Elizabeth Butler, CFP®
Vice President, Wealth Management,
Financial Advisor,
Portfolio Manager
Direct:
(315) 464-3010(315) 464-3010
Direct:
(315) 642-4569(315) 642-4569
Toll-Free:
(800) 755-5451(800) 755-5451
My Mission Statement
To provide objective, trusted ongoing guidance to help you accomplish your goals.
My Story and Services
Elizabeth is a Vice President, CERTIFIED FINANCIAL PLANNER™, Portfolio Manager and Financial Advisor with Morgan Stanley.
She earned her Bachelor of Science degree in Communication from Cornell University in 1999 and Master of Science degree in Education from Le Moyne College in 2004. Prior to joining Morgan Stanley in 2005, Elizabeth worked in Banking, Finance, Commercial Lending, and Insurance Services. In 2012 she earned her CFP® designation. Comprehensive financial planning continues to be the foundation for her practice and she remains committed to the CFP Board’s ethical standards that require her to put her clients’ interests first. In 2022 after a decade of managing corporate and non-profit retirement plans, she earned the Corporate Retirement Director title from Morgan Stanley.
Elizabeth’s capabilities and distinct skill set helps her comfortably guide clients through all phases of wealth management including wealth accumulation, preservation, and transfer. She has extensive training and experience managing investments for individuals and organizations and maintains a prudent due diligence and portfolio construction process with the ongoing monitoring of risk, cost and tax considerations. Backed by Morgan Stanley’s elite global research team and vast resources, she provides clients with the firm’s most recent outlook and implementation ideas.
Elizabeth is a member of the Financial Planning Association of Central New York. She resides in Baldwinsville, NY with her son Alexander, partner Matt and his two sons Luke and Kellen.
She earned her Bachelor of Science degree in Communication from Cornell University in 1999 and Master of Science degree in Education from Le Moyne College in 2004. Prior to joining Morgan Stanley in 2005, Elizabeth worked in Banking, Finance, Commercial Lending, and Insurance Services. In 2012 she earned her CFP® designation. Comprehensive financial planning continues to be the foundation for her practice and she remains committed to the CFP Board’s ethical standards that require her to put her clients’ interests first. In 2022 after a decade of managing corporate and non-profit retirement plans, she earned the Corporate Retirement Director title from Morgan Stanley.
Elizabeth’s capabilities and distinct skill set helps her comfortably guide clients through all phases of wealth management including wealth accumulation, preservation, and transfer. She has extensive training and experience managing investments for individuals and organizations and maintains a prudent due diligence and portfolio construction process with the ongoing monitoring of risk, cost and tax considerations. Backed by Morgan Stanley’s elite global research team and vast resources, she provides clients with the firm’s most recent outlook and implementation ideas.
Elizabeth is a member of the Financial Planning Association of Central New York. She resides in Baldwinsville, NY with her son Alexander, partner Matt and his two sons Luke and Kellen.
Securities Agent: IN, HI, OH, WV, LA, AZ, NY, NV, MD, DE, CT, VT, TN, PA, WA, IL, GA, AL, VA, MN, CO, WY, WI, UT, NC, FL, AR, SD, RI, NH, MI, ME, SC, NJ, MT, CA, TX, NE, MO, MA, DC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1297597
CA Insurance License #: 0J00208
NMLS#: 1297597
CA Insurance License #: 0J00208
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Planning Process
Our Planning Process – The first question we are often asked is “how should we invest our money?” The Financial Planning process is essential to establishing important considerations and developing a rationale to customize an investment strategy to help meet your goals. We begin with an informal conversation (phone, virtual or in person meeting) to understand your perspective, situation and goals. If we all agree to move forward, we’ll begin the Financial Planning process.
1. Understanding Your Personal and Financial Circumstances
2. Identifying and Selecting Goals
3. Analyzing Your Current Course of Action and Potential Alternative Course(s) of Action
4. Developing the Financial Planning Recommendations
5. Presenting the Financial Planning Recommendations
6. Implementing the Financial Planning Recommendations
7. Monitoring Progress and Updating
Planning Resources
At Morgan Stanley, we provide clients with easily digestible financial analysis from our market research experts. The links below provide further insight on the markets and economic landscape as well as our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life.
Tax Management
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan. Read more from Morgan Stanley's Tax Management site below.
Learn more
Solutions for Employers
For your employees, retirement is more than a date in the future – it’s a milestone that takes time, hard work and the right tools to achieve. Morgan Stanley at Work provides plan sponsors with a comprehensive suite of solutions and investment experience that helps your employees maximize their potential to reach their long-term goals.
Learn more
Retirement Planning
A firm financial strategy starts from a solid foundation. Explore the fundamentals of finance and learn how budgeting, managing debt, and allocating funds to correspond with your goals can help you take control of your future.
Learn more
Educating the Next Generation
When it comes to your children’s financial empowerment, “planting the seed” can be as simple as having a conversation.
Learn more
How to Handle Volatility
When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?
Learn moreFeatures Available to You
Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, and smart. As a part of our services, these resources are readily available to all of our clients. Learn more about each tool and feature to see how it could easily help to manage and secure your financial journey.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn more
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more
Cybersecurity
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices from our cybersecurity professionals, then explore a few of the ways we help protect you.
Learn more
MS Reserved
A tiered complimentary loyalty program featuring bespoke services, curated content and
exclusive discounts from over 60 premium brands, ranging from luxury vehicles, entertainment,
food & wine, and retail gifts. RLG includes many offers to keep your family safe and engaged at
home.
Learn moreexclusive discounts from over 60 premium brands, ranging from luxury vehicles, entertainment,
food & wine, and retail gifts. RLG includes many offers to keep your family safe and engaged at
home.
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn moreMarket Research
At Morgan Stanley, we provide clients with easily digestible financial analysis from our market research experts. The links below provide further insight on the markets and economic landscape as well as our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life.
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Listen Here
GIC Monthly On the Markets
The Global Investment Committee headlines this monthly look at markets, asset class performance and fixed income.
Latest GIC
The Morgan Stanley Minute
Explore our 1-minute investment insights videos, in this on-going series, from our firm’s leading thinkers. Discover current investment trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
Watch hereLocation
250 So. Clinton St
Ste 500
Syracuse, NY 13202
US
Direct:
(315) 464-3010(315) 464-3010
Toll-Free:
(800) 755-5451(800) 755-5451
Fax:
(315) 464-3375(315) 464-3375
Wealth Management
Global Investment Office
Portfolio Insights
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
Small Business Retirement Plans
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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 Elizabeth Butler today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 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.
5When 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.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
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, charitable giving, philanthropic 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 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.
5When 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.
6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
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, charitable giving, philanthropic 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
