About Lainie Small
In 2025, Lainie joined the Palm Beach Wealth Management Group at Morgan Stanley as a Vice President and Financial Advisor. She has over 40 years of experience in the financial industry. She has built strong, trusted relationships with clients, earning her a reputation for integrity and personalized service. She takes the time to deeply understand each client’s financial situation, life goals and risk tolerance, crafting customized financial plans that align with their values. By expanding to a larger group of financial advisors within Morgan Stanley, she can provide different strategies and capabilities unique to individual needs. She remains steadfast in her commitment to always act in client’s best interests.
After earning her Bachelor of Science in Business Administration from Upsala College in New Jersey, Lainie Small began her career in the New York City headquarters of E.F. Hutton & Co. in the technical analysis division. In her role, Lainie helped in finding potential investments and trading opportunities to the entire brokerage network. Within a brief time, Lainie had cultivated strong relationships with her business unit and was promoted to cover the oil and entertainment industries. She later transitioned to AllianceBernstein and covered the northeast and western regions of the Direct Sales Team for the institutional marketing unit. Her role entailed a critical focus on engaging directly with institutional asset owners and prospective clients. She transitioned to Lazard Asset Management LLC, where she focused on designing personalized investment strategies and tailored financial solutions for Ultra High-Net-Worth Multigenerational Families.
Lainie is married to Kevin and have two grown children. She values the quality time spent with family and is grateful for their love. In her spare time, Lainie enjoys cooking, exercising, hiking, traveling, and photography.
Her favorite quote, “To fully enjoy life, all of us must find our own breathing space and peace of mind.” ~ James E. Faust
Securities Agent: GA, MS, WI, PA, NY, IL, VA, MI, WY, TX, IN, DC, ND, NC, MN, ME, KY, VT, UT, TN, NV, NH, MO, MD, FL, OH, NM, CO, SC, OR, IA, CA, AZ, AL, MA, LA, DE, CT, WA, RI, NJ, MT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1674826