The Legacy Wealth Management Group at Morgan Stanley

The Legacy Wealth Management Group at Morgan Stanley Financial Advisors at Morgan Stanley As your Financial Advisor team, our role is to help you use your wealth to achieve your definition of investment success.

That may mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member, retiring ten years early—the list is endless, and the decision is uniquely your own. Together, we will explore your aspirations and the life you envision. We will work with you to translate your goals into a specific investment objective and personalized investm

ent strategy. We will structure a portfolio for you, executing and refining that strategy to help bring you closer to achieving what is most important to you. In short, your goals become our focus, and working towards them becomes a commitment that we share.

2024, 2025, & 2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.
05/22/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

morganstanley.com

04/14/2026

In this Blueprint episode, StepStone Head of Strategy Michael McCabe shares how Morgan Stanley helped the asset management firm create a compelling investor narrative and distribute its products to Morgan Stanley clients. Explore the power of Morgan Stanley's holistic approach across capital raising, workplace solutions and wealth management. https://livesocial.seismic.com/gfcl8

A merger or acquisition can be an exciting time—but it can also be full of unknowns. Here are some tips to help you navi...
04/07/2026

A merger or acquisition can be an exciting time—but it can also be full of unknowns. Here are some tips to help you navigate the road ahead. https://livesocial.seismic.com/atEvrg

Happy St. Patrick's Day from the Legacy Wealth Management Group!
03/17/2026

Happy St. Patrick's Day from the Legacy Wealth Management Group!

Today is Employee Appreciation Day, and the Legacy Wealth Management Group is celebrating. We truly enjoy working as a t...
03/06/2026

Today is Employee Appreciation Day, and the Legacy Wealth Management Group is celebrating. We truly enjoy working as a team—so much so that we sometimes spend time together outside of work as well.

You still have time to max out your IRA contributions for the 2025 tax year (if eligible). Invest in your future retirem...
02/24/2026

You still have time to max out your IRA contributions for the 2025 tax year (if eligible). Invest in your future retirement today and contribute by the April 15th, 2026 tax deadline. Learn more here: https://livesocial.seismic.com/a0g5ZD

More than one in three women is living with some form of cardiovascular disease. This February, join Morgan Stanley in o...
02/09/2026

More than one in three women is living with some form of cardiovascular disease. This February, join Morgan Stanley in our support of the American Heart Association's Go Red for Women movement to raise awareness. Educate yourself about heart disease in women and help save lives. https://livesocial.seismic.com/a2G11M

We are thrilled to kick off 2026 with fantastic news—our team has been honored by Forbes as #4 on its Best-In-State Wea...
02/05/2026

We are thrilled to kick off 2026 with fantastic news—our team has been honored by Forbes as #4 on its Best-In-State Wealth Management Teams for 2026 for the state of Iowa.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://www.morganstanley.com/disclosures/awards-disclosure.html ]

I am excited to congratulate Kyle Dadisman on his recent promotion to First Vice President, Wealth Management at Morgan ...
02/04/2026

I am excited to congratulate Kyle Dadisman on his recent promotion to First Vice President, Wealth Management at Morgan Stanley. This accomplishment reflects his hard work and dedication to our team, firm, but most importantly, our clients. Congratulations Kyle! Well deserved!th

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4300 E 53rd Street, #300
Davenport, IA
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