Mindy Beier, Financial Advisor at Morgan Stanley

03/08/2026

This International Women's Day, I'm celebrating the woman who taught me the meaning of value long before I became a financial advisor: my mom. A beautician and small business owner, she built her career with her own hands—putting in long days, serving loyal clients, and showing relentless dedication while raising three children with my dad.
I watched her turn skill into income and independence, and she instilled in me the power of work ethic, ownership, and betting on yourself.
Today, I'm proud to help women and families build wealth, protect what they've earned, and create lasting financial freedom. To every woman building a business, a career, a family—or all three—your work matters, your independence matters, and your wealth matters.
Mom, thank you for setting the standard and for showing me what strength and independence look like.

03/03/2026

What could military escalation with Iran mean for the markets and your investments? Learn more from our strategists.

morganstanley.com

02/20/2026

Sammy's financial literacy reminder: "Treats are great… after the essentials." If you're not sure what to prioritize next—cash reserves, debt, or investing—let's schedule a brief conversation. https://livesocial.seismic.com/a4UlbH

02/18/2026

Protecting Your Retirement From Market Volatility: The unpredictability of financial markets can disrupt even the best-laid retirement plans. These five strategies may help investors stay on track.

morganstanley.com

02/16/2026

On Presidents' Day, we honor the great leaders who have shaped our nation.

02/14/2026

Wishing you a Happy Valentine's Day from my husband and I. Love is the best long-term investment, but having a financial plan helps too. Please reach out if you are interested in discussing your financial goals. I'm here to help. 💘📈 https://livesocial.seismic.com/aKC_E7

02/11/2026

Are You Prepared for Tax Day? The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches:

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01/31/2026

With the recent cold and snow, a warm cup of hot cocoa feels especially welcome. If winter has you staying in, it can also be a good time to review your financial to-do list for the year! Schedule an appointment today by visiting my website, and let's discuss your financial goals. Happy National Hot Chocolate Day!
https://livesocial.seismic.com/aDJ55q

01/28/2026

Explore the trends and opportunities shaping alternative investments with Morgan Stanley Wealth Management's new video series, "The Alts Report." In this episode, hear from Jed Finn, Head of Morgan Stanley Wealth Management, and Marc Rowan, CEO of Apollo Global Management, as they explore the changing landscape of private markets, the innovative vehicles that are expanding access and what the rapid innovation can mean for investors. See the full video:

morganstanley.com

01/22/2026

Morgan Stanley has been ranked #4 on Forbes' America's Best Companies 2026 list, making it the top-ranked firm in the banking and financial services category. This honor reflects our dedication to fostering a culture of excellence and our unwavering commitment to our clients. View the full list here: https://www.forbes.com/lists/best-companies?gv6=cf1c9fec-b41c-4b68-ba79-d70d0b2268ec

[Source: Forbes (Awarded Nov 2025). Data compiled by Forbes based for the period Jan 2024 – Sept 2025. https://www.morganstanley.com/disclosures/awards-disclosure.html ]

forbes.com

01/14/2026

Join Chief Investment Officer Lisa Shalett, Head of Financial Planning Anthea Tjuanakis Cox and Head of U.S. Policy Monica Guerra for a timely discussion on the One Big Beautiful Bill Act and what it means for the tax and financial planning landscape.

webcasts.com

01/07/2026

Risk assets are poised for a strong year in a friendly policy and macroeconomic environment, with U.S. stocks outperforming peers. U.S. government bonds are likely to weaken after a rally in the first half of the year.

morganstanley.com