Melanie Walton, Financial Advisor at Morgan Stanley

04/10/2026

When to claim isn't always about maximizing your benefits-

Explore how spending needs, health, spousal factors and policy shifts can influence the decision.
Here are a few considerations as you plan for this next phase of life:

morganstanley.com

04/07/2026

Happy Financial Literacy Month!

Financial literacy means being equipped with the knowledge to help make smart financial decisions during every stage of your life. No matter your current age, circumstances, or priorities, a strong financial literacy foundation can help you meet your goals.

I encourage you to visit Morgan Stanley's Financial Literacy Hub to learn more, and share this site with your younger loved ones!

morganstanley.com

04/02/2026

The SHEconomy isn't coming — it's already here, and you can see it in the everyday choices women are making about work, family and money. The central idea is straightforward: As women command greater income, larger balance sheets and stronger influence over household and investment decisions, the effects ripple across the economy and financial markets- reshaping where capital flows.

What could this mean for you and your portfolio? Learn more here:

morganstanley.com

03/31/2026

Investors and households alike are entering 2026 shaped not just by markets, but by policy. The One Big Beautiful Bill Act (OBBBA), passed in July 2025, is among the most consequential fiscal shifts in decades, and its effects are beginning to show up across tax returns and household balance sheets.

What should you know about the new law as you navigate tax season and review your financial plan for 2026?

Learn more here:

morganstanley.com

03/27/2026

2026 Longevity Testing Project!

I wanted to start this year with a focus on the latest longevity testing and trends. My husband, Bob, is joining me on this exciting journey.

Here's what we are doing:
We have chosen Cenegenics as our health stack/partner company; They have been pioneers in this space for 30 years.
Our testing includes Galleri blood cancer screening, Prenovu whole-body MRI, extensive blood panel, Wavi mental/brain function test (EEG), carotid artery scan, VO2 Max cardiovascular analysis, and 3x4 genetic testing, DEXA scan (body mass and bone test).

Once testing is completed, the doctors put together a customized hormone/supplements and medication list for optimal health. They specify nutrition and workout strategies that can support healthy aging. Then, quarterly blood draws and annual testing to tweak and optimize.

We recently flew to Miami for our testing… results: LOTS to work on- Haha!

So excited to be on this journey!

03/23/2026

I'm deeply proud to be a woman in finance- especially during Women's History Month.

Women have come a long way in building wealth and shaping the future of our industry. At the same time, I know first-hand that women still face unique financial challenges and life transitions that deserve thoughtful financial guidance and insight.

That's part of why I'm so passionate about the work I do- helping women feel confident, informed, and in control of their financial futures.

I encourage you to visit my website to discover a selection of resources that can help you navigate unique life events with confidence.

This month, and every month, I am dedicated to supporting women in all ways- especially with planning their financial futures. I welcome the opportunity to discuss how we can plan for you and your family!

morganstanley.com

03/18/2026

It's been a great start to 2026! I am honored to share that I was promoted to Executive Director and named to the list of 2026 'Forbes Top Women Wealth Advisors Best-In-State.'

I am deeply grateful for my clients and colleagues for their continued confidence in my services.
This honor reflects the meaningful relationships I'm privileged to be part of every day and would not be possible without you.

Here's to reaching more milestones together!

[Source: Forbes (Awarded Feb 2026). Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25.

https://livesocial.seismic.com/arYqtc

https://www.morganstanley.com/disclosures/awards-disclosure.html ]

05/15/2025

With teens and young adults facing a mental health crisis, "stigma" is often blamed for young people's reluctance to reach out for help. However, recent research by The Jed Foundation, a nonprofit member of the Morgan Stanley Alliance for Children's Mental Health, finds other barriers—and steps to overcome them. Please take a moment to read about how we can help our younger generations get the help and support they may need. https://livesocial.seismic.com/amyRvQ

05/12/2025

Thankful and Grateful on this Mother's day.
My Mom provided an invaluable example to me as she worked hard as a nurse anesthetist , while raising her family.
The tradition continues within our family. Hard work… perseverance… and never give up!
Cheers to all mom's on this wonderful day!

05/01/2025

The new spring season offers a great opportunity to refresh your home. While you're decluttering, you may also want to take some time to tidy up your finances. https://livesocial.seismic.com/aBKB-y

04/10/2025

The latest tariff news has deeply shaken markets. What could it mean for your portfolio? Here's the latest insight from our Global Investment Office. https://livesocial.seismic.com/ap8J5c

03/28/2025

The saying coined by Ben Franklin more than 200 years ago, "Nothing is certain except death and taxes," still rings true today. The countdown to Tax Day- April 15th- has begun. Are you prepared?
Consider these strategies as the deadline approaches, and call me if you have questions.