Lori R Sackler, CIMA®, CFP®
Executive Director, Financial Advisor, Senior Portfolio Management Director, Family Wealth Director, Alternative Investments Director, Workplace Advisor - Equity Compensation
Phone:
(201) 967-6267(201) 967-6267
Evergreen Lane Wealth Management Group at Morgan Stanley
Direct:
(201) 967-6267(201) 967-6267
Toll-Free:
(800) 526-0829(800) 526-0829
Our Mission Statement
Helping clients keep up with change in their lives.
Every Person Deals With Change
Some of life’s most meaningful events involve change. Some bring joy and anticipation: marriage, the birth of a child or grandchild, a career move, retirement. Some are major liquidity events, like a significant sale of stock or a business. Others are more difficult, such as a divorce or death of a loved one. Still others involve change in your own beliefs and attitudes, like choosing investments that can make a difference.
For most people, these transitions mean financial change across a whole range of topics. At Evergreen Lane Wealth Management Group at Morgan Stanley, we help our clients keep up with change, satisfy their financial security, lifestyle and legacy concerns, and give them the freedom to reflect on current and future goals. Our disciplined strategy identifies existing or potential strategic and tactical gaps in your portfolio and wealth plans, helps address them and guides you through life’s transitions. As your Financial Advisor, we help you grow your financial, family and social capital and achieve all that is important to you.
Our clients are corporate executives, entrepreneurs and prominent professionals, many of them women with their own unique priorities and goals, as well as family offices/foundations, corporations and retirement plans. They expect customized, thoughtful advice and solutions offered in a way that respects their limited time and anticipates their complex individual circumstances. Our team’s thought leadership, combined with the vast global resources of Morgan Stanley, helps position clients for life’s inevitable changes.
For most people, these transitions mean financial change across a whole range of topics. At Evergreen Lane Wealth Management Group at Morgan Stanley, we help our clients keep up with change, satisfy their financial security, lifestyle and legacy concerns, and give them the freedom to reflect on current and future goals. Our disciplined strategy identifies existing or potential strategic and tactical gaps in your portfolio and wealth plans, helps address them and guides you through life’s transitions. As your Financial Advisor, we help you grow your financial, family and social capital and achieve all that is important to you.
Our clients are corporate executives, entrepreneurs and prominent professionals, many of them women with their own unique priorities and goals, as well as family offices/foundations, corporations and retirement plans. They expect customized, thoughtful advice and solutions offered in a way that respects their limited time and anticipates their complex individual circumstances. Our team’s thought leadership, combined with the vast global resources of Morgan Stanley, helps position clients for life’s inevitable changes.
Get a Second Opinion
- Do you currently work with a financial advisor? Are you comfortable with the counsel, service and solutions you are provided?
- Many clients first approach us with a nagging feeling that the advice they are currently getting is missing something. That’s why we offer a service we call “Second Opinion” through which we offer a forthright assessment of, and another perspective on, your existing investment portfolio and wealth management program.
- Our Second Opinion service is a way to get a feel for the kind of relationship you can expect from Evergreen Lane Wealth Management Group, within the context of your own unique circumstances and current wealth management solutions.
Services Include
- Lifestyle: Balance sheet, cash flow, education spending, retirement plans, annuities
- Risk: Investment & financial, life & disability insurance, life ins. trusts, long-term care ins.
- Investment: Asset allocation, investment management, alternative investments, private portfolio mgmt
- Legacy: Strategic estate planning, trusts, multi-generational planning
- Banking: Lending, mortgages, cash management
- Family Governance and Wealth Education: Governance structures, documents, wealth education plans
- Philanthropy Management: Charitable giving, philanthropic services (advisory, giving, connections)
- Lifestyle Advisory: Art, personal security, home, health
- Business PlanningFootnote1
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Because we take a long-term, multigenerational approach to helping our clients, it's important to develop enduring relationships built around shared values. Evergreen Lane Wealth Management Group has established a set of Core Values which express the spirit of our team and serve as our guiding principles every day.
