The Fox Team at Morgan Stanley is a trusted financial advisory group that has been serving clients for decades. Led by David Fox and Brian Lum, the team is known for its professionalism, expertise, and personalized approach to financial planning. As a second-generation client, many have found the Fox Team to be an invaluable partner in achieving their financial goals. Whether clients are experienced investors or new to the world of finance, the team takes the time to thoroughly explain investment strategies, the stock and bond markets, and the importance of maintaining a balanced portfolio. Clients praise the Fox Team's patience, warmth, and commitment to understanding their unique needs and concerns. The team, including Cherie and Nicole, is highly responsive and accessible, providing assistance whenever it's needed. Over the years, the Fox Team has guided clients through major life transitions, such as moving, retirement, and more, ensuring a smooth process and helping them stay on track toward their personal goals. Clients consistently express gratitude for the team's expert advice and the peace of mind it has provided. With a track record of delivering results that exceed expectations, the Fox Team at Morgan Stanley is highly recommended by both long-term and new clients seeking reliable and trustworthy financial guidance.
I have been working with the Fox Team for almost 20 years. I am not an experienced investor. As a result, I usually have a large number of questions. The Fox Team is always very patient and thorough in explaining various options to me. They have taught me a great deal about the risk/reward side of investing.and the wisdom of maintaining a balanced portfolio. Over the course of 20 years, I have moved, retired, and moved again. I have always received support and advice from the Fox Team that made each of these transitions smooth and another step toward reaching my personal goals. Without reservation, I would recommend the Fox Team to anyone seeking financial investment...read full review
I have been working with the Fox team for decades. My father started investing with Neil Fox when I was kid and I invested my first $1000 with Neil. Neil's son, David joined the team and I trusted them both with my future. As a social worker, being able to save for retirement seemed daunting. Neil and now David not only give excellent financial advise, they are kind and take the time to explain finances, the stock market, bond market and investment strategy. I am confident that my family's future is secure because the Fox team takes the time to understand the wants and needs of their clients. I highly recommend the Fox team to all who want to build a secure financial...read full review
The Fox team has been handling my family‘s finances for many years. I am a second generation client and can highly recommend their expertise and acumen when it comes to financial planning and security for the future. David and his team are professional and always very helpful. If you are looking for a brokerage team you can depend on, I recommend wholeheartedly the Fox team at Morgan Stanley of Boca Raton.