Dawn L. Alexander, CFP, Financial Advisor at Morgan Stanley

03/08/2026

At some point, many women will find themselves managing finances independently due to divorce, widowhood, or a major life transition.

The most important step you can take is simple preparation.

Know where your accounts are held.
Know how to access documents.
Know who to call.
Know what your income sources are.

Financial organization is not about expecting something to happen. It is about protecting yourself and your family if it does.

Today we recognize the strength and resilience of women who step into financial leadership in their households and communities.

02/12/2026

This Valentine's Day is a good reminder of the value of commitment, particularly when markets feel uncertain.

Morgan Stanley's Four Key Investment Themes for 2026 highlight several forces that may shape the year ahead and reinforce a message that consistently matters: stay disciplined, remain diversified, and keep financial decisions anchored to long term goals rather than short term headlines.

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12/22/2025

As the year comes to a close, we extend our sincere thanks for the trust and relationships we value so deeply. Wishing you a peaceful holiday season and a bright, fulfilling New Year.

09/22/2025

Happy American Business Women's Day!

Today we recognize and celebrate the achievements, leadership, and contributions of women in business across the country. It's an opportunity to honor the trailblazers who paved the way and to support the continued growth and success of women in every industry.

09/05/2025

Happy International Day of Charity!

Today reminds us of the power of giving back and supporting causes that strengthen our communities. Whether through time, resources, or kindness, acts of charity create lasting impact and inspire positive chance. Let's celebrate generosity in all its forms.

08/26/2025

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy. Learn more about how you can make the most of your retirement savings

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08/18/2025

Don't let cybercriminals ruin your vacation. Here are three steps you can take to help protect your devices and data while traveling

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08/08/2025

Your last decade in the workforce can help set you up for success when you're ready to retire. Discover the steps we can take together to help ensure your golden years are what you intended them to be

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07/30/2025

Happy International Friendship Day!

Today is a perfect opportunity to appreciate the friends who support, inspire, and make us better. Let's celebrate the bonds that bring joy and meaning to our lives.

05/29/2025

📚 Happy National 529 Day! 📚

Today, we celebrate the importance of saving for education and the opportunities it creates for future generations. The 529 plan is a smart way to invest in your child's future, making education more accessible and affordable. Let's empower our kids to reach for their dreams! Click the article below to learn more about why 529 plans are a powerful tool for families looking to save for college or other educational expenses.

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05/26/2025

🇺🇸 Happy Memorial Day! 🇺🇸

Today, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom. Their courage and dedication inspire us to cherish every moment and uphold the values they fought for.