|
Registered
Join Date: Dec 2002
Location: Dahlonega , Georgia
Posts: 15,230
|
When my mom passed away 🙁 in 2005 her money was invested with Morgan Stanley . I met with her financial advisor to figure out what to do with the inheritance . I immediately felt a sense that he was honest/smart and not pushy . He calmly answered all my questions and I decided to stay with them .
My portfolio has grown nicely , maybe it would have done the same if I managed it . But I was busy with work/family/life and didn't want to be the financial manager . I am now retired and my portfolio is still with MS . As a matter of fact my wife and I have a telecon this morning with our advisor just to touch base . We have no regrets with our choice of advisor .
__________________
2002 Boxster S . Arctic silver + black top/int. Jake Raby 3.6 SS engine " the beast ". GT3 front bumper, GT3 side skirts and GT3 TEK rear diffuser. 1999 996 C4 coupe black/grey with FSI 3.8 engine . Rear diffuser , front spoiler lip with ducktail spoiler .
|