Lori Villegas - Morgan Stanley

(on south exeter)
Financial and Investment Services in Baltimore, MD
Financial and Investment Services

Location

650 South Exeter St.
Baltimore, MD
21202

Photos

Lori Villegas - Morgan Stanley Photo

Services

  • Wealth Planning
  • Private Wealth Management
  • Institutional Investment

Latest

Exciting news to share: I’ve been named a 2020 Top Wealth Advisor Mom by Working Mother Magazine. It’s an honor to be a part of this group of talented women. Congratulations to my fellow Morgan Stanley Financial Advisors who were also recognized! MORGANSTANLEY.COM 2020 Working Mother’s 200 Wealth Advisors | Morgan Stanley
Hackers and fraudsters work around the clock. We do too. See how Morgan Stanley proactively learns from and responds to cybersecurity threats. YOUTUBE.COM Going on the Offensive
We expect volatility to remain high for the next two to three months as our fragile economy absorbs some recent disappointments. Learn more: MORGANSTANLEY.COM How Policy Uncertainty May Have Caused Latest U.S. Correction | Morgan Stanley
“60% of carbon emissions come from energy and this is a key area where we can reduce emissions by using technology.” Jessica Alsford, Head of Global Sustainability Research, discusses how investing in technology can help curb carbon emissions. MORGANSTANLEY.COM Curbing Carbon Using Technologies | Morgan Stanley
Broad rally across equities on Monday as markets look to recover following four consecutive weeks of declines. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
I’d like to wish a meaningful fast to my friends observing Yom Kippur.
At Morgan Stanley, we’re focused on fortifying your finances no matter what—whether that means revisiting your retirement plans, balancing out your budget, or reassessing long-term goals. It’s your life and your wealth. Let’s make a plan to better it, together. MORGANSTANLEY.COM Your Life, Your Wealth: Planning for a New Tomorrow | Morgan Stanley
Smart devices can be lucrative targets for cyber thieves. See how to protect your IoT devices while still enjoying their benefits. MORGANSTANLEY.COM Protecting Your Smart Devices | Morgan Stanley
Stocks rally while long-end rates test four-month highs as markets react to the latest updates in Washington. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Markets sell off on Tuesday as stimulus hopes fade. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Make the most of being a Morgan Stanley client with our financial management tools available on Morgan Stanley Online. If you aren’t using our tools already, let’s talk. MORGANSTANLEY.COM Online Financial Tools | Morgan Stanley
Fall is right around the corner. Here are some financial tips to help you set yourself up for a successful year-end and a better 2021. MORGANSTANLEY.COM Fall Planning for Your Finances | Morgan Stanley
As we adjust to a new normal, now is the time to revisit your personal financial strategy with a fresh perspective—whether that’s revising wealth plans, bolstering budgets, or simply getting started. Contact me today to plan for a new tomorrow. MORGANSTANLEY.COM www.morganstanley.com
We are Morgan Stanley at Work. With equity compensation, financial wellness, and retirement solutions, we help companies offer their employees benefits that replace financial distractions with newfound confidence. MORGANSTANLEY.COM Workplace Financial Solutions | Morgan Stanley At Work
As education costs rise, it's critical to start planning early. The right college savings strategy can help ease financial stress for you and your family. Start by finding answers to key questions here. MORGANSTANLEY.COM Planning for the Rising Cost of Education | Morgan Stanley
The internet can be a risky playground for kids and teens. It’s important to educate them about how to engage with others online and explain what content is ok to share. YOUTUBE.COM Social Media Safety For Kids
While stocks have grown more volatile as the election approaches, interest rates have barely budged. That may not last once the election outcome is clear. Here’s why: MORGANSTANLEY.COM An Election Investing Strategy from Now to November | Morgan Stanley
You still have time to make some money moves before the end of the year. Read about what steps we can take to help prepare you for 2021. MORGANSTANLEY.COM Fall Planning for Your Finances | Morgan Stanley
As the healthcare industry reaches a seminal moment, learn three key topics that will shape its future. MORGANSTANLEY.COM 3 Themes Shaping Healthcare | Morgan Stanley
Seniors face unique cybersecurity threats, but are often unaware of the risks. Speaking to our parents, grandparents and loved ones about online security can help protect them from fraud. YOUTUBE.COM Steering Clear of Scams For Seniors
