Andrea G. Schwarz, Financial Advisor at Morgan Stanley

06/30/2025

This fascinating video from Morgan Stanley Research shows how embodied AI is set to transform the global economy, from autonomous vehicles to humanoid robots. Reach out if you'd like to learn more.
https://www.morganstanley.com/insights/videos/humanoid-robots-adam-jonas-wealth-management?ET_MID=noloc&ET_MID=nomsai

02/12/2025

Excited to share that I have been named to the 2025 Forbes ranking of America's Top Women Wealth Advisors. It's an honor to be recognized among this exceptional group of women.

[Source: Forbes (Awarded Feb 2025). Data compiled by SHOOK Research LLC based for the period 9/30/23–9/30/24. https://livesocial.seismic.com/aMXV-B]

12/11/2024

The 2024 Morgan Stanley Reserved Living & Giving Holiday Gift Guide includes special offers for all your gifting needs! Get a head start on holiday shopping with 20% off Tumi, 25% off Therabody, 45% off Cozy Earth, 20% off Bose and more. https://livesocial.seismic.com/aYdKXX

11/13/2024

Realizing profits seems like the best part of investing, but taxes can add up. Our new analytics tool can help investors tap their portfolios in tax-savvy ways. Discover how the right combination of strategies may help you potentially achieve your financial goals faster.

morganstanley.com

11/07/2024

What could the election outcome mean for the markets, economic policy, and your portfolio in 2025 and beyond? Join us post-Election Day on Thursday, November 7, for a conversation with Morgan Stanley thought leaders as they break down the general election results. Register: https://livesocial.seismic.com/aQByJc

08/28/2024

Your financial objectives are unique to you. Let's create a tailored investment strategy that aligns with your goals. Reach out to me for a chat.

morganstanley.com

08/20/2024

Book your summer travel with Reserved Living & Giving. Enjoy discounts on hotels, golf club shipping, car rentals, popular attractions, airport lounge memberships and more!

msreserved.com

08/15/2024

Pet industry spending is set to reach $261 billion by 2030, according to Morgan Stanley Research. See what it means for investors.

morganstanley.com

07/16/2024

The Morgan Stanley Alliance for Children's Mental Health Innovation Awards program funds and advances transformative mental healthcare solutions for children and young adults across the U.S. Learn more about our program, application deadline and previous winners.

www.morganstanley.com

07/04/2024

Happy 4th of July! Wishing you and your family a memorable celebration and much joy on this Independence Day.

05/27/2024

On Memorial Day, our nation reflects on how grateful we are for the brave men and women who made the ultimate sacrifice. Thank you for your service.

05/12/2024

Happy Mother's Day to all the wonderful mothers and women in my life! Celebrating you and all that you do for your families.