About Us

Services Include
  • Wealth Management1
  • Executive Financial Services2
  • Retirement Planning3
  • Estate Planning Strategies4
  • Endowments and Foundations5
  • Lending Products
  • Philanthropic Services
  • Professional Portfolio Management6
  • Sustainable Investing7
  • Stock Option Plans8
Securities Agent: TX, OH, WV, WA, VA, SC, PA, NY, NV, NJ, NC, MO, MI, ME, MA, LA, KY, KS, IL, ID, FL, DE, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1290698
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Our team’s extensive years of experience in wealth management allows us to address our clients’ financial issues with perspective and understanding.  Six highly credentialed professionals—bringing different perspectives—help our clients solve financial situations with a high degree of complexity.  With specializations in financial analysis, financial planning, and accounting, our clients make us their first call when seeking financial guidance.

    Working With You

    We listen to our clients to get to know them, then apply that knowledge when researching and finding solutions that are appropriate to each of them.  We collaborate with our clients to harmonize wealth planning and investing, enabling us to identify potentially creative solutions for their financial challenges.  We bring internal, external and global resources to our clients to help address their wealth goals—in the near term and in the future.  

    Our accessible, responsive team of professionals is dedicated to helping create a caring environment where clients’ ongoing needs are met along with coordination with our clients’ other professionals helps them make better wealth decisions, sustain their objectivity, and maintain a focus on their goals.  Our commitment to making the process easy for our clients is demonstrated through our extensive analysis, and our client communication and education.

      Location

      545 Metro Place South
      Suite 300
      Dublin, OH 43017
      US
      Direct:
      (614) 798-3220(614) 798-3220
      Toll-Free:
      (800) 457-0025(800) 457-0025
      Fax:
      (614) 798-9304(614) 798-9304

      Meet My Team

      About Me

      Linda focuses on providing integrated wealth management strategies to individuals and families.  She has been working with clients with complex financial planning needs since 1987. Linda worked for 11 years in private wealth management and for 12 years in public accounting with KPMG and Ernst and Young.  She holds a Bachelor of Business Administration degree from Kent State University and is a Certified Public Accountant (however, she does not perform this function at Morgan Stanley*).  She is a Certified Financial Planner™ professional and has her FINRA Series 7 and 66 and Ohio insurance license.  She has authored a number of articles for financial publications and is a frequent speaker on financial planning topics.  She is a member of the American Institute of CPAs.  Linda is the past chair of the Mount Carmel West Development Committee and is a past chair of the Mount Carmel Health System Foundation and a volunteer at St. Brigid of Kildare church.  She lives in Dublin with her husband Mike and two children.

      About Me

      Lori has been in the financial services industry since 1988 and has been with Morgan Stanley* and its predecessors since 1995.  She earned her FINRA Series 7 license in 1990 and her Financial Planning Associate designation in 2006.  She has served as a branch staff trainer and speaker at staff events.  Lori is a graduate of Franklin University with a Bachelors degree in Banking and Finance with an emphasis on Financial Markets.  She is an active member of her church and currently lives in Dublin with her family.
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      Market Information Delayed 20 Minutes
      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.

      2Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      3Morgan 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.

      4Morgan 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.

      5Morgan 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 suitable 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.

      7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

      8Morgan 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.

      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 suitable 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”) 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.


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