The Kopser Goodman Group - Morgan Stanley Team - CINCINNATI, OH
Morgan Stanley
The Kopser Goodman Group
at Morgan Stanley
4030 SMITH RD STE 200
CINCINNATI, OH 45209
tel: (513) 562-8391
toll-free: (800) 543-1825
fax: (513) 579-0050

bottom l-r: Tom Collins, Carol Goodman, Barbara Cowherd
top l-r: Lisa Putnam, David Kopser

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 March On the Markets from the Global Investment Committee featuring

    • "The Power of Three" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains how three separate events in the global economy are coming together to help the recovery become more synchronous and sustainable.

    • "Is Winning Losing and Losing Winning?" Perhaps it is in the NBA, where the worst teams get first dibs in the player draft. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, explains how winning by losing applies to investors.

    • "Tax-Free Yields Near Taxable Treasuries" Municipal bonds typically sell with yields below those of comparable-maturity US Treasury bonds because municipal income is taxed by the federal government. Now, a confluence of factors has created a situation in which tax-free bonds are yielding nearly the same as Treasuries.

    Plus, more on global equities, fixed income securities, currencies and commodities.

  • Have you considered the odds that you will need long term care? Long term care insurance can be a valuable extension of your retirement and financial strategies and help protect your savings. To learn more, call or email 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.
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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