Lauren Conigliaro, CFP®
Portfolio Manager, Financial Advisor, Financial Planning Specialist
Phone:
(732) 435-2262(732) 435-2262
Elizabeth A 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 PlannerTM (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.*
Our Approach
When working with our clients, we take a strategic and comprehensive approach to serving you and your family in order to address the goals and needs of your financial situation.
Discovery Process
We take the time to listen to you and your family. We consider all of your challenges, goals, and aspirations in addition to your assets, liabilities and risk exposures, so we can formulate strategies around you.
Forming Your Strategy
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to achieving your success. This strategy will reflect the applicable risk, opportunities and taxation, while also integrating your investment and estate plans.
Implementing Your Plan
We conduct extensive research and analysis, and also utilize Morgan Stanley’s full suite of resources to ensure swift decisive action in all market scenarios.
Ongoing Service
We check in with you to deliver reviews and metrics around your portfolio, adapt your strategy as your needs evolve and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
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 making 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 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 all 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 delivers. 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 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 all 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 delivers. 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 providing superior 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
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
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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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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 A McNeilly today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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)
