Morgan Stanley Financial Advisors - Miami (FL)

Trent Welch Brent is an excellent financial adviser, he really wants to see you succeed!

Justin Lizama Theres 2 ways of paying off debt using a debt snowball, one is with cash, the other is permanent life insurance. I trust Your Family Banks software to get me the info I need in rapid time. The road map gets clients on the path to a debt free future. When you can see the finish line, paying off debt is much more achievable.

Dianne Welde I have been a client of Jim Cooper for over 20 years and for a very good reason. Even during difficult market times Jim has successfully advised me on my investments to minimize my risks and maximize my worth. Over the years when it was necessary for me to go into their office for a review of my account, the staff was incredibly friendly. They made me feel welcomed and valued as a customer. I would highly recommend Jim as a financial advisor. Dianne Welde

Natalie H Pridestaff helped me launch my career 9 years ago and I still get great opportunities presented to me that are relevant to my work! Ive also been able to have employers work with them to find talent and theyre a great, proactive team! Would highly recommend them!

Lori Hughes This accountant is amazing. He is always up to date and very knowledgeable in the constantly changing laws and tax rules. He is thorough and prompt. With great confidence recommend him to everyone who asks for a referral.

Hoopsonmission Such an amazing company! When it comes to financial freedom STIFEL can assist you with any questions you may have. Their amazing support and team is amazing. They answer questions gracefully and you never feel rushed. They have partnered together with us in the past with feeding families, and making our community a better place. They are the best!