The Charton Group at Morgan Stanley

There's no limit to your potential—during your career and beyond. Morgan Stanley Global Sports & Entertainment (GSE) pairs advanced experience in your complex industry with the global resources of a top-tier firm to help you achieve financial independence today and a legacy of greatness tomorrow.

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Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.

The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.

Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.

Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.

Goals Planning System (GPS) is Morgan Stanley’s own integrated planning tool. Built on the Firm’s intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is “On Track” to achieving their financial goals.

The Portfolio Risk Platform (PRP) is a state of the art wealth management platform providing real time analytics that enable financial advisors to identify and better understand risks in their clients’ portfolios.

We begin with an informal conversation to understand your financial concerns and determine how we can add value. If we all agree to move forward, we'll schedule our next meeting and request important financial information.

We continue the dialogue by fostering an in-depth conversation where we learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you've prepared and define your priorities.

Here, we utilize proprietary financial planning tools to develop a personalized and detailed plan with recommendations to help you grow, preserve and transfer your wealth.

In this step, we present appropriate strategies that are designed to work together to achieve your goals. Upon your approval, we open new accounts for you at Morgan Stanley and initiate our investment recommendations. We'll also begin to implement other strategies we've discussed. These often encompass tax minimization strategies, as well as risk management and estate planning techniques.

Committed to premium service, we focus on developing a relationship that provides special value to you and your family. As we begin to execute each strategy, we'll set up tools so you have immediate access to your account information. And because markets and personal needs evolve over time, we set up ongoing meetings to ensure your plan remains on schedule to achieve your goals.

This award was issued on2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 based on an evaluation process as described below. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following:
• Favorable regulatory and complaint history review. As defined by FSP, the wealth manager has not: 1.) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; 2.) Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP’s consumer complaint process.
• Personal bankruptcy filing within the past 11 years.
• Termination from a financial services firm within the past 11 years.
• Conviction of a felony.
• One-year client retention rate.
• Five-year client retention rate.

Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.