Brian Sullivan - Financial Advisor at Morgan Stanley

11/20/2025

As the holiday season approaches, it's important to be aware of potential scams that can occur during this busy time. Stay a step ahead of cybercriminals this season by being aware of these scams.

morganstanley.com

11/11/2025

Today, we pause to honor and express our heartfelt gratitude to the courageous men and women who have served in the United States Armed Forces. Their unwavering dedication and sacrifice have been vital in safeguarding the freedoms we enjoy. Thank you to all veterans for your service and sacrifice.

11/04/2025

Exciting news – Morgan Stanley has entered into an agreement to acquire EquityZen, a leading platform focused on providing liquidity for shares of private companies. This strategic move aims to enhance our capabilities in the private market space by providing clients with better access to private company shares while also deepening our relationships with those companies. If you're interested in learning more about this announcement, please read the full press release from the firm linked below.

morganstanley.com

10/30/2025

Curious about the growing private markets opportunity? Registered funds, evergreen structures, and professionally managed alternative investment portfolios can offer flexible liquidity, lower investment minimums, and simpler tax reporting – while helping to diversify beyond stocks and bonds.
https://livesocial.seismic.com/axbnQS

10/21/2025

How do you stay safe from cyber threats in the age of AI? In recognition of Cybersecurity Awareness Month, join Morgan Stanley's cybersecurity leaders on Tuesday, October 28 to learn essential strategies to protect yourself.

Register here: https://livesocial.seismic.com/a-wl-z

09/26/2025

Protecting your personal information online is more important than ever. Join our next Wealth Education for the Next Generation virtual event on Monday, October 6th to discover essential cybersecurity practices and develop responsible social media habits that will help safeguard your digital presence in today's interconnected world. Register here: https://livesocial.seismic.com/aW54I9

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/ajOSGe

08/28/2025

Is the era of "American Exceptionalism" in markets ending? Join Morgan Stanley for an exclusive event on Monday, September 8 as we uncover what a global market rebalancing may mean for investors. Register here: https://livesocial.seismic.com/aSgAOA

08/19/2025

Discover the essentials of navigating insurance during our next Wealth Education for the Next Generation virtual event on Monday, September 8th. Understanding insurance is a crucial step in helping to secure your financial future and making informed decisions to help ensure you are adequately protected. Register here: https://livesocial.seismic.com/arQY-m

08/15/2025

U.S. equities have led for years, but a global market rebalancing may be on the horizon. What could it mean for your portfolio? https://livesocial.seismic.com/ajChNx

08/07/2025

How might global tensions and U.S. policy impact your investment decisions? Morgan Stanley thought leaders recently discussed policy updates and key developments to look out for. Tune in: https://livesocial.seismic.com/aNt8zx

07/28/2025

Effective estate planning is crucial for the "Sandwich Generation" balancing the dual responsibilities of caring for aging parents and supporting their own children. Join our webinar on August 4th to learn valuable strategies to manage these unique challenge and navigate finding financial security for you and your loved ones. Register here: https://livesocial.seismic.com/aNp6tr