Charlotte Wealth Advisors

Morgan Stanley, established in 1935, offers a wide range of investment and brokerage services to individual investors. The company offers a range of investment products that include stocks, bonds, mutual funds, annuities, futures, insurance policies and closed-ended funds. The company also offers a wide range of structured and alternative investment options. Additionally, it provides a variety of account options for individuals, which include investment, retirement and business accounts. Morgan Stanley also offers investor education and investment research services on stocks. The company also offers a variety of market research reports and information on initial public offerings. Morgan Stanley maintains an individual investors branch in Charlotte, N.C.

Kemble Financial, located in Matthews, NC, is a trusted name in financial services with 25 years of experience. As expert financial planners and advisors, we offer comprehensive investment services tailored to meet your unique financial goals. Our team specializes in financial planning, wealth management, tax solutions, and life insurance, providing a holistic approach to your financial well-being. With a quarter-century of industry expertise, Kemble Financial has established itself as a leading investment service provider in the Matthews area. We understand that each client's financial situation is unique, which is why we offer personalized strategies to help you achieve your short-term and long-term financial objectives.