The Southwest Legacy Group at Morgan Stanley

The Southwest Legacy Group at Morgan Stanley 15341 S. 94th Ave
Ste 200
Orland Park, IL 60462 MSSB will not accept purchase or sale orders via social network messaging systems.

We harness Morgan Stanley's global resources and intellectual capital to help create a financial strategy that is designed for you.

©2025 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 is not responsible for content posted by third-parties. MSSB does n

ot 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/the-southwest-legacy-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. Kurt Lindemann NMLS #1262174
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James Cronin NMLS #1264985

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan...
05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/avMOsC

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.
05/25/2026

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

So many can't-miss weekends ahead — from blues to gospel to Lollapalooza! My calendar is already filling up, which ones ...
05/14/2026

So many can't-miss weekends ahead — from blues to gospel to Lollapalooza! My calendar is already filling up, which ones are you checking out?

abc7chicago.com

Meet Christina Valtierra, Registered Client Relationship Analyst with 13+ years dedicated to exceptional client service ...
05/14/2026

Meet Christina Valtierra, Registered Client Relationship Analyst with 13+ years dedicated to exceptional client service and smooth onboarding. The newest & integral memeber of The Southwest Legacy Group at Morgan Stanley.

Behind every milestone is someone who believed first. Celebrating my mom today, and the lessons that continue to shape m...
05/10/2026

Behind every milestone is someone who believed first. Celebrating my mom today, and the lessons that continue to shape me.

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explo...
05/01/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/adtOsy

April 21, Kevin Warsh (President Trump's Fed Chair nominee) had his Senate Banking confirmation hearing. Our Global Head...
04/23/2026

April 21, Kevin Warsh (President Trump's Fed Chair nominee) had his Senate Banking confirmation hearing. Our Global Head of Fixed Income Research, Andrew Sheets, and Global Chief Economist, Seth Carpenter, unpack the inner workings of the Federal Reserve to illustrate the challenges that Fed chair nominee Kevin Warsh may face.

morganstanley.com

Tax season can be a high-traffic time for sensitive personal data - check out this article to learn practical steps you ...
04/15/2026

Tax season can be a high-traffic time for sensitive personal data - check out this article to learn practical steps you can take to help reduce common cybersecurity risks and stay safe this tax season.

morganstanley.com

Today kicks off A Tradition Unlike Any Other...It's a timely moment to reflect on how small decisions—made consistently—...
04/09/2026

Today kicks off A Tradition Unlike Any Other...It's a timely moment to reflect on how small decisions—made consistently—can shape outcomes over time. The attached article offers a few practical takeaways worth considering through a long-term lens.

It's that time of the year…🏀This year's bracket isn't just about who advances…it's about the real numbers behind teams. ...
03/19/2026

It's that time of the year…🏀
This year's bracket isn't just about who advances…it's about the real numbers behind teams.

Some underdog stories might surprise you--not just on the court, but on the price tag.
Have a look at each school's estimated 4-year cost of attendance.

As we cheer on our teams this tournament, it's a great reminder: where you go to school is a big decision--and how you plan for it matters just as much.

College costs can vary wildly, and having a strategy in place early can make a huge difference down the road.

So, while you're filling out your bracket, ask yourself:
👉 Which would you pick?
👉 Upset potential…or long-term value?

Comment below who you have winning your bracket!

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Orland Park, IL

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