John Schaefer
President & Chief Executive Officer,
Individual Investor Group

 

Individual Investor Group Net Income
(Dollars in Millions)

The Individual Investor Group provides comprehensive financial services to individual investors globally. Morgan Stanley has one of the largest financial advisor networks in the U.S. with approximately 11,000 advisors located in nearly 450 branches. Through its financial advisors, Morgan Stanley is committed to delivering advice to its clients with a focus on affluent and high net worth investors.

Client Coverage
In the U.S., Morgan Stanley provides services to multiple client segments spanning the wealth spectrum through a single sales organization. Morgan Stanley's network of financial advisors, wealth advisors and investment representatives provides clients with financial planning and investment advisory services through a flexible platform designed to accommodate individual investment goals and risk profiles.

Morgan Stanley also offers financial advisory services outside the U.S. to serve the needs of high net worth clients in Europe, Asia and Latin America.

Client Solutions
Morgan Stanley provides various products and services to execute financial plans and position clients to attain their financial goals, including mutual funds, stocks, bonds, professional money management, banking, mortgage, insurance and trust. Morgan Stanley offers financial solutions to businesses through BusinesScapeSM and also provides defined contribution plan services for businesses of all sizes, including 401(k) plans and stock plan administration.

 

Fee Based Assets % of Total Assets

Source: Company Filings

Headcount
(Financial Advisors and Non-sales Staff)

Satisfaction Level of U.S. High Net Worth Clients of the Firm
(Percent Exceptionally or Very Satisfied)

Source: Morgan Stanley Retail National Client Satisfaction Survey

Client Assets
(Dollars in Billions)

Source: Company Filings

Individual Investor Group
(Dollars in Millions)