Morgan Stanley Financial Advisors

We went with Rick Sturtevant and Dan Doyle. They have been responsive and have worked to make the most of our funds. Their financial guidance is worth it.

The absolute worst customer experience I've ever had – unresponsive, uninformed, and completely lost.I have an annuity supposedly serviced at Morgan Stanley, the downtown Milwaukee branch. But after the sale of such a product, it seems no one wants to help with any common requests. Perhaps once the big commission is paid on the initial sale, no one wants to help because there's nothing in it for them.In 2020, after financial firms deleted IRA RMDs due to the Coved-19 pandemic, I contacted the rep and stated that I would like the 2020 RMD payment to take place. A simple request.After nearly 3 WEEKS of unresponsiveness and lack of movement on this request, I... read full review