Harold Moran

Up-and-coming companies—and up-and-coming celebrities—are increasingly seeing the value of equity for endorsement deals. Let’s discuss how a deal like this may fit into your overall financial plan.

Come here for firm resources on all info, cybersecurity. Some topics include: how to protect your data, ways to protect yourself from hackers, how to know if you've been hacked and what to do if you've been hacked.

It’s that time of year again and it’s been a while since we’ve some normalcy. All around the world people are enjoying travel and vacation once again. Although Covid-19 may be lesser of a threat, cyber security with regards to travel is at its highest level in history. Learn where these threats lurk and how you can be protected the best.

Learn how Morgan Stanley is partnering with several organizations to advance sustainable investing and solutions. Investing millions, the firm is actively engaged in sustainable ideas and fighting to end plastic waste, carbon pollution and deforestation.

Your goals are my top priority, and my role as your financial advisor is to advocate for your best interests and to help you make informed, confident decisions about your financial life.

I begin by listening to your needs and getting to know you – where you are today and where you want to go. This insight into your concerns and aspirations becomes a guidepost that helps ensure that the advice I offer aligns with your goals, as well as the values that have shaped your life and the legacy you hope to create.

Working closely with you, I will develop an investment strategy focused clearly on your objectives — one that reflects your lifestyle expectations, cash flow needs, risk tolerance and vision for the future. From there, I will help you build a portfolio informed by the resources and intelligence available from Morgan Stanley, one of the world’s largest financial firms.

I also look beyond your portfolio to other aspects of your financial life to help identify blind spots, risks and opportunities, and connect you with other experienced tax and legal professionals who can offer advice to help you achieve greater clarity and control.

When you look at wealth management from a long-term perspective, one thing becomes clear: it’s your family’s future, not just your money. Over time, I can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important — your progress toward your goals and your ability to care for the people you love.

I pledge to always put your interests first. My clients realize how much competence and work goes into representing their best interest and value that level of dedication from me.

I have a significant moral obligation to deliver my best possible advice and guidance to represent your best interests.

I will work together to put a financial plan in place to help you solve short, intermediate and long term financial goals.

I will help you craft an investment strategy for both your individual accounts and your overall financial picture.

I commit to providing you with all the choices of products and services that Morgan Stanley offers to help you solve your financial puzzle.

I will fully disclose the costs for all those choices, and help you determine cost-effective solutions for you.

I will help you understand the markets- bringing both my internal and external research resources to each issue that affects your investment strategy.

I commit to regularly review your holdings, your accounts, your progress and your risk tolerance, in the pursuit of your financial goals. You can rely on me for planning, consultation, implementation, administration, and more.

I will connect with family members, beneficiaries and advisors, remaining impartial as I continually serve your objectives.

I look forward to working as your financial first responder- with you, your family and your friends for years to come.