The DFD Group at Morgan Stanley

01/08/2026

Our team, The DFD Group, is thrilled to be a part of the 2026 Forbes Best-In-State Wealth Management Teams ranking. Our clients are at the heart of everything we do and their confidence has been instrumental in achieving this recognition. It's an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

[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 ]

12/25/2025

Wishing you and your loved ones a wonderful holiday season filled with joy, peace, relaxation, and a prosperous new year!

12/13/2025

Did you know cybercriminals are especially active during the holidays? Find out how to protect yourself from five common scams. https://livesocial.seismic.com/aR7N6e

11/26/2025

This Thanksgiving, let's take a moment to appreciate the simple joys and the cherished moments that bring us together. May your day be filled with laughter, love, and gratitude. Here's to celebrating the blessings of today. Happy Thanksgiving to you and your loved ones! 🦃🍂

11/18/2025

We're thrilled to share that our colleague, Henrique Mendes, has passed the Series 7 exam after just one month in the Client Service Associate (CSA) position.

As a member of the DFD Group at Morgan Stanley, Henrique's dedication and hard work are truly inspiring. and we are excited to see his continued growth!

Congratulations Henrique!

11/14/2025

Thoughtful giving can deepen relationships and create meaningful legacies. Morgan Stanley Wealth Management's virtual event Giving with Purpose will explore how purpose driven giving can align with your values and make a lasting impact. Register here to join us on Wednesday, November 19: https://livesocial.seismic.com/aJzZib

11/11/2025

This Veterans Day, we pause to honor and express our deepest gratitude to the brave men and women who have served in the armed forces.

Join us in paying tribute to these heroes today and every day. Thank you for your service.

10/31/2025

Oftentimes the simplest defense against cybercriminals is having a strong, unique password. These tips can help. https://livesocial.seismic.com/TiFY7

10/21/2025

How do you stay safe from cyber threats in the age of AI? In recognition of Cybersecurity Awareness Month, join Morgan Stanley's cybersecurity leaders on Tuesday, October 28 to learn essential strategies to protect yourself.

Register here: https://livesocial.seismic.com/aeuqgd

10/06/2025

Hear renowned professional golfer and Morgan Stanley Brand Ambassador Justin Rose share insights into his storied career journey, keys to his success and much more. Tune in: https://livesocial.seismic.com/a4reSZ

10/03/2025

Join us this October in honoring Breast Cancer Awareness Month. Together, we can support research, raise awareness, and empower those affected by breast cancer. Let's make a difference, one step at a time.

10/01/2025

October is National Cybersecurity Awareness Month - a great time to reinforce our commitment to protecting our digital landscape. Let's focus on empowering ourselves with knowledge and best practices to help safeguard our data and systems. Read through the article below to learn some tips on how to stay safe.

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