The Montgomery Group - Morgan Stanley Team - CINCINNATI, OH
Morgan Stanley
The Montgomery Group
at Morgan Stanley
7755 Montgomery Rd STE 200
tel: (513) 762-5210
toll-free: (800) 543-2665
fax: (513) 762-5201

The Montgomery Group at Morgan Stanley* strives to provide the highest level of sophisticated financial advice available to its clients. Using a four-step process that is unique to each and every client, we begin by profiling each client's financial objectives and tolerance for risk. After this initial consultation, we work closely with our team of financial planning professionals to help each client develop a financial plan that is custom tailored to their own situation. Once the plan is finalized, an asset allocation and investment strategy proposal is then implemented that helps clients meet their specific goals. On an ongoing basis, the performance of each plan is then monitored against the client's objective and relevant financial market indices.

Bulletin Board
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.

  • 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.

  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.

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: 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. 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.
Awards Disclosures

pp:3147 mp: 2796