The Carpenter Falconi Group at Morgan Stanley

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Melbourne, FL
The Carpenter Falconi Group at Morgan Stanley

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Financial Advisors at Morgan Stanley

Experience, intellectual capital and dedicated personal service to help you meet your life goals

NMLS #: 1278904
NMLS #: 1619956

11/03/2026

Structural capital gaps in housing, energy infrastructure, and business succession are creating investable pathways to long-term growth.

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10/28/2026

The stock market and the economy don't always move in lockstep. But can stocks continue to outperform economic growth? Sarah Wolfe, Senior Economist at Morgan Stanley Wealth Management, explains.

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10/27/2026

Rising equity markets and home prices have created a wealth effect that has boosted US consumer spending and the economy. But looking ahead, how secure are household balance sheets?

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10/21/2026

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering better care.

brightcove.net

10/20/2026

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may be that winners and losers are starting to emerge.

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10/13/2026

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to predict. Investors should watch for surprises and prepare for tactical repositioning.

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10/09/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

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10/08/2026

Direct indexing can put index dispersion to work through loss harvesting, while offering flexibility to customize exposures around an investor's circumstances.

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10/07/2026

Preferreds and hybrid debt can enhance portfolio income, but require careful attention to structure and sector concentration.

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10/06/2026

The outlook for both stocks and bonds in the year ahead appears constructive. But the recent surge in interest rates could cause some breakage along the way.

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Address

8150 N Wickham Road
Melbourne, FL
32940

Telephone

+13212536845

Website

https://advisor.morganstanley.com/the-carpenter-falconi-group

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