The Sherman Group at Morgan Stanley

The Sherman Group at Morgan Stanley The “Advisor of First Thought” is the first person you think to call when life requires a trusted second opinion. MSSB does not provide tax or legal service.

When clients choose to onboard with our team, we hope to create for them a long lasting relationship of trust and guidance. Financial planning and portfolio management often is why we’re hired, but guiding our clients through the many challenges and opportunities that arise in their lives is why they bring their parents, children and grandchildren to us. OUR MISSION:
Every day we hope to help our

clients make better decisions in life. When a client calls with an issue, a question or expression of joy,
we want them to feel like they’re talking and sharing with family they trust. "© 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. 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 trading 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. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email. NMLS #: 1279181, NMLS #: 1273029, NMLS #: 1290391, NMLS #: 1534603

Check out Morgan Stanley Research's 2026 Midyear Economic Outlook, with perspective on the economic backdrop and potenti...
06/10/2026

Check out Morgan Stanley Research's 2026 Midyear Economic Outlook, with perspective on the economic backdrop and potential implications for markets. https://livesocial.seismic.com/aqnUO0

AI infrastructure has driven a narrow rally, but sustainability risks are rising, reinforcing the need for investors to ...
06/10/2026

AI infrastructure has driven a narrow rally, but sustainability risks are rising, reinforcing the need for investors to stay diversified and focus on quality.

brightcove.net

06/08/2026

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. https://livesocial.seismic.com/39pFo

The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help inve...
06/05/2026

The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help investors navigate changing market conditions.

brightcove.net

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering busines...
06/04/2026

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency.

brightcove.net

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Out...
06/03/2026

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

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the ...
06/02/2026

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks.

brightcove.net

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valua...
06/01/2026

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns.

brightcove.net

Regarding the passing of Nancy Sherman - Update to Shiva in Tenafly - Shiva time changed ONLY on Thursday afternoon (Wed...
06/01/2026

Regarding the passing of Nancy Sherman - Update to Shiva in Tenafly -
Shiva time changed ONLY on Thursday afternoon (Wednesday remains the same). On Thursday, Shiva WAS 1 to 3, NOW it's 2:30PM to 4 PM, and then the evening will still be 5:30 PM to 8:30 PM.
Wednesday hours have not changed - they are 1 to 3 PM and 5:30 to 8:30 PM.

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-te...
05/29/2026

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation.

brightcove.net

Address

New York, NY
10036

Telephone

+12126036154

Website

Alerts

Be the first to know and let us send you an email when The Sherman Group at Morgan Stanley posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Sherman Group at Morgan Stanley:

Shortcuts

Share

Category