The Welley/Givens Group - Morgan Stanley

To provide family office resources for a small group of clients who have significant wealth and complex financial planning needs. The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to...

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

We believe that each financial situation is unique and deserves a customized plan, and we work to form close relationships with our clients through our unique team-based approach. Our unique approach, when combined with our full suite of services, allows us to deliver comprehensive solutions in W...