Lazard Middle Market

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.

Gateway Wealth Management, part of UBS in Charlotte, NC, specializes in sophisticated wealth management and strategic planning for a select group of successful families, entrepreneurs, and corporate executives. Their team, composed of certified professionals, offers personalized advice to navigate the complexities of financial transitions, including ownership transfer, divorce, and retirement. With a commitment to developing long-term relationships, Gateway Wealth Management focuses on providing customized strategies that align with clients' financial goals. Their expertise in exit planning positions them uniquely to guide business owners through the owner-to-investor transition, ensuring informed decision-making for clients' businesses, families, and legacies. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy