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.

©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, 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 advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice 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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10/27/2026

🍂 Fall Forward with HER Way!

Our HER Way Fall Newsletter is here, featuring timely market insights, financial planning considerations, and thoughtful perspectives on health, wellness, and personal growth.

✨ And there's more to look forward to!

Join us on November 19 for HER Day 2026, our signature annual event celebrating women's achievements, ambitions, and legacies.

🌟 The Power of Her. Your Story. Your Success. Your Legacy.

📖 Explore our Fall Newsletter
https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/b434326c-4372-4a2d-85e9-c7d151e280c1.pdf

Let's Fall Forward together!

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10/16/2026

✨HER DAY 2026 | THE POWER OF HER✨
Your Story. Your Success. Your Legacy.

📅 SAVE THE DATE — THURSDAY, NOVEMBER 19, 2026!

We are excited to announce HER Day 2026, our signature event of the year, presented by HER Way | New York at Morgan Stanley!
Mark your calendar and join us for an inspiring day of HER Talks, featuring fresh perspectives on financial well-being, health and wellness, personal and professional growth, entrepreneurship, and philanthropy.

🎤 We're thrilled to welcome an exceptional lineup of speakers, including keynotes:

Rebecca Lobo — Basketball Hall of Famer, Olympic Gold Medalist, and ESPN Analyst
Elizabeth von Habsburg — Co-Founder and Executive Chair of Winston Artory Group

📅 Thursday, November 19, 2026
🕘 8:45 a.m. – 5:15 p.m. ET
💻 Join our Zoom Viewing Party!

🔗 Register Today! Click the link for full event details and register:https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/d6ab00bd-f7f7-4adb-85a4-dc83c675e30f.pdf

Connect, Learn, and Be Part of the Conversation.

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10/14/2026

October is Breast Cancer Awareness Month—a time to recognize the individuals and families affected by breast cancer, whether personally or through someone close to them.

Health challenges can bring uncertainty and affect every aspect of daily life. If you or someone you love is navigating a difficult season, please know that you are in our thoughts.

09/23/2026

Thank you to everyone who joined us for another special HER Way event, Learn, Connect, and Support Your Brain Health! So many great insights—and some surprisingly simple ways to support our brain health every day:

☀️ Start your day with 10 minutes outside to help reset your brain for better sleep.
🌙 Make your bedroom a little darker to sleep more soundly.
🎶 Keep learning and challenge your brain with new skills.
🧘 Stress is not the enemy—keep it manageable and take breaks from it.
🚶 Keep moving—30 minutes of walking throughout your day can make a difference.
🥕 And, as Dr. Milstein simply put it, "eat food that will spoil."

A huge thank you to Dr. Marc Milstein and Dr. Michael Sheetz for an informative, interactive, and fun experience, and to our generous sponsors: Alex Katz, Thornburg Investment Management; Kate Brightbill, CFA, BlackRock; and Ryan Gregory, Natixis Investment Managers.

We'd love to have you join our growing HER Way community. To stay connected and hear about upcoming events, email [email protected].

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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

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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

Address

Mack Centre IV, So 61 Paramus Road
Paramus, NJ
07652

Website

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

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