Our Core Values
• We are committed to diligent service, responsiveness, integrity, and frequent and personal communication.
• We will use the knowledge, skills, financial and investment experience of both our staff and Morgan Stanley to serve your goals.
• We are client-focused and personally committed to your success.
• Our team’s culture embraces creativity, different perspectives and fresh opportunities. We value candor, honesty and fairness, in our lives, careers and communities.
• We advocate employee ownership and accountability; accordingly we stand behind the integrity of our firm.
• We re-invest our resources in people and technology because we believe that ongoing education and service are the hallmarks of long-term relationships.
• We insist on meticulous attention to detail and scrutiny in both planning and execution.
• We work tirelessly to both earn and keep our clients’ trust—we believe in guidance and financial advice, service and perspective.
• We enthusiastically offer the full family office suite of advisory services to our clients through our in-house expertise and by connecting clients to carefully vetted professionals.
• We encourage open and ongoing family communication as part of a holistic approach to the successful transfer of wealth from one generation to the next.
• We are convinced that an investment strategy can aim to generate market-rate financial returns, while striving to deliver positive environmental and social impact.
• We are driven to help you fill any gaps in your planning and portfolio and grow your financial, family and social capital.
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Evergreen Lane Wealth Management Group at Morgan Stanley Brochure• We will use the knowledge, skills, financial and investment experience of both our staff and Morgan Stanley to serve your goals.
• We are client-focused and personally committed to your success.
• Our team’s culture embraces creativity, different perspectives and fresh opportunities. We value candor, honesty and fairness, in our lives, careers and communities.
• We advocate employee ownership and accountability; accordingly we stand behind the integrity of our firm.
• We re-invest our resources in people and technology because we believe that ongoing education and service are the hallmarks of long-term relationships.
• We insist on meticulous attention to detail and scrutiny in both planning and execution.
• We work tirelessly to both earn and keep our clients’ trust—we believe in guidance and financial advice, service and perspective.
• We enthusiastically offer the full family office suite of advisory services to our clients through our in-house expertise and by connecting clients to carefully vetted professionals.
• We encourage open and ongoing family communication as part of a holistic approach to the successful transfer of wealth from one generation to the next.
• We are convinced that an investment strategy can aim to generate market-rate financial returns, while striving to deliver positive environmental and social impact.
• We are driven to help you fill any gaps in your planning and portfolio and grow your financial, family and social capital.
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Facilitating Family Financial Communications
Successfully transferring family wealth requires more than active and prudent financial, business and estate planning. Breakdowns in communication and trust within family units account for 70 percent of failed generational wealth transfers.
We believe that successful wealth transfers are encouraged by healthy family financial dynamics. This requires members of the family being treated with respect and some form of equity and that they be appropriately informed and engaged in open communication with each other about the family, the assets and issues surrounding transition points.
To help our clients succeed in the goal of passing their wealth and values along to the next generation, Evergreen Lane Wealth Management Group not only offers intelligent family wealth planning, but also can help facilitate family communications regarding current financial circumstances and future wealth planning.
We do this through ongoing tutelage, as well as more formalized scheduled events we call Money Talks, during which any pending transition is discussed and long-term plans are reviewed based on current circumstances.
Our goal is to do everything possible so that your wealth and values are successfully passed to your heirs according to your plans and wishes.
We believe that successful wealth transfers are encouraged by healthy family financial dynamics. This requires members of the family being treated with respect and some form of equity and that they be appropriately informed and engaged in open communication with each other about the family, the assets and issues surrounding transition points.
To help our clients succeed in the goal of passing their wealth and values along to the next generation, Evergreen Lane Wealth Management Group not only offers intelligent family wealth planning, but also can help facilitate family communications regarding current financial circumstances and future wealth planning.
We do this through ongoing tutelage, as well as more formalized scheduled events we call Money Talks, during which any pending transition is discussed and long-term plans are reviewed based on current circumstances.
