The Whitmore Team at Morgan Stanley

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If you're supporting a child, grandchild, niece/nephew, or even planning for your own continuing education; here are a f...
05/29/2026

If you're supporting a child, grandchild, niece/nephew, or even planning for your own continuing education; here are a few questions worth revisiting this month:

What's your time horizon?
What's the best investment vehicle?
How much does high education cost?" https://livesocial.seismic.com/aThlxA

May carries a lot of meaning. It's National Mental Health Awareness Month, celebrating raise awareness, reduce stigma, a...
05/11/2026

May carries a lot of meaning. It's National Mental Health Awareness Month, celebrating raise awareness, reduce stigma, and provide support for mental health conditions. Wear Green to show your support!

Celebrating Mother's Day Today by saying Thank you to the moms and caregivers who lead with love, advocate fiercely, and...
05/10/2026

Celebrating Mother's Day Today by saying Thank you to the moms and caregivers who lead with love, advocate fiercely, and make space for others to grow. https://livesocial.seismic.com/aMVaSX

05/08/2026

Beginning today we will be fully integrating our new client support team of Jackie Parent, Julie Bozich, Rhonda Wicks and Madison Hairston. They bring more than 75 years of combined industry experience. The team can be reached at 248-848-8078 or [email protected].

Bittersweet news to share: Theresa Young is retiring after 41+ years in financial services and over a decade with our te...
05/07/2026

Bittersweet news to share: Theresa Young is retiring after 41+ years in financial services and over a decade with our team. We're incredibly grateful for her steady support and thoughtful guidance. Congratulations, Theresa—we'll miss you and wish you the very best in this next chapter. Leave Theresa a warm comment! https://livesocial.seismic.com/alSgQq

With Cinco de Mayo around the corner, I'm thinking about what it represents: heritage, resilience, and building somethin...
05/05/2026

With Cinco de Mayo around the corner, I'm thinking about what it represents: heritage, resilience, and building something that lasts. Celebrate by trying these fun recipes. https://livesocial.seismic.com/aN1Q7y

As life expectancy continues to rise, it is more important than ever to plan for a longer retirement, from building sust...
04/28/2026

As life expectancy continues to rise, it is more important than ever to plan for a longer retirement, from building sustainable income to accounting for healthcare and lifestyle goals. Connect with me to learn more about retirement planning and how to ensure your strategy is built to last https://livesocial.seismic.com/a9Wegz

National Volunteer Week is a reminder that impact isn't only measured in big moments; it's built through consistent serv...
04/20/2026

National Volunteer Week is a reminder that impact isn't only measured in big moments; it's built through consistent service, shared skills, and time given to strengthen our communities. Thank you to everyone who shows up and makes a difference. Learn more about how Morgan Stanley leads with compassion. https://livesocial.seismic.com/a_qIDf

It's Tax Day. If you haven't already, here are a few last-minute items to confirm: filing status, direct deposit details...
04/15/2026

It's Tax Day. If you haven't already, here are a few last-minute items to confirm: filing status, direct deposit details, supporting documents, and whether an extension makes sense for your situation. And once you hit submit, save a copy of your return and key documents; your future self will thank you.

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