Lona McManus, Financial Advisor at Morgan Stanley

Lona McManus, Financial Advisor at Morgan Stanley

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Financial Advisor at Morgan Stanley I’ve seen a lot of change, and challenges working in that arena. I look forward to connecting with you. NMLS#: 2370618

Being in philanthropy for 20 years prior to becoming a licensed financial services professional, I was honored to work with numerous anchoring institutions and strategically minded, generous people to build the capacity of our region. My aim is to help bring new, practical ways to support individuals, non-profits organizations and for-profit businesses, so they may thrive and grow their communitie

08/13/2026

What becomes possible with extraordinary access backed by thoughtful support at every step?

Lifestyle Advisory by Morgan Stanley connects you to a premier network of specialists who can provide guidance and facilitate curated, discreet introductions—helping you and your family pursue meaningful experiences with greater confidence and ease.

From bespoke travel to health and wellness, home management, security and personal pursuits, let us help you discover more possibilities for elevated living.
https://livesocial.seismic.com/1P56d

08/12/2026

If one of their grandchildren emailed saying they needed emergency money wired to a new account right away, would your loved one send it without verifying? Watch this video to learn about common scams targeting the elderly, and let me know how I can help answer your questions about cybersecurity best practices.

08/10/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/aGv36B

An Unforgiving Mood 08/06/2026

Why has the market's mood soured in recent weeks? Investors seem to want more compensation for risk and this could be a healthy development.

An Unforgiving Mood brightcove.net

On the Markets: Capital Discipline Slowly Returns 08/05/2026

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressing local concerns about data centers. Find out more in On the Markets.

On the Markets: Capital Discipline Slowly Returns morganstanley.com

05/26/2026

I'm pleased to share that I'm now a CFP® professional.

To me, comprehensive financial planning goes beyond investments—it brings together retirement planning, tax strategy, estate planning, and risk management, all guided by a fiduciary standard.

Earning the CFP® designation has been a rigorous and rewarding journey, and my focus remains the same: helping clients navigate life's most important financial decisions with clarity and confidence.

If you're looking to build a plan—or refine the one you have—I'd welcome the chance to connect and explore what's possible.

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Houston, TX