Financial Advisors
San Jose, CA
Morgan Stanley Financial Advisors in San Jose provides comprehensive wealth management and investment services to individuals and families. As part of the globally recognized Morgan Stanley firm, their team of certified financial advisors offers personalized investment strategies, retirement planning, and portfolio management tailored to each client's financial goals. They serve the San Jose area with institutional-quality advice and access to Morgan Stanley's full range of financial products and services.
Ideal for: High-net-worth individuals, business owners, families planning for retirement, investors seeking comprehensive wealth management
Service area: San Jose and surrounding Silicon Valley communities
Morgan Stanley Brand: Part of a leading global financial services firm with extensive resources, research capabilities, and institutional expertise.
Personalized Advisory: Certified financial advisors develop customized investment and wealth strategies aligned with individual client goals and risk tolerance.
Address: 225 W Santa Clara St Suite 900, San Jose, CA 95113
Phone: (408) 947-2200
Website: advisor.morganstanley.com
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