David C Whalen - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 1999 Harrison St Suite 2200, Oakland, CA 94612
- Phone
- (510) 891-5231
- Website
- advisor.morganstanley.com
- Neighborhood
- Downtown
- County
- Alameda County
About
Looking for financial planning and investment guidance in Downtown Oakland? David C Whalen - Morgan Stanley offers personal wealth management and investment advice for individuals and families.
We work with clients across Oakland and the East Bay to build a clear plan for their goals, whether that means saving for retirement, growing investments or managing what they have already built. Our approach centers on listening first, so we can understand your priorities, your timeline and your comfort with risk before recommending any strategy.
We aim to explain each step in plain language, so you always know why a recommendation makes sense for your situation.
Visit our website to learn more about our services and get in touch.
We work with clients across Oakland and the East Bay to build a clear plan for their goals, whether that means saving for retirement, growing investments or managing what they have already built. Our approach centers on listening first, so we can understand your priorities, your timeline and your comfort with risk before recommending any strategy.
We aim to explain each step in plain language, so you always know why a recommendation makes sense for your situation.
Visit our website to learn more about our services and get in touch.