Videos by Dawn L. Alexander, CFP, Financial Advisor at Morgan Stanley in Ponte Vedra Beach. Senior Portfolio Manager, Associate Vice President, and Financial Advisor at Morgan Stanley
Learn how you can use tax-efficient strategies to gift to family members and help preserve your family's wealth for the long term. Click play for video insights from Morgan Stanley and learn more here: https://mgstn.ly/3EKZCzl
Estate & Gift Taxes
Learn how you can use tax-efficient strategies to gift to family members and help preserve your family's wealth for the long term. Click play for video insights from Morgan Stanley and learn more here: https://mgstn.ly/3EKZCzl
The Basics of Estate Planning
Estate planning can be an emotionally and financially complex task, but a well-informed plan can make a big difference for your loved ones. Learn more and explore other estate planning video insights from Morgan Stanley here: https://mgstn.ly/3IWZP54
Listen in to Invested at Work, Morgan Stanley at Work's new podcast on workplace financial benefits. We’re having meaningful conversations about how we can provide organizations with some clarity and financial empowerment. https://mgstn.ly/3WbwqaY
Have you thought about how your goals to fund future education expenses fit in the context of your broader portfolio and other life goals? Learn more about how the Morgan Stanley National Advisory 529 Plan can help you invest in a brighter future for your loved ones: https://mgstn.ly/3vNoEdp
Safeguard Your Digital Privacy
If your digital privacy is compromised, you run the risk of falling victim to identity theft, fraud, and other dangerous outcomes. Follow these rules to optimize your cybersecurity and help protect your information. https://mgstn.ly/2YUC7Ss