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We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.
Ken Sheffield is a Financial Advisor with industry leader, Morgan Stanley Smith Barney, who focuses his business within the professional community, particularly medical, legal and tax professionals – people whose busy schedules keep them focused on their respective expertise…sometimes at the expense of allowing time to monitor and maintain their own financial well-being.
As a Certified Wealth...
Extreme attention to detail is a focus of this office with amazing panoramic views of the harbor. Located on the 28th floor, Morgan Stanley is the epitome of professionalism with many smaller...
I think my financial advisor has been top notch. My investments have done well in the short amount of time they have been managing them. I highly recommend my advisor, Derek Wickes.
This review is only for the front desk personnel.I'm giving them a one star for the customer service. Although my account is a mainland account, I'm still a client of Morgan Stanley! When I was being helped by a male cashier, he took longer then usual to process my transactions. The reason was because …
Very good for my family and foundation. Do take some education like basic investment or Investools. They can make you aware of the trends and information. Remember to ask about rollover of your 401K into an IRA or the such. I recommend them.
First of all an unsolicited trade means you approached the broker and not the other way around. It is impossible to perform an "unsolicited trade without your consent" because it is unsolicited!...
We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.
Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid-sized businesses, corporations, nonprofit organizations and family foundations. Smith Barney...
Our Financial Advisors strive to earn the trust and help achieve the goals of many individuals, families, and institutions.
Stocks, mutual funds, financial planning
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