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Nelson R. Maler, CFP

Financial Advisor

Second Vice President

CERTIFIED FINANCIAL PLANNER
Investment Management Consultant
Financial Planning Specialist

(541) 618-6425

Biography

Nelson R. Maler, CFP

Financial Advisor

Second Vice President

CERTIFIED FINANCIAL PLANNER
Investment Management Consultant
Financial Planning Specialist

(541) 618-6425

Associations

Rotary Club of Grants Pass
Past Director and Member
Grants Pass, OR
Josephine County/Grants Pass Chamber of Commerce
Board Member, 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

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

Education

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

Josephine County / Grants Pass Chamber 2011 Man of the Year
The President's Volunteer Service Award
Morgan Stanley* Pacesetter's Club

Services

Financial Planning
Retirement Planning
Estate Planning
Wealth Management
Alternative Investments
Endowments and Foundations
Family Consulting
Asset Management
Professional Portfolio Management
Investment Policy Statements
Planning for Special Needs Individuals
Cash Management
Lending Services
Socially Responsible Investing
Business Succession Planning
Education Planning
401k Rollovers
Insurance Services
Business Planning

Licensing

Nelson R. Maler, CFP is licensed in the following state(s): CA, NV, OR, WA, WY

Market Insights

Nelson R. Maler, CFP

Financial Advisor

Second Vice President

CERTIFIED FINANCIAL PLANNER
Investment Management Consultant
Financial Planning Specialist

(541) 618-6425

Product & Service Brochures

Nelson R. Maler, CFP

Financial Advisor

Second Vice President

CERTIFIED FINANCIAL PLANNER
Investment Management Consultant
Financial Planning Specialist

(541) 618-6425

Contact

Nelson R. Maler, CFP

Financial Advisor

Second Vice President

CERTIFIED FINANCIAL PLANNER
Investment Management Consultant
Financial Planning Specialist

(541) 618-6425

Nelson R. Maler, CFP
680 BIDDLE RD
MEDFORD, OR97504
Phone: (541) 618-6425
Toll Free: (800) 547-1741

©2013 Morgan Stanley Smith Barney LLC, member SIPC. All rights reserved.

Disclaimers | Full Site

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Nelson R. Maler, CFP

Financial Advisor

Second Vice President

CERTIFIED FINANCIAL PLANNER
Investment Management Consultant
Financial Planning Specialist

(541) 618-6425

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Disclaimers

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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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .