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 inv

estment 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.

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-te...
06/04/2026

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

brightcove.net

05/04/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important. https://livesocial.seismic.com/Y4mNR

Profit-growth forecasts for the S&P 500 in 2026 have been revised significantly higher lately. But while markets can "lo...
04/30/2026

Profit-growth forecasts for the S&P 500 in 2026 have been revised significantly higher lately. But while markets can "look through" the Iran war, corporate earnings cannot.

brightcove.net

I'm proud to share that I have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors. Thank you to my a...
04/28/2026

I'm proud to share that I have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors. Thank you to my amazing clients who helped make this recognition possible. It's an honor to be recognized among this exceptional group of my colleagues.

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://livesocial.seismic.com/a2POi6

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you ...
04/17/2026

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you to unwanted financial risk.

morganstanley.com

03/26/2026

Alternatives can offer differentiated sources of return—but structure and implementation matter. In this episode of The Alts Report, Brian Holzer, Head of Alternative Investments Sales, and Alisa Wood, Partner at KKR, discuss what's driving growth in private markets, what's making these investments more accessible and flexible, and why allocating to alternatives often calls for a long-term mindset. Watch the full conversation: https://livesocial.seismic.com/U3u1J

The markets are shifting from shrugging off the oil price spike to assessing the intermediate-term economic effects of t...
03/24/2026

The markets are shifting from shrugging off the oil price spike to assessing the intermediate-term economic effects of the Iran war. This reemergence of macro concerns has important investment implications.

brightcove.net

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that ...
03/17/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/aOT6rI

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