The Lineage Group at Morgan Stanley

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The Lineage Group at Morgan Stanley

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

We all have a vision of what we want our financial futures to look like. We strive to simplify and organize the steps to make your vision a reality. Through our comprehensive discovery process, we seek to truly understand and define your financial priorities. As life and the markets evolve, we work with you to help implement effective strategies that keep you focused on your goals. Helping to pres

erve your assets is our priority. Our disciplined investment process focuses on striving to meet your needs while minimizing risk and volatility. You’ve worked hard to accumulate your assets; we’ll aim to deliver on the intention of your wealth. Disclaimers:
© 2020 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via FaceBook or its messaging systems. MSSB is not responsible for content posted by third-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

NMLS #: 1210401, 1219793

01/04/2024

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

01/01/2024

Wishing everyone a happy and healthy New Year!

12/26/2023

Happy Kwanzaa!

12/25/2023

‘Tis the season for joy, love and peace. Merry Christmas!

12/14/2023

Wondering what to give this holiday season? Consider a gift that keeps on giving – contributions to a 529 plan can help cover future tuition bills and may provide potential tax benefits for the gift giver.

Looking for a more meaningful gift this holiday season? Consider giving your children, grandchildren, nieces and nephews the gift of learning—through a 529 plan.

12/07/2023

Wishing you a joyous Hanukkah filled with light, love, and celebration!

11/30/2023

As we look to close out the year on a healthy and hopeful note, let’s discuss ways to support the people you care for and the causes you value most.

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As you reconnect with loved ones for the holidays, consider these impactful ways to give.

11/22/2023

Using an effective tax management strategy for your equity compensation can not only reduce your tax liabilities but can also enhance your after-tax returns. Here’s a look at four strategies you may want to consider.

09/24/2023

Wishing a meaningful fast to my friends observing Yom Kippur.

09/16/2023

Shanah Tovah!

09/14/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.37% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3Riqs9B

09/11/2023

Today, we honor the victims and heroes of 9/11. Thinking of everyone impacted by this day twenty-two years ago.

Address

112 Worcester Street
Wellesley, MA
02481

Telephone

+17816725175

Website

http://fa.morganstanley.com/thelineagegroup

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