The Dugan Group at Morgan Stanley

08/19/2025

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.

lnk.to

07/04/2025

Fireworks, freedom, and family. Happy Independence Day!

05/30/2025

I always appreciate opportunities to step back, learn, and connect. The Modern Wealth Summit at Gillette Stadium was just that—a day filled with forward-thinking ideas and exciting updates that will allow us to serve our clients with even more precision and care.

03/20/2025

Last month Michael Long, Financial Advisor had the opportunity to travel to Spain with his Dad, sister and nephew for a soccer focused adventure. A new country, family time and soccer was a perfect combination of things Mike loves! 4338094

02/09/2025

The Big Game is almost here—time for great football, great company, and of course, great food! Whether you're in it for the action, the halftime show, or just the snacks, I hope you enjoy.

11/06/2024

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/aZ36jB

09/26/2024

Earlier this month, Michael Long had the opportunity to participate in the Closer to Free ride, a bike event dedicated to raising funds for cancer research and treatment.

We would like to thank Smilow Cancer Hospital and Yale Cancer Center for hosting such a meaningful and impactful event, and to everyone who supported along the way.

07/11/2024

Good news! Morgan Stanley clients with eligible brokerage accounts can now earn up to 5.73% Annual Percentage Yield. We now have a limited-time promotion of our 6-month New Money Certificate of Deposit (CD). Learn more and contact me to take advantage of this competitive CD offer until 8/20/2024:
https://livesocial.seismic.com/a9YSHo

06/13/2024

Last month I had the honor of attending the Forbes SHOOK Top Women Advisor Summit in Palm Beach, FL. This incredible event features the best women in our industry gathering to share knowledge, strategy, and best practices so that we can better serve our clients. A big thanks to Liz & RJ Shook, Frank Berland, and the whole SHOOK team for putting on this fantastic event!

Visit Our Website: https://advisor.morganstanley.com/the-dugan-group



Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22 - 9/30/23.
https://www.morganstanley.com/disclosures/awards-disclosure.html

04/05/2024

We are so proud to share that Valerie has been selected as one of Forbes Magazine's 2024 Top Wealth Advisors for Connecticut! This recognition is awarded to advisors who uphold the highest standards in our industry. We believe that the driving force behind Valerie's success is the relationships that she has built with her clients. The trust and confidence that they have placed in her and the team is what makes our day-to-day work so rewarding.

Visit Our Website:
https://advisor.morganstanley.com/the-dugan-group

Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
https://www.morganstanley.com/disclosures/awards-disclosure.html https://livesocial.seismic.com/aAUsmT

03/31/2024

Happy Easter! May this season bring growth and new beginnings to all.

03/20/2024

You still have time to max out your IRA contributions for the 2023 tax year (if eligible). Invest in your future retirement today and contribute by the April 15th, 2024 tax deadline. Learn more.

www.morganstanley.com