Walter H. Powell II - Morgan Stanley Financial Advisor - Memphis, TN
Morgan Stanley
Walter H. Powell II, CRPC
First Vice President
Branch Manager
Financial Planning Specialist
6410 Poplar Avenue
6th Floor
Memphis, TN 38119
tel: (901) 766-8607
toll-free: (800) 659-6659 
fax: (901) 328-5597

Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

Associations
  • Member Grace Evangelical Church
Services
  • UGMA/UTMA
  • Long Term Care Insurance
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Municipal Bonds
  • Asset Management
  • Qualified Plans
  • 529 Plans
  • Retirement Planning
  • Access to Lending Services
  • Qualified Retirement Plans
  • Annuities
  • Certificates of Deposit
  • Professional Portfolio Management
  • Wealth Management
  • 401(k) Rollovers
Education and Licensing
  • Rhodes College, B.A. Business Administration
Business Experience
  • 1991 - 1994: Deloitte and Touche LLP
  • 1994 - Present: Morgan Stanley* and it's Predecessors

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

    “A Pause to Refresh” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., notes there was little investor optimism in August, but much more now. That doesn’t mean the bull market is over, but that it might be ready for a pause.

    “Investment Themes for a Transformed China” The world’s second-largest economy is turning toward its consumers and relying less on heavy industry. Learn about some ways to take advantage of that tectonic change.

    • “Conditions May Be Just Right for Convertibles” Convertible securities are an often-overlooked asset class that straddles the stock and bond worlds. They can play several roles in a portfolio.

    • Plus, look for more on the economy and option funds, as well as a Q&A featuring Simon Webber of Hartford Schroders who explains how prospects for the European economy and stock market are improving.

  • Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up online for E-Delivery.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Walter H. Powell II holds the following registrations:
BM/Supervisor; Securities Agent: AK, AL, AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, MI, MN, MO, MS, MT, NC, NH, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1120676

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. 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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

pp:3128 mp: 2281