Bruce Addison, Senior Vice President and Financial Advisor Morgan Stanley

05/13/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

morganstanley.com

04/27/2026

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Education for the Next Generation series. This session explores the powerful connection between emotional wellbeing and financial habits, including how the choices adults make today can shape the stability and confidence children inherit tomorrow. Register here. https://livesocial.seismic.com/ahyWtr

10/04/2024

Morgan Stanley clients with eligible brokerage accounts can earn 4.50% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://livesocial.seismic.com/aKHz4b

08/30/2024

Avoid the crowds and save money with these underrated alternatives to popular vacation spots.

08/20/2024

Had a great time with my wife Sally hiking at 9,000 feet in Switzerland!

07/22/2024

Good news! Morgan Stanley clients with eligible brokerage accounts can now earn up to 5.73% Annual Percentage Yield. We now have a limited-time promotion of our 6-month New Money Certificate of Deposit (CD). Learn more and contact me to take advantage of this competitive CD offer until 8/20/2024:
https://livesocial.seismic.com/acNqBu

04/04/2024

Good news! Morgan Stanley clients with eligible brokerage accounts can now earn up to 5.43% Annual Percentage Yield. We have expanded our suite of New Money Certificate of Deposit (CD) offerings to include a 9-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://livesocial.seismic.com/aqopeQ

11/09/2023

Had a great week exploring and hiking in Azores with my wife, Sally!

09/21/2023

Saving for retirement? Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Check out this article for some tax-efficient retirement planning strategies.

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

08/08/2023

Don't wait to start sorting your parents’ estate planning wishes. The sooner you get started, the more time you'll have to make sure their wishes are met. Talking to a parent about estate planning is never easy - visit this link for questions that may help you start creating a plan that caters to their unique needs.

Talking with a parent about estate planning is never easy. Here are several conversation starters that can help adult children and their parents’ plan.