The Market Street Group at Morgan Stanley

The Market Street Group at Morgan Stanley Our team helps you define and meet your goals through a comprehensive planning process. MSSB is not responsible for content posted by third-parties.

We design investment plans based on your unique situation, to grow and preserve your wealth for future goals and generations. Goals-Based Wealth Management: Our process starts with assessing your family’s complete financial picture, so that we can optimize an investment plan based on your unique needs and goals. We design and implement an investment plan that addresses your estate and tax plannin

g issues, and lending and cash management solutions. Investment Process: We implement an investment process based on your goals and risk tolerance to create a portfolio that is appropriate for you. Through our firm’s extensive research and intellectual capital, we have access to a diverse lineup of investments that we utilize to design portfolios. Full Suite of Services: Working closely with our Private Banker, clients have a robust cash management platform to manage their day to day finances, and lending solutions.

© 2018 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC. NMLS #: 1312853, NMLS # 1297856

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.
12/19/2023

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.

Reduce the risk of fraud and help ensure your money is going to a deserving charity instead of a devious criminal by following these tips.

Interested in donating more complex assets this season? Let’s talk about how to make donations to your Morgan Stanley GI...
12/07/2023

Interested in donating more complex assets this season? Let’s talk about how to make donations to your Morgan Stanley GIFT account.

There’s more to charitable giving than you may realize. Here’s one method that may be tax-efficient and can help maximize your impact.

Don’t get fooled by these five holiday scams. Find out how to protect yourself.
12/07/2023

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Stay a step ahead of cybercriminals this season by being aware of these scams.

12/05/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

May your hearts and homes be filled with gratitude this Thanksgiving.
11/22/2023

May your hearts and homes be filled with gratitude this Thanksgiving.

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved...
11/17/2023

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.
11/13/2023

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.

Cybercriminal activity continues to evolve. Stay up-to-date about common schemes you might encounter so you can help prevent fraud.

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for yo...
11/11/2023

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for your service.

11/01/2023

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

You’ve probably heard of cybersecurity terms like ransomware, phishing and encryption. But do you really know what they ...
10/19/2023

You’ve probably heard of cybersecurity terms like ransomware, phishing and encryption. But do you really know what they mean? Our guide breaks down what you should know.

When it comes to cybersecurity, knowledge is your first line of defense.

Explore the pay, benefits and bonus structures that single family offices are using to attract and retain talent in Morg...
10/16/2023

Explore the pay, benefits and bonus structures that single family offices are using to attract and retain talent in Morgan Stanley’s latest benchmarking report. https://mgstn.ly/479PsVd

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300 Market Street/3500 Colonnade Pkwy In Birmingham
Decatur, AL
35601/35243

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+12565529436

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