Kristi Traylor, Financial Advisor at Morgan Stanley

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Fort Worth, TX
Kristi Traylor, Financial Advisor at Morgan Stanley

I am a Financial Advisor with The Money-Sense Team at Morgan Stanley. It involves a deep awareness of who you are and the financial forces at work in your life.

At The Money-Sense Team, we believe managing wealth involves far more than managing a set of investments. It means helping you organize and manage your wealth in a way that reflects your personal values and the realities of your life. We are a closely-knit advisory team who understands the importance of family and the desire to leave an enduring legacy. Working together, we bring decades of wisdom

and a seamless continuity in our values.* Most importantly, we offer a generational approach to managing wealth that provides a balance of perspectives to help you – and your children – make informed financial decisions now and in the future. NMLS #: 1944103

*Please see the team website, https://advisor.morganstanley.com/the-money-sense-team, for details about the members, their functional titles and their individual years of experience.

©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

12/19/2023

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.

Reduce the risk of fraud and help ensure your money is going to a deserving charity instead of a devious criminal by following these tips.

12/07/2023

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Stay a step ahead of cybercriminals this season by being aware of these scams.

11/16/2023

As we look to close out the year on a healthy and hopeful note, let’s discuss ways to support the people you care for and the causes you value most.

As you reconnect with loved ones for the holidays, consider these impactful ways to give.

11/13/2023

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.

Cybercriminal activity continues to evolve. Stay up-to-date about common schemes you might encounter so you can help prevent fraud.

10/19/2023

You’ve probably heard of cybersecurity terms like ransomware, phishing and encryption. But do you really know what they mean? Our guide breaks down what you should know.

When it comes to cybersecurity, knowledge is your first line of defense.

09/26/2023

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success.

Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.

09/14/2023

Think you’re immune to ransomware attacks? Unfortunately, that’s not the case. Apply these prevention strategies to help deter cybercriminals.

Ransomware attacks can be a big problem for small businesses. Learn about prevention tips and recovery strategies.

08/10/2023

Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away from home.

College students are often targets for hackers. Discover the importance of cyber safety for students, plus tips on how to keep your identity and data secure.

07/31/2023

Help protect yourself on your next trip with these cybersecurity tips.

Learn how to protect your computer security while traveling. Explore these travel cybersecurity tips from Morgan Stanley as you plan your next vacation.

07/25/2023

Carefully managing distributions from your portfolio during retirement can save on taxes, leaving you more money to spend and enjoy. Let’s discuss whether this approach might make sense for you.

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy.

06/27/2023

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Complete these tasks to make sure everything is aligned.

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here’s a mid-year checklist to help get you started.

05/25/2023

The battle between hackers and cybersecurity teams has extended to the world of AI. Learn how to protect yourself.

In the evolving landscape of artificial intelligence (AI), both cybersecurity teams and hackers are using AI to their advantage.

Address

201 Main Street, Suite 1500
Fort Worth, TX
76102

Website

https://advisor.morganstanley.com/the-money-sense-team

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