The Volrath Castle Group at Morgan Stanley

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The Volrath Castle Group at Morgan Stanley

Financial Advisors at Morgan Stanley It all starts with you. No one’s needs or concerns are just like yours. We’ll look together at your resources.

Welcome

Busy executives, entrepreneurial business owners, and aspiring retirees as well as next-generation family members of long-standing clients have found us ready to collaborate with them, helping care for their concerns and helping them work toward their goals. And then, we’ll add the resources of our team, along with Morgan Stanley’s global resources. Together we’ll help craft your plan. To

gether we’ll select your road. We will help guide you on that journey…and we love that work. Your confidence in us can potentially grow as we continue to communicate with you. That confidence will become our bond, whether you want assets to grow, or just want to preserve the wealth you’ve earned. This is what it means to care for your concerns.

©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information. NMLS #: 890614
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04/23/2026

In our latest edition of our quarterly
update, we go "Back to the Basics" to navigate through all the major news headlines that we are seeing today!

https://livesocial.seismic.com/aGaLn-

04/22/2026

Check out our latest Following the Fundamentals Fast Break: Back to the Basics - 2Q2026

In this clip, Portfolio Manager Aaron Castle reviews several core economic data points to help cut through the noise often amplified by financial entertainment channels on TV.

https://livesocial.seismic.com/aptgMv

02/13/2026

We are excited to share that Sheila Volrath has been named to the 2026 Forbes ranking of America's Top Women Wealth Advisors. Her commitment to excellence and dedication towards putting clients first have once again earned her a place among this distinguished group! Congratulations, and here's to continued success!

(Source: Forbes Awarded February 2026.. Data compiled by SHOOK Research based on time period from 6/30/24 - 6/30/25. Awards Disclosures) https://livesocial.seismic.com/1CiNA

01/22/2026

In this quarter's "Fast Break" our Portfolio Manager, Aaron Castle, revisits the topic "Are the Have-Nots Thawing Out?" Sustained small business optimism, lower interest rates, and headwinds turning into tailwinds are a few topics he discusses in this short 3 minute video.

Interested in this content? Join our webinar next Tuesday the 27th-message us below and we'll send you an invitation! https://livesocial.seismic.com/af2yxm

CRC #5103517

01/14/2026

In our latest quarterly update, we look at the narrowing gap between market "haves" and "have-nots", improving small-business optimism, and what shifting fundamentals may mean as we head further into 2026. Staying focused on long-term fundamentals remains key in navigating today's market.

Message us if you'd like to learn more or join our upcoming quarterly webinar. https://livesocial.seismic.com/aWUwG9

12/08/2025

November brought mixed performance across the major US stock indices as the S&P 500 showed a slight gain and the Nasdaq 100 was negative for the month. Also notable for the month of November, while still lagging the mega-cap dominated S&P 500 and Nasdaq 100 for the year, both the Mid-Cap and Small-Cap index outperformed the S&P 500 and Nasdaq 100 in November

11/12/2025

BREAKING NEWS!

We have officially broken ground on our new Morgan Stanley location in Davenport. We're hopeful that by the Fall of 2026, we'll be meeting with our clients in our beautiful, new, state-of-the-art building off of 53rd street.

11/11/2025

Honoring the courage and commitment of our veterans today. We are deeply grateful for your service.

10/15/2025

In our latest Following the Fundamentals: FAST BREAK, we break down:
1. Where job growth is really coming from
2. How government spending cuts are impacting markets
3. Why small business optimism is rising again
4. The latest Morgan Stanley earnings signals

Watch the full video in the link or join us for our webinar on Tuesday October 21 at 6:00 CST. Comment below for the official invitation!

morganstanley.com

10/13/2025

Our latest edition of The Volrath Castle View is live-packed with timely insights, market trends, and personal updates from all team members. Check it out! https://livesocial.seismic.com/arxxbB

Address

4300 E. 53rd Street, STE 300
Davenport, IA
52807

Website

https://advisor.morganstanley.com/the-volrath-group

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