Corethia Oates, VP, Portfolio Manager, Financial Advisor at Morgan Stanley

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Corethia Oates, VP, Portfolio Manager, Financial Advisor at Morgan Stanley

Financial Advisor at Morgan Stanley MSSB will not accept page purchase or sale orders via social network messaging systems.

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e for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information

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08/06/2026

HER Way News: The Summer Edit ☀️

Summer is the perfect time to discover something new. In this edition of HER Way News, we're sharing what's inspiring us this season. From books and recipes to cultural experiences and thoughtful conversations, we hope you'll find something that inspires your own summer. Because sometimes, the greatest returns aren't measured in dollars, but in the memories we create and the moment we share.

Check out our Summer Edition of HER Way News:https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/f927aa3f-c478-4b4c-b2f8-f3cd61420a3f.pdf

What's on your Summer Edit? We'd love to hear your favorite book, recipe, destination, podcast, or hidden gem. Share with us in the comments below or at [email protected].

05/13/2026

Thank you to everyone who joined us for HER Way's Money Mindset & Margaritas—in NYC and via Zoom. In recognition of Mental Health Awareness Month, we came together for an engaging conversation on the connection between financial stress, confidence, and emotional well-being, and explored practical tools and perspectives to help navigate money decisions with greater clarity and intention.

A special thank you to our guest speakers for their thoughtful insights: Rob Brazofsky, Regional Manager at AllianceBernstein, and Elizabeth Christian, CIMA®, Senior Regional Director Strategist at Virtus Investment Partners. We're also grateful to our sponsors, AllianceBernstein and Virtus Investment Partners, for helping make this event possible and for supporting HER Way's mission to financially educate and empower women.

We're grateful for this growing community and look forward to continuing the conversation together. For questions or additional information, please reach out to [email protected].

05/06/2026

Introducing HER Way News | Spring 2026—our new quarterly newsletter created to bring timely insights that help women build confidence and momentum on their wealth journey.

This edition spotlights the SHEconomy. As Morgan Stanley's Sarah Wolfe notes, "The SHEconomy isn't coming—it's already here," a reminder of the expanding influence women have on household and investment decisions. In this issue, we connect that theme to real-life planning—how to talk to kids about money, what you may not know about 529 plans, and perspectives on navigating market volatility

HER Way's mission is to create a dynamic community to financially educate and empower women—and we're excited to share this new resource with you.

Click this link to read all about it!
https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/274c6bf1-ad48-4c7e-946e-b60c738e8ef7.pdf

We look forward to hearing from you. Join our mailing list and stay connected, email us at [email protected]

04/23/2026

Less Stress. More Confidence. Same Money.

In recognition of Mental Health Awareness Month, join us for our upcoming HER Way Event: Money Mindset & Margaritas

📅 Wednesday, May 6, 2026 | 6:00 PM ET | 📍 Webinar

Grab a margarita and join us for our upcoming event as we explore how emotions and experiences can shape financial decisions — and how to build confidence in uncertain times. Featuring insights from our guest speakers, Rob Brazofsky, Regional Manager of AllianceBernstein and Elizabeth Christian, CIMA®, Senior Regional Director Strategist at Virtus Investment Partners, who will share practical frameworks and insights for addressing common money mindset challenges.

Register Today! Click the link for full event details and to register:
https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/46c9e6c2-a6f7-429d-a3e0-046b603b4b5e.pdf

CRC 5388311 04/2026

01/23/2026

Thank you to everyone who attended our first HER Way event of the year, "Ahead of the Curve: 2026." We appreciated your engagement both in person and via Zoom.

Special thanks to Ellen Zentner and Monica Guerra for their insights on the 2026 investment landscape, and to our sponsors, Pacer ETFs and Man Asset Management, for their support.

HER Way is committed to continuing to grow our community of women in finance. We look forward to seeing you at future events. For more information, contact [email protected].

01/16/2026

🔹 HER Way Presents: Ahead of the Curve: 2026 🔹
Don't miss this timely conversation on the 2026 economic outlook, global investment themes, and U.S. policy insights shaping the year ahead.
🗓 Wednesday, January 21 |5:30 PM (ET) In-Person Networking | 6:00 PM (ET)Panel discussion and Webinar

🎙 Featuring Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing for Morgan Stanley Wealth Management and Monica Guerra, Executive Director, Head of US Policy for Morgan Stanley

Register today! Click the link for full event details and to register for our in-person or webinar event:https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/4745b4be-82ee-412b-9175-505039ce7bbd.pdf

01/05/2026

Whether you're looking to optimize your wealth or establish a strong foundation for the future, my goal is to help you approach your finances with confidence and set the stage for a successful 2026. Join Morgan Stanley on January 12 for "Money Mindset Reset - The Power of Financial Planning" to help you clarify your financial priorities, identify spending patterns and explore strategies for managing income, expenses and savings. https://livesocial.seismic.com/ae51VR

12/24/2025

‘Tis the season for happiness, peace and joy. Merry Christmas!

12/20/2025

The investment landscape is becoming more favorable, particularly for risky assets. See why in Morgan Stanley Research's 2026 Investment Outlook: https://livesocial.seismic.com/aIyt4S

12/19/2025

Warm wishes for a joyful and peaceful holiday season filled with cheer.

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http://Advisor.morganstanley.com/corethia.oates

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