Terry Osborn, Financial Advisor at Morgan Stanley

Terry Osborn, Financial Advisor at Morgan Stanley I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that is designed for you.

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©2026 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The

information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/terry.l.osborn. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html

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If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may...
07/22/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/aYe5FI

A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on y...
06/25/2026

A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on your financial plan. https://livesocial.seismic.com/afpy6j

06/08/2026

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. For more insights: https://livesocial.seismic.com/7w-Ze

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Out...
06/04/2026

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets.

morganstanley.com

Founders are broadening capital strategies, embracing interim liquidity solutions such as tender offers, and paying clos...
05/28/2026

Founders are broadening capital strategies, embracing interim liquidity solutions such as tender offers, and paying close attention to IPO readiness, according to Morgan Stanley's Founder Survey. https://livesocial.seismic.com/aY_hkF

On Memorial Day, we honor the brave men and women who gave their lives in service to our country. Their courage and sacr...
05/25/2026

On Memorial Day, we honor the brave men and women who gave their lives in service to our country. Their courage and sacrifice have helped preserve the freedoms we enjoy today, and their legacy continues to inspire gratitude in all of us.

We hope you have the opportunity to spend meaningful time with family and friends. While the day is rooted in reflection, it also serves as a reminder to appreciate the many blessings made possible through their sacrifice.

As a reminder, the markets, and our offices, will be closed today observance of the holiday.

Wishing you a safe and meaningful Memorial Day!

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here's a...
05/21/2026

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here's a mid-year checklist to help get you started. https://livesocial.seismic.com/a-nA-W

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