Alex Cena, Financial Advisor at Morgan Stanley

06/03/2026

AI infrastructure investment is boosting the outlook for risk assets, particularly U.S. equities, despite geopolitical risks. Credit markets could face challenges as companies increase bond issuance.

morganstanley.com

06/02/2026

The era of frictionless trade is fading. Supply chains are being rewired for security as governments tighten control over critical inputs, creating new investment opportunities.

morganstanley.com

06/01/2026

From growth opportunities and income needs to concentrated equity exposure, investors are weighing a range of priorities in today's market environment.

Watch this conversation featuring Brian Holzer, Head of Alternative Investments Distribution, and Troy Gayeski, Chief Market Strategist for Future Standard, on how investors are approaching alternative investments within portfolios. For more insights: https://livesocial.seismic.com/3-U6J

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/a3RvfL

05/27/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/auB0TM

05/26/2026

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively.

Register Here: https://livesocial.seismic.com/aVoS3s

05/25/2026

On Memorial Day, we honor the brave men and women who gave their lives in service to our country. Their sacrifice helped preserve the freedoms we all enjoy today. We hope you're able to spend meaningful time with family and friends while taking a moment to reflect on those who made it possible.

05/20/2026

Couldn't be happier for my partner C. Fielder on being named a Forbes 2026 Best-In-State Wealth Advisor.

Anyone who knows you knows how much you care about your clients and how consistently you show up for them. This recognition is so well deserved, and I'm proud to be on the same team with you. Congrats again—really happy for you.

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.html

05/19/2026

In a higher-for-longer rate environment with elevated geopolitical risk, Tony Charles explains why private real estate credit may offer a potential “flight to quality”—read more below.

In a higher-for-longer rate environment with elevated geopolitical risk, Tony Charles explains why private real estate credit may offer a potential “flight to quality”—read more below

05/11/2026

If you're preparing for an upcoming merger or acquisition and need support with your retirement plan transition, I'm here to help. Reach out to discuss key considerations and read our full article for best practices to keep in mind.
https://livesocial.seismic.com/acrd0n