David L Handler - Morgan Stanley - Hagerstown, Maryland

Introduction

David L. Handler is a distinguished financial consultant and investment services provider based at 1185 Imperial Dr, Suite 102, Hagerstown, MD 21740, United States. As an affiliate of Morgan Stanley, a leading global financial services firm, Handler offers personalized wealth management solutions tailored to meet the unique financial goals and needs of his clients. This article provides a comprehensive overview of David L. Handler's practice, its location, services, unique features, and practical information to assist potential clients in understanding and accessing his services.

Main Services

• Financial Consultation: David L. Handler specializes in providing comprehensive financial advice, helping clients navigate the complexities of investments, retirement planning, and wealth preservation. His expertise lies in creating customized financial plans that align with clients' short- and long-term objectives.
• Investment Services: Handler leverages Morgan Stanley's extensive research and investment capabilities to offer a wide range of investment products and strategies. He helps clients build and manage diversified portfolios that aim to optimize returns while managing risk. Investment services include:
• Equities (stocks)
• Fixed income (bonds)
• Mutual funds
• Exchange-traded funds (ETFs)
• Alternative investments
• Retirement Planning: Handler assists clients in developing and implementing strategic retirement plans, focusing on accumulation, preservation, and distribution of assets. He helps clients navigate retirement savings vehicles such as 401(k)s, IRAs, and Roth IRAs.
• Wealth Management: Handler provides integrated wealth management solutions, addressing clients' needs across various aspects of their financial lives. This includes estate planning, tax management, philanthropic giving, and multigenerational wealth transfer strategies.
• Fiduciary Services: As a fiduciary, David L. Handler is committed to acting in his clients' best interests, providing transparent and unbiased financial advice and solutions.

Location and Access

David L. Handler's practice is conveniently located in the heart of Hagerstown, Maryland. The area is characterized by its rich history, vibrant community, and strategic location near major highways, making it easily accessible for clients in and around the region.

• Address: 1185 Imperial Dr, Suite 102, Hagerstown, MD 21740, United States
• Phone: 240-513-3506
• Website: advisor.morganstanley.com

The office is situated in a modern, professional building with ample parking available. Visitors can access the building via a wheelchair-accessible entrance, and the facility also offers wheelchair-accessible restrooms for client convenience.

Featured Characteristics

David L. Handler's practice stands out due to several unique characteristics that set it apart and enhance the client experience:

• Personalized Service: Handler works closely with each client to understand their unique financial situation, goals, and concerns. He crafts tailored solutions that reflect their individual needs and preferences.
• Morgan Stanley's Global Resources: As part of Morgan Stanley, Handler benefits from the firm's extensive global resources, advanced technology, and comprehensive research capabilities, enabling him to provide clients with cutting-edge insights and innovative solutions.
• Community Involvement: David L. Handler is actively involved in the local community, supporting various charitable organizations and initiatives. His commitment to giving back reflects his dedication to the well-being and growth of the Hagerstown area.
• Experienced and Credentialed: Handler brings a wealth of experience and expertise to his practice, having earned numerous professional credentials, including the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. His extensive knowledge and commitment to professional development ensure that clients receive the highest level of service and advice.

Practical Information

To ensure a seamless and efficient client experience, David L. Handler offers the following practical information and services:

• Appointments: To schedule a consultation or meeting with David L. Handler, clients are encouraged to call the office or use the convenient online scheduling tool available on his Morgan Stanley profile.
• Accessibility: The office is designed to be fully accessible, with wheelchair-accessible parking, entrance, and restrooms. Clients with specific accessibility needs are encouraged to contact the office for further assistance.
• Security and Privacy: Morgan Stanley is committed to maintaining the confidentiality and security of client information. The firm employs robust security measures and adheres to industry-leading privacy standards to protect clients' personal and financial data.

Client Reviews and Satisfaction

As of the time of this article, David L. Handler has no reviews on Google My Business. While this lack of reviews may suggest that the practice has only recently established its online presence or that clients have not yet shared their experiences, it is essential to note that the absence of reviews does not necessarily indicate poor service or quality. Clients are encouraged to share their experiences and provide feedback to help potential clients make informed decisions about their financial services providers.

Based on the features and services outlined above, clients can expect a high level of personalized attention, expertise, and professionalism from David L. Handler. His commitment to acting in his clients' best interests, along with his access to Morgan Stanley's global resources, positions him as a valuable partner for individuals and families seeking comprehensive financial solutions.

In conclusion, David L. Handler's practice at 1185 Imperial Dr, Suite 102, Hagerstown, MD 21740 offers a unique blend of personalized service, global resources, and community involvement. His expertise, experience, and commitment to client satisfaction make him an excellent choice for those seeking a trusted financial advisor and investment services provider in the Hagerstown area.