Peoria - Morgan Stanley - Peoria, IL
Morgan Stanley
Peoria
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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The Financial Advisors at the Peoria 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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