Morgan Stanley Financial Advisors
1201 Wills Street, Baltimore, Maryland 21231
About the Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a renowned finance institution located at 1201 Wills Street in Baltimore, Maryland, United States. Our team of experienced financial advisors is dedicated to providing top-notch financial planning and investment services to help our clients achieve their financial goals. With a focus on personalized solutions and expert advice, Morgan Stanley Financial Advisors is committed to helping individuals and businesses navigate the complex world of finance with confidence and success.
Reviews of Morgan Stanley Financial Advisors
"I find it hard to recommend this business. I have been a loyal and satisfied client/customer of the same Vice President for over 27 years, and have maintained investment account balances of over 7 figures during that time and currently. That relationship survived my retirement move away from Maryland to Florida 16 years ago. Without benefit or courtesy of explanation, I received a letter notification from the firm that "for business reasons" I needed to move my accounts - thus ending that long-standing relationship. Apparently the firm recently instituted a policy requiring an alexander graham bell telephone phone call between my wealth adviser and me whenever a buy or sell trade order was placed. I asked repeatedly why this was necessary. A "Risk Officer" repeatedly refused to provide an explanation in writing - a position that I found annoying. I realize that such a phone call can be (and apparently is being) recorded by MS as evidence of the order. I find phone calls to be unsafe while driving and I resist calling, preferring text or email confirmation. I wanted and expected to be provided with supportive evidence of the reason for the change (or institution) of the policy - i.e., the same kind of "proof" that Morgan Stanley demands to have. I can't record a phone explanation. Verbally, she once stated to me that it was important for them to confirm who the request came from, and that a text or email confirmation would not provide them with that - anyone could be posing as me? I questioned how their system easily allowed me to log on to my account, and identified my email and texts and allowed online trading to be executed, but the firm would not accept that logon identification in buy and sell orders that were not confirmed by telephone. She would never provide a rationale in writing, and I simply stopped ignored answering her attempts to tell me anything by phone - something that I could not have as proof, similar to what they have by recording my telephone call. Neither she nor her supervisor(s) in Baltimore would commit an explanation in writing. And, weeks later, the shocking order came to move my business elsewhere was received in a letter, and I was forced to find another Wealth Management business - which I have now done. At least in Baltimore, this office of the firm is not a client-friendly environment, or my account was too small potatoes to work very hard to retain. Discouraging."
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