Mark Mohtashemi, CFP, Financial Advisor at Morgan Stanley

April is Financial Literacy Awareness Month and at Morgan Stanley, we are committed to teaching kids the basics of money management and personal finance. We have new educational programming to support this initiative, so reach out to learn more.

While you’re spring cleaning your home, consider ways to also tidy up your finances. Let’s discuss a few strategies that can help.

What governing bodies are most used by Single Family Offices to govern themselves and the family members? Our specialized new governance report offers detailed insights on effective practices for both.

Financial literacy means being empowered with the knowledge to make smart financial decisions during every stage of your life. Let’s discuss how I can help:

Our initiative aimed at supporting kids’ mental health made meaningful strides this year, despite the pandemic.

Figuring out the amount of risk you’re taking across multiple accounts can be a real pain. Morgan Stanley’s award-winning Portfolio Risk Platform can help provide a holistic view into the risk of all your accounts. Learn more.