(L to R): Teri T. Kelley, CFP®, CRPS®, CIMA®, Senior Vice President, Financial Advisor; Matthew A. Gimmelli, CFA®, Senior Vice
President, Financial Advisor; Melissa C. Campbell, CFP®, CIMA®, Managing Director — Wealth Management, Wealth Advisor
Those individuals who have the skills and determination to
create significant wealth are not necessarily well prepared
to manage it. There are highly complex and time-consuming
financial planning, asset management and other issues to
consider. These are matters that successful people often don’t
have the time, inclination or specialized knowledge to address.
The Desert Viewpoint Group at Morgan Stanley serves as
financial advisors to many such individuals and their families.
With the market hitting new highs, now is a good time to have a
financial professional evaluate your portfolio to help you avoid
overpriced assets and minimize losses in down markets.
For a complimentary review of your portfolio, please call us to
arrange a meeting.
Desert Viewpoint Group
at Morgan Stanley
14850 N. Scottsdale
Road, 6th Floor
Scottsdale, AZ 85254
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and
federally registered CFP (with flame design) in the US.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with
graph element)®, and Certified Investment Management Analyst.SM
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