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

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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

07/16/2026

One of the things I really appreciate about my role is the flexibility to work out of different offices as needed. I'm looking forward to being back in the Greenville, SC office next week.

07/09/2026

Grateful to have spent time volunteering at Opportunity House as part of Morgan Stanley's Global Volunteering Month this past June. It was a meaningful reminder that small acts—like helping prepare and serve meals—can make a real difference for individuals and families in our community.

If you're able, I encourage you to find a local organization you care about and lend a hand—whether through volunteering, donating, or simply spreading the word. Every bit of support matters."

07/04/2026

Happy 4th of July! As our nation approaches its 250th anniversary, it's a meaningful moment to pause, reflect on the ideals we share, and appreciate the many people who strive to live them out each day. Wishing everyone a wonderful day filled with family, friends, and memorable moments.

06/25/2026

Recently, I had the opportunity to attend the Morgan Stanley Rising Star conference in Purchase, NY. I learned a lot from the directors at Morgan Stanley headquarters and guest speakers on the topics of AI, client management, and the best of new investment ideas.

It was especially enjoyable to personally meet other advisors from across the country whom I had only met in virtual meetings and share ideas to sharpen our advisory and growth skills.

05/28/2026

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://livesocial.seismic.com/aRi7dX

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

Address

1350 Broadcasting Road
Wyomissing, PA
19610

Website

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

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