Tad Davis-Morgan Stanley

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Morgan Stanley is one of the leading investment banks that provide a wide range of financial services and products. The company operates through various business segments, such as institutional securities, global wealth management group, asset management and financial services. It offers capital raising, corporate lending and financial advisory services to corporate and institutional investors. The company provides brokerage and investment advisory services and financial planning for individual investors and small- to medium-sized businesses. Its credit cards offer cash back, travel rewards and discount options. The company s investment banking services include advising and securities underwriting services. In addition, it offers investment options, including mutual funds, unit investment trusts and separately managed accounts.

Experience, intellectual capital and dedicated personal service to help you meet your life goals