Stephens

Morgan Stanley, founded in 1935, is a security brokerage firm that provides a variety of financial services to individual and business customers. It offers a range of services, such as asset allocation, financial counseling, property management and alternative investment. Its structured investment services are used to help clients achieve investment objectives by reducing the risk exposure of portfolios and providing access to a variety of assets, including stocks, bonds, interest rates, currencies and commodities. The firm also offers a range of credit and lending services for individual investors, including home financing and lending programs. The firm is located in Walnut Creek, Calif.

Our specialty is to help clients individually understand their investment needs and objectives. We help you chart your financial course individually and are able to respond to your questions and needs. Entering the uncharted financial world of the 21st century will be exciting and a great challenge. We are prepared to enter the 21st century with advanced institutional investment strategies to help you prosper.