No news flash needed here Morgan Stanley is one of the largest, most established and most respected wealth management firms in the world, operating right here in Gwinnett County.
$1.8 Trillion in Client Assets
6.6 Million Client Accounts
$126 Billion in Bank Deposits
80 Years of Experience1
Melanie Walton CFP® and David Snyder, Financial Advisors at the Walton/Snyder Group at Morgan Stanley in Gwinnett, are helping high net worth individuals and families reach their financial objectives. When you look at wealth management from a long-term perspective, one thing becomes clear: it”s your future, not just your money. “We provide a disciplined sense of focus on what”s most important progress toward your financial goals,” says Walton.
We put clients first, wealth is what we do, and our advice is based on your unique needs, adds Snyder. And we are here with solutions and innovation, offering a wide range of services from planning for retirement, to creating a tailored wealth management plan, to building a unique legacy. The Walton/Snyder Group at Morgan Stanley with over two decades of experience2 is dedicated to your financial success! And we do it every day, right here in Gwinnett County.
To learn more, contact the Walton/Snyder Group at Morgan Stanley at 678-542-2965 or visit www.morganstanleyfa.com/thewaltonsnydergroup.
The Walton/Snyder Group at Morgan Stanley
Melanie Walton CFP®
First Vice President
2160 Satellite Blvd. #150
Duluth, GA 30097
1 Morgan Stanley Corporate Website/Investor Relations, these statistics are for Morgan Stanley as a whole and not our team
2 Melanie Walton 21 years in the Financial Services Industry
Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board”s initial and ongoing certification requirements.
© 2015 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 1316442 10/15