The Tidewater Planning Group at Morgan Stanley

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The Tidewater Planning Group at Morgan Stanley

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Financial Advisor, Financial Planning Specialist at Morgan Stanley MSSB will not accept purchase or sale orders via Facebook or its messaging systems.

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10/29/2026

Happy National Cat Day from all of our purr-fect feline friends!

10/27/2026

Giving with purpose is about more than making a contribution. It's about creating a lasting legacy and engaging the next generation in the values that matter most. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Philanthropy for the Next Generation," on Monday, November 2.

This discussion will explore how families can involve rising leaders in defining philanthropic goals, setting giving priorities, and fostering meaningful conversations around impact, governance, and legacy. Whether you're establishing a new charitable strategy or refining an existing one, you'll gain practical frameworks and actionable ideas to help turn your philanthropic vision into lasting impact.

Register Here: https://livesocial.seismic.com/aU9XRQ

10/22/2026

One of the most common planning challenges isn't deciding whether a goal is important.

It's deciding how to prepare for it.

Money needed in the near term may have different priorities than money intended for retirement or other long-term goals.

That's where understanding the difference between saving and investing becomes important.

I'm sharing a simple breakdown of where each approach may fit. https://livesocial.seismic.com/sRQG7

10/19/2026

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next.

In The Robot Almanac, Morgan Stanley's new 8-part video series, we explore robotics, physical AI, and the market forces that could reshape the global economy. Our forecast: the AI robotics market could reach $25 trillion in annual product revenues by 2050.

Watch the first episode: https://livesocial.seismic.com/agxHvK

These trends raise important questions for portfolios and long-term investment strategy. Are you ready? Let's talk about what this next wave of innovation could mean for you.

10/14/2026

Happy National Dessert Day from the Tidewater Planning Group at Morgan Stanley. Here are some of our favorite desserts. The only things sweeter than these treats are our fantastic clients!

Renee: Tiramisu
Gosia and Peter: Crème Brulee
Kris: Chocolate Meringue Pie
Gail: Key Lime Pie

10/12/2026

China is entering a new phase of industrialization that could reshape manufacturing, productivity and global supply chains as it evolves from the world's factory to the world's industrial operating system. https://livesocial.seismic.com/a5OSC_

10/09/2026

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even further, with implications for multiple sectors. Find out more in this month's On the Markets.

morganstanley.com

10/07/2026

If your money had a GPS, your financial plan would be the route (and the reroute when detours show up). On World Financial Planning Day, it's worth checking whether your plan still reflects what you want next.

morganstanley.com

10/01/2026

Our team's Crab Feast was an absolute crack-up. Sharing a meal is one of our favorite ways to bond as team, served family style so no one gets "shellfish".

09/29/2026

Need a pick-me-up? So do we!

We celebrate our favorite pick-me-up this national coffee day. Below are our go-to coffee orders. What's yours?

Renee – Dark Roast, black
Peter – Jamaican Blue Mountain with a little bit of cream
Erin - Iced Caramel Macchiato
Gail – Flat White
Gosia - hot coffee, hazelnut flavor, and half the cup full of milk

Address

150 W. Market Street
Salisbury, MD
21801

Telephone

+14103417900

Website

https://advisor.morganstanley.com/the-tidewater-planning-group

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