Luke Myers at Morgan Stanley

06/09/2026

Last week I traveled up to Purchase, NY for Morgan Stanley's 2026 FAA National Summit.

It was an energizing opportunity to connect with great colleagues across the Firm, share our best practices, and focus on how we continue to deliver high-quality and industry leading experiences.

A few themes I'm taking away:
- Client-first ex*****on: staying anchored to goals-based planning and clear communication.
- Consistency in process: using repeatable workflows to drive better outcomes and reduce friction for clients and teams.
- Collaboration across the Firm: learning from one another and scaling what works.
- Continuous improvement: sharpening our skills, embracing feedback, and investing in development.

Grateful for the speakers, organizers, and everyone who contributed to the conversations.

Looking forward to putting these ideas into action with our team and continuing to raise the bar for our clients!

06/04/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

morganstanley.com

06/02/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/EgPNw https://livesocial.seismic.com/f2PgPk

05/31/2026

Introducing "From Vision to Structure: Architecting a Family Office," a new resource from Morgan Stanley Family Office that offers strategic insights into building and managing a family office. Discover how to create a cohesive framework that supports thoughtful decision-making and operational efficiency. https://livesocial.seismic.com/fzESAH

04/09/2026

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://livesocial.seismic.com/lOKci

03/31/2026

Markets often absorb geopolitical shocks over time, but the path can be volatile. Do you have a plan to stay invested? Helpful context: https://livesocial.seismic.com/fvQESb

03/15/2026

Two weeks ago, I crossed the finish line of my first marathon—and I'm still grateful thinking about it.

The best part?

Having my entire family there cheering me on.

Who would've thought with 9 days notice they could get everyone down to FL in time for the race.

It meant everything to me to have them there for such a major achievement.

Stats: I ran a 3:22 finish (7:43/mile pace) and was fortunate to win my age group.

Feeling incredibly accomplished, humbled, and motivated for what's next.

Thank you to everyone who offered some advice to help get me through it!

03/03/2026

What could military escalation with Iran mean for the markets and your investments? Learn more from our strategists.

morganstanley.com

02/25/2026

Most financial plans miss one of these four wealth principles—does yours?

1. We protect and preserve client's wealth, first and foremost.
2. We grow and create wealth.
3. We show our clients the most tax-effective distributions of their assets in retirement.
4. We help our clients use the most tax-advantaged strategies to pass assets after death.

This is our approach to a comprehensive wealth management relationship.

If you are missing one of those four principles in your current relationship, reach out. We would be happy to offer a complimentary review.

02/21/2026

With the extreme volatility in metals and cryptocurrencies recently, how should long-term investors be thinking about these assets in a portfolio?

brightcove.net