The Schwartzbaum Urfer Group at Morgan Stanley

04/12/2024

Meet our bilingual Financial Advisor Xochitl Napoles who is ready to guide you to financial success in both English and Spanish!

Get personalized financial advice in the language you're most comfortable with, and visit our website with the link below if you'd like to connect with Xochitl.

https://advisor.morganstanley.com/the-schwartzbaum-urfer-group

04/02/2024

Good news! Morgan Stanley clients with eligible brokerage accounts can now earn up to 5.43% Annual Percentage Yield. We have expanded our suite of New Money Certificate of Deposit (CD) offerings to include a 9-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://livesocial.seismic.com/aQL-GO

03/20/2024

You still have time to max out your IRA contributions for the 2023 tax year (if eligible). Invest in your future retirement today and contribute by the April 15th, 2024 tax deadline. Learn more.

www.morganstanley.com

03/17/2024

Happy St. Patrick's Day! You can't rely on a four-leaf clover for luck, but we can work together to set up personalized strategies to reach your financial goals.

03/09/2024

Even small contributions to a retirement fund can have a big impact for young investors. Check out this source for help getting started.

www.morganstanley.com

03/05/2024

Happy Women's History Month! Throughout this month, we celebrate the many contributions and achievements of women in history and in our society.

02/22/2024

02/21/2024

I'm so proud to be recognized by Forbes on their 2024 ranking of America's Top Women Wealth Advisors. It's truly an honor to be recognized among this exceptional group of women.

(Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22-9/30/23.)

02/09/2024

Looking to give your financial strategy an edge? Learn more about the power of alternative investments with this video.

www.morganstanley.com

02/05/2024

Our team was proud to sponsor the 42nd year of the Ringling College Library Association Town Hall Series on January 16th. It was my pleasure introducing the first session speaker Liz Cheney with a full house at the Van Wezel Performing Arts Center in Sarasota, Florida.

02/02/2024

We're thrilled to announce being recognized as a Forbes Best-In-State Wealth Management Team for the second year in a row! We would like to thank our valued clients, without their trust and support, winning this award would not have been possible. Click the link if you'd like to learn more about this award: https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2024?cid=mg-vm-2024forb-15408&cid=whmt-smfa-2024for-15758

[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://www.morganstanley.com/disclosures/awards-disclosure/)]

12/19/2023

Wishing everyone happy holidays!