The Britt Group - Morgan Stanley Team - BETHESDA, MD
Morgan Stanley
The Britt Group
at Morgan Stanley
Portfolio Management Group
7272 WISCONSIN AVE 4TH FL
BETHESDA, MD 20814
tel: (301) 657-6335
toll-free: (866) 455-6622 
fax: (301) 656-1510
Nicholas, Clay, and Bridget
Welcome

For us, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve. It means striving to ensure they have the means to pursue what's most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies we develop on their behalf.

Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we'll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.




Bulletin Board
  • See October On the Markets from the Global Investment Committee featuring

    • "Retest and Rebalance" The equity market sell-off of the past few weeks is a retest of the August correction, not a judgment that the global economic recovery is faltering, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that central bankers’ efforts to rebalance the uneven global recovery will succeed.

    • "Global Growth: Lower for Longer" The upside of a tepid and uneven global recovery is a long economic expansion, writes Joachim Fels, chief global economist of Morgan Stanley & Co.

    • "All About That Base (Case)" Adam Parker, chief US equity strategist for Morgan Stanley & Co., lays out his base case 12-month stock market forecast—2,125 on the S&P 500, up more than 7% from the Sept. 30 close.

    Plus, look for more on equities, fixed income investments and currencies.

  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.

  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate planning issue. Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.

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. 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.
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