Andrew Schultz, Managing Director & Wealth Advisor at Morgan Stanley

Wondering what wisdom a “Bullfrog” has to offer? Join us June 20 to hear from Four-Star Admiral William H. McRaven, U.S. Navy (Ret.) who earned this title in 2011 for being the longest-serving Navy SEAL and “frogman” on active duty. https://bit.ly/4667yaA

I’m very proud to announce that I’ve been named to Barron’s Top 1200 Financial Advisors ranking. I’m honored to share this space with so many distinguished advisors and extremely grateful to my clients who have made this possible.

[Source: Barron's. Awarded March 2023. Data compiled by Barron's based on time period from Sept 2021 - Sept 2022. https://mgstn.ly/3ZYFCSV]

Read my latest article below, My Thoughts - “This is a Great Time to Invest”.

Click on the link below to view the full article:

https://mgstn.ly/3My0NW9

CRC 5684671 05/2023

Read my latest article below, My Thoughts - “This is a Great Time to Invest”.

Click on the link below to view the full article:
https://advisor.morganstanley.com/the-schultz-group/documents/field/s/sc/schultz-group/2v1_Andrew_Schultz_Article_-_This_Is_a_Great_Time_to_Invest_%281%29.pdf

CRC 5684671 05/2023

In uncertain markets, alternative investments may be a useful option. They can provide income, help diversify your portfolio and serve as an inflation hedge. Let’s discuss if any strategies make sense for you.

6 Opportunities in Alternative Strategies | Morgan Stanley In the current environment, strategies that worked before may not be effective. Alternative investments could play a valuable role in your portfolio.

Join us for a webinar on Thursday, May 18, with Morgan Stanley cybersecurity expert Prashanth Challa and award-winning correspondent Jessica Yellin. They’ll unpack the power of artificial intelligence for cybersecurity—the good and the bad—and outline the practical steps you can take to secure your digital footprint.

Register here: https://bit.ly/3ptHGVo

I’ve been named to the Forbes 2023 Best-In-State ranking. It’s an honor to be recognized among this group of outstanding Financial Advisors. A special thank you to my clients who helped to make this possible! Congratulations to my fellow Morgan Stanley Financial Advisors who were also recognized.

[Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://mgstn.ly/3ACMlXt]

I'm proud to have been named one of America’s Top Wealth Advisors by Forbes for 2023. It’s an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry. And a special thank you to my clients, who helped make this possible! Congratulations to my fellow Morgan Stanley Financial Advisors who were also recognized.

[ Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://mgstn.ly/3USuMvX]

Are you wondering what may lie ahead for the U.S. economy for the remainder of 2023? Curious how the recent Fed meeting might impact investments in the short term or markets in the long run? Join us on April 3 for the chance to ask renowned Wharton Professor Dr. Jeremy Siegel your questions. https://bit.ly/42P02iG

I am honored to announce that I have been named to Morgan Stanley's prestigious 2023 Chairman's Club, an honor given yearly to the top Financial Advisors at Morgan Stanley. This year’s recognition marks the 20th consecutive year in which I have been given this honor, and I could not be more appreciative of my incredibly supportive team and amazing clients!

Disclosure: https://mgstn.ly/3J3ywqw

The Schultz Group recently unleashed some awesome while volunteering with the Caleb & Calder Sloan Awesome Foundation at W.J. Bryan Elementary where we partook in upgrading an inner city school library so elementary school students get the chance to read new and exciting books. A hearty thank you to the Caleb & Calder Sloan Awesome Foundation for including us in their mission to help children in need!

Kemar Bennett, our teams Group Director, was invited to speak at the annual Forbes Top Teams Summit in Miami Beach. He was joined by Morgan Stanley’s very own, Caroline Gundeck. What an amazing experience to have shared insights and drivers for success with the brightest minds in wealth management!

A relatively resilient labor market and still strong capital spending backdrop suggest an economic recession may be technically avoided. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett: https://mgstn.ly/3DV9Ehl

GIC Investment Perspectives-February 2023 - 1595972

As a challenging year winds down, opportunities have materialized in fixed income and emerging markets stocks. Learn more about our 2023 outlook in On the Markets. https://mgstn.ly/3Wra4mY

Happy Thanksgiving! I hope everyone has a wonderful holiday with family and friends.

