Lee Forehand - Morgan Stanley

101 O'Brannan Park Drive

Dothan, AL 36303

334-340-4034

Description

Focused on Corporate Retirement Plan services including assistance with plan governance, plan design, investment selection oversight, vendor management, and education support for retirement plan committees, plan fiduciaries and participants.

General Information

Year Established

1935

Services

Wealth Planning, Private Wealth Management, Institutional Investment

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