Smith Davis Group - Morgan Stanley Financial Advisors
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 3562 Round Barn Cir 1st Flor, Santa Rosa, CA 95403
- Phone
- (707) 524-1000
- Website
- advisor.morganstanley.com
- County
- Sonoma County
About
At Smith Davis Group - Morgan Stanley Financial Advisors, we help families and individuals across Santa Rosa and Sonoma County plan with confidence for the financial goals that matter most to them. We work as financial consultants and investment advisors, offering guidance on investment strategy, portfolio planning and long-term wealth management.
Our approach starts with understanding your personal goals, timeline and comfort with risk, so the advice we give fits your life rather than a generic template. We take the time to explain each recommendation clearly, so you always know where your money stands and why we are suggesting each step.
Whether you are building savings, preparing for retirement or looking after assets you have already built, we aim to keep you informed and supported at every stage.
You can learn more on our website, or call or stop by to talk through your financial situation with us.
Our approach starts with understanding your personal goals, timeline and comfort with risk, so the advice we give fits your life rather than a generic template. We take the time to explain each recommendation clearly, so you always know where your money stands and why we are suggesting each step.
Whether you are building savings, preparing for retirement or looking after assets you have already built, we aim to keep you informed and supported at every stage.
You can learn more on our website, or call or stop by to talk through your financial situation with us.