The Founders Group at Morgan Stanley

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Financial Advisors at Morgan Stanley

© 2025 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 is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile do

es not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-founders-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. NMLS #: 1255307,
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Art can represent a significant share of your personal wealth. Let's discuss how art indices can offer some insight into...
02/25/2026

Art can represent a significant share of your personal wealth. Let's discuss how art indices can offer some insight into the value of what you own. https://livesocial.seismic.com/aVRGvf

Today we honor the memory and legacy of Dr. Martin Luther King, Jr. His vision of equality, hope and progress continues ...
01/19/2026

Today we honor the memory and legacy of Dr. Martin Luther King, Jr. His vision of equality, hope and progress continues to inspire us and future generations.

Knowing how to get started in climate philanthropy can be a challenge. Read about five ways to approach climate giving, ...
01/02/2026

Knowing how to get started in climate philanthropy can be a challenge. Read about five ways to approach climate giving, and let's discuss how I can help you maximize your efforts.

morganstanley.com

Often times we spend more time during the day with the people that we work with. I am proud to say that I have a great "...
12/31/2025

Often times we spend more time during the day with the people that we work with. I am proud to say that I have a great "work family" that I get to work with each and every day to help our clients accomplish their long term goals. So from our family to yours, we wish you a happy, healthy and prosperous New Year to come!

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so ...
09/11/2025

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 24 years ago.

The federal lifetime gift and estate tax exemption could halve in 2026. For some, early gifting could be a beneficial st...
11/05/2024

The federal lifetime gift and estate tax exemption could halve in 2026. For some, early gifting could be a beneficial strategy. Let me know if you'd like to learn more.

morganstanley.com

10/17/2024

Understand how specific trust strategies and the management of lifetime gifts can help you maximize your federal estate tax efficiency. Learn more through the Morgan Stanley Wealth and Estate Planning Video Series.
https://livesocial.seismic.com/amEZkU

10/03/2024

Explore the different types of irrevocable trusts and the benefits of each in relation to your estate planning. Learn more through the Morgan Stanley Wealth and Estate Planning Video Series.
https://livesocial.seismic.com/aV2hr5

On this day, we remember the events of September 11, 2001 and the lives that were forever changed. We honor their memory...
09/11/2024

On this day, we remember the events of September 11, 2001 and the lives that were forever changed. We honor their memory and stand united in reflection and hope.

02/21/2024

Discover the basic concepts of investing, so you can build your financial confidence and make it easier to make informed decisions about creating and managing your wealth. Learn more and explore other wealth education insights here: https://livesocial.seismic.com/aSrpNp

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