Stephanie A Petrosini First Vice President Financial Advisor Morgan Stanley

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Stephanie A Petrosini First Vice President Financial Advisor Morgan Stanley

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First Vice President | Wealth Management | Alternative Investments Director | Insurance Planning Director | Financial Advisor at Morgan Stanley

NMLS #: 1252909
CA Insurance License #: 0126537

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11/02/2026

What could the 2026 midterms mean for investors?

Affordability, policy shifts and potential pressure on sectors like technology and energy are key themes to watch, while economic fundamentals may remain the bigger market driver.

morganstanley.com

10/30/2026

Giving with purpose is about more than making a contribution. It's about creating a lasting legacy and engaging the next generation in the values that matter most. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Philanthropy for the Next Generation," on Monday, November 2.

This discussion will explore how families can involve rising leaders in defining philanthropic goals, setting giving priorities, and fostering meaningful conversations around impact, governance, and legacy. Whether you're establishing a new charitable strategy or refining an existing one, you'll gain practical frameworks and actionable ideas to help turn your philanthropic vision into lasting impact.

Register Here: https://livesocial.seismic.com/aX-AkX

10/28/2026

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may be that winners and losers are starting to emerge.

brightcove.net

10/23/2026

Join Rachel Wilson, Morgan Stanley Wealth Management Chief Data Officer and Prashanth Challa, Head of Wealth Management Cybersecurity, for a practical conversation on today's cyber risks, including deepfakes, rogue models and AI-powered scams.

webcasts.com

10/21/2026

AI-powered robotics could represent the next major chapter in the evolution of artificial intelligence. Morgan Stanley Research estimates the opportunity could reach $25 trillion in annual revenue by 2050.

The Robot Almanac explores the technologies, adoption trends and potential opportunities shaping this emerging landscape, and what investors may want to watch as it evolves.

If you have questions, let's connect to discuss how emerging trends like AI and robotics may fit into your broader investment strategy.

morganstanley.com

10/20/2026

What a wonderful way to kick off the season!

It was great to welcome everyone back for our first event of the season, Hidden Costs of Aging.

Events like these provide a great opportunity to come together, share insights, and have meaningful conversations around important financial considerations for the future.

Thank you to everyone who joined us. We enjoyed reconnecting and look forward to more opportunities to come together throughout the season!

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

Address

Naples, FL

Telephone

+12394497885

Website

https://advisor.morganstanley.com/stephanie.petrosini

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