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

Dan and Brian at Citi Field
09/07/2026

Dan and Brian at Citi Field

While rising AI capex has weighed on internet and hyperscaler stocks, return on investment looks promising. Find out mor...
09/03/2026

While rising AI capex has weighed on internet and hyperscaler stocks, return on investment looks promising. Find out more in On the Markets.

morganstanley.com

Small-cap stocks have outperformed the S&P 500 this year—a testament to the breadth in the equity market. But the questi...
09/02/2026

Small-cap stocks have outperformed the S&P 500 this year—a testament to the breadth in the equity market. But the question now is, will the small-cap rally continue? We are skeptical.

brightcove.net

With yields on long-term Treasuries rising, the Treasury Department has decided to intervene. But markets do not appear ...
08/25/2026

With yields on long-term Treasuries rising, the Treasury Department has decided to intervene. But markets do not appear stressed by rising yields, so a key question is, why now?

brightcove.net

Second quarter earnings results have helped drive the US equity market to all-time highs recently. Will the forces behin...
08/18/2026

Second quarter earnings results have helped drive the US equity market to all-time highs recently. Will the forces behind those earnings continue?

brightcove.net

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
08/14/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here.

brightcove.net

Flying out to visit a few clients
08/10/2026

Flying out to visit a few clients

AI's next bottleneck is electricity, making energy infrastructure speed a decisive driver of growth and returns.
08/10/2026

AI's next bottleneck is electricity, making energy infrastructure speed a decisive driver of growth and returns.

brightcove.net

Hedged strategies may regain portfolio relevance as inflation and real yields weaken bonds' diversification role.
08/06/2026

Hedged strategies may regain portfolio relevance as inflation and real yields weaken bonds' diversification role.

brightcove.net

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressi...
08/05/2026

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressing local concerns about data centers. Find out more in On the Markets.

morganstanley.com

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