The Fox Team at Morgan Stanley

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

©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advic

e for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information. David H Fox - Executive Director, Financial Advisor
NMLS #: 1274572
CA Insurance License #: 0D27050

Brian Lum - First Vice President, Financial Advisor
NMLS #: 1272724
CA Insurance License #: 0I67199

This Earth Day, we're reminded that progress is built through consistent, measurable action. At Morgan Stanley, we're fo...
04/22/2026

This Earth Day, we're reminded that progress is built through consistent, measurable action. At Morgan Stanley, we're focused on supporting the transition to a more sustainable economy—working with clients, communities, and colleagues to help drive long-term resilience and responsible growth.

Small steps add up: reduce waste, conserve energy, choose lower-carbon commutes, and look for ways to make sustainability part of everyday decisions—at work and at home.

How are you marking Earth Day this year?

Team

As Earth Day approaches, it's a good moment to turn reflection into momentum—by setting a small, specific goal we can ca...
04/20/2026

As Earth Day approaches, it's a good moment to turn reflection into momentum—by setting a small, specific goal we can carry forward beyond April 22.

This week, consider choosing one action that's measurable and repeatable: bring a reusable bottle or mug each day, cut back on single-use plastics, consolidate in-office days to reduce commuting emissions, or take five minutes to review your household energy use.

Individually these are modest steps; collectively they can drive meaningful change.

What's one sustainability habit you're committing to for the rest of 2026?

Team

Congratulations to Fox CFP®, Morgan Stanley Financial Advisors, named to this year's Forbes rankings of America's Top ...
04/16/2026

Congratulations to Fox CFP®, Morgan Stanley Financial Advisors, named to this year's Forbes rankings of America's Top Wealth Advisors and Best-In-State Wealth Advisors. You continue to redefine our industry's standards for success and represent the best of our firm.

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25.

https://www.morganstanley.com/disclosures/awards-disclosure/

Build a decision-making process (not predictions).In volatile times, it can help to focus less on forecasting and more o...
04/16/2026

Build a decision-making process (not predictions).
In volatile times, it can help to focus less on forecasting and more on having a repeatable way to make decisions.

A few general reflection questions:

• How often do I want to review my finances—monthly, quarterly, or annually?
• What information would prompt me to revisit a decision?
• Who do I want involved in major financial conversations?

Sticking to a consistent process can help reduce "headline-driven" reactions.



https://advisor.morganstanley.com/the-fox-team

In uncertain markets, the most productive question isn't "What will the market do next?" It's: What can I control today?...
04/15/2026

In uncertain markets, the most productive question isn't "What will the market do next?" It's: What can I control today?

Three fundamentals tend to matter in any environment:

• Your goals and time horizon
• Your cash-flow needs
• Your risk comfort (and staying aligned to it)

For resources, or to schedule a meeting, visit my website.



https://advisor.morganstanley.com/the-fox-team

Markets will always have headlines. Plans should have a purpose. This week, take 10 minutes to answer one question: What...
04/13/2026

Markets will always have headlines. Plans should have a purpose. This week, take 10 minutes to answer one question: What is my money meant to do for me in the next 1–3 years, 3–10 years, and beyond?

When we label dollars by "time horizon," the day-to-day noise matters less—and decision-making gets easier.

If you'd like a simple framework to map goals to strategies, visit my website to explore resources and schedule a conversation.



https://advisor.morganstanley.com/the-fox-team

April is a great time for a "pre-summer" planning check-in. It's an opportunity to revisit tax planning items, confirm y...
04/06/2026

April is a great time for a "pre-summer" planning check-in. It's an opportunity to revisit tax planning items, confirm your portfolio is positioned for your goals, and plan ahead for family gifting or philanthropic intentions. A small tune-up now can make the months ahead feel far more effortless.



https://advisor.morganstanley.com/the-fox-team

As summer plans start taking shape, it helps to make sure your lifestyle spending, travel, and any second-home expenses ...
04/02/2026

As summer plans start taking shape, it helps to make sure your lifestyle spending, travel, and any second-home expenses fit smoothly into your broader strategy. A short check on cash flow, liquidity, and coverage for homes and valuables can help keep the season focused on enjoying it, not managing around it.

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