Edward Jones - Financial Advisor: Susanne C Thalman, AAMS®

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

We put you in the center of every decision to simplify your financial life. We aim to strengthen your family’s financial security through an integrated wealth strategy that emphasizes an education-first approach, accountability and transparency. Simply put, when you succeed, we succeed.

Morgan Stanley offers a variety of investment and brokerage services to individual investors. It offers a range of investment products that include stocks, bonds, mutual funds, annuities, futures, insurance policies and closed-end funds. The company also offers a range of insurance policies that include long-term care, disability income and life insurance policies. Additionally, it offers various financial planning services that include college, retirement and estate planning services. Morgan Stanley offers investor education and investment research services on stocks. The company also provides a range of credit and lending products. Morgan Stanley maintains an individual investors branch in Midvale, Utah.