Morgan Stanley Wealth Management
Financial & Investment Advisors
Who Am I?
I am a CERTIFIED FINANCIAL PLANNER ™ and Financial Advisor who takes a holistic approach in considering your financial goals and am committed to the highest standards of ethical behavior and demonstrated integrity. I provide comprehensive financial planning and customized wealth management for individuals, couples, families, businesses and institutions.
What We Do Together
• Help you work towards financial independence
• Identify and seek to mitigate risk issues
• Assist you in preparing for your family’s lifestyle needs
• Assist with retirement plans
• Coordinate with your tax and legal advisors to anticipate and plan for estate concerns, and
• Provide access to lending services or recommend lending solutions, where appropriate.
My Investment Philosophy
• Work together with you to identify your goals, objectives, time horizon and risk tolerances
• Design a plan that helps achieve your goals and objectives within your desired lifestyle, and
• Utilize Single Managed Account institutional money managers, as appropriate.
The Value I Seek to Bring to our Relationship
• Assist you to simplify and organize your financial affairs
• Provide you with an opportunity to see your entire financial picture and understand your options
• Give you advice that is completely objective, independent and transparent
• Return back to you control of your financial destiny, and
• Proactively monitor and report on your plan to help ensure its progress.
The Chamber Office
1995 NW Vine Street
Grants Pass, OR 97526
Chamber Business Hours
Monday through Friday
9am - 5pm
CLOSED Major Holidays