Would you like to get started investing for a future goal? See our guide: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
The U.S. stock market is lurching between bursts of exuberance and bouts of doubt and anxiety. See three temporary concerns that are likely contributing to this trading range: MORGANSTANLEY.COM Could U.S. Markets Soon Get Unstuck? | Morgan Stanley
The end of the year will be here before you know it. Learn the money moves you can make this Fall to help set yourself up for 2021. MORGANSTANLEY.COM Fall Planning for Your Finances | Morgan Stanley
Stocks fade to begin the week as earnings season, politics, pandemic in focus. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Markets bounce back on Thursday as GDP report shows US economy returned to growth in 3Q. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
A username and password are no longer enough to protect access to your sensitive accounts. Consider using a security key, the most advanced form of multi-factor authentication available YOUTUBE.COM What is a Security Key?
Congress is unlikely to impose new taxes on individuals in 2021 regardless of the political party in office. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn why. DM me for a copy.
Global stocks sell off as markets digest politics, earnings and new lockdowns in Europe. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Checking in on the state of your parents’ estate isn’t easy. Let’s connect to start the estate planning strategy process with your family. MORGANSTANLEY.COM The State of Your Parents' Estate | Morgan Stanley
Cyberthieves are increasingly targeting remote workers. See how employees and employers can protect themselves. MORGANSTANLEY.COM Cybersecurity Tips for Remote Work | Morgan Stanley
Stocks rally, led by healthcare and tech, as markets react to initial election results. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
While market performance is more closely correlated with the business cycle than with the political party in office, the two sides present different sector-level risks and opportunities. Learn which sectors we believe may benefit under each candidate. DM me for a copy of our report, “US Policy Pulse: Biden vs. Trump: Sector Risks and Opportunities."
Back-to-back rallies for the S&P 500 as markets await election results. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
A busy week for markets kicks off on a high note as S&P 500 jumps back above 3,300. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
With so much uncertainty over the next month, our strategists say a pullback in the stock market is likely in the near term. Wealth Management’s Dan Skelly explains why on Bloomberg. MORGANSTANLEY.COM Skelly: Why a Pullback for Stocks Is Likely | Morgan Stanley
Don't forget to turn those clocks back - it's Daylight Savings!
Even if your financial goals may seem out of reach, it’s never too late to course-correct—and it might be easier than you think. Together, we can make a strategy for your new tomorrow. Contact me today to get back on track. MORGANSTANLEY.COM What to Do If You Are Off Track on Your Goals | Morgan Stanley
Stocks rally on Friday as S&P 500 closes at new record high. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Stocks fade on Thursday as back-and-forth week in markets continues. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
I can help get you back to the bigger picture for your life and your wealth. Let’s talk soon about re-building your budget to benefit your overall wealth strategy. MORGANSTANLEY.COM 9 Steps to Help Build the Best Budget for You | Morgan Stanley
On Veteran’s Day, and every day, I’m grateful to those who have served.
Even with outstanding insurance coverage, there are still hidden risks you may not see coming. Learn more about how a simple risk assessment can go a long way in closing any coverage gaps and help you avoid major loss or liability. MORGANSTANLEY.COM How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one year—as much as $75,000 (or $150,000 for married couples). Learn more. MORGANSTANLEY.COM Give the Gift of Education Savings This Holiday Season | Morgan Stanley
Late-session slide sees markets finish in the red on Wednesday. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
The holidays might look different this year, but one thing that won't change is our desire to give to the people and causes we care about. Here are some modern ways to do it. MORGANSTANLEY.COM Your 2020 Guide to Holiday Giving | Morgan Stanley
The COVID-19 crisis has been a catalyst for transformation of the technology sector. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
What are the risks to travel right now and how can you do it safely? Learn what some establishments are doing to increase safety measures: MSRESERVED.COM Keeping You Safe While Traveling During COVID
