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Linda South - Morgan Stanley

Financial Services, Financial Advising

201 Main St | Fort Worth, TX, 76102

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More information about Linda South - Morgan Stanley

To thoroughly understand your objectives, your family dynamics, and your aggregated assets, and then develop a plan to manage all assets from a risk perspective – with the long term perspective of helping your family to be financial successfully across generations.*

We believe clients should understand everything that is happening with their money; that we should be just as good about explaining investments as we are at making them.

* 70% of family wealth transfers result in loss of control of assets and family disharmony.
Source: Institute for Preparing Heirs Wealth Advisor Checklist

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Last update: 2022-06-15 14:06:39