Wells Trecaso Financial Group - Morgan Stanley Team - AKRON, OH
Morgan Stanley
Wells Trecaso Financial Group
at Morgan Stanley
3700 EMBASSY PARKWAY STE 340
AKRON, OH 44333
tel: (330) 670-7792
toll-free: (800) 488-0480
fax: (330) 670-4660
Welcome

The Wells Trecaso Financial Group team approach brings over 100 years1 of combined wealth management experience. We are committed to building a relationship of trust, working closely with our clients to help them define their objectives and goals.
_______________________

1 Douglas E. Wells:  33 years, Ralph E. Trecaso:  30 years, Christopher Walters:  16 years,   Michelle L. Weaver: 22 years, Andrea B. Otte 15 years.




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

    “It’s Different This Time—Really” In 2015, financial assets got off to good start but faded by summer. Will the same thing happen in 2016? Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, goes through the reasons why the market’s underpinnings are much better now than at this time last year.

    “MLPs Could Be a Catch-Up Trade” The oil price bust was brutal for midstream master limited partnerships, but with prices off their lows and showing signs of stability, it’s time to consider them, writes Vijay Chandar, market strategist at Morgan Stanley Wealth Management.

    “This Veteran Investor Sees Bargains in Financials” Veteran investor Christopher Davis of Davis Funds says financial companies’ 10 years of underperformance now present an unprecedented opportunity.

    • Plus, look for more on equities, bonds and alternative investments.

  • To see timely market recap, see Cash Market Rates Snapshot.

  • Meet with us and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth

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.
Awards Disclosures

pp:3147 mp: 2796