Dan Seaman, CPWA®, CFP®

Dan Seaman, CFP®, NMLS 1312722
Financial Advisor at Morgan Stanley
For more information, visit my website

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

A simple mid-year reset: review upcoming summer plans, confirm your cash cushion, and make sure your savings goals still fit the second half of the year. Small adjustments now can reduce surprises later. https://t.co/rMjmRrdjna

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

Big changes often start quietly: settlement, custody, payments. https://t.co/HTWRJl0LOi

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

Father's Day is a reminder that the most meaningful impact is often built quietly over time. Wishing you a day filled with appreciation and time.

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

Interested in alternative investments and how they fit into your portfolio? Watch this conversation: https://t.co/jv6vIZEbkQ

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

Boards are being judged on AI guardrails, not AI hype. https://t.co/AqzYdO61t3

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

When the world gets noisier, reliability gets priced in. https://t.co/g4R455JEEn

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

The headline isn't the whole story. Second-order effects often drive outcomes. https://t.co/smaURiRPV9

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

When energy prices rise, narratives change quickly. Plans shouldn't. https://t.co/eMsHlZqN7X

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." https://t.co/JOJJ5IxchH

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

In recognition of National 529 Day, I wanted to share a quick education-planning check-in and a resource you may find helpful. https://t.co/kQt6PnpDew

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

On Memorial Day, we honor the brave men and women who gave their lives in service to our country. Their sacrifice helped preserve the freedoms we enjoy today.

I wish you a safe and meaningful Memorial Day!

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

Minimizing the impact of taxes in your portfolio can help you build wealth over time. Let's discuss what strategies might make sense for you. https://t.co/TnE53YPmv2

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

Morgan Stanley's latest Founder Survey highlights how fundraising, AI positioning and liquidity planning are becoming a multi‑stage strategy, not a single moment. https://t.co/Vxn6hNdql7

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the factors behind stock gains across sectors. Here's why investors should take this seriously. https://t.co/EdaoyXiYWL

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

BlackRock's CIO of Global Fixed Income shares what he learned about investment sizing, liquidity and discipline by investing in breakthrough technologies and managing painful losses. https://t.co/FTWPQa6te9

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

To mothers, daughters, and everyone who plays a caregiving role, thank you for all you do on Mother's Day and every day.

Wishing you a wonderful Mother's Day and a relaxing weekend.

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

AI adoption is rising, but its impact on the labor market remains narrow, echoing past innovation cycles that ultimately expanded employment over time. https://t.co/2L3cA6mDQk

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Education for the Next Generation series. https://t.co/N9qYclPuFI

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

Here are three ways to keep your phone safe from bad actors. https://t.co/CPhkwMWc8M

[Dan Seaman, CPWA®, CFP® @DanSeamanMS]

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the basics can help you navigate major money decisions. https://t.co/tEsiwVjnBn