Krista Finegan, Financial Advisor at Morgan Stanley

I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you.

Disclaimers:
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In the Arena: Serena Williams 08/14/2024

Morgan Stanley is proud to be the Presenting Sponsor of the ESPN series, "In the Arena: Serena Williams." Check it out on ESPN+.

In the Arena: Serena Williams youtube.com

Photos from Rachel R Cohen, ED, Wealth Advisor at Morgan Stanley's post 07/26/2024

I'm happy to take on the Co-Chair role for the Philadelphia Chapter of Women in Wealth at Morgan Stanley. It is energizing to be surrounded by so many successful and supportive female colleagues!

The New Technologies for Longer, Healthier Lives 07/23/2024

Developing the technologies that can help us live longer and healthier may take years or decades and require significant investment. Here's what investors need to know.

The New Technologies for Longer, Healthier Lives www.morganstanley.com

How to Plan Instead of Panic in Volatile Markets 07/17/2024

Your financial plan is key to achieving your goals, especially when market drops knock you off pace. Let's discuss how we can develop a plan that keeps you on track.

How to Plan Instead of Panic in Volatile Markets morganstanley.com

Labor Data May Be Cause for Caution | Morgan Stanley 07/08/2024

Is the labor market heating up or cooling down? Let's discuss what recent mixed signals may mean for your investment strategy. Learn more.

Labor Data May Be Cause for Caution | Morgan Stanley www.morganstanley.com

07/04/2024

Wishing everyone a Happy 4th of July, stay safe and enjoy the fireworks!

4 Financially Smart Ways to Take Money Out of Retirement Accounts 06/26/2024

From funding a loved one's education to reducing the taxable portion of your estate, I can help you develop a plan for your required minimum distributions.

4 Financially Smart Ways to Take Money Out of Retirement Accounts www.morganstanley.com

How to Help a Loved One Buy a Home | Morgan Stanley 06/18/2024

Buying a home does not have to be out of reach for your loved ones. Let's discuss how these strategies can help.

How to Help a Loved One Buy a Home | Morgan Stanley www.morganstanley.com

06/16/2024

Warm wishes to all the Dads who dedicate themselves to their families (and protect fresh birthday cakes from little hands!) Happy Father's Day!

Photos from Krista Finegan, Financial Advisor at Morgan Stanley's post 06/13/2024

Calling all college students and recent grads!

If you are interested in exploring a career in Wealth Management, look no further than the Women in Wealth LIFT 2024 semi-annual virtual College Leadership Academy. You'll have the opportunity to hear directly from women in different roles across Morgan Stanley Wealth Management.

Link to Register https://morganstanley.zoom.us/meeting/register/tJwqdO6qqTIqGtffgriaFwMGbQHt8tOi6xP6 #/registration

Election 2024: Inflation Outlook 06/12/2024

Even in an election year, inflation seems to be leading the headlines. Here's why Morgan Stanley Research thinks the election's outcome isn't likely to have a big impact in the near term on inflation or the macroeconomic picture.

Election 2024: Inflation Outlook www.morganstanley.com

Morgan Stanley Support for Each Stage of Your Business 06/03/2024

We help business owners and entrepreneurs build, preserve and manage wealth so they can pursue their financial goals. Register and join us on Wednesday, June 5th at 4PM ET for an exclusive virtual event to learn about the suite of resources Morgan Stanley offers to support your business through every stage of its life cycle.

Morgan Stanley Support for Each Stage of Your Business morganstanley.zoom.us

Education Planning Center: 529 Plans and More | Morgan Stanley 05/29/2024

Did you know May 29th is National 529 Day? 529 plans may be a great way to help pay for you or your loved one's education. Let's connect to discuss how we can plan for funding this important life expense.

Education Planning Center: 529 Plans and More | Morgan Stanley www.morganstanley.com

05/27/2024

This Memorial Day, let's remember and honor the brave souls who made the ultimate sacrifice for our nation's freedom.

Lessons on Longevity with Dr. Joseph Coughlin 05/17/2024

Humans are living longer than ever before. How can we make the most of our extra time? Register and join us on Monday, May 20, for an insightful discussion with Dr. Joseph Coughlin, Director of the MIT AgeLab.

Lessons on Longevity with Dr. Joseph Coughlin morganstanley.webcasts.com

05/12/2024

Happy Mother's Day to all the wonderful mothers! Celebrating you and all that you do for your families.

The Morgan Stanley Interview: James Gorman 05/08/2024

Watch Morgan Stanley's James Gorman in a candid conversation about his 14-year tenure leading the company through an unprecedented era of global disruption and opportunity.

The Morgan Stanley Interview: James Gorman www.morganstanley.com

Powering the AI Revolution 05/01/2024

The scale of projected power use from Generative AI is surprising—as are the technology's potential benefits for sustainability efforts. As data centers expand, they may drive demand for renewables, such as wind, solar, energy storage, and fuel cells.

Powering the AI Revolution www.morganstanley.com

5 Ways to Spring-Clean Your Finances 04/24/2024

While you're spring cleaning your home, consider ways to also tidy up your finances. Let's discuss a few strategies that can help.

