The Brandywine Wealth Management Group at Morgan Stanley

03/24/2026

On March 18th, our team held our Monthly Investment Webcast where we covered geopolitical risks, private credit scrutiny, increased energy prices, and ongoing layoff announcements. If you're interested in reading the full notes from this month's release, you can find them on our website attached below.

morganstanley.com

01/12/2026

Our team, The Brandywine Wealth Management Group, was recently recognized as a 2026 Forbes Best‑In‑State Wealth Management Team. Our clients are at the heart of everything we do, and their confidence has 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 for the period 3/31/24–3/31/25.
https://www.morganstanley.com/disclosures/awards-disclosure.html)

12/04/2025

On the third Wednesday of every month, our team, The Brandywine Wealth Management Group, hosts our Monthly Investment Webcast. This past month, we covered a range of topics including valuation analysis, earnings trends, and an analysis of consumer financial health. If you're interested in reading the full notes from the webcast, you can find them on our website linked below.

morganstanley.com

01/18/2024

Exciting News! The 2024 FORBES Best-In-State Wealth Management Teams List is out, and the Brandywine Group at Morgan Stanley has once again been recognized as a top team. This consistent recognition speaks volumes about our ongoing pursuit of excellence for our clients. We are grateful for your continued trust in us!

[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/3U7uTp6)]

Forbes is a global media company, focusing on business, investing, technology, entrepreneurship, leadership, and lifestyle.

11/22/2023

Don’t settle for the first offer!

When it’s time to consider your options for your business that has taken years to build, some business owners make the mistake of entertaining the first offer they receive without exploring other options or further negotiations. Working with a Certified Exit Planning Advisor can help avoid this and other common mistakes.

My team at Morgan Stanley focuses in business succession planning. This includes pre-liquidity planning and tax efficiency for a seamless transition upon sale.

Reach out to see how our process can help you with your exit strategy.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

11/01/2023

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

10/03/2023

With weight loss drugs starting to change the way obesity is treated, implications for the food industry and related sectors are far-reaching. Find out more in On the Markets:

08/31/2023

Rapid developments in reshoring, energy transformation and data generation could make this a watershed moment for infrastructure investing. Find out more in On the Markets.

08/01/2023

With generative artificial intelligence likely to drive rapid change and potential opportunities, investors are looking to history as a guide. Find out more in On the Markets.

06/29/2023

Despite upcoming risks to economic growth, opportunities in a variety of areas persist, including among developed market bonds and Japanese and emerging market equities. Find out more in On the Markets midyear outlook edition.