Lauren Conigliaro, CFP®
Portfolio Manager, Financial Advisor, Financial Planning Specialist
Phone:
(732) 435-2262(732) 435-2262
Morgan Stanley Private Wealth Management
Elizabeth McNeilly, CFP®
Executive Director,
Portfolio Management Director,
Alternative Investments Director,
Financial Advisor
Direct:
(732) 435-2217(732) 435-2217
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Me
Betsy is a Certified Financial Planner® TM and Executive Director at Morgan Stanley. With more than 35 years of industry experience, Betsy focuses on meeting the investment management, lifestyle and legacy planning needs of business executives, families and ultra-high net worth individuals and family offices. She also has significant experience in financing and succession planning for private business owners.
Prior to becoming a Financial Advisor, Betsy spent a decade managing a team of commercial lenders at J.P. Morgan, becoming a trusted resource to entrepreneurs and family-owned businesses. In 1998, she was offered the opportunity to become the Chief Financial Officer for a successful wholesale distributor company. The family ultimately sold its business and real estate with Betsy's astute guidance, transitioning her to Chief Investment Officer of their Family Office. She later joined BNY Mellon where she built a successful practice focusing on pre-sale planning and other investment strategies designed specifically for business owners and families with legacy planning goals.
While building her practice at BNY Mellon, Betsy enjoyed working with a number of smart and caring advisors with a similar focus and mandate: to build deep relationships with each client to be able to deliver cutting edge advice in a highly personal and high-touch manner. They officially joined forces at Morgan Stanley in late 2020.
Betsy is a proud graduate of Rutgers University where she earned a B.A. in Economics. She went on to earn her M.B.A. in Finance from New York University, and in 2006 when she pivoted to wealth management, Betsy also earned a Certified Financial Planner®TM (CFP), the recognized standard of excellence for personal financial planning.
Betsy's desire to help others is equaled only by her dedication to her community. She is Vice Chair of the Board of Directors for Rutgers University Foundation, and the Board of Trustees of the McCarter Theatre and the Strategic Planning, Audit and Professional Advisors Committees of the Princeton Area Community Foundation. Betsy and her husband, Bernie, also passionate supporters of Rutgers Future Scholars and Rutgers Athletics.
Announced as one of 2024 Forbes Best-In-State Wealth Management Teams
- Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024)
Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
NMLS#: 2087650
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams specialized in assisting individuals and families with $20MM+ in investable assets
- Over $1.2 trillion in AUM
- Comprising 26% of the Barron’s Top 100 Financial Advisors list for 2025
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, September 2025
Source: Barron's (Awarded March 2025) This ranking was determined based on an evaluation process conducted by Barron's for the period Oct 2023-Sept 2024. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on an algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the assessment of Barron's and may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Trust and Business Sale Planning
We work with clients to prepare for the transition and sale of their business. It is important to think about tax, trust and estate planning techniques to maximize economic opportunity. Below are resources that provide insight into the process of selling a business and different trusts to consider.
Planning for Life After Selling a Business
How to Handle Life's Changes After Selling a BusinessExiting Your Business - The Transaction of a Lifetime
Learn About the Three Stages of Business Succession Planning and How To PrepareSelling Your Business
Learn What Every Business Owner Should Do Before They SellFamily Limited Partnership
Learn About Family Limited PartnershipsSale to a Grantor Trust
Learn About a Grantor TrustGRATs versus Sales to Grantor Trusts
Learn About the DifferenceSpousal Lifetime Access Trusts
Learn About SLAT'sInvestment & Tax Planning Resources
Here at Morgan Stanley, we strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We offer our clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on topics that are affecting today's global markets.
Russia/Ukraine Updates
Tax Management
Tax Tables 2022 and 2023
Global Investment Committee
Market Trends
How to Handle Volatility
We are proud to work at Morgan Stanley, a global leader in financial services with a long history of putting the needs of clients first. Like us, our firm focuses on making complex financial ideas more digestible, so you can fully understand the “why” behind each recommendation we make. The articles and links below provide in-depth analysis on interesting topics that may have an impact on your wealth – not only now, but in the years ahead.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
Learn More About MSO- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App.
- eDelivery, which reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
Total Wealth View
Total Wealth View allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth ViewThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Completing your financial picture with Total Wealth View gives our clients the benefit of more informed wealth planning, more secure data access, and convenient connectivity.
Goals Planning System
Our Goals Planning System (GPS) is built on Morgan Stanley's intellectual capital and capabilities, to provide our clients with comprehensive investing and planning solutions for their individual goals.
Learn More About GPS
Online Security Center
Protecting your online security is our top priority at Morgan Stanley. We proactively defend our systems and monitor the threat landscape to help anticipate issues before they arise and respond appropriately when they do.
Learn More About Our Security Measures
Reserved Living and Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn More About The Different Offerings
Women Without Limits
Morgan Stanley Wealth Management is committed to creating opportunities for women in their careers, their wealth planning and their communities. We’re closing the gap and helping empower females throughout every stage of their lives, with tangible resources, advice and stories.
