Megan Halvorson, Financial Advisor at Morgan Stanley

Megan Halvorson, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley I am a Qualified Plan Financial Consultant, Financial Advisor, and founding partner at The Sage Group at Morgan Stanley.

Understanding that everyone has different goals and situations, I take the time to recognize the financial situations of clients and provide personalized and comprehensive advice. I focus on retirement planning, financial planning, and 401(k) rollovers and plans. Due to my commitment to providing a wide range of services to clients, I was named to Morgan Stanley’s Pacesetter’s Club in 2022.

© 2022 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 Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html


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