Our board of directors and senior executives hold the belief that capital can and should benefit all of society.įrom our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 87 years. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Underpinning all that we do are five core values.Įverything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.įrom our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Hear their stories and learn about how they are redefining the terms of success. Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. Stay abreast of the latest trends and developments. Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.įrom volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. Across all our businesses, we offer keen insight on today's most critical issues. Data from unranked advisors is derived from such advisors who have purchased a Barron’s Advisor Finder profile.At Morgan Stanley, we lead with exceptional ideas. Profile pages in Barron’s are available to: (i) all Barron’s actively ranked advisors whose data is obtained from the Barron’s Advisor rankings, as may be updated and supplemented by such ranked advisor through the purchase of an enhanced profile and (ii) unranked financial advisors who purchase a Barron’s Advisor Finder profile and have applied for a Barron’s Advisor ranking within 18 months or who are registered with the SEC, have at least 25 years of experience as a financial advisor and have no violations on their financial advisor record. Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field. The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. Source: (Awarded June 2010-2023).Data compiled by Barron's based on 12-month period concluding in Mar of the year the award was issued.ĬFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.Ģ010-2023 Barron's Top 100 Women Financial Advisors. Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.Ģ020-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State). 2019-2023 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State).
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