Sterne Agee Fixed Income CPTL

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.

Visit our office today located in Warren, NJ. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

UBS Financial Services in Warren, NJ, is dedicated to providing tailored wealth management strategies that inspire confidence and foster long-term relationships with clients. Their experienced team, including Senior Vice Presidents Angus Miller and Peter Berzins, specializes in personalized financial planning, portfolio customization, and advising on philanthropic strategies for a diverse clientele, including corporate executives and nonprofit organizations. With a commitment to quality client service, UBS Financial Services emphasizes understanding each client's unique priorities and concerns. Their comprehensive approach includes strategies for liability management, concentrated stock diversification, and fixed income markets, ensuring that clients receive the attention and expertise necessary to achieve their financial goals. Generated from the website