The Carder Hartman Pattisall Group at Morgan Stanley

The Carder Hartman Pattisall Group at Morgan Stanley Financial Advisors at Morgan Stanley MSSB will not accept page purchase or sale orders via social network messaging systems.

©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, 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 advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advic

e for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information. NMLS #: 1278921
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The use of AI by borrowers is likely to fuel home refinancing activity, with impacts on the industry, markets and the br...
09/08/2026

The use of AI by borrowers is likely to fuel home refinancing activity, with impacts on the industry, markets and the broader economy.

morganstanley.com

Saving for your loved one's future can feel overwhelming. Let's simplify it together with a 529 strategy designed around...
09/03/2026

Saving for your loved one's future can feel overwhelming. Let's simplify it together with a 529 strategy designed around you.

morganstanley.com

With yields on long-term Treasuries rising, the Treasury Department has decided to intervene. But markets do not appear ...
09/01/2026

With yields on long-term Treasuries rising, the Treasury Department has decided to intervene. But markets do not appear stressed by rising yields, so a key question is, why now?

brightcove.net

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matt...
08/27/2026

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios.
https://livesocial.seismic.com/a5ENPr

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicite...
05/13/2026

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

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you ...
04/20/2026

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

Our team proud to share that Carder has been recognized in the 2026 Forbes Best-In-State Wealth Advisors ranking! Every...
04/17/2026

Our team proud to share that Carder has been recognized in the 2026 Forbes Best-In-State Wealth Advisors ranking! Everyone at The Carder Hartman Pattisall Group is proud of your leadership and the way you continue to raise the bar for excellence in our industry.

Please join us in congratulating CJ on this outstanding and well-earned honor.

[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/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026?ET_MID=noloc&ET_MID=nomsai&gv6=e1dd8b78-0f19-41cd-8a85-2324626ca1d5]

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the...
04/09/2026

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the basics can help you navigate major money decisions. https://livesocial.seismic.com/aeVgLZ

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that ...
04/08/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/aZkljH

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