The Envision Legacy Group at Morgan Stanley

07/11/2025

Beyond the Basics: Building a Legacy with Intention

At the Envision Legacy Group at Morgan Stanley, we go beyond traditional wealth management to help clients simplify complexity and make informed decisions across every stage of life.

From retirement planning and alternative investments to education funding and estate strategies—we offer personalized guidance to help align your wealth with what matters most.

Because your financial plan shouldn't just support your lifestyle—it should support your legacy.

https://advisor.morganstanley.com/envision-legacy-group

06/27/2025

Behind the Spotlight: Financial Planning for Athletes & Entertainers

From sudden income shifts to international earnings, managing wealth in the world of sports and entertainment requires more than just budgeting—it demands strategy.

We help clients protect, grow, and structure their wealth through contract transitions, endorsement deals, and beyond.

If your career is unconventional, your financial plan should be too.

morganstanley.com

06/15/2025

Happy Father's Day to all who guide, support, and inspire.

05/26/2025

Today, we honor and remember the brave men and women who made the ultimate sacrifice for our country. Wishing you a peaceful Memorial Day.

05/20/2025

In this episode of "Protecting Your Star Power," my colleagues dive into how life insurance can be a vital part of your comprehensive financial strategy, especially for athletes and entertainers seeking to build their wealth and legacies in the fast-paced world of sports and entertainment. https://livesocial.seismic.com/ajBL2t

05/13/2025

Tariff volatility has eased, but a new bull market remains at bay. How should you invest? Morgan Stanley Wealth Management's Lisa Shalett shares portfolio moves to consider. https://livesocial.seismic.com/a9svHq

05/06/2025

It's critical to avoiding emotional investment decisions during periods of market volatility. Learn more about why in Morgan Stanley's latest Market Essentials. https://livesocial.seismic.com/aOnwLv

04/22/2025

I'm proud to share that I have been named to the 2025 Forbes ranking of Best-In-State Wealth Advisors. It's an honor to be recognized among such an exceptional group of peers.

I'm incredibly grateful to my clients and to my team — the Envision Legacy Group at Morgan Stanley — for their continued trust, support, and collaboration. I couldn't have achieved this without them.

[Source: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC based for the period 6/30/23–6/30/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025]

02/26/2025

Your last decade in the workforce can help set you up for success when you're ready to retire. Discover the steps we can take together to help ensure your golden years are what you intend them to be. https://livesocial.seismic.com/auIwzq

02/12/2025

Morgan Stanley's Global Investment Committee says 2025 will be a year to pursue maximum portfolio diversification. Let's discuss strategies to consider. https://livesocial.seismic.com/a9iOb2