The Market Square Group at Morgan Stanley

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The Market Square Group at Morgan Stanley

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Financial Advisors at Morgan Stanley The Market Square Group at Morgan Stanley - Your Future is our Business. We then create a plan to achieve those objectives.

The Market Square Group at Morgan Stanley has over 100 years* of combined experience in the financial services industry. Our success is centered on our client relationships that are built on a foundation of trust and confidence. Our goal is to assist families and organizations with understanding their financial needs. Morgan Stanley provides a sophisticated platform to tailor comprehensive financial solutions, including lending, financial planning, and
investing. NMLS #: 1282418, 1279034, 1278900

*Please see the team website, https://fa.morganstanley.com/marketsquaregroup/ for details about the members, their functional titles and their individual years of experience.

10/22/2026

Our team is pleased to share the October edition of The Market Square Group newsletter.

This edition includes a warm welcome to our new intern, Sonia, market commentary on rising bond yields and key considerations for 401(k) assets, as well as timely features on recognizing October as Breast Cancer Awareness Month and how to experience the beauty of Midwest fall foliage this year.

We hope you find this month's update timely, informative, and useful as you continue thinking through the bigger picture.

Visit our website to learn more about how we can support your financial journey: https://lnkd.in/ex5netux

Please enjoy the October edition of our newsletter here: CRC 6038125
https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/71fcec22-006e-4342-97cf-57824cefb071.pdf

Check out all of our previous newsletters via the following link:
https://lnkd.in/evATsCJr

10/07/2026

If one of their grandchildren emailed saying they needed emergency money wired to a new account right away, would your loved one send it without verifying? Watch this video to learn about common scams targeting the elderly, and let me know how I can help answer your questions about cybersecurity best practices.

09/30/2026

Our team is pleased to share the September edition of The Market Square Group newsletter.

This month's newsletter explores some of the key conversations happening in today's financial landscape, from market developments and long-term planning opportunities to strategies that can help families build for the future. We invite you to take a look and hope these insights offer valuable perspective as you consider your own financial priorities and goals.

We hope you find this month's update timely, informative, and useful as you continue thinking through the bigger picture.

Visit our website to learn more about how we can support your financial journey: https://advisor.morganstanley.com/the-market-square-group

Please enjoy the September edition of our newsletter here: CRC 5946025
https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/6870cec5-2eae-4ceb-9f4a-ebb0e0724dc2.pdf

Check out all of our previous newsletters via the following link:
https://advisor.morganstanley.com/the-market-square-group -newsletters

09/23/2026

Learn the tax-smart money moves you can make this fall to set yourself up for success next year and beyond. Find tips on investing, taxes, charitable giving and more.

morganstanley.com

09/16/2026

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

morganstanley.com

08/26/2026

Our team is pleased to share the August edition of The Market Square Group newsletter.

This month's edition includes perspectives on the AI data center boom and its broader economic implications, market commentary on the current recovery and evolving mid-cycle environment, and a seasonal travel feature highlighting 19 U.S. destinations to consider for the end of summer.

We hope you find this month's update timely, informative, and useful as you continue thinking through the bigger picture.

Visit our website to learn more about how we can support your financial journey: https://advisor.morganstanley.com/the-market-square-group

Please enjoy the August edition of our newsletter here: CRC 5859375https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/009c2f1c-3d6a-4e54-8f10-5edf946bce05.pdf

Check out all of our previous newsletters via the following link:
https://advisor.morganstanley.com/the-market-square-group -newsletters

08/10/2026

How much runway does the world's energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Income Research Andrew Sheets to explain what's causing pressure beyond renewed tensions in the Middle East.

morganstanley.com

07/27/2026

Middle-class security now depends less on income and more on balance-sheet resilience amid rising essential costs. https://livesocial.seismic.com/aSjVWi

07/20/2026

After a sharp rebound, high earnings expectations and fast rotations in Big Tech are keeping the market churning sideways. How should you invest?

morganstanley.com

Address

207 E. Westminster Avenue Ste. 300
Lake Forest, IL
60045

Telephone

+18476047306

Website

https://fa.morganstanley.com/marketsquaregroup/

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