The Fishbein Group at Morgan Stanley

The Fishbein Group at Morgan Stanley Financial Advisors at Morgan Stanley We are committed to working as your advocate in wealth matters. MSSB is not responsible for content posted by third-parties.

The Fishbein Group at Morgan Stanley is a wealth management practice that works exclusively with families of significant means. Since we work only with a select number of clients, we can focus more intimately on you - seeking to understand your life, your business, your legacy, and the significant issues and concerns that can impact your financial decisions. We work by referral only from existing

clients, CPAs, attorneys, and other professionals.

©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 will not accept purchase or sale orders via social network messaging systems. 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/the-fishbein-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. NMLS #: 1253039, NMLS #: 1261892, NMLS #: 1255778, NMLS #: 2649958

03/31/2025
Reserved Living & Giving members can enjoy special pricing to the 2024 NCAA Men's March Madness Tournament. Access ticke...
03/13/2024

Reserved Living & Giving members can enjoy special pricing to the 2024 NCAA Men's March Madness Tournament. Access tickets to college basketball's biggest games! https://livesocial.seismic.com/aQ1XXN

01/30/2024

Automakers are racing toward a future where software, not hardware, will define cars. The shift is forcing manufacturers to put computers at the center of vehicle design. Here's how software will continue to change the market, and the way we drive.

01/25/2024

This tax season, discover how I can help you keep more of what you've earned with tools and strategies from Morgan Stanley's Total Tax 365.
https://livesocial.seismic.com/agodgi

Market exuberance to end 2023 has left equities with rich valuations, alongside optimistic expectations for earnings and...
01/23/2024

Market exuberance to end 2023 has left equities with rich valuations, alongside optimistic expectations for earnings and rate cuts. Four things investors should keep in mind as they face 2024.

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Wishing you a Happy Halloween full of treats!
10/31/2023

Wishing you a Happy Halloween full of treats!

Increased market volatility due to global and geopolitical market events has left many wondering where their portfolio r...
10/24/2023

Increased market volatility due to global and geopolitical market events has left many wondering where their portfolio risk is coming from. Morgan Stanley’s Portfolio Risk Platform paired with our risk advice can help you better understand where your portfolio risk is coming from and how it can be addressed. Connect with us to learn how the Portfolio Risk Platform and our risk advice can help you navigate the risk of volatile markets.

What if there were a resource that could show you where your investment exposures are and how they might affect your returns in different scenarios?

Talking about family finances can help you reach your financial goals, build trust, and avoid conflict. Let’s discuss ho...
08/22/2023

Talking about family finances can help you reach your financial goals, build trust, and avoid conflict. Let’s discuss how these tips can help you get started.

Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.

Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away fr...
08/01/2023

Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away from home.

College students are often targets for hackers. Discover the importance of cyber safety for students, plus tips on how to keep your identity and data secure.

06/16/2023

Creating an estate plan can help protect your wealth. Learn about tax-efficient strategies for estate planning and explore more video insights from Morgan Stanley here: https://mgstn.ly/42MU41s

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702 King Farm Boulevard Ste. 500
Rockville, MD
20850

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+13015562340

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