I am pleased to announce that Thomas Cannon has joined the Morgan Stanley Huntington, WV office

I am pleased to announce that Thomas Cannon has joined the Morgan Stanley Huntington, WV office.

When it comes to planning for a loved one’s education, there is no “one size fits all” approach. Learn how you can identify the right education funding strategy for you. morganstanley.com/Themes/educati…

Fall is right around the corner. Here are some financial tips to help you set yourself up for a successful year-end and a better 2021. morganstanley.com/articles/fall-…

You still have time to make some money moves before the end of the year. Read about what steps we can take to help prepare you for 2021. morganstanley.com/articles/fall-…

The end of the year will be here before you know it. Learn the money moves you can make this Fall to help set yourself up for 2021. morganstanley.com/articles/fall-…

Congress is unlikely to impose new taxes on individuals in 2021 regardless of the political party in office. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn why. DM me for a copy.

Checking in on the state of your parents’ estate isn’t easy. Let’s connect to start the estate planning strategy process with your family. morganstanley.com/articles/paren…

Even with outstanding insurance coverage, there are still hidden risks you may not see coming. Learn more about how a simple risk assessment can go a long way in closing any coverage gaps and help you avoid major loss or liability. morganstanley.com/articles/prese…

A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one year—as much as $75,000 (or $150,000 for married couples). Learn more. morganstanley.com/articles/tis-s…

Tax-smart investing can help you lower your tax burden and increase your long-term wealth. Here are some year-end tax management strategies to consider. morganstanley.com/Themes/tax?wor…

End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday. morganstanley.com/articles/finan…

Are you considering giving to charity during the holidays? A donor advised fund allows you to donate in an easy, tax-advantaged way without feeling rushed into a decision about which charities to support before year-end. morganstanley.com/articles/givin…

Tax efficiency makes a big difference. Let’s talk before year-end. morganstanley.com/Themes/tax?wor…

Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year. morganstanley.com/articles/finan…

The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values. morganstanley.com/articles/finan…

A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected. morganstanley.com/articles/prese…

Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals. morganstanley.com/ideas/post-pan…

Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help. morganstanley.com/articles/goals…

Not all advice is the same. We offer advanced technology, exceptional insight, and institutional scale that can’t be found just anywhere. Read more about all we have to offer: morganstanley.com/articles/advic…