Shannon Wamre, Financial Advisor at Morgan Stanley

12/12/2023

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

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

10/12/2023

It’s National Savings Day! Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and take advantage of this great rate. https://mgstn.ly/452hK2D

10/11/2023

With the end of 2023 in sight, how are you tracking toward your financial goals? These fall money moves can help set you up for success.

https://mgstn.ly/46DbI9K

09/21/2023

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success.

Reach out to discuss.

Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.

09/20/2023

Teach your college-age child to avoid debt pitfalls, control impulse buying and create a clean credit report for life. Read this insightful article for some tips and tricks, and feel free to reach out to discuss.

Teach your college-age child to avoid debt pitfalls, control impulse buying and create a clean credit report for life.

09/11/2023

Today, we honor the victims and heroes of 9/11. Thinking of everyone impacted by this day twenty-two years ago.

09/08/2023

Did you know many long-term care costs are not covered by Medicare? Learn what options you have to help control your financial exposure to uncovered care costs.

Health care costs are rising—especially for retirees, and some may need long-term care. Learn the steps you can take to help prepare yourself.

09/06/2023

There’s more to charitable giving than you may realize. Here’s one method that provides flexibility and can help maximize your impact. Reach out to discuss.

There’s more to charitable giving than you may realize. Here’s one method that provides flexibility and can help maximize your impact.

09/04/2023

Happy Labor Day! Have a safe and enjoyable weekend.

08/31/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.37% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3Riqs9B

08/24/2023

Can breakthrough ideas stop climate change and eliminate poverty? Morgan Stanley Research sits down with Bill Gates. Check it out!

Watch as Morgan Stanley Research speaks with Bill Gates about how digitalization can improve quality of life in developing nations and why he’s backing companies on the verge of “mind blowing” breakthroughs in clean energy.

08/17/2023

Don’t wait to start planning for your financial future. The sooner you start, the more time you have to reach your goals.

Let’s meet and discuss how I can help.

Don’t worry if your financial goals look out of reach now based on what you’ve saved. There are ways to adjust course that are easier than you may think.