Paul Annunziato, Executive Director, Financial Advisor at Morgan Stanley

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Paul Annunziato, Executive Director, Financial Advisor at Morgan Stanley

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©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.

10/30/2026

Plan sponsors continue to rely on experienced guidance as they evaluate investment lineups and evolving participant needs. Our latest retirement plan survey offers useful peer insights for your next plan committee conversation. https://livesocial.seismic.com/atBuZt

10/26/2026

On October 27 at 1-2PM EST, join Morgan Stanley's Anthony Maiorano and Jeremy France for an inside look at today's evolving cybersecurity landscape, including AI and digital asset-related threats, and practical steps organizations can take to help reduce risk. https://livesocial.seismic.com/aWhR_E

10/22/2026

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/ot7ov

10/22/2026

Most investors get that AI is changing software. But what happens when AI starts interacting with the physical world?

Morgan Stanley Research estimates AI robotics could become a $25 trillion annual revenue opportunity by 2050.

That's the focus of The Robot Almanac, a multi-part video series exploring the technologies, adoption trends, and opportunities shaping the next phase of AI growth.

Follow along as our Chief Robot Strategist, Adam Jonas, examines where this shift may be headed and what investors should be watching.
https://livesocial.seismic.com/gK1jC

10/16/2026

10/14/2026

Hinge Health CEO Daniel Perez on AI, digital health and transforming healthcare delivery.

morganstanley.com

10/12/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

10/09/2026

Morgan Stanley has been named the world's best investment bank for 2026 by Euromoney.

The recognition reflects the strength and breadth of the firm's investment banking capabilities across M&A and capital markets, capabilities that can also be relevant to clients navigating complex financial decisions.

Read more from Euromoney: https://livesocial.seismic.com/aYYF2C

10/08/2026

Preferreds and hybrid debt can enhance portfolio income, but require careful attention to structure and sector concentration.

brightcove.net

10/05/2026

Fed rate hikes are unlikely to stall the equity bull market, but they may stand in the way of market broadening. How can investors prepare?

brightcove.net

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Jericho, NY
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Website

https://advisor.morganstanley.com/paul.annunziato

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