The Clarity Group at Morgan Stanley

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Financial Advisors at Morgan Stanley Life with Clarity is our credo.

We are a team of advisors focused on providing holistic financial planning to women & successful professionals who want to build wealth with simplicity and confidence.

09/29/2026

Founders should build personal liquidity, tax, and estate plans that stay resilient when company timelines shift.

brightcove.net

09/22/2026

Does paying a higher interest rate to borrow privately, by itself, necessarily mean a company presents greater credit risk?

Watch the latest episode of The Alts Report to explore this common question, why companies may choose private financing, and how investors can think about private credit alongside traditional fixed income in a diversified portfolio.

The conversation features Brian Holzer, Head of Alternative Investments Distribution at Morgan Stanley Wealth Management, and Logan Nicholson, Senior Managing Director and member of the Direct Lending Investment Team at Blue Owl.

For more insights: https://livesocial.seismic.com/h-89x

08/12/2026

Hedged strategies may regain portfolio relevance as inflation and real yields weaken bonds' diversification role.

brightcove.net

08/04/2026

What becomes possible with extraordinary access backed by thoughtful support at every step?

Lifestyle Advisory by Morgan Stanley connects you to a premier network of specialists who can provide guidance and facilitate curated, discreet introductions—helping you and your family pursue meaningful experiences with greater confidence and ease.

From bespoke travel to health and wellness, home management, security and personal pursuits, let us help you discover more possibilities for elevated living.
https://livesocial.seismic.com/308hY

07/21/2026

Are Big Tech rotations in the stock market reshaping your portfolio? Here are a few themes to watch.

morganstanley.com

06/16/2026

A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on your financial plan.

morganstanley.com

05/10/2026

Happy Mother's Day! Celebrating all the wonderful mothers and mother figures.

05/05/2026

Alternatives can offer differentiated sources of return—but structure and implementation matter. In this episode of The Alts Report, Brian Holzer, Head of Alternative Investments Sales, and Alisa Wood, Partner at KKR, discuss what's driving growth in private markets, what's making these investments more accessible and flexible, and why allocating to alternatives often calls for a long-term mindset. Watch the full conversation: https://livesocial.seismic.com/nCH5w

04/28/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important. https://livesocial.seismic.com/0JEo2

04/05/2026

Wishing everyone who celebrates a peaceful and joyful Easter. May the day bring renewed hope, time with loved ones, and a bright start to spring.

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2800 Post Oak Boulevard, Suite1800
Houston, TX
77056

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http://www.morganstanleyfa.com/the_clarity_group

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