Lona McManus, Wealth Advisor Associate at Morgan Stanley

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.

Whether you're focused on climate change, gender equality, or affordable housing, the Morgan Stanley Impact Quotient® tool can help you measure your investments' impact.

A Powerful Tool Provides Insights to Sustainable Investors www.morganstanley.com

Our Money Monday program helps you make the most of your money. Learn insights from Wealth Management Chief Investment Officer Lisa Shalett about how investors like you can build an effective portfolio geared to your individual goals.

Money Monday with Lisa Shalett morganstanley.webcasts.com

Humans are living longer than ever before. How can we make the most of our extra time? Register and join us on Monday, May 20, for an insightful discussion with Dr. Joseph Coughlin, Director of the MIT AgeLab.

Lessons on Longevity with Dr. Joseph Coughlin morganstanley.webcasts.com

Stronger-than-expected economic growth may be a good thing, but it may also pressure inflation and present challenges to the Fed. Here's what investors should know.

Hot, Hot, Hot? players.brightcove.net

Should you be investing defensively or offensively in today's market? Check out our chief investment officer's view and let's discuss what makes sense for your portfolio.

Why the Stock Market Keeps Rising | Morgan Stanley www.morganstanley.com

Market signals and global dynamics suggest the US dollar's 16-year bull run may be poised to turn. Learn what this means for investor portfolios.

The players.brightcove.net

Could a weakening U.S. dollar weigh on stocks? I can help guide you on how this could impact your portfolio. Learn more.

How to Invest If the U.S. Dollar Loses Might | Morgan Stanley www.morganstanley.com

US stocks have outpaced international equities over the past 15 years, leaving investors feeling there's no other game in town. But here's why now may be time to rebalance toward non-US exposure.

US players.brightcove.net

Is it time to consider diversifying your portfolio geographically? Non-U.S. stocks may help. Find out why investing internationally may make sense for you.

The Case for International Stocks | Morgan Stanley www.morganstanley.com