Olly Orton

Branch Manager at Morgan Stanley.
For more information visit my website

[Olly Orton @OllyOrtonMS]

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:
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[Olly Orton @OllyOrtonMS]

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

https://t.co/Tc862w0UFT

[Olly Orton @OllyOrtonMS]

Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals.

https://t.co/7DEA0qGDHO

[Olly Orton @OllyOrtonMS]

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.
https://t.co/2XQK6o6R8y

[Olly Orton @OllyOrtonMS]

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. https://t.co/pmsDTlPSyE

[Olly Orton @OllyOrtonMS]

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. https://t.co/mkkT4RKJAV

[Olly Orton @OllyOrtonMS]

Tax efficiency makes a big difference. Let’s talk before year-end.
https://t.co/1ssuwB9Z17

[Olly Orton @OllyOrtonMS]

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.

https://t.co/BzRZwxS0gR

[Olly Orton @OllyOrtonMS]

End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday.
https://t.co/lzY6WODQJi

[Olly Orton @OllyOrtonMS]

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.
https://t.co/MZClAXI5qp

[Olly Orton @OllyOrtonMS]

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.
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[Olly Orton @OllyOrtonMS]

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.
https://t.co/jDLUOPMmUQ

[Olly Orton @OllyOrtonMS]

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.

https://t.co/Fub9yy3gH0

[Olly Orton @OllyOrtonMS]

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.

[Olly Orton @OllyOrtonMS]

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.
https://t.co/ZvFVr8L9G6

[Olly Orton @OllyOrtonMS]

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.
https://t.co/Ft3D0MXVhu

[Olly Orton @OllyOrtonMS]

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.
https://t.co/Kv6uqLNsXm

[Olly Orton @OllyOrtonMS]

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.
https://t.co/wpZGFEUFPo

[Olly Orton @OllyOrtonMS]

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

[Olly Orton @OllyOrtonMS]

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