Stephanie A Petrosini First Vice President Financial Advisor Morgan Stanley

06/10/2026

A closer look at the shifting outlook for direct lending—how lower rates, liquidity dynamics, valuation pressures, and evolving credit quality may influence investor returns.

If you'd like to discuss how direct lending may fit within a diversified portfolio, feel free to schedule a call.

https://livesocial.seismic.com/aC6G81

06/08/2026

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks.

brightcove.net

06/04/2026

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation.

brightcove.net

06/02/2026

From growth opportunities and income needs to concentrated equity exposure, investors are weighing a range of priorities in today's market environment.

Watch this conversation featuring Brian Holzer, Head of Alternative Investments Distribution, and Troy Gayeski, Chief Market Strategist for Future Standard, on how investors are approaching alternative investments within portfolios.

Feel free to reach out to discuss it further.


https://livesocial.seismic.com/amypPb

05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/aG07Db

05/27/2026

As your Financial Advisor, my priority is to help you manage your cash efficiently while seeking to optimize your overall returns. Morgan Stanley offers a suite of savings solutions through your brokerage account, including the Preferred Savings Program, in which you currently participate, and Preferred Certificates of Deposit (CDs).

In addition to these solutions, I am pleased to announce the launch of the new high-yield Signature Savings Account.

Signature Savings Accounts can be opened online in just a few minutes, and once established, you can fund from eligible external and Morgan Stanley accounts, including the option to transfer funds from the Preferred Savings Program into your Signature Savings Account.

To learn more and open an account, visit the Signature Savings Account page or contact me to discuss it further. https://livesocial.seismic.com/aiduNh

05/24/2026

This Memorial Day, we pause to honor and remember the men and women who gave their lives in service to our country. Their sacrifice is the reason we're able to live, work, and build our futures in freedom.

As we spend time with family and friends this weekend, I'm taking a moment to reflect with gratitude—and to hold in our thoughts the Gold Star families who carry that loss every day.

Wishing everyone a safe and meaningful Memorial Day.

05/19/2026

I am proud to be recognized as an Alternative Investments Director, underscoring my commitment to wealth management excellence. This designation honors Morgan Stanley's Financial Advisors who have significant experience in alternative investments and meet the program's rigorous standards. My expertise in this field positions me to provide eligible clients with guidance, insights and thought leadership about alternative investments and the strategies offered by Morgan Stanley, a leader in this asset class. Alternatives can enhance your portfolio's resilience and return potential beyond traditional investments. Reach out to discuss an approach that is right for you. https://livesocial.seismic.com/awKiBj

05/15/2026

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/ahNvZc

05/13/2026

Profit-growth forecasts for the S&P 500 in 2026 have been revised significantly higher lately. But while markets can "look through" the Iran war, corporate earnings cannot.

Drop me a comment below to schedule a call.


https://livesocial.seismic.com/acpVgB