Morgan Stanley: Smith Barney

Financial planner Charleston, South Carolina

About Morgan Stanley: Smith Barney

Morgan Stanley’s Charleston branch at 850 Morrison Drive Ste 800 provides trusted financial planning services to individuals, families, and institutions across the Lowcountry. Specializing in retirement, college savings, and legacy planning, the team delivers personalized advice backed by global firm resources. Located in a growing professional corridor, the branch is known for its client-focused approach and deep community ties.

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See how much Morgan Stanley: Smith Barney could save with the Employee Benefit Program

50 employees
Per Employee / Year $1,120
Annual Total Savings $56,000
5-Year Projected Savings $280,000

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