Kevin Manning

Financial Advisor & Senior Vice President at Morgan Stanley. For information, visit my website.
NMLS#: 1255336 CA Insurance License #: 0G66251

[Kevin Manning @KManningMS]

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

To access additional resources and connect with our team, please visit our team website:https://t.co/hxFcqwmFFr https://t.co/X4mZgr0uxI

[Kevin Manning @KManningMS]

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. https://t.co/vqLeCAqRnt

[Kevin Manning @KManningMS]

The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.

Learn more about our team and how we serve clients by visiting the Endeavor Group website. https://t.co/hxFcqwmFFr https://t.co/zVG96D7qy9

[Kevin Manning @KManningMS]

Please join us in celebrating the promotion of @Connor Kee, CFA, CFP® to First Vice President at Morgan Stanley! Connor's hard work, professionalism, and client focus have been instrumental to our team's success. We are proud of his achievement and excited for what lies ahead.

[Kevin Manning @KManningMS]

From his first year to year 39, Mark Zunick gave his all to this firm, our team, and most importantly, his clients. We're proud to celebrate his remarkable career and excited for the chapter ahead. Congratulations on your retirement!

[Kevin Manning @KManningMS]

We're grateful for the clients, colleagues, and friends who make our work so meaningful. Wishing everyone a joyful Thanksgiving surrounded by family, laughter, and good food.

[Kevin Manning @KManningMS]

On this Veterans Day, we pause to recognize and thank all who have served in the Armed Forces. Your leadership, integrity, and perseverance continue to inspire us every day. #VeteransDay

[Kevin Manning @KManningMS]

How do you stay safe from cyber threats in the age of AI? Morgan Stanley's cybersecurity leaders recently discussed essential strategies to protect yourself. Tune in: https://t.co/UQ1u7IKHTy

[Kevin Manning @KManningMS]

From our founding to today, Morgan Stanley's 90 year journey has been one of service and innovation. Explore our history in the linked video. https://t.co/ZzoJ744RMZ

[Kevin Manning @KManningMS]

It's important to check in on progress toward your retirement plan, especially when market volatility arises. These simple six steps can help: https://t.co/63NkSNNAuK

[Kevin Manning @KManningMS]

Discover why more companies are encouraging or requiring the use of 10b5-1 plans in our 2025 10b5-1 Plan Trends Report. https://t.co/yJz6rcXXXY

[Kevin Manning @KManningMS]

Life changes, and so should your financial plan. Regularly reviewing and updating your plan can help you stay on track and pivot when necessary. https://t.co/HOOy83YsVF

[Kevin Manning @KManningMS]

When benefits live in silos, employees lose clarity. QuantUniversity's Sri Krishnamurthy explains how context—and smarter systems—can help people make better financial choices.
https://t.co/1yAdutzmHw

[Kevin Manning @KManningMS]

Did you know that, under certain conditions, leftover 529 account assets may be rolled over to a Roth IRA for the designated beneficiary? Check out this article to learn more. https://t.co/6xjGWLrnAY

[Kevin Manning @KManningMS]

Just one week away! There's still time to register for our upcoming Social Security Webinar with our partners at MFS. Join us Thursday, August 7th at 5:30 PM ET for a discussion of factors that may impact your benefits.

Register here:
https://t.co/LKdIb4k9HS

[Kevin Manning @KManningMS]

Cryptocurrency scams are becoming more sophisticated by the day. Discover strategies to identify common scams and safeguard your assets. https://t.co/9ptswrrUqt

[Kevin Manning @KManningMS]

Don't let cybercriminals ruin your vacation. Here are three steps you can take to help protect your devices and data while traveling. https://t.co/DvvRSwHoma

[Kevin Manning @KManningMS]

Personal finance is not a topic that's usually taught in school, but that doesn't mean you can't help your kids learn the basics. This six-step checklist can help get you started. https://t.co/BBpHHwKsrG

[Kevin Manning @KManningMS]

Holding too much of one stock? Steve Edwards, head of Portfolio Construction and Cross-Asset Strategy for Wealth Management, unpacks the risks of concentrated equity positions and introduces our Equity Vulnerability Score to help investors take control. https://t.co/Ub71bEyCE1

[Kevin Manning @KManningMS]

You've been named as executor of your parents' will. Now what? This checklist can help you navigate the complexities of estate administration. https://t.co/ibrxkNg4XW