The Seymour Group - Morgan Stanley Team - Canton, OH
Morgan Stanley
The Seymour Group
at Morgan Stanley
Portfolio Management Group
4455 Dressler Road NW
Suite 202
Canton, OH 44718
tel: (330) 491-4013
toll-free: (800) 755-8285 
fax: (330) 492-8283
Let's start the conversation about your family's financial future.

At Morgan Stanley, we’re dedicated to providing financial guidance with a family focus. Our Family Wealth Advisors have the resources, qualifications and commitment to benefit families like yours for the long term.

As a dedicated Morgan Stanley Family Wealth Advisor, I can help you protect and grow wealth across generations based on your family’s goals and values. I invite you to start thinking, planning, and taking actions today that will strengthen your family for years to come. Here are some ways we can help you:?

Money Talks
Communicate better about money and values.
Is it difficult to discuss finances with your family? With assistance, you can communicate effectively with parents, children, siblings and a spouse. Learn to approach the topic with sensitivity.

Helpful Resources:

How to Have
Meaningful Family
About Money

Setting Priorities
Develop a framework for the future
Have you and a family member ever had a misunderstanding related to money? Avoid issues before they start by clearly defining your values and goals. Then, you can build a strategy, meet short- and long-term objectives and leave a legacy.

Helpful Resources:

Planning for Your
Financial Future

Don’t Wait
Put an estate plan in place
How much do your heirs know about your investments, insurance, property and other financial assets and liabilities? Get help organizing financial information, choosing fiduciaries, and developing strategies from taxes and trusts to long-term care.

A Proactive Approach
to Estate Planning as a 

Minding Your Business
Protect your family enterprise
Do you know who will take over your family business or enterprise? To ensure the long-term success of a family business or philanthropic endeavor, you need a plan for management, succession and continuity.

Helpful Resources:

Managing the
Family Enterprise

Making a Difference
The importance of philanthropy
Is there a project or cause that’s meaningful to you and your family? In addition to the tax advantages, gifting can help you connect with family and give back together. Learn the best ways to invest your family’s time and resources in a cause that’s important to all of you and make a real impact. Let us show you how to put your wealth to good use.

Helpful Resources:

How to Make
Philanthropy a
Family Affair

Morgan Stanley and Your Family
The financial decisions you make as an individual today may have lasting and far-reaching effects on your family in the future. Be sure you're taking full advantage of everything Morgan Stanley has to offer you and your family.

Helpful Resources:

Getting the Most for
Your Family Out of
Your Relationship with
Morgan Stanley

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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