The 502 Group at Morgan Stanley

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The 502 Group at Morgan Stanley Striving to provide excellence in family wealth planning for your family’s unique goals

NMLS #: 1481810, NMLS #: 1412003

No tricks—just gratitude for our wonderful clients, colleagues and community. Wishing everyone a safe and happy Hallowee...
10/31/2026

No tricks—just gratitude for our wonderful clients, colleagues and community. Wishing everyone a safe and happy Halloween!

As year-end approaches, it may be a good time to revisit your financial goals. Consider reviewing your beneficiaries, ch...
10/21/2026

As year-end approaches, it may be a good time to revisit your financial goals. Consider reviewing your beneficiaries, charitable-giving plans and any major changes that occurred during the year. A little preparation now can help you begin the new year with greater clarity.

Happy Birthday, Maria! 🎉 Hope you have an amazing day filled with fun, laughter, and plenty of cake! 🎂
10/16/2026

Happy Birthday, Maria! 🎉 Hope you have an amazing day filled with fun, laughter, and plenty of cake! 🎂

10/12/2026

Today is an opportunity to reflect on our nation's history and the many communities and cultures that have shaped it. Wishing everyone a meaningful day of reflection.

Happy Support Professionals Week to Maria, Jackie, and Taylor! 🎉Thank you for your dedication, professionalism, and the ...
10/05/2026

Happy Support Professionals Week to Maria, Jackie, and Taylor! 🎉

Thank you for your dedication, professionalism, and the exceptional support you provide every day. Your contributions make a meaningful difference, and we're grateful for all you do.

Happy Birthday Rob! We hope this is the best one yet!
09/28/2026

Happy Birthday Rob! We hope this is the best one yet!

Great day volunteering with our team at Dare to Care Community Kitchen for our annual client event!It was a fun and mean...
09/16/2026

Great day volunteering with our team at Dare to Care Community Kitchen for our annual client event!

It was a fun and meaningful way to spend time together, give back, and support the important work Dare to Care is doing in our Louisville community. Grateful for everyone who joined and helped make the day a success.

Hope everyone enjoyed a relaxing Labor Day weekend! Wishing you a great start to the week ahead.
09/08/2026

Hope everyone enjoyed a relaxing Labor Day weekend! Wishing you a great start to the week ahead.

Congrats to Taylor Brohm for passing her SIE exam! We are so proud of you!
08/31/2026

Congrats to Taylor Brohm for passing her SIE exam! We are so proud of you!

Happy National Donut Day from The 502 Group at Morgan Stanley!
06/05/2026

Happy National Donut Day from The 502 Group at Morgan Stanley!

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Louisville, KY
40222

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