Financial Advisors
Charlotte, NC
The DeSoto Wealth Management Group is a Morgan Stanley wealth management team serving Charlotte-area clients with comprehensive financial advisory services. They provide investment management, retirement planning, and personalized wealth strategies designed to help clients grow and protect their assets. As part of Morgan Stanley's global platform, they combine institutional resources with local expertise to address each client's unique financial goals.
Ideal for: High-net-worth individuals, Pre-retirees and retirees, Business owners, Families seeking comprehensive wealth strategy
Service area: Charlotte, North Carolina and surrounding areas
Morgan Stanley Platform: Access to Morgan Stanley's extensive research, investment products, and institutional resources combined with personalized local service.
Comprehensive Wealth Planning: Offers integrated financial strategies including investment management, retirement planning, and wealth preservation tailored to individual client needs.
Address: 6805 Carnegie Blvd Ste 400, Charlotte, NC 28211
Phone: (866) 403-6382
Website: advisor.morganstanley.com
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