Jason Noakes, Financial Advisor at Morgan Stanley

I am very proud to announce that I have been named again to Morgan Stanley's prestigious Century Club, a group of the Firm's successful Financial Advisors. While a great honor, this recognition wouldn't be possible without my team (Margaret, Natalia, John, Art and Bill), and our wonderful clients. Without you, we don't exist.

Please visit our website to learn more about how and who we serve: https://advisor.morganstanley.com/hnwgroup

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

Almost eight years ago to the day, I joined Bill and John with one goal in mind -- to help our clients and their families realize their full wealth potential. There is nothing that brings me greater pride than working alongside the exceptional people that make up our team -- The Huffman Noakes Weber Group at Morgan Stanley. Thank you to Forbes for the recognition on this year’s Best-In-State Wealth Management Teams ranking. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2024?cid=mg-vm-2024forb-15408&cid=whmt-smfa-2024for-15758

[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/41TJJ4d)]

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Tax-Smart Strategies to Consider 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.

Explore the pay, benefits and bonus structures that single family offices are using to attract and retain talent in Morgan Stanley’s latest benchmarking report. https://mgstn.ly/46xLHZt

Going through a divorce can be financially and emotionally stressful. I’m here to help you regain a sense of control and avoid these common mistakes.

Money and Divorce: 6 Financial Mistakes to Avoid | Morgan Stanley Navigating the division of assets in a divorce can be a long and difficult process. Learn how to avoid mistakes and plan for your future.

Planning an international trip? Here are a few money tips to help you enjoy your travels.

Smart Money Moves When Traveling Abroad | Morgan Stanley Consider these tips when planning for foreign travel and perhaps save yourself time, money and headaches.

Carving out your opportunity to combat climate change with philanthropy can feel overwhelming at first. Morgan Stanley partnered with the Aspen Institute to highlight five approaches to climate giving. Let’s discuss how you can make an impact.

Making a Difference with Climate Philanthropy | Morgan Stanley There are many ways to make a meaningful impact in climate philanthropy. Here are five approaches to consider.

I am very proud to announce that I have been named to Morgan Stanley’s prestigious Century Club, a group of the Firm’s most successful Financial Advisors. Though a great honor, this recognition wouldn't be possible without my team, The Huffman Noakes Weber Group (Margaret, Natalia, Bill, John and Art), and our incredible clients. Without you, we don't exist.

Please visit our website to learn more about how and who we serve: http://advisor.morganstanley.com/hnwgroup

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

Some goals are a continual priority, but uncontrollable factors like market volatility could impact your progress. Let’s take some time to meet and make sure you’re on track.

6 Ways to Start Fresh Financially in 2023 | Morgan Stanley Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.

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

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.

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 As you consider gifting options, ask yourself how you would like financial gifts made to children or other family members to be used.

Whether you want to donate to charity or invest in a loved-one’s future, consider these tax-smart ways to help make your giving go further.

Tax-Efficient Charitable Giving Strategies | Morgan Stanley Discover how you can incorporate tax efficiency into your plans for donating to charitable organizations or giving gifts to family and friends.

Art can represent a significant share of your personal wealth, which is a good reason to understand its value. Let's discuss how art indices can offer some insight into what you own.

Demystifying Art Indices | Morgan Stanley How art-market indices can help collectors and owners better understand this important asset class.

With the U.S. midterm election fast-approaching, how could the potential outcomes affect equity markets and sectors? Let’s discuss implications for your portfolio.

Midterms and Markets: A 2022 Guide for Investors | Morgan Stanley What the 2022 midterm election outcome could mean for equities and how investors can benefit.

Strong and growing demand for cybersecurity could create long-term opportunities for investors. Let’s discuss whether they make sense for you.

Megatrends: Opportunities on the Front Lines of Cybersecurity | Morgan Stanley The cybersecurity sector is rapidly growing and developing new ways to guard against sophisticated attacks. How can you take advantage of the long-term investment opportunity?

NFTs are reshaping the art market in new and unexpected ways. Here’s what collectors should know.

Democratizing Art: How NFTs Are Reshaping the Art World | Morgan Stanley Nonfungible tokens are disrupting the traditional art market, creating new communities of collectors and giving artists more access to their fans and buyers. What to know.

Investors can play a critical role in helping to advance racial equity. Learn how you can build your portfolio to support companies that take a stand for diversity and help create a more inclusive society, while pursuing your financial goals.

Advancing Racial Equity Through Your Investments | Morgan Stanley Investors now have a variety of intentional investing approaches to pursue a more inclusive society, as well as their financial goals.

At Morgan Stanley, we’re celebrating 10 years of helping clients invest with impact. Here are 10 ways our innovative platform can help you pursue your environmental, social, and financial goals.

10 Ways Investors Can Drive Positive Change | Morgan Stanley For decades now, investors have seen how powerfully their decisions can drive impactful outcomes for people and the planet. Here are 10 ways to continue making an impact with your investment dollars.

It’s the 10th anniversary of Morgan Stanley's Investing with Impact Platform, designed to help you better align your capital with your vision for a better world. Let’s discuss how to get started.

Investing With Impact Platform | Morgan Stanley The Investing with Impact Platform focuses on flexibility and engagement, allowing both targeted allocation and full integration of impact objectives into an investment portfolio.

How will you make a difference? As we celebrate Earth Day, let’s talk about four ways you can take action to mitigate climate change through your investments.

Risks and Opportunities of Climate Change | Morgan Stanley Climate change presents risks, but there are ways for investors to take part in positive change.

Together, we can create a more equitable society through our actions and investments. Learn how you can make an impact: https://mgstn.ly/3IvsdIU

As the world faces Omicron and other potential COVID-19 variants, many are asking, are we stuck with COVID forever? Morgan Stanley sits down with Stéphane Bancel, CEO of Moderna.

Moderna CEO Stéphane Bancel: The Morgan Stanley Interview | Morgan Stanley