Social media apps and websites allow us to communicate and keep in touch with our friends and family, but what we post online can also be exploited. Make sure to think twice before posting sensitive information. YOUTUBE.COM Limit the Information You Share Online - YouTube
Happy Thanksgiving to those with us and those far away.
As Thanksgiving approaches in the U.S., it’s worth taking a moment to be thankful for potential vaccines, a remarkably resilient economy and the strength of the human spirit. MORGANSTANLEY.COM Giving Thanks for a Brighter 2021 | Morgan Stanley
US stocks surge Tuesday as Dow Jones Industrial Average tops 30,000 for first time ever. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Sometimes it’s hard to tell a legitimate charity from a scam. Use these tips during the holidays to help ensure your money is going to those in need. MORGANSTANLEY.COM Security Tips for the Giving Season | Morgan Stanley
Tax-smart investing can help you lower your tax burden and increase your long-term wealth. Here are some year-end tax management strategies to consider. MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Planning for your next American road trip? Here are some tips to travel smartly and safely and some perks for Morgan Stanley Reserved Living & Giving members! MSRESERVED.COM The Great American Road Trip
In the next few months, positive catalysts are likely to dominate the economic outlook. See three signs of light at the end of the 2020 tunnel: MORGANSTANLEY.COM Seeing Light at the End of the Tunnel | Morgan Stanley
Your phone is the gateway to some of your most sensitive accounts. What is the most important thing you can do to help secure your device? YOUTUBE.COM How to Protect Your Mobile Phone
Although the U.S. faces a challenging winter, vaccine availability and momentum could propel the economy to expand an impressive 6% in 2021. The outlook for investors. MORGANSTANLEY.COM Special Episode: 2021 U.S. Outlook | Morgan Stanley
End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday. MORGANSTANLEY.COM Your 2020 Guide to Holiday Giving | Morgan Stanley
With uncertainty around tax code changes as year-end approaches, now may be a good time to revisit your estate planning strategy and take advantage of the current Unified Lifetime Gift Tax Exemption to make 529 plan contributions for your family’s education. MORGANSTANLEY.COM Give the Gift of Education Savings This Holiday Season | Morgan Stanley
See four reasons why an economic surge in the U.S. early next year will likely lead to a rotation in market leadership: MORGANSTANLEY.COM Preparing Your Portfolio for a “Coiled Spring” Economy | Morgan Stanley
After a year of chaos, the 2021 investment outlook is refreshingly normal: Trust the recovery and, for most assets, stick with the early-cycle playbook. MORGANSTANLEY.COM 2021 Investor Strategy Outlook: 6 Takeaways for the Year Ahead | Morgan Stanley
Creating a budget and sticking to it can be difficult, but it doesn’t have to be. Learn how our Spending and Budgeting tool can help. We can use it together. MORGANSTANLEY.COM Online Financial Tools | Morgan Stanley
In the next few months, positive catalysts are likely to dominate the economic outlook. See three signs of light at the end of the 2020 tunnel: MORGANSTANLEY.COM Seeing Light at the End of the Tunnel | Morgan Stanley
Your phone is the gateway to some of your most sensitive accounts. What is the most important thing you can do to help secure your device? YOUTUBE.COM How to Protect Your Mobile Phone
Although the U.S. faces a challenging winter, vaccine availability and momentum could propel the economy to expand an impressive 6% in 2021. The outlook for investors. MORGANSTANLEY.COM Special Episode: 2021 U.S. Outlook | Morgan Stanley
Tuesday's rally snaps four-day streak of losses for the S&P 500. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
The top-five stocks in the S&P 500 make up more than 20% of the index, introducing concentration risk. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
You use your phone to track your physical wellness -- why not use it to track your financial wellness too? The Morgan Stanley Mobile App makes managing your money easier than ever. Learn more: MORGANSTANLEY.COM Online Wealth Management | Morgan Stanley
Would you like to get started investing for a future goal? See our guide: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Are you considering giving to charity during the holidays? A donor advised fund allows you to donate in an easy, tax-advantaged way without feeling rushed into a decision about which charities to support before year-end. MORGANSTANLEY.COM Donor Advised Funds: Giving to Charity | Morgan Stanley
