Today marks 25 years at Morgan Stanley as a Financial Advisor for the Fredericktowne Group.
I would not want to be in any other position, and I am excited to see what comes of the following year!
Happy 25th Anniversary to Anita Coffman! You are a shining example of what can be achieved with perseverance, professionalism, and a passion for excellence.
As you prepare to file your 2022 taxes, let’s meet and discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://t.co/Fxtelyf9Wm
Are you concerned about having too much of your portfolio in a few stocks or even just one company? Let’s discuss tax-smart ways to diversify your investments. https://t.co/MykEp24mzV
Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your savings. https://t.co/4is36qaxWD
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/uCR3UpvoAv
Near-term market action can stoke powerful emotions and cloud judgment. The team and I can help you stay focused on long-term investment goals. Let’s connect. https://t.co/D8dPNog1Od
Could you be keeping more of what you earn? Let’s discuss strategies to help reduce the impact of taxes on your portfolio all year round, part of Morgan Stanley’s Total Tax 365 approach. https://t.co/Lot6A94PUZ
Before welcoming 2023, let’s takes some time to review this year’s financial progress towards your goals and plan for your priorities in the new year. https://t.co/5OZV1LJ5I2
Whether you want to donate to charity or invest in a loved-one’s future, consider these tax-smart ways to help make your giving go further. https://t.co/eV5JCiwuYF
Did you know many long-term care costs are not covered by Medicare? Learn what options you have to help control your financial exposure to uncovered care costs. https://t.co/maEytxeu4x
Still trying to figure out the cloud? You’re not alone. Get a better understanding of the cloud, and how to keep your personal data safe. https://t.co/sbVhHGY0OO
Keeping excess cash out of the market may be the safest option in a tough economic climate, but there could be a big opportunity cost. Let’s discuss what you can do to help keep your money growing. https://t.co/imxrsN3Iqq