Debra P. Stokes, Financial Advisor at Morgan Stanley

10/21/2024

02/27/2024

Personal Update: It’s a priviledge to announce I have been name to the 2024 Forbes America’s Top Women Wealth Advisors & Top Women Wealth Advisors Best-In-State!

During my 30+ years as a Wealth Manager at Morgan Stanley and (formerly) Merrill Lynch, I enjoyed meaningful relationships helping my clients and their families reach their financial dreams. Thank you to my clients for the well placed trust and confidence in me and the firm.

01/15/2024

Looking to maximize your after-tax return in 2024? Let’s discuss how direct indexing can help you customize your investment strategy and potentially lower your tax bill.

Learn more about the advantages of a direct indexing strategy and how it can help you meet your financial goals.

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

12/21/2023

Today’s unique investing environment brings its own set of risks and opportunities. How can you prepare? Check out this article and let’s connect.

Investors are navigating strange terrain with a surprisingly resilient economy, a top-heavy stock market and a deeply indebted government. Here’s how to stay on course.

12/18/2023

It’s no wonder so many of us look forward to the holidays. It’s a time to gather with family and friends, share memories and gifts, and make plans for the coming year.

Cybercriminals look forward to the holidays, too—but for starkly different reasons. Stay a step ahead of cybercriminals this season by being aware of these scams.

Stay a step ahead of cybercriminals this season by being aware of these scams.

12/14/2023

Your personal data is extremely valuable – and may be too readily available. Discover how to protect and manage your online assets.

Your personal data is extremely valuable— and may be too readily available. Discover how to protect and manage your online assets.

12/11/2023

It’s no wonder so many of us look forward to the holidays. It’s a time to gather with family and friends, share memories and gifts, and make plans for the coming year.

Cybercriminals look forward to the holidays, too—but for starkly different reasons. Check out these five holiday scams to avoid:

Stay a step ahead of cybercriminals this season by being aware of these scams.

12/05/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

12/01/2023

Need holiday gift inspiration? Our Gifts for Good guide features socially conscious organizations that give back. https://bit.ly/3N7Q0TO

11/23/2023

Wishing all a happy and healthy Thanksgiving!

Wherever you find yourself this Thanksgiving, I hope you are able to spend it with friends and family alike!