Dallas - Morgan Stanley - Dallas, TX
Morgan Stanley
Dallas
5001 Spring Valley Rd Ste 900
Dallas, TX 75244

Branch(972) 774-6500
Fax(972) 774-6642
Toll-free(800) 366-9194

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Morgan Stanley is recognized as one of the industry's premier global wealth management firms, with vast research capacity and comprehensive business capabilities to help you take your practice to new levels of excellence.

Corporate Equity Solutions

  • Global Stock Plan Services
  • Executive Benefit & Financial Services
  • Directed Share Programs
  • Corporate Cash Management
  • 10b5-1 Trading Plans

Graystone Consulting

  • Customized Institutional Consulting
  • Investment Policy
  • Asset Allocation
  • Manager Research & Evaluations
  • Ongoing Performance Monitoring & Analysis

Private Wealth Management

  • Tax Efficient Asset Allocation
  • Portfolio Construction and Management
  • Hedging Strategies
  • Concentrated/Restricted Stock Advice
  • Directed Shares, Stock Plans, 10b5-(1) Programs
  • Capital Markets and Investment Banking Interaction
  • Stock Option Analysis
  • Pre-Liquidity Planning

Wealth Management

  • Consulting Group Services
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Investment Products
  • Capital Markets
  • Business Owners Planning
  • Trust Services
  • Family Wealth Advisory Services
  • Banking and Lending
  • Philanthropy Management
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