Rorie E. Zajac, CFP, ADPA, Financial Advisor at Morgan Stanley

Rorie E. Zajac, CFP, ADPA, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley MSSB will not accept purchase or sale orders via Facebook or its messaging systems.

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

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Can markets continue their May rally? Find out more in the 2025 Midyear Outlook edition of On the Markets.
06/05/2025

Can markets continue their May rally? Find out more in the 2025 Midyear Outlook edition of On the Markets.

morganstanley.com

The latest tariff news has deeply shaken markets. What could it mean for your portfolio? Here's the latest insight from ...
04/07/2025

The latest tariff news has deeply shaken markets. What could it mean for your portfolio? Here's the latest insight from our Global Investment Office. https://livesocial.seismic.com/aqyFlX

Tariff news has sent global markets into a rout and driven economic outlooks lower. With uncertainty remaining, how shou...
04/07/2025

Tariff news has sent global markets into a rout and driven economic outlooks lower. With uncertainty remaining, how should investors position their portfolios?

brightcove.net

Given uncertainty over tariff negotiations, corporations are considering a variety of strategies to mitigate their impac...
04/01/2025

Given uncertainty over tariff negotiations, corporations are considering a variety of strategies to mitigate their impact. Find out more in On the Markets.

morganstanley.com

Markets are contending with greater uncertainty around the U.S. presidential election following President Biden's withdr...
08/06/2024

Markets are contending with greater uncertainty around the U.S. presidential election following President Biden's withdrawal. Our Global Head of Fixed Income and Thematic Research breaks down what we know as the campaign enters a new phase.

morganstanley.com

At least once a year, it's a good idea to see if the amount you're saving and investing is on pace to equal the money yo...
07/02/2024

At least once a year, it's a good idea to see if the amount you're saving and investing is on pace to equal the money you'll need in retirement. Let's discuss how I can help. Learn more.

www.morganstanley.com

Buying a home does not have to be out of reach for your loved ones. Let's discuss how these strategies can help.
06/03/2024

Buying a home does not have to be out of reach for your loved ones. Let's discuss how these strategies can help.

www.morganstanley.com

Did you know May 29th is National 529 Day? 529 plans may be a great way to help pay for you or your loved one's educatio...
05/22/2024

Did you know May 29th is National 529 Day? 529 plans may be a great way to help pay for you or your loved one's education. Let's connect to discuss how we can plan for funding this important life expense.

www.morganstanley.com

Your tax return may not be top-of-mind once tax season has passed, but you may want to take another look at it. Your For...
04/17/2024

Your tax return may not be top-of-mind once tax season has passed, but you may want to take another look at it. Your Form 1040 may reveal important information about your personal finances and shed light on valuable opportunities for future savings.

www.morganstanley.com

You still have time to max out your IRA contributions for the 2023 tax year (if eligible). Invest in your future retirem...
04/03/2024

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

I’m proud to be recognized by Forbes on their 2023 ranking of Top Women Wealth Advisors Best-in-State. It’s truly an hon...
02/07/2023

I’m proud to be recognized by Forbes on their 2023 ranking of Top Women Wealth Advisors Best-in-State. It’s truly an honor to be recognized for my efforts in this industry. A special thank you to my clients & to my team, who helped make this possible! Congratulations to my fellow Morgan Stanley Financial Advisors who were also recognized.

[Source: Forbes (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22 https://mgstn.ly/3WT0Yi7]

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