Luis A. Guzman CFP Morgan Stanley Wealth Management

Luis A. Guzman CFP Morgan Stanley Wealth Management Financial Advisor at Morgan Stanley. Check out my website to schedule time with me. MSSB is not responsible for content posted by third-parties.

I empower my clients so they can take care of their families & health both now and in the future. NMLS: 1375083

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What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills? Take ...
10/29/2025

What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills? Take a look at this article to learn how it may complement your overall financial plan and long-term goals.

morganstanley.com

On National Savings Day, let's celebrate the power of financial literacy. Understanding the difference between saving an...
10/12/2025

On National Savings Day, let's celebrate the power of financial literacy. Understanding the difference between saving and investing is essential for building a secure financial future. Embracing both strategies could help you achieve your goals and enhance your financial well-being.

morganstanley.com

I'm excited to share that I've joined Center Gen Wealth Management Group at Morgan Stanley! Our team is dedicated to sup...
08/12/2025

I'm excited to share that I've joined Center Gen Wealth Management Group at Morgan Stanley! Our team is dedicated to supporting clients and their families at every financial stage, from starting a career to planning for retirement and beyond. With a collaborative and multi-generational approach, we're here to provide continuity and diverse perspectives to help you achieve your financial goals. I'm looking forward to working together!

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Address

4225 Naperville Road Suite 255
Lisle, IL
60532

Telephone

+16302456015

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