Nelson R. Maler, CFP - Morgan Stanley Financial Advisor - MEDFORD, OR
Morgan Stanley
Nelson R. Maler, CFP
Second Vice President, Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Senior Investment Management Consultant
Financial Planning Specialist
680 BIDDLE RD
MEDFORD, OR 97504
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.

Associations
  • Rotary Club of Grants Pass
    Past Director and Member
    Grants Pass, OR
  • Josephine County/Grants Pass Chamber of Commerce
    Chair-Elect, Past-Finance Committee Chair
    Grants Pass, OR
  • Illinois Valley Chamber of Commerce
    Member
    Cave Junction, OR
  • Rogue River Chamber of Commerce
    Member
    Rogue River, OR
  • Josephine County Special Olympics
    Coach & Volunteer
    Grants Pass, OR
  • Western Welcome Newcomers
    Past President and Member
    Grants Pass, OR
Services
  • 401(k) Rollovers
  • Annuities
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Education Planning
  • Endowments and Foundations
  • Estate Planning
  • Family Consulting
  • Financial Planning
  • Insurance Services
  • Investment Policy Statements
  • 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
  • CERTIFIED FINANCIAL PLANNER, 2009
  • 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
  • The President's Volunteer Service Award
  • Morgan Stanley* Pacesetter's Club
  • Nominated for the 2014 Individual Peacemaker Award
Business Experience
  • 2005 - Present: Morgan Stanley*

    Second Vice President
    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
  • To see timely market recap, see Cash Market Rates Snapshot.

  • People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources I can use to help you achieve your goals in today’s new retirement.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

Nelson R. Maler, CFP holds the following registrations:
Securities Agent: AK, AZ, CA, HI, NC, NV, OH, OR, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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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