Maegen Wallum, Financial Advisor at Morgan Stanley

Maegen Wallum, Financial Advisor at Morgan Stanley Senior Vice President, Financial Advisor at Morgan Stanley MSSB will not accept purchase or sale orders via social network messaging systems. NMLS #: 693403.

©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted 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 service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/maegen.wallum. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.

Founders should build personal liquidity, tax, and estate plans that stay resilient when company timelines shift.
09/30/2026

Founders should build personal liquidity, tax, and estate plans that stay resilient when company timelines shift.

brightcove.net

07/23/2026

Because they're irreversible, crypto losses can be costly. Watch this video featuring Prashanth Challa, Head of Wealth Management Cybersecurity, to learn about the tactics scammers deploy to try to gain access to your digital assets, and let me know if you have questions.

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may...
07/21/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/aCPXGu

While semiconductor euphoria has driven recent market gains, a broadening trade is brewing. Find out more in On the Mark...
07/13/2026

While semiconductor euphoria has driven recent market gains, a broadening trade is brewing. Find out more in On the Markets.

morganstanley.com

What's next for private credit? Our strategists share a direct lending "reality check" on returns, liquidity and manager...
07/07/2026

What's next for private credit? Our strategists share a direct lending "reality check" on returns, liquidity and manager selection. Read: https://livesocial.seismic.com/acfEtZ

The IPO market is gaining momentum in 2026, with broader sector participation, deeper investor engagement and continued ...
07/01/2026

The IPO market is gaining momentum in 2026, with broader sector participation, deeper investor engagement and continued activity across equity capital markets. https://livesocial.seismic.com/acrho0

When choosing a trustee, many families want both professional rigor and family insight. Learn how a corporate trustee, p...
06/25/2026

When choosing a trustee, many families want both professional rigor and family insight. Learn how a corporate trustee, plus an individual or committee, can create balanced governance.
https://livesocial.seismic.com/a28hXu

A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on y...
06/23/2026

A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on your financial plan. https://livesocial.seismic.com/aV6zBS

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