The Kuntz Team at Morgan Stanley

The Kuntz Team at Morgan Stanley Financial Advisors at Morgan Stanley Charles K***z NMLS ID # 1331999
Jane K***z NMLS ID # 2551773

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

Amid a headline-heavy month, AI disruption stole the show. For more detail on how AI is impacting equities and credit, s...
03/05/2026

Amid a headline-heavy month, AI disruption stole the show. For more detail on how AI is impacting equities and credit, see the March edition of On the Markets

morganstanley.com

After wrapping up our biweekly financial literacy lessons with the student-athletes at Philadelphia City Rowing during t...
03/02/2026

After wrapping up our biweekly financial literacy lessons with the student-athletes at Philadelphia City Rowing during their indoor season – covering topics like budgeting, saving, investing, the markets, building credit, and cybersecurity - we had the chance to cheer them on as volunteers at the 2026 Philadelphia Indoor Classic. It's inspiring to see the drive these student-athletes have – both on the erg and in planning for their futures.

I am proud to announce that I have been named to Morgan Stanley's prestigious Century Club, an elite group of the Firm's...
02/24/2026

I am proud to announce that I have been named to Morgan Stanley's prestigious Century Club, an elite group of the Firm's top Financial Advisors. I'm honored and appreciate this recognition of my dedication in providing first-class service to our clients.

Morgan Stanley Research has identified the themes that represent the most compelling investment opportunities for the ye...
02/19/2026

Morgan Stanley Research has identified the themes that represent the most compelling investment opportunities for the year ahead. This annual list is a result of deep discussions with macro and industry analysts to understand major trends across sectors and regions. Click to see the full list here:

morganstanley.com

2026 is set to bring big policy shifts that could affect markets—and your portfolio. Here are seven trends our strategis...
02/12/2026

2026 is set to bring big policy shifts that could affect markets—and your portfolio. Here are seven trends our strategists are watching.

morganstanley.com

Despite the recent volatility in gold, central bank demand for the metal is high and likely to remain so. Find out more ...
02/04/2026

Despite the recent volatility in gold, central bank demand for the metal is high and likely to remain so. Find out more in On the Markets.

morganstanley.com

Today is Data Privacy Day, a perfect reminder of the importance of safeguarding our personal information online. As we s...
01/28/2026

Today is Data Privacy Day, a perfect reminder of the importance of safeguarding our personal information online. As we share more of our daily lives on the internet, it's crucial to balance security and convenience. These five tips can help you take greater control of your digital footprint and enhance your online privacy.

morganstanley.com

How may the One Big Beautiful Bill Act impact your 2026 financial plan? Join Morgan Stanley Wealth Management on Tuesday...
01/16/2026

How may the One Big Beautiful Bill Act impact your 2026 financial plan? Join Morgan Stanley Wealth Management on Tuesday, January 20 for insights into what it could mean for the tax and financial planning landscape. Register here: https://livesocial.seismic.com/atC2P6

How could the U.S. intervention in Venezuela impact financial markets and your portfolio? Morgan Stanley's research team...
01/09/2026

How could the U.S. intervention in Venezuela impact financial markets and your portfolio? Morgan Stanley's research team shares timely insight here: https://livesocial.seismic.com/aiy_uK

Even after a very strong year, the outlook for large-cap banks appears bright, thanks to regulatory relief, monetary pol...
01/06/2026

Even after a very strong year, the outlook for large-cap banks appears bright, thanks to regulatory relief, monetary policy changes and the continuing rebound in capital markets activity. Find out more in On the Markets.

morganstanley.com

Warm wishes for a joyful and peaceful holiday season filled with cheer. Happy Holidays from The K***z Team at Morgan Sta...
12/22/2025

Warm wishes for a joyful and peaceful holiday season filled with cheer. Happy Holidays from The K***z Team at Morgan Stanley!

Address

899 Cassatt Road, Suite 100
Bryn Mawr, PA
19312

Alerts

Be the first to know and let us send you an email when The Kuntz Team 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 The Kuntz Team at Morgan Stanley:

Share