Shawn E. Eager - Financial Advisor at Morgan Stanley

06/07/2026

The best outcomes rarely happen by accident—they start with a plan.

Thomas’ Summer ’26 is filled with opportunities to learn, grow, create, explore, and make memories along the way. ☀️💙

Whether it’s preparing for a summer of growth or planning for the future, intentional planning helps turn goals into meaningful progress.

06/05/2026

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of monetary policy expectations. Read more in the 1% Move report.

microsoft.com

06/05/2026

💡 Complex financial decisions rarely happen in isolation.

If your financial life includes:

• 📈 Equity compensation or stock options
• 🏢 A closely held business
• 📊 A concentrated stock position
• 📑 Trusts, family entities, or multigenerational planning
• 💰 An upcoming liquidity event

Then the biggest opportunities often come down to:

• ⏰ Timing
• 🔄 Sequencing
• 📉 Tax efficiency
• 🤝 Coordination across your financial life

We help ultra-high-net-worth executives, business owners, and families bring structure to complex situations by coordinating decisions across accounts, entities, and the people involved.

Whether you’re:

• 💵 Considering diversification
• 📈 Making equity compensation decisions
• ❤️ Exploring charitable strategies
• 📅 Planning for year-end tax opportunities

Now may be the time to map out the next 60–90 days.

🤝 We work alongside your CPA and attorney when appropriate—we don’t replace them.

📩 If this sounds like your situation, send me a DM to learn more. .stanley

05/29/2026

Proud dad moment. 💙

A/B Honor Roll, two quarters in a row. On National 529 Day, I’m reminded that the best investment is in our kids.

Proud of you, Thomas. 📚👏


stanley

05/26/2026

After the loss of a spouse, it's hard to know what needs immediate attention vs. what can wait when it comes to your finances. Here are three of the most common questions I get—and some guidance to help grieving family members prioritize the critical steps—while navigating their new reality.

05/21/2026

In this Blueprint episode, Figma CFO Praveer Melwani shares how the firm's support in wealth management, IPO readiness and employee equity guidance helped the company achieve breakthrough growth. See the power of Morgan Stanley's holistic approach.

05/20/2026

US equities gained Wednesday on renewed hope of an end to the US-Iran conflict. Read more in the 1% Move report.

morganstanley.com

05/20/2026

In this Blueprint episode, StepStone Head of Strategy Michael McCabe shares how Morgan Stanley supported StepStone at pivotal inflection points—from the IPO, to wealth management for executives, to distributing StepStone's products through Morgan Stanley Wealth Management. Learn the power of Morgan Stanley's holistic approach for company leaders.

05/19/2026

Company stock can be a powerful wealth builder—but when it becomes too large a percentage of your net worth, it can also become your biggest source of portfolio risk. 📈

Before selling—or continuing to hold—ask yourself three key questions:

1️⃣ How much of your total net worth is tied to your employer (shares, RSUs, options, ESPP, and 401(k))?
2️⃣ Does that concentration still align with your goals, liquidity needs, and tax situation?
3️⃣ Do you have a tax-aware diversification strategy to reduce risk over time?

A thoughtful plan can help preserve what you’ve built while creating a more diversified portfolio. 🔄

DM me “HOPES”, and I’ll send you a checklist to help evaluate your exposure and map out a diversification strategy.

.stanley

05/15/2026

US equities fell Friday as oil-related inflationary pressures spurred a surge in global sovereign bond yields. Read more in the 1% Move report.

morganstanley.com