The Simon-Marra-Le Group at Morgan Stanley

01/11/2024

How can you create a family business that lasts? Learn about six key priorities to building a family enterprise that endures throughout the generations. Reach out if you’d like to discuss.

Successful family businesses establish a shared mission and succession plan to endure for generations to come.

01/04/2024

Even small contributions to a retirement fund can have a big impact for young investors. Let me know how I can help you get started.

How the power of time can help savvy young investors grow an impressive portfolio.

12/31/2023

Wishing everyone a happy and healthy New Year!

12/25/2023

‘Tis the season for joy, love and peace.
Merry Christmas!

12/21/2023

As we look to close out the year on a healthy and hopeful note, let’s discuss ways to support the people you care for and the causes you value most.

As you reconnect with loved ones for the holidays, consider these impactful ways to give.

12/14/2023

Wondering what to give this holiday season? Consider a gift that keeps on giving – contributions to a 529 plan can help cover future tuition bills and may provide potential tax benefits for the gift giver.

Looking for a more meaningful gift this holiday season? Consider giving your children, grandchildren, nieces and nephews the gift of learning—through a 529 plan.

12/07/2023

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Stay a step ahead of cybercriminals this season by being aware of these scams.

11/30/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.41% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3sMWGzW

11/23/2023

Happy Thanksgiving to you and your family!
May your hearts and homes be filled with gratitude this Thanksgiving.

11/02/2023

Experiencing a later-in-life divorce can turn the best laid financial plans upside down.
I'm here to help when you're ready.

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.