The Veridical Group at Morgan Stanley

The Veridical Group at Morgan Stanley Financial Advisors with The Veridical Group at Morgan Stanley MSSB will not accept purchase or sale orders via Facebook or its messaging systems.

Our five member team provides personal concierge level service with access to the global resources that Morgan Stanley has to offer. We work with a limited number of high net worth families to help preserve and simplify their financial lives. We coordinate with attorneys, tax advisors, and other professionals in order to develop a comprehensive strategy to help ensure a financial legacy. Skills in

clude Comprehensive Wealth management, Retirement Plan Consulting, Insurance Strategies, Philanthropy, Estate Planning strategies, Succession Planning, Strategic Financial Planning, Investments, Wealth Preservation Planning, Charitable Gift Planning, Lending Solutions, High Net Worth Individuals, High Net Worth Insurance, Non-Profits.


©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 – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. NMLS #: 1268231, 799013, 1106796. CA Ins Lic #: 0G25262, 0I30860, 0L79195. Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22. https://www.morganstanley.com/disclosures/awards-disclosure.html

Looking to make a meaningful gift this year? Consider giving the gift of education. With education costs on the rise, we...
12/18/2025

Looking to make a meaningful gift this year? Consider giving the gift of education.

With education costs on the rise, we encourage you to learn about your education savings options and the impact it can make over the years.

Reach out to a member of our team to continue this conversation!

morganstanley.com

Morgan Stanley clients with eligible brokerage accounts can now earn up to 4.02% Annual Percentage Yield on our Preferre...
12/15/2025

Morgan Stanley clients with eligible brokerage accounts can now earn up to 4.02% Annual Percentage Yield on our Preferred Certificate of Deposit (CD). Check out the competitive limited time offer available until 1/6/26. https://livesocial.seismic.com/aMWctM

As we embrace the holiday season and prepare to welcome a new year, it is important to remain vigilant about cybersecuri...
12/12/2025

As we embrace the holiday season and prepare to welcome a new year, it is important to remain vigilant about cybersecurity and the increasing prevalence of scams. AI is rapidly advancing and has made its way into day-to-day life for many; We encourage you to learn more about common AI scams and how you can protect yourself, and others, from these types of cyberthreats.

morganstanley.com

On Thanksgiving, our team is reminded how thankful we are for each of our clients and colleagues. The remarkable relatio...
11/27/2025

On Thanksgiving, our team is reminded how thankful we are for each of our clients and colleagues. The remarkable relationships and experiences we have shared mean the world to us.

Wishing you all a safe and memorable Thanksgiving with your loved ones.

Becoming an effective steward for your family legacy starts with wealth education. Join our next Wealth Education for th...
11/26/2025

Becoming an effective steward for your family legacy starts with wealth education. Join our next Wealth Education for the Next Generation virtual event on Monday, December 1st to learn more about what family governance is and explore common strategies and structures for families. Register here: https://livesocial.seismic.com/aFAf8r

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
10/17/2025

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

What's going on with gold? The usual hedging hypotheses fall short of explaining gold's extraordinary rise and its posit...
10/14/2025

What's going on with gold? The usual hedging hypotheses fall short of explaining gold's extraordinary rise and its positive correlation with stocks.

brightcove.net

Is it time to re-evaluate your money market holdings as the Fed cuts rates further? Let's discuss other opportunities in...
10/08/2025

Is it time to re-evaluate your money market holdings as the Fed cuts rates further? Let's discuss other opportunities in fixed income. https://livesocial.seismic.com/a7MVK2

Can all the dreams priced into equity markets come true? The US economy is sending mixed signals.
10/07/2025

Can all the dreams priced into equity markets come true? The US economy is sending mixed signals.

brightcove.net

Monica Guerra, head of US Policy for Wealth Management dives into the economic and market impacts of government shutdown...
10/06/2025

Monica Guerra, head of US Policy for Wealth Management dives into the economic and market impacts of government shutdowns, a timely topic given the current budget dispute.

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