Billy Manning, CFP and Financial Advisor at Morgan Stanley

Billy Manning, CFP and Financial Advisor at Morgan Stanley I help people secure their financial future. MSSB will not accept purchase or sale orders via social network messaging systems.

Whether it is starting a family, contemplating a career change, or planning their next chapter, I enjoy helping my clients understand how their day-to-day decisions impact their financial futures. My values-driven, data-driven approach to financial and retirement planning helps me work with you to define your financial priorities and then formulate strategies that are tailored to your needs.

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5 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 is not responsible for content posted by third-parties. 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.

Learn why stronger-than-expected performance in construction and infrastructure has led us to increase our U.S. GDP fore...
08/16/2023

Learn why stronger-than-expected performance in construction and infrastructure has led us to increase our U.S. GDP forecast for the second half of 2023.

Construction and infrastructure are showing stronger-than-expected growth, improving GDP forecasts for the second half of the year.

Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away fr...
08/10/2023

Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away from home.

College students are often targets for hackers. Discover the importance of cyber safety for students, plus tips on how to keep your identity and data secure.

After an aggressive rate hiking cycle in 2022, we may need to acknowledge that perhaps the economy is less interest rate...
03/10/2023

After an aggressive rate hiking cycle in 2022, we may need to acknowledge that perhaps the economy is less interest rate-sensitive than previous years. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

As you prepare to file your 2022 taxes, let’s meet and discuss opportunities to implement additional tax-efficient strat...
03/06/2023

As you prepare to file your 2022 taxes, let’s meet and discuss opportunities to implement additional tax-efficient strategies to your financial plan.

The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.

Recent developments could encourage the Fed to raise rates further and keep them higher for longer than previously expec...
03/01/2023

Recent developments could encourage the Fed to raise rates further and keep them higher for longer than previously expected. Find out more in On the Markets. https://mgstn.ly/40e3VwB

Are you concerned about having too much of your portfolio in a few stocks or even just one company? Let’s discuss tax-sm...
02/23/2023

Are you concerned about having too much of your portfolio in a few stocks or even just one company? Let’s discuss tax-smart ways to diversify your investments.

Investment portfolios concentrated in a single stock can be risky. Learn to diversify without boosting your tax bill.

I am proud to join my colleagues today and every day as we honor Black History Month. I look forward to celebrating the ...
02/22/2023

I am proud to join my colleagues today and every day as we honor Black History Month. I look forward to celebrating the heritage and talents of our Black employees and reaffirming our commitment to diversity and inclusion. We are here in New York at Headquarters honoring.

Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
02/21/2023

Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.

The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.

A relatively resilient labor market and still strong capital spending backdrop suggest an economic recession may be tech...
02/10/2023

A relatively resilient labor market and still strong capital spending backdrop suggest an economic recession may be technically avoided. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

Talk to your kids about internet safety. Learn how to help protect your loved ones with our latest cyber tips.
02/07/2023

Talk to your kids about internet safety. Learn how to help protect your loved ones with our latest cyber tips.

The internet can be a dangerous playground for children. While opportunities for education, friendship and fun abound, there are plenty of safety hazards, too

Minimizing the impact of taxes in your portfolio can help you build wealth over time. Let’s discuss what strategies migh...
02/06/2023

Minimizing the impact of taxes in your portfolio can help you build wealth over time. Let’s discuss what strategies might make sense for you.

A key strategy for boosting long-term investment returns is being smart about tax efficiency.

Transformative capital spending could drive new leadership in areas such as energy, infrastructure and real estate in co...
02/01/2023

Transformative capital spending could drive new leadership in areas such as energy, infrastructure and real estate in coming years. Find out more in On the Markets. https://mgstn.ly/40e3VwB

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San Francisco, CA
94111

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