The Water View Group at Morgan Stanley

The Water View Group at Morgan Stanley Financial Advisors at Morgan Stanley MSSB will not accept purchase or sale orders via Facebook or its messaging systems.

We harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you. Integrity - Accountability - Service - Knowledge : Backed by a global powerhouse, we work to help make our clients future possible.

©2023 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 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

NMLS #: 1316512, 2069351

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of ...
07/30/2025

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

morganstanley.com

07/16/2025

We hope all is well and you are enjoying July. Feel free to join us for our next conference call discussing the state of the markets and the economy on July 18th.

Please reach out out for more information.

CRC 4645835

07/15/2025

When it comes to equity compensation planning, executives must manage a complex group of considerations and obligations between meeting the expectations of the company and its shareholders and meeting the financial needs of their families.

morganstanleyclientserv.com

06/30/2025

Below are eight tips to help you make the most of your equity compensation benefits when you're saving for, nearing and entering retirement. Please reach out with any questions or if you would like to discuss.

Happy Thanksgiving! Hoping everyone has a fantastic holiday with plenty of family, friends, and food!
11/28/2024

Happy Thanksgiving! Hoping everyone has a fantastic holiday with plenty of family, friends, and food!

Our clients are the lifeblood of our business! Grateful for the fantastic client event hosted at theWisconsin Club. It w...
11/13/2024

Our clients are the lifeblood of our business! Grateful for the fantastic client event hosted at the
Wisconsin Club. It was truly remarkable to celebrate the past, present, and future of the Water View
Group at Morgan Stanley including some of the advisors whose legacy we strive to carry on. CRC 3983646

A fun Halloween in the Thode house with Flash (Wilam), a mermaid (Isla), & a dancer (Nora) all on a fire truck.
11/12/2024

A fun Halloween in the Thode house with Flash (Wilam), a mermaid (Isla), & a dancer (Nora) all on a fire truck.

We are excited to announce that Financial Advisor Nick Gomez is joining the Water View Group. Nick is a Wisconsin native...
10/09/2024

We are excited to announce that Financial Advisor Nick Gomez is joining the Water View Group. Nick is a Wisconsin native and Army Veteran who brings a multitude of skills and experiences to our team. Please visit our website below to check out Nick's bio, and please reach out with any questions. https://livesocial.seismic.com/apmc1J

Great trip to the Big Apple last week! Was able to get to Times Square, Central Park, and Lincoln Center.
03/05/2024

Great trip to the Big Apple last week! Was able to get to Times Square, Central Park, and Lincoln Center.

02/15/2024

Please join us for our Monthly Market Update tomorrow at 10 AM CT. We'll discuss what's happening in the market and where we believe we go from here. Visit our website for more details.

CRC 6132485

advisor.morganstanley.com

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

Address

11501 N Port Washington Road
Mequon, WI
53092

Website

Alerts

Be the first to know and let us send you an email when The Water View Group at Morgan Stanley posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Water View Group at Morgan Stanley:

Shortcuts

Share

Category