Our goal is to do everything possible so that your wealth and values are successfully passed to your heirs according to your plans and wishes.
What Clients say about Evergreen Lane Wealth Management Group
Every client we work with is unique in their own way. That’s why the best way to explain what we do is by offering examples. Here are three examples of how we have helped our clients deal with change and pursue what is important to them.
A Fresh Perspective Averts a Disaster for a New Client
Composer Gustave Mahler said, "All that is not perfect down to the smallest detail is doomed to perish." When it comes to wealth management even a small detail can make all the difference. For example, one client had spent her life building a successful business with her partners. She came to us with clear goals and a wealth plan in place. We did a thorough discovery process nonetheless and found a potential flaw in her estate planning—she did not have adequate liquidity to protect against estate tax liabilities, putting her partnerships in jeopardy. We recommended to her and her attorney that she create a trust instrument funded with life insurance to pay taxes and protect the estate. Her situation is an example of why we review every detail and contingency, envision each scenario and plan for every potential transition.
Facilitating a Multigenerational Money Talk With a Wealthy Family
Prompted by one spouse’s health scare, a couple who we represent and for whom we helped craft an investing and estate plan that addressed their multiple interconnected goals, asked one of our team members to help them communicate the plan to their heirs. After a number of conversations regarding the complexities of the family relationships and history, our advisor helped the clients draft an agenda and presentations and then hold a daylong meeting with their four children. The couple were thrilled, not just at the financial clarity the meeting provided for the next generation, but that family issues that had bubbled under the surface for decades had been raised and addressed.
Reviewing a Long-term Relationship over Lunch
One day, a long-term client asked one of our advisors to lunch. The advisor was a bit surprised as their regular meetings with the client typically took place in our office. When the client was asked the reason for the change of venue, he simply said, "We can discuss it more at lunch," and a date was set. Before the lunch, the advisor reviewed the client’s files. He was a retired partner of a major consulting firm with whom we had planned and executed a comprehensive wealth management plan with a focus on retirement, estate planning and charitable giving. At lunch, the advisor offered a few additional solutions, which the client was happy to hear. The client then said that he had asked the advisor to lunch simply to make it clear that he was comfortable with the plan we'd had in place all these years. We look at this as a wonderful reminder of how our work can truly make a difference for our clients.
Building Practical Solutions for Complex Wealth Decisions
A new client, two successful law partners in NYC, came to us at a moment when “good enough” advice no longer felt acceptable: their long-time advisor had retired, their blended-family planning goals weren’t translating into the right trust outcomes, their life insurance benefits raised real concerns, and their portfolio was uncomfortably concentrated in one sector. We earned their confidence by insisting on a deeper discovery process through several “Money Talks” that looked beyond investments to the client’s whole life, priorities, and next-generation vision. From there, we coordinated the right solutions by referring the client to strong third-party professionals for insurance and trust needs, optimizing liabilities with Morgan Stanley resources and banking relationships, and executing a disciplined investment plan that unwound concentration in a tax-sensitive way, added alternatives where appropriate, and built a diversified managed portfolio tested with Morgan Stanley tools. What ultimately changed the relationship was trust: we focused on closing gaps and doing what was right for the client, even when certain steps didn’t generate fees, to deliver a truly comprehensive, “family office”-style experience. Now we are working with the next generation, the offspring of their previous marriages, who they together successfully navigated as a new healthy family unit where money talks are not a taboo.
