Shanna Jacobs, Financial Advisor at Morgan Stanley

05/15/2026

Congratulations to David Pendleton on being named to the 2026 Forbes ranking of Best-In-State Wealth Advisors. You continue to redefine our industry's standards for success and represent the best of our firm.

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026

04/22/2026

Today we celebrate an amazing group of women who are the front line of every great experience – solving problems, building relationships, and representing the heart of our team every day.

On Administrative Professionals Day, we recognize and appreciate your dedication, patience, and impact. Thanks for all you do!

04/08/2026

Financial education can benefit people at every stage of life.

April's Financial Literacy Month is a reminder that learning more about managing money is a lifelong process.

CRC: 5328972 https://livesocial.seismic.com/aWMipc

04/05/2026

Happy Easter - what a beautiful reminder hope, renewal, and new beginnings. Wishing you a day filled with joy, love, and meaningful moments with family and friends.

03/25/2026

Earn up to 4.04% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible brokerage account holders. This competitive, limited-time offer is available until April 28, 2026. https://livesocial.seismic.com/aINa5D

01/29/2026

Here's how a financial plan can help you stay on track, adapt to uncertainty and make confident decisions.

morganstanley.com

01/21/2026

Proud to share that The Pendleton Baumgartner Group has been recognized as a 2026 Forbes Best-in-State Wealth Management Team.

We are grateful for the trust our clients place in us and for the meaningful recognition, which affirms the work we're honored to do every day.

We look forward to continuing to serve with care and purpose in the year ahead.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. ]

https://www.morganstanley.com/disclosures/awards-disclosure.html

01/19/2026

Today, I'm reflecting on the legacy of Dr. Martin Luther King, Jr. and his powerful call to lead with courage, service, and compassion.

His words remind me that real progress comes from empathy, action, and choosing what's right – even when it's difficult. I am committed to carrying that mindset forward in my work and community, today and every day.

01/09/2026

New year, new financial you. Discover five simple steps to help you stay on track toward your financial goals in 2026. https://livesocial.seismic.com/aUrcew

12/25/2025

Wishing you a wonderful Christmas filled with peace, joy, and moments spent with those you love.