Business Details
50+ Years
experience
Your Trusted Partner for Financial Services Solutions
Since 1935, Morgan Stanley has consistently delivered first-class business in a first-class way, guided by five core values: doing the right thing, putting clients first, leading with exceptional ideas, committing to diversity and inclusion, and giving back. Our global presence enables us to provide keen insights across regions and markets, helping clients raise, manage, and distribute capital to achieve their goals. With over 80,000 employees worldwide, we combine personalized advice with modern technology to serve individuals, institutions, and governments. Our Wealth Management division offers tailored solutions for building and preserving wealth, while our Investment Banking & Capital Markets team provides advisory and capital-raising services globally.We prioritize sustainability through innovative financial products and research, addressing climate change and social equity. Our commitment to technological innovation ensures secure, scalable platforms for all business areas, and our culture of inclusion fosters diverse perspectives to better serve clients. Through philanthropy and employee engagement, we support communities and address critical issues like children's mental health and food insecurity.
Services
Wealth Management
Investment Banking
Research
Sustainable Investing
Morgan Stanley at Work
Details
- Year established: 1935
Highlights and features
- We have 90 years of experience in global financial services
- Our client-first approach leverages integrated firm resources
- We implement patented AI-driven tools for market analysis
- Our team champions diversity and inclusion across operations
- We lead in sustainable finance with $1 trillion mobilization targets
What people say
Exceptional investment insights
Strong sustainability focus
Global expertise
Innovative technology platforms
Dedicated client service
Services
Wealth Management
We help individuals and institutions build and preserve wealth through personalized financial planning and investment strategies. Our services include portfolio management, retirement planning, and tax-efficient solutions tailored to clients' unique goals. With access to global market insights and proprietary research, we deliver comprehensive wealth strategies that adapt to evolving financial landscapes.
Investment Banking
We provide advisory and capital-raising services for corporations, governments, and institutions worldwide. Our expertise spans mergers and acquisitions, equity and debt offerings, and strategic financial consulting. Leveraging deep market knowledge and a global network, we help clients navigate complex transactions and optimize capital structure in dynamic economic environments.
Sustainable Investing
We offer investment products and strategies that integrate environmental, social, and governance (ESG) factors. Our sustainable finance solutions help clients align financial objectives with societal impact, including green bonds, impact investing, and climate-focused portfolios. With $1 trillion mobilization targets, we combine financial expertise with sustainability leadership to address global challenges.
Research
We deliver timely, data-driven insights across asset classes, sectors, and global markets. Our research covers macroeconomic trends, company analysis, and industry-specific intelligence to support informed investment decisions. Combining quantitative models with expert commentary, we provide actionable recommendations that help clients capitalize on market opportunities and mitigate risks.
Morgan Stanley at Work
We provide employer-sponsored financial programs combining personalized advice with digital tools. Services include retirement plans, stock plan administration, and employee financial education. Our platform helps organizations enhance workforce financial wellness while meeting compliance requirements through integrated, user-friendly solutions.
People
Ted Pick
Chairman and CEO
Ted Pick leads Morgan Stanley as Chairman and CEO, overseeing global strategy and operations. With decades of financial industry experience, he drives the firm's commitment to client service, innovation, and sustainable growth while maintaining its core values.
Susan Reid
Global Head of Talent
Susan Reid oversees talent development at Morgan Stanley, focusing on diversity and professional growth. She leads initiatives to attract top talent and create inclusive career pathways across the firm's global operations.
Carla Harris
Senior Client Advisor
Carla Harris serves as Senior Client Advisor, leveraging her extensive capital markets expertise to advise institutional clients. A champion of diversity, she mentors professionals and promotes inclusive leadership across the financial industry.
Melissa James
Managing Director, Vice Chairman, Global Capital Markets
Melissa James leads key capital markets initiatives as Managing Director and Vice Chairman. She specializes in strategic advisory for corporate clients and actively promotes women's advancement in finance through mentorship and leadership programs.
Questions
What financial services does Morgan Stanley offer?
We provide wealth management, investment banking, research, sustainable investing, and workplace financial solutions for individuals and institutions.
How does Morgan Stanley approach sustainability?
We integrate ESG factors into investments, target $1 trillion mobilization for sustainable solutions, and maintain carbon-neutral operations with 100% renewable electricity.
What technology innovations does Morgan Stanley use?
We employ AI-driven market analysis tools, machine learning for risk assessment, and digital platforms enhancing client access to financial services and real-time insights.
How can I access Morgan Stanley research?
Research reports are available through our website, client portals, or by connecting with a Morgan Stanley financial advisor for personalized market insights.
What community initiatives does Morgan Stanley support?
We focus on children's health, mental wellness, and food security through the Alliance for Children's Mental Health and global volunteer programs.
How do I start working with Morgan Stanley?
Contact a local financial advisor through our website, explore digital brokerage options via E*TRADE, or apply for institutional services through our business portals.
Reviews (4)
Negative N.
Dec 22, 2021
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Loading dock security is so unprofessional. There was a woman there who was getting yelled at because she had to go for a meeting. Unprofessional. The cross-eyed security guard so disrespectful and the other two guys were just laughing smh if that was my sister or daughter id be in handcuffs
Karen D.
Aug 06, 2019
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My review is limited to the Morgan Stanley online service. Do not lose your password! The reset process is rediculously time consuming. I oversee my stepmother's relatively small nested invested with MS. My password was deactivated because I failed to log in within the past year. Unable to reset the password online, I worded through our MS office and an online technical expert. After going through more verification steps than required for a top secret clearance, we were able to reset the password and I gained access to the account. Later in the day I tried to log-in and was shut out
Osi M.
Jun 28, 2018
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I had really bad experience with ERIC DAVIS at Morgan Stanley! He is a broker who is currently holding my money and spose to manage the funds. I would like to say he is unreliable and dishonest I am trying to get the funds out and its been 2 month that he playing games to excuse the transfer to another bank. He doesn't returns calls emails and I had to file a complaint on him with Compliance dep! Do NOT put your trust in him. I DO NOT LIKE THE FIRM either find an IFA expert and invest yourself.
Jeri G.
Apr 14, 2016
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Worst customer service I've ever encountered at any financial institution. They are also thieves!
