Keith Underwood, Financial Advisor at Morgan Stanley

08/06/2026

My daughter. My best friend. My "why."

Jade reminds me every day what matters most: family, values, and the legacy we hope to leave behind.

That perspective guides my work with families as they plan for the people and future they care about most.

If legacy planning is on your mind, I'd be glad to connect.

08/04/2026

Following recent drops in AI infrastructure stocks, Morgan Stanley Research revisits key debates and suggests ways for investors to play the dip.

morganstanley.com

07/29/2026

AI advances, regulatory progress and lower costs are accelerating the scale of the robotaxi industry. See what's driving the shift here.

morganstanley.com

07/24/2026

Shakespeare and Company — one of the world's most legendary bookshops.

Jocelyn and I couldn't resist stopping in, and it was a great reminder that every story is unique.

The same is true in financial planning. Every family has its own goals, values, and vision for the future. My role is to understand your story and help build a strategy for the next chapter.

Let's start the conversation.

07/22/2026

If you've been named as your parent's executor, you'll find it's a role with both emotional and administrative tasks. Here are some key guidelines.

morganstanley.com

07/10/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

07/09/2026

Photo booth moments from Christine & Colin's wedding last month—pure joy.

It's already a favorite memory. It's a good reminder that the goal isn't just to plan for "someday"—it's to make room for the moments that matter along the way.

That's how I approach financial planning at Morgan Stanley: helping clients build clarity and confidence so they can enjoy life now while staying on track for the future.

If you'd like to talk about a plan designed around your priorities, let's connect.

07/08/2026

The hyperscalers lagged the broader market as semiconductor stocks soared in the second quarter. Could the tables turn?

brightcove.net

07/07/2026

An 83(b) election can offer significant tax savings, but requires careful planning. I can help company founders navigate the process. Learn more. https://livesocial.seismic.com/aP4-ZS

07/06/2026

What's next for private credit? Our strategists share a direct lending "reality check" on returns, liquidity and manager selection. Read: https://livesocial.seismic.com/a9-nRA