Laura Chen, Financial Advisor at Morgan Stanley

Laura Chen, Financial Advisor at Morgan Stanley My Money, My Wealth video series covers topics on wealth management, retirement planning, and seeking to build a lasting legacy. Visit my website to learn more.

Laura is a Financial Advisor managing assets for 100+ families as of April 2024. 2026 Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2026) Data compiled by SHOOK Research LLC for the period 6/30/24 - 6/30/25.

2025 Forbes Top Next-Gen Wealth Advisors Best-In-State
Source: Forbes.com (Awarded August 2025).Data compiled by SHOOK Research LLC for the period 3/31/24

- 3/31/25.

2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2025) Data compiled by SHOOK Research LLC for the period 9/30/23 - 9/30/24. Award Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html

03/25/2026

Natural resources are everywhere — powering our homes, building our cities and feeding the world — and they can also play a meaningful role in a long-term investment strategy. In this episode of "My Money, My Wealth," we spotlight how investing in natural resources can help align portfolios with real-world themes and evolving market dynamics.

Here are 2 fun facts we share in this episode:
1. Natural resources investing can provide exposure to essential inputs—like energy, metals and agricultural commodities—that underpin global growth and supply chains.
2. Because natural resources can behave differently than traditional stocks and bonds, they may help diversify a portfolio—especially during periods of inflation or supply-driven volatility.

Watch the full episodes of "My Money, My Wealth" video series on my website: https://advisor.morganstanley.com/laura.x.chen

01/05/2026

🎥 Giving back feels good, but giving smart feels even better. In this episode of "My Money, My Wealth," discover easy, tax-efficient ways to donate, plus how impact investing lets your portfolio reflect your values. This episode shows how everyday investors can make a real difference. 🌟

Here are some key questions we explore in the episode:
1. How can clients make their giving more strategic?
2. How can philanthropy be extended into impact investing?
3. What should viewers take away from the discussion on making wealth work for their values?

Watch the full episodes of "My Money, My Wealth" video series on my website: https://lnkd.in/eBmAZwHA

12/18/2025

🎥 Check out Part 2 of "The Key to Achieving Your Goals" from our "My Money, My Wealth" series! 🌟 Uncover how a solid financial plan can be your anchor during turbulent times. Learn about the importance of technology in financial management and the benefits of working with a Certified Financial Planner. 📊🤝

Here are some key questions we explore in the episode:
✅ Market volatility often shakes investors' confidence. How does a financial plan help in those times?
✅ Technology seems to play a big role in managing these plans today. How do you leverage that?
✅ Why is it important to work with a Certified Financial Planner?
✅ What about the tangible financial benefits of working with a competent advisor?
✅ What's your advice for someone just starting to think about financial planning?

Gain insights into how professional guidance can boost your portfolio's performance and set you on the path to financial success. 🚀

12/16/2025

🎥 Excited to share Part 1 of "The Key to Achieving Your Goals" from our "My Money, My Wealth" series! 🌟 Discover how financial planning can be your game-changer. By creating a personalized financial roadmap, you can gain the confidence and clarity needed to reach your short-term and long-term goals. 🗺️💪

Why wait? Start your financial planning journey today and be prepared for whatever life throws your way. 🚀

12/09/2025

For 15 years, I have had the privilege of working with more than 100 families, helping them identify opportunities, overcome their wealth challenges, and achieve their financial goals. We just launched our new Client Experience video with our new team! Our client experience starts with a personalized plan, we build a customized investment strategy, we help our clients stay informed with frequent updates, and they enjoy ongoing contact and access to global resources!
Please enjoy the new video here!

10/08/2025

The right tax strategy = more money in your pocket. Here's how.

Taxes are one of the biggest drivers of your financial journey and wealth-building strategy. In this episode of "My Money, My Wealth," I share real-world tax benefits you can use today, including:
✔️ 401(k) & IRA contributions for tax-deferred growth
✔️ Roth strategies for tax-free retirement income
✔️ Health Savings Accounts (HSAs) for triple tax advantages
✔️ Tax-loss harvesting to offset capital gains
✔️ Charitable giving deductions to align impact with savings

▶️ Watch the episode to learn how to keep more of your money working for you.

advisor.morganstanley.com/laura.x.chen -insights-client-events

10/07/2025

For most people, spending comes naturally — but saving takes discipline.

Even CEOs and celebrities stress out savings.

In this episode of "My Money, My Wealth," I share tips to help accumulate wealth and make saving easier, grow your money, and build long-term wealth.

Save early, automatically, and take advantage of tax benefits. Apply the Rule 72 to help you save.

🔗 Explore more My Money, My Wealth insights:

advisor.morganstanley.com/laura.x.chen -insights-client-events

10/06/2025

Real case study: retirement strategies that worked for a pharma executive (and can work for you).

In this episode of "My Money, My Wealth," I share how we helped a busy pharma executive create a financially secure retirement plan. From optimizing a 401(k) and stock portfolio to addressing taxes, inflation, and long-term investing goals, this strategy shows the power of proactive planning.

🔗 Explore more My Money, My Wealth insights:
advisor.morganstanley.com/laura.x.chen -insights-client-events

10/03/2025

Stronger together: Financial Advisors, Tax Advisors & T&E Attorneys.

In this "My Money, My Wealth" episode, I share a case study on how collaboration between these three key advisors helps you:
✔️ Reduce taxes
✔️ Protect wealth
✔️ Strengthen retirement & legacy planning

When your team works as one, your financial future is more secure.
🔗 Explore more My Money, My Wealth insights:
advisor.morganstanley.com/laura.x.chen -insights-client-events

09/18/2025

💼 Sudden Wealth: How One Investor Turned Risk into Opportunity 💡
🎥 New Episode of "My Money, My Wealth" is now live!
Sudden wealth can feel like a blessing—and a burden.
In this episode, I share a real-life case study of a woman investor whose life changed overnight when her early-stage investment went public.
The result?
Her portfolio became heavily concentrated in a single stock, exposing her to significant financial risk.
🔍 As her Financial Advisor, I helped her create a tailored, strategic plan to:
✔️ Gift part of her stock to an irrevocable trust for her children
✔️ Donate appreciated shares to a Donor Advised Fund (DAF) for tax-efficient giving
✔️ Sell and diversify her holdings to reduce risk
✔️ Integrate everything into a long-term estate and legacy plan in collaboration with her tax team
📊 The outcome:
A diversified portfolio, minimized tax impact, and a strong foundation for generational wealth and philanthropic impact.
Sudden wealth—especially from a concentrated position—can feel daunting. But with the right guidance, it can become a powerful opportunity for financial freedom, legacy, and purpose.
➡️ Watch the full episode:
🔗 https://advisor.morganstanley.com/laura.x.chen -insights-client-events
If you're navigating a similar financial transition—or simply want a second look at your strategy—I'd be honored to help.

Address

55 E 52nd Street, Floor 6
New York, NY
10055

Telephone

+19172272523

Website

Alerts

Be the first to know and let us send you an email when Laura Chen, Financial Advisor 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 Laura Chen, Financial Advisor at Morgan Stanley:

Shortcuts

Share

Category