U.S. market dominance in the post-GFC era has been undeniable. But “American Exceptionalism” may now be giving way to the “Great Rebalancing.” Wealth Management Chief Investment Officer Lisa Shalett explains why and how investors can navigate this shift. https://xmrrwallet.com/cmx.pmgstn.ly/3H88PpY
About us
At Morgan Stanley, we put clients first, focusing on their success and remaining committed to helping them reach their financial goals. Morgan Stanley Wealth Management harnesses the Firm’s resources and unique capabilities to help clients build, preserve and manage their wealth at any stage of life. To learn more about what we offer, visit morganstanley.com/wealth. To explore career opportunities, visit morganstanley.com/people. To learn more about our awards & recognition, visit mgstn.ly/38aItSH. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). This material may provide the addresses of, or contain hyperlinks to, websites. Except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm has not reviewed the linked site. Equally, except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm takes no responsibility for, and makes no representations or warranties whatsoever as to, the data and information contained therein. Such address or hyperlink (including addresses or hyperlinks to website material of Morgan Stanley Wealth Management) is provided solely for your convenience and information and the content of the linked site does not in any way form part of this document. Accessing such website or following such link through the material or the website of the firm shall be at your own risk and we shall have no liability arising out of, or in connection with, any such referenced website. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC. © 2022 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4644538 4/2022.
- Website
-
https://xmrrwallet.com/cmx.pwww.morganstanley.com/what-we-do/wealth-management
External link for Morgan Stanley Wealth Management
- Industry
- Financial Services
- Company size
- 10,001+ employees
Updates
-
Your vacation should feel like a break from stress, not a gateway for hackers. Learn how to protect devices and data while traveling: https://xmrrwallet.com/cmx.pmgstn.ly/4o3ulgd
-
-
U.S. equity markets have been cheering the economy’s resilience and largely shrugging off tariff risks. Is the celebration premature? Wealth Management’s Lisa Shalett shares her perspective. https://xmrrwallet.com/cmx.pmgstn.ly/45hEgrg
-
-
Congratulations to all of the Morgan Stanley Financial Advisors named to this year’s Barron's Advisor ranking of the nation’s Top 100 Women Financial Advisors. You continue to redefine our industry’s standards for success and represent the best of our firm. [Source: Barron's (Awarded July 2025). Data compiled by Barron's based on time period from Apr 2024 - Mar 2025 (https://xmrrwallet.com/cmx.pmgstn.ly/3H2nCmb)]
-
-
As we strengthen our leadership position in delivering holistic personal wealth management and institutional solutions to founders and their companies, we are pleased to offer founders unique access to our Founders Specialists. Financial Advisors designated as Founder Specialists offer differentiated capabilities to prospective founders and executives and are uniquely positioned to help plan and solve challenges for their businesses, employees and personal financial lives in synchrony.
-
-
Morgan Stanley Wealth Management reposted this
Morgan Stanley Wealth Management integrates Parametric’s direct indexing capabilities into client portfolios to help advisors look at investment holdings holistically and consider what customizations related to their goals and taxes may help individual clients. Learn more in this FundFire feature with Parametric's Emily Gray, CFA and Morgan Stanley’s Chris Scott-Hansen: https://xmrrwallet.com/cmx.pmgstn.ly/3IxjOdb
-
What should investors know about the new tax law? Our Head of US Policy Monica Guerra and US Policy Strategist Daniel Kohen share their insights. https://xmrrwallet.com/cmx.pmgstn.ly/455up7P
-
-
Will the tax law help boost corporate earnings and stock returns? Wealth Management’s Lisa Shalett shares reasons for caution. https://xmrrwallet.com/cmx.pmgstn.ly/4eOwN64
-
-
In this edition of Market Essentials, Daniel Hunt CFA speaks to the benefits of dollar-cost averaging and how it can help investors avoid emotional investment decisions. https://xmrrwallet.com/cmx.pmgstn.ly/40gYtuq
-
-
Join us Tuesday, July 22 as Global Head of Thematic & Macro Investing Ellen Beeson Zentner, Head of U.S. Policy Monica Guerra, and Global Head of Government Relations Michael J. Stein discuss recent policy moves and what it might mean for investors. Register here: https://xmrrwallet.com/cmx.pmgstn.ly/3ICyOGq
-