Annapolis - Morgan Stanley - Annapolis, MD
Morgan Stanley
Annapolis
410 Severn Ave Bldg B Ste 211
Annapolis, MD 21403

Branch(410) 268-5700
Fax(410) 295-5800
Toll-free(800) 877-3985

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Morgan Stanley is recognized as one of the industry's premier global wealth management firms. Working with a Financial Advisor, you can develop personal investment strategies to help meet your wealth management, retirement, education, wealth transfer and other financial needs.

Through your Financial Advisor, you can access Morgan Stanley's powerful capabilities:

  • Respected investment research
  • High-quality debt and equity offerings
  • Securities trading and asset management expertise
  • Financial tools and teams of specialists

Let financial planning help you reach your goals.

A comprehensive financial plan shows where you are today and compares it with where you want to be. It helps you utilize your resources more effectively—identifying potential shortfalls and surpluses—and it helps you develop strategies for reaching your goals.

Financial planning can help you prepare more effectively for the effect inflation will have on your retirement savings, the rising cost of education, market uncertainties and changing tax laws.

You and your Financial Advisor will also discuss your tolerance for investment risk and how best to update your plans as your circumstances, needs and priorities change. This can help you stay on track in meeting your goals.




Tax laws are complex and subject to change. Morgan Stanley its affiliates and Morgan Stanley Smith Barney Financial Advisors do not provide tax or legal advice. Individuals are urged to consult their personal tax or legal advisors to understand the tax and related consequences of any actions or investments described herein.

Planning for your children's education

For many parents, paying for college is a significant challenge. Time is short and the costs are high.

A Morgan Stanley Financial Advisor can help you determine what your savings target should be based on projected costs and then recommend appropriate tax advantaged investment strategies to help you reach your goals.

Planning for your lifetime—and beyond

There are many reasons to map out an orderly transfer of assets. Here are four of the most important ones:

  • You can control who manages and receives your assets at your death.
  • You can minimize administrative expenses and legal fees.
  • You can transfer a greater share of your assets to your heirs and favored charities and causes.
  • You can protect your heirs by providing them with wealth management continuity throughout your lifetime and beyond.




Morgan Stanley, its affiliates and Financial Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

A successful retirement is the one you plan for.

People are living longer, which means there are more retirement years for which to save and invest. Given an uncertain future for Social Security and fewer corporate pensions, most people now shoulder the full responsibility for planning their retirement.

The cost of your retirement depends on several factors:

  • How long you plan to keep working
  • Your anticipated cost of living
  • Your current retirement assets
  • Your current retirement savings and investment programs
  • Expected rates of inflation

A Morgan Stanley Financial Advisor can help analyze these elements and create a strategy designed to help prepare you for the future.

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