In the News
Location
61 South Paramus Road, Fl 3rd
Paramus, NJ 07652
US
Direct:
(201) 967-6267(201) 967-6267
Toll-Free:
(800) 526-0829(800) 526-0829
Park Ave. Plaza/E 52nd Street
29th floor
New York, NY 10055
US
Direct:
(201) 967-6267(201) 967-6267
Meet Evergreen Lane Wealth Management Group
Derek R Levy, CFA
Executive Director, Financial Advisor, Family Wealth Advisor, Senior Portfolio Management Director, Financial Planning Specialist, Alternative Investments Director, Lending Specialist
Phone:
(201) 967-6315(201) 967-6315
Henry Sackler, CFP®
Associate Vice President, Wealth Management, Financial Advisor, Certified Exit Planning Advisor™ (CEPA)
Phone:
(201) 967-6278(201) 967-6278
Phone:
(201) 967-6345(201) 967-6345
Chantana Suwansiri
Wealth Management Associate
Phone:
(201) 967-6222(201) 967-6222
Anita Thomas
Sales Associate
Phone:
(201) 670-3422(201) 670-3422
About Lori R Sackler
Lori Sackler, Executive Director, is the founder and leader of Evergreen Lane Wealth Management Group at Morgan Stanley. Lori has spent the past 30 years providing comprehensive wealth management services and thoughtful financial advice to a select group of corporate executives, entrepreneurs and prominent professionals, many of them women, for whom she can have a meaningful impact. As a primary advisor to her clients and their families, she helps them keep up with change, satisfying their financial security, addressing lifestyle and legacy concerns, and guiding them through all of life’s transitions. Her disciplined strategy identifies existing or potential strategic and tactical gaps in client portfolios and plans, while helping them grow financial, family, and social capital.
Lori’s family history has deeply shaped her professional commitment to her clients. The untimely death of her mother at a young age left Lori feeling untethered and unprepared—especially financially. That experience sparked a lifelong pursuit of knowledge, inspiring her to learn how to manage money, plan thoughtfully, think strategically and make informed decisions. After graduating with Distinction from the University of Michigan, Lori earned graduate degrees in finance and music from the University of Texas and soon after became a CPA, though she no longer practices accounting. Motivated to help others avoid the uncertainty she once faced, Lori became a financial advisor dedicated to helping clients navigate change, manage difficult transitions and use their wealth to pursue what matters most to them. She has since earned a series of prestigious designations, including Certified Financial Planner™, Certified Investment Management Analyst®, Senior Portfolio Management Director, Family Wealth Director, Alternative Investments Director, Investing with Impact Director, Senior Investment Management Consultant and Lending Specialist. Today, Lori continues to bring this depth of experience and perspective to her work as an Executive Director and Workplace Advisor, helping clients navigate important financial decisions with clarity, confidence, and purpose.
Lori has authored several books and articles around what she calls “The M Word: The Money Talk.” These publications are designed to help families keep up with change, have productive money talks across generations and guide them through all life transitions.
Lori also proudly sits on several Morgan Stanley special councils and is involved in community leadership and civic activities, participating on several boards in New Jersey and New York City. In her free time Lori enjoys yoga, music, travel, and is an avid reader of history.
Lori’s family history has deeply shaped her professional commitment to her clients. The untimely death of her mother at a young age left Lori feeling untethered and unprepared—especially financially. That experience sparked a lifelong pursuit of knowledge, inspiring her to learn how to manage money, plan thoughtfully, think strategically and make informed decisions. After graduating with Distinction from the University of Michigan, Lori earned graduate degrees in finance and music from the University of Texas and soon after became a CPA, though she no longer practices accounting. Motivated to help others avoid the uncertainty she once faced, Lori became a financial advisor dedicated to helping clients navigate change, manage difficult transitions and use their wealth to pursue what matters most to them. She has since earned a series of prestigious designations, including Certified Financial Planner™, Certified Investment Management Analyst®, Senior Portfolio Management Director, Family Wealth Director, Alternative Investments Director, Investing with Impact Director, Senior Investment Management Consultant and Lending Specialist. Today, Lori continues to bring this depth of experience and perspective to her work as an Executive Director and Workplace Advisor, helping clients navigate important financial decisions with clarity, confidence, and purpose.
Lori has authored several books and articles around what she calls “The M Word: The Money Talk.” These publications are designed to help families keep up with change, have productive money talks across generations and guide them through all life transitions.
