Robert G. Cormier, CPWA®, CIMA®, CRPS®

Financial Advisor at Morgan Stanley. Focus on Wealth Management and Retirement Planning
For more information, visit my website. NMLS#: 176078.

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

Leaders at Morgan Stanley's Innovation & Impact Summit explored how AI, robotics, energy and healthcare technologies are reshaping industries, investing and long-term economic growth. https://t.co/76xRjbuxZI

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

When choosing a trustee, many families want both professional rigor and family insight. Learn how a corporate trustee, plus an individual or committee, can create balanced governance.
https://t.co/fZYf1cEeP6

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns. https://t.co/fXtSl69hU0

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

June marks Morgan Stanley's annual Global Volunteer Month. My colleagues and I are coming together to give back to our local communities. Proud to be a part of it! Learn more: https://t.co/kLrDiKoeCK

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help. https://t.co/njVy7Y5nQq

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you to unwanted financial risk. https://t.co/mlRMPEOCR5

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

Legendary investor Stan Druckenmiller sits down with Morgan Stanley's Iliana Bouzali to talk about acting decisively, changing course quickly when facts change, and managing risk in real time in this episode of Hard Lessons. Watch here: https://t.co/ylqlgcPLPk

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

What could military escalation with Iran mean for the markets and your investments? Learn more from our strategists. https://t.co/omuifPSQ4l

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

Is now a good time to buy a home? Learn more in Morgan Stanley's 2026 housing outlook and let's discuss what makes financial sense for you. https://t.co/HbgE9WujE7

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://t.co/HaqrV9mH8W https://t.co/h4azu18ebK

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

As we share more of our daily lives online, it's important to balance security and convenience. These five tips can put you in greater control of your digital footprint. https://t.co/NIysfzuv0B

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

An 83(b) election can offer significant tax savings, but requires careful planning. I can help company founders navigate the process. Learn more. https://t.co/GhZU7DWRVp

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

How may the One Big Beautiful Bill Act impact your 2026 financial plan? Join Morgan Stanley Wealth Management on Tuesday, January 20 for insights into what it could mean for the tax and financial planning landscape. Register here: https://t.co/yjTzxSr32R

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

Year-end tax planning can help you get ahead of potential tax considerations next year. These tax-efficient strategies can help. https://t.co/HBskhtScWe

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

Will higher inflation become the new normal? If so, how can you prepare? Check out Morgan Stanley's latest market commentary for insight. https://t.co/YdX8XcbjcY

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

Wishing everyone a joyful Thanksgiving filled with gratitude and cherished moments.

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

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

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

Take your gifting to the next level with exclusive holiday offers from Reserved Living & Giving. Morgan Stanley clients can save 15% off Hyperice products, 20% off Tumi luggage, 5% off KitchenAid appliances and much more! https://t.co/xGiJlvqqcF

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

Do you know how to spot an AI-related scam? This article highlights common scams and how to avoid them.
https://t.co/tV5jRf3Gnv https://t.co/D8a8KDJVPR

[Robert G. Cormier, CPWA®, CIMA®, CRPS® @bobcormierMS]

Deciding when to claim Social Security can significantly impact your retirement income. Learn how to help maximize your benefits:
https://t.co/3KF4dfulyK