Tennessee Valley Wealth Management at Morgan Stanley

Tennessee Valley Wealth Management at Morgan Stanley Financial Advisors at Morgan Stanley

1111 Northshore Dr
Suite N 160
Knoxville, TN 37919 MSSB is not responsible for content posted by third-parties.

©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide ind

ividually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/tennessee-valley-wealth-management. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. NMLS #: 1274470
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05/26/2026

This fascinating video from Morgan Stanley Research shows how embodied AI is set to transform the global economy, from autonomous vehicles to humanoid robots. Reach out if you'd like to learn more.
https://livesocial.seismic.com/6TBJS

So grateful for a great day at the Young Life tournament with an even better mission behind it.Young Life played a meani...
05/18/2026

So grateful for a great day at the Young Life tournament with an even better mission behind it.

Young Life played a meaningful role in Corey's life—and getting to support this ministry now is especially close to home after serving as a Young Life leader in the early 2000s.

Proud to stand with Young Life and the incredible work they are doing for students across our region.

05/05/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important.
https://livesocial.seismic.com/Yc7B-

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explo...
05/01/2026

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/aqyNRo

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the...
04/23/2026

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the basics can help you navigate major money decisions. https://livesocial.seismic.com/aVnL4l

04/20/2026

Alternatives can offer differentiated sources of return—but structure and implementation matter. In this episode of The Alts Report, Brian Holzer, Head of Alternative Investments Sales, and Alisa Wood, Partner at KKR, discuss what's driving growth in private markets, what's making these investments more accessible and flexible, and why allocating to alternatives often calls for a long-term mindset. Watch the full conversation: https://livesocial.seismic.com/JhaF5

04/16/2026

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://livesocial.seismic.com/95W6o

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies tha...
04/08/2026

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden. https://livesocial.seismic.com/aIDep-

Wishing you a happy Easter from all of us at Tennessee Valley Wealth Management at Morgan Stanley. May the holiday bring...
04/05/2026

Wishing you a happy Easter from all of us at Tennessee Valley Wealth Management at Morgan Stanley. May the holiday bring you time well spent with family and friends, and a hopeful start to the spring season.

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Knoxville, TN

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+18657692128

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