William Glennon - Morgan Stanley

Business details

Category
Financial Services · Financial consultant, Investment service
Address
16000 Los Gatos Blvd, Los Gatos, CA 95032
Phone
(408) 358-0963
Website
advisor.morganstanley.com
County
Santa Clara County

About

William Glennon - Morgan Stanley is a financial consulting and investment services practice in Los Gatos, serving clients across Santa Clara County and the South Bay. We work with individuals and families to plan for their financial goals, from building and managing investments to thinking through long-term retirement strategy.

Our approach starts with understanding where you are today and where you want to be, so every recommendation is tailored to your situation rather than a one-size-fits-all plan. We aim to explain each step clearly, so you always know what we are doing with your money and why.

Our focus is on steady, thoughtful guidance you can rely on as your circumstances change over time.

To learn how we can help, visit our website to get in touch and schedule a conversation.