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.

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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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