David Frank - Raymond James

Morristown Wealth Management is a well-established financial services company located in Morristown, NJ. With a team of experienced professionals, they offer a personalized approach to managing wealth for a diverse range of clients, including business owners, corporate executives, families, and retirees. Their expertise and resources enable them to provide comprehensive services such as education planning, financial planning, investment solutions, portfolio management, retirement planning, and risk management. As an independent firm, they are committed to delivering exceptional service and helping clients pursue their financial goals and objectives. With a focus on managing risks rather than just returns, Morristown Wealth Management applies their proven expertise effectively to guide clients in making informed investment decisions. As a part of the renowned Raymond James network, they have access to a wide range of resources and tools to match the unique needs of each client. Established in 1962, Raymond James is one of the largest and most respected independent financial services companies in the country. Morristown Wealth Management is dedicated to providing valuable financial guidance and support, ensuring the long-term success and well-being of their clients.Generated from the website

Morgan Stanley is a global financial services firm and a market leader in securities, investment management and credit services. With more than 600 offices in 30 countries, Morgan Stanley helps people achieve their financial aspirations. It was in 1997 that Morgan Stanley combined the complementary skills and resources of two powerful organizations: Morgan Stanley, established in New York in 1935, and Dean Witter, established in 1924 in San Francisco. These distinguished pedigrees comprise a record of historic firsts: in national and international expansion, in the use of technology, and in the development of new financial tools and techniques that have redefined the meaning of financial services for individual, institutional and investment banking clients.