Kristin Wollam - Morgan Stanley Financial Advisor

02/06/2024

I am very proud to announce that I have been named to Morgan Stanley's prestigious Pacesetter's Club, a group of the Firm's successful Financial Advisors. I appreciate this recognition of my dedication in providing a wide range of services to my clients.

Disclosure: https://mgstn.ly/48yHOEI

12/05/2023

Giving gifts to family members remains a cherished part of the holiday routine for many. Let’s discuss some financially smart ways to approach this tradition. https://mgstn.ly/3TaQyfi

11/30/2023

Macroeconomic Outlook 2024: Morgan Stanley Economists see slower growth in the year ahead as central banks focus on taming inflation.

In 2024, inflation should continue to fall, accompanied by a global slowdown in growth.

11/17/2023

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

11/16/2023

As we look to close out the year on a healthy and hopeful note, let’s discuss ways to support the people you care for and the causes you value most.

As you reconnect with loved ones for the holidays, consider these impactful ways to give.

10/27/2023

Rose Marie McBride, Financial Advisor at Morgan Stanley and I had an absolute blast supporting the Joffrey Ballet and the Joffrey Ballet Women's Board over the past week. Cheers to Anna Assenmacher for the invitation into the stunning world of the Chicago ballet.

10/24/2023

An AI-powered brain implant helped a paralyzed patient speak through a digital avatar. Though scale and commercialization remain distant, the breakthrough shows the remarkable moonshot potential of brain-computer interfaces.

Brain-computer interfaces could one day help enable doctors to treat serious brain injury and restore mobility and cognition after paralysis.

10/16/2023

Explore the pay, benefits and bonus structures that single family offices are using to attract and retain talent in Morgan Stanley’s latest benchmarking report. https://mgstn.ly/3S1qbIu

09/26/2023

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.

Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.

09/21/2023

Learn how you can use tax-efficient strategies to gift to family members and help preserve your family's wealth for the long term. Click play for video insights from Morgan Stanley and learn more here: https://mgstn.ly/45R6l6F

09/19/2023

Wondering if a government shutdown could affect your investments? Check out the latest commentary from our public policy strategist and let’s connect.

A U.S. government shutdown looks increasingly likely. Here are the answers to investors’ top three questions.

09/14/2023

“Build a team that plays towards your Vision.” Check out Sandra L. Richards, Head of Morgan Stanley Global Sports & Entertainment and financial education advocate Larry Fitzgerald, Jr. on CNBC Power Lunch with Frank Holland sharing more about Money in the Making, our new digital financial education program created to support the next generation of athletes, entertainers, creators and young professionals in those industries. Financial education plays a vital role in the work we do for clients at any point of their career. To learn more about Money in the Making, visit https://mgstn.ly/3LlQ8hC
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