Adam Pendleton, Financial Advisor at Morgan Stanley

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Adam Pendleton, Financial Advisor at Morgan Stanley

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

©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information. NMLS #: 1492071

10/07/2026

A heartfelt thank-you to our service team for their hard work, care, and commitment to our clients!

09/21/2026

As summer winds down and fall begins tomorrow, our team enjoyed a sweet moment together with an ice cream outing. It was a great opportunity to step away from our desks, connect with colleagues, and celebrate the changing season with smiles, conversation, and plenty of sprinkles.

09/07/2026

Today, we honor the contributions and achievements of laborers in the United States.

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.

Address

4760 Fashion Square Boulevard
Saginaw, MI
48604

Website

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

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