Lauren Akers
Private Banker
Alex Garry, CIMA®
Financial Advisor
Direct:
(609) 844-7975(609) 844-7975
My Mission Statement
Advice, Planning, & Investments.
Biography
Alex Garry is a Financial Advisor and partner on The Blue Cornerstone Group at Morgan Stanley Wealth Management. With over a decade of experience working in Financial Services, Alex started his career at UBS Financial Services immediately upon graduating from college. After UBS, Alex held various positions in the asset management industry where he was responsible for communicating the benefits of different investment strategies to a wide range of institutional investors across the U.S.
During his time in asset management, Alex worked at some of the top investment firms in the world where he learned the intricacies of portfolio construction. It was also a period that shaped his views on investing. He believes that there are certain characteristics within businesses that make them higher quality investment opportunities when compared to the broader market. Those characteristics include businesses that have globally recognized brands, high levels of free cash-flow, and very strong balance sheets. From his experience, investment strategies that are aligned with this approach can potentially lead to better returns over time.
Alex graduated from Marist College in 2013 with a Bachelor of Science degree cum laude in International Business and minor in Political Science. He also holds a Certified Investment Management Analyst® (CIMA®) designation which he obtained after completing coursework at The Wharton School of Business.
Outside of work, Alex spends as much time as possible with his family. He also enjoys golfing in the Spring & Summer and snowboarding in the winter.
Securities Agent: SC, CT, AZ, NJ, PA, FL, VA, NY, NC, KY, CA, WV, NH, ME, MA, DE, WA, VT, MI, GA, TX, MD, CO; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2534491
NMLS#: 2534491
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Full Suite Of Services – Tailored To Your Needs
- Budgeting & Cash Flow Planning
- Debt Analysis
- Asset & Liability Forecasting
- Planning For the Unexpected
- Defining Your Vision of Retirement
- Income Strategies
- Paycheck Replacement
- Social Security & Pension Analysis
- Planning For Healthcare Needs
- Long-Term Care Insurance
- Economic & Business Cycle Analysis
- Asset Allocation & Capital Preservation
- Portfolio Construction/Investment Selections
- Municipal Bonds
- Tax Efficient Investing
- Private Equity & Private Credit Opportunities
- Continuous Monitoring & Report Backs
- Cash Management Strategies
- U.S. Treasury Bonds & CDs
- Home Loans & Refinancing
- Commercial Real-Estate Lending
- Business Lending Solutions
- High Net-Worth Tailored Lending Solutions
- Tax mitigation strategies
- Uses of Trusts & Asset Protection
- Legacy Planning
- Charitable Gifting
- Estate Planning Strategies
Financial Planning
Investment Planning
Private Banking
Morgan Stanley Private Bank, National Association, and Morgan Stanley Bank, N.A. are affiliates of Morgan Stanley Smith Barney LLC, and are each a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency.
Estates & Trusts
My Process
My Team and I utilize the following four step process that brings planning into action.
Step 1 – Discovery session
A meeting to learn about you, your family and your priorities. We will go into detail on your goals, values and concerns. We will gather data, documents and statements and help you organize your financial life.
Step 2 – Strategic proposal
A meeting to present our recommended course of action. We will assess the overall strength of your financial foundation and identify areas for improvement. This will include a detailed review of current net worth including all assets, liabilities, life and long-term care insurance. We will identify specific short and long- term goals.
Step 3 – Plan refinement and implementation
A meeting to refine investment strategies and execute your plan. We will present detailed financial planning action steps and provide asset allocation, investment portfolio and risk management recommendations
Step 4 – Ongoing review
Meet regularly to check progress toward your investment and financial planning goals. These meetings enable us to keep up to date on life changes, conduct regular investment reviews and progress toward goals.
Solutions To Help Grow Your Business
I work with a range of clients including attorneys and other professionals in financial services. However, one of my areas of specialty also includes working with Business Owners by helping them continue to grow their business by leveraging all of the resources that Morgan Stanley has to offer including:
- Business Lending Solutions
- Access to Morgan Stanley's Investment Bank
- Cash Flow Management
- Commercial Real-Estate Lending
- Setting Up & Managing Qualified Retirement Plans including 401(k)s and Simple IRAs
- Insurance Planning
- Healthcare Planning
- Contingency Planning & Key Person Insurance
- Cash Plus Accounts
- Executive Compensation Management
- Business Evaluation Services
- Exit Planning & Tax Mitigation Strategies
- Succession Planning
- Managing Personal Wealth Post Exit
Client Service Team
Maureen McDevitt - Portfolio Associate, Financial Planning Specialist
Phone:
(609) 620-7162(609) 620-7162
Email:maureen.mcdevitt@morganstanley.com
Location
1200 Lenox Dr.
Ste 300
Lawrenceville, NJ 08648
US
Direct:
(609) 844-7975(609) 844-7975
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Lauren Akers
Lauren Akers is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lauren began her career in financial services in 2011, and joined Morgan Stanley in 2013 as a Regional Transaction Manager for the Home Loans Division. Prior to joining the firm, she served as a Credit Analyst at PHH Mortgage.
Lauren is a graduate of Rider University, where she received a Bachelor of Science in Business Administration with a concentration in Finance. She and her family currently reside in Chesterfield, NJ. Outside of the office, Lauren dedicates her time to her family and a number of volunteer activities. Lauren also enjoys spending time with her 2 kitties, cooking, baking, reading, gardening, shopping. traveling and going to the beach. She remains active by exercising and participating in 5K runs.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Lauren began her career in financial services in 2011, and joined Morgan Stanley in 2013 as a Regional Transaction Manager for the Home Loans Division. Prior to joining the firm, she served as a Credit Analyst at PHH Mortgage.
Lauren is a graduate of Rider University, where she received a Bachelor of Science in Business Administration with a concentration in Finance. She and her family currently reside in Chesterfield, NJ. Outside of the office, Lauren dedicates her time to her family and a number of volunteer activities. Lauren also enjoys spending time with her 2 kitties, cooking, baking, reading, gardening, shopping. traveling and going to the beach. She remains active by exercising and participating in 5K runs.
NMLS#: 1457897
Wealth Management
From My Desk
Interest Rates & the Stock Market
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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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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
Are You Prepared for Tax Day?
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Ready to start a conversation? Contact Alex Garry today.
1Morgan 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.
2Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan 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.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
7Morgan 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.
8Morgan 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.
9Morgan 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.
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
2Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan 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.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
7Morgan 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.
8Morgan 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.
9Morgan 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.
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)
