Jonathan Wolfe, Financial Advisor at Morgan Stanley

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Jonathan Wolfe, Financial Advisor at Morgan Stanley

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©2025 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 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 r

egistered 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.

05/05/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/aEUd9C

05/01/2026

Earn up to 4.04% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible brokerage account holders. This competitive, limited-time offer is available until June 9, 2026. https://livesocial.seismic.com/a3fBrQ

04/14/2026

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the basics can help you navigate major money decisions. https://livesocial.seismic.com/aNMDEe

04/07/2026

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you look forward to retirement. https://livesocial.seismic.com/aTVoAc

03/18/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/aMUxBy

03/09/2026

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden. https://livesocial.seismic.com/aiBNyh

02/27/2026

Cybercriminals are clever and relentless. These proactive measures can help you identify and avoid tax scams.
https://livesocial.seismic.com/a6OkVl

02/25/2026

Morgan Stanley's 2026 key investment themes show how AI growth, rising energy demand, geopolitics and demographic shifts are influencing global markets.

morganstanley.com

02/05/2026

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://livesocial.seismic.com/aytzOJ

02/03/2026

Saving for retirement? Consider these strategies to help reduce your taxable income and keep more of what you've saved. https://livesocial.seismic.com/a_0mRd

Address

35055 W 12 Mile Road/Ste 101
Farmington Hills, MI
48331

Telephone

+12488488031

Website

https://advisor.morganstanley.com/jonathan.wolfe

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