Andrew Dawson, Financial Advisor at Morgan Stanley

Andrew Dawson, Financial Advisor at Morgan Stanley I provide comprehensive financial planning for successful real estate agents, mortgage professionals, and small business owners.

I do this by focusing on the unique needs of these groups. I live in Belding, Michigan with my wife Chelsey, and son, Lucas. I enjoy woodworking and home improvement projects – anything that involves manual or power tools. I also enjoy spending my free time with my family, being the unofficial taste tester for my wife’s baking business, and watching my son grow into an amazing individual.

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As we look towards the new year, consider these ways to support the people and causes you value.
11/15/2022

As we look towards the new year, consider these ways to support the people and causes you value.

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

Financial abuse of older citizens is one of the most common crimes in the U.S. But there are ways to protect you or your...
10/21/2022

Financial abuse of older citizens is one of the most common crimes in the U.S. But there are ways to protect you or your loved ones from scams.

Financial abuse of older citizens is one of the most common crimes in the US. But there are ways to protect you or your loved ones from scams like these

10/03/2022

Who went to college, attained a degree, landed a job that required said degree only to realize your passion lies elsewhere?

I have the knowledge and tools to create customized financial strategies for the challenges that today's families face. ...
09/30/2022

I have the knowledge and tools to create customized financial strategies for the challenges that today's families face. Contact me to learn more.

Find the right Morgan Stanley advisor for your wealth management. Search by your occupation, advisor certifications, investment needs, and languages spoken.

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set y...
09/30/2022

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.

Know the moves to make before year-end to start 2023 on the right track.

Amid another volatile stretch for stocks and bonds, are you wondering what Q4 will bring for markets and your portfolio?...
09/29/2022

Amid another volatile stretch for stocks and bonds, are you wondering what Q4 will bring for markets and your portfolio? Let’s discuss strategies to help you prepare.

A hawkish Federal Reserve and conflicting economic data have left investors uncertain heading into the fourth quarter. Here’s how to plan for what’s ahead.

Our strategists have found that “direct indexing” with systematic, year-round tax-loss harvesting may lead to greater af...
09/26/2022

Our strategists have found that “direct indexing” with systematic, year-round tax-loss harvesting may lead to greater after-tax returns than certain index-tracking funds. Reach out to see if this customizable strategy is right for you.

Learn more about the advantages of a direct indexing strategy and how it can help you meet your financial goals.

The Fed’s fight against inflation looks far from over. Is your portfolio prepared? Let’s discuss ways to help you naviga...
09/21/2022

The Fed’s fight against inflation looks far from over. Is your portfolio prepared? Let’s discuss ways to help you navigate what’s ahead.

Rising inflation has roiled markets, but under the surface, stock investors seem relatively calm. Should they be?

09/15/2022

As you approach retirement, consider shifting from growth to preservation. Watch to learn more steps you can take to plan for your retirement goals. https://mgstn.ly/3prV49o

Did you know the U.S. dollar is trading at its highest levels in 20 years? Let's discuss what that could mean for your p...
09/14/2022

Did you know the U.S. dollar is trading at its highest levels in 20 years? Let's discuss what that could mean for your portfolio.

The surging greenback is trading at its highest levels in 20 years. Equity investors need to proceed with caution.

Investors are laser-focused on the Fed these days, but there’s more to this market than monetary policy. Let’s discuss w...
09/08/2022

Investors are laser-focused on the Fed these days, but there’s more to this market than monetary policy. Let’s discuss what other dynamics may be in play and how to position your portfolio.

Dynamics other than the Federal Reserve’s ongoing inflation fight are having an impact on investors’ portfolios.

As part of your portfolio personalization and at no added cost, you can now choose active tax management strategies with...
08/30/2022

As part of your portfolio personalization and at no added cost, you can now choose active tax management strategies within Morgan Stanley’s Managed Advisory Portfolio Solutions. Learn how our tax-efficient solutions can help you save on taxes and keep more of what you earn. https://mgstn.ly/3KbvoaE

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Grand Rapids, MI

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