Why the global V-shaped economic recovery has stayed on track, despite recently rising COVID cases and shutdowns, putting 6.4% GDP growth in reach for 2021. MORGANSTANLEY.COM 2021 Global Economic Outlook: The Next Phase of the V | Morgan Stanley
Taking steps to lessen the amount that taxes take out of your retirement portfolio can help you keep more of your nest egg. Here’s how: MORGANSTANLEY.COM Tax-Smart Strategies for Your Retirement | Morgan Stanley
Today is the first day of winter! What traditions are you looking forward to this season?
Still looking for the perfect gift? Make an impact when you shop from Morgan Stanley Gifts for Good Guide. MSRESERVED.COM Gifts for Good
Tax efficiency makes a big difference. Let’s talk before year-end. MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected. MORGANSTANLEY.COM How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
Worried about protecting an elderly loved one from cybersecurity threats? See our guide for caregivers. MORGANSTANLEY.COM Seniors’ Guide to Cybersecurity | Morgan Stanley
A key strategy for boosting potential long-term returns is minimizing the impact of taxes across your investments. Let’s create a strategy that’s right for you. MORGANSTANLEY.COM These Steps May Reduce Your Taxes | Morgan Stanley
Taking steps to lessen the amount that taxes take out of your retirement portfolio can help you keep more of your nest egg. Here’s how: MORGANSTANLEY.COM Tax-Smart Strategies for Your Retirement | Morgan Stanley
Today is the first day of winter! What traditions are you looking forward to this season?
Still looking for the perfect gift? Make an impact when you shop from Morgan Stanley Gifts for Good Guide. MSRESERVED.COM Gifts for Good
Tax efficiency makes a big difference. Let’s talk before year-end. MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected. MORGANSTANLEY.COM How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
Wishing everyone a happy and healthy New Year!
Small reductions in tax costs can have enormous consequences for wealth accumulation. Consider these techniques to help you keep more money growing. Learn more: MORGANSTANLEY.COM Elements of a Tax-Smart Portfolio | Morgan Stanley
2020 is almost over. Consider incorporating tax-efficient investment strategies into your wealth plan today to help you build more wealth for tomorrow. Learn more here: MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
A key strategy for boosting potential long-term returns is minimizing the impact of taxes across your investments. Let’s create a strategy that’s right for you. MORGANSTANLEY.COM These Steps May Reduce Your Taxes | Morgan Stanley
Taking steps to lessen the amount that taxes take out of your retirement portfolio can help you keep more of your nest egg. Here’s how: MORGANSTANLEY.COM Tax-Smart Strategies for Your Retirement | Morgan Stanley
Today is the first day of winter! What traditions are you looking forward to this season?
Check in on your portfolio from wherever you are with Morgan Stanley Online. Learn more about how secure and easy it is to manage your investments and everyday finances: MORGANSTANLEY.COM Mobile App & Online Wealth Management | Morgan Stanley
Stocks rally for a third consecutive session as S&P 500 eclipses 3,800 for first time in history. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
US stocks move lower on the first trading day of 2021. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
What are your New Year’s resolutions this year? If getting your finances organized is one of them —keep track of spending, budgeting and savings with the Morgan Stanley Spending + Budgeting Tool. Learn more and let’s talk soon about your goals for 2021. MORGANSTANLEY.COM Online Financial Tools | Morgan Stanley
Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Wishing everyone a happy and healthy New Year!
The first 200 days of a president’s term stands out in terms of stock market performance compared with other time periods. See “US Policy Pulse: Preparing for Biden’s First 100 Days,” to learn more. DM me for a copy.
Global demand for food is expected to increase 50% by 2050, at a time when climate change threatens key crops. 4 key sectors could provide answers. MORGANSTANLEY.COM The Future of Food: 4 Solutions for a Hungry Planet | Morgan Stanley
Learn about the gaining popularity of SPACs and why issuers, companies and investors are choosing it vs. IPOs. MORGANSTANLEY.COM SPACs, an IPO Alternative, Explained | Morgan Stanley
As we add more and more smart devices to our daily lives, we face a tradeoff between privacy and convenience. What’s the right balance for you? YOUTUBE.COM Should You Be Worried About Your “Smart” Devices?
Check in on your portfolio from wherever you are with Morgan Stanley Online. Learn more about how secure and easy it is to manage your investments and everyday finances: MORGANSTANLEY.COM Mobile App & Online Wealth Management | Morgan Stanley
