The Evergreen Valley Group at Morgan Stanley

The Evergreen Valley Group at Morgan Stanley Financial Advisors at Morgan Stanley Experience, intellectual capital and dedicated personal service to help you meet your life goals.

We believe that managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and

the uniqueness of your long term goals. As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue. Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you. Disclaimers:
© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

NMLS #: 1717486
NMLS #: 1700780
NMLS #: 747780

529 plans can offer tax-advantaged ways to save for more than college—from K-12 expenses to career training, with added ...
09/08/2026

529 plans can offer tax-advantaged ways to save for more than college—from K-12 expenses to career training, with added flexibility for unused funds. Reach out to learn more.

morganstanley.com

This Labor Day, we recognize the dedication, resilience, and hard work that help build stronger families, businesses, an...
09/07/2026

This Labor Day, we recognize the dedication, resilience, and hard work that help build stronger families, businesses, and communities.

Wishing you and your loved ones a safe and restful holiday weekend.

National 401(k) Day is a great reminder to make sure your retirement savings are working as hard as you do. A 401(k) let...
09/05/2026

National 401(k) Day is a great reminder to make sure your retirement savings are working as hard as you do.

A 401(k) lets you invest automatically through payroll deductions and may offer tax advantages—so consider checking your contribution rate, confirming you're taking full advantage of any employer match, and increasing contributions over time when you can.

Midterms may reshuffle Congress, but Morgan Stanley Research expects the market drivers to stay the same—executive-branc...
08/31/2026

Midterms may reshuffle Congress, but Morgan Stanley Research expects the market drivers to stay the same—executive-branch policy, Fed decisions, and enduring themes like trade, geopolitics and regulation. https://livesocial.seismic.com/aAAWg6

Happy National Dog Day to Bentley, Maisy, and Penny — and to all the wonderful dogs who make life a little brighter. Tru...
08/27/2026

Happy National Dog Day to Bentley, Maisy, and Penny — and to all the wonderful dogs who make life a little brighter.

Truly man's best friend, dogs have a special way of bringing joy, comfort, loyalty, and unconditional love into our lives every single day. Grateful for our sweet trio and all the furry friends who make the world a happier place. 🐾

Morgan Stanley Research sees the AI infrastructure pullback as a potential buying opportunity, with long-term compute de...
08/21/2026

Morgan Stanley Research sees the AI infrastructure pullback as a potential buying opportunity, with long-term compute demand expected to remain strong despite near-term constraints.

morganstanley.com

Robotaxis are moving from pilot programs to commercial scale, supported by advances in AI, lower hardware costs and impr...
08/19/2026

Robotaxis are moving from pilot programs to commercial scale, supported by advances in AI, lower hardware costs and improving regulatory clarity.

Morgan Stanley Research estimates the global robotaxi opportunity could reach roughly $1 trillion by 2040, with investors increasingly focused on which companies can scale efficiently, expand globally and build profitable models.

morganstanley.com

Today is Financial Awareness Day—a simple reminder that clarity often starts with one honest look at your goals, habits,...
08/14/2026

Today is Financial Awareness Day—a simple reminder that clarity often starts with one honest look at your goals, habits, and priorities.

Small check-ins today can help create a more intentional financial path over time.

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he thinks the bull market has entered a new phase, wit...
08/11/2026

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he thinks the bull market has entered a new phase, with more focus on quality.

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