The HLS Group at Morgan Stanley is a team of experienced professionals who are committed to simplifying the financial lives of the clients we serve. Our clients include affluent individuals and their families, businesses and not-for-profit organizations, and the relationships we forge with them often extend to subsequent generations. Out teams’ unifying passion is the financial well-being of our clients and the greatest satisfaction we derive is in developing deeply personal relationships with our clients based on trust and mutual respect.
At a Glance
Financial Services Experience
Assets Under Management $820 million (as of 04/17)