David LeBlanc-Financial Advisor at Morgan Stanley

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United States
Wyomissing, PA
David LeBlanc-Financial Advisor at Morgan Stanley

Vice President, Financial Advisor, Financial Planning Specialist, Insurance Planning Director, QPFC, Morgan Stanley MSSB does not provide tax or legal advice.

I'm really passionate about helping people with retirement planning, and helping families through life transitions. Some of the products that we offer are:
-529s
-Roth IRAs
-Trusts
-Insurance-life, disability, and annuity
-Financial planning

©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic c

ommunications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice 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. Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates. Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee. Trust and other fiduciary services are provided by third parties, including Morgan Stanley Private Bank National Association, a wholly-owned subsidiary of Morgan Stanley. The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives. NMLS #: 1789392

02/16/2026

On Presidents' Day, we honor the great leaders who have shaped our nation.

02/13/2026

I am thrilled to announce my promotion to Vice President at Morgan Stanley. It is an honor to contribute to the firm's esteemed legacy and to continue to serve my incredible clients. Thank you for your support on this journey.

02/10/2026

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://livesocial.seismic.com/aeUglH

01/09/2026

Whether you're a sports fan or seasoned investor, the Parametric Custom Core® Sports Leagues Strategy is designed to deliver clients exposure to top sponsors of various sports leagues. Click to learn important information about how this is tailored to help you reach your financial goals: https://livesocial.seismic.com/aR-hWT

01/07/2026

Whether you're looking to optimize your wealth or establish a strong foundation for the future, my goal is to help you approach your finances with confidence and set the stage for a successful 2026. Join Morgan Stanley on January 12 for "Money Mindset Reset - The Power of Financial Planning" to help you clarify your financial priorities, identify spending patterns and explore strategies for managing income, expenses and savings. https://livesocial.seismic.com/awk8yT

01/03/2026

New year, new financial you. Discover five simple steps to help you stay on track toward your financial goals in 2026. https://livesocial.seismic.com/abrFmh

01/02/2026

The investment landscape is becoming more favorable, particularly for risky assets. See why in Morgan Stanley Research's 2026 Investment Outlook: https://livesocial.seismic.com/IWW6f https://livesocial.seismic.com/a4nLX5

12/31/2025

Wishing everyone a happy and healthy New Year!

12/24/2025

Happy Holidays and Merry Christmas! from David LeBlanc at Morgan Stanley

11/27/2025

Wishing everyone a joyful Thanksgiving filled with gratitude and cherished moments.

09/11/2025

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 24 years ago.

04/09/2025

US equities surged on Wednesday, following President Trump's announcement for a tariff pause. Read more in the 1% Move report.

morganstanley.com

Address

1350 Broadcasting Road
Wyomissing, PA
19610

Website

https://advisor.morganstanley.com/david.leblanc

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