Nick Moran, CFP®

Senior Vice President, Financial Advisor, Family Wealth Director at Morgan Stanley Wealth Management. For more information visit our website.
NMLS# 1364397

[Nick Moran, CFP® @nmoranMS]

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/E0gi0PGjUm

[Nick Moran, CFP® @nmoranMS]

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://t.co/ZsNrq8m2up

[NASA @NASA]

We see our home planet as a whole, lit up in spectacular blues and browns. A green aurora even lights up the atmosphere. That's us, together, watching as our astronauts make their journey to the Moon.

[Downtown New Orleans @dddneworleans]

Downtown lit up red, white & blue last night to celebrate the Artemis II launch!

Nearly 90% of the rocket was built right here in New Orleans at @NASA Michoud—powering jobs, industry, and our role in the future of space exploration.

[Nick Moran, CFP® @nmoranMS]

Goaaal! #USA 🇺🇸🇺🇸

[Nick Moran, CFP® @nmoranMS]

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/0wiZGWpTKY

[BLS-Labor Statistics @BLS_gov]

CPI for all items rises 2.7% over 12 months ending in November; shelter up #BLSData https://t.co/K08xW5OWpx

[Nick Moran, CFP® @nmoranMS]

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/EN63Y0032r

[Nick Moran, CFP® @nmoranMS]

Deciding when to claim Social Security can significantly impact your retirement income. Learn how to help maximize your benefits: https://t.co/0aLn6zVw3T

[Nick Moran, CFP® @nmoranMS]

Do just a few stocks dominate your portfolio? Learn more about the risks of concentrated stock positions and tax-smart strategies to help you diversify your portfolio. https://t.co/nU3iCc5A9U

[Nick Moran, CFP® @nmoranMS]

I've seen it countless times: the hardest part of investing isn't the market. It's managing our emotions. This piece nails why understanding your own biases can be just as valuable as any market insight. Worth the read: https://t.co/SmfCyIzjwa

[Nick Moran, CFP® @nmoranMS]

Most people insure their homes, cars, even phones – but forget the one asset that funds it all: their income. Disability insurance is an often-overlooked component of a financial plan. Here's what you need to know: https://t.co/SqkBquDDfH

[Nick Moran, CFP® @nmoranMS]

What's in store for the markets and the economy for the rest of 2025? Join us Monday, June 2 as a panel of Morgan Stanley thought leaders discuss key themes, trends and potential opportunities impacting investors.

Register here: https://t.co/ulidlbx8k0

[Nick Moran, CFP® @nmoranMS]

Taking your company public is thrilling—so is seeing the value of stock-based pay finally "unlock." But taxes on RSUs, options and SARs can surprise even seasoned execs. Morgan Stanley at Work's latest explainer shows how to plan. Worth five minutes: https://t.co/XNQmHFNl61

[BLS-Labor Statistics @BLS_gov]

Payroll employment rises by 151,000 in February; unemployment rate changes little at 4.1% https://t.co/ZwrVfLviqL #JobsReport #BLSdata

[Nick Moran, CFP® @nmoranMS]

You've received equity compensation. Do you know how to make the most of it? We can guide you with personalized advice that helps you maximize your benefits, manage risk, and integrate your plan into a personalized goals-based strategy. https://t.co/dxrjQavmqe

[Nick Moran, CFP® @nmoranMS]

Proud of New Orleans showing out for the Super Bowl! Well done.

[BLS-Labor Statistics @BLS_gov]

Payroll employment rises by 143,000 in January; unemployment rate edges down to 4.0% https://t.co/ZwrVfLviqL #JobsReport #BLSdata

[Nick Moran, CFP® @nmoranMS]

Tax loss harvesting isn't just a year-end scramble, it's a strategy that, when applied thoughtfully throughout the year, can enhance portfolio efficiency and offset gains more effectively. This post explains the concept and how it can help. https://t.co/yOZQnotV40

[Nick Moran, CFP® @nmoranMS]

Earning a bonus or raise can feel gratifying. Here are five ways to use the additional income towards your financial goals. https://t.co/davGal8dsi