The Broadview Group - Morgan Stanley Team - Durham, NC
Morgan Stanley
The Broadview Group
at Morgan Stanley
3511 Shannon Road
Suite 300
Durham, NC 27707
tel: (919) 490-7118
toll-free: (800) 851-1331 
fax: (919) 490-7135
Welcome

We pro-actively serve a select group of families with care and thoughtful stewardship, by offering rigorous discipline in order to deliver a higher level of predictability over time.




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  • We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.

  • 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.

  • People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources we can use to help you achieve your goals in today’s new retirement.

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