The Clark McKinney Tramontana Group at Morgan Stanley

04/03/2026

Wishing you and your family a meaningful season, whether you're celebrating Easter, observing Passover, or enjoying time with loved ones. May these days bring peace, renewal, and warmth.

03/08/2026

International Women's Day is an opportunity to pause and appreciate women who have strengthened communities through leadership, mentorship, and advocacy across generations. Thank you for the impact you've made, and for the impact still to come!

02/16/2026

On Presidents' Day, we honor the great leaders who have shaped our nation.

02/11/2026

Congratulations to my colleague, Lisa Clark, for her recent achievement of being named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list. So well deserved!

[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/ahgnzV ]

02/03/2026

Register to join us for the 17th Annual Go Red Women's Leadership Virtual Experience: https://livesocial.seismic.com/aVQ2uk

Hosted in collaboration with the American Heart Association – Westchester & Fairfield Counties Chapter, this year's event will feature conversations with Academy Award-winning costume designer Ruth Carter and pioneering professional racer Dystany Spurlock. Click the link to learn more and register today.

01/29/2026

How do the U.S. and China stack up in the race for AI dominance? And where can investors find opportunities? Learn more here:

morganstanley.com

01/27/2026

How might cryptocurrency complement your broader investment strategy? Join us on February 2 for "Cryptocurrency and Digital Assets 101" for an overview of what cryptocurrency is, the reasons behind its creation and the distinctions among leading coins. Register here: https://livesocial.seismic.com/aqkRdz

01/20/2026

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://livesocial.seismic.com/aKAqU4 ]

01/15/2026

New year, new financial you. Discover five simple steps to help you stay on track toward your financial goals in 2026. https://livesocial.seismic.com/eoPLy https://livesocial.seismic.com/acGBiZ

12/19/2025

Wishing you all a wonderful holiday season.
This time of year always feels like the perfect moment to reflect on what we've learned and look forward to what's next.
Hope 2026 brings you energy, inspiration, and plenty of good moments.

12/17/2025

Did you know cybercriminals are especially active during the holidays? Find out how to protect yourself from five common scams. https://livesocial.seismic.com/am-P4s