Peoria - Morgan Stanley - Peoria, IL
Morgan Stanley
401 Main St Ste 1000
Peoria, IL 61602

Branch(309) 671-2800
Fax(309) 671-3710
Toll-free(800) 527-3579

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What to Expect From Our Financial Advisors

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Obtaining your financial goals is number one on your list—and it’s also number one on your Morgan Stanley Financial Advisor's list.

Our client-centered approach includes a disciplined, five-step process that enables us to work with you to craft a strategy to help meet your individual financial needs. Through this process we will help you:

  • Develop a thorough understanding of your financial goals and objectives
  • Review and analyze your current financial situation
  • Identify and tailor solutions that can help you meet your specific needs
  • Implement your customized strategy, including personalized services and benefits
  • Monitor progress, periodically review strategies and maintain an ongoing commitment to your goals

All in all, your Financial Advisor will help grow, protect and distribute your assets and overcome any potential obstacles that may arise. He or she brings a comprehensive, strategic approach to all aspects of your personal finances, including:

Brokerage Solutions

  • Investments
  • Education savings products
  • Lending programs
  • Financial assessment tools

Advisory Solutions

  • Financial planning
  • Managed accounts

Life Cycle Solutions

  • Insurance coverage
  • Wealth planning services

Business Services

Executive Services

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