The Southwest Legacy Group at Morgan Stanley

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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 not 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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Cybersecurity threats continue to evolve, making it more important than ever to protect personal and financial informati...
10/28/2026

Cybersecurity threats continue to evolve, making it more important than ever to protect personal and financial information. Taking simple precautions, such as strengthening passwords, enabling multi-factor authentication, and monitoring accounts regularly, can help reduce risk.

Cybersecurity is not just an IT issue. It's an important part of a comprehensive financial plan.

AI and Cybersecurity: Staying Secure in an Evolving Digital Landscape.Monday, October 26, 2026 | 12:15 p.m. ETDescriptio...
10/23/2026

AI and Cybersecurity: Staying Secure in an Evolving Digital Landscape.

Monday, October 26, 2026 | 12:15 p.m. ET

Description: Rogue models, deepfakes, autonomous hacks—as technology evolves, so do the tactics cybercriminals use to target victims. Fortunately, technical advancements are also enabling cybersecurity professionals to fight back. Join former NSA hackers Rachel Wilson, Morgan Stanley Wealth Management Chief Data Officer and Prashanth Challa, Head of Wealth Management Cybersecurity, for insights into a rapidly changing landscape.

Hinge Health CEO Daniel Perez on AI, digital health and transforming healthcare delivery.
10/14/2026

Hinge Health CEO Daniel Perez on AI, digital health and transforming healthcare delivery.

morganstanley.com

It's the 16th annual Service Professional Recognition Week at Morgan Stanley! We're thrilled to honor the dedication and...
10/08/2026

It's the 16th annual Service Professional Recognition Week at Morgan Stanley! We're thrilled to honor the dedication and excellence of our incredible Service Professionals.

Throughout the week, we'll be celebrating their significant achievements and the immense value they bring to our team.

Interested in joining our exceptional group? Check out career opportunities at Morgan Stanley. Let's celebrate together!

This October, we recognize Breast Cancer Awareness Month and honor the strength, resilience, and courage of those impact...
10/01/2026

This October, we recognize Breast Cancer Awareness Month and honor the strength, resilience, and courage of those impacted by breast cancer.

Awareness, education, early detection, and support continue to make a meaningful difference for individuals and families across our communities.

Cash management is an often-overlooked part of a broader financial plan. From paying bills and transferring money to acc...
09/30/2026

Cash management is an often-overlooked part of a broader financial plan. From paying bills and transferring money to accessing cash, everyday financial needs can be just as important to consider as long-term investing.

Morgan Stanley CashPlus brings a range of everyday cash management features together alongside an investment account.

morganstanley.com

After raising interest rates for the first time in more than three years, the Fed still doesn't see policy as restrictiv...
09/24/2026

After raising interest rates for the first time in more than three years, the Fed still doesn't see policy as restrictive. Our Global Head of Fixed Income Research Andrew Sheets breaks down what that could mean for the monetary policy path.

morganstanley.com

You've worked hard to get where you are today and may be wondering how a Financial Advisor like me can help elevate your...
09/16/2026

You've worked hard to get where you are today and may be wondering how a Financial Advisor like me can help elevate your progress. Discover how I can help. https://livesocial.seismic.com/aT3_zX

On Patriot Day, we remember the lives lost on September 11, 2001, including 13 Morgan Stanley colleagues. We also honor ...
09/11/2026

On Patriot Day, we remember the lives lost on September 11, 2001, including 13 Morgan Stanley colleagues. We also honor Rick Rescorla, Morgan Stanley's head of security at the World Trade Center, whose preparation, courage, and decisive leadership helped save 2,687 lives. His legacy remains a powerful reminder of service, resilience, and the profound impact one person can have.

morganstanley.com

As we head into Labor Day weekend, it's a great time to take a step back and enjoy the last stretch of summer. Whether y...
09/04/2026

As we head into Labor Day weekend, it's a great time to take a step back and enjoy the last stretch of summer. Whether you've spent these past few months relaxing by the water, exploring new places, or gathering with friends and family, this holiday is about appreciating the season's moments and the hard work that makes them possible.

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Orland Park, IL

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