[ad_1]
The best way to discover a Monetary Advisor who’s best for you
Beginning the Monetary Advisor dialog
VO:
{music – contemplative with air of uncertainty}
You’ve earned this. You place within the work to construct up your nest egg. Now you’re prepared for a Monetary Advisor to assist guarantee it’s managed proper. So you may reside the life you need, the one you get pleasure from now, nicely after you retire.
However you might have questions. And perhaps some reservations about having so many questions. Or questions on which questions you must even be asking within the first place.
{music shift to extra assured, impressed tone}
At Morgan Stanley, we perceive these emotions. We’ve been serving to folks work by them for many years. And all of it begins with listening. What’s step one?
Properly, you interview us. You may ask how we’ve helped purchasers such as you attain their retirement objectives, with out compromising their household’s wants and ambitions?
Or what we may also help you put money into that you may’t discover by yourself? What are the prices? Most significantly, how precisely will we go about attending to know you?
Not simply all of the intricacies of your monetary scenario, however you as an individual and your family members too. Your passions and aspirations, in addition to your challenges and considerations.
How would we work collectively going ahead? Past scheduled conferences, will we be available when one thing sudden comes up?
Ask away.
We’re right here to pay attention. And supply sincere solutions, so yow will discover the precise skilled for you.
Then, while you’re prepared, we’ll construct a customized monetary plan that places you on monitor for achievement.
{present animating diagram from touchdown web page, carry on display screen as VO continues – see visible cues appendix beneath}
And that’s only the start. Your Monetary Advisor and their staff will dedicate themselves to creating positive you are feeling assured and safe…
Delivering you the Morgan Stanley consumer expertise, each step of the way in which. As a result of we all know how laborious you’ve labored to get right here.
Now let’s make certain what you’ve earned works tougher…
To get you the place you wish to go subsequent.
{Morgan Stanley Wealth Administration brand seems, adopted by “Be taught extra at ms.com/wealth”}
Collectively, let’s construct your plan for all times.
Discover a Morgan Stanley Monetary Advisor right this moment at advisor.morganstanley.com.
Vital details about your relationship together with your Monetary Advisor and Morgan Stanley Smith Barney LLC when utilizing a Monetary Planning software. When your Monetary Advisor prepares a Monetary Plan, they are going to be performing in an funding advisory capability with respect to the supply of your Monetary Plan. To know the variations between brokerage and advisory relationships, you must seek the advice of your Monetary Advisor, or evaluation our Understanding Your Brokerage and Funding Advisory Relationships brochure out there at You have got sole accountability for making all funding selections with respect to the implementation of a Monetary Plan. Chances are you’ll implement the Monetary Plan at Morgan Stanley Smith Barney LLC or at one other agency. In the event you have interaction or have engaged Morgan Stanley, it can act as your dealer, until you ask it, in writing, to behave as your funding adviser on any specific account.
© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC#5423558 (02/2023)
[ad_2]
Source link