Elizabeth Menteur
Private Banker
Herbert Hooley
Senior Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(315) 464-3007(315) 464-3007
Toll-Free:
(800) 755-5451(800) 755-5451
My Mission Statement
Because your financial position is unique, we commit ourselves to serve your diverse and changing needs through comprehensive planning, continuous monitoring and assessment while utilizing a full suite of world class investment products and services.
My Story and Services
"As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
Securities Agent: MD, AZ, FL, IL, DC, WV, RI, PA, OH, VA, TX, GA, CO, NC, IN, DE, WA, SC, NY, MA, CT, CA, WI, VT, NH, ME; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 153968
NMLS#: 153968
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
RETIREMENT PLANNING IS MORE CRUCIAL THAN EVER
Retirement issues are a major source of concern today. Longer life expectancies mean your retirement may last nearly as long as your career and rising health care costs may make your retirement increasingly expensive. Meanwhile, the uncertain future of Social Security and changes in corporate retirement plans may leave individuals responsible for funding their own retirement.
As the realities of retirement change, retirement planning is more important than ever. That's why it is important to have a Financial Advisor who can provide a holistic approach to helping you plan for the next phase of your life – an approach that factors in your financial picture.
While you're still working and building your savings, we can help you determine how you want to spend your retirement – and how much it could cost. This analysis can help quantify your retirement needs, factoring in your current and projected income and assets, and uncover potential shortfalls, showing you ways to address them. We can then help you create a saving and investment plan, monitoring and quantifying your progress toward your retirement goals.
As you transition into retirement, we can work with you to develop a sound plan to help you achieve the lifestyle you desire. At this stage, your focus shifts from saving for retirement to funding your retirement, drawing on your savings as well as the income from your investments. We will continue to monitor your activity to help assure that your retirement income continues to meet your expectations, that your spending is in line with your strategy and that you have enough money to realize your retirement goals.
Tax laws are complex and subject to change. 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 and are not "fiduciaries" (under the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise agreed to in writing by Morgan Stanley. Individuals are encouraged to consult their tax and legal advisors regarding any potential tax and related consequences of any investments made under such account.
Digital Tools
Digital technology is centered on how people communicate, consume, transact and travel. Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online & MS Mobile App
Seamlessly and securely manage your investments and everyday finances in one place with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More about MSO
eDelivery
Seamlessly and securely manage your investments and everyday finances in one place with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About eDelivery
Total Welath View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with us to provide investing and planning solutions to assist in reaching your financial goals.
Learn More About Our Planning ToolsClient Service Team
Jean Judge - Portfolio Associate
Phone:
(315) 464-3378(315) 464-3378
Email:jean.judge@morganstanley.com
Location
250 So. Clinton St
Ste 500
Syracuse, NY 13202
US
Direct:
(315) 464-3007(315) 464-3007
Toll-Free:
(800) 755-5451(800) 755-5451
Fax:
(315) 464-3375(315) 464-3375
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
Emilio LaPietra, CFP®
Financial Planning Director, Vice President
Nancy H. Sheftic, CFP®
Financial Planning Director, Assistant Vice President
About Elizabeth Menteur
Elizabeth Menteur is a Private Banker serving Morgan Stanley Wealth Management offices in New York.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Elizabeth began her career in financial services in 2013, and joined Morgan Stanley in 2017 as a Regional Client Engagement Associate. Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration
with a concentration in Finance. She lives in Saratoga Springs, New York.
Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys
traveling, painting and gluten free baking.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Elizabeth began her career in financial services in 2013, and joined Morgan Stanley in 2017 as a Regional Client Engagement Associate. Elizabeth is a graduate of Northeastern University, where she received a Bachelor of Science in Business Administration with a concentration in Finance and International Affairs and a Master of Business Administration
with a concentration in Finance. She lives in Saratoga Springs, New York.
Outside of the office, she volunteers with Invest in Girls and is a mentor and financial education coach for high school students. Elizabeth enjoys
traveling, painting and gluten free baking.
NMLS#: 2329114
About Emilio LaPietra
Emilio LaPietra is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Central Eastern New York. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Emilio began his career in financial services in 2010, and joined Morgan Stanley in 2020. Prior to his current position, he worked at Fidelity Investments.
Emilio graduated from The College of Saint Rose and holds his Certified Financial Planner® designation . He lives in Saratoga Springs, New York.
Emilio began his career in financial services in 2010, and joined Morgan Stanley in 2020. Prior to his current position, he worked at Fidelity Investments.
Emilio graduated from The College of Saint Rose and holds his Certified Financial Planner® designation . He lives in Saratoga Springs, New York.
About Nancy H. Sheftic
Nancy is an Assistant Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in upstate New York. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Nancy began her career in financial services in 2005, and joined Morgan Stanley in 2019. Prior to her current position, she was a Team Financial Advisor with Merrill Lynch.
Nancy graduated from Le Moyne College and holds her Certified Financial Planner®. Nancy holds the following registrations: Series 7, Series 63, Series 66 and Life and Health insurance licenses and is a Notary Public. She also holds a Master’s in Business Administration from Le Moyne College.
Nancy lives in Baldwinsville, NY with her husband Patrick and their two sons, Dean and Alex. In her spare time, she loves being outdoors, especially hiking and skiing. Nancy also believes strongly in women being financially empowered and is a member of Morgan Stanley’s Women in Wealth employee group as well as 100 Women Who Care CNY.
Nancy began her career in financial services in 2005, and joined Morgan Stanley in 2019. Prior to her current position, she was a Team Financial Advisor with Merrill Lynch.
Nancy graduated from Le Moyne College and holds her Certified Financial Planner®. Nancy holds the following registrations: Series 7, Series 63, Series 66 and Life and Health insurance licenses and is a Notary Public. She also holds a Master’s in Business Administration from Le Moyne College.
Nancy lives in Baldwinsville, NY with her husband Patrick and their two sons, Dean and Alex. In her spare time, she loves being outdoors, especially hiking and skiing. Nancy also believes strongly in women being financially empowered and is a member of Morgan Stanley’s Women in Wealth employee group as well as 100 Women Who Care CNY.
NMLS#: 1421563
Private Bankers, Ultra High Net Worth (“UHNW”) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact Herbert Hooley today.
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
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), 3582895 (6/2024)
