Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Wealth Management
- Retirement Planning
- Estate Planning
- Education Planning
- Business Succession Planning
- Lending Services
- 401(k) Rollovers
- 529 Plans
- Asset Management
- Certificates of Deposit
- Corporate Pension Funds
- Fixed Income
- Municipal Bonds
- Insurance Services
- Professional Portfolio Management
- Qualified Retirement Plans
- Series 7 - NYSE/NASD General Securities
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisor
- CA Insurance and Annuities - Life, Variable Life and Annuities license 0A05940
- present: Morgan Stanley* (predecessor firms)
Extensive work in Wealth Preservation, Estate Planning, Retirement Investment, and Charitable Gifting.
How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? I have a solution – OneView. Learn about the key benefits of OneView by watching this short video.
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 I can use to help you achieve your goals in today’s new retirement.
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Thomas P. King holds the following registrations:
Securities Agent: AZ, CA, CO, FL, ID, MD, NJ, NV, NY, UT; General Securities Representative; Investment Advisor Representative
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. 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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