Jeff Kramer, Financial Advisor at Morgan Stanley

Jeff Kramer, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley MSSB will not accept purchase or sale orders via Facebook or its messaging systems.

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May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan...
05/29/2026

May 29 is National 529 Day, a timely reminder to think about education financial planning across generations. A 529 Plan can be a flexible, tax-efficient way to invest for future education needs while supporting broader wealth and legacy goals. Reach out to discuss. https://livesocial.seismic.com/aQCNeg

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.
05/25/2026

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicite...
05/20/2026

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

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.
05/07/2026

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help.

morganstanley.com

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Educ...
04/29/2026

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Education for the Next Generation series. This session explores the powerful connection between emotional wellbeing and financial habits, including how the choices adults make today can shape the stability and confidence children inherit tomorrow. Register here. https://livesocial.seismic.com/a5Xwhv

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the...
04/15/2026

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/a3E1-Q

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you loo...
04/08/2026

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/avdU6p

04/01/2026

Alternatives can offer differentiated sources of return—but structure and implementation matter. In this episode of The Alts Report, Brian Holzer, Head of Alternative Investments Sales, and Alisa Wood, Partner at KKR, discuss what's driving growth in private markets, what's making these investments more accessible and flexible, and why allocating to alternatives often calls for a long-term mindset. Watch the full conversation: https://livesocial.seismic.com/ELT1C

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