Carlos Duque, Financial Advisor at Morgan Stanley

04/23/2026

A recent trip took us back to one of the country's most iconic landscapes: the Grand Canyon. No matter how many photos you've seen, experiencing it in person is something else; vast, quiet, and unforgettable.

We first visited in 2017 as a family of four. This time, we returned as a family of five and made the journey by train, which made the trip feel even more special. Looking back at pictures from both visits was a great reminder of how quickly life changes and how important it is to make time for the experiences that bring everyone together.

Hope you're enjoying a great start to spring and finding time to get outside and recharge.

Read more in my April Newsletter here: https://advisor.morganstanley.com/carlos.duque/documents/field/c/ca/carlos-duque/WEBSITE_April_2026_Newsletter_-_Carlos_Duque.pdf

04/13/2026

Women's earnings, assets and decision-making power are growing — reshaping where capital flows across the economy and markets. What could it mean for your portfolio?

morganstanley.com

03/23/2026

This month marks 15 years at Morgan Stanley—a milestone I'm grateful to reach.

I'm thankful for the opportunity to build long-term relationships with clients and to help families, professionals, and business owners navigate important financial decisions over the years. I'm also grateful to the colleagues and teams who support our work behind the scenes every day.

Proud of what we've accomplished and looking forward to what's ahead.

03/11/2026

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden. https://livesocial.seismic.com/aS5ink

02/18/2026

I'm pleased to share that I've been promoted to First Vice President. While it may read as a title, to me it represents years of commitment, persistence, and learning—especially on the days when the work feels most challenging.

I'm grateful to my clients for your trust and partnership, and I want to extend a special thank you to my partners Rochester and Vigil, CFP® for their support and collaboration. I'm excited for what's ahead.

02/12/2026

Honored to be named to the 2026 Forbes Best-In-State Wealth Management Teams list. I'm grateful to work alongside an exceptional group of colleagues, and I'm especially thankful for the trust and confidence our clients place in us—it's the foundation of everything we do. Congratulations to all of the teams being recognized for raising the standard across our industry.

Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. Disclosure link - https://www.morganstanley.com/disclosures/awards-disclosure.html

02/04/2026

Thrilled to officially share some exciting news, introducing The Vista Group at Morgan Stanley.

I'm proud to be partnering with Rochester and Vigil, CFP® on a team built around a simple belief—money should serve life, not the other way around. We help clients align their resources with what matters most, plan with intention, and create the freedom to live on their own terms.

With a collaborative, family office–style approach, we deliver personalized planning designed to balance long-term confidence with fully enjoying life along the way.

Click here to read more about the team in my most recent newsletter:https://advisor.morganstanley.com/carlos.duque/documents/field/c/ca/carlos-duque/WEBSITE_January_2026_Newsletter_-_Carlos_Duque.pdf

01/22/2026

Stepping into 2026, it's time to take stock of your budget, debt and investments—and check them against your financial goals. These five steps can get you started.

morganstanley.com

12/17/2025

As we embrace the holiday season, we are reminded of the joy and warmth that this special time of year brings. Recently, our family had the delightful experience of riding the Polar Express in Durango, Colorado, where we witnessed the magic of the holidays through the eyes of our children. It was a heartwarming reminder of the importance of connection and creating cherished memories.

We extend our heartfelt wishes to you and your loved ones. May your holidays be filled with warmth, happiness, and the joy of spending well-deserved time together.

Read more in my December Newsletter here:https://advisor.morganstanley.com/carlos.duque/documents/field/c/ca/carlos-duque/WEBSITE_December_Newsletter_2025_-_Carlos_Duque.pdf

12/15/2025

Stay a step ahead of cybercriminals this season by being aware of these scams.

morganstanley.com

12/05/2025

What could the year ahead look like for investors? Join Morgan Stanley Wealth Management on Tuesday, December 9 for a timely conversation about the economy and markets in 2026. Register here: https://livesocial.seismic.com/a-crxZ

11/27/2025

Happy Thanksgiving! Today, we express our gratitude for the trust and partnership of our clients, the dedication of our colleagues, and the support of our communities. May your day be filled with warmth, joy, and cherished moments with loved ones.