The Wilson Group - Morgan Stanley Team - Macon, GA
Morgan Stanley
The Wilson Group
at Morgan Stanley
5444 Riverside Drive
2nd Floor
Macon, GA 31210
tel: (478) 471-2266
toll-free: (877) 442-5445 
fax: (678) 398-4523
Welcome


Welcome to the Wilson Group at Morgan Stanley’s website.  Our site is full of resources designed to help empower you as a family, and as an investor, regardless of whether you work with us or not.  My name is Eric Wilson and I lead this family wealth advisory team here at Morgan Stanley.  We believe that your family, and your capital, can make it beyond the proverbial third generation.  “Shirt sleeves to shirt sleeves in three generations” is how I believe the saying goes.  

On the left hand side of this web page, you will find several tabs including ones entitled Meet Our Group, Working Together, and In the Press.  I encourage you to visit all of the tabs if you have time, but if you’re here for a quick visit, then start with the previously mentioned tabs.  For instance, by selecting the Working Together tab, you will find among the pages, insight into why clients choose to work with us, our investment process, and how our team helps clients pass on their life’s work to subsequent generations.

Our focus is on people and outcomes, not products.  We combine knowledge of the financial aspects of governing and managing family wealth with sensitivity to wealth’s psychological and interpersonal effects.  The core of our strategy is its single-minded commitment to client advocacy and to the elimination of potential, or perceived, conflicts of interest.

We believe that our clients, many of which are new to the world of affluence/wealth, deserve a different kind of working relationship with their advisors – one that you may not have encountered at any other financial services company.  We try and personalize each client family’s experience and relationship with us in many ways, beginning with a dedicated advisor and support staff per 25 families.  You can see that with such an intimate staff-to-client ratio, our client family’s experience gets off on the right foot from the start.

Our clients hear how much we value them by our actions, not by our words.  We make this distinction because we recognize that wealth is not an end unto itself.  Wealth is merely the means by which you can achieve things for yourself and your family.  And while it may seem like a simple equation, we have long understood that for our distinct clientele, governing wealth and the opportunities it may create is anything but simple.

If what you see on this site piques your interest, and you find yourself at a point in life where you need another viewpoint, please give us a call to set up a confidential review.  We begin every new potential relationship with interested families by simply offering a second pair of eyes.

The deep commitment of the Wilson Group at Morgan Stanley is to invest in our clients every day by helping them plan, and ultimately deliver upon, their legacy.




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

    • "The Power of Three" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains how three separate events in the global economy are coming together to help the recovery become more synchronous and sustainable.

    • "Is Winning Losing and Losing Winning?" Perhaps it is in the NBA, where the worst teams get first dibs in the player draft. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, explains how winning by losing applies to investors.

    • "Tax-Free Yields Near Taxable Treasuries" Municipal bonds typically sell with yields below those of comparable-maturity US Treasury bonds because municipal income is taxed by the federal government. Now, a confluence of factors has created a situation in which tax-free bonds are yielding nearly the same as Treasuries.

    Plus, more on global equities, fixed income securities, currencies and commodities.

  • 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.

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.
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