Houston - Morgan Stanley - Houston, TX
Morgan Stanley
Houston
2800 Post Oak Blvd 18th Fl
Houston, TX 77056

Branch(713) 965-5000
Fax(713) 965-5050
Toll-free(800) 231-0060

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

Accomplishments:*

  • 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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