Morgan Stanley University Drive
- Financial Planning/Financial Services
Working with many types of individuals and families has given our team the experience, perspective and skills to help you build a financial future.
As the financial world becomes more complex and investment choices multiply, careful planning becomes ever more important to helping you achieve your financial goals.
Together, we will explore a broad range of topics that are likely to influence your financial future - from your family situation to your career aspirations, from likely education expenses to the retirement you ultimately envision. What we learn will become the foundation for a financial and investment strategy based on who you and where you want to go. You will work with professionals who can translate your goals into custom designed wealth plan - customized to you and your needs for your financial future. Moreover, because we work as a team, you will always have access to a Financial Advisor who understands your specific goals and strategy.
The Bayshore Group
at Morgan Stanley
- Investment Management
- Education Funding
- Integrated Planning
- Business Strategies
Whom to Contact
- Kevin Lydon2825 N. University Drive Suite 400Coral Springs , FL 33065Phone: (954) 509-3500Fax: (954) 509-3535
South Of Sample Road, east side of University Drive, in the Morgan Stanley Plaza