My Story

There’s no universal formula for achieving the future you want. It takes careful preparation and hard work––time and effort that could otherwise be devoted to your family, your job, or your passions. That’s why you need someone on your team with the diligence and comprehensive financial know-how to anticipate and meet your needs. As your wealth management advisor, I help you plan for retirement, financially secure your family, set personal investment strategies, and more broadly help you attain the “sleep at night” comfort you deserve.

Having started my career in the financial services industry, I have over fifteen years of experience and many years still ahead. This means that for your career, your retirement, and your family, I’ll be here. In fact, family education is a key to my practice; I make it a point to get everyone on the same page in order to best harness the earning potentials of you and your family, for this generation and the next.

I’ve lived in the Baltimore area my entire life. I’m raising my family here. As a community-oriented person, I take great pride and satisfaction in helping local families protect, grow, and distribute that in which they’ve already invested so much.

To learn more about all the ways I can help clarify and achieve your financial goals, give me a call at 410-736-5343.
Services Include
  • Life Insurance1
  • 529 Plans2
  • Alternative Investments3
  • Business Succession Planning4
  • Corporate Cash Management
  • Corporate Retirement Plans5
  • Estate Planning Strategies6
  • Exchange Traded Funds7
  • Financial Planning8
  • Fixed Income9
  • Lending Products
  • Philanthropic Services
  • Planning for Education Funding10
  • Wealth Management11
Securities Agent: AZ, CA, CT, DC, DE, FL, GA, IL, KY, MD, MI, NC, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA, WI, WV; Investment Advisor Representative; General Securities Representative; Managed Futures
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working With You

As your wealth management advisor, it’s so important for me to listen. If I just tossed your assets into a nondescript portfolio, its performance might not aid your goals. I believe a truly successful financial plan takes root in your vision and grows with my hard work, careful attention, and comprehensive experience.

It starts with a deep dive; I want to know what your ideal future looks like and the risk you’re willing to take to get there. Then, I translate our discussion into a personalized financial strategy in such varied disciplines as retirement and estate planning, personal investment, business planning, and charitable gifting. To make sure this strategy is as streamlined as possible, I even collaborate with your network of accountants, lawyers, and other professionals.

Once your plan is set, I use the vast resources of Morgan Stanley and my own 15 years of experience to monitor its performance and make adjustments as your life and the market demand. At our check-in meetings, my goal is education. I’ll make sure you, your spouse, and other adult members of your family all understand not just the results of the past quarter and projections for the next, but also the strategies beneath the numbers and the bigger picture your plan paints.

    Clients

    My clients are a diverse group of corporate executives, business owners, and families that contribute greatly––either through their professional or philanthropic efforts––to furthering our local community. Some lead our hospitals; others, our banks; still others, our small businesses. They know the value of Baltimore’s tightly knit network: professional and personal trust go hand-in-hand.

    I enjoy getting to know my clients and their families. In fact, I believe it’s integral to my working method. If one of your financial plan’s main goals is to secure your spouse and adult children for the future, it will help them greatly to understand our plan and be comfortable communicating with me.

    Because every industry has its own language, I don’t expect my clients to be comfortable wielding financial jargon. While some of my clients certainly are, many are not. Because of this, education has always been important to my practice. I want you and your family to comprehend the process; I want you to feel comfortable asking me questions. I know how the whole process works and strive to be a comprehensive financial resource for my clients.
      • I believe in being there for you and your family, for the long haul
      • I believe that to be a good advisor, I must be a good listener
      • I believe “sleep at night” comfort is best achieved with a sound financial plan
      • I believe there’s no such thing as a stupid question
      • I believe in helping you and your family understand the strategies of your financial plan
      • I believe in establishing professional and personal trust with my clients
      • I believe my collaboration with your professional network streamlines your financial plan.
      • I believe in using my experience, diligence, and longevity to help protect, grow, and pass down what you’ve worked so hard to achieve

      Client Service Team

      • Lisa Hurd - Client Service Associate
        410-736-5391
        lisa.hurd@morganstanley.com

      Location

      650 South Exeter St.
      Suite 1100
      Baltimore, MD 21202
      US
      Direct:
      (410) 736-5343(410) 736-5343
      Toll Free:
      (800) 837-5833(800) 837-5833
      Fax:
      (410) 736-5499(410) 736-5499
      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Ready to start a conversation? Contact Alison Elizabeth Canning today.
      Market Information Delayed 20 Minutes
      1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      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 suitable 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.

      5Tax 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.

      6Morgan 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.

      7An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

      8Morgan 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.

      9Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      10Morgan 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.

      11Morgan 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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