The Grand Canyon Group - Morgan Stanley Team - Scottsdale, AZ
Morgan Stanley
The Grand Canyon Group
at Morgan Stanley
Consulting Group
14850 N. Scottsdale Rd.
Suite 600
Scottsdale, AZ 85254
tel: (480) 922-7853
toll-free: (800) 347-5107 
fax: (480) 922-7878
Welcome

Helping Clients Successfully Grow, Manage, Preserve, and Transfer Their Wealth.

We bring over 30 years of experience serving our clients with integrity and genuine caring and concern for each individual.

The Grand Canyon Group at Morgan Stanley conducts portfolio review sessions and offers comprehensive wealth management solutions.  We provide personalized strategies for individuals and business to help grow, preserve, and transfer wealth in the most tax efficient manner. We are committed to exceptional client service, consistent communication, and continued education. We strive for excellence and in addition, to the boutique-level service our group provides no responsibility is more important to Morgan Stanley than making certain that our clients’ assets are safe, secure and available when needed.

The Grand Canyon is a magnificent natural wonder.  It is the result of a very determined river, with the long-term goal of reaching the Sea of Cortez.  The Colorado River bumps into obstructions, works its way around or through them, and keeps moving.  To us, the beautiful rock layers are like the many aspects of each client, of their family and of their life and goals.  Each person’s experience of the Canyon is unique, depending on the areas they see, the time of day, their time of life, and their own focus at that time. Similarly, each financial plan is unique to each client, and is adjusted as the years go by as their life and goals change.




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  • You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or E-mail me for more information about our Portfolio Management Program.

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

    “The Power of Momentum”  Michael Wilson, chief investment officer and chief US equity strategist for Morgan Stanley & Co., says the stock market’s positive momentum makes it look unstoppable. However, the risk/reward proposition in buying stocks today is worse than it was at the market’s depths in late December.

    “Goldilocks Whiplash”  Remember the Goldilocks narrative about an economy that’s neither too hot nor too cold? It’s back, and Andrew Sheets, chief cross-asset strategist for Morgan Stanley & Co., explains why he is skeptical of that view. 

    “Waiting for Europe”  More than a year ago, the Global Investment Committee (GIC) increased its allocation to European equities on expectations they would outperform the US. That hasn’t worked out, but Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management and a member of the GIC, argues that it will for the patient investor.  

    • Plus, look for more on equities and cash, as well as a Q&A with Jan van Eck of VanEck about investing in China.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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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