Lisa Silver
Senior Client Service Associate
Phone:
(561) 620-5096(561) 620-5096
Cynthia R Walker-LaRoche
Vice President,
Financial Advisor,
Financial Planning Specialist,
Workplace Advisor – Equity Compensation
Direct:
(561) 620-5085(561) 620-5085
Toll-Free:
(800) 321-1034(800) 321-1034
My Mission Statement
Helping clients achieve their financial goals for more than 33 years by leveraging the latest in digital technology, embracing modern planning solutions and providing a personalized investment experience.
My Story and Services
Cindy Walker-Laroche’s practice at Morgan Stanley focuses on wealth creation, financial planning and customized portfolio construction. Her responsibilities include building portfolios in the fixed income bond market with a focus on municipal bond strategies. Secondly, to review and recommend institutional money managers that would support a wealth strategy in the equity markets with concentration on various asset classes. This serves as a complement to the other team members and their areas of focus.
Her prior background includes a BS in Education from State University of New York at Geneseo. She spent years in education at the university creating an environment for training upcoming teachers while writing programs for highly gifted children. After moving to Florida, she followed her training career as a corporate training and development advisor for many south Florida corporations before migrating to the financial services business in 1987.
Cindy began her investment advisor career with E.F. Hutton in 1987. A wealth management professional for more than 30 years, she has been with Morgan Stanley since 2003.
Her passion in this business is to guide individuals through a goal based process to achieve their life long dreams. Cindy prides herself by being attentive to the needs of wealthy families and the transfer of wealth to children and grandchildren. This is the driving force for investment decisions.
Charitably inclined, Cindy has dedicated the last 15 years to serving as a consultant, donor and promoter to The Habilitation Center for the Handicapped in Boca Raton, Florida. The Hab Center is committed to providing vocational training, socialization skills, daily living skills, self-advocacy and health and wellness to mentally challenged adults.
Cindy is a native of Niagara Falls, NY but has lived in South Florida for 40 years. She resides with her husband Ron and enjoys gardening, cooking and most of all, her canine friends.
Her prior background includes a BS in Education from State University of New York at Geneseo. She spent years in education at the university creating an environment for training upcoming teachers while writing programs for highly gifted children. After moving to Florida, she followed her training career as a corporate training and development advisor for many south Florida corporations before migrating to the financial services business in 1987.
Cindy began her investment advisor career with E.F. Hutton in 1987. A wealth management professional for more than 30 years, she has been with Morgan Stanley since 2003.
Her passion in this business is to guide individuals through a goal based process to achieve their life long dreams. Cindy prides herself by being attentive to the needs of wealthy families and the transfer of wealth to children and grandchildren. This is the driving force for investment decisions.
Charitably inclined, Cindy has dedicated the last 15 years to serving as a consultant, donor and promoter to The Habilitation Center for the Handicapped in Boca Raton, Florida. The Hab Center is committed to providing vocational training, socialization skills, daily living skills, self-advocacy and health and wellness to mentally challenged adults.
Cindy is a native of Niagara Falls, NY but has lived in South Florida for 40 years. She resides with her husband Ron and enjoys gardening, cooking and most of all, her canine friends.
Securities Agent: MI, FL, NM, NV, NJ, NC, WA, SC, MO, RI, KY, AL, WI, VA, OH, IL, GA, PA, KS, CT, CO, CA, SD, ID, NY, MA, DE, AZ, VT, TX, MD; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1288390
NMLS#: 1288390
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1801 N.Military Tr
Ste 300
Boca Raton, FL 33431
US
Direct:
(561) 620-5085(561) 620-5085
Toll-Free:
(800) 321-1034(800) 321-1034
Fax:
(561) 620-5050(561) 620-5050
Meet My Team
About Lisa Silver
LISA SILVER
CLIENT SERVICE ASSOCIATE
Lisa joined Morgan Stanley in 2012. Over the past 5 years client interaction and client related services have been her primary responsibility. Lisa continues to make the most of her administrative and marketing skills and develop her knowledge in regard to helping the advisor / client financial planning process.
After graduation from college and before becoming a mother, Lisa utilized her degree in Journalism by working for a South Florida advertising firm. She was responsible for handling executive planning, media buys and B2B advertising for major accounts. In 1989, Lisa transitioned to the radio industry, subsequently working for two of the market’s top radio stations as a sales and support executive.
After meeting her Canadian-born husband, Lisa worked for a worldwide leader in electronic component distribution, where she was tasked with the multi-national responsibility of handling several major clients around the world, before moving back to South Florida in 1997.
Lisa was born in Fort Lauderdale, but raised in Cincinnati, Ohio. She graduated from the University of South Carolina with a Bachelor of Arts in Journalism and moved to Boca Raton where she has lived for 25 years with the exception of three years in Canada.
Lisa has been married for 23 years and has been a devoted mother raising her two sons, Matthew and Andrew. In her free time, she enjoys going to the beach, boating and exercising, but most of all she loves taking care of her family and her “four-legged” daughter, Lexie.
CLIENT SERVICE ASSOCIATE
Lisa joined Morgan Stanley in 2012. Over the past 5 years client interaction and client related services have been her primary responsibility. Lisa continues to make the most of her administrative and marketing skills and develop her knowledge in regard to helping the advisor / client financial planning process.
After graduation from college and before becoming a mother, Lisa utilized her degree in Journalism by working for a South Florida advertising firm. She was responsible for handling executive planning, media buys and B2B advertising for major accounts. In 1989, Lisa transitioned to the radio industry, subsequently working for two of the market’s top radio stations as a sales and support executive.
After meeting her Canadian-born husband, Lisa worked for a worldwide leader in electronic component distribution, where she was tasked with the multi-national responsibility of handling several major clients around the world, before moving back to South Florida in 1997.
Lisa was born in Fort Lauderdale, but raised in Cincinnati, Ohio. She graduated from the University of South Carolina with a Bachelor of Arts in Journalism and moved to Boca Raton where she has lived for 25 years with the exception of three years in Canada.
Lisa has been married for 23 years and has been a devoted mother raising her two sons, Matthew and Andrew. In her free time, she enjoys going to the beach, boating and exercising, but most of all she loves taking care of her family and her “four-legged” daughter, Lexie.
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
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Cynthia R Walker-LaRoche today.
1When 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.
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.
4Municipal 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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
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
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.
4Municipal 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan 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
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)
