The Alexandria Group at Morgan Stanley

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The Alexandria Group at Morgan Stanley

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Financial Advisors with the Alexandria Group at Morgan Stanley. MSSB will not accept purchase or sale orders via social network messaging systems.

©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-alexandria-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. NMLS #: 1252948, 1416422, 1383178, 1411230, 1401620, 1288315, 1764853, 1038655, and 1918447. CA Insurance License #: 0C00140 and 0K52556. AR Insurance License #: 0009024587 and 20134089.

11/03/2026

Experience has a way of reshaping perspective.

In this Hard Lessons conversation, Dan Ivascyn sits down with Dan Simkowitz. It's a thoughtful reminder that some of the lessons that stay with us longest are the ones learned through challenging experiences.

morganstanley.com

10/30/2026

There's no shortage of conversation around AI, which makes informed perspectives especially valuable.

In this episode of Morgan Stanley's Thoughts on the Market, Sabrina Hao, Adam Wood, and Brian Nowak discuss what they heard from private companies about AI adoption and the evolving technology landscape.

morganstanley.com

10/28/2026

The growth of AI isn't only a technology story. Its impact is reaching the physical economy, too.

This Morgan Stanley article examines how AI infrastructure, warehouse automation, manufacturing reshoring and defense spending are creating sources of demand across industrial real estate.

Read the full perspective for more.

morganstanley.com

10/26/2026

If you're participating in an Employee Stock Purchase Plan (ESPP), it can be helpful to understand the plan features and considerations associated with participation.

Topics worth exploring may include:
- How ESPP shares fit within an overall financial picture
- Tax considerations that may apply in certain situations
- Diversification concepts related to concentrated stock holdings
- Understanding plan rules and available options

This article provides an overview of several considerations for ESPP participants.

If you have any questions – lets connect:

Website: https://advisor.morganstanley.com/eric.v.goodson

Source: https://www.morganstanley.com/atwork/employees/learning-center/articles/espp-participant-financial-planning-rules

10/22/2026

One of the most valuable aspects of financial planning is understanding how different pieces fit together. For executives, equity compensation and deferred compensation can play an important role in building a more comprehensive approach to long-term financial goals.

An insightful read from Morgan Stanley At Work.

Source: https://www.morganstanley.com/atwork/articles/equity-nqdc-executive-rewards

10/20/2026

Every election cycle raises questions for investors. While the 2026 midterms may influence policy discussions, long-term market performance is often driven by broader economic and business trends.

Stay focused on your goals, not just the headlines.

What role do you think elections play in market performance?

morganstanley.com

10/15/2026

Tokenization is becoming about more than digital assets. It's increasingly a conversation about how the infrastructure behind financial markets could evolve.

This Morgan Stanley at Work perspective explores how institutions are thinking about tokenization, from reducing friction to modernizing settlement and ownership records.

Source: https://www.morganstanley.com/atwork/articles/tokenization-private-markets-institutional-adoption

10/07/2026

October 7 is World Financial Planning Day. A plan isn't something you set once – it's something you revisit as your life changes.

When did you last check yours?

10/05/2026

Many people spend more time researching a vacation than they do selecting a financial advisor.

Yet the advisor you choose may play a meaningful role in some of life's biggest decisions, including retirement, education funding, estate considerations, and wealth transfer planning.

Asking thoughtful questions can help you better understand whether an advisor's philosophy, process, and communication style align with your goals.

The best financial relationships are built on trust, transparency, and a shared understanding of what matters most to you.

Have you ever thought about what questions are most important to ask before choosing a financial advisor?

morganstanley.com

10/02/2026

Many employees view equity compensation as a reward for today's performance. The bigger opportunity may be understanding how it can support tomorrow's goals.

Whether you're accumulating wealth, preparing for retirement, or already thinking about retirement income, equity awards can play an important role in your overall financial picture. Key considerations such as diversification and vesting requirements can make a meaningful difference over time.

Taking a proactive approach today may help create more flexibility later.

Read more: https://www.morganstanley.com/atwork/employees/learning-center/articles/equity-compensation-retirement

Visit my website: https://advisor.morganstanley.com/eric.v.goodson

Address

333 John Carlyle Street Suite 650
Alexandria, VA
22314

Telephone

+17037393684

Website

https://fa.morganstanley.com/thealexandriagroup/

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