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Raymond James Financial Services in Louisville, KY is a global financial firm founded in 1962, specializing in providing trusted advice and tailored strategies for individuals and institutions. The firm offers a wide range of services including wealth management, investment solutions, financial planning, estate planning, banking, lending, insurance, and institutional services. With a commitment to client success, Raymond James focuses on helping individuals achieve their financial goals while also realizing their own potential. The firm's dedication to doing what's right for clients underscores its mission to provide sophisticated financial solutions and guidance. Generated from the website

Morgan Stanley is an investment bank, retail broker and credit card provider that maintains a location in Louisville, Ky. It is a global financial services firm that provides a wide range of investment banking, securities, investment management, wealth management and credit services. The firm serves various clients, including corporations, governments, institutions and individuals. It operates through 600 offices in over 30 countries. The firm operates through various business segments, such as Institutional Securities, Global Wealth Management Group, Asset Management and Discover. It provides several services, including brokerage and investment advisory and financial and wealth planning services. The firm also offers a wide range of products, such as annuity, insurance, credit and other lending products. It additionally provides banking, cash management and retirement services.

Experience, intellectual capital and dedicated personal service to help you meet your life goals