Morgan Stanley Financial Advisors

Nov 2023

I find it hard to recommend this business. I have been a loyal and satisfied client/customer of the same Vice President for over 27 years, and have maintained investment account balances of over 7 figures during that time and currently. That relationship survived my retirement move away from Maryland to Florida 16 years ago. Without benefit or courtesy of explanation, I received a letter notification from the firm that "for business reasons" I needed to move my accounts - thus ending that long-standing relationship.Apparently the firm recently instituted a policy requiring an alexander graham bell telephone phone call between my wealth adviser and me whenever a buy...read full review