The Derby City Group at Morgan Stanley

The Derby City Group at Morgan Stanley Financial Advisors at Morgan Stanley For more information please visit our website: https://fa.morganstanley.com/wnkgroup




NMLS #1297738 and 1332000.

We share the common goal of providing outstanding advice and service, while helping you achieve your specific wealth management goals.

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressi...
08/10/2026

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressing local concerns about data centers. Find out more in On the Markets.

morganstanley.com

The 2026 FIFA World Cup will come to be the largest in the tournament's history, with more participating teams, matches ...
07/08/2026

The 2026 FIFA World Cup will come to be the largest in the tournament's history, with more participating teams, matches and hosting venues.

Morgan Stanley Research forecasts that this expanded scale, combined with a fan base that skews younger and more affluent, could translate into increased engagement and spending. This creates opportunities in media and entertainment, and across consumer sectors and the broader economy. Read more here:

morganstanley.com

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Out...
06/09/2026

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets.

morganstanley.com

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key dri...
05/29/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/a8TTFg

We are officially one week out from our Continuing Education event for CPAs in Louisville. Please join us on Thursday, M...
05/21/2026

We are officially one week out from our Continuing Education event for CPAs in Louisville.

Please join us on Thursday, May 28th at Big Spring Country Club for a one-hour session featuring insights from J.P. Morgan Asset Management's Guide to the Markets.

• Registration: 8:00 AM
• Program: 8:10 – 9:00 AM
• Location: Big Spring Country Club, Louisville, KY
• Earn 1 hour of CPE credit

We'll cover key economic and market trends, portfolio impacts, and current investment themes to help provide context in today's environment.

If you're interested in attending, feel free to reach out or RSVP directly to me at [email protected].

Hope to see you there!

MS Approval Code: MSWM26-000218

We're excited to host an upcoming Continuing Education event for CPAs in Louisville. Join us on Thursday, May 28th at Bi...
05/11/2026

We're excited to host an upcoming Continuing Education event for CPAs in Louisville.

Join us on Thursday, May 28th at Big Spring Country Club for a one-hour session featuring insights from J.P. Morgan Asset Management's Guide to the Markets.

• Registration: 8:00 AM
• Program: 8:10 – 9:00 AM
• Location: Big Spring Country Club, Louisville, KY
• Earn 1 hour of CPE credit

We'll cover key economic and market trends, portfolio impacts, and current investment themes to help provide context in today's environment.

If you're interested in attending, feel free to reach out or RSVP directly to me at [email protected].

Hope to see you there!

MS Approval Code: MSWM26-000218

In honor of 529 Day, learn more about saving for education costs and the tax advantages, flexibility and wide range of i...
05/29/2025

In honor of 529 Day, learn more about saving for education costs and the tax advantages, flexibility and wide range of investment options that come with a 529 plan. https://livesocial.seismic.com/aHNI20

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.
05/26/2025

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

Join us on June 2nd for Investing 201: Mastering Portfolio Diversification and Risk Management. Whether you're starting ...
05/22/2025

Join us on June 2nd for Investing 201: Mastering Portfolio Diversification and Risk Management. Whether you're starting your investment journey or looking to refine your strategies, this webinar will highlight actionable insights from Morgan Stanley experts and why asset allocation is so important in today's dynamic markets. Register here: https://livesocial.seismic.com/a2TaOS

Personal finance is not a topic that's usually taught in school, but that doesn't mean you can't help your kids learn th...
05/14/2025

Personal finance is not a topic that's usually taught in school, but that doesn't mean you can't help your kids learn the basics. This six-step checklist can help get you started. https://livesocial.seismic.com/a5GT7B

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4969 US Highway 42
Louisville, KY
40222

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