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for your service.

Rather than chase US equity indexes amid this rally, we prefer more reasonably valued select themes including health care, credit and Asia/EM stocks. Find out more in On the Markets. https://mgstn.ly/3Wra4mY

Today Morgan Stanley has special virtual event, What’s at Stake? Midterms & the Markets: A Conversation With Lawrence H. Summers and Niall Ferguson. Register here:

What’s at Stake? Midterms & the Markets: A Conversation With Lawrence H. Summers & Niall Ferguson - 1571658

Reminder to join Morgan Stanley on the eve of Election Day for a special virtual event, What’s at Stake? Midterms & the Markets: A Conversation With Lawrence H. Summers and Niall Ferguson. Register here:

What’s at Stake? Midterms & the Markets: A Conversation With Lawrence H. Summers & Niall Ferguson - 1571658

Join Morgan Stanley on the eve of Election Day for a special virtual event, What’s at Stake? Midterms & the Markets: A Conversation With Lawrence H. Summers and Niall Ferguson. These renowned thought leaders will share their perspectives on the dynamics influencing the midterms and how election results may impact domestic and global markets. Register here: https://mgstn.ly/3fRysxf

This week I had the honor of attending the 2022 Forbes/SHOOK Top Wealth Advisor Summit in Las Vegas. I had the pleasure of exchanging ideas with some of the industry’s top professionals. I look forward to using what I learned in service of my clients, and I am grateful to be counted alongside so many of my Morgan Stanley peers.

https://hearsay.social/3MPNCQa

The Fed’s fight against inflation looks far from over. Is your portfolio prepared? Let’s discuss ways to help you navigate what’s ahead.

Investors Shouldn’t Count on Cooling Inflation Yet | Morgan Stanley Rising inflation has roiled markets, but under the surface, stock investors seem relatively calm. Should they be?

Our new 3.00% Annual Percentage Yield offer from Morgan Stanley’s Preferred Savings Program for qualifying cash helps you make the most of your cash. Learn more and get in touch to take advantage of this great rate for eligible clients. https://mgstn.ly/3dMJovz

Happy National Hunting and Fishing Day! As an avid fisher, here are some photos of my recent catches:

Take a look at this Morgan Stanley minutes video, "The Case for Active Investment".
See below:

Investment Insights from Our Leaders | Morgan Stanley Minute Explore our 1-minute investment insights video series, on topics ranging from green bonds, active investment, monetizing small businesses, and more.

Learn how AI could speed drug discovery and create a $50 billion market over the next 10 years.

How AI Could Speed Drug Discovery | Morgan Stanley AI-enabled drug development can help decrease costs while enabling new medicines, creating a $50 billion market for biotechs. Here’s how the technology will impact biotech investors.

Take a look at this Morgan Stanley Minutes video, The Depth of Real Advice.
See below:

Investment Insights from Our Leaders | Morgan Stanley Minute Explore our 1-minute investment insights video series, on topics ranging from green bonds, active investment, monetizing small businesses, and more.

High valuations and risks to forward earnings estimates challenge the bullish view on US stocks. We discuss in this month's On the Markets. https://mgstn.ly/3RvtXX4

On Tuesday, September 6, at 4:15 p.m. ET, Morgan Stanley Wealth Management Chief Investment Officer Lisa Shalett will host Jonathan Gray, President and Chief Operating Officer at Blackstone, for a market perspectives conversation.

Join us for this exclusive event.

https://hearsay.social/3wJSEqH

Market Perspectives Featuring Morgan Stanley Wealth Management CIO Lisa Shalett and Blackstone President and COO Jonathan Gray - 1565963

I am happy to announce that I’ve been named by Forbes as one of America’s Top 250 Wealth Advisors. Thank you SHOOK Research/Forbes Top Wealth Advisors, RJ Shook, and Forbes. It’s an honor to be recognized.
I would also like to thank my team, the Schultz Group, for all their efforts. It is a privilege to work alongside incredible professionals that I get to call my family. We are so fortunate to serve our clients and their loved ones, day in and day out.
Congratulations to my fellow Morgan Stanley peers who were recognized as well. I wish everyone continued success.
Please click on the link below to view my Forbes profile:
https://hearsay.social/3PVjxhU