Talk of The Villages Florida - View Single Post - How did you choose your financial advisor?
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Old 06-10-2024, 07:38 AM
Grill Meister Grill Meister is offline
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Default Asset Management

I am sure you will get any number of suggestions; however, I have had the same asset manager, advisor for the past 20 years and he has caused steady growth in my portfolio. Contacting me frequently to discuss various options based upon my attitude of "play it safe"...."let's go for it"....or "what do you advise." Here is his contact information:
KEN WINGERTER, VP INVESTMENTS, MORGAN STANLEY WEALTH MANAGEMENT
8889 PELICAN BAY BLVD., STE. 300 , NAPLES, FL, 34108
Phone: (239) 449-7830
Ken.Wingerter@morganstanley.com
(239) 449-7830 800.234-9928 MOBILE