Wes Dawson Financial Advisor at Morgan Stanley

05/14/2023

Happy Mother's Day to all the wonderful mothers! This holiday is an opportunity for us to celebrate the hard work and unconditional love that mothers give to their families. I am grateful for my Mom and looking forward to spending time with her this weekend!

05/11/2023

For many, spring means opening windows, sweeping the dust out and rotating wardrobes. While you’re freshening up your home, let’s consider ways to also tidy up your finances. https://mgstn.ly/3MgTe7s

04/20/2023

In uncertain markets, alternative investments may be useful. 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.

04/11/2023

Dawson's Canine Crew wishing you a Happy National Pet Day!

04/06/2023

As Easter and Passover approach, we are reminded to reflect and be grateful for all the wonderful things we have in our lives. I hope that this time brings you and your family together with lots of happiness, joy, and prosperity.

I would like to wish you a happy holiday surrounded by those you love.

03/30/2023

The Morgan Stanley Client Experience means we listen more than we talk, so we can deliver insights, and a personalized plan to help you reach your financial goals. Visit my website: https://advisor.morganstanley.com/wes.dawson

03/09/2023

With the rising need for financial education in this age of NIL, our Global Sports & Entertainment division is answering the call by working with SPRY to enhance their already unique financial education application through a series of educational videos. SPRY is dedicated to working with student-athletes and their respective athletic departments around the country to create sports compliance solutions. Click to learn more about this platform: https://bit.ly/3yolixU

02/27/2023

I am excited to announce that I have been recognized as a “Five Star Wealth Manager” for 2023 in Gulfshore Life magazine and Fortune ranking among the best in Southwest Florida.

I want to thank my clients for their ongoing loyalty and support. I look forward to working with you in the upcoming year and beyond!



The Five Star Wealth Advisor Award was issued in 2023. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

02/21/2023

You still have time to max out your IRA contributions for the 2022 tax year (if eligible). Contribute by the April 18, 2023 deadline and invest in your future retirement today.

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

02/06/2023

Now more than ever, it's important to talk to your kids about internet safety. Learn how to protect your loved ones with our latest cyber tips article.

The internet can be a dangerous playground for children. While opportunities for education, friendship and fun abound, there are plenty of safety hazards, too

01/10/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.00% 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/3X0XKtb

12/20/2022

Dawson’s Canine Crew wishing you and your family a Happy Holidays!