The Lighthouse Group at Morgan Stanley

The Lighthouse Group at Morgan Stanley We harness Morgan Stanley's global resources and intellectual capital to help create a financial strategy that works for you. NMLS #: 1275808, 1274680, 1290400

NMLS : Keith - 1275808; Paul - 1274680; Lynn - 1290400. Disclaimers:
©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept page purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB doe

s not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information.

As the 2024 election nears, potential tax changes, Social Security reforms and health-care policy shifts loom. What shou...
03/19/2024

As the 2024 election nears, potential tax changes, Social Security reforms and health-care policy shifts loom. What should investors know?

www.morganstanley.com

Happy St. Patrick's Day! You can't rely on a four-leaf clover for luck, but we can work together to set up personalized ...
03/17/2024

Happy St. Patrick's Day! You can't rely on a four-leaf clover for luck, but we can work together to set up personalized strategies to reach your financial goals.

Don't get fooled by scammers this tax season. Learn how to protect yourself from fraud and identity theft.
03/14/2024

Don't get fooled by scammers this tax season. Learn how to protect yourself from fraud and identity theft.

www.morganstanley.com

Even small contributions to a retirement fund can have a big impact for young investors. Let me know how I can help you ...
03/02/2024

Even small contributions to a retirement fund can have a big impact for young investors. Let me know how I can help you get started.

www.morganstanley.com

As you prepare to file your 2023 taxes, let's discuss opportunities to implement additional tax-efficient strategies to ...
01/29/2024

As you prepare to file your 2023 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan.

www.morganstanley.com

In 2024, make yourself a priority. Reserved Living & Giving offers discounts on top health and wellness brands for a hap...
01/27/2024

In 2024, make yourself a priority. Reserved Living & Giving offers discounts on top health and wellness brands for a happier, healthier you: https://livesocial.seismic.com/aDBSra

01/25/2024

January is Financial Wellness Month. Celebrate by making sure your finances are prepared to help you achieve the future you want. Learn how by visiting our Planning for the Future page. https://livesocial.seismic.com/aKOdQi

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.

Wishing everyone a happy and healthy New Year!
01/01/2024

Wishing everyone a happy and healthy New Year!

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Milwaukee, WI
53202

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