Jeffery D. Kennerly, Financial Advisor at Morgan Stanley

05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/aPeRGP

05/20/2026

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

05/01/2026

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Education for the Next Generation series. This session explores the powerful connection between emotional wellbeing and financial habits, including how the choices adults make today can shape the stability and confidence children inherit tomorrow. Register here. https://livesocial.seismic.com/a1IVl0

04/29/2026

In a full video interview with Bloomberg's Lisa Abramowicz on "Bloomberg Open Interest," Morgan Stanley Chairman and CEO Ted Pick shares his view of the current risk backdrop—including the possibility that higher energy costs could re-ignite inflation and filter through to food prices and household budgets.

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04/27/2026

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://livesocial.seismic.com/DSA-x

04/27/2026

Blockchain is the tech behind cryptocurrency. Let's discuss what that means for security, transparency and real world use. https://livesocial.seismic.com/aXSl_y

04/13/2026

BlackRock's CIO of Global Fixed Income shares what he learned about investment sizing, liquidity and discipline by investing in breakthrough technologies and managing painful losses. He explains what drives long-term returns and why it's critical to seek views outside the consensus.

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04/13/2026

Despite a historic disruption to global energy markets, the stock market remains resilient. Our Global Head of Fixed Income Research Andrew Sheets suggests U.S. markets may offer a steady course in the near term.

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04/07/2026

The Iran conflict is disrupting global energy markets and weighing on growth while raising inflation risks. Morgan Stanley Research outlines three potential scenarios for markets, depending on how quickly shipments through the Strait of Hormuz resume.

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03/30/2026

How can you enhance equity program engagement? A good first step is to take a holistic approach to financial wellness. Read highlights from our recent virtual event to learn more.

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