Daniel Iverson

Background

About Daniel Iverson

I believe and I am passionate about potentially enhancing my clients’ financial lives. The Iverson Brigham Group at Morgan Stanley strives to make it easier for our clients to understand the capital markets and how that relates to the goals in their lives, both financially and personally. We do this by helping to educate clients on the basics of investing. We research the best methods and vehicles on which to advise our clients. We believe that, with sound advice, guidance and direction, everyone has the potential to participate in the opportunities the market has to offer. We find that the clients that get the most value from our approach are those that seek advice around their entire financial lives, such as small business owners, women who have experienced a life event such as divorce or the loss of a spouse, or corporate executives seeking ways to minimize taxes or manage their retirement plans.