Stuart E. Margulis, SVP, Financial Advisor at Morgan Stanley

Stuart E. Margulis, SVP, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley

Wishing everyone a safe and restful Labor Day as we recognize the value of hard work, service, and dedication.
09/07/2026

Wishing everyone a safe and restful Labor Day as we recognize the value of hard work, service, and dedication.

Celebrating National Wildlife Day with a few favorite moments from our family trip to Yellowstone – a beautiful reminder...
09/04/2026

Celebrating National Wildlife Day with a few favorite moments from our family trip to Yellowstone – a beautiful reminder of the wildlife and wild places worth protecting.

A little time away with the family and some incredible views along the way. From the Grand Canyon and Monument Valley to...
08/14/2026

A little time away with the family and some incredible views along the way. From the Grand Canyon and Monument Valley to Moab, Jackson Hole and Yellowstone, this trip out West has been one we won't soon forget.

Great adventures, plenty of laughs and some much-needed family time. Grateful for the memories - and still a few more to make before heading home! 🏜️🏔️

This Independence Day holds special meaning as we celebrate the 250th anniversary of our nation's independence.For 250 y...
07/04/2026

This Independence Day holds special meaning as we celebrate the 250th anniversary of our nation's independence.

For 250 years, our nation's story has been shaped by courage, resilience, opportunity, and hope. As we commemorate this historic milestone, may we also take a moment to appreciate the freedoms we enjoy and the sacrifices that made them possible.

Wishing you and your family a safe, happy, and meaningful Fourth of July.

It's important to check in on progress toward your retirement plan, especially when market volatility arises. These simp...
06/26/2026

It's important to check in on progress toward your retirement plan, especially when market volatility arises. These simple six steps can help: https://livesocial.seismic.com/a7yYSG

From romance scams to grandparent scams, fraudsters are devising tactics to defraud senior citizens. Find out how to sta...
06/24/2026

From romance scams to grandparent scams, fraudsters are devising tactics to defraud senior citizens. Find out how to start a conversation that could protect your loved one's sensitive information and assets in this article. https://livesocial.seismic.com/ak8JEl

My greatest investment has always been my family. Wishing all the dads and father figures out there a very Happy Father'...
06/21/2026

My greatest investment has always been my family. Wishing all the dads and father figures out there a very Happy Father's Day.

A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on y...
06/18/2026

A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on your financial plan. https://livesocial.seismic.com/a_ccCG

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explo...
06/11/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/a1qPli

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk ab...
05/29/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/aKJnrG

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Morgan Stanley, 150 JFK Pkwy, 2nd Floor
Short Hills, NJ
07078

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+19739216426

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