David Lerner Associates

Morgan Stanley Smith Barney LLC is one of the leading global wealth management firms. Based in West Palm Beach, Fla., it offers a range of products and services, including financial planning, credit lending, cash management, insurance, retirement plans, wealth planning and brokerage/investment advisory services, to name a few. The firm also provides personal investment strategies for retirement, education, wealth transfer and other financial needs. It caters to individuals, businesses and institutions besides serving nearly 550 corporate clients. Morgan Stanley Smith Barney LLC holds a network of more than 18,000 financial advisors and is a member of Securities Investor Protection Corporation (SIPC).

In the heart of Plantation, FL, lies Morgan Stanley Wealth Management, a renowned financial services hub offering a wide array of investment banking, wealth management, and investment management solutions to a diverse clientele ranging from corporations and governments to institutions and individuals. Embracing a client-centric approach, Morgan Stanley excels in delivering cutting-edge financial strategies by harnessing the expertise of a varied team and leveraging state-of-the-art technology across international markets. At Morgan Stanley Wealth Management in Plantation, FL, a culture of innovation and sustainability drives the firm to continually redefine industry standards and elevate the client experience. With a relentless focus on service excellence, this global financial powerhouse remains dedicated to providing tailored financial solutions that cater to the unique needs and aspirations of each client, solidifying its position as a trusted partner in navigating the complexities of the modern financial landscape. Generated using this brand's available information