David Mazzotta - Financial Advisor at Morgan Stanley

David Mazzotta - Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley NMLS #: 1279033
CA Insurance License #: 0D40434

04/09/2026

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://livesocial.seismic.com/D1LrB

AI spending headlines are easy to come by, but proof of AI profits is harder. What does it mean for markets and your por...
03/23/2026

AI spending headlines are easy to come by, but proof of AI profits is harder. What does it mean for markets and your portfolio?

morganstanley.com

What are the market and economic signals to watch as we head into 2026? Morgan Stanley thought leaders recently shared t...
01/09/2026

What are the market and economic signals to watch as we head into 2026? Morgan Stanley thought leaders recently shared their views on various asset classes, regions and more. Tune in: https://livesocial.seismic.com/a1i7wb

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