David L. Doan, First Vice President

08/09/2023

Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away from home.

College students are often targets for hackers. Discover the importance of cyber safety for students, plus tips on how to keep your identity and data secure.

08/02/2023

Will the U.S. stock market keep rallying in 2023? Check out the latest market commentary and let’s discuss what portfolio moves make sense for you.

Despite favorable conditions for the U.S. economy and markets today, investors may still want to brace for a pullback.

07/25/2023

Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it’s essential to plan ahead for your spending needs. Let’s talk about strategies to help keep you on track.

Everyone has a different idea of their dream retirement. Whatever you envision, it’s essential to plan ahead so that your nest egg will last.

02/14/2023

If you missed the E*TRADE Baby Wedding during the big game, here’s your chance to see what everyone’s been talking about.

When your next steps are walking down the aisle, it pays to have a great best man and an even better portfolio. more at https://us.et...

01/20/2023

NorthStar Legacy Group at Morgan Stanley is proud to have been named one of Forbes Best-In-State Wealth Management Teams for 2023. It’s an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

Team Website: https://advisor.morganstanley.com/northstar-legacy-group

[Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. https://mgstn.ly/3wb7pSG ]

01/15/2022

Art offers many intangible benefits, and it can have implications for your overall wealth. Let’s discuss how to balance passion and prudence.

Art offers many intangible benefits, and it can have implications for your overall wealth. Here’s how to balance passion and prudence.

01/10/2022

Thinking about your legacy? Learn how a trust can help you pass on assets.

You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

01/08/2022

How much do you really know about the impact of your investments? Let’s discuss how our new data-driven tools can help.

Discover our Impact Signal and Diversity, Equity and Inclusion Signal tools to find investing opportunities that align with your values and could meet your goals.

01/04/2022

Lily Trager, Wealth Management's Head of Impact Investing, shares three decisions to consider when building out a portfolio to meet your environmental goals.

You can seek to generate positive financial returns while benefiting the environment, but shifting your entire portfolio may take patience.

12/28/2021

Let’s discuss the key differences between investing in gold or silver and why now may be a good time to add one or both of these precious metals to your portfolio.

Discover the differences between gold and silver, how to invest in each, and why it may be time to consider adding a precious metal to your portfolio.

12/25/2021

Worried about how much of your personal information is available online? See how you can manage your digital footprint.

Learn from Morgan Stanley experts what a "digital footprint" is, the pros and cons of having one and steps to help you limit its potentially damaging impacts.

12/22/2021

Tapping your portfolio may trigger an unwelcome surprise: taxes. A new tool from Morgan Stanley helps me find tax-savvy ways for you to draw funds from your accounts. Let’s talk.

Taking profits seems like the best part of investing, but taxes can add up. Our new analytics tool can help investors tap their portfolios in tax-savvy ways.