Mackenzie Aey
Client Service Associate
Phone:
(614) 460-2702(614) 460-2702
Frank Lazar
Executive Director,
Financial Advisor,
Portfolio Management Director
Direct:
(614) 798-3217(614) 798-3217
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story
My life's work is dedicated to helping individuals and business owners determine and accomplish their dreams and retirement goals.
With nearly 20 years of wealth management experience in Central Ohio, I have cultivated many successful, long-term relationships because of my planning & investment process, exceptional service, and radical transparency. The greatest compliment a client can give me is that they are living a more fulfilled life because of our work together.
My passion for consultative planning processes can enable my clients to "enjoy the journey" of financial transformation by seeing their assets managed in accordance with their specific life needs. By collaborating with client's CPA, attorney, and other trusted advisors, I understand the importance of building a solid foundation to ensure that all advisors will be thorough in helping clients to accomplish their lifestyle needs.
A graduate of The Ohio State University, I began as a Financial Advisor in 2000. My distinctive approach helps clients first define specific retirement lifestyle goals, then we develop personalized investment policies that help balance the right risk and return objectives across their asset base. Establishing clear retirement goals and investment policies helps ensure that my clients and I are aligned on how success in our relationship is defined.
With nearly 20 years of wealth management experience in Central Ohio, I have cultivated many successful, long-term relationships because of my planning & investment process, exceptional service, and radical transparency. The greatest compliment a client can give me is that they are living a more fulfilled life because of our work together.
My passion for consultative planning processes can enable my clients to "enjoy the journey" of financial transformation by seeing their assets managed in accordance with their specific life needs. By collaborating with client's CPA, attorney, and other trusted advisors, I understand the importance of building a solid foundation to ensure that all advisors will be thorough in helping clients to accomplish their lifestyle needs.
A graduate of The Ohio State University, I began as a Financial Advisor in 2000. My distinctive approach helps clients first define specific retirement lifestyle goals, then we develop personalized investment policies that help balance the right risk and return objectives across their asset base. Establishing clear retirement goals and investment policies helps ensure that my clients and I are aligned on how success in our relationship is defined.
Securities Agent: SD, CA, NV, TX, KY, UT, ME, IA, GA, FL, VA, MN, KS, IL, NY, AZ, AL, MI, WV, OH, DE, MT, CO, WA, IN, NC, MA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2495664
NMLS#: 2495664
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Process
I recognize that clients have different needs and objectives. Consequently I work hard to understand your unique priorities, whether they are retirement planning, education planning, growing wealth to leave a legacy or reacting to an unanticipated life changing event. After priorities are clearly defined we customize a strategy and a monitoring process specific to each client.
Introductory Call
We begin with an informal conversation to understand your financial concerns and determine how we can add value. From this conversation we'll schedule our next meeting during which we will review important financial information
Get to Know You Meeting
We continue the dialogue by conducting an in-depth conversation where we learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you've prepared and define your priorities.
Analysis & Plan Development
Here we utilize proprietary financial planning tools to develop a personalized and detailed plan with recommendations to help you grow, preserve and transfer your wealth.
Implementation
In this step, we present appropriate strategies that are designed to work together to achieve your goals. upon your approval, we open new accounts for you at Morgan Stanley and initiate our investment recommendations. We'll also begin to implement other strategies we've discussed. These often encompass tax management strategies, as well as risk management and estate planning strategies.
Ongoing Commitment
Ongoing communication and commitment is the foundation of a successful collaboration with you. We will make every effort to keep abreast of your evolving financial needs and priorities, and provide viable strategies to help you meet them.
Review & Evaluation
We review your financial plan on a regular basis, making changes as necessary to help ensure you continue to make progress toward your financial goals.
Modern Wealth Management Tools and Resources
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn more about Morgan Stanley Online
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world's largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk Platform
Family Office Resources
Family Office Resources Family Office Resources (FOR) is a helpful resource that provides technical insight to ultra-high net worth Financial Advisors and clients across a broad range of family wealth management issues.
Learn more about Family Office Resources
Online Security Center
Safeguarding your assets and personal information is among our highest priorities here at the Hubbard Team. Learn about our extensive security measures and take advantage of our vast array of resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn more about the Online Security Center
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
Goals-Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.
Learn more about Goals-Based PlanningNewsletters From My Team
Missed a past newsletter? Find below a collection of newsletters crafted for my clients.
March 2025 Newsletter
Click here to access my March 2025 Newsletter
February 2025 Newsletter
Click here to access my February 2025 NewsletterLocation
545 Metro Place South
Suite 300
Dublin, OH 43017
US
Direct:
(614) 798-3217(614) 798-3217
Meet My Team
Linda A Gause, CFP, CPA
Financial Advisor
Phone:
(614) 798-3243(614) 798-3243
Kimberly Emerson
First Vice President, U.S. Banks
Phone:
(614) 229-4920(614) 229-4920
About Mackenzie Aey
Mackenzie brings a wealth of experience from her previous role as a Client Service Associate at Morgan Stanley in New Albany.
With a career in the financial services industry that began in 2019, she has developed a strong expertise in service knowledge and relationship-building, which are key to her success in supporting clients and enhancing their experience.
A former softball player at the University of Rio Grande, Mackenzie brings the same team spirit and dedication to her professional role. She grew up in Reynoldsburg and is a proud mother of three sons, balancing her professional commitments with her family life.
With a career in the financial services industry that began in 2019, she has developed a strong expertise in service knowledge and relationship-building, which are key to her success in supporting clients and enhancing their experience.
A former softball player at the University of Rio Grande, Mackenzie brings the same team spirit and dedication to her professional role. She grew up in Reynoldsburg and is a proud mother of three sons, balancing her professional commitments with her family life.
About Linda A Gause
Linda Gause is a CPA and CFP® with over 30 years of experience in wealth management, tax accounting and financial planning.
Linda began her career as a CPA in "Big Eight" public accounting. While working for Ernst & Young and KPMG, her focus was on corporate executives, business owners and financially complex individuals. She subsequently transitioned to wealth management and ran the financial planning practice of National City Corp, a predecessor firm of PNC.
One of Linda’s top priorities at Morgan Stanley is to help people overcome their fears and challenges around money. She enjoys getting to know clients and their families, and strives to understand fully their goals, values, and needs. She delivers customized solutions designed to preserve and grow wealth and provides clarity to personal finances with the goal of helping clients sleep better at night. She is honored to be entrusted with the financial well-being of her clients.
Linda began her career as a CPA in "Big Eight" public accounting. While working for Ernst & Young and KPMG, her focus was on corporate executives, business owners and financially complex individuals. She subsequently transitioned to wealth management and ran the financial planning practice of National City Corp, a predecessor firm of PNC.
One of Linda’s top priorities at Morgan Stanley is to help people overcome their fears and challenges around money. She enjoys getting to know clients and their families, and strives to understand fully their goals, values, and needs. She delivers customized solutions designed to preserve and grow wealth and provides clarity to personal finances with the goal of helping clients sleep better at night. She is honored to be entrusted with the financial well-being of her clients.
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
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
Rational Investing in an Age of Uncertainty
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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
Ready to start a conversation? Contact Frank Lazar today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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)
