The Beacon Group of Morgan Stanley

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The Beacon Group of Morgan Stanley

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

We harness Morgan Stanley's global resources and intellectual capital to help create a financial strategy that is designed for you.

©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 n

ot 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-beacon-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 #: 1261777
NMLS #: 1285204
NMLS #: 1326072
NMLS #: 2695770

09/08/2026

Entrepreneurship requires both vision and disciplined ex*****on. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "How to Build Your Business: Entrepreneurship & Founders," on Monday, September 14. This conversation is designed for founders, aspiring entrepreneurs and the next generation of business leaders looking to better understand what it takes to build, scale and sustain a successful business in today's evolving landscape, from sharpening a compelling value proposition to navigating capital decisions and growth strategies. https://livesocial.seismic.com/agzbtS

08/05/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/akjBzG

07/30/2026

Does your compensation extend beyond a traditional paycheck? Join us Monday, August 3 for "Planning for Retirement: IRAs, 401(k)s, RSUs, Stock Options and ESOPs," part of our Wealth Education for the Next Generation Series. You'll have the opportunity to learn how retirement plans, equity compensation and employer sponsored benefits can become powerful engines of long-term wealth. Register Here:
https://livesocial.seismic.com/aJC1Go

05/28/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/aoKckY

05/10/2026

Happy Mother's Day! One day just isn't enough to pay tribute to the one who made us all who we are today. Whether it's a mother, stepmother, sister, or grandmother, today is the day we thank them for all they've done.

05/01/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/akCLQV

04/14/2026

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you look forward to retirement. https://livesocial.seismic.com/aj4Eub

03/30/2026

Your professional journey is as important as your financial one. I invite you to join this "Building a Meaningful Career & Elevating your Elevator Pitch" session on April 6, where our panel of experts will share their career stories, pivotal moments and the values—like purpose, adaptability, and integrity—that have shaped their success. You'll also learn how to craft a compelling elevator pitch, helping you articulate your unique value and advance your career with confidence. https://livesocial.seismic.com/ao_Avo

03/26/2026

Proud to share that The Beacon Group has been named to the National Association of Plan Advisors' (NAPA) list of the nation's Top Defined Contribution (DC) Advisor Teams—recognizing teams with $100M+ in DC assets under advisement.

This distinction highlights the work being done by advisor teams helping strengthen America's private retirement system, and we're honored to be included alongside outstanding teams across the country. Thank you to our clients and partners for your continued confidence in our team.

2026 NAPA's Top DC Advisor Teams
Source: napa-net.org (March 2026) awarded in 2026. This ranking was determined through an evaluation process conducted by NAPA based on self-reported assets under advisement as of Dec 31, 2025. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Ratings are based on the opinion of NAPA and may not be representative of any one client’s experience nor indicative of the advisor’s future performance.
©2026 Morgan Stanley Smith Barney LLC. Member SIPC.

03/13/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/aSQYXi

Address

1787 Sentry Pkwy W, Bldg 18, Suite 440
Blue Bell, PA
19422

Website

http://www.morganstanleyfa.com/thebeacongrp/

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