Gerald Simmons, Financial Advisor at Morgan Stanley

04/01/2026

Your professional journey is as important as your financial one. I invite you to join this "Building a Meaningful Career & Elevating your Elevator Pitch" session on April 6, where our panel of experts will share their career stories, pivotal moments and the values—like purpose, adaptability, and integrity—that have shaped their success. You'll also learn how to craft a compelling elevator pitch, helping you articulate your unique value and advance your career with confidence. https://livesocial.seismic.com/aH-0PO

02/23/2026

Two gold medals in one week!

USA Women's Hockey — Gold.
USA Men's Hockey — Gold.

Two teams at the absolute peak of their performance when it mattered most.

It got me thinking… Is your portfolio performing at its peak when it matters to you the most?

Championship results don't happen by accident — they come from preparation, discipline, and a strategy built for the moment. Your financial plan, insurance policies and investments deserve the same level of attention.

If you're wondering whether your investments are positioned to win in today's market, let's connect. A quick conversation can go a long way.

https://livesocial.seismic.com/a1d0v2

02/16/2026

On Presidents' Day, we honor the great leaders who have shaped our nation.

Have a happy holiday and thank you for your ongoing support and confidence.

02/13/2026

In this episode of Morgan Stanley's Exceptional Leaders, The Coca-Cola Company Chairman and CEO James Quincey shares how cultural transformation, global agility and consumer focus are reshaping the company's future.

morganstanley.com

01/29/2026

How might cryptocurrency complement your broader investment strategy? Join us on February 2 for "Cryptocurrency and Digital Assets 101" for an overview of what cryptocurrency is, the reasons behind its creation and the distinctions among leading coins. Register here: https://livesocial.seismic.com/apq-9P

01/23/2026

Explore the trends and opportunities shaping alternative investments with Morgan Stanley Wealth Management's new video series, "The Alts Report." In this episode, hear from Jed Finn, Head of Morgan Stanley Wealth Management, and Marc Rowan, CEO of Apollo Global Management, as they explore the changing landscape of private markets, the innovative vehicles that are expanding access and what the rapid innovation can mean for investors. See the full video: https://livesocial.seismic.com/BqWqG

01/08/2026

Revisiting your finances at the beginning of the year is always a good idea. Here are 5 steps to help get you started as we kick off 2026.

Please do not hesitate to reach out with any assistance or questions.

morganstanley.com

07/22/2025

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

07/09/2025

We're halfway through 2025, which makes it a great time to review your financial plan. From retirement goals to estate planning, even small adjustments can make a big difference.

Check out this quick mid-year checklist from Morgan Stanley to help you stay on track. If you'd like navigating any of these topics, feel free to reach out.

morganstanley.com

07/08/2025

With positive market momentum likely to remain in the near-term, consider how to position for the remainder of summer. Find out more in On the Markets.

morganstanley.com

07/04/2025

Independence Day is a special holiday, a chance to celebrate the founding of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, fun and fireworks.

06/24/2025

The world is getting older. What could it mean for your portfolio? Explore how to invest as senior-age consumers reshape the economy.
https://www.morganstanley.com/insights/articles/aging-population-investment-opportunities?ET_MID=noloc&ET_MID=nomsai