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    Discount Debt Solutions

    5.0 (1 review)

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    8 years ago

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    Morgan Stanley

    Morgan Stanley

    (3 reviews)

    Scott Ashley, Pat and his team, have been consistently excellent in all of my dealings with team…read morefor well over a decade.

    Our financial adviser is Mona Wilson and she has been fantastic to work with . My Mom had the…read moreaccount prior to me and Mona has been reassuring-confident and helpful with her insights and especially when its "time to move" on something that is in our best interest. Her vast experience shows in the manner in which she clearly explains her recommended moves if full detail- always making sure that I fully understand. We recently closed on our retirement home in Buffalo NY (yes you read it right...haha) and Mona was on the ball and moving forward to assist us from the moment we made an offer. We had clued Mona in on our plans after my Mom passed and she was ready willing and able to make the moves she did in order for us to enjoy an effortless closing (on our part). When we went to meet Mona and her team for the first time it was intimidating a bit as the building and offices are "Wall Street" impressive! We were nothing short of impressed beyond anything that was expected.We met with James Frank- Fred Gober- and a very impressive upbeat positive Jared Soper. It was a comfortable and confident meeting between my wife and the MS team as we met each key player and knew from that instant our good wealth and good being were all they cared about. They took about 3 hours of their valuable time to put us at ease. Yes we know it works both ways in such a relationship but we are so pleased blessed and fortunate to have Morgan Stanley and Mona on our side. We even consider Mona an important part of "our" family she has been that "in tune with us on what our goals are. She is pleasantly aggressive in a positive and caring nature and we appreciate that. In fact we have family friends of my parents who also are with Mona and they have nothing but priase and confidence on her as well. We in turn are pleased to be part of the Morgan Stanley family. We know that our best well being in our remaining years are in the very best of hands!

    Discount Debt Solutions - financialadvising - Updated May 2026

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