The Luksberg Pena Group at Morgan Stanley

The Luksberg Pena Group at Morgan Stanley The Luksberg Peña Group is a dedicated team of financial professionals helping clients achieve their families’ goals for over two decades. NMLS #: 1310751

Our team evaluates clients needs such as managing investment assets, retirement income, lifestyle risks and passing assets to beneficiaries so they can have increased comfort about their finances. We help clients achieve this through Morgan Stanley’s financial planning tools, fee based asset management and our proactive client service model. Our team, with over 95 years in combined financial servi

ces experience,* differentiate ourselves with world class client service which builds high quality relationships and satisfaction with our clients and their families.

Morgan Stanley clients with eligible brokerage accounts can earn 4.75% APY through deposits into our Preferred Savings P...
06/29/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.75% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/3CKQ5r6

Planning an international trip? Here are a few money tips to help you enjoy your travels.
06/29/2023

Planning an international trip? Here are a few money tips to help you enjoy your travels.

Consider these tips when planning for foreign travel and perhaps save yourself time, money and headaches.

Are you wondering what may lie ahead for the U.S. economy for the remainder of 2023? Curious how the recent Fed meeting ...
03/28/2023

Are you wondering what may lie ahead for the U.S. economy for the remainder of 2023? Curious how the recent Fed meeting might impact investments in the short term or markets in the long run? Join us on April 3 for the chance to ask renowned Wharton Professor Dr. Jeremy Siegel your questions. https://bit.ly/3lGKrkU

Love is in the air! Here is some advice to help couples ensure a strong financial partnership.
02/07/2023

Love is in the air! Here is some advice to help couples ensure a strong financial partnership.

Thinking of taking the next step with someone special? Head off money headaches by taking time to talk about your finances first.

Could you benefit from adding gold or silver to your portfolio? Let’s discuss why investing in one or both of these prec...
01/31/2023

Could you benefit from adding gold or silver to your portfolio? Let’s discuss why investing in one or both of these precious metals is worth considering now.

Discover the differences between gold and silver, how to invest in each, and why it may be time to consider adding a precious metal to your portfolio.

Before welcoming 2023, let’s takes some time to review this year’s financial progress towards your goals and plan for yo...
12/06/2022

Before welcoming 2023, let’s takes some time to review this year’s financial progress towards your goals and plan for your priorities in the new year. #2023

Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.

Corporate earnings have been beating expectations so far, but can this resilience last? Read the latest insights from Mo...
11/02/2022

Corporate earnings have been beating expectations so far, but can this resilience last? Read the latest insights from Morgan Stanley's Global Investment Office.

Third-quarter corporate earnings results have largely beaten expectations so far, but the resilience may not last. Find out why and what it could mean for investors.

NASA’s goal to land the first woman on the moon requires a redesign of the most basic equipment—the indelible spacesuit....
11/01/2022

NASA’s goal to land the first woman on the moon requires a redesign of the most basic equipment—the indelible spacesuit. Morgan Stanley’s Access I concept suit shows the future of space exploration.

Morgan Stanley’s concept Access I spacesuit showcases the technology expected to fuel the future of space exploration and help realize NASA’s ambitions for missions to the moon and beyond.

Wishing a meaningful fast to my friends observing Yom Kippur.>
10/04/2022

Wishing a meaningful fast to my friends observing Yom Kippur.>

Our new 3.00% Annual Percentage Yield offer from Morgan Stanley’s Preferred Savings Program for qualifying cash helps yo...
10/04/2022

Our new 3.00% Annual Percentage Yield offer from Morgan Stanley’s Preferred Savings Program for qualifying cash helps you make the most of your cash. Learn more and get in touch to take advantage of this great rate for eligible clients. https://mgstn.ly/3dMJovz

Although women have made big strides in the financial industry, banking’s classic accessory is still stuck in the '70s. ...
10/04/2022

Although women have made big strides in the financial industry, banking’s classic accessory is still stuck in the '70s. Proud to share that Morgan Stanley has collaborated with fashion designer Rebecca Minkoff to change that and launch the Banker Bag 2.0. It’s not just a bag, but a celebration of today’s increasingly diverse workforce.

Banker bags may be a status symbol, but they aren’t the most stylish accessory for women, who make up half of new hires in the industry. Here’s our chic new take created with one of the world’s top designers.

10/04/2022

Morgan Stanley proudly honors and celebrates October’s Disability Employment Awareness Month. Recognizing people with disabilities—including their talents, accomplishments and how we can support them—is a critical step toward building an inclusive workplace and world.

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91 North Front Street
Kingston, NY
12401

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