Finding a qualified financial advisor matters a lot for your financial well-being. A good advisor helps you make smart money decisions. Morgan Stanley Boca Raton offers top-notch advisors. Clients love how these advisors handle questions and requests. In fact, 97% of clients feel satisfied with their service. You get personalized advice that fits your needs. The advisors in Boca Raton focus on helping you reach your financial goals. Choosing Morgan Stanley means you get expert guidance. Your financial future deserves the best care.
Using the Official Morgan Stanley Website
Accessing the Advisor Search Tool
Navigating the Morgan Stanley website is your first step to finding a financial advisor in Boca Raton. Start by visiting the official site. The homepage offers various options, but focus on the “Find an Advisor” section. This tool helps you locate advisors based on location and expertise.
Using the search tool is straightforward. Enter “Boca Raton” in the location field. The tool will display a list of available advisors in the area. Each advisor has a profile that provides essential details.
Understanding the Information Provided
Advisor profiles offer a wealth of information. Each profile highlights the advisor’s qualifications and experience. You can learn about their educational background and certifications. This information helps you assess if the advisor meets your needs.
Contact information is also readily available. You can find phone numbers and email addresses to reach out directly. Scheduling consultations is easy. Many advisors offer online booking options. This convenience allows you to set up meetings at your preferred time.
Morgan Stanley Boca Raton advisors aim to understand your financial dreams and concerns. These professionals collaborate with you to achieve your goals. You receive personalized advice tailored to your unique situation.
Visiting Local Branches
Exploring local branches offers a personal touch when seeking financial advice. Morgan Stanley Boca Raton provides two convenient locations for you to visit. Each branch has unique offerings and experienced advisors ready to assist with your financial needs.
Military Trail Branch
Location and Contact Details
The Military Trail Branch sits in a prime spot in Boca Raton. You can find this branch at 5550 Glades Road, Suite 300, Boca Raton, FL 33431. Reaching out is easy. Call the branch at (561) 620-5000 for more information or to set up an appointment. The branch welcomes walk-ins, but scheduling ensures you get the attention you deserve.
What to Expect During a Visit
Visiting the Military Trail Branch gives you a chance to meet advisors face-to-face. The friendly staff greets you upon arrival. Advisors listen to your financial goals and concerns. The team explains services like investment strategies and retirement planning. You leave with a clear understanding of how Morgan Stanley Boca Raton can help achieve your financial dreams.
Boca East Branch
Location and Contact Details
The Boca East Branch is another excellent option. Located at 1801 North Military Trail, Suite 300, Boca Raton, FL 33431, this branch is easily accessible. To contact the branch, dial (561) 620-5000. The staff is eager to answer questions and assist with your financial needs.
Services Offered at This Branch
The Boca East Branch offers a range of services tailored to fit your needs. Advisors specialize in wealth management, estate planning, and investment advice. The team focuses on creating personalized financial plans. You receive guidance that aligns with your goals. Morgan Stanley Boca Raton advisors ensure you understand each step of the process.
Visiting these branches provides a valuable opportunity to connect with experts. Morgan Stanley Boca Raton advisors are committed to offering top-notch service. Your financial future deserves the best care, and these branches deliver just that.
Reaching Out to Specific Teams
Connecting with specific teams at Morgan Stanley Boca Raton can offer you specialized financial services. Each team focuses on unique areas of wealth management. You get the expertise tailored to your needs.
Harbor Financial Group
Specialized Services Offered
The Harbor Financial Group provides a range of specialized services. The team excels in comprehensive wealth management. You can expect personalized investment strategies. The group also offers retirement planning and estate planning. Business owners can benefit from family business planning services. The team focuses on aligning financial strategies with your life goals. You receive advice that considers your entire financial picture.
How to Contact the Team
Reaching out to the Harbor Financial Group is simple. You can visit their office at 595 S. Federal Highway, Suite 400, Boca Raton, FL 33431. Calling the team at (561) 393-2088 connects you directly with their advisors. You can also send a fax to (561) 393-6250. The team welcomes inquiries and is ready to assist you. Scheduling a consultation allows you to discuss your financial needs in detail.
South Florida Group
Specialized Services Offered
The South Florida Group at Morgan Stanley Boca Raton offers distinct services. The team specializes in investment management. You can also explore options for tax-efficient investing. The group provides guidance on philanthropic giving. Clients interested in sustainable investing find valuable insights here. The team works to create strategies that reflect your values and objectives. You gain access to a broad spectrum of financial solutions.
How to Contact the Team
Contacting the South Florida Group involves a straightforward process. You can reach out through the Morgan Stanley Boca Raton office. Advisors are available to discuss your financial goals. The team encourages you to set up a meeting. This ensures you receive focused attention on your financial plans. Engaging with the South Florida Group offers you a path to achieving your financial aspirations.
Morgan Stanley Boca Raton provides you with a wealth of resources. The dedicated teams ensure you receive expert advice. Your financial journey benefits from their specialized knowledge. Taking the step to contact these teams can transform your financial future.
Finding the right financial advisor can change your financial future. Morgan Stanley Boca Raton offers many ways to connect with experienced advisors. You can use the official website, visit local branches, or reach out to specific teams. Each option provides personalized service tailored to your needs.
Heather W. shared, “The financial advisors at Morgan Stanley have always given us good steady investment advice.”
Debra N. mentioned, “Jimmy Bennett has grown my minuscule account and grown it.”
Contacting a Morgan Stanley advisor could be your next step toward financial success.