Learn MoreLocation
340 Mount Kemble Avenue
Morristown, NJ 07960
US
Direct:
(732) 435-2217(732) 435-2217
Meet My Team
Chris Connolly
Portfolio Management Associate
Phone:
(732) 435-2273(732) 435-2273
About Lauren Conigliaro, CFP®
A second-generation Financial Advisor, Lauren has dedicated her career to serving the specialized needs of successful professionals, business leaders and families living in the Greater New York area and around the country. She enjoys educating clients on how to create and implement an effective financial plan and helping them to make more informed and confident decisions about their wealth. For Lauren, professional success is measured in terms of client well-being and goal achievement.
Growing up in Basking Ridge, NJ, Lauren learned first-hand about the power of sound financial advice from her father, a successful advisor for more than 40 years.
She enjoyed observing him as he guided families in simplifying their financial challenges and working towards achieving their long-term goals. This inspired Lauren to pursue a similar career.
Upon graduating from Rutgers University, Lauren joined Lincoln Financial as a Private Wealth Advisor before moving to BNY Mellon in 2015 and Morgan Stanley in 2020. As a financial advisor, Lauren helps clients manage many aspects of their financial lives. Her areas of focus include investment management, estate planning and efficient tax planning strategies.
Lauren enjoys working with like-minded clients who value the high level of service she and her colleagues strive to deliver. Her goals-based process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a comprehensive plan and investment portfolio that reflects each client’s goals for the future. Lauren receives great satisfaction knowing she is making a significant impact on the quality of her clients’ lives and often becomes one of the most important relationships to their families.
A strong believer in paying it forward, Lauren is very active in giving back to her community. Outside of the office, Lauren enjoys spending time with her husband, Mark and their children. She loves to travel, cook, workout, and watch sports.
Growing up in Basking Ridge, NJ, Lauren learned first-hand about the power of sound financial advice from her father, a successful advisor for more than 40 years.
She enjoyed observing him as he guided families in simplifying their financial challenges and working towards achieving their long-term goals. This inspired Lauren to pursue a similar career.
Upon graduating from Rutgers University, Lauren joined Lincoln Financial as a Private Wealth Advisor before moving to BNY Mellon in 2015 and Morgan Stanley in 2020. As a financial advisor, Lauren helps clients manage many aspects of their financial lives. Her areas of focus include investment management, estate planning and efficient tax planning strategies.
Lauren enjoys working with like-minded clients who value the high level of service she and her colleagues strive to deliver. Her goals-based process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a comprehensive plan and investment portfolio that reflects each client’s goals for the future. Lauren receives great satisfaction knowing she is making a significant impact on the quality of her clients’ lives and often becomes one of the most important relationships to their families.
A strong believer in paying it forward, Lauren is very active in giving back to her community. Outside of the office, Lauren enjoys spending time with her husband, Mark and their children. She loves to travel, cook, workout, and watch sports.
About Chris Connolly
As a Portfolio Management Associate, Chris focuses on building strong client relationships and strives to provide excellent service. A consummate professional, he is often the first line of contact on a wide range of client questions and requests. Chris is involved in all aspects of client service – from opening new accounts, to executing money transfers, to implementing key elements of a client’s financial plan.
Growing up in Lake Hopatcong, NJ, Chris was always interested in the financial markets and received great satisfaction helping others. Pursuing a career in financial services was the perfect opportunity to bring these two passions together. After earning his Finance degree from Marist College in 2014, Chris began his career at BNY Mellon as a Fund Administrator, before taking on the role of Investment Operations Associate at Prudential Financial a year later.
In 2016, Chris returned to BNY Mellon to work with Elizabeth McNeilly and Lauren Conigliaro. He immediately became an integral member of their team and for the next five years served as an Associate Wealth Manager, working directly with clients to develop and execute customized strategies designed to help them achieve their goals. Chris recently rejoined Elizabeth and Lauren’s practice after they moved to Morgan Stanley in 2021.
Today, Chris calls Montclair his home. Outside of the office, he enjoys a broad array of activities including snowboarding, all things fitness, and cooking. He is also very tech savvy and loves to spend some of his free time building his own computers.
Growing up in Lake Hopatcong, NJ, Chris was always interested in the financial markets and received great satisfaction helping others. Pursuing a career in financial services was the perfect opportunity to bring these two passions together. After earning his Finance degree from Marist College in 2014, Chris began his career at BNY Mellon as a Fund Administrator, before taking on the role of Investment Operations Associate at Prudential Financial a year later.
In 2016, Chris returned to BNY Mellon to work with Elizabeth McNeilly and Lauren Conigliaro. He immediately became an integral member of their team and for the next five years served as an Associate Wealth Manager, working directly with clients to develop and execute customized strategies designed to help them achieve their goals. Chris recently rejoined Elizabeth and Lauren’s practice after they moved to Morgan Stanley in 2021.
Today, Chris calls Montclair his home. Outside of the office, he enjoys a broad array of activities including snowboarding, all things fitness, and cooking. He is also very tech savvy and loves to spend some of his free time building his own computers.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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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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
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.
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Morgan 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.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures | Morgan Stanley
CRC 4677197 (7/2025)
