Twin Harbors Group, Financial Advisors at Morgan Stanley

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Twin Harbors Group, Financial Advisors at Morgan Stanley MSSB will not accept page purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties.

We are focused on helping our clients make informed decisions about how to create wealth, conserve wealth, and convey wealth to future generations.

©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 does not provide tax or legal advice. MSSB Financial Advisors 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. NMLS # 1288259
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11/02/2026

One of the most common planning challenges isn't deciding whether a goal is important.

It's deciding how to prepare for it.

Money needed in the near term may have different priorities than money intended for retirement or other long-term goals.

That's where understanding the difference between saving and investing becomes important.

I'm sharing a simple breakdown of where each approach may fit. https://livesocial.seismic.com/x8P5w

10/25/2026

A question I'm getting more frequently from clients: "What could the midterm elections mean for my investments?"

The answer is more nuanced than the headlines suggest, and that's where trusted advice matters.

Our Morgan Stanley Wealth Management perspective cuts through the election noise to identify the signals investors should be watching, the potential implications for key sectors, and the market forces likely to matter more than politics alone.
https://livesocial.seismic.com/-IuAX

10/21/2026

Many institutional investors have long allocated to private equity. What factors should individual investors understand when evaluating the asset class?

Watch the latest episode of The Alts Report to hear how asset managers seek value creation, the trends attracting private capital, and the potential role of private equity in portfolio construction.

Brian Holzer, Head of Alternative Investments at Morgan Stanley Wealth Management, sits down with Viral Patel, CEO and Board Member of BXPE at Blackstone.

For more insights: https://livesocial.seismic.com/FfUx4

10/05/2026

A concentrated stock position can happen for many reasons: building a company, inheriting shares or making a successful investment. But when one stock becomes a large part of your portfolio, it may also increase your overall risk. Watch this 30-second video to learn more and reach out if you'd like to discuss strategies designed around your goals. https://livesocial.seismic.com/_BimE

09/30/2026

Here are a few simple, real-world tips that can make your family harder to target online from Rachel Wilson, Wealth Management Chief Data Officer—who happens to be a mom herself. If you want to talk through any of the cybersecurity tips, I'm always here.

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so ...
09/11/2026

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 25 years ago.

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303 International Circle, Suite 500
Hunt Valley, MD
21030

Telephone

+13016317109

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