The Sizemore Group - Morgan Stanley

The Sizemore Group - Morgan Stanley We are a multi-generational advisory team with a history of providing affluent clients with comprehensive wealth management strategies

We are a multi-generational advisory team with a history of providing affluent clients with sophisticated counsel, innovative investment strategies and concierge-level service. NMLS #: 1295584
NMLS #: 1297773
NMLS #: 1282957
NMLS #: 2318733

The future of work isn't just about adopting new technology. It's about finding meaningful ways to use it to become bett...
08/03/2026

The future of work isn't just about adopting new technology. It's about finding meaningful ways to use it to become better at what we do.

I recently had the opportunity to share some of my experiences with AI adoption at a Morgan Stanley AI Adoption Peer Share. Excited to continue learning, experimenting, and finding new ways AI can help us better serve our clients.

Happy World Nature Conservation Day! Today, we're celebrating with a few snapshots of our team members' children enjoyin...
07/30/2026

Happy World Nature Conservation Day!

Today, we're celebrating with a few snapshots of our team members' children enjoying the beauty of the outdoors. These special memories are a reminder of the importance of preserving the outdoors for future generations.

After a sharp rebound, high earnings expectations and fast rotations in Big Tech are keeping the market churning sideway...
07/23/2026

After a sharp rebound, high earnings expectations and fast rotations in Big Tech are keeping the market churning sideways. Here's what Morgan Stanley Wealth Management's Global Investment Committee sees driving the churn—and what investors may want to do next.

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June is Morgan Stanley's Global Volunteer Month, a reminder that meaningful change often starts with small acts of servi...
06/30/2026

June is Morgan Stanley's Global Volunteer Month, a reminder that meaningful change often starts with small acts of service. Morgan Stanley doesn't do philanthropy the usual way. Our approach is rooted in creating significant and meaningful impact for people in the communities where we live and work. Together, we can help build stronger communities—one act of kindness at a time.

This month, both of our offices had the opportunity to put that commitment into action. Our Boulder office decorated and filled food bags for There With Care, while our Raleigh office volunteered with Ship Community Outreach. We're grateful for the chance to support these incredible organizations and the communities they serve.

We're excited to welcome Conrad Robertson to The Sizemore Group as our Summer Intern! Conrad is a rising senior at the U...
06/24/2026

We're excited to welcome Conrad Robertson to The Sizemore Group as our Summer Intern!

Conrad is a rising senior at the University of North Carolina at Pembroke, where he is double majoring in Accounting and Business Administration with a concentration in Finance. He serves as President of the Investment Trading Club, which manages a student endowment, and is also Captain of the cross-country team.

Originally from Nova Scotia, Conrad is passionate about expanding his financial knowledge and gaining hands-on experience in wealth management.

Please join us in welcoming Conrad!

06/11/2026
One of the reasons we love Morgan Stanley! Excited to share "R is for Resilience" and other new content developed by Ses...
05/12/2026

One of the reasons we love Morgan Stanley! Excited to share "R is for Resilience" and other new content developed by Sesame Workshop with funding from the Morgan Stanley Alliance for Children's Mental Health. These free multimedia resources are designed to help young children and caregivers foster emotional well-being and resilience from the start. Learn more: https://livesocial.seismic.com/aiX9Xe

The impact of a mother is felt in the little things—guidance, patience, and unconditional support. This Mother's Day, we...
05/10/2026

The impact of a mother is felt in the little things—guidance, patience, and unconditional support. This Mother's Day, we celebrate the women who make it all possible.

AI adoption is rising, but its impact on the labor market remains narrow, echoing past innovation cycles that ultimately...
04/28/2026

AI adoption is rising, but its impact on the labor market remains narrow, echoing past innovation cycles that ultimately expanded employment over time.

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