Lisa Zengel, Financial Advisor at Morgan Stanley

09/23/2026

Preparing for retirement doesn't start at retirement. Here are the key moves to consider in the decade before you stop working — so you can align your savings, investment strategy, and income plan with the lifestyle you want.

morganstanley.com

09/21/2026

Tomorrow, I'm heading to New York for the Morgan Stanley Women's Leadership Summit, and I'm looking forward to an inspiring experience centered on growth, leadership, and connection.

Events like this are a powerful reminder that leadership is built through connection, continuous growth, and the willingness to learn from one another. I'm excited to spend time with inspiring professionals, hear new perspectives, and reflect on how we can continue to lead with purpose and create opportunities for others to thrive.

Grateful for the opportunity to connect, learn, and grow alongside so many accomplished leaders.

09/17/2026

• With older adults holding so much wealth, aligning products and services to their needs is both socially meaningful and financially savvy. A win-win for investors and communities.

morganstanley.com

09/15/2026

It's Life Insurance Awareness Month. Learn how life insurance can be a versatile tool to help you reach your financial goals and protect your family. Let's discuss.
https://livesocial.seismic.com/a2nH9o

09/11/2026

On September 11th, we pause to remember the lives lost and the families and communities forever impacted. We honor the courage, service, and resilience that followed.

Never forget.

08/27/2026

Launching my summer recap series with a June family trip to Florida — where imagination and exploration were the theme of the week.

From a galaxy far, far away at Disney World's Star Wars: Galaxy's Edge to the inspiring history and innovation of NASA, these moments were a reminder that curiosity, vision, and a sense of adventure can take us far — both personally and professionally.

Grateful for time with family, new memories, and a little inspiration from the stars as we head into the next season.

08/25/2026

Higher interest rates don't just affect borrowing costs. They can also change how investors evaluate growth, valuation, and the durability of business models.

That's one reason "AI investing" can be a more selective conversation than the headlines suggest. https://livesocial.seismic.com/aFy-MS

08/18/2026

What happens when weather becomes part of the economic conversation?

This article explores the latest insights on how a potential Super El Niño could affect the global economy in 2026, from food prices and supply chains to inflation and regional growth patterns.

How are you thinking about environmental and economic risks as part of the bigger picture? https://livesocial.seismic.com/aX5oNo

08/13/2026

The AI data center build-out is becoming a major investment theme - but it also becoming a local policy issue. This discussion looks at the "three Ps" shaping the path forward: power, people, and politics.

morganstanley.com

08/10/2026

And just like that, my boys are off to 3rd and 5th grade!

Wishing them a wonderful school year ahead!