Anita Oplotnik

We are thrilled to be a part of the 2026 Forbes Best-In-State Wealth Management Teams ranking. Our clients are at the heart of everything we do and their trust and confidence have been instrumental in achieving this recognition. It's an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

[Source: Forbes (Awarded Jan 2026). Data compiled by SHOOK Research LLC based for the period 3/31/24–3/31/25. https://livesocial.seismic.com/fClaak ]

Whether you're looking to optimize your wealth or establish a strong foundation for the future, my goal is to help you approach your finances with confidence and set the stage for a successful 2026. Join Morgan Stanley on January 12 for "Money Mindset Reset - The Power of Financial Planning" to help you clarify your financial priorities, identify spending patterns and explore strategies for managing income, expenses and savings. https://livesocial.seismic.com/ffAdSd

What could the year ahead look like for investors? Join Morgan Stanley Wealth Management on Tuesday, December 9 for a timely conversation about the economy and markets in 2026. Register here: https://livesocial.seismic.com/fY983W

The investment landscape is becoming more favorable, particularly for risky assets. See why in Morgan Stanley Research's 2026 Investment Outlook:https://livesocial.seismic.com/fnHcrP

Did you know that, under certain conditions, leftover 529 account assets may be rolled over to a Roth IRA for the designated beneficiary? Check out this article to learn more. https://livesocial.seismic.com/fALpj3

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

Protecting Your Retirement From Market Volatility | Morgan Stanley morganstanley.com

As a differentiated strategy encompassing various aspects of alternative investments, special situations may offer appealing opportunities in the current environment. Find out more in On the Markets.

On the Markets: Ending the Pause(s)? morganstanley.com

Effective estate planning is crucial for the "Sandwich Generation" balancing the dual responsibilities of caring for aging parents and supporting their own children. Join our webinar on August 4th to learn valuable strategies to manage these unique challenge and navigate finding financial security for you and your loved ones. Register here: https://livesocial.seismic.com/fWww2u

How could the new tax law affect your investment strategy? Check out this article for insight on the risks and opportunities. https://livesocial.seismic.com/fTFTV2

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/f8nTW_

Could you benefit from adding gold or silver to your portfolio? Learn why investing in precious metals may be worth considering. https://livesocial.seismic.com/fzcSry

I am excited to share that I was named to the 2025 Forbes ranking of Top Women Wealth Advisors Best-In-State. It's an honor to be recognized among this exceptional group of women.

I would like to thank David McBride and John Hiles for their hard work and dedication. I would also like to thank the rest of my team; Kelli Oplotnik, Diana DeFord, and Rebecca Yasinski. This recognition would not be possible without them.

[Source: Forbes (Awarded Feb 2025). Data compiled by SHOOK Research LLC based for the period 9/30/23–9/30/24. https://livesocial.seismic.com/fIO2aQ]