Stocks rally for a third consecutive session as S&P 500 eclipses 3,800 for first time in history. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets? MORGANSTANLEY.COM Rates and FX Markets Eye the U.S. Policy Path | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Recent election outcomes point to less gridlock ahead in D.C., which could prompt economic reflation and sector rotation. Learn more: MORGANSTANLEY.COM 3 Takeaways from a More Unified Government | Morgan Stanley
These days many of us are moving everyday activities online, from socializing to learning to managing sensitive accounts. You can help protect yourself and your personal information by applying some simple cyber best practices. YOUTUBE.COM Stay Safe Online
The first 200 days of a president’s term stands out in terms of stock market performance compared with other time periods. See “US Policy Pulse: Preparing for Biden’s First 100 Days,” to learn more. DM me for a copy.
For children, stressors like isolation, financial changes and food insecurity rank higher than COVID-19 itself. That’s just one finding from new research, sponsored by Morgan Stanley, from our partners at the Child Mind Institute. Learn more: MORGANSTANLEY.COM Coronavirus and Mental Health: A Study | Morgan Stanley
Setting smart financial goals for yourself can help you get back on track after a challenging year. Here’s how to get started. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
All three major US stock averages close at new all-time highs on Wednesday as 4Q earnings and Presidential Inauguration in focus. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Flip through this presentation to see your ideal level of accumulated retirement savings based on your age and income: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets? MORGANSTANLEY.COM Rates and FX Markets Eye the U.S. Policy Path | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
What does the word “no” mean to you? Krystal Barker Buissereth, Head of Financial Wellness, believes that nothing is impossible. Learn which three key attributes she credits to building a successful career in this video. YOUTUBE.COM Morgan Stanley Women Without Limits: Krystal Barker Buissereth
Markets slide as S&P 500 wraps up worst week in three months. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Learn how markets can help address complex ESG problems such as coronavirus, climate change and inequality. MORGANSTANLEY.COM How Business Can Drive Sustainability | Morgan Stanley
Practicing good password security is one of the best steps to improve your online safety. Learn how to add layers of security to your accounts, from complex passwords to password managers. YOUTUBE.COM Password Security
S&P 500 records worst day in three months as earnings, FOMC in focus. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
The potential drag from taxes on investment returns is not always clear, but can be material. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
New car? eAuthorizations makes it easy to securely approve your down payment with one click. Enroll now on the Morgan Stanley Mobile App. MORGANSTANLEY.COM Online Security Center - Digital Tools | Morgan Stanley
Four-day rally for S&P 500 sees index recoup last week's losses, close at new all-time high. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Even though last year’s “stay at home” winners outperformed in January, we suggest investors emphasize less expensive stocks tied to the post-pandemic economic recovery. Here’s why: MORGANSTANLEY.COM Keep Your Eyes on the Recovery | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals. MORGANSTANLEY.COM Preparing for a Post Pandemic Market | Morgan Stanley
S&P 500 rallies for second straight day as markets recover from last week's slide. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
Make being cyber smart part of your 2021 game plan. Each year, hackers try out new tricks. Ensure you’re staying one step ahead. Improve your cyber intelligence with our Personal Cybersecurity Checklist: MORGANSTANLEY.COM Personal Cybersecurity Checklist | Morgan Stanley
Climate change, security and telecoms are among the key themes driving a boom in the space economy. Here's a look behind the increased interest. MORGANSTANLEY.COM 2021: A New Space Economy | Morgan Stanley
2020 was a year of change, including in tax law! Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help.
No matter which team you’re rooting for, or if you’re just into it for the snacks, enjoy the big game this weekend! Get in touch if you want help with your financial game plan for this year.
New car? eAuthorizations makes it easy to securely approve your down payment with one click. Enroll now on the Morgan Stanley Mobile App. MORGANSTANLEY.COM Online Security Center - Digital Tools | Morgan Stanley
