The Steel City Group at Morgan Stanley

06/10/2026

Artificial intelligence and evolving market conditions continue to shape the opportunity set. Alternative investments may help diversify traditional portfolios and generate income, with potential to protect against inflation. Explore the themes: https://livesocial.seismic.com/aSIL6Q

06/03/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

morganstanley.com

05/13/2026

We are thrilled to be a part of the 2026 Forbes Best-In-State Wealth Management Teams ranking. Our clients are at the heart of everything we do and their trust and confidence have been instrumental in achieving this recognition. It's an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25.]

https://www.morganstanley.com/disclosures/awards-disclosure.html

morganstanley.com

05/10/2026

Happy Mother's Day! Celebrating all the wonderful mothers and mother figures.

05/06/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important. https://livesocial.seismic.com/ogKJx

04/23/2026

I'm proud to share that I have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors. Thank you to my amazing clients who helped make this recognition possible. It's an honor to be recognized among this exceptional group of my colleagues.

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://livesocial.seismic.com/avC4aP

04/10/2026

A $124 trillion wealth transfer is underway, and markets may be underestimating the biggest question: who will decide where it goes? Hear why the SHEconomy could reshape capital allocation and investor opportunity.

brightcove.net

04/03/2026

03/03/2026

Cybercriminals are clever and relentless. These proactive measures can help you identify and avoid tax scams.
https://livesocial.seismic.com/aHnj_v

02/17/2026

Deciding when to claim Social Security isn't a quick math calculation -- it's a high-stakes retirement move that can shape both your monthly income and how long your money lasts. The smartest answer depends on more than just the size of the check https://livesocial.seismic.com/aRlzqE