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

Mission Statement:

The Wells Trecaso Financial Group team approach brings over 100 years  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

*Douglas E. Wells:  31 years, Ralph E. Trecaso:  28 years, Christopher Walters:  14 years,   Michelle L. Weaver: 20 years, Andrea B. Otte 13 years.




Bulletin Board
  • You may know others who would benefit from receiving the breadth of advice they and their wealth deserve. As someone who understands the value of working with an experienced Financial Advisor, we invite you to introduce your family, friends and business associates to our services.

  • See October On the Markets from the Global Investment Committee featuring

    • "Retest and Rebalance" The equity market sell-off of the past few weeks is a retest of the August correction, not a judgment that the global economic recovery is faltering, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that central bankers’ efforts to rebalance the uneven global recovery will succeed.

    • "Global Growth: Lower for Longer" The upside of a tepid and uneven global recovery is a long economic expansion, writes Joachim Fels, chief global economist of Morgan Stanley & Co.

    • "All About That Base (Case)" Adam Parker, chief US equity strategist for Morgan Stanley & Co., lays out his base case 12-month stock market forecast—2,125 on the S&P 500, up more than 7% from the Sept. 30 close.

    Plus, look for more on equities, fixed income investments and currencies.

  • Have you considered the odds that you will need long term care? Long term care insurance can be a valuable extension of your retirement and financial strategies and help protect your savings. To learn more, call or email us.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Awards Disclosures

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