Our Mission:
The Bailey Group at Morgan Stanley has a very simple goal: to help all of our clients, regardless of size and net worth, to be as well prepared as possible for retirement.
Will you outlive your retirement money or will it outlive you? That is likely one of the biggest questions you face, and it can keep many of us awake at night. We will help guide you in making well informed decisions before you retire, and help you find the income you will need to maintain the lifestyle you envision. The retirement you want can be achieved through careful consideration and diligent planning in advance.
What The Bailey Group at Morgan Stanley does is work in collaboration with you well before any decision is made to make that life altering decision to retire. We are a group of financial advisors who work hard to earn your trust and work diligently to help you attain the life you desire for you and your family. We help you anticipate the changes in your life so you can be prepared to meet those circumstances when they arise.
Our clients place their trust in us; they share their private hopes and dreams, their fears and their family challenges—and we do not take this lightly. We know the face and story behind each account we manage because our approach to every client is to build long lasting and collaborative relationships.
It is our belief at The Bailey Group at Morgan Stanley that a foundation of trust is the surest way to see your retirement dreams become reality.
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.
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 .
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