Claire M. S. Meade, Financial Advisor at Morgan Stanley

Claire M. S. Meade, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley My practice focuses on financial planning based investment management.

My clients are busy people - they don't have the time, resources, or perhaps just the interest in managing their own assets -- I worry about their retirement so that they can focus on what's happening in their life now. I work with clients to develop personalized financial plans by helping them to set specific goals and objectives to plan for retirement, to make investment decisions, to save for c

ollege, and to manage their insurance needs. NMLS #: 1421405
CA Insurance License #: 0140007

© 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 will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult 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

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

US equities rebounded Thursday after President Trump signaled an imminent end to the US-Iran conflict. Read more in the ...
06/11/2026

US equities rebounded Thursday after President Trump signaled an imminent end to the US-Iran conflict. Read more in the 1% Move report.

morganstanley.com

When Stocks, Bonds and Oil Move TogetherMarkets can look unified at the top level and fragmented underneath. In this epi...
06/11/2026

When Stocks, Bonds and Oil Move Together

Markets can look unified at the top level and fragmented underneath. In this episode of Morgan Stanley's Thoughts on the Market, Andrew Sheets discusses why major asset classes have been moving in unusually tight lockstep, while individual stocks are showing wide dispersion. He also explores what that mix can mean for diversification and why stock selection may matter more when correlations within equities are low.

https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/market-correlation-stock-dispersion-andrew-sheets

US equities fell Wednesday on heightened geopolitical tensions, with President Trump announcing renewed strikes on Iran....
06/10/2026

US equities fell Wednesday on heightened geopolitical tensions, with President Trump announcing renewed strikes on Iran. Read more in the 1% Move report.

microsoft.com

Check out Morgan Stanley Research's 2026 Midyear Economic Outlook, with perspective on the economic backdrop and potenti...
06/10/2026

Check out Morgan Stanley Research's 2026 Midyear Economic Outlook, with perspective on the economic backdrop and potential implications for markets. https://livesocial.seismic.com/aoDyzw

A Turning Point for Real Estate: Recovery Takes ShapeMarkets can look unified at the top level and fragmented underneath...
06/10/2026

A Turning Point for Real Estate: Recovery Takes Shape

Markets can look unified at the top level and fragmented underneath. In this episode of Morgan Stanley's Thoughts on the Market, Andrew Sheets discusses why major asset classes have been moving in unusually tight lockstep, while individual stocks are showing wide dispersion. He also explores what that mix can mean for diversification and why stock selection may matter more when correlations within equities are low.

https://www.morganstanley.com/insights/articles/real-estate-market-outlook-2026-recovery

The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help inve...
06/10/2026

The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help investors navigate changing market conditions.

brightcove.net

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering busines...
06/09/2026

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency.

brightcove.net

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Out...
06/08/2026

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

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of mon...
06/05/2026

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of monetary policy expectations. Read more in the 1% Move report.

microsoft.com

5 Ways to Support the Mental Health of Boys and Young MenIn Global Volunteer Month, supporting mental health is part of ...
06/05/2026

5 Ways to Support the Mental Health of Boys and Young Men

In Global Volunteer Month, supporting mental health is part of overall well-being for boys and young men, and for the families who care for them. This Morgan Stanley Insights article highlights The Jed Foundation's work and shares five ways awareness, early support, and access to resources can make a difference.

Read more: https://www.morganstanley.com/insights/articles/jed-foundation-supporting-boys-mental-health

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1650 Tysons Boulevard, Suite 1000
McLean, VA
22102

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+17035568107

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