Four-day rally for S&P 500 sees index recoup last week's losses, close at new all-time high. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
The skills that make or break your golf game can do the same for your portfolio—so take these tips to the links and the market. MORGANSTANLEY.COM The Surprising Connection Between Golf and Investing | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day. MORGANSTANLEY.COM Tips to Prepare for Tax Day | Morgan Stanley
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Did you know that 90% of women have one or more risk factors for developing heart disease? Join me in raising awareness by knowing the facts. #GoRedforWomen GOREDFORWOMEN.ORG Facts
Make being cyber smart part of your 2021 game plan. Each year, hackers try out new tricks. Ensure you’re staying one step ahead. Improve your cyber intelligence with our Personal Cybersecurity Checklist: MORGANSTANLEY.COM Personal Cybersecurity Checklist | Morgan Stanley
Climate change, security and telecoms are among the key themes driving a boom in the space economy. Here's a look behind the increased interest. MORGANSTANLEY.COM 2021: A New Space Economy | Morgan Stanley
There is no single "best age" to start claiming Social Security. Learn about factors to consider when deciding: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Young people of color have been disproportionately impacted by multiple crisis– COVID-19 pandemic, the related financial crisis, and racial injustices. Join us February 24th for a session with Steve Fund, a member of the Morgan Stanley Alliance for Children’s Mental Health, focused on how to raise our consciousness as parents and individuals to understand how we can support our children as we recover and heal from this challenging time period. If you’re interested in attending, DM me for the registration details.
The travel industry has been hit hard by the COVID-19 pandemic. But what could be gained as the industry reopens and reimagines itself? Find out more in this episode of the Morgan Stanley podcast Now, What’s Next? MORGANSTANLEY.COM Reimagining Travel | Now, What's Next? from Morgan Stanley
Learn where investors may want to look for opportunities, in what could be year two of the bull market. MORGANSTANLEY.COM 2021 Stocks: Optimistic but Buckle Up | Morgan Stanley
The skills that make or break your golf game can do the same for your portfolio—so take these tips to the links and the market. MORGANSTANLEY.COM The Surprising Connection Between Golf and Investing | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day. MORGANSTANLEY.COM Tips to Prepare for Tax Day | Morgan Stanley
Stocks bounce back on Monday as strong ISM report kicks off busy week of economic data. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.
S&P 500 snaps five session string of losses with back-to-back rallies. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Cooperation between businesses and regulators as they combat COVID-19 is leading to more innovation in health care. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Have your paid your taxes yet? You can now electronically authorize checks to third parties using eAuthorizations on Morgan Stanley Online or the Mobile App. So save a trip to the Post Office and enroll in eAuthorizations today. MORGANSTANLEY.COM Online Security Center - Digital Tools | Morgan Stanley
According to a recent Small Business Administration survey, 88% of small business owners feel vulnerable to a cyber-attack. Statistics like this prove that cybersecurity has never been more important. Here are some key resources to help you protect yourself from cybercrime: MORGANSTANLEY.COM Online Security Center - How To Protect Yourself | Morgan Stanley
Stocks snap three-day string of losses following strong February payrolls report. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Yields higher, stocks lower as NASDAQ 100 teeters on correction territory. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Widespread agreement about where the economy and markets are heading may set up risks for later this year. Here’s why: MORGANSTANLEY.COM Consensus on Recovery Could Lead to Market Instability | Morgan Stanley
Rising Treasury yields continue to weigh on tech/growth stocks as markets fall on Wednesday. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Stocks bounce back on Monday as strong ISM report kicks off busy week of economic data. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.
As we celebrate Women’s History Month, let’s continue to find ways to highlight the impact of women across society. Let’s talk about opportunities that may help drive social change and greater gender equality. MORGANSTANLEY.COM Women Changing the Conversation | Morgan Stanley
