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As your Financial Advisor, I 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 to preserve and grow 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.
Associations
- Certified Financial Planner - CFP
- Finance Committee for a local Nonprofit 501(3)c
- Arcadia Little League Volunteer
- Village Basketball Volunteer
- Scottsdale Schools Volunteer
- American Cancer Society Supporter
- Susan G Komen Supporter
- MS - Multiple Sclerosis Association Supporter
- PANDA - People Acting Now Discover Answers Supporter
- Neighborhood Housing Services of Phoenix Supporter
Services
- Financial Planning
- Retirement Planning
- Estate Planning
- Professional Portfolio Management
- 401k Rollovers
- Education Planning
- Executive Financial Services
Education and Licensing
- London School of Economics
- The University of Arizona
Business Experience
- 1992
- 1993: Kemper Securites
Now Zurich Financial - 1994
- 1997: Olde Financial
Now Ameriprise - 1997
- Pres: Morgan Stanley*
Bulletin Board
Reevaluate your investment strategy. For a free consultation, Request an Appointment or call me.
See the latest edition of the Global Investment Committee's Newsletter: On the Markets.
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Stephen H. Ledyard is licensed in the following state(s):
AZ, CA, ID, NM, NY, OH, TX, VA, WA
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 Smith Barney.
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 .
Awards Disclosures