David L Handler - Morgan Stanley - Hagerstown, Maryland

Introduction

David L. Handler, a distinguished financial consultant based at Morgan Stanley's Hagerstown branch, offers comprehensive and personalized investment services. Located in the heart of Hagerstown, Maryland, this office is committed to helping clients navigate the complexities of wealth management, with a focus on understanding and meeting individual financial goals.

Main Services

• Financial Consultation: David L. Handler and his team provide expert financial advice tailored to each client's unique situation. This includes assessing financial objectives, risk tolerance, and time horizon to create a customized investment strategy.
• Investment Management: They offer a wide array of investment services, including portfolio construction, asset allocation, and ongoing portfolio management. Their goal is to help clients grow and preserve their wealth over time.
• Retirement Planning: The team assists clients in planning for their post-retirement life. This involves creating retirement income strategies, managing pension plans, and providing guidance on Social Security and Medicare.
• Estate Planning: They provide guidance on estate planning strategies, including wills, trusts, and beneficiary designations, to help clients protect their assets and ensure a smooth transition to their heirs.
• Philanthropic Planning: David L. Handler and his team can help clients integrate their charitable goals into their overall financial plan, offering strategies for tax-efficient giving and legacy planning.

Location and Access

The Morgan Stanley Hagerstown branch is situated in the rapidly growing and historic community of Hagerstown, Maryland. The office is easily accessible, located at 1185 Imperial Dr, Suite 102, Hagerstown, MD 21740, United States. It is conveniently positioned near the intersection of Interstate 81 and U.S. Route 40, making it easily reachable from nearby areas such as Williamsport, Smithsburg, and Funkstown.

For those using public transportation, the MARC train station in Hagerstown is approximately a 15-minute drive from the office. Additionally, the office is located near several major bus routes, including the Washington County Transit Bus Service.

Parking is available on-site, with designated spots for visitors and clients. The parking lot is wheelchair-accessible, with clearly marked spaces and a smooth path to the entrance. The office building also features a wheelchair-accessible entrance and restrooms, ensuring accessibility for all clients.

Featured Characteristics

• Expertise and Experience: David L. Handler brings over 20 years of experience in the financial services industry to the table. He is a CERTIFIED FINANCIAL PLANNER™ professional, demonstrating his commitment to comprehensive financial planning and client education.
• Personalized Service: The team at Morgan Stanley Hagerstown takes the time to understand each client's unique situation, financial goals, and risk tolerance. This personalized approach ensures that clients receive tailored advice and investment strategies that align with their needs.
• Comprehensive Wealth Management: The office offers a broad range of wealth management services, from investment management and retirement planning to estate planning and philanthropic strategies. This holistic approach helps clients address all aspects of their financial lives.
• State-of-the-Art Technology: Morgan Stanley's cutting-edge technology platform allows clients to track their investments, access market insights, and communicate with their financial advisors securely and efficiently.

Practical Information

• Contact Information:
  • Address: 1185 Imperial Dr Ste 102, Hagerstown, MD 21740, United States
  • Phone: 240-513-3506
  • Website: advisor.morganstanley.com
• Office Hours: The office is typically open Monday through Friday, from 8:30 AM to 5:00 PM. However, the team may be available at other times by appointment.
• Appointments: It is recommended to schedule an appointment before visiting the office. This can be done by calling the office or using the online contact form on the Morgan Stanley website.

Client Reviews and Testimonials

As of now, the Morgan Stanley Hagerstown branch has no reviews on Google My Business. However, clients can find some testimonials on the Morgan Stanley website and other third-party platforms. While there are no specific positive aspects to mention from reviews, potential clients can expect a high level of professionalism, personalized service, and expertise from the team at David L. Handler's office.

In conclusion, David L. Handler and his team at Morgan Stanley's Hagerstown branch provide a comprehensive range of financial services tailored to meet the unique needs of each client. With a convenient location, experienced professionals, and a commitment to personalized service, the office stands ready to assist clients in achieving their financial goals.