Stacie Rosera - Financial Advisor at Morgan Stanley

Stacie Rosera - Financial Advisor at Morgan Stanley I harness Morgan Stanley's global resources and intellectual capital to help create a financial strategy that works for you.

NMLS #: 1290726

©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept page purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Adviso

rs may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information.

Donor-advised funds hold more than $300 billion in charitable assets in the U.S. Learn how they can support impact inves...
08/19/2026

Donor-advised funds hold more than $300 billion in charitable assets in the U.S. Learn how they can support impact investing and help create new funding opportunities for mission-driven startups.

morganstanley.com

Today is National Financial Awareness Day, a great reminder that planning for the future starts with understanding the f...
08/14/2026

Today is National Financial Awareness Day, a great reminder that planning for the future starts with understanding the facts.

This Morgan Stanley article breaks down common retirement planning misconceptions and shares helpful ways to think ahead.

morganstanley.com

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our c...
07/04/2026

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.

Giving Back at Paul's Pantry.This past month, we had the opportunity to volunteer at Paul's Pantry in Green Bay. It was ...
06/26/2026

Giving Back at Paul's Pantry.

This past month, we had the opportunity to volunteer at Paul's Pantry in Green Bay. It was a rewarding experience that reinforced how important community support and volunteerism are to those in need.

Studies consistently show that volunteering benefits both the recipients and the volunteers themselves, creating stronger communities while providing a sense of purpose and connection.

Whether you're celebrating a dad, step dad, grandfather, husband, mentor or another special father figure this Father's ...
06/21/2026

Whether you're celebrating a dad, step dad, grandfather, husband, mentor or another special father figure this Father's Day, we hope the day is filled with meaningful moments and lasting memories.

Fathers and father figures often play an important role in shaping values that extend far beyond finances teaching responsibility, generosity, perseverance, and the importance of planning for the future. This time of year serves as a wonderful reminder to appreciate the guidance, support, and love they provide through every stage of life.

Whether your plans include grilling with family, enjoying time outdoors, sharing stories across generations, or simply spending quality time together, we wish all the dads and father figures are relaxing and well deserved Father's Day.

Equity awards and financial wellbeing can be a powerful combination for employees. Check out highlights from our virtual...
12/17/2025

Equity awards and financial wellbeing can be a powerful combination for employees. Check out highlights from our virtual event on the topic with industry leaders. https://livesocial.seismic.com/aZBlTS

Explore our Liquidity Trends Report to discover how private company leaders are changing the way they think about liquid...
11/25/2025

Explore our Liquidity Trends Report to discover how private company leaders are changing the way they think about liquidity events. Learn more here: https://livesocial.seismic.com/a0QU92

Only 28% of Taft-Hartley plans feel very confident about achieving their target returns over the next three years. Morga...
10/29/2025

Only 28% of Taft-Hartley plans feel very confident about achieving their target returns over the next three years. Morgan Stanley's new survey of 150 plans uncovers what's driving the uncertainty and how plans are responding. Read more here: https://livesocial.seismic.com/aLN0M7

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