Morgan Stanley Wealth Management – Booth 15


At Morgan Stanley our mission it to do first class business in a first class way. We create long-lasting client relationships that are based on trust, confidentiality, and communication.

We specialize in providing complimnetary financial literacy seminars, 401k plan design and review, and estate planning seminars.
Typically our seminars are offered on a lunch and learn basis. After our presentations your employees are educated and empowered to make wise decisions on a wide variety of important financial topics.

We are a diverse company searching new and diverse clients. With more than 45 years collective experience at Morgan Stanley, the Blount Group is ready to serve.

Please visit

Jesse Blount
(408) 947-3784

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