Joan D. Cordell, Financial Advisor at Morgan Stanley

02/17/2026

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan.

morganstanley.com

02/10/2026

E*TRADE's new ad is unexpected and rewarding, just like having E*TRADE a part of Morgan Stanley. Learn more about how you and your family can invest and bank under one roof. https://livesocial.seismic.com/S_Cid

02/03/2026

Register to join us for the 17th Annual Go Red Women's Leadership Virtual Experience: https://livesocial.seismic.com/acKH5g

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.

01/27/2026

Took a quick break at Black Mountain with my daughter over the holiday break, between ski runs. Tired legs, cold mountain air, clear head. It struck me how similar this feels to building financial health.

You don't train once and call yourself fit. You show up consistently, adjust when conditions change, rest when needed, and keep going — even when progress feels slow.

Here's to continuing 2026 with a focus on financial wellness, resilience, and long-term strength — one intentional step at a time.

01/24/2026

Winter storms don’t just disrupt travel they disrupt businesses. ❄️

That’s why proactive financial planning matters. The right liquidity, reserves, and risk strategy can help your business respond faster and recover stronger.

Reach out to Joan Cordell at The Wellesley Compass Group at Morgan Stanley to make sure your financial plan is built for the unexpected.

01/22/2026

Do you know all the ways 529 plans can be used today?

Most families think of 529 plans as college-only savings tools. When used thoughtfully, they can play a much broader role in tax-efficient family and estate planning, and many families miss these opportunities entirely.

That's why the Wellesley Compass Group at Morgan Stanley is hosting:
More Than Tuition: How 529 Plans Can Power Smart Estate Planning
Tuesday, January 27 | 5:00–6:00 PM EST
Join Chris Stack, Esq. for a practical discussion on how to "turn the page" on traditional 529 thinking and explore:
•How 529 plans can fit into broader estate and gifting strategies
•Planning considerations when education paths change
•Ways recent tax changes impact 529 decision-making
•Common mistakes families make — and how to avoid them

If you're saving for a child or grandchild or questioning whether your current approach still makes sense this webinar will help you think more strategically. Register using the link below.

zoom.us

01/17/2026

This resonates. I fully align with the idea of getting 1% better every day.

In my advisory work, meaningful financial progress comes from small, consistent decisions that compound over time.

Progress beats perfection.

01/15/2026

Join Us! As the Wellesley Compass Group at Morgan Stanley hosts: More than Tuition: How 529 Plans Can Power Smart Estate Planning webinar, Tuesday January 27th 5:00PM-6:00PM EST.

Join our featured speaker, Chris Stack, Esq. for a discussion on how to "turn the page" on 529s to explore their numerous benefits and the mechanics of how to potentially enhance their value.

Click the link below to register.
https://morganstanley.zoom.us/webinar/register/WN_xMJnB-49TXqulAibCyjAXg #/registration

CRC 5098398

01/13/2026

If your business is profitable, is your money working as hard as you did to earn it?

For owners of established, profitable trades businesses, the financial questions change as success compounds.

Increasingly, I hear:
• Net worth concentrated heavily in the business
• A desire to balance growth with protection
• Concerns about family security beyond the owner

These are not operational problems they are capital allocation and planning decisions that emerge once a business reaches scale.

Thoughtful investment strategy, tax efficiency, and risk management become essential not because of crisis, but because the consequences of inaction grow larger over time.

The most successful owners begin these conversations while business is strong when flexibility and choice still exist.

01/09/2026

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/aLRRQu ]

01/07/2026

Whether advising individuals or institutions, the hardest financial questions are rarely about performance, they're about governance, discipline, and long-term decision-making.

I'm seeing those same themes play out in higher education endowments. While many universities reported strong recent investment returns (e.g., FY2024 NACUBO-Commonfund data), performance alone isn't easing today's financial pressures.
CFOs and investment committees are balancing spending needs, liquidity, donor restrictions, and long-term sustainability, often at the same time.

The conversation is shifting from "How did we perform?" to "How do we govern risk and spending responsibly over the next decade?"

That shift is redefining what institutions look for in an advisory relationship.