Five Reasons DIY Investors Choose – Morgan Stanley Financial Advisors

Your family turns to you for financial advice, for good reason. You save for retirement, keep your credit card debt low, and you’ve educated yourself on investing. Then one day, you look at all that you’ve accomplished on your own and realize, if only life was as simple now as it was when you started investing.
Why work with a Morgan Stanley Financial Advisor?
Your Morgan Stanley Financial Advisor and team will help you build on what you’ve achieved. We are transparent about our compensation – which is generally a percentage of the assets we manage on your behalf – from the beginning. Some commissions and fees may apply depending on the activities we conduct for you. Our interests are aligned as we work toward your goals, helping you manage change, risk and volatility.
Need more reasons? Here are five.
1. You’ll feel more confident
Count on your Morgan Stanley Financial Advisor—backed by the resources of a global firm—to surpass the bar you set for meticulous research, analysis and thoughtful, forward-looking advice.
FACT: 97% of affluent clients feel more confident as a result of using a financial advisor (Phoenix Marketing, Wealth and Affluent Monitor Q3 2021).
2. You’ll gain access to valuable investing opportunities
Your Morgan Stanley Financial Advisor can offer a full range of investments that aren’t always available on self-directed trading platforms. Interested in the latest industry innovation or alternative investing? Supporting environmental and social causes? Your Morgan Stanley Financial Advisor can help.
3. You’ll have an expert partner to answer your questions
Goals are personal, planning how to achieve them should be too. Whatever you need – whether it’s investment only advice or a comprehensive financial plan that’s pressure-tested to withstand the unexpected – you’ll have an experienced professional to clearly respond to your questions.
• Guidance on retirement, education, legacy planning and more.
• Tax Management Strategies to help you keep more of what you have earned.
• An open platform for investment solutions that are right for you, even if it’s not one of ours.
• A state-of-the-art risk management system that shows where risks are in your portfolio.
4. You can reach us how and when you want
Your Morgan Stanley Financial Advisor is available to meet in person, on video and by phone, on your schedule.
5. Your satisfaction is important to us
Simply put, we listen. We know clients are individuals with unique circumstances, and that we can’t succeed together if only one of us is listening.
FACTS: 97% of our clients say they are satisfied with the firm, and 98% are satisfied with how their Morgan Stanley Financial Advisor handles questions and requests (Morgan Stanley Client Council Survey, Q2 2021).
Brian Jacobs is a Executive Director/Wealth Advisor in Valencia CA at Morgan Stanley Smith Barney LLC (“Morgan Stanley”). He can be reached by email at brian.jacobs@morganstanley.com or by telephone at (661)290-2022
The information contained herein is for informational purposes only.  It is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who read it. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Past performance is not a guarantee of future performance.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts and estate planning, charitable giving, philanthropic planning and other legal matters.
Brian Jacobs may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where he is registered or excluded or exempted
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