The Abelson Group at Morgan Stanley

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The Abelson Group

OUR MISSION STATEMENT

Our mission is to improve and protect the overall well-being of our clients by deeply understanding their needs and providing a clearly guided path forward that meets or exceeds their financial goals.

Our Story and Services

Welcome

We service our clients, both, locally and nationwide. We can meet you at any of our 8 Morgan Stanley Tampa Bay area office locations. We also have the capability to meet you at one of our many offices that span 76 cities across the United States.

At The Abelson Group of Morgan Stanley, we seek to improve and protect the well-being of our clients. As a father-son team, we value getting to know your family tree before your finances. Over the years we have discovered that family circumstances dictate financial decisions. With 67 years of cumulative experience, our wealth management team is here to provide proactive service for all of your calls, questions and needs.

When working with us, you can expect a personal approach as we get to know you, your family and what matters most in your lives. We use these goals and values to create a plan that is uniquely yours. Your unique plan will be executed with particular care and will contain hand-selected strategies developed to advance your goals.  

Development and execution of your plan requires education. David holds his MBA from Columbia University, the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and the Certified Investment Management Analyst®TM (CIMA®) designation. Adam acquired his attention to detail, numbers and analysis while achieving his Bachelor of Science degree in biology from Duke University. Our combined education creates a unique blend of thinking, planning and strategizing for your financial plan. 

The foundation our team’s client service is our accessibility. We pride ourselves on diligent communication and availability to provide you with advice. We strive to ensure that you will speak with one of our familiar team members each time you reach out. Take comfort knowing that you have year-round access to our wealth management team.  

Services Include

  • Professional Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Municipal Bonds
  • Financial Planning
  • 401(k) Rollovers
  • Cash Management
  • Estate Planning Strategies
  • Executive Benefit Services
  • Executive Financial Services
  • Fixed Income
  • Lending Products
  • Life Insurance
  • 529 Plans
  • Philanthropic Services


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 4114 Woodlands Parkway
  • Suite 200
  • Palm Harbor, FL 34685


    Meet The Abelson Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact The Abelson Group today.

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