ADVISOR DIRECTORY / ANNA LOUISE LAY
AL
FINRA BrokerCheck profile
Anna Louise Lay
Wealth Management · Investment Planning · Retirement · Tax Planning
Fiduciary model*Accepting clients
94%
Profile match
About
Investment adviser representative and registered representative associated with Morgan Stanley, serving clients from Beverly Hills, California.
Investment approach
A broad wealth planning conversation built around investment goals, retirement, and personal priorities.
Specialties
Wealth ManagementInvestment PlanningRetirementTax Planning
Credentials / regulatory information
FINRA CRD #3022366 · Registered with Morgan Stanley since 03/10/2023 · No disclosure events reported in the supplied BrokerCheck report
*Registration information is based on the supplied BrokerCheck report and should be independently reviewed.
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