Compass Point Wealth Management Group at Morgan Stanley

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Compass Point Wealth Management Group 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 is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advic

e for compensation in states where they are registered 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.

05/29/2026

From growth opportunities and income needs to concentrated equity exposure, investors are weighing a range of priorities in today's market environment.

Watch this conversation featuring Brian Holzer, Head of Alternative Investments Distribution, and Troy Gayeski, Chief Market Strategist for Future Standard, on how investors are approaching alternative investments within portfolios. For more insights: https://livesocial.seismic.com/dMEtS

05/21/2026

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively.

Register Here: https://livesocial.seismic.com/aRSRH0

05/19/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

morganstanley.com

05/18/2026

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement outcomes.

brightcove.net

05/08/2026

Approaching retirement but don't need your required minimum distributions right away? Discover how you can reinvest the funds for future retirement needs or to support your loved ones. https://livesocial.seismic.com/aV1HDP

05/06/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important. https://livesocial.seismic.com/FCy9s

04/12/2024

Interested in fixed income in 2024? I am sharing this outlook outlining positive signals, which sectors to watch, what are some key considerations. I encourage you to connect with me to start a conversation.

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04/10/2024

Good news! Morgan Stanley clients with eligible brokerage accounts can now earn up to 5.43% Annual Percentage Yield. We have expanded our suite of New Money Certificate of Deposit (CD) offerings to include a 9-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://livesocial.seismic.com/ateOis

03/18/2024

Reserved Living & Giving members can enjoy special pricing to the 2024 NCAA Men's March Madness Tournament. Access tickets to college basketball's biggest games! https://livesocial.seismic.com/aFbslY

03/05/2024

Did you know fraud and cybercrime spike during tax season. I want to share this guide to help you protect yourself, recognize possible fraud warning signs, and take action if you become a victim.

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Address

350 East Las Olas Boulevard Ste 1200
Fort Lauderdale, FL
33301

Website

https://advisor.morganstanley.com/compass-point-wealth-management

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