The MB Group - Morgan Stanley Team - Oklahoma City, OK
Morgan Stanley
The MB Group
at Morgan Stanley
Consulting Group
6305 Waterford Blvd.
Suite 240
Oklahoma City, OK 73118
tel: (405) 879-7111
toll-free: (800) 447-0349
fax: (405) 879-7117
l - r: Melinda Brewer, Mel Bollenbach
Welcome

The MB Group is a premier financial advisory team assisting committed individuals, businesses, and philanthropic organizations in developing cohesive plans for their financial future.  Our goal is to establish long-lasting client relationships that span generations.  We seek to provide our clients with a level of service that allows them to pursue their passions without the burden of worrying about their investments.




Bulletin Board
  • Meet with us and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth

  • 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.

  • As parents, are you concerned that your children will not be prepared to productively use the inheritance that you may pass on to them? Or are you disappointed that none of your children are interested in taking over the family enterprise? If you would like to learn more about choices available to you, please call or email us.

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.
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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

pp:3147 mp: 2796