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.




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  • 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 December On the Markets from the Global Investment Committee featuring

    • "Keep Those Emotions in Check" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, notes that the greatest determinant of investment success may be one’s ability to control his or emotions and not overreact on the downside—or the upside.

    • "Lower Your Sights" The 10-year outlook from Morgan Stanley & Co. strategists calls for lower stock and bond returns. They also anticipate lower inflation in which case real returns should not go down as much as nominal returns.

    • "Gold and Inflation—It’s Complicated" Of course, gold has a link to inflation, but growth in money supply and nominal GDP count, too.

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

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