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 July On the Markets from the Global Investment Committee featuring

    • "More Than Meets the Eye" While it didn’t show up in the broad market averages, many stocks and sectors have suffered serious sell-offs this year. These rolling corrections are healthy for our positive view on both the global economy and the equity markets.

    • "Global Economic Growth: Boring but Better" The US’ deep freeze, Europe’s bank credit crunch and Japan’s consumption-tax hike provided some drama to the global economy in the first half. Joachim Fels, chief global economist for Morgan Stanley & Co. explains why he thinks the second half will be more tame.

    • "Q&A: Leon Cooperman" The veteran investor, who has spent nearly a half a century on Wall Street, says much about the current cycle is familiar, despite the extraordinary backdrop. He thinks the current bull market has room to run in both time and price.

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

  • 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.

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. 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

pp:3147 mp: 2796