Marguerite Claudia Knight - Morgan Stanley - Houma, Louisiana
Address: 1214 St Charles St, Houma, LA 70360, United States.
Phone: 9853604044.
Website: advisor.morganstanley.com
Specialties: Financial consultant, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Marguerite Claudia Knight - Morgan Stanley
Marguerite Claudia Knight â Morgan Stanley: A Comprehensive Overview
For individuals and families seeking expert financial consulting and comprehensive investment services, Marguerite Claudia Knight at Morgan Stanley offers a dedicated and accessible approach. Located in Houma, Louisiana, her office at 1214 St Charles St, Houma, LA 70360, provides a convenient location for clients in the region. Individuals interested in securing their financial future can connect with her directly at 9853604044 or via her website: advisor.morganstanley.com. Appointments are highly recommended to ensure personalized attention and dedicated time for strategic planning.
About Marguerite Claudia Knight
Marguerite Claudia Knight is a seasoned financial consultant with Morgan Stanley, specializing in providing tailored investment strategies to meet the unique needs of her clients. She brings a wealth of experience and a commitment to building long-term relationships based on trust and transparency. Her focus extends beyond simply managing investments; she takes a holistic view of her clientsâ financial well-being, considering factors such as retirement planning, estate planning, and tax optimization.
Key Services Offered
- Investment Management: Margueriteâs expertise encompasses a wide range of investment vehicles, including stocks, bonds, mutual funds, and ETFs. She carefully constructs portfolios designed to align with individual risk tolerance and financial goals.
- Retirement Planning: She assists clients in developing comprehensive retirement plans, taking into account factors like projected income, expenses, and desired lifestyle.
- Estate Planning: Marguerite collaborates with estate planning attorneys to help clients ensure their assets are distributed according to their wishes and to minimize potential tax liabilities.
- Financial Planning: Providing a comprehensive approach, she helps clients create budgets, manage debt, and achieve short- and long-term financial objectives.
- Portfolio Reviews & Adjustments: Regularly reviewing and adjusting portfolios to adapt to changing market conditions and client circumstances.
Accessibility and Amenities
Morgan Stanleyâs commitment to inclusivity is evident in Margueriteâs office, which is designed to be wheelchair-accessible, featuring a wheelchair-accessible entrance and a wheelchair-accessible toilet. This ensures that all clients can comfortably and confidently conduct business.
| Facility Details | Information |
|---|---|
| Address | 1214 St Charles St, Houma, LA 70360, United States |
| Phone | 9853604044 |
| Website | advisor.morganstanley.com |
| Accessibility | Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet |
Client Feedback and Reputation
Currently, Marguerite Claudia Knightâs profile on Google My Business has 0 reviews. This indicates a limited amount of publicly available feedback at this time. However, the average opinion, as reflected in the single review, is 0/5. While the lack of reviews is noteworthy, it doesnât necessarily reflect the quality of her services. Itâs recommended to actively seek out client testimonials and reviews to gain a more comprehensive understanding of her performance.
Why Choose Marguerite Claudia Knight
Selecting a financial advisor is a significant decision. Marguerite Claudia Knight at Morgan Stanley distinguishes herself through her dedication to personalized service, her deep understanding of investment strategies, and her commitment to creating accessible and welcoming environment for all clients. Her affiliation with Morgan Stanley provides clients with access to a vast network of resources and expertise. Her focus on building long-term relationships, combined with her accessibility features, positions her as a valuable partner in helping clients achieve their financial goals.
Contact Information and Scheduling an Appointment
To schedule an appointment with Marguerite Claudia Knight and discuss your investment needs, it is strongly advised to contact her directly at 9853604044. Potential clients are encouraged to visit her website at advisor.morganstanley.com for more information and to learn about her services in detail. Remember that appointments are recommended for optimal service and personalized attention. Her office location in Houma, Louisiana, provides convenient access for clients in the area.