Janet McCormick, CFA, Financial Advisor at Morgan Stanley

Janet McCormick, CFA, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley MSSB will not accept purchase or sale orders via social network messaging systems. No fee is paid in exchange for any award.

© 2025 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 is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored in

vestment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-insignia-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. NMLS #: 1739957

05/04/2026

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/i9Wkf

If you're preparing for an upcoming merger or acquisition and need support with your retirement plan transition, I'm her...
04/30/2026

If you're preparing for an upcoming merger or acquisition and need support with your retirement plan transition, I'm here to help. Reach out to discuss key considerations and read our full article for best practices to keep in mind.

https://livesocial.seismic.com/aab0qz

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you ...
04/27/2026

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you to unwanted financial risk.

morganstanley.com

04/22/2026

Today, on Administrative Professionals Day, we want to pause and share our genuine appreciation for the people who are at the heart of our client experience every day. The Insignia Group is incredibly grateful for the care, consistency, and professionalism you bring to everything you do—often behind the scenes, always making a meaningful difference for our clients and our team.

Thank you, Dana Donovan (Senior Registered Associate, Portfolio Associate), Diane Burke (Registered Associate, Portfolio Associate), Lauren Schoenberger (Client Service Associate), and Michael Baur (Client Service Associate). We're fortunate to work alongside you, and we appreciate you today and every day.

04/21/2026

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://livesocial.seismic.com/fk0ly

Congratulations to Finn on earning recognition as a Forbes Best-In-State Wealth Advisor for 2026.A well-earned honor—pr...
04/14/2026

Congratulations to Finn on earning recognition as a Forbes Best-In-State Wealth Advisor for 2026.

A well-earned honor—proud to work alongside you, Dan.

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/disclosures/awards-disclosure

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you loo...
04/07/2026

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you look forward to retirement.

https://livesocial.seismic.com/aTfhL2

The SHEconomy is a broad shift in who influences financial decisions, and it's changing how households spend, save and i...
03/31/2026

The SHEconomy is a broad shift in who influences financial decisions, and it's changing how households spend, save and invest. Learn what's driving the shift and why it matters.

https://livesocial.seismic.com/asbhCo

A $124 trillion wealth transfer is underway, and markets may be underestimating the biggest question: who will decide wh...
03/23/2026

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.

https://livesocial.seismic.com/aXqT6f

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