Ben Proctor, CFP® @BenProctorMS
CERTIFIED FINANCIAL PLANNER™, Executive Director, Financial Advisor at Morgan Stanley. For more information please visit my website. fa.morganstanley.com/ben.proctor Lutherville, MD Joined May 2016-
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Don’t get fooled by these five holiday scams. Find out how to protect yourself. mgstn.ly/4aafGZJ
Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved. mgstn.ly/3ugRhBf
Explore the pay, benefits and bonus structures that single family offices are using to attract and retain talent in Morgan Stanley’s latest benchmarking report. morganstanley.com/single-family-…
Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. mgstn.ly/452hK2D
Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away from home. mgstn.ly/3LgpHtB
Can breakthrough ideas stop climate change and eliminate poverty? Morgan Stanley Research sits down with Bill Gates. mgstn.ly/45tIGIK
How can you create a family business that lasts? Learn about six key priorities to building a family enterprise that endures throughout the generations. Reach out if you’d like to discuss. mgstn.ly/3oWpSCo
Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your savings. mgstn.ly/3XFhC50
Near-term market action can stoke powerful emotions and cloud judgment. The team and I can help you stay focused on long-term investment goals. Let’s connect. mgstn.ly/3JosMI2
Some goals are a continual priority, but uncontrollable factors like market volatility could impact your progress. Let’s take some time to meet and make sure you’re on track. mgstn.ly/3HIYQ80
Before welcoming 2023, let’s takes some time to review this year’s financial progress towards your goals and plan for your priorities in the new year. mgstn.ly/3BIJtcm
Are you wondering when the bear market for stocks will finally end? Let’s discuss signs to watch and how to position your portfolio. hearsay.social/3h5qSjm
Did you know many long-term care costs are not covered by Medicare? Learn what options you have to help control your financial exposure to uncovered care costs. hearsay.social/3zu51Z5
Keeping excess cash out of the market may be the safest option in a tough economic climate, but there could be a big opportunity cost. Let’s discuss what you can do to help keep your money growing. hearsay.social/3s1k2O1
What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success. hearsay.social/3y6zz2q
As you approach retirement, consider shifting from growth to preservation. Watch to learn more steps you can take to plan for your retirement goals. mgstn.ly/3prV49o
When market volatility picks up, having a long-term horizon is an investor’s best strategy. hearsay.social/3z1tnbC
Recent market volatility has made it important to check the status of your retirement plan. Are you still on track toward meeting your investment goals? Let’s discuss how I can help. hearsay.social/3ASJuL9
Millions of people moved across state lines last year. If you’re one of them, you may want to make some changes to your portfolio. Here’s how I can help. hearsay.social/3uEct1w
Your income is one of your most valuable assets. Let’s make sure you’re taking steps to help protect it. mgstn.ly/3LtSR5R
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My Student Services @vandereharrisjr
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