The Lomax Coale Group at Morgan Stanley

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The Lomax Coale Group at Morgan Stanley Financial Advisors at Morgan Stanley

Behind every advisor success story and every positive client experience is a team of dedicated individuals whose profess...
10/13/2026

Behind every advisor success story and every positive client experience is a team of dedicated individuals whose professional focus, commitment, and unwavering support make a meaningful difference each day. Their professionalism, adaptability, and passion for excellence help strengthen our team and elevate those around them.

It is a privilege to work alongside Sadee and Anitra! We see their dedication, their willingness to go above and beyond, and the care they bring to supporting our team and the clients. Their efforts do not go unnoticed, and we deeply appreciate them and the strength they bring to The Lomax Coale Group.

Thank you for the impact you make, the relationships you build, and the excellence you bring to your work every day.

08/26/2026

Because they're irreversible, crypto losses can be costly. Watch this video featuring Prashanth Challa, Head of Wealth Management Cybersecurity, to learn about the tactics scammers deploy to try to gain access to your digital assets, and let me know if you have questions.

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our c...
07/04/2026

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.

Giving back to our community is something we're proud to be a part of.For Morgan Stanley's Global Volunteer Month, our M...
07/01/2026

Giving back to our community is something we're proud to be a part of.

For Morgan Stanley's Global Volunteer Month, our Mobile Branch had the opportunity to volunteer at the Ronald McDonald House in Mobile. The Ronald McDonald House provides a "home away from home" for families with children receiving medical treatment, offering them a comfortable place to stay close to the hospital during a challenging time.

We prepared dinner for the families staying there and spent time cleaning and organizing their kitchen to help make things a little easier for both the families and the amazing staff.

We are grateful for the opportunity to support an organization that makes such a meaningful difference in our community. Thank you to everyone who volunteered and to the Ronald McDonald House for all that you do!

From romance scams to grandparent scams, fraudsters are devising tactics to defraud senior citizens. Find out how to sta...
06/18/2026

From romance scams to grandparent scams, fraudsters are devising tactics to defraud senior citizens. Find out how to start a conversation that could protect your loved one's sensitive information and assets in this article. https://livesocial.seismic.com/aA9EeU

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explo...
06/02/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/a6316Q

05/11/2026

Estate planning isn't just for the wealthy—it's for anyone who wants to protect the people they love and make things easier during a difficult time.

A few reasons it matters:
1. Your wishes are clear: Who receives what, and when.
2. You choose decision-makers: Naming an executor, guardian for minor children, and health care/financial decision-makers if you're unable to act.
3. It can reduce stress and delays: Helping loved ones avoid confusion, conflict, and unnecessary court involvement.
4. It helps protect your legacy: Coordinating beneficiaries, accounts, and key documents so your plan works the way you intend.

If you haven't reviewed your plan recently, consider this a friendly reminder—life changes (marriage, divorce, new child, new home, new job) are good times to update it.

If you'd like a simple estate planning checklist to help you get started, send me an email at [email protected]

05/01/2026

Retiring before 65 is a goal for a lot of people but healthcare costs are often underestimated. Without Medicare, private healthcare can be one of your biggest expenses. Planning ahead for that expense can make a difference between a smooth early retirement and unexpected financial strain. If early retirement is on your radar, it's worth having a plan in place so there are no surprises.

More exciting news! Please join me in congratulating Sadee Snedigar on her promotion to Wealth Management Associate! Sad...
05/01/2026

More exciting news! Please join me in congratulating Sadee Snedigar on her promotion to Wealth Management Associate! Sadee's passion for growth and her willingness to invest in others have made a lasting impact on the complex and is one of the many reasons she received this promotion.

We take pride in being a team that never settles, constantly pushing ourselves to grow, improve, and succeed. We are proud of you Sadee!!

Address

11 North Water Street Suite 16290
Mobile, AL
36602

Telephone

+12514702315

Website

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