Wes Dawson Financial Advisor at Morgan Stanley

Happy Mother's Day to all the wonderful mothers! This holiday is an opportunity for us to celebrate the hard work and unconditional love that mothers give to their families. I am grateful for my Mom and looking forward to spending time with her this weekend!

In uncertain markets, alternative investments may be useful. 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.

Dawson's Canine Crew wishing you a Happy National Pet Day!

As Easter and Passover approach, we are reminded to reflect and be grateful for all the wonderful things we have in our lives. I hope that this time brings you and your family together with lots of happiness, joy, and prosperity.

I would like to wish you a happy holiday surrounded by those you love.

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. Visit my website: https://advisor.morganstanley.com/wes.dawson

With the rising need for financial education in this age of NIL, our Global Sports & Entertainment division is answering the call by working with SPRY to enhance their already unique financial education application through a series of educational videos. SPRY is dedicated to working with student-athletes and their respective athletic departments around the country to create sports compliance solutions. Click to learn more about this platform: https://bit.ly/3yolixU

I am excited to announce that I have been recognized as a “Five Star Wealth Manager” for 2023 in Gulfshore Life magazine and Fortune ranking among the best in Southwest Florida.

I want to thank my clients for their ongoing loyalty and support. I look forward to working with you in the upcoming year and beyond!



The Five Star Wealth Advisor Award was issued in 2023. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.

You still have time to max out your IRA contributions for the 2022 tax year (if eligible). Contribute by the April 18, 2023 deadline and invest in your future retirement today.

Tax-Smart Strategies for Your Retirement | Morgan Stanley Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

Now more than ever, it's important to talk to your kids about internet safety. Learn how to protect your loved ones with our latest cyber tips article.

Internet Safety: How to Talk to Your Children About Cybersecurity | Morgan Stanley The internet can be a dangerous playground for children. While opportunities for education, friendship and fun abound, there are plenty of safety hazards, too

Morgan Stanley clients with eligible brokerage accounts can earn 4.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate.

https://mgstn.ly/3X0XKtb

Dawson’s Canine Crew wishing you and your family a Happy Holidays!

Our strategists forecast economic slowing in the U.S. next year, but not an outright recession. How should you position your portfolio? Let’s connect.

Early-Warning Signs of a 2023 Economic Slowdown | Morgan Stanley Investors should shift their focus from Fed rate hikes to consumer activity and the health of the U.S. economy.

You’re enjoying life as a retiree – but have you taken all the steps needed to help ensure your money will last? Consider these strategies.

Develop Your Retirement Roadmap | Morgan Stanley The path to your ideal retirement may have some twists and turns, but smart planning can help you reach your destination. Where are you in your retirement journey?

I wanted to wish you a very happy and healthy Thanksgiving!

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

Wishing you a Happy Labor Day Weekend! As a reminder our office will be closed on Monday in observance of the holiday. We will be back on Tuesday morning with anything you may need.

Planning for retirement isn’t over once you’ve stopped working. Here are five common mistakes people make in retirement—and how to avoid them.

5 Mistakes to Avoid in Retirement | Morgan Stanley How you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations.

Hope you have a wonderful Fourth of July!

Many parents worry their child could develop bad money habits while they’re away at college. Here are some tips to pass along, before small budgeting missteps lead to long-term problems.

For more information or to contact me visit my website:
https://advisor.morganstanley.com/wes.dawson

Sage Credit Advice for College Students | Morgan Stanley Teach your college-age child how to avoid debt pitfalls, control impulse buying and create a clean credit report for life.

Seniors are often a target of financial exploitation and fraud. Learn how to protect yourself and your loved ones from scams.

Protecting Elders from Financial Abuse | Morgan Stanley Financial abuse of older citizens is one of the most common crimes in the US. But there are ways to protect you or your loved ones from scams like these.

On Memorial Day, we remember those who have died while serving. One way to honor their sacrifice is by donating to organizations that help their surviving families. This article has some ideas for how you can do that.

Using Philanthropy to Give Back to Veterans | Morgan Stanley Feelings of patriotism around national holidays can motivate people to do more to support veterans. Here are some suggestions for shaping your approach.

Your child’s allowance can be an important tool for teaching about saving, spending, borrowing and giving. See some expert advice.

From Clueless to Clued In: Teaching Teens About Money | Morgan Stanley As your children grow into young adults, you can help them learn how to manage their own finances.

The Fed’s interest-rate hikes have begun. Are you wondering how your investments might perform? Let’s discuss how you can position your portfolio for rising rates.

Can the Fed Engineer a Soft Landing? | Morgan Stanley As it begins raising interest rates, the Fed hopes to contain inflation without tipping the U.S. into recession. Will it succeed?

You worked hard last year and got rewarded with a bonus or raise. Allocating your extra funds wisely can give you a boost in your financial goals, too. Find out how to best invest in yourself.

Five Strategies to Use a Bonus or Raise | Morgan Stanley Have extra money coming in? Here are ways to put your money to work for you now, so you can potentially reap the rewards down the road.

Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day. Let’s talk about how I can help.

Tips to Prepare for Tax Day | Morgan Stanley Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.

How you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations.

5 Mistakes to Avoid in Retirement | Morgan Stanley How you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations.

Whether dining, driving or diving into a new venture, Guy Fieri always has something cooking! Join us on March 22nd for a virtual conversation with the “Mayor of Flavortown” and learn his recipe for success in and out of the kitchen. Have a question for Guy? Submit it during the live event and it could be selected during audience Q&A!­ Register here: https://mgstn.ly/3JAUBcN