The Fister Group at Morgan Stanley

The Fister Group at Morgan Stanley Financial Advisors at Morgan Stanley MSSB will not accept purchase or sale orders via Facebook or its messaging systems.

Helping successful individuals and families build and preserve prosperity for posterity

©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 is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please con

sult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

NMLS #: 1261827, NMLS #: 1290507, NMLS #: 1279432

I'm excited to share that my brother, Morgan , has been recognized by Barron's as one of its Top 1,500 Financial Advisor...
04/23/2026

I'm excited to share that my brother, Morgan , has been recognized by Barron's as one of its Top 1,500 Financial Advisors by State for 2026 and by Forbes as one of its Best-In-State Top Wealth Advisors for 2026. These recognitions reflect Morgan's continued commitment to delivering thoughtful guidance, strong client service, and meaningful results. Please join me in congratulating Morgan on these well-deserved recognitions.

Disclosures:
[Source: Barron's (Awarded March 2026) Data compiled by Barron's based for the period October 2024–Sept 2025. https://www.morganstanley.com/what-we-do/wealth-management/awards/barrons/top-1500-financial-advisors ]

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026

Are concerns about AI-driven disruption being overstated? Take a closer look at why underlying fundamentals may matter m...
04/20/2026

Are concerns about AI-driven disruption being overstated? Take a closer look at why underlying fundamentals may matter more than the latest headlines.

morganstanley.com

A tradition unlike any other is now underway.Championship moments don't happen by accident—they're earned through prepar...
04/10/2026

A tradition unlike any other is now underway.

Championship moments don't happen by accident—they're earned through preparation, discipline, and the ability to adjust when conditions change.

Financial planning works much the same way. With a clear strategy in place, you can stay focused on what matters most—even when short-term noise tries to pull you off course.

If you'd like to revisit your goals this season, I'd be glad to connect. In the meantime, here's a helpful overview on how a financial plan can keep you on track: https://www.morganstanley.com/insights/articles/what-is-a-financial-plan?ET_MID=noloc&ET_MID=nomsai&cid=whmt-em-whatis-18071

Cybercriminals are savvy and relentless. Use these preventive measures to recognize red flags and avoid tax-related scam...
03/03/2026

Cybercriminals are savvy and relentless. Use these preventive measures to recognize red flags and avoid tax-related scams.

morganstanley.com

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to ...
02/19/2026

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://livesocial.seismic.com/aRtjqN

With the extreme volatility in metals and cryptocurrencies recently, how should long-term investors be thinking about th...
02/18/2026

With the extreme volatility in metals and cryptocurrencies recently, how should long-term investors be thinking about these assets in a portfolio?

brightcove.net

More than one in three women is living with some form of cardiovascular disease. This February, join Morgan Stanley in o...
02/11/2026

More than one in three women is living with some form of cardiovascular disease. This February, join Morgan Stanley in our support of the American Heart Association's Go Red for Women movement to raise awareness. Educate yourself about heart disease in women and help save lives. https://livesocial.seismic.com/aHi0vy

Thinking about retirement savings? Here are a few approaches to potentially reduce taxable income and help you hold on t...
02/05/2026

Thinking about retirement savings? Here are a few approaches to potentially reduce taxable income and help you hold on to more of your savings.

morganstanley.com

I am thrilled to share that The Fister Group at Morgan Stanley has been named to the 2026 Forbes Best-in-State Wealth Ma...
01/27/2026

I am thrilled to share that The Fister Group at Morgan Stanley has been named to the 2026 Forbes Best-in-State Wealth Management Teams ranking in Kentucky. We are deeply grateful to our clients, whose trust and confidence drive our success. Being recognized among such exceptional professionals who continually elevate industry standards is truly an honor.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://www.morganstanley.com/disclosures/awards-disclosure.html] https://livesocial.seismic.com/aoU9IT

From our team to yours, The Fister Group at Morgan Stanley wishes you a Merry Christmas and a happy New Year. Sending yo...
12/22/2025

From our team to yours, The Fister Group at Morgan Stanley wishes you a Merry Christmas and a happy New Year. Sending you and your loved ones peace, health, and happiness in the year ahead.
https://advisor.morganstanley.com/the-fister-group

Address

444 East Main Street, Suite 111
Lexington, KY
40507

Alerts

Be the first to know and let us send you an email when The Fister Group at Morgan Stanley posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Fister Group at Morgan Stanley:

Share