The Radcliff-Schatzman Group at Morgan Stanley

18/11/2023

On this Family Volunteer Day, the Radcliff-Schatzman Group took the time to stuff Teddy Bears for Operation Gratitude. This operation is close to our hearts as each Teddy Bear will be given to children of deployed service men and women.

11/11/2023

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for your service.

03/10/2023

The Radcliff-Schatzman group would like to highlight Cassandra's daughter, Olivia, for competing in her first Alabama state competition for horse riding where she placed fourth! We are so proud of all her hard work and wish her good luck in future competitions!

29/09/2023

The Radcliff-Schatzman Group would like to congratulate one of our own, Chesley Allegri, on her 5 year anniversary here at Morgan Stanley. Chesley has been a big help to the Radcliff-Schatzman Group and we thank her for the time and commitment she brings to work each day!

12/06/2023

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.

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15/05/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.16% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3Bq8zfE

11/05/2023

Without a succession plan in place for your art collection, your heirs may be entangled in a legal battle for ownership. Let’s sit down and discuss a plan for your art collection.

Having an estate plan that considers your collection’s legacy may help preserve its value and avoid trouble for future generations.

01/05/2023

A big win for the Morgan Stanley Radcliff-Schatzman Wealth Management Group: My partner Self Radcliff was just named to the Forbes Best-In-State Wealth Advisors ranking. Congratulations to Self and all the Morgan Stanley Financial Advisors who continuously demonstrate a commitment to taking care of their clients with an eye toward raising standards in our industry.

[Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22. https://mgstn.ly/3Lupjaq]

27/02/2023

Our team member, Chris Schatzman, was humbled to join Pilots for Christ recently to help transport a cancer patient to treatment. PFC provides flights to patients needing critical care that are physically unable to travel by other means. Thank you for your service, Chris!

21/02/2023

Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.

The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.

16/02/2023

Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your savings.

The unpredictability of financial markets can disrupt even the best-laid retirement plans. These five strategies may help investors stay on track.

31/01/2023

Team Community Spotlight: Cassandra's daughter and horse, Bleu, participated in the Rebel Hearts Horse Show on Saturday. She competed in 12 English and Western classes and won 8 ribbons. She was also awarded as Pony Highpoint Champion. She has been riding for 1 ½ years. Congratulations, Olivia!