Boise - Morgan Stanley - Boise, ID
Morgan Stanley
101 S Capitol Blvd, Suite 401
Boise, ID 83702

Branch(208) 338-2700
Fax(208) 338-2750
Toll-free(800) 247-7813

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Our Financial Advisors

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The Financial Advisors at the Boise exemplify professionalism, objectivity and integrity in the way they establish and maintain their business relationships with individuals, families and institutional clients.


  • Excellence. Several of our Financial Advisors hold Morgan Stanley Club appointments (recognition for professionalism, success and dedication to clients).
  • Productivity. A substantial number of our Financial Advisors’ rank in the top half of the industry for average gross production.
  • Competency. A sizeable number of our Financial Advisors have completed extensive continuing education courses and attained professional designations that include CERTIFIED FINANCIAL PLANNER (CFP) and Certified Investment Management Analyst (CIMA).
  • Teamwork. Many of our Financial Advisors and staff work as part of a team.
  • High Net Worth Client Relationships. A considerable portion of our client households have a balance of $1 million or greater.

* As of January 2013, as published in the Firm’s Focus Report

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