The Santa Barbara Group at Morgan Stanley

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The Santa Barbara Group at Morgan Stanley

Financial Advisors at Morgan Stanley MSSB will not accept purchase or sale orders via social network messaging systems. No fee is paid in exchange for any award.

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

©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB is not responsible for content posted by third-parties. MSSB does n

ot provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-santa-barbara-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. NMLS #: 305094, 1416419, 1264993, and 2212911. CA Insurance License #: 0H26203 and 4124164.

05/11/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

morganstanley.com

04/20/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/aMC0yx

04/09/2026

In this episode of Morgan Stanley's Exceptional Leaders, The Coca-Cola Company Chairman and CEO James Quincey shares how cultural transformation, global agility and consumer focus are reshaping the company's future.

03/26/2026

Art can represent a significant share of your personal wealth. Let's discuss how art indices can offer some insight into the value of what you own. https://livesocial.seismic.com/aU0kSe

03/18/2026

The college basketball tournaments in March are an exciting time for sports fans and casuals alike! Attached is a message from our Associate and former collegiate basketball player, Ryan!

"The Big Dance" is undoubtedly one of the most dramatic sporting events of the year! From the Cinderella stories to the bracket busting buzzer beaters we can all appreciate the tenacity shown on the court.

Whether you are cheering on your alma mater, or hoping to win your bracket challenge at work, we all know a perfect bracket is out of our control. In fact, it is estimated you have a 1 in 9.2 quintillion chance.. good luck!

Along I'm now long retired (haha), one phrase from my athletic days that I hold near is to "control the controllables." In a world where so much is out of our control, the goal isn't perfection but to prepare, control all controllables, and put your best foot forward on gameday.

The same holds true with education planning. Although your perfect bracket is uncontrollable, your education plan for your loved ones is!

Get your popcorn ready!

02/18/2026

Saving for retirement? Consider these strategies to help reduce your taxable income and keep more of what you've saved. https://livesocial.seismic.com/ab4zFe

02/10/2026

I'm excited to share that I have been named to the 2026 Forbes ranking of America's Top Women Wealth Advisors. It's an honor to be recognized among this exceptional group of women. A special thank you goes out to my amazing clients who continue to inspire me—your trust and confidence are key factors in this recognition.

[Source: Forbes (Awarded Feb 2026). Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://livesocial.seismic.com/a7hYVt ]

02/04/2026

Is now a good time to buy a home? Learn more in Morgan Stanley's 2026 housing outlook and let's discuss what makes financial sense for you. https://livesocial.seismic.com/azVJ03

01/27/2026

Morgan Stanley has been ranked #4 on Forbes' America's Best Companies 2026 list, making it the top-ranked firm in the banking and financial services category. This honor reflects our dedication to fostering a culture of excellence and our unwavering commitment to our clients. View the full list here: https://www.forbes.com/lists/best-companies?gv6=cf1c9fec-b41c-4b68-ba79-d70d0b2268ec

[Source: Forbes (Awarded Nov 2025). Data compiled by Forbes based for the period Jan 2024 – Sept 2025. https://www.morganstanley.com/disclosures/awards-disclosure.html ]

forbes.com

01/07/2026

It's particularly meaningful when I can help young clients navigate important life stages and get off to a good start. Listen to my colleague discuss saving strategies for a growing family on this episode of What Should I Do With My Money?
https://livesocial.seismic.com/HO3-P

12/16/2025

As we look to close out the year on a healthy, hopeful note, let's discuss ways to support the people you care for and the causes you value most. https://livesocial.seismic.com/aTbpJc

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1332 Anacapa Street, 2nd Floor
Santa Barbara, CA
93101

Website

https://advisor.morganstanley.com/the-santa-barbara-group

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