Morgan Stanley Smith Barney

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6004 La Madrona Dr
Scotts Valley, CA 95060

Morgan Stanley Wealth Management in Scotts Valley, CA, offers comprehensive financial services to individuals and businesses seeking investment advice and wealth management solutions.

With a focus on tailored strategies and personalized guidance, the firm assists clients in achieving their financial goals and planning for the future.

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Reviews

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3.04 reviews
Robert P.
10/13/2025

Have had excellent experience with John Howard with investment advice and alternative investments..He and his staff are always available to assist and his years of experience has been greatly...

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Karla L.
5/10/2018

I don't know what I'm doing when I'm investing and this office has been a huge help to me in figuring out how to manage my investments for my family. They're super responsive, patient, and always...

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Linda D.
8/17/2011

I would like to give no stars but I can't . We had money with the Palo Alto branch for many years and they made lots of money off us as we bought and sold primarily SUN Stock but then they...

Emma N.
8/10/2016

HORRIBLE experience. I would say in general the company is alright to invest with despite their ridiculous hidden charges in managing your money, however, working with one financial advisor at...

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