Morgan Stanley Financial Advisors
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403
- Phone
- (707) 524-1000
- Website
- advisor.morganstanley.com
- County
- Sonoma County
About
Families and retirees across Santa Rosa and Sonoma County turn to Morgan Stanley Financial Advisors for personal financial consulting and investment services that help clients plan with confidence. We work with individuals and households in the North Bay to build investment strategies around their goals, whether that means saving for retirement, growing a portfolio, or preparing for the next stage of life.
Our advisors take the time to understand each client's situation before recommending a course of action, so every plan reflects real priorities rather than a generic template. We aim to explain our reasoning in plain language, so clients always know where their money stands and why each decision is being made.
Book through our website to schedule a conversation with our team.
Our advisors take the time to understand each client's situation before recommending a course of action, so every plan reflects real priorities rather than a generic template. We aim to explain our reasoning in plain language, so clients always know where their money stands and why each decision is being made.
Book through our website to schedule a conversation with our team.