It involves a deep awareness of who you are and the financial forces at work in your life. It means helping you organize and manage your wealth in a way that reflects your personal values and the realities of your life. We are a closely-knit advisory team who understands the importance of family and the desire to leave an enduring legacy. Working together, we bring decades of wisdom and a seamless
continuity in our values.* Most importantly, we offer a generational approach to managing wealth that provides a balance of perspectives to help you – and your children – make informed financial decisions now and in the future. NMLS #: 1949126
*Please see the team website, https://advisor.morganstanley.com/the-money-sense-team, for details about the members, their functional titles and their individual years of experience.
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