The Alteri Group at Morgan Stanley

It is with great excitement that I announce our very own team leader and Resident Manager, Julian Alteri, has been promoted to Senior Vice President! This is a great testament to Julian's dedication to his clients and business over the years.

A Message from Julian: "I am proud to have reached this milestone in my career. Working with clients like you has allowed me to continually grow our practice and develop relationships that I hope to continue for many years to come. Thank you for your ongoing loyalty and support."

Please join me in congratulating Julian on his promotion! We look forward to continuously serving your financial needs and making sure you are ready for whatever life has in store.

Drew Parisian, CFP®
Financial Advisor
The Alteri Group at Morgan Stanley Wealth Management

The old man finally carried me for once!

In this article from Barron’s, our CEO James Gorman explains how the power of scale has enabled Morgan Stanley’s sustained success in an unpredictable market.

Barron's | Inside Morgan Stanley’s Success—and What’s Ahead Morgan Stanley plans to hit $10 trillion in client assets over the next decade

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

As 2022 comes to a close, it's the perfect time to begin preparing yourself and your finances to start right in the new year. Feel free to check out our website and reach out to The Alteri Group at Morgan Stanley to see how we can help!

The Alteri Group | Watertown, NY | Morgan Stanley Wealth Management The Alteri Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, and Philanthropy.

Merry Christmas and Happy New Year to you and your family from The Alteri Group!

Happy Veterans Day! In honor of today, The Alteri Group at Morgan Stanley would like to dedicate this post to all veterans. Thank you for protecting us and our freedom!

If you are considering working with a financial advisor or concerned about the market and your finances, below is a great article outlining the benefits of receiving guidance from a financial professional at Morgan Stanley. We also invite you to check out our website to learn more about how The Alteri Group works with its clients!

Article: https://hearsay.social/3B74exy

Website: https://advisor.morganstanley.com/the-alteri-group

Happy Labor Day to you and your family from The Alteri Group at Morgan Stanley, we hope you have a relaxing and enjoyable holiday!

With the market in its current state, we would like to remind you that The Alteri Group at Morgan Stanley is here for you. Take a look at our website to check out the services and advice we can provide you to help bring clarity and solutions to your particular situation.

The Alteri Group | Watertown, NY | Morgan Stanley Wealth Management The Alteri Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, and Philanthropy.

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.

Contact us to discuss your strategy.

Make Your 401(k) Work Harder | Morgan Stanley How much money will you need to save for a comfortable retirement? Here are three strategies to consider that may help you optimize your 401(k) plan in the year ahead.

In the ever-changing cyber landscape, new technology emerges and with it many unknowns. Once futuristic-sounding terms such as Metaverse, Cloud, Crypto and NFTs are now commonplace, but for many, they remain a mystery. Join us for a webinar on Tuesday, August 9, with Morgan Stanley cybersecurity expert Prashanth Challa and award-winning correspondent Jessica Yellin. They’ll break down how these intangible buzzwords impact you and the protection of your data and assets. https://mgstn.ly/3yIbzCg

Happy 4th of July from The Alteri Group! We hope everyone has an enjoyable holiday celebrating our beautiful country!

The Alteri Group at Morgan Stanley wishes all fathers a relaxing and enjoyable holiday. Happy Father’s Day!