Videos by James Szweda, Financial Advisor at Morgan Stanley in Clayton.
With the end of 2023 in sight, how are you tracking toward your financial goals? These fall money moves can help set you up for success! https://mgstn.ly/3QePNQC
With the end of 2023 in sight, how are you tracking toward your financial goals? These fall money moves can help set you up for success! https://mgstn.ly/3QePNQC
The Morgan Stanley Client Experience means we listen more than we talk, so we can deliver insights, and a personalized plan to help you reach your financial goals. https://advisor.morganstanley.com/james.e.szweda
Interested in working with a Financial Advisor, like myself, but unsure what to expect from our conversation? You're not alone. I’m excited to introduce you to a new podcast from Morgan Stanley where you can listen in on candid conversations with real people navigating life’s biggest money milestones. Follow “What Should I Do With My Money?” and let me know how I can help! https://mgstn.ly/3iNt7Jj
I hope that this time of year brings you joy, warmth and the opportunity to spend time with the people you love! Happy Holidays! #Christmas #NewYear #Hanukkah #Kwanzaa