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 Elect, Past Director
    Grants Pass, OR
  • Josephine County/Grants Pass Chamber of Commerce
    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
  • Family Consulting
  • Financial Planning
  • Insurance Services
  • 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
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 November On the Markets from the Global Investment Committee featuring

    • "Back on Track" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains that the equity markets are back on track for the kind of year he was expecting at the start of the 2015. While not spectacular, he says, the stock market’s 4% return for the year to date is more than respectable for the eighth year of the recovery since the Great Recession and the financial crisis.

    • "Passing Through an Inflection Point" A run of soft economic data has some investors nervous about a global recession. Chetan Ahya and Elga Bartsch, co-heads of Morgan Stanley Global Economics, write that while the global recovery is bumpy, brittle and below par, they don’t expect a recession.

    • "A Quest for Quality" While US stocks have largely recovered the ground lost in the August sell-off, don’t read it as an “all clear” signal, writes Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management. Going forward, investors will need a different strategy.

    Plus, look for more on equities and bonds, as well as a question-and-answer session with Afsaneh Beschloss, chief executive officer of The Rock Creek Group, hedge fund manager and former treasurer and chief investment officer of the World Bank.

  • 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 search my name.

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

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.
Awards Disclosures

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