Tom Evich

Financial Advisor at Morgan Stanley. For more information visit my website.
NMLS #1288070

[Tom Evich @TomEvichMS]

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!

[Tom Evich @TomEvichMS]

Happy 25th Anniversary to Anita Coffman! You are a shining example of what can be achieved with perseverance, professionalism, and a passion for excellence.

[Tom Evich @TomEvichMS]

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

[Tom Evich @TomEvichMS]

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

[Tom Evich @TomEvichMS]

Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your savings. https://t.co/4is36qaxWD

[Tom Evich @TomEvichMS]

Talk to your kids about internet safety. Learn how to help protect your loved ones with our latest cyber tips. https://t.co/Yvohxg4mdG

[Tom Evich @TomEvichMS]

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

[Tom Evich @TomEvichMS]

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

[Tom Evich @TomEvichMS]

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

[Tom Evich @TomEvichMS]

Happy Birthday Anita!

[Tom Evich @TomEvichMS]

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

[Tom Evich @TomEvichMS]

Cybercriminals don’t take the holidays off. Be aware of these five common scams. https://t.co/Z96Eb1ZKwo

[Tom Evich @TomEvichMS]

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

[Tom Evich @TomEvichMS]

It’s the giving season! Before you donate, learn how to avoid common charitable giving scams with these helpful tips. https://t.co/9UWQbXdO4n

[Tom Evich @TomEvichMS]

Hoping you have a Thanksgiving holiday full of laughter, cheer, and satisfied bellies!

[Tom Evich @TomEvichMS]

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

[Tom Evich @TomEvichMS]

Wishing you a Happy Halloween full of treats!

[Tom Evich @TomEvichMS]

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

[Tom Evich @TomEvichMS]

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

[Tom Evich @TomEvichMS]

It’s Cybersecurity Awareness Month – the perfect time to empower the young people in your life to be cyber-savvy. https://t.co/K10rhhTWz1