Waddell & Reed

Founded in 1935, Morgan Stanley is a leading global firm that offers financial advising services to companies, governments and investors worldwide. It operates more than 600 offices in over 30 countries. The firm provides wealth management, brokerage, and sales and trading services. It offers advisory and consulting services related to debt financing, equity underwriting, and mergers and acquisitions. The firm provides a variety of investment-related products that includes stocks, bonds, mutual funds and annuities. Morgan Stanley also offers various financing products and credit and lending services. The firm provides research reports and analysis of various companies, industries, markets and world economies. It additionally offers multi-asset class solutions and portfolio assessment services. The firm conducts charitable events and supports several educational institutions, medical centers and community organizations. Morgan Stanley is headquartered in New York City and maintains offices in Pittsburgh.

As a client driven Wealth Management Firm, we work in a Fiduciary capacity for our clients and provide them with highly personalized financial planning services. We guide our clients through all stages of their financial lives so as to increase their potential and reduce risk while addressing their goals. Service, Dedication and Passion are what drives us everyday for you, our client. Securities offered through first Allied Securities, Inc. a registered Broker/Dealer, Member FINRA/SICP. Advisory services offered through first Allied Advisory Services, Inc. a registered Investment Advisor. First Allied is under separate ownership from any other named entity.

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