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The Morgan Stanley Client Experience


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WHAT TO EXPECT FROM A MORGAN STANLEY FINANCIAL ADVISOR

Our Financial Advisors’ experience, access to industry-leading resources, and a
higher standard of excellence can help you achieve what’s important to you,
whatever happens next.


START WITH A PERSONALIZED PLAN

Your Financial Advisor will listen to you—and then tailor a personalized plan
for goals such as retirement, college, tax efficiency, generational wealth, and
philanthropy.


GET A CUSTOMIZED INVESTMENT STRATEGY

We then support your plan with a customized investment strategy leveraging
market intelligence from the Firm’s highly regarded team of analysts,
strategists, and economists, as well as world-class solutions.


STAY INFORMED WITH FREQUENT UPDATES

We’ll keep you informed with frequent portfolio updates and market commentary,
and you’ll be able to securely view your account 24/7 online and through our
mobile app.


ENJOY ONGOING CONTACT AND ACCESS

Meet regularly with your Financial Advisor to talk about your portfolio, discuss
evolving priorities, and address complex needs such as estate planning and
liquidity events.


ETRADE FOOTER



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The material provided by Morgan Stanley Smith Barney LLC, Morgan Stanley or any
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for educational purposes only and is not an individualized recommendation. This
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before establishing a Retirement Account, and (b) regarding any potential tax,
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with respect to a Retirement Account.





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