See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. WEALTH MANAGEMENT GLOBAL INVESTMENT OFFICE | CHARTBOOK | MARKET PERFORMANCE Asset Class Returns. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. Find out how. © 2020 Morgan Stanley Smith Barney LLC. ‘Given the criticality of the banks to the future growth of our business, I have asked Shelley to dedicate her full-time efforts to leading them,’ Gorman said in the memo. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Hear their stories and learn about how they are redefining the terms of success. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. Planning Today to Help You Thrive Tomorrow. Morgan Stanley chairman and chief executive James Gorman has said that he is hoping to push the firm’s profit margins in wealth management as … © 2016 Citywire. Create An Account. At the Easton Group at Morgan Stanley, these are the people we serve. In addition, he oversees third party manager research and proprietary investment strategy for the firm. Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage.It is the wealth & asset management division of Morgan Stanley.On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith Barney, which was formerly a division of Citi … A Firm You Can Trust. Risks and Opportunities of Climate Change. The countdown to Tax Day has begun. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Pursuing your goals is easier when you’re not alone. Breaking industry news delivered as it happens, Performance analysis based on our global database, Up to the minute reports on key people moves. Both are credentialed as Certified Financial Planners and have been at Morgan Stanley for many years. Integrating gender-related criteria into your portfolio is getting easier, as investment options proliferate. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Member SIPC. Check the background of our firm and investment professionals on FINRA's BrokerCheck. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. From our origins as a small Wall Street partnership to becoming a global firm of more than 60,000 employees today, Morgan Stanley has been committed to clients and communities for 85 years. Morgan Stanley has reshuffled the leadership of its wealth management business, according to an internal memo seen by Citywire. Post-pandemic economies and markets will create new opportunities and challenges that require a different approach to investing and managing your portfolio. The Four Steps to Developing Your Wealth Management Plan Since 1935, Morgan Stanley has prided itself on managing a first-class business in a first-class way. Get advice and manage your financial plan and portfolio with help from a team of highly skilled Financial Advisors. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in … See how you can continue your career journey at Morgan Stanley. Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. It is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. For Professional Investors. Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Climate change presents risks, but there are ways for investors to take part in positive change. For 85 years, Morgan Stanley has been a global leader in financial services, with the scale and stability to help bring you valuable opportunities. This heritage of fiduciary responsibility was one of the main reasons Robert LaCroix became attracted to the Firm more than 30 years ago. At Morgan Stanley, giving back is a core value—a central part of our culture globally. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Morgan Stanley has reshuffled the leadership of its wealth management business, according to an internal memo seen by Citywire. Morgan Stanley is differentiated by the caliber of our diverse team. Partner with a dedicated Financial Advisor for ongoing, comprehensive financial planning, everyday financial and liquidity management, and investment advice. About us Morgan Stanley Wealth Management is one of the largest wealth management firms in the world, helping our clients pursue their goals at every stage of life. The changes were outlined in memo from Morgan Stanley chief executive James Gorman. The Wilshinsky Group at Morgan Stanley is a diverse team of professionals who focus on institutional retirement consulting and comprehensive wealth management for its executives, officers and owners. Using sophisticated analytics, macroeconomic trend analysis and forecasting, a comprehensive planning process and the thought leadership of Morgan Stanley, our highly credentialed team provides sophisticated wealth management customized to each client’s specific goals. Your online account is ready and you will now have access to: Not registered yet? Please consult with your Financial Advisor to understand these differences. O’Connor has been appointed as chief executive of both Morgan Stanley Private Bank and Morgan Stanley Bank, the firm's institutional banking unit. No matter what you want to achieve, our Financial Advisors work with you to provide ongoing, comprehensive planning and advice to help you succeed. 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. View Our Client Relationship Summary and Important Account Information. Morgan Stanley has named Andy Saperstein as sole head of its wealth management unit, calling on Shelley O'Connor to lead two of its banking businesses. All rights reserved. As a global financial services firm, Morgan Stanley is committed to technological innovation. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. © 2021 Morgan Stanley. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. This material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. Our priority is managing wealth with the highest standard of care and providing financial advice to help support your goals at any stage of life. The information and materials on this website are for informational purposes only. Leadership. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. Leadership. Morgan Stanley Wealth Management has recruited an executive from benefits plan consultant Mercer Global Investments to run Graystone Consulting, the … Underpinning all that we do are five core values. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees. Learn about Morgan Stanley culture, salaries, benefits, work-life balance, management, job security, and more. For 85 years, Morgan Stanley has been a global leader in financial services, with the scale and stability to help bring you valuable opportunities. Having a wealth plan can help you on your way to achieving your goals. Family Wealth Director. This Morgan Stanley designation indicates proficiency in estate planning strategies from the family perspective, families and philanthropy and family enterprises, as well as demonstrated ability to have effective conversations that help families understand and transition wealth from one generation to another. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts and estate planning, charitable giving, philanthropic planning and other legal matters. The rating is not indicative of the Financial Advisor’s future performance. An Investor Playbook for the New Business Cycle. Andy Saperstein is Chairman/President/CEO at Morgan Stanley Wealth Management. Financial Advisors must be under the age of 40 as of August 2013. Our Financial Advisors provide a range of solutions to meet you where you are—no matter your starting point or preferred investing approach. Morgan Stanley is not responsible for the information contained on any third party web site or your use of or inability to use such site, nor do we guarantee its accuracy or completeness. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. As a result, Phil Davies who heads global operations now reports to Rooney. Our Financial Advisors get to know you and your financial picture to help create a wealth plan that evolves as your life does.