John Ayers, CFP® CIMA®, Financial Advisor, Vice President at Morgan Stanley:
Comprehensive wealth management; a personal commitment
When choosing a Wealth Manager its important to understand his or her principles and beliefs. Here are a few of mine:
" Relationships between Client and Adviser should be based on shared values and candid, free-flowing conversations which continue throughout the relationship.
" It is important that I learn about your family, other people that are important to you, your personal style and any other concerns you may have so we can formulate the best possible investment plan for you.
" I take the time to understand Clients values and goals, helping them to identify and articulate specific and attainable targets.
" When it comes to investments, I believe that success depends on discipline and a long-term perspective, not on chasing profits or short-term strategies. We also dont get emotional over a stock or a trade.
" My clients are entitled to th
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