Stephanie A Petrosini First Vice President Financial Advisor Morgan Stanley

07/24/2026

Here's a fun article from Morgan Stanley on the pet industry and what's driving its momentum. Hope you find it interesting.

As always, please feel free to reach out to see how I can help you reach your goals.

morganstanley.com

07/22/2026

My colleagues at Morgan Stanley ran these two scenarios to show what happens when time, employer matching contributions, and consistent monthly deposits work together over decades.

Scenario 2 contributes 67% more per month but starts 23 years later.
Scenario 1 ends up with nearly 2.5x more at retirement solely due to the compounding effects of time.

The bottom line? Starting early with what you can manage often matters more than waiting until you can contribute more.

Reach out to me to discuss it further.

morganstanley.com

07/20/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial.

morganstanley.com

07/17/2026

The hyperscalers lagged the broader market as semiconductor stocks soared in the second quarter. Could the tables turn?

Please reach out to discuss it further.

https://livesocial.seismic.com/auteZa

07/14/2026

Thank you so much for taking the time to wish me a happy birthday.

I truly appreciate your thoughtful messages and kind words.

It meant a great deal to know that you thought of me on my special day, and your warm
wishes helped make it even more memorable.

Thank you again for your kindness and for making me feel so appreciated.

07/13/2026

The infrastructure that powers the modern economy – now including the energy, networks and data centers behind AI – is drawing more private capital and investor attention.

Watch this conversation featuring Brian Holzer, Head of Alternative Investments Distribution, and Connor Teskey, Chief Executive Officer of Brookfield Asset Management, on what's driving infrastructure's expansion and its role in long-term portfolios.

For more insights:
https://livesocial.seismic.com/nOpEJ

07/06/2026

Explore our newest quarterly series, PWM Leadership Insights and Outcomes—featuring timely perspectives from Morgan Stanley Private Wealth Management leadership. From cross-border wealth planning and AI in the family office to the sports economy and navigating family financial requests, each edition highlights what's shaping today's wealth conversations.

Let's connect to discuss what matters most to you and your family—and how those priorities translate into your financial planning.
https://livesocial.seismic.com/ahis8U

07/04/2026

Happy 250th Birthday, United States. On this 250-year milestone, I'm reflecting on the values that endure—service, opportunity, and civic responsibility—and the role each of us plays in strengthening our communities. Wishing everyone a safe Fourth of July.

07/01/2026

Looking for a clear, approachable introduction to the fundamentals of investing? Then join us Monday, July 6 for "Intro to Investing: Stocks, Bonds and Beyond," part of our Wealth Education for the Next Generation series. We'll break down how the stock market works and explore the roles of stocks, bonds and other investment vehicles within a broader financial strategy. Register Here: https://livesocial.seismic.com/aC101c

06/29/2026

In just one week, investors found more clarity around the Strait of Hormuz remaining open, potential shifts tied to new Fed leadership, and the market's ability to absorb record-high issuance. The relief makes sense—but are the underlying risks truly behind us, or just repriced for now?

If you're thinking through what this means for positioning, funding, or issuance timing, feel free to reach out—I'm happy to connect.

https://livesocial.seismic.com/ayIPf1