Lori also proudly sits on several Morgan Stanley special councils and is involved in community leadership and civic activities, participating on several boards in New Jersey and New York City. In her free time Lori enjoys yoga, music, travel, and is an avid reader of history.
Securities Agent: CO, MA, OK, NH, GA, CT, AZ, AR, PA, OH, NJ, AL, NM, MI, FL, KY, DE, UT, TX, SC, NC, LA, WY, RI, NV, IL, CA, OR, MD, WA, VT, VA, SD, NY, MN, ME, HI, AK, TN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278608
NMLS#: 1278608
About Derek R Levy
During his nearly 30 years in the financial services industry, Derek Levy has always taken pride in boosting the confidence of wealthy individuals and families, such as the clients of Evergreen Lane Wealth Management Group at Morgan Stanley, as they progress from milestone to milestone. A founding partner of the Group, and a holder of the prestigious Chartered Financial Analyst® designation, Derek brings our team the knowledge and experience to conduct extensive research on individual companies and third-party investment managers for potential inclusion in our clients’ portfolios.
After graduating from Washington University St. Louis with a BS in Business Administration, Derek joined Bear Stearns where he spent six years supporting the firm’s Fixed Income Derivatives trading desks in New York, London and Dublin. He joined Morgan Stanley in 2001, focusing on asset management, liability and risk management and estate preservation strategies.
Derek is a board member of the Jewish Home Foundation of North Jersey and is an active member of Temple Emanuel in Woodcliff Lake, NJ. An avid solver of crossword puzzles, he loves international travel, having visited more than 20 countries.
After graduating from Washington University St. Louis with a BS in Business Administration, Derek joined Bear Stearns where he spent six years supporting the firm’s Fixed Income Derivatives trading desks in New York, London and Dublin. He joined Morgan Stanley in 2001, focusing on asset management, liability and risk management and estate preservation strategies.
Derek is a board member of the Jewish Home Foundation of North Jersey and is an active member of Temple Emanuel in Woodcliff Lake, NJ. An avid solver of crossword puzzles, he loves international travel, having visited more than 20 countries.
Securities Agent: FL, NC, MA, IL, WA, OH, LA, DE, CO, AL, VT, RI, OR, KY, PA, NY, CA, VA, MN, ME, CT, NJ, MI, AK, UT, NM, MD, TN, SC, NV, NH, IN, AZ, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253110
NMLS#: 1253110
About Henry Sackler
Henry Sackler, a founding partner of Evergreen Lane Wealth Management Group, brings a unique background and concentrated skills to his work with corporate executives, entrepreneurs and prominent professionals. Henry’s background in the law (he no longer practices and does not provide legal advice to clients) combined with his being a Certified Financial Planner™ and a Certified Exit Planning Advisor™ gives him a distinctive perspective on how to help clients manage their wealth and risk as well as develop succession plans, sell their business, respond to liquidity events and diversify their wealth.
Henry graduated from Columbia University with a B.A. and then earned his J.D. from Tulane University. He served as a law clerk for a Bergen County judge, before practicing law for a major media company. Henry joined Morgan Stanley in 2013 and has been using a disciplined and consultative approach to help clients identify and fill gaps in their wealth strategies.
Henry is an avid fan of international soccer, a supporter of New York music and arts organizations and enjoys playing golf.
Henry graduated from Columbia University with a B.A. and then earned his J.D. from Tulane University. He served as a law clerk for a Bergen County judge, before practicing law for a major media company. Henry joined Morgan Stanley in 2013 and has been using a disciplined and consultative approach to help clients identify and fill gaps in their wealth strategies.
Henry is an avid fan of international soccer, a supporter of New York music and arts organizations and enjoys playing golf.
