Adam Pendleton, Financial Advisor at Morgan Stanley

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.

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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.

02/23/2026

Starting conversations with your kids about how money works at an early age lays the foundation for a lifetime of smart financial choices – it also creates space for meaningful, honest family discussion that truly matter. https://livesocial.seismic.com/ayViUC

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

We are excited our team has been named to the 2026 Forbes Best-in-State Wealth Management Teams Rankings. It is great momentum to start the year.

Every year brings new challenges, new opportunities, and higher standards we hold ourselves to. We're proud of how far we've come and excited about where we're going as we continue to evolve for the benefit of our clients and our team.

[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

On Martin Luther King Jr. Day, we reflect on Dr. King's enduring message of service, integrity, and responsibility to one another.

His leadership reminds us that meaningful progress is built through doing what's right even when it's difficult. Today, we honor his legacy by striving to serve others with care and purpose.

01/16/2026

Honored to be named First Vice President.

This is truly a team milestone. I'm fortunate to work alongside people who challenge me, support me, and hold the bar high every day. Excited to keep building and showing up for our clients together.

01/12/2026

Kicking off the year with a fresh financial planning guide. Here are some useful tips on setting goals, organizing documents, and preparing for tax season to start off the year financially strong.

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