Albert Lucci
My Mission Statement
My Story and Services
A CATEGORY OF ONE
At Morgan Stanley Wealth Management, exclusive access to vast resources, combined with our unique capabilities, gives me the means to support my client's goals at every stage in their lives.
Morgan Stanley's global scale and integrated resources allow me to help my clients address complex financial situations with experienced guidance and a consistent, high level of service.
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and some of the financial industry's most comprehensive, multi-award-winning platforms.
For 90 years, Morgan Stanley has put our clients at the center of all that we do. We harness the capabilities and insights of our integrated team to help clients raise, manage and allocate capital, and we continuously evolve to create a better future in the communities where we live and work.
At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
Morgan Stanley's Firmwide AI team unifies our organization's efforts to harness the full power of AI and steward its use in line with our Core Values. Our research and tools embody human-centric design, help protect our data and systems, and incorporate robust controls and oversight.
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.
RESEARCH AND DIGITAL TOOLS
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Our clients benefit from access to the intellectual capital of our Global Investment Committee, a group of leading market thinkers uniquely dedicated to providing high-quality, industry-leading investment ideas to Wealth Management clients.
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, as well as a complete view of your assets and liabilities whether they are held at Morgan Stanley or elsewhere.
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
2Morgan 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.
3Morgan 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.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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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.
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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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