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San Diego Magazine /  February 2009 /  FIVE STAR Wealth Managers /  Dale A. Beed

Dale A. Beed

My Main Objective Is My Clients’ Success in Pursuing Short- and Long-Term Financial Goals

• Preservation of personal wealth
• Growing and maintaining a family legacy

Focus: Tailoring portfolios to pursue both current and retirement needs for investors
Designations: First Vice President, Financial Advisor

Dale A. Beed, a veteran of the securities industry since 1985, has recently joined the global powerhouse firm of Morgan Stanley after more than 18 years at UBS, coming to UBS from Bateman Eichler. Prior to that, he owned an import/export business. Earlier in his career, Dale was an engineer with the Maritime Services Board of New South Wales in Sydney, Australia.

As a Morgan Stanley Financial Advisor, Dale has experience in all areas of investing strategies, including the areas of objective assessment, asset allocation, the analysis of professionally managed investments as well as ongoing performance evaluation.

Dale believes that an investment policy statement is the cornerstone of a successful investment strategy, and because each investor is an individual with unique needs and circumstances, he designs a specific portfolio based on information gathered from personal appointments. His investment philosophy is to help his clients protect their principal, preserve their purchasing power and obtain the highest level of total return, including both income and growth of capital consistent with their tolerance for risk.

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Morgan Stanley

1225 Prospect Street • La Jolla, CA 92037
Phone: (858) 729-5079 • Toll-free: (800) 473-2331, Ext. 5079 • Fax: (858) 551-5907
dale.beed@morganstanley.com • http://www.morganstanley.com/fa/Dale.Beed

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Investments and services are offered through Morgan Stanley & Co. Incorporated, member SIPC. © 2009 Morgan Stanley. CA Insurance Lic. #0735636