The Williams Group - Morgan Stanley Team - Plano, TX
Morgan Stanley
The Williams Group
at Morgan Stanley
4975 Preston Park Blvd, Ste 700
Plano, TX 75093
tel: (972) 964-4504
toll-free: (800) 827-2211 
fax: (972) 964-4570
Welcome


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.




Bulletin Board
  • 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 August On the Markets from the Global Investment Committee featuring

    • "What Lies Beneath" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the US stock market’s “weak breadth” has many market pundits worried about the next big downturn. Wilson explains that this condition can last for years as the overall market rises at a slower pace, making it imperative to look at what lies beneath the surface in order to make money consistently.

    • "The Dragon and the Elephant" China and India attract investors because together they account for nearly 40% of the world’s population. To invest in China, investors need to be selective; in India, they need to be patient. Sachin Manchanda and Katy Zhao, equity strategists at Morgan Stanley Wealth Management, explain it all.

    • "Why Gold Remains Stuck in a Bear Market" With the Federal Reserve and other central banks working to create inflation, why is gold, a traditional inflation hedge, trading near its five-year low? Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management, says it has to do with a slump in commodities overall—and anticipation of a Fed rate hike later this year.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran investment strategist who is an expert on China.

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:7953 mp: 2796