Stacie Rosera - Financial Advisor at Morgan Stanley

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United States
Green Bay, WI
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.

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

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

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

10/13/2025

Now's the time to evaluate retirement benefits offered in your workplace for 2026. Reach out for more information on how we can help: https://livesocial.seismic.com/azsWpb

10/08/2025

I am excited to share our latest video series addressing the challenges and opportunities you may face when designing a retirement plan to provide sustainable retirement income for your employees. Watch here: https://livesocial.seismic.com/a-veI3

09/30/2025

Our recent guide on effective retirement plan governance is available, and I believe it could be valuable for your organization. See the full guide here: https://livesocial.seismic.com/al8Jjk

09/12/2025

Equity can be more than compensation—it can also create real connection. Morgan Stanley's Elizabeth Dennis shares how ownership can drive alignment, motivation and meaning for today's executives in this episode of our Invested at Work podcast.
https://mgstnly.lnk.to/y9Y8wr?linkId=847018575&gv6=0917ce34-f962-418b-b229-4f71d1debf7c

08/25/2025

Discover why more companies are encouraging or requiring the use of 10b5-1 plans in our 2025 10b5-1 Plan Trends Report. https://livesocial.seismic.com/aF_tOT

08/07/2025

When benefits live in silos, employees lose clarity. QuantUniversity's Sri Krishnamurthy explains how context—and smarter systems—can help people make better financial choices.
https://mgstnly.lnk.to/7MdKlr?gv6=639f35b4-1d57-4bae-91b0-1c925a702e2e

07/10/2025

Discover how employers prioritizing talent retention are utilizing financial benefits to foster employee satisfaction, loyalty and productivity in our State of the Workplace 2025 Financial Benefits Study. https://livesocial.seismic.com/aRjOw4

06/27/2025

Morgan Stanley asked Nonqualified Deferred Compensation (NQDC) plan sponsors about their plan's impact, design, participant engagement strategies and more in their 2024 NQDC Plan Survey. Explore their responses: https://livesocial.seismic.com/avfCFg

06/26/2025

Looking to help your employees build financial confidence? Hear tips from my colleague Kate Winget to help you better understand workplace trends to help drive employee engagement. Explore more trends here.
https://www.morganstanley.com/atwork/articles/state-of-workplace-financial-benefits-study?ET_MID=noloc&ET_MID=nomsai&gv6=e0e3fa3b-939e-4b80-8333-c372c47b4ca3

Address

111 N Washington Street, Suite 410
Green Bay, WI
54301

Telephone

+19204365620

Website

http://fa.morganstanley.com/themeyerroseragroup

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