Claudine Callison-Siero, Financial Advisor at Morgan Stanley

Claudine Callison-Siero, Financial Advisor at Morgan Stanley Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html

Honors and Awards:

Named to the 2025 Forbes Top Women Wealth Advisors Best-In-State ranking
2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2025) Data compiled by SHOOK Research LLC for the period 9/30/23 - 9/30/24.

2024 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awa

rded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.

2025 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.

Did you know you can use investment losses to offset your capital gains and reduce your tax bill? Learn more about how t...
10/04/2025

Did you know you can use investment losses to offset your capital gains and reduce your tax bill? Learn more about how tax-loss harvesting can work for you: https://livesocial.seismic.com/a2f5J4

Cybercriminals are becoming more sophisticated by the day. At Morgan Stanley, we take steps to help protect your money a...
10/02/2025

Cybercriminals are becoming more sophisticated by the day. At Morgan Stanley, we take steps to help protect your money and data and educate you on the latest scams. https://livesocial.seismic.com/axbRZG

09/30/2025

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://livesocial.seismic.com/8EViH

Protecting your personal information online is more important than ever. Join our next Wealth Education for the Next Gen...
09/28/2025

Protecting your personal information online is more important than ever. Join our next Wealth Education for the Next Generation virtual event on Monday, October 6th to discover essential cybersecurity practices and develop responsible social media habits that will help safeguard your digital presence in today's interconnected world. Register here: https://livesocial.seismic.com/aLQEO8

Celebrating 90 years isn't just about looking back—it's about looking forward. Excited for what's next, and proud to be ...
09/25/2025

Celebrating 90 years isn't just about looking back—it's about looking forward. Excited for what's next, and proud to be part of a Firm that's always evolving. https://livesocial.seismic.com/a7BGSg

What financial goals do you want to achieve before year-end? Let's talk about moves you can make this fall to help set y...
09/15/2025

What financial goals do you want to achieve before year-end? Let's talk about moves you can make this fall to help set yourself up for success. https://livesocial.seismic.com/aStyfq

Morgan Stanley clients with eligible brokerage accounts can now earn up to 4.31% Annual Percentage Yield on our Preferre...
09/15/2025

Morgan Stanley clients with eligible brokerage accounts can now earn up to 4.31% Annual Percentage Yield on our Preferred Certificate of Deposit (CD). Check out the competitive limited time offer on our 11-month CD available until 10/7/25. https://livesocial.seismic.com/aJlhPZ

🌟 Team Milestone! 🌟We're excited to celebrate two of our own – C Senzino II, CFP®, CPWA®, CIMA® and Alexis Wamsley, CFP...
09/12/2025

🌟 Team Milestone! 🌟

We're excited to celebrate two of our own – C Senzino II, CFP®, CPWA®, CIMA® and Alexis Wamsley, CFP® – on earning their CIMA Designations®. Their achievement reflects the dedication, talent and commitment to excellence that strengthen our entire team.

Together, we continue to raise the bar!

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so ...
09/11/2025

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 24 years ago.

September is Life Insurance Awareness Month. Learn how life insurance can be a versatile tool to help you reach your fin...
09/05/2025

September is Life Insurance Awareness Month. Learn how life insurance can be a versatile tool to help you reach your financial goals and protect your family. https://livesocial.seismic.com/akWlwc

Address

1801 N. Military Trail, Suite 300
Boca Raton, FL
33431

Telephone

+19738903884

Website

Alerts

Be the first to know and let us send you an email when Claudine Callison-Siero, Financial Advisor at Morgan Stanley posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Claudine Callison-Siero, Financial Advisor at Morgan Stanley:

Shortcuts

Share

Category