Weiss Kelleher Group - Morgan Stanley Team - Delray Beach, FL
Morgan Stanley
Weiss Kelleher Group
at Morgan Stanley
55 NE 5th Ave
#400
Delray Beach, FL 33483
tel: (561) 243-2227
toll-free: (800) 561-8115 
fax: (561) 243-2250
Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.




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  • With our Wealth Planning Center specialists, we'll help you address issues ranging from management of risk to philanthropy. We can help ensure that, whatever your objectives are, your personal and family values are at the heart of all of your planning. To find out more, call or email.

  • Listen to this podcast featuring Melanie Schnoll Begun, Managing Director, Philanthropy Management at Morgan Stanley Wealth Management as she discusses motivation of UHNW donors, why men and women give differently and the effects of the great recession on giving today.
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. 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.
Awards Disclosures

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