Tom Sequist RICP®

Financial Advisor at Morgan Stanley.
For more information visit my website.
NMLS# 1253094
CA Insurance License# 0E72054

[Tom Sequist RICP® @SequistTMS]

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://t.co/5cNPpLLpyV

[Tom Sequist RICP® @SequistTMS]

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist. https://t.co/1wocg23HN7

[Tom Sequist RICP® @SequistTMS]

Despite a historic disruption to global energy markets, the stock market remains resilient. Our Global Head of Fixed Income Research Andrew Sheets suggests U.S. markets may offer a steady course in the near term. Listen here. https://t.co/SYH3wJmlxT

[Tom Sequist RICP® @SequistTMS]

New year, new financial you. Discover five simple steps to help you stay on track toward your financial goals in 2026. https://t.co/51VAn0RFVn https://t.co/DurmLf6FP4

[Tom Sequist RICP® @SequistTMS]

Earn up to 3.90% Annual Percentage Yield with Morgan Stanley's Preferred Certificate of Deposit (CD) for eligible brokerage account holders. This competitive, limited-time offer is available until February 3, 2026. https://t.co/L9AzakF7v2 https://t.co/tpELyD7TIl

[Tom Sequist RICP® @SequistTMS]

Morgan Stanley was ranked #4 on Forbes America's Top Companies list - a testament to the culture, people, and values that define the firm. Proud to be part of an organization that prioritizes excellence and long term impact. https://t.co/o7msgOGCa2

[Tom Sequist RICP® @SequistTMS]

Wishing everyone a very Merry Christmas and a relaxing holiday with family and friends. Grateful for the connections made this year and looking forward to what the New Year brings.

[Tom Sequist RICP® @SequistTMS]

Happy Thanksgiving! Today we're grateful for the chance to slow down and enjoy some good food. Wishing everyone a warm and relaxing holiday with family and friends.

[Tom Sequist RICP® @SequistTMS]

Do you know how to spot an AI-related scam? This article highlights common scams and how to avoid them.
https://t.co/rBGmR3OSyZ https://t.co/zrb7J0YzS8

[Tom Sequist RICP® @SequistTMS]

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/a3hpx0emXy

[Tom Sequist RICP® @SequistTMS]

National Savings Day is October 12th! When is a good time to save vs. invest cash? In short, it depends on your goals. Learn more about how each strategy could help. https://t.co/LJz5MCl5wh

[Tom Sequist RICP® @SequistTMS]

Did you know you can use investment losses to offset your capital gains and reduce your tax bill? Learn more about how tax-loss harvesting can work for you: https://t.co/cNP1c6rTM3

[Tom Sequist RICP® @SequistTMS]

90 years in, and we're still innovating. Proud to be part of a Firm that never stops evolving. https://t.co/x9ycphevCo

[Tom Sequist RICP® @SequistTMS]

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 24 years ago.

[Tom Sequist RICP® @SequistTMS]

A life insurance policy can be customized to provide the coverage you may need at different stages of life. Learn how life insurance can help you protect your loved ones and help ensure their financial security. https://t.co/nDrmFJkW0Y

[Tom Sequist RICP® @SequistTMS]

Help your college student protect their identity and data with these simple cybersecurity steps. https://t.co/Sm1O4rmI4q

[Tom Sequist RICP® @SequistTMS]

As a differentiated strategy encompassing various aspects of alternative investments, special situations may offer appealing opportunities in the current environment. Find out more in On the Markets. https://t.co/pHVvNuyFMR

[Tom Sequist RICP® @SequistTMS]

Traveling abroad can be expensive, but there are ways to save time, fees and possible stress. Here are few tips for an enjoyable travel experience. https://t.co/pjHKrVHtwf

[Tom Sequist RICP® @SequistTMS]

Wishing everyone a safe and joyful Independence Day! Today is a great time to pause, spend time with loved ones, and reflect on the things that matter most - family, community, and gratitude.

[Tom Sequist RICP® @SequistTMS]

You've been named as executor of your parents' will. Now what? This checklist can help you navigate the complexities of estate administration. https://t.co/VwuHA4ZZ5N