Adam M LaSacco
Vice President,
Financial Advisor
Direct:
(602) 954-5706(602) 954-5706
My Mission Statement
My goal is to serve the families of my community, prioritizing a unique and holistic approach.
My Story and Services
Adam LaSacco’s 17-year career in the financial industry has been guided by a deep passion for helping others and a commitment to continuous learning. Over the years, he’s gained a wealth of experience and professional focus, always striving to stay ahead of market trends while remaining deeply connected to the unique needs and goals of his clients. This balance is what truly fuels his passion and drives him every day.
What makes Adam stand out is his approach to building meaningful relationships with clients. He asks insightful questions that go beyond the surface, allowing him to understand each person as a whole. His focus is never just on the numbers; it’s about the experience and ensuring that every client feels supported and understood. With a talent for breaking down complex concepts, Adam makes financial planning clear and accessible, so clients can make informed decisions with confidence.
Adam’s journey in finance began in May 2007, just before the Global Financial Crisis. Witnessing the market’s dramatic downturn and the impact it had on people’s portfolios gave him a firsthand understanding of the importance of solid financial planning. Rather than just focusing on selling products, Adam learned the value of guiding clients through uncertainty, helping them make strategic decisions that align with their long-term goals.
He believes that the best client experience is shaped by a collaborative, well-structured team. That’s why he joined Morgan Stanley, leveraging the firm's depth of expertise across both public and private markets. With access to a full suite of services, including competitive lending, insurance specialties, and cash management solution, Adam ensures his clients receive the highest level of care and attention.
Adam’s leadership skills shine through in his ability to mentor and collaborate. He has led teams of investment analysts and worked alongside new associates, both locally and nationally, to develop thoughtful, well-rounded solutions for clients. For Adam, it’s all about bringing together diverse perspectives to provide the best possible outcomes.
Outside of work, Adam is deeply committed to his community. He’s been a finance and investment committee member at the Southwest Autism Research and Resource Center (SARRC) for nine years and volunteers with financial literacy programs for children. He’s also training his dog, Viggo, to become a therapy dog through Gabriel’s Angels, a program that brings the healing power of dogs to children.
Adam enjoys spending time with his family—his wife, Samantha, and their young son—and finds joy in activities that promote physical and mental well-being. Whether he’s enjoying the outdoors, playing with his dog, or reading, Adam is always seeking balance and new adventures. As an avid snowboarder for over 30 years, he’s passionate about exploring the slopes and finding new ways to grow, both personally and professionally.
Above all, Adam cherishes the moments he spends with his son, watching him discover the world and learn new things every day. It’s this sense of wonder and curiosity that reminds Adam why he’s so dedicated to helping others achieve financial security and pursue their goals with confidence.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
What makes Adam stand out is his approach to building meaningful relationships with clients. He asks insightful questions that go beyond the surface, allowing him to understand each person as a whole. His focus is never just on the numbers; it’s about the experience and ensuring that every client feels supported and understood. With a talent for breaking down complex concepts, Adam makes financial planning clear and accessible, so clients can make informed decisions with confidence.
Adam’s journey in finance began in May 2007, just before the Global Financial Crisis. Witnessing the market’s dramatic downturn and the impact it had on people’s portfolios gave him a firsthand understanding of the importance of solid financial planning. Rather than just focusing on selling products, Adam learned the value of guiding clients through uncertainty, helping them make strategic decisions that align with their long-term goals.
He believes that the best client experience is shaped by a collaborative, well-structured team. That’s why he joined Morgan Stanley, leveraging the firm's depth of expertise across both public and private markets. With access to a full suite of services, including competitive lending, insurance specialties, and cash management solution, Adam ensures his clients receive the highest level of care and attention.
Adam’s leadership skills shine through in his ability to mentor and collaborate. He has led teams of investment analysts and worked alongside new associates, both locally and nationally, to develop thoughtful, well-rounded solutions for clients. For Adam, it’s all about bringing together diverse perspectives to provide the best possible outcomes.
Outside of work, Adam is deeply committed to his community. He’s been a finance and investment committee member at the Southwest Autism Research and Resource Center (SARRC) for nine years and volunteers with financial literacy programs for children. He’s also training his dog, Viggo, to become a therapy dog through Gabriel’s Angels, a program that brings the healing power of dogs to children.
Adam enjoys spending time with his family—his wife, Samantha, and their young son—and finds joy in activities that promote physical and mental well-being. Whether he’s enjoying the outdoors, playing with his dog, or reading, Adam is always seeking balance and new adventures. As an avid snowboarder for over 30 years, he’s passionate about exploring the slopes and finding new ways to grow, both personally and professionally.
Above all, Adam cherishes the moments he spends with his son, watching him discover the world and learn new things every day. It’s this sense of wonder and curiosity that reminds Adam why he’s so dedicated to helping others achieve financial security and pursue their goals with confidence.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Securities Agent: TX, OH, NV, PR, FL, CT, NJ, CO, CA, NC, WA, SC, NY, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 599605
NMLS#: 599605
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
MODERN WEALTH MANAGEMENT TOOLS AND RESOURCES
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn more about Morgan Stanley Online
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk Platform
MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm.
