The Shad Financial Group at Morgan Stanley

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The Shad Financial Group at Morgan Stanley

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NMLS #: 1418867
NMLS #: 1413953
NMLS #: 2431347

01/09/2026

Whether you're looking to optimize your wealth or establish a strong foundation for the future, my goal is to help you approach your finances with confidence and set the stage for a successful 2026. Join Morgan Stanley on January 12 for "Money Mindset Reset - The Power of Financial Planning" to help you clarify your financial priorities, identify spending patterns and explore strategies for managing income, expenses and savings. https://livesocial.seismic.com/aFJHwH

12/24/2025

Celebrating the holidays with our incredible team at Morgan Stanley! Wishing everyone a joyful and prosperous holiday season!

12/11/2025

Cole and Cori had the privilege of sponsoring a patient from the Wolfson Children's Hospital in their inspiring fashion show, the highlight of a weekend filled with amazing events. From the Gala on Friday, to interior design lectures and Sunday's children's fashion showcase, it was an honor to support the Women's Board of Wolfson Children's Hospital!

11/14/2025

We are delighted to honor the outstanding contributions of The Women's Board of Wolfson Children's Hospital. Cori was grateful for the opportunity to co-chair this year's Young Collector Party. It was truly a pleasure to be part of an event that unites our community for such a meaningful cause. We are thankful for all the volunteers and friends who contribute to making a difference for the patients and their families.

11/11/2025

On this Veteran's Day, we extend our heartfelt gratitude to all the courageous men and women who have served or are currently serving our country. Your unwavering commitment to our nation is deeply appreciated today and every day. We are especially proud and thankful for our own Art Shad, who honorably served as a Sergeant in the United States Marine Corps.

10/30/2025

Discover the fulfilling world of philanthropy and social impact during our next Wealth Education for the Next Generation virtual event on Monday, November 3, 2025. This session will guide you in identifying causes that matter to you and explore ways to give back meaningfully, fostering a lifelong commitment to making a positive difference in society. Register here: https://livesocial.seismic.com/afagY1

10/22/2025

Estate Planning Awareness Week is a great reminder that planning for the future isn't just about wealth - it's about protecting what matters most. Taking the time to build a thoughtful estate plan ensures your wishes are honored and your loved ones are cared for with confidence!

09/22/2025

What financial goals do you want to achieve before year-end? Let's talk about moves you can make this fall to help set yourself up for success. https://livesocial.seismic.com/a37eiw

09/18/2025

Celebrating 90 years isn't just about looking back—it's about looking forward. Excited for what's next, and proud to be part of a Firm that's always evolving. https://livesocial.seismic.com/aM3lMR

09/11/2025

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 24 years ago.

09/09/2025

The travel industry's peak season began with hotter weather, fewer flight delays and resilient U.S. consumers. Those developments are influencing consumers' vacation plans and the outlook for companies' earnings. Here are key takeaways from Morgan Stanley Research: https://livesocial.seismic.com/ayMamV

08/21/2025

The youngest Shad is excited for his first day of preschool! Here's to a happy and successful school year for your families!

Address

50 North Laura Street
Jacksonville, FL
32202

Website

https://advisor.morganstanley.com/the-shad-financial-group

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