Bounce-back in technology stocks sends S&P 500 to new all-time closing high. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Ten key themes may reshape global markets this year and drive a shift in the profile of winners and losers. MORGANSTANLEY.COM 2021 Investing: Top 10 Trends to Watch | Morgan Stanley
After dipping into correction territory, NASDAQ 100 bounces back on Tuesday. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Ten key themes may reshape global markets this year and drive a shift in the profile of winners and losers. MORGANSTANLEY.COM 2021 Investing: Top 10 Trends to Watch | Morgan Stanley
Tax fraud schemes topped $2.3 billion last year, according to the IRS. Learn about tax fraud prevention tips and warning signs, as well as what steps to take if you’re a victim. MORGANSTANLEY.COM Tax Season Cybersecurity Tips | Morgan Stanley
By 2030, women are expected to control more than $30T in US household financial assets. Learn what’s needed to make the most of your finances, even when life throws a curveball. MORGANSTANLEY.COM Unique Financial Challenges Women Face | Morgan Stanley
As a 2019 MAKER at Morgan Stanley, I want to recognize the achievements of 18 outstanding Morgan Stanley colleagues in 2021 as part of our partnership with MAKERS, a project dedicated to celebrating the stories of women’s accomplishments in their careers, communities and beyond. #MorganStanley #WomeninFinance MORGANSTANLEY.COM Morgan Stanley Wealth Management Names 18 Women and Advocates to MAKERS Class of 2021 | Morgan Stanley
As we celebrate Women’s History Month, let’s continue to find ways to highlight the impact of women across society. Let’s talk about opportunities that may help drive social change and greater gender equality. MORGANSTANLEY.COM Women Changing the Conversation | Morgan Stanley
Bounce-back in technology stocks sends S&P 500 to new all-time closing high. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Ten key themes may reshape global markets this year and drive a shift in the profile of winners and losers. MORGANSTANLEY.COM 2021 Investing: Top 10 Trends to Watch | Morgan Stanley
After dipping into correction territory, NASDAQ 100 bounces back on Tuesday. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
As we celebrate Women's History Month, join us for a conversation with Danica Patrick, a woman of many firsts, from Racecar Driver to Entrepreneur. Register here by Friday March 26th for the event on March 29th at 4pm ET. Reach out to me if you have any questions. #MorganStanley #WomensHistoryMonth MORGANSTANLEY.ZOOM.US Welcome! You are invited to join a webinar: GET PRETTY INTENSE WITH DANICA PATRICK: FROM THE MID-WEST, TO MOTORSPORT, TO ENTREPRENEUR, TO DREAM-MAKER. After registering, you will receive a confirmation email about joining the webinar.
Tax year 2020 isn’t done until you file your returns in 2021. As you prepare to file your income tax returns, review our checklist and resources for helpful tips and reminders: https://mgstn.ly/3vhwdGT
Don’t let the comforts of home cause you to relax your security standards. Home workstations are now 350% more likely to contain malware than an in-office corporate network. Stay informed and learn how protect yourself from potential threats: MORGANSTANLEY.COM Cybersecurity Tips for Remote Work | Morgan Stanley
By 2030, women are expected to control more than $30T in US household financial assets. Learn what’s needed to make the most of your finances, even when life throws a curveball. MORGANSTANLEY.COM Unique Financial Challenges Women Face | Morgan Stanley
As a 2019 MAKER at Morgan Stanley, I want to recognize the achievements of 18 outstanding Morgan Stanley colleagues in 2021 as part of our partnership with MAKERS, a project dedicated to celebrating the stories of women’s accomplishments in their careers, communities and beyond. #MorganStanley #WomeninFinance MORGANSTANLEY.COM Morgan Stanley Wealth Management Names 18 Women and Advocates to MAKERS Class of 2021 | Morgan Stanley
As we celebrate Women’s History Month, let’s continue to find ways to highlight the impact of women across society. Let’s talk about opportunities that may help drive social change and greater gender equality. MORGANSTANLEY.COM Women Changing the Conversation | Morgan Stanley

Information

Company name
Lori Villegas - Morgan Stanley
Category
Financial and Investment Services
Est
1935

FAQs

  • What is the phone number for Lori Villegas - Morgan Stanley in Baltimore MD?
    You can reach them at: 410-736-5570. It’s best to call Lori Villegas - Morgan Stanley during business hours.
  • What is the address for Lori Villegas - Morgan Stanley on south exeter in Baltimore?
    Lori Villegas - Morgan Stanley is located at this address: 650 South Exeter St. Baltimore, MD 21202.