Morgan Stanley Financial Advisors

May 2020

I recently needed help with an annuity transfer within a trust. Way too complicated for me. I met with Michelle Lema. Michelle was absolutely amazing with her devotion and compassion for making sure we made things accurate. Her personal and generous service is very refreshing in today' enviroment.Thanks Michelle

Jun 2019

I recently changed jobs and I was given my retirement rollover information to transfer to another rollover account. Being completely unaware of how this process/transactions actually work. I was referred by a good friend to contact William McBride IV, CPM at Pacific Heritage Group at Morgan Stanley. What a life savor! I spoke to William at length (on several occasions) before actually having him handle my rollover transfer. William explained in detail exactly how the company works, the benefits to me and how things would be handled. I had a complete understanding of everything before any transfer was made. William went above and beyond to make sure the rollover transaction was handled correctly. I have complete trust and confidence in William that going forward in the future he will make sure any and all transactions will be made in my best interest. Thank again so much William for everything you did for me. Without you, this rollover/transfer would not have been possible. Sincerely, Maria Stibelman

May 2019

Chris McCann and his team are simply amazing! I’ve personally been with Chris for over 15 years now and can’t say enough good things. If you need a great wealth advisor I highly recommend you talk with Chris!