The Design Group at Morgan Stanley

11/22/2023

May your hearts and homes be filled with gratitude this Thanksgiving.

11/01/2023

Creating an estate plan can help protect your wealth. Learn about tax-efficient strategies for estate planning and explore more video insights from Morgan Stanley here: https://mgstn.ly/42MU41s

10/25/2023

Creating an estate plan can help protect your wealth. Learn about tax-efficient strategies for estate planning and explore more video insights from Morgan Stanley here: https://mgstn.ly/3MhP0Lo

10/18/2023

Creating an estate plan can help protect your wealth. Learn about tax-efficient strategies for estate planning and explore more video insights from Morgan Stanley here: https://mgstn.ly/45dFsK7

10/04/2023

Learn how you can use tax-efficient strategies to gift to family members and help preserve your family's wealth for the long term. Click play for video insights from Morgan Stanley and learn more here: https://mgstn.ly/46ehkY3

09/27/2023

Estate planning can be an emotionally and financially complex task, but a well-informed plan can make a big difference for your loved ones. Learn more and explore other estate planning video insights from Morgan Stanley here: https://mgstn.ly/3PTZgws

09/13/2023

Have a child in college? Show them how they can protect themselves from cybercriminals while they’re away from home.

College students are often targets for hackers. Discover the importance of cyber safety for students, plus tips on how to keep your identity and data secure.

08/30/2023

College can be a challenging time for many students, but it’s also an opportunity to establish good financial habits. Here are some tips to pass along before small budgeting missteps lead to long-term problems.

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

08/22/2023

My son, Chase. We excitedly began saving for college when he was born. In May, he graduated from Johns Creek High School. Today, he begins his freshman year at Michigan State University (Tracie's and my alma mater). Reflecting on the last 18 years, I’m so proud of the young man he has become and I’m so grateful that we were able to follow these principles of long-term planning and saving for the future. As we watch him embark on his college years, I can say with experience that these principles of finance helped us realize this goal as a family. Congrats to all the students beginning their college journey this fall.

07/13/2023

We’re a Registered Client Service Associate: https://bit.ly/44t1jwr
Know anyone who would be a good fit?

As we actively grow our team, we are looking to align with like-minded, purpose-driven individuals. Our team was named out of the belief that everyone has a unique DESIGN: the Drives, Experiences, Spirituality, Impact, Genius, and Nature that define you and what you value. Our mission is to help align one’s finances with one’s values, to bring that unique design to life; and our core values include commitment to excellence, integrity, growth and giving back. If this sounds like a fit to you or someone you know, we welcome a conversation.

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