Sundance Campbell, Financial Advisor at Morgan Stanley

01/27/2026

Congratulations to the 207 Wealth Management Group, which has been recognized as a 2026 Forbes Best-In-State Wealth Management Team. They continuously demonstrate a commitment to taking care of their clients, with an eye toward raising standards in our industry.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026

01/16/2026

Congratulations to my Morgan Stanley Wealth Management colleague Fred Caswell on his well-deserved promotion. Fred's pursuit of excellence and dedication to our core values sets a powerful example for our organization.

12/23/2025

Thank you to Bangor Rotary Club for the opportunity to talk about the business of the arts in the Bangor region. We are fortunate to have such an amazing creative economy here in the heart of Maine!

🎭 Today’s Featured Presenter at Bangor Rotary

We were thrilled to welcome Sundance Campbell, Board President of Penobscot Theatre Company, as today’s featured presenter. Sundance delivered an engaging and insightful look at the arts in Bangor — not just from a creative lens, but from a powerful economic development perspective.

He shared how productions are planned, how actors are cast, and the thoughtful balance between talented performers from our local community and actors from away. One of the most compelling takeaways? Nearly half of the people attending arts events come from outside our region, bringing new visitors, energy, and economic impact to Bangor.

Sundance’s message was clear: supporting the arts isn’t just about entertainment — it’s an investment in our community, our economy, and our vibrancy as a region.

Thank you, Sundance, and thank you to Penobscot Theatre Company for all you do to help Bangor thrive 👏

12/03/2025

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://morganstanley.webcasts.com/starthere.jsp?ei=1735655&tp_key=2a63b1e020&sti=fa_social_event_reg&gv6=795d7769-35ff-45ad-bc14-62be160d0d81

webcasts.com

11/24/2025

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-RJhX

11/12/2025

On this episode of What Should I Do With My Money?, listen to Solidcore founder Anne Mahlum discuss values-based wealth planning, giving while living and how post-exit founders can reinvent their purpose for the next chapter of their life. https://mgstnly.lnk.to/WSIDWMM0306LI!FA?gv6=dcf2b55f-7adf-499c-ab10-f92ec516be12

11/03/2025

Financial planning to support a child with special needs can be complex and emotional. In this episode of What Should I Do With My Money?, my colleague shares information about ABLE accounts and estate planning that can make a big difference. https://mgstnly.lnk.to/WSIDWMM0305LI!FA?gv6=e83e6703-dac0-4661-842e-bc59c075cf0f

10/22/2025

Gold has been rallying alongside stocks, defying traditional market dynamics. Can it keep rising? Check out the latest market commentary for insight. https://livesocial.seismic.com/anSqlg

10/03/2025

Even with a financial plan, it's understandable to ask, ‘am I doing enough?' I can help you think through what-if scenarios while creating your financial plan. Listen to my colleague discuss how on this episode of What Should I Do With My Money?
https://mgstnly.lnk.to/WSIDWMM0303LI!FA?gv6=6e11a890-0d83-4050-8f60-78b4b764f378

09/19/2025

What do the big retailers know that you might be overlooking? It's never too early to plan for the end of the year! All kidding aside, this is a great time to review your financial plans for the year, especially around charitable and family giving. Please reach out if I can help guide you through these conversations.

09/18/2025

Have you ever wondered how you can achieve a financial milestone in a short timeframe? How about three? My colleague discusses short-term savings strategies for some of life's biggest moments on this episode of What Should I Do With My Money?
https://mgstnly.lnk.to/WSIDWMM0302LI!FA?gv6=8a7cb5f1-612b-4100-8d5b-1ae554f1dde4

09/04/2025

What would it take to retire early? In this What Should I Do With My Money? podcast episode, the guest Camilla and my colleague discuss income and growth strategies as part of a plan to do just that. I'm here if you'd like to discuss the same.
https://mgstnly.lnk.to/WSIDWMM0301LI!FA