Graham V. Fuguitt - Morgan Stanley Financial Advisor - MADISON, WI
Morgan Stanley
Graham V. Fuguitt
Vice President - Wealth Management
Financial Advisor
tel: (608) 829-3268
toll-free: (800) 776-7797 
fax: (608) 829-2911
Graham Fuguitt, Financial Advisor
Diane Moorman, Senior Reg'd Service Associate

As your Financial Advisor, I 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 I 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.

  • Dean's Advisory Board, De Paul University School of Music- 2013 to Present
  • Board of Directors - Wisconsin Youth Symphony Orchestra- 2010 to Present
  • Board of Directors - Wisconsin Youth Symphony Orchestra Foundation- 2010 to Present
  • Adult Leader- Boy Scouts of America 1996 to Present
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Asset Management
  • Professional Portfolio Management
  • Executive Financial Services
  • 401(k) Rollovers
  • Municipal Bonds
  • Fixed Income
  • Corporate Cash Management
  • Annuities
  • Alternative Investments
  • Endowments and Foundations
  • Business Planning
  • Education Planning
  • Exchange Traded Funds
  • Futures
  • Institutional Services
  • Insurance Services
  • Investment Policy Statements
  • Lending Services
  • Planning for Special Needs Individuals
  • Stock Option Plans
  • Structured Products
  • Taft-Hartley Plans
Education and Licensing
  • Master of Music
    DePaul University
  • Bachelor of Music
    Indiana University Bloomington
  • Series Licensed: 7,65,63,31,Rule 144
  • Insurance Licensed: Annuities, Life, Health, LTC
Business Experience
  • 1995 - Present: Morgan Stanley*
  • 1983 - 1995: Trans Union Corporation - Consumer Credit Reporting

Bulletin Board
  • See October On the Markets from the Global Investment Committee featuring

    • "Retest and Rebalance" The equity market sell-off of the past few weeks is a retest of the August correction, not a judgment that the global economic recovery is faltering, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that central bankers’ efforts to rebalance the uneven global recovery will succeed.

    • "Global Growth: Lower for Longer" The upside of a tepid and uneven global recovery is a long economic expansion, writes Joachim Fels, chief global economist of Morgan Stanley & Co.

    • "All About That Base (Case)" Adam Parker, chief US equity strategist for Morgan Stanley & Co., lays out his base case 12-month stock market forecast—2,125 on the S&P 500, up more than 7% from the Sept. 30 close.

    Plus, look for more on equities, fixed income investments and currencies.

  • Have you considered consolidating your rollovers in order to diversify your retirement assets? If you would like to learn more, call or email us.  Diversification does not assure a profit or protect against loss in declining financial markets.

  • Meet with me and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth.

Graham V. Fuguitt holds the following registrations:
Securities Agent: AZ, CA, CO, DC, FL, HI, IL, KS, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OK, OR, PA, VA, WA, 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.
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*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.
Awards Disclosures

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