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 www.morganstanleyfa.com/jesse_blount