Review on Morgan Stanley by Phil Mehta
Morgan Stanley - very rude people
We got switched out to a new advisor and wasn’t notified. New advisor never reached out like our previous one did. Wanted to take money out and that process took over 5 months. The FA specifically we don’t recommend is Kyle Kennelly. He’s not responsive at all and the 5 month delay caused our family heavy loses to our asset portfolio. DO NOT RECOMMEND.I received a sales call from Carter Smith to reach our COO so he could sell his services to our company. The COO is outside the country, so calls get routed to me. The standard procedure in our company is that all new vendors are vetted by me since I handle the business strategy related to operations, admin, and finances. I told him I would kindly review any information regarding his services, and he would be welcome to email me. His response: "No, I am not doing that, I'm too busy. " And he hung up on me. I have two problems with this. (1) He is too good for me because I am not the COO. (2) He calls to sell his services and proceeds to tell that he is too busy and hangs up on me. There are too many wrong things with this. Mr. Smith, you might want to change the way you approach business otherwise you won't get many satisfied clients.
Pros
- Not bad cashier's check impetus
Cons
- I've been absoluely shocked by the total lack of accountability or assistance from Morgan Stanley.
- Once this matter is finalized, I will never have any dealings with them again.
