Brian Guy - Financial Advisor at Morgan Stanley

10/17/2023

Whether it’s strengthening your passwords or treating suspicious emails with more caution, learn steps to help reduce the threat of identity theft, online scams, malware, fraud and more.

Whether it’s strengthening your passwords or treating emails from unknown senders with more caution, you can take a number of steps to reduce the threat of identity theft, online scams, malware, fraud and more.

10/17/2023

You’ve worked hard to build wealth, now it’s time to protect your legacy. This 7-step estate planning checklist can help you plan for how your assets will be passed down to your beneficiaries.

Creating an estate plan can help protect your wealth and prevent hardship for your heirs.

09/04/2023

Happy Labor Day! Have a safe and enjoyable holiday.

08/03/2023

Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/452hK2D

07/11/2023

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Complete these tasks to make sure everything is aligned. Feel free to reach out with any questions or concerns.

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here’s a mid-year checklist to help get you started.

06/29/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.75% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/3CKQ5r6

06/29/2023

Tempted to join in the U.S. stock-market rally? Let’s discuss why chasing recent performance isn’t always the right move.

The recent stock market rally overlooks fundamental risks. Here’s why cautious investors shouldn’t fear missing out on short-term gains.

06/18/2023

Happy Father’s Day to all the incredible fathers and father figures out there!

06/15/2023

Seniors are often a target of financial exploitation and fraud. Feel free to reach out to discuss how to protect yourself or your loved ones from scams.

Financial abuse of older citizens is one of the most common crimes in the US. But there are ways to protect you or your loved ones from scams like these.

05/29/2023

Today is 529 Day!! Today, I would like to highlight the importance of investing for education costs. Learn more about the benefits of 529 plans and how we can work together to help you create a tax-efficient plan for future expenses.

With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.

05/29/2023

On Memorial Day, our nation reflects on how grateful we are for the brave men and women who made the ultimate sacrifice. Thank you for your service.

04/26/2023

Today we celebrate and applaud the professionals who keep our offices running smoothly with their organization, flexibility, and management skills. We’d like to give a special shoutout to our team member, Jill McHenry. Jill is our Senior Registered Associate. We are thankful for her tireless dedication to client service and being an integral member of our team. Thank you for all that you do!