Andrew Schultz, Managing Director & Wealth Advisor at Morgan Stanley

06/14/2023

Wondering what wisdom a “Bullfrog” has to offer? Join us June 20 to hear from Four-Star Admiral William H. McRaven, U.S. Navy (Ret.) who earned this title in 2011 for being the longest-serving Navy SEAL and “frogman” on active duty. https://bit.ly/4667yaA

06/02/2023

I’m very proud to announce that I’ve been named to Barron’s Top 1200 Financial Advisors ranking. I’m honored to share this space with so many distinguished advisors and extremely grateful to my clients who have made this possible.

[Source: Barron's. Awarded March 2023. Data compiled by Barron's based on time period from Sept 2021 - Sept 2022. https://mgstn.ly/3ZYFCSV]

05/25/2023

Read my latest article below, My Thoughts - “This is a Great Time to Invest”.

Click on the link below to view the full article:

https://mgstn.ly/3My0NW9

CRC 5684671 05/2023

05/25/2023

Read my latest article below, My Thoughts - “This is a Great Time to Invest”.

Click on the link below to view the full article:

https://advisor.morganstanley.com/the-schultz-group/documents/field/s/sc/schultz-group/2v1_Andrew_Schultz_Article_-_This_Is_a_Great_Time_to_Invest_%281%29.pdf

CRC 5684671 05/2023

05/12/2023

In uncertain markets, alternative investments may be a useful option. They can provide income, help diversify your portfolio and serve as an inflation hedge. Let’s discuss if any strategies make sense for you.

In the current environment, strategies that worked before may not be effective. Alternative investments could play a valuable role in your portfolio.

05/10/2023

Join us for a webinar on Thursday, May 18, with Morgan Stanley cybersecurity expert Prashanth Challa and award-winning correspondent Jessica Yellin. They’ll unpack the power of artificial intelligence for cybersecurity—the good and the bad—and outline the practical steps you can take to secure your digital footprint.

Register here: https://bit.ly/3ptHGVo

04/28/2023

I’ve been named to the Forbes 2023 Best-In-State ranking. It’s an honor to be recognized among this group of outstanding Financial Advisors. A special thank you to my clients who helped to make this possible! Congratulations to my fellow Morgan Stanley Financial Advisors who were also recognized.

[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/3ACMlXt]

04/21/2023

I'm proud to have been named one of America’s Top Wealth Advisors by Forbes for 2023. It’s an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry. And a special thank you to my clients, who helped make this possible! Congratulations to my fellow Morgan Stanley Financial Advisors who were also recognized.

[ 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/3USuMvX]

03/28/2023

Are you wondering what may lie ahead for the U.S. economy for the remainder of 2023? Curious how the recent Fed meeting might impact investments in the short term or markets in the long run? Join us on April 3 for the chance to ask renowned Wharton Professor Dr. Jeremy Siegel your questions. https://bit.ly/42P02iG

03/22/2023

I am honored to announce that I have been named to Morgan Stanley's prestigious 2023 Chairman's Club, an honor given yearly to the top Financial Advisors at Morgan Stanley. This year’s recognition marks the 20th consecutive year in which I have been given this honor, and I could not be more appreciative of my incredibly supportive team and amazing clients!

Disclosure: https://mgstn.ly/3J3ywqw

03/10/2023

The Schultz Group recently unleashed some awesome while volunteering with the Caleb & Calder Sloan Awesome Foundation at W.J. Bryan Elementary where we partook in upgrading an inner city school library so elementary school students get the chance to read new and exciting books. A hearty thank you to the Caleb & Calder Sloan Awesome Foundation for including us in their mission to help children in need!

03/06/2023

Kemar Bennett, our teams Group Director, was invited to speak at the annual Forbes Top Teams Summit in Miami Beach. He was joined by Morgan Stanley’s very own, Caroline Gundeck. What an amazing experience to have shared insights and drivers for success with the brightest minds in wealth management!