Maegen Wallum, Financial Advisor at Morgan Stanley

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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.

11/05/2026

Hot take: Not every company talking about AI will create value from it.

The more interesting question for investors is: Who is moving beyond experimentation and actually embedding AI into the way they operate?

This Morgan Stanley Wealth Management perspective reveals what separates AI adoption from AI implementation, and where investors may want to look for evidence that the technology is driving real business impact. https://livesocial.seismic.com/EI3zY

Buying a home. Planning for children. Saving toward shared goals.Many couples spend years building a life together befor...
11/03/2026

Buying a home. Planning for children. Saving toward shared goals.

Many couples spend years building a life together before discussing how ownership, financial decisions or inheritance would actually work if circumstances change.

A strong financial plan isn't just about managing money. It's about helping ensure your intentions, responsibilities and long-term goals are aligned before important decisions need to be made.

Explore three questions that can help couples identify potential blind spots and plan for the future with greater confidence.
https://livesocial.seismic.com/arV6MZ

10/30/2026

Many institutional investors have long allocated to private equity. What factors should individual investors understand when evaluating the asset class?

Watch the latest episode of The Alts Report to hear how asset managers seek value creation, the trends attracting private capital, and the potential role of private equity in portfolio construction.

Brian Holzer, Head of Alternative Investments at Morgan Stanley Wealth Management, sits down with Viral Patel, CEO and Board Member of BXPE at Blackstone.

For more insights: https://livesocial.seismic.com/DaO5w

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering ...
10/28/2026

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering better care.

brightcove.net

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

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