With over 13 years in the financial services industry, I bring to the table the experience of navigating through various market cycles, and staying on top of market changes and industry trends. What separates my Team's ability to manage our Client's entire Financial Picture is our attention to their needs and goals. This focus on the long term helps point us in the right direction in creating a comprehensive Investment Plan, providing a guideline to get where you want to be. The Meran Group at Morgan Stanley works with clients to prioritize and develop high level investment plans, detailed cash flow analysis's while creating and managing customized investment portfolios that continue to help adhere to their needs, goals and risk tolerances. We focus on taking clients' complex and major life situations such as retirement and estate planning strategies, business planning strategies, equity based compensation, a divorce settlement, or an inheritance and help create tangible solutions for them*. Furthermore, a large part of our practice focuses on working with 501(c)3 charitable foundations, working with them in managing their endowments and spearheading their planning giving strategies campaign. * Morgan Stanley is not a legal or tax advisor Please contact me by marc.meran@morganstanley.com or by Phone 561-393-2028. This information is intended for use only by residents of FL, AZ, CT, CA, NY, PA, NJ, CO, MD, MA, VA, NC, DE, IL, OR, UT, DE, GA, MI, TN, TX only 