5 Ways to Spring-Clean Your Finances www.morganstanley.com

You've Been Named as Your Parent's Executor. Now What? 04/17/2024

Handling the complex process of executor duties during an emotional time is a challenge even for the strongest person. This checklist may help you with that process.

You've Been Named as Your Parent's Executor. Now What? www.morganstanley.com

What ‘Edge AI' Means for Smartphones 04/15/2024

Generative AI is moving to consumer devices, bringing faster algorithms, reduced latency and improved security. Morgan Stanley Analysts expect this trend to boost smartphone sales in 2025 and bring opportunity to memory players, integrated circuits makers and camera component suppliers.

What ‘Edge AI' Means for Smartphones www.morganstanley.com

From Clueless to Clued In: Teaching Teens About Money | Morgan Stanley 04/11/2024

Financial literacy is a gift we can give to our teens. This Financial Literacy Month, let's help them understand the value of money and learn to manage their own finances.

From Clueless to Clued In: Teaching Teens About Money | Morgan Stanley www.morganstanley.com

Next Generation Gifting Considerations | Morgan Stanley 04/09/2024

As you consider financial gifts to children or other family members, you may also want to think about how you'd like your gifts to be used. Let's discuss options to consider.

Next Generation Gifting Considerations | Morgan Stanley www.morganstanley.com

Diagnostics: The Workhorse of Improving Health Outcomes 04/04/2024

Wider use of diagnostics can help improve patient outcomes and optimize health care expenditure. Our International Equity Team explores how these companies offer investors the holy grail of compounding at high returns, underpinned by pricing power, recurring revenue and barriers to entry.

Diagnostics: The Workhorse of Improving Health Outcomes www.morganstanley.com

Photos from Krista Finegan, Financial Advisor at Morgan Stanley's post 04/02/2024

Calling all college students and recent grads!

If you are interested in exploring a career in Wealth Management, look no further than the Women in Wealth LIFT 2024 semi-annual virtual College Leadership Academy. You'll have the opportunity to hear directly from women in different roles across Morgan Stanley Wealth Management.

Click the link to register! https://lnkd.in/dSGWShVB

You Work Hard, Make Your 401(k) Plan Work Harder | Morgan Stanley 04/01/2024

How much money will you need to save for a comfortable retirement? Here are three strategies that may help you optimize your 401(k) plan.

You Work Hard, Make Your 401(k) Plan Work Harder | Morgan Stanley www.morganstanley.com

Uncover 6 Ways to Reduce Your Tax Bill | Morgan Stanley 03/29/2024

Before you tuck your tax return away, consider taking a closer look for opportunities that may help you reach your financial goals. Let's discuss which tax-smart strategies may work for you.

Uncover 6 Ways to Reduce Your Tax Bill | Morgan Stanley www.morganstanley.com

The Future of Cars | Morgan Stanley 03/27/2024

Automakers are racing toward a future where software, not hardware, will define cars. The shift is forcing manufacturers to put computers at the center of vehicle design. Here's how software will continue to change the market, and the way we drive.

The Future of Cars | Morgan Stanley www.morganstanley.com

AI & Sustainable Investing: Use & Potential | Morgan Stanley 03/21/2024

Recent advancements in artificial intelligence (AI) - including machine learning and natural language processing - can be powerful tools for sustainability-focused investors. But make sure you are aware of the risks and questions to ask when assessing AI capabilities. Let's chat.

AI & Sustainable Investing: Use & Potential | Morgan Stanley www.morganstanley.com

Empowering Kids With First Tee | Morgan Stanley 03/18/2024

Morgan Stanley is proud to extend our partnership with First Tee for a third year, building on our initiative's success in offering children of all backgrounds access to golf. Learn how a more inclusive tomorrow starts today.

Empowering Kids With First Tee | Morgan Stanley www.morganstanley.com

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Videos (show all)

Explore the relationship between debt and credit and how maintaining good credit can help you borrow money when it makes...
Understand how to define and set financial goals, make a budget, and save effectively to reach your goals. Learn more an...
Watching the Big Game on Sunday? Get ready to get in the game with E*TRADE from Morgan Stanley.
Don't start another year without giving your finances the attention they deserve–it's easier than you think. These six t...
Giving gifts to family members remains a cherished part of the holiday routine for many. Let’s discuss some financially ...
Having a significant portion of company stock as part of your portfolio can be rewarding, but how do you manage it? On t...
With the end of 2023 in sight, how are you tracking toward your financial goals? These fall money moves can help set you...
Going through a divorce is tough. Managing your money afterwards can be even tougher. You don’t have to do it alone. On ...
The Basics of Estate Planning
Ever wonder what it’s like to work with Morgan Stanley? Listen and follow our new podcast “What Should I Do With My Mone...
If fear of losing money is preventing you from implementing a smart retirement investment strategy, hearing this story m...
Stepping into a high-earning job, you may have questions about what to do with your newfound wealth. We can have a conve...

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3803 West Chester Pike, Suite 200, Newtown Square
Newtown Square, PA
19073

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