Giminez, Josh

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Nicole T Edwards-Morgan Stanley, situated in Columbus, OH, stands as a distinguished branch of the global financial services firm, Morgan Stanley. Offering a comprehensive range of services including investment banking, wealth management, and investment management, this establishment caters to corporations, governments, institutions, and individuals alike. Through a blend of client-focused service, forward-thinking innovation, and a dedication to sustainable practices, Nicole T Edwards-Morgan Stanley ensures a holistic approach to financial solutions. With a foundation built on a diverse team of seasoned professionals and cutting-edge technology, Nicole T Edwards-Morgan Stanley excels in delivering seamless financial strategies that span across international markets. Embracing a culture of excellence and a drive for continual growth, this branch embodies the core values of Morgan Stanley, making it a trusted destination for those seeking expert financial guidance in Columbus, OH. Generated using this brand's available information

We take a comprehensive approach to financial planning and create customized foundational plans that allow our clients to be financially secure in any economic environment. Intelliplan Financial is an independent financial planning firm located in Columbus, Ohio and founded by Joe Overfield. After spending 7 years in the planning industry, Joe recognized the need and developed a specific planning firm dedicated to specializing in "foundational" financial planning. Foundational planning concentrates on the portion of one's portfolio that requires safety, liquidity, and guarantees in any economic environment no matter the condition of the markets. We are dedicated to educating our clients to make informed financial decisions and guiding them along the path to--and through--retirement and providing guaranteed income for life.