Learn more about MS Reserved
Family Office Resources
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Learn more about Family Office ResourcesOUR VALUES
At the core of our practice, we hold a set of values that guide every decision and interaction. These values are the foundation of how we help clients assess their current financial position and build a secure future.
Relationships
Building authentic relationships with clients is key to truly understanding their unique values and financial aspirations. A strong financial strategy takes a holistic approach, going beyond the numbers to align with their evolving journey. Every individual navigates a distinct path in life, and a well-crafted financial plan should not only reflect their vision for the future but also adapt as that vision unfolds.
Advise as a Fiduciary
The responsibility of managing clients’ personal finances is one we have never taken lightly. It is a profound duty to ensure that every possible option is carefully explored, and only the most suitable strategies are recommended. In today’s fast-paced markets and ever-evolving news cycle, staying informed is not just important – it’s essential. As advisors, we are committed to continuous learning and aligning with the best minds in the financial services industry. We view clients as friends and family, and therefore, every dollar our team manages is treated with the same care and diligence as if it were our own.
Community
Financial success isn't only about personal gain- it is also about making a meaningful impact on the broader community and in the lives of others. Whether through philanthropy or financial education, we are committed to giving back in ways that create lasting positive change. These values are deeply embedded in our practice, guiding both our professional and personal approach to finance.
Family
Family is at the heart of every financial decision we make. Our goals often revolve around life’s most essential priorities – health, education, and security. Through years of experience working with diverse family dynamics, we have developed a process to help households communicate their financial values more effectively. Money can be one of the most challenging topics to discuss, yet avoiding the conversation can lead to unintended consequences. Discover how to open meaningful financial decisions with your loved ones by reading the article below:
How to Break the Ice Around Family FinancesCYBERSECURITY RESOURCE CENTER
Your security is my top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do.
The Firm is actively supporting a multitude of layers of security. Security includes the following: strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
The Firm is actively supporting a multitude of layers of security. Security includes the following: strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
Online Security Center
Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Access the Online Security Center
Maintain Good Cybersecurity Habits
Whether it’s strengthening your passwords or treating emails from unknown senders with more caution, you can take several steps to help reduce the threat of identity theft, online scams, malware, fraud and more.
Read More
Cybersecurity for Seniors: A Guide for Loved Ones
Senior citizens are regularly targeted by cyber criminals. Learn how to help protect your elderly loved ones.
Learn More
Cybersecurity 101: Staying Safe at College
College students can be prime targets for cybercriminals due to their lack of knowledge about cyber threats, frequent use of social media and usage of multiple devices.
Read moreOUR CLIENTS
Our clients are a diverse group of individuals and families navigating complex financial challenges. Their wealth, coupled with the ever-evolving regulatory framework and dynamic market conditions, requires a sophisticated and adaptive approach. We understand the unique complexities they face and are committed to providing tactical advice tailored to their evolving needs.
Business Owners
Owner-operators should establish a relationship with a financial advisor early in their business journey, rather than waiting until expansion or an exit is imminent. Aligning business and personal financial goals from the start helps navigate complex ownership transitions, preserve value, and ensure long-term sustainability. The transfer of ownership and control can be daunting, but with the right team of professionals, business owners can confidently embrace the process. Our top priority is to ensure that owners’ personal and family financial needs are met while safeguarding the future of their business.
Corporate Executives
Our team, combined with cutting-edge planning software, enables us to craft fully customized financial plans tailored specifically for corporate executives. We take a comprehensive approach, considering each client’s risk tolerance, income, trade restrictions (if applicable), tax preferences and personal goals. Additionally, we proactively develop contingency plans to safeguard against unforeseen events, ensuring financial security for high -income earners and their families.
Inheritors of Wealth
Inheriting wealth often brings more questions than answers. Unlike self-made wealth, inherited assets come with unique complexities, responsibilities, and emotional weight. It doesn’t always come in the form of cash – many heirs find themselves navigating complex ownership structures, real estate holdings, or business interests that can be difficult to understand. Too often, mismanagement arises – not out of carelessness, but from uncertainty about how to steward the wealth effectively. This can create stress, confusion, and even pressure to make the “right” decisions. In some cases, risks are improperly managed, leading to unintended consequences. Our role is to guide heirs through this transition, helping them build a strong foundation of values and financial discipline. We take great pride in ensuring that this wealth serves its highest purpose, creating lasting impact and meaning for generations to come.
Financial Professionals
Clients in the financial services industry enjoy finding a home with our team because of our ability to tailor strategies to their specific needs. They value our deep, detail-oriented approach to financial planning, as well as the extensive investment and insurance solutions we offer. Our commitment to precision and customization ensures that every aspect of their financial picture is carefully considered and optimized for long-term success.
Location
2398 E Camelback Rd
Suite 800
Phoenix, AZ 85016
US
Direct:
(602) 954-5706(602) 954-5706
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Adam M LaSacco today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
