Christopher Stone, Financial Advisor at Morgan Stanley

Christopher Stone, Financial Advisor at Morgan Stanley Associate Vice President, Financial Advisor with Soundview Legacy Group at Morgan Stanley Helping professionals and retirees seeking to capitalize on wealth.

I have accumulated over 20 years of financial experience, most recently as a Global Ex*****on Trader working with Portfolio Managers and Analysts in trading products such as equities, futures and currency in both Asia/Pac and US. With that skillset, I have developed the insight and perspective to help guide our clients through various market conditions that two decades of experience can bring. Our

clients have been entrusting The Canterbury Group at Morgan Stanley with their assets because we do more than help affluent families manage their wealth. Our primary goal is to build a relationship that's focused on making you feel confident about your future and helping to enable you to focus on your life's priorities. We seek to achieve this by providing a plan that incorporates our complete wealth management approach designed to help guide you toward reaching your financial goals. My goal is to assists my clients with every decision that has financial implications to help ensure they are making the best, most strategic choices in their life.

The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help inve...
06/05/2026

The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help investors navigate changing market conditions.

brightcove.net

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering busines...
06/04/2026

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency.

brightcove.net

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Out...
06/03/2026

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets.

morganstanley.com

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the ...
06/02/2026

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks.

brightcove.net

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valua...
06/01/2026

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns.

brightcove.net

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-te...
05/29/2026

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation.

brightcove.net

While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views...
05/27/2026

While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views on the source of inflation and how long higher rates will last.

brightcove.net

On this Memorial Day, we honor the heroes who gave everything in service to our country. May we take a moment to reflect...
05/25/2026

On this Memorial Day, we honor the heroes who gave everything in service to our country. May we take a moment to reflect, remember, and express gratitude for their sacrifice.

Address

2000 Westchester Avenue
Purchase, NY
10577

Telephone

+19142252515

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