Nashville Legacy Group at Morgan Stanley

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Nashville Legacy Group at Morgan Stanley

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We believe you deserve an advisory team that looks at your financial life from every angle. MSSB is not responsible for content posted by third-parties.

At Nashville Legacy Group, we plan for your future with financial strategies that encompass your whole life. That means taking the time to get to know you - your dreams and goals, as well as your financial concerns and the issues that keep you up at night. Our success stems from our ability to ask you the right questions and to listen carefully to your answers. No matter what unique need you have, we will find an appropriate solution. Our Special Strengths include:
Generational Wealth
Addressing Unknown Risks
Women and Wealth
Planning for Education and Retirement

© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

NMLS # 1416420
NMLS #: 1794803

10/30/2026

Happy Halloween from the Nashville Legacy Group 🎃

09/30/2026

The final months of the year can be an important window for financial planning.

From reviewing your financial goals to planning for upcoming milestones, a few thoughtful steps now can help you enter the new year with more confidence.

morganstanley.com

09/23/2026

Here are a few simple, real-world tips that can make your family harder to target online from Rachel Wilson, Wealth Management Chief Data Officer—who happens to be a mom herself. If you want to talk through any of the cybersecurity tips, I'm always here.

09/16/2026

September may be known for market volatility, but this year's calm summer backdrop could make the month's catalysts even more important.

This podcast breaks down why Fed uncertainty, heavy capital market activity, and strained global energy supply may test markets in the weeks ahead.

morganstanley.com

09/09/2026

Cybersecurity doesn't have to be complicated.

A few simple habits, like using strong passwords, turning on multi-factor authentication, and thinking twice before clicking unexpected links, can go a long way in helping protect your personal information.

Check out these practical tips:

morganstanley.com

09/05/2026

It's National 401(k) Day

One of the most common retirement savings tools deserves a little more attention today.

Here are a few 401(k) numbers worth knowing for 2026:
✅ The employee contribution limit is $24,500
📈 Those age 50 and older may be eligible for an additional $8,000 catch up contribution
⭐ Ages 60 through 63 may be eligible to contribute an additional $11,250 instead, if their plan allows
🏢 With employer contributions included, the total annual limit can reach $72,000

There is a lot more to your 401(k) than simply contributing each paycheck. Understanding your plan, contribution options, and employer benefits can make a meaningful difference over time.

https://livesocial.seismic.com/a70g5X

09/02/2026

🏡 Rent or buy?

The "right" answer isn't the same for everyone.

Buying may make sense if you want:
🏠 To build equity over time
🏠 More stability
🏠 The freedom to personalize your space
🏠 A long term investment

Renting may make sense if you want:
🏢 More flexibility
🏢 Lower upfront costs
🏢 Fewer maintenance responsibilities
🏢 Freedom to relocate more easily

The best financial decision isn't about keeping up with everyone else. It's about choosing the option that aligns with your goals, lifestyle, and budget.

https://livesocial.seismic.com/aDG9xZ

08/31/2026

Markets are shifting, and quality is back in focus. This Morgan Stanley podcast breaks down what a mid-cycle market could mean for leadership, AI, and investor positioning. Worth a listen if you're trying to stay ahead of the next rotation.

morganstanley.com

08/12/2026

IRAs may not be the most exciting acronym, but they can play a big role in your retirement game plan. Get to know the basics and start thinking about what could work for you.

https://livesocial.seismic.com/aBTTXJ

07/30/2026

Save this for later: building a retirement portfolio doesn't have to be complicated.

This guide walks through the basics so you can start with a plan and keep moving forward.

💠 Enroll in your workplace retirement plan as soon as you're eligible so your savings has more time to grow.
💠 Set a savings target and take advantage of any employer match, while keeping vesting rules in mind.
💠 Choose an investing approach that works for you, like a target-date fund, building your own mix, or using a managed account if available. https://livesocial.seismic.com/a1UQSk

Address

3102 West End Avenue, Suite 200
Nashville, TN
37203

Telephone

+16156654713

Website

http://fa.morganstanley.com/nashvillelegacygroup/

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