Paul Annunziato, Executive Director, Financial Advisor at Morgan Stanley

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2021 and 2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021 and 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk ab...
06/05/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/aTc8c_

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Out...
06/03/2026

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets.

morganstanley.com

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key dri...
06/01/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/aLBQzP

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial...
05/29/2026

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively.

Register Here: https://livesocial.seismic.com/aMx0V3

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explo...
05/27/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/aGep7H

Earn up to 4.04% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible broker...
05/22/2026

Earn up to 4.04% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible brokerage account holders. This competitive, limited-time offer is available until June 9, 2026. https://livesocial.seismic.com/aqnbZz

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicite...
05/21/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

morganstanley.com

Disability insurance can be a lifesaver if you're unable to work due to a medical condition or injury. But is it enough?...
05/18/2026

Disability insurance can be a lifesaver if you're unable to work due to a medical condition or injury. But is it enough? Let's talk about how we can protect your income and financial security. https://livesocial.seismic.com/avvO8p

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.
05/15/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

morganstanley.com

If you're preparing for an upcoming merger or acquisition and need support with your retirement plan transition, I'm her...
05/07/2026

If you're preparing for an upcoming merger or acquisition and need support with your retirement plan transition, I'm here to help. Reach out to discuss key considerations and read our full article for best practices to keep in mind.
https://livesocial.seismic.com/a0tocj

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