Adam Pendleton, Financial Advisor at Morgan Stanley

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Adam Pendleton, Financial Advisor at Morgan Stanley

I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you.

Disclaimers:
© 2021 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 Facebook or its messaging systems. 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

NMLS #: 1492071

08/25/2026

Saving for your loved one's future can feel overwhelming. Let's simplify it together with a 529 strategy designed around you.
https://livesocial.seismic.com/a2WtQZ

07/04/2026

As we celebrate Independence Day, we're reminded of the values that bring us together: freedom, opportunity, and community. Wishing everyone a safe and memorable Fourth of July spent with family and friends.

06/21/2026

Happy Father's Day to my dad and all the dads who lead with love, strength, and support.

06/18/2026

One of the highlights of attending the APIC Conference last week was having the opportunity to meet retired U.S. Marine Corps four-star General James Mattis.

His insights on leadership, decision-making, and staying focused left a lasting impression. It's not often you get the chance to learn from someone whose experience spans decades of service at the highest level.

Grateful for the opportunity to travel with our team, connect with fellow professionals from across the country, and bring back new ideas and perspectives. Conferences like APIC continue to reinforce the value of learning, growth, and meaningful connections.

06/11/2026

We're excited to welcome Britt Harris to our team as a Client Relationship Analyst.

Britt brings a passion for helping others, a strong attention to detail, and a commitment to creating a great experience for the families we serve.

As our team continues to grow, we're grateful to add talented professionals like Britt who share our dedication to building meaningful relationships.

04/08/2026

April is Financial Literacy Month, a great reminder that understanding your finances can help you make more confident decisions. Small habits like tracking spending, setting goals, and saving regularly can make a meaningful difference over time.

CRC: 5328972 https://livesocial.seismic.com/a3d0sp

04/05/2026

A day filled with faith, family, and the reminder of new beginnings. Grateful for time spent together and the traditions that make this season so meaningful.

03/29/2026

Palm Sunday is one of those meaningful traditions that brings families together. From waving palms to reflecting on the story behind the day, it's a chance to pause, connect, and prepare our hearts for the week ahead.

03/20/2026

The Spring Equinox is a reminder that new seasons bring new opportunities.

Just like nature resets and begins to grow again, it's a great time to revisit your financial goals.

Small changes now can lead to meaningful growth over time. https://livesocial.seismic.com/ahsIO7

03/07/2026

Daylight saving time starts tonight. Don't forget to move your clocks forward before bed.

A little extra daylight is always a good reminder that small adjustments now can make a big difference later.

Address

4760 Fashion Square Boulevard
Saginaw, MI
48604

Website

http://advisor.morganstanley.com/the-pendleton-baumgartner-group

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