Chase Henley - Financial Advisor at Morgan Stanley

At The Tri-Valley Group, our collaboration with small businesses goes beyond financial services. We understand the unique challenges and opportunities small businesses face. Together, we provide tailored solutions to enhance growth, streamline operations, and secure financial futures. https://livesocial.seismic.com/a-0xqN

Tax-smart investing may potentially add up to 2% to your annual returns, on average, depending on your specific portfolios and approaches? Watch to discover how the right combination of strategies may help you potentially achieve your financial goals faster.

Tax-Smart Investing: Total Tax 365 | Morgan Stanley www.morganstanley.com

Buying and selling a home at the same time can be a stressful balancing act and put a strain on your finances. Discover five financing options to help bridge the gap.

How to Buy a New Home While Selling Your Old One | Morgan Stanley www.morganstanley.com

A directed trust can be a helpful estate planning tool for bequeathing valuable assets to beneficiaries. Learn more to see if these strategies are right for you.

livesocial.seismic.com www.morganstanley.com

Happy Independence Day! Wishing everyone a day filled with family, fireworks and freedom.

We are thrilled to announce a significant milestone in our journey to provide our clients with the highest level of financial advisory services. Our Group has expanded and rebranded as the Tri Valley Group. We have combined our strengths, experience, and resources to serve our clients better. This merger marks the beginning of a new chapter, promising enhanced services, a broader range of resources, and an even stronger commitment to our clients' financial well-being. https://livesocial.seismic.com/a97T2K

Happy Father's Day to the best dad and business mentor! I'm grateful for your wisdom, support, laughs, and countless memories we share both at work and at home. We owe so much to the fathers and father figures in our lives. Wishing everyone a Happy Father's Day!

This weekend, we honor our nation's heroes for their sacrifices and service to our country. I am thankful for those who gave their lives while serving. And we're thinking of those who have lost someone they love. Thank you for your sacrifice.

I am proud to announce that I am officially a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional!

Achieving this certification has been a rewarding journey, and I'm thrilled to bring enhanced expertise to my clients.

Accredible • Certificates, Badges and Blockchain certificates.cfp.net

Happy St Patrick's Day! Whether you are of Irish heritage or not, I hope everyone has fun celebrating at a local pub or parade.

Job loss can be a turning point for your financial journey. The Henley Furlong Group at Morgan Stanley offers comprehensive guidance on managing trust and retirement accounts during this transition. Let's plan for a secure and prosperous retirement together. https://livesocial.seismic.com/a2wlho

Looking to maximize your after-tax return in 2024? Let's discuss how direct indexing can help you customize your investment strategy and potentially lower your tax bill.

Using Direct Indexing for Tax Savings and Flexibility | Morgan Stanley www.morganstanley.com

Have recent market events made you question where your portfolio risk is coming from? Learn how Morgan Stanley's Portfolio Risk Platform—paired with our advice—can help you address concerns.

Where in the world is your risk? | Morgan Stanley www.morganstanley.com

I am very proud to announce that, for the fourth consecutive year, I have been named to Morgan Stanley's prestigious Pacesetter's Club, a group of the Firm's successful Financial Advisors. I appreciate this recognition of my dedication in providing a wide range of services to my clients.

Disclosure: https://mgstn.ly/48yHOEI

I'm proud to share that I have recently been promoted to Associate Vice President at Morgan Stanley!

Happy Holidays from the Henley's!

As you approach retirement, consider shifting from growth to preservation. Watch to learn more steps you can take to plan for your retirement goals.

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?

Learn how a trust can help you define how you want your life’s work and wealth to benefit the people and causes you love and care for.

Why You May Need a Trust | Morgan Stanley You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

Morgan Stanley clients with eligible brokerage accounts can earn 5.00% 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/452hK2D

Did you know your workplace disability insurance coverage may not be sufficient? Let’s talk about why you should consider additional individual disability insurance.

Protecting Your Income from the Unexpected | Morgan Stanley Your ability to earn an income may be one of your most valuable assets, but an accident or unforeseen illness can put that asset at risk. Here’s how to help protect it.

Reserved Living & Giving, our complimentary loyalty program, offers discounts on over 70 premium brands in wellness, travel, cars, retail and more! Reach out to see if you’re eligible.

Home "The Daily Calm is a perfect 10-minute break from my day. I absolutely love this app! Thank you for helping me find some calm in the chaos of life."

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Complete these tasks to make sure everything is aligned.

Your Mid-Year Financial Planning Checklist | Morgan Stanley Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here’s a mid-year checklist to help get you started.

Wishing everyone a happy and safe 4th of July weekend!

Happy Father's day for all the amazing fathers out there!