D.A. Davidson

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlottesville, VA area, Shelly Pellish will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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

Morgan Stanley, established in 1935, offers a wide range of investment banking, research, sales, trading and asset management services. It also offers securities underwriting, investment management, and financial and estate planning services. Its investment management portfolio includes various products, such as mutual funds, separately managed accounts, and alternative investment plans for individual and institutional investors. It also offers a wide range of solutions to international investors that include individuals, corporations, institutions and government agencies. In addition, the company offers brokerage services to professionals who specialize in risk management and international operations. It operates the Morgan Stanley International Foundation, a charitable institution that makes grants to various nonprofit organizations. Headquartered in New York City, Morgan Stanley has more than 600 offices in over 30 countries.