The Azalea Group at Morgan Stanley

The Azalea Group at Morgan Stanley Financial Advisors at Morgan Stanley. MSSB will not accept purchase or sale orders via FaceBook or its messaging systems. NMLS #: 1297676, 1364474

We harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy aim towards your financial goals Disclaimers:

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d-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key dri...
06/02/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/afsYrH

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/az-xwl

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.
05/25/2026

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

Excited to share "R is for Resilience" and other new content developed by Sesame Workshop with funding from the Morgan S...
05/22/2026

Excited to share "R is for Resilience" and other new content developed by Sesame Workshop with funding from the Morgan Stanley Alliance for Children's Mental Health. These free multimedia resources are designed to help young children and caregivers foster emotional well-being and resilience from the start. Learn more: https://livesocial.seismic.com/amx5_d

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explo...
05/19/2026

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/aIUZrc

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicite...
05/14/2026

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

05/11/2026

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/oBo5J

Following a record stock market rally in April, consider additional sources of portfolio diversification like health car...
05/07/2026

Following a record stock market rally in April, consider additional sources of portfolio diversification like health care, gold and various scarce resources. Find out more in On the Markets.

morganstanley.com

I'm proud to share that I have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors—ranked #26 in Nor...
05/01/2026

I'm proud to share that I have been named to the 2026 Forbes ranking of Best-In-State Wealth Advisors—ranked #26 in North Texas. 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/ajQ65N

On Presidents' Day, we honor the great leaders who have shaped our nation.
02/16/2026

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

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75701

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