Jennifer Suminguit, CFP, Financial Advisor at Morgan Stanley

Jennifer Suminguit, CFP, Financial Advisor at Morgan Stanley My focus is on helping my clients articulate, develop and achieve their financial goals and security in retirement planning.

Senior Vice President I Financial Advisor at Morgan Stanley

For more information on the designation(s) listed above, go to https://fa.morganstanley.com/jennifer.suminguit

NMLS #: 1278848

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan...
05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/aR2ygS

Always nice when the worlds of finance and golf cross paths. Great time cheering on Justin Rose two weekends ago, and ev...
05/19/2026

Always nice when the worlds of finance and golf cross paths. Great time cheering on Justin Rose two weekends ago, and even better having him as part of the Morgan Stanley team!

Tucker's been doing some thinking by the lake…Mostly about treats—but also about planning for the future.It's a simple r...
04/28/2026

Tucker's been doing some thinking by the lake…

Mostly about treats—but also about planning for the future.

It's a simple reminder that taking time to plan ahead can make a meaningful difference over time. Building a thoughtful financial plan today can help create more flexibility and confidence down the road.

If it's been a while since you've reviewed your plan, or haven't started yet, this is a great place to begin: https://www.morganstanley.com/articles/retirement-life-spending?ET_MID=noloc&ET_MID=nomsai&gv6=1e30223c-4b62-494a-8bc2-4c44ca072d67

Happy Easter to all who celebrate. A wonderful reminder of renewal, hope, and new beginnings as we head into the spring ...
04/05/2026

Happy Easter to all who celebrate. A wonderful reminder of renewal, hope, and new beginnings as we head into the spring season. Wishing everyone a joyful day with family and friends.

Such a beautiful day celebrating Katherine and Miller as they begin this exciting new chapter together. Wishing them a l...
03/31/2026

Such a beautiful day celebrating Katherine and Miller as they begin this exciting new chapter together. Wishing them a lifetime filled with love, happiness, and countless blessings. It was truly special to celebrate alongside close family and friends!

Planning for the future isn't all that different from filling out a bracket — every decision today can shape the outcome...
03/24/2026

Planning for the future isn't all that different from filling out a bracket — every decision today can shape the outcome down the road.

Whether it's education planning, saving strategies, or thinking long-term, having a game plan in place can make all the difference.

The big dance is here, and while the matchups have been exciting, the real question is about preparation — both on and off the court.

Who do you have going all the way?

A good run isn't just about speed—it's about pacing, staying disciplined when it gets tough, and adjusting along the way...
03/09/2026

A good run isn't just about speed—it's about pacing, staying disciplined when it gets tough, and adjusting along the way. Financial goals work the same way. The earlier you map out your route, build healthy habits, and check in periodically, the more prepared you are for the hills, detours, and unexpected weather.

Your future doesn't happen by accident—plan for it, stick with it, and keep moving forward.

Check out the following page regarding planning for your financial future: https://www.morganstanley.com/articles/financial-future

In anticipation of International Women's Day, I can't think of a better moment to celebrate my incredible daughter, Kath...
03/06/2026

In anticipation of International Women's Day, I can't think of a better moment to celebrate my incredible daughter, Katherine, as she prepares for her upcoming wedding. She's grown into such a strong, remarkable woman, and I couldn't be prouder. Here we are at her recent bridal shower—counting down to the big day, which is just around the corner!

Morgan Stanley's 2026 key investment themes show how AI growth, rising energy demand, geopolitics and demographic shifts...
02/23/2026

Morgan Stanley's 2026 key investment themes show how AI growth, rising energy demand, geopolitics and demographic shifts are influencing global markets.

morganstanley.com

Today, we commemorate Presidents' Day by paying tribute to the leaders who have played a defining role in our nation's s...
02/16/2026

Today, we commemorate Presidents' Day by paying tribute to the leaders who have played a defining role in our nation's story.

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17505 W. Catawba Avenue, Suite 300
Cornelius, NC
28031

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