Securities Agent: GA, OR, NY, TN, NV, MA, IL, FL, DE, OH, MN, AK, WA, NJ, VT, NM, CA, AL, PA, MI, MD, AR, VA, TX, NH, NC, ME, HI, CT, WY, UT, RI, CO, AZ, SD, SC, OK, LA, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1297848
NMLS#: 1297848
About Stephanie Mills Brown
My career in financial services began on the Fixed Income Trading Desk, where I developed a strong foundation in financial markets, investment strategy, and the importance of disciplined decision-making. That experience gave me a deep appreciation for the complexities of the markets, but over time, I found myself drawn to Private Wealth Management because of the opportunity to pair that technical knowledge with something much more personal: helping individuals and families plan thoughtfully for their futures.
As a graduate of Colgate University with a degree in Economics, I bring both investment experience and a broad perspective to the financial planning process. My approach is rooted in listening first taking the time to understand each client’s goals, values, concerns, and family dynamics before developing a strategy designed around their unique circumstances.
As a Certified Financial Planner, I work closely with clients through many of life’s important transitions and milestones. This may include saving for a child’s education, preparing for retirement, navigating career changes, building long-term investment strategies, or developing thoughtful gifting and wealth transfer plans for the next generation. I believe financial planning is most effective when it is comprehensive, personal, and flexible enough to evolve as life changes.
As a wife and mother of three, I also understand firsthand the many demands and competing priorities that families face every day. That perspective deeply shapes the way I work with clients. I know that a successful financial plan needs to make sense not only on paper, but also within the realities of everyday life balancing long-term goals with the needs, responsibilities, and moments that matter most along the way.
As a graduate of Colgate University with a degree in Economics, I bring both investment experience and a broad perspective to the financial planning process. My approach is rooted in listening first taking the time to understand each client’s goals, values, concerns, and family dynamics before developing a strategy designed around their unique circumstances.
As a Certified Financial Planner, I work closely with clients through many of life’s important transitions and milestones. This may include saving for a child’s education, preparing for retirement, navigating career changes, building long-term investment strategies, or developing thoughtful gifting and wealth transfer plans for the next generation. I believe financial planning is most effective when it is comprehensive, personal, and flexible enough to evolve as life changes.
As a wife and mother of three, I also understand firsthand the many demands and competing priorities that families face every day. That perspective deeply shapes the way I work with clients. I know that a successful financial plan needs to make sense not only on paper, but also within the realities of everyday life balancing long-term goals with the needs, responsibilities, and moments that matter most along the way.
Securities Agent: OH, UT, AK, TX, TN, NC, MA, CO, NM, SC, MN, AZ, OR, MI, MD, NV, KY, VT, PA, NH, DE, ME, CT, AL, NJ, LA, IN, IL, FL, CA, RI, NY, DC, WA, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1255740
NMLS#: 1255740
About Chantana Suwansiri
Chantana provides attentive and personalized portfolio service to the clients of Evergreen Lane Wealth Management Group. She holds Series 7, 31 and 66 licenses. As a Wealth Management Associate, Chantana works with the team’s financial advisors to identify and assist with Morgan Stanley services and solutions that support the investment needs of our clients. She has a degree in Computer Science from New Jersey Institute of Technology. In her free time Chantana enjoys snowboarding and mountain biking.
Contact Lori R Sackler
Contact Derek R Levy
Contact Henry Sackler
Contact Stephanie Mills Brown
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Preston Evans
Planning Associate
About Preston Evans
Preston Evans is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define the goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Preston provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Bowling Green State University and received the Financial Planning Specialist® designation from the College for Financial Planning. Preston is originally from Perrysburg, Ohio and currently resides in Chicago, Illinois.
He earned his undergraduate degree from Bowling Green State University and received the Financial Planning Specialist® designation from the College for Financial Planning. Preston is originally from Perrysburg, Ohio and currently resides in Chicago, Illinois.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.
When 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.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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, charitable giving, philanthropic planning and other legal matters.
When 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.
Wealth Management
From Our Team
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Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
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- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Evergreen Lane Wealth Management Group today.
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.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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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 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.
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 Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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 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.
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), 4763067 (9/2025)
