The Fredericktowne Group at Morgan Stanley

06/19/2026

Today marks a meaningful milestone for me—28 years at the firm. I'm grateful for the clients who've trusted me over the years, the colleagues and mentors who've shaped my career, and the team I've had the privilege to work alongside.
The industry has changed a lot in 28 years, but what hasn't changed is the importance of relationships, disciplined planning, and putting clients first. Looking forward to what's ahead.

05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss.

morganstanley.com

04/24/2026

Please join the Fredericktowne Group in congratulating Matt on his promotion to Executive Director at Morgan Stanley.
We are grateful for all he brings to our team and the clients we have the privilege to support.
Congratulations, Matt! Well deserved.

03/20/2026

It's bracket season, so here's one with a different kind of scorecard!

The earlier the strategy starts, the more options families may have when the acceptance letter arrives.

03/19/2026

The Fredericktowne Group is proud to congratulate Ben on his promotion to Vice President at Morgan Stanley.

This promotion comes as Ben also marks his 5-year anniversary with the firm. We are grateful for his contributions to the team and the high level of service he provides to our clients.

Congratulations, Ben! We are excited for what's ahead.

01/12/2026

Forbes has published its Best-In-State Wealth Management Teams list for 2026, and we are proud to announce that The Fredericktowne Group has included in this prestigious ranking. We are grateful for the trust that our clients have placed in us and will continue our commitment to excellence.

Check out our website to learn more: https://advisor.morganstanley.com/the-fredericktowne-group

Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026?gv6=7fda1055-4dce-40bf-9bbc-5a053f7d583b

12/24/2025

As the holiday season approaches, the Fredericktowne Group would like to take a moment to extend our warmest wishes to you and your loved ones. We hope that you have a wonderful holiday season filled with joy, laughter, and good cheer.

12/18/2025

Celebrating the season with the Fredericktowne Group at our annual holiday party, where tradition meets festivity and teamwork shines.

12/08/2025

What could the year ahead look like for investors? Join Morgan Stanley Wealth Management on Tuesday, December 9 for a timely conversation about the economy and markets in 2026. Register here: https://livesocial.seismic.com/aRwJND

11/27/2025

We are grateful for the opportunity to serve as your Financial Advisors. Thank you for your confidence in The Fredericktowne Group and Morgan Stanley. Wishing a Happy Thanksgiving to you and your loved ones!