Lacey Wedell - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 4309 Hacienda Dr Ste 200, Pleasanton, CA 94588
- Phone
- (925) 730-3802
- Website
- advisor.morganstanley.com
- County
- Alameda County
About
Lacey Wedell - Morgan Stanley helps clients with personalized financial planning, investment guidance, and long-term wealth strategies, all tailored to individual goals. We work with individuals and families across Pleasanton and the East Bay to build clear, practical plans for retirement, savings, and investing.
Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your situation. We take time to explain options in plain language, so you can make confident decisions about your money.
Whether you are just starting to invest or refining an established portfolio, we are here to offer steady, thoughtful support.
Learn more and connect with us through our website.
Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your situation. We take time to explain options in plain language, so you can make confident decisions about your money.
Whether you are just starting to invest or refining an established portfolio, we are here to offer steady, thoughtful support.
Learn more and connect with us through our website.