Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial
forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects
the realities of your life and the uniqueness of your long term goals.
As a Financial Advisor, I am committed to building a relationship of trust in which I can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, I hope you will come to regard me as a valued resource and a professional who can help you make a more informed decision on any financial issue.
My most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
- Emory University
- I began my career with Morgan Stanley in 1992 during my senior year at Emory University.
See January On the Markets from the Global Investment Committee featuring
• "2015: The Great Rebalancing Act" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees a global rebalancing this year that should lead to broader economic and earnings growth, including an acceleration in Europe, Japan and several emerging markets. He is still bullish on US equities, but even more so on stock markets in Europe and Japan.
• "The US Economy: Are We There Yet?" The US is in the midst of a tepid cyclical pickup in aggregate demand, writes Vincent Reinhart, chief US economist for Morgan Stanley & Co. Lower energy costs should help boost economic activity in the near term, and fiscal policy is becoming a bit more supportive of growth.
• "Volatility … It’s Back!" The Federal Reserve’s unconventional Quantitative Easing (QE) policy of the past five years kept market volatility in check. Now that QE is over, volatility is picking up. Here are some ideas for investors on how to deal with market swings.
• Plus, look for more on US and global equities, fixed income investments, commodities and real estate.
Mike Wilson, Chief Investment Officer of Morgan Stanley Wealth Management, explains how the GIC helps Financial Advisors support their clients. Click to view.
Do questions like these impact your retirement picture: Do I have enough to cover my needs, my dreams and the unexpected? How do today's choices affect others I care about tomorrow? Is there life after work? To learn more about developing a strategy to help you achieve the retirement you envision, call or email.
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