The Parker-Lewallen Group at Morgan Stanley

11/23/2023

Happy Thanksgiving to all! We hope you have a relaxing and enjoyable holiday.

11/11/2023

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for your service.

09/26/2023

Fall is the perfect time to review your finances and plan for 2024. Check out our website for fall planning tips. Contact our team to discuss year-end strategies.

The Parker-Lewallen Group can help you achieve your financial goals.

09/18/2023

Check out our End of Year Checklist for important information on investment allocation, retirement planning, tax & estate planning, charitable giving, and more.

Click Here to Learn More: advisor.morganstanley.com/the-parker-lewallen-group/documents/field/p/pa/parker-lewallen-group/The_Parker-Lewallen_Group-End_of_Year_Financial_Planning_Checklist.pdf

09/11/2023

Today, we honor the victims and heroes of 9/11. Thinking of everyone impacted by this day twenty-two years ago.

08/23/2023

Great News! Jack Parker and Parker Lewallen have been named to the Forbes 2023 Best-In-State ranking and Forbes 2023 Top Next-Gen Wealth Advisors ranking, respectively. A special thank you to our clients who helped to make this possible. Congratulations to our fellow Morgan Stanley Financial Advisors who were also recognized for their hard work and dedication.

[Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://mgstn.ly/44l8y90]

[Source: Forbes.com (Awarded August 2023) Data compiled by SHOOK Research based on time period from Mar 2022-Mar 2023 [https://mgstn.ly/44gSOnr]

05/26/2023

We honor and remember those who gave their lives for our freedom and security. Thank you for your service and sacrifice. Enjoy your Memorial Day weekend.

05/14/2023

Happy Mother’s Day to all the amazing moms out there! You inspire us with your strength, wisdom and love. Thank you for everything! 💐

05/14/2023

Celebrating all the fabulous moms out there! You awe me with your perseverance, understanding and tenderness. Happy Mother’s Day!

02/13/2023

E*TRADE Baby returned to the Big Game to help investors prepare for life’s biggest financial moments. Check out the new Wedding commercial.

When your next steps are walking down the aisle, it pays to have a great best man and an even better portfolio. more at https://us.et...

02/06/2023

Estate planning is a big topic right now. A new episode of Morgan Stanley's 'What Should I Do With My Money" podcast shares details about financial planning for the next-generation. Take a listen or read the transcript and reach out if you have questions.

After growing up on a tight budget, Louisa was shocked to find that her mother was sitting on millions of dollars’ worth of investments, real estate and cash. She had all sorts of questions – and anxiety – about how best to manage a new and surprising level of wealth. Listen in as she gets ans...

01/11/2023

The start of a new year offers an opportunity to reflect on the past and set goals for the future. Revisiting both your personal and financial goals can help set you up for success in 2023 and beyond.

Here are six ways to kick off the new year with fresh perspective:

1. Revisit Your Household Budget
2. Check Your Emergency Fund
3. Tackle Your Debt
4. Prioritize Your Wellness
5. Make Sure You're on Track with Your Goals
6. Consider Investing in Ways that Matter to You

Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.