The Legacy Wealth Management Group at Morgan Stanley

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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

07/21/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/aRlGEN

07/07/2026

If one of their grandchildren emailed saying they needed emergency money wired to a new account right away, would your loved one send it without verifying? Watch this video to learn about common scams targeting the elderly, and let me know how I can help answer your questions about cybersecurity best practices.

07/04/2026

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.

06/21/2026

Happy Father's Day to all the incredible fathers and father figures out there!

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

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

03/17/2026

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

03/10/2026

Cybercriminals are clever and relentless. These proactive measures can help you identify and avoid tax scams.
https://livesocial.seismic.com/a1YvDU

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.

Address

4300 E 53rd Street, #300
Davenport, IA
52807

Website

https://advisor.morganstanley.com/legacywealthmanagement

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