Ric Martin

I am a Family Wealth Advisor (CFP®), (CIMA®), and (CPWA®) Financial Advisor at Morgan Stanley. For additional info please visit my website.
NMLS # 1282851

[Ric Martin @RicMartinMS]

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom. Grateful today and everyday.

[Ric Martin @RicMartinMS]

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://t.co/dqYLOfmHjt

[Ric Martin @RicMartinMS]

Interested in crypto and how it fits into your portfolio? Join Morgan Stanley Wealth Management on Monday, November 17 for a timely conversation on crypto's role in a diversified investment portfolio and the evolving regulatory landscape. Register here: https://t.co/LAGvbfi9RK

[Ric Martin @RicMartinMS]

Honoring the courage and commitment of our veterans today. We are deeply grateful for your service.

[Ric Martin @RicMartinMS]

It's important to consider what-if scenarios during retirement, including prolonged medical costs. In recognition of Long-Term Care Awareness Month in November, discover strategies that may help offset those costs. https://t.co/Qouzb9fLJD

[Ric Martin @RicMartinMS]

How do you stay safe from cyber threats in the age of AI? In recognition of Cybersecurity Awareness Month, join Morgan Stanley's cybersecurity leaders on Tuesday, October 28 to learn essential strategies to protect yourself.

Register here: https://t.co/5ho6Vox9Gq

[Ric Martin @RicMartinMS]

Did you know that life insurance can play a crucial role in your retirement planning? It's not just about protection, but also about creating a tax-efficient income stream. Let's discuss. https://t.co/FSbEREyiKJ

[Ric Martin @RicMartinMS]

Cybercriminals are becoming more sophisticated by the day. At Morgan Stanley, we take steps to help protect your money and data and educate you on the latest scams. https://t.co/1rrcqGCtHe

[Ric Martin @RicMartinMS]

What financial goals do you want to achieve before year-end? Let's talk about moves you can make this fall to help set yourself up for success. https://t.co/iXZ3fCVeh3

[Ric Martin @RicMartinMS]

Your last decade in the workforce can help set you up for success when you're ready to retire. Discover the steps we can take together to help ensure your golden years are what you intend them to be. https://t.co/aJxNFOdxuP

[Ric Martin @RicMartinMS]

Looking to make a meaningful impact while maximizing tax benefits? This article explores five smart strategies to give—whether to family, friends, or charitable causes—while keeping your financial goals in mind. https://t.co/U1oJh3cMxJ

[Ric Martin @RicMartinMS]

Concentrated stock positions can be profitable, but they're also risky. Discover four tax-smart ways to help diversify your investments. https://t.co/WHMPWSZds3

[Ric Martin @RicMartinMS]

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://t.co/i5hOPOpmeZ

[Ric Martin @RicMartinMS]

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

[Ric Martin @RicMartinMS]

Wishing everyone a safe and joyful Fourth of July! Today we celebrate the spirit of independence, unity, and the freedoms we hold dear. #FourthofJuly

[Ric Martin @RicMartinMS]

This Father's Day, we celebrate the men who invest their time, love, and wisdom in building strong families. #HappyFathersDay

[Ric Martin @RicMartinMS]

This video provides some insight into Irrevocable Life Insurance Trusts (ILIT) and their purpose. If you think this might be an attractive strategy for your family, I'd be happy to provide some insight on the financial side, so feel free to reach out. https://t.co/38PzfRRHVU

[Ric Martin @RicMartinMS]

In the link below, Mitch Zacks, CEO and Senior Portfolio Manager at Zacks Investment Management, provides an update on earnings season. https://t.co/0QOTn8BOZe

[Ric Martin @RicMartinMS]

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage and commitment will never be forgotten. #MemorialDay