Our team, The Williams Group at Morgan Stanley*, strives to assist clients in attaining their financial and investment goals. We deliver service to our clients through a team approach, which has created the ability to meet each client’s need more effectively.
We provide a holistic wealth management approach and a two-tiered investment management process. When investing for clients, we believe in a strong risk management philosophy and that asset allocation, diversification and correlation are essential to a portfolio. Together we formulate a strategy, based on our planning process and investment analysis. We hope that you will continue to visit our website to learn more about how The Williams Group at Morgan Stanley* can serve you.
We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
See June On the Markets from the Global Investment Committee featuring
• "More Than Meets the Eye" Watching mainstream television or reading the popular financial publications, one would think it has been a difficult year for investments. Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains why year-to-date returns are actually pretty good.
• "Market High, Sentiment Low" Adam Parker, chief US equity strategist for Morgan Stanley & Co., says expected improvements in earnings and in the economy, combined with poor current sentiment, keeps him in the bullish camp.
• "Positioning Bond Portfolios for Higher Rates" Suzanne Lindquist, fixed income strategist for Morgan Stanley Wealth Management, explains how select modifications may allow bond portfolios to thrive even if interest rates rise.
Plus, more on equities, municipal bonds, currencies, commodities and real estate.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .Awards Disclosures
Morgan Stanley Smith Barney
Log into your portfolio
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© Morgan Stanley Smith Barney.