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
Lona McManus, Financial Advisor at Morgan Stanley
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
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.
08/11/2026
What would a multi-year health care need mean for your finances and portfolio? Explore planning considerations. https://livesocial.seismic.com/a-VQZw
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
08/07/2026
Where could bitcoin go from here? Explore a framework our strategists use to think about potential long-term returns. https://livesocial.seismic.com/aQLEl2
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
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