Nelson R. Maler, CFP - Morgan Stanley Financial Advisor - MEDFORD, OR
Morgan Stanley
Nelson R. Maler, CFP
Vice President, Wealth Management
Financial Advisor
Senior Investment Management Consultant
Financial Planning Specialist
tel: (541) 618-6425
toll-free: (800) 547-1741 
fax: (541) 773-1720

The most important part of my job is listening to you, asking questions for understanding, caring about you as a person and earning your trust.  I believe that in order to successfully help you reach your financial goals, I need to understand you, your needs and your concerns. 

I am based in the beautiful Southern Oregon Rogue Valley and love servicing Grants Pass, Illinois Valley, Cave Junction, Rogue River and the surrounding areas.  Confidential meetings can take place in your home, your work, or my offices in Grants Pass and Medford. 

When I meet with you, I will get to know your financial goals and aspirations so we can formalize a comprehensive financial plan and customize your wealth management strategy. 

I focus in servicing individuals, couples, families and institutions in a comfortable, supporting and caring manner.

  • Rotary Club of Grants Pass
    President, Past Director
    Grants Pass, OR
  • Josephine County/Grants Pass Chamber of Commerce
    Past-Chair, Past-Finance Committee Chair
    Grants Pass, OR
  • Illinois Valley Chamber of Commerce
    Cave Junction, OR
  • Rogue River Chamber of Commerce
    Rogue River, OR
  • Josephine County Special Olympics
    Coach & Volunteer
    Grants Pass, OR
  • Western Welcome Newcomers
    Past President and Member
    Grants Pass, OR
  • 401(k) Rollovers
  • Annuities
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Education Planning
  • Endowments and Foundations
  • Estate Planning Strategies
  • Family Consulting
  • Financial Planning
  • Insurance Services
  • Access to Lending Services
  • Life Insurance
  • Long Term Care Insurance
  • Philanthropic Services
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Socially Responsible Investing
  • Wealth Management
Education and Licensing
  • Certificate in Personal Financial Planning, 2000
    University of California
    Berkeley, CA
  • M.B.A. - Finance, 1991
    Golden Gate University
    San Francisco, CA
  • B.S., 1983
    California Polytechnic State University
    San Luis Obispo, CA
  • Series 7, 31, 63 & 65 Licensed
  • Life & Health Insurance Licensed
Honors and Recognition
  • Josephine County / Grants Pass Chamber 2011 Man of the Year; 2014 Greeter of the Year
  • The President's Volunteer Service Award
  • Morgan Stanley* Pacesetter's Club
  • Nominated for the 2014 Individual Peacemaker Award
  • Rotary District 5110 Rotarian of the Year 2015 - 2016
Business Experience
  • 2005 - Present: Morgan Stanley*

    Vice President- Wealth Management
    Senior Investment Management Consultant /
    Financial Advisor
    Financial Planning Specialist
    Grants Pass, OR
  • 1993 - 2004: Bank of The West

    Vice President - Manager
    Walnut Creek, CA
  • 1983 - 1992: Security Pacific National Bank

    Vice President - Manager
    San Francisco, CA

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

    “Uncomfortable”  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., admits to having been apprehensive when he published a bullish cover story for the 2017 outlook in January. He argued that a global synchronous economic recovery would carry the markets higher, an out-of-consensus view at the time. So far, it’s working out. 

    • “Rocking Retail” Economic statistics suggest consumers have plenty to spend, but they are changing the way they’re doing it. While online sales are on the rise, store closures are soaring, writes Denny Galindo, equity strategist at Morgan Stanley Wealth Management.

    • “Keeping More of What Your Investments Earn” Have you noticed that taxes are taking a big bite of your investment gains? Tax-efficient investing offers ways to enhance your aftertax returns. This article is an excerpt from a recently published Morgan Stanley Wealth Management Special Report.

    • Plus, look for more on investment strategy, equities, mortgage-backed securities, municipal bonds and commodities.

  • As parents, are you concerned that your children will not be prepared to productively use the inheritance that you may pass on to them? Or are you disappointed that none of your children are interested in taking over the family enterprise? If you would like to learn more about choices available to you, please call or email us.

  • To learn more about us, our process, business and investment philosophy, please click on Working Together.

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

Nelson R. Maler, CFP holds the following registrations:
Securities Agent: AK, AZ, CA, ME, NC, OR, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1268321

CA Insurance Lic. 0E89402
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. 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
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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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