Milestone Planning Group at Morgan Stanley

Milestone Planning Group at Morgan Stanley We’ll spend as much time as necessary to get to know you and your financial needs. MSSB is not responsible for content posted by third-parties.

We harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy for you

The Milestone Planning Group at Morgan Stanley offers our clients a distinct combination – extensive financial knowledge and a high level of personal attention. This is how we strive to earn our clients’ trust every day and build strong relationships that endure through the years. Dis

claimers:
©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/milestone-planning-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. NMLS #: 1278655, 1293915, 1310714, 1255748, 1275800

CA Insurance License # 0K61231, 1805294, 4095388, 0123347

AR Insurance License #: 785793, 15412596, 18654390

The U.S. midterms may shift the makeup of Congress, but Morgan Stanley Research expects little change to the policies th...
08/28/2026

The U.S. midterms may shift the makeup of Congress, but Morgan Stanley Research expects little change to the policies that matter most for markets.

morganstanley.com

Regulatory progress, AI advances and lower costs are accelerating the scale of the robotaxi industry. Learn more here:
08/26/2026

Regulatory progress, AI advances and lower costs are accelerating the scale of the robotaxi industry. Learn more here:

morganstanley.com

Starting college often means making more independent financial decisions. Understanding how credit works can help studen...
08/24/2026

Starting college often means making more independent financial decisions. Understanding how credit works can help students build confidence and avoid common missteps.

Morgan Stanley offers educational guidance for families and students on using credit thoughtfully, managing spending and developing healthy financial habits over time.

morganstanley.com

In honor of National Senior Citizens Day, we recognize the older adults who have shaped our families, communities and fu...
08/21/2026

In honor of National Senior Citizens Day, we recognize the older adults who have shaped our families, communities and futures—and the importance of helping protect what they've worked so hard to build. Elder financial abuse is a growing threat, but awareness, trusted contacts and open conversations can help safeguard loved ones.

morganstanley.com

We're proud to congratulate Nisa Salins, CFP® on being named to the 2026 Forbes Top Next-Gen Wealth Advisors Best-in-Sta...
08/19/2026

We're proud to congratulate Nisa Salins, CFP® on being named to the 2026 Forbes Top Next-Gen Wealth Advisors Best-in-State list for Illinois.

This recognition is especially meaningful as it marks her second consecutive year receiving this honor. It reflects the dedication, professionalism, and client-first mindset she brings to her work every day.

On behalf of all of us at Milestone Planning Group at Morgan Stanley, congratulations, Nisa! We're grateful to have you as part of our team and proud to celebrate this well-deserved achievement.

2025-2026 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

08/17/2026

Because they're irreversible, crypto losses can be costly. Watch this video featuring Prashanth Challa, Head of Wealth Management Cybersecurity, to learn about the tactics scammers deploy to try to gain access to your digital assets, and let me know if you have questions.

National Financial Awareness Day is a great reminder that financial confidence starts with the basics. Whether you're bu...
08/14/2026

National Financial Awareness Day is a great reminder that financial confidence starts with the basics.

Whether you're building a budget, saving for the unexpected, contributing to retirement, investing for long-term goals or thinking about your legacy, small steps today can help create a stronger financial foundation for tomorrow.

Morgan Stanley's personal finance checklist outlines six practical ways to strengthen your financial literacy and take greater control of your financial future.

morganstanley.com

Cheaper obesity medicines could unlock broader demand, while supply-chain bottlenecks and premium-drug innovation may al...
08/12/2026

Cheaper obesity medicines could unlock broader demand, while supply-chain bottlenecks and premium-drug innovation may also shape how the market evolves. Our analysts Terence Flynn and Thibault Boutherin break down the investor implications.

morganstanley.com

Streaming is growing, but rising competition is shifting the industry's focus toward retention, content quality, and dif...
08/10/2026

Streaming is growing, but rising competition is shifting the industry's focus toward retention, content quality, and differentiation.

morganstanley.com

Investor interest in space is surging as NASA's Artemis program, increased defense spending and private innovation drive...
08/07/2026

Investor interest in space is surging as NASA's Artemis program, increased defense spending and private innovation drive growth across the space economy, from materials to satellite services.

morganstanley.com

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111 S. Pfingsten Road
Deerfield, IL
60015

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+18472915562

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