Morgan Stanley Wealth Management

Morgan Stanley, founded in 1935, is one of the world's largest financial institutions that employs more than 50,000 employees in over 600 offices in approximately 30 countries. It offers a variety of financial products and services to individual investors, companies, institutions and government agencies. The company provides a wide range of services, such as securities lending, financial counseling, capital introductions, business consultation and brokerage execution. The services offered by the company also include alternative investments, securities underwriting, investment management and online trading. In addition, the company undertakes financing, securitization and trading of commercial mortgages and securities. Morgan Stanley has one of its offices in Carlsbad, Calif.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.