John L. Resch
Senior Vice President, Wealth Management,
Financial Advisor,
Branch Manager,
Portfolio Manager
Direct:
(315) 787-3016(315) 787-3016
My Mission Statement
Delivering optimal service with a variety of investment solutions while guiding clients every step of the way.
My Story and Services
My priority is help clients achieve financial success. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in a way that is most appropriate for how you invest and what you want to achieve. With the power of Morgan Stanley, we are able to create a strategy that is meaningful and unique.
Securities Agent: WA, WY, MT, MI, WV, SC, WI, FL, MO, OH, ME, OK, LA, KS, NM, NJ, OR, VA, UT, PA, TN, TX, NY, VT, CT, DE, CA, IL, RI, NV, ID, IA, HI, MD, AZ, CO, IN, KY, MA, SD, NH, NC, MN, GA, AK, DC, AL, VI, PR, AR, MS, ND, NE; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 804481
NMLS#: 804481
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Evaluating Your Needs
To start, we will spend time determining your financial standing, including where your assets are currently allocated and what you have done up to this point.
Assessing your Risk Tolerance
I will determine your risk tolerance and how it fits in with your current financial standing. At this point, I will begin to discuss your goals and your comfort level in assuming the risk necessary to achieve those goals.
Wealth Review & Goal Determination
We will take a deep dive into your personal finances. This requires an analysis of internal expenses, performance to date, current and desired risk level, and a future retirement income analysis. It is at this point I will be able to determine the feasibility of your retirement goals and the likelihood of achieving your objectives.
Planning & Continuous Monitoring
We will collaborate to build a customized financial plan that allocates assets and builds a portfolio with your ultimate goals in mind. From there I will continue to monitor the progress of the plan, with regular meetings throughout our relationship to update you on your progress and discuss any changes if needed.
Digital Resources
Morgan Stanley's suite of Modern Wealth Management Tools allows advisors to offer more customized and comprehensive advice than anywhere else. These tools' ease of use allows for a more in-depth view of a client's financial life to be taken, resulting in better service and more well-rounded advice.
MS Online & MS Mobile
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity.
Features Include:
eAuthorizations: an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
eDelivery: reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
Managing your everyday finances such as paying bills online, sending money or transferring funds.
MS Online & MS MobileFeatures Include:
eAuthorizations: an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
eDelivery: reduces paper documents sent by mail and can protect your personal information from getting into the hands of identity thieves.
Managing your everyday finances such as paying bills online, sending money or transferring funds.
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Log into Morgan Stanley Online or download the Morgan Stanley Mobile App to link and add external accounts
Total Wealth ViewLog into Morgan Stanley Online or download the Morgan Stanley Mobile App to link and add external accounts
Portfolio Risk Platform – Powered by Aladdin
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types.
This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Portfolio Risk Platform – Powered by AladdinThis platform provides a holistic view to better enable risk to be effectively monitored and managed.
Latest Ideas & Content
I am committed to providing both prospects & clients the latest insight and resources available to be better informed in the current marketplace. The most current content available includes:
GIC Weekly Research Report (September 2020)
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC Weekly Research Report"Reopening" At The Tipping Point
How should investors think about the recovery as the U.S. balances reopening with concerns over a second wave of coronavirus infections?
"Reopening" At The Tipping PointCOVID-19 Boosts E-Commerce, Resizing U.S. Retail
Why social distancing may have kicked online shopping into higher gear—with potentially lasting impact on brick-and-mortar retail margins.
COVID-19 Boosts E-Commerce, Resizing U.S. RetailTech Stocks Face Rising Risks
As the tech-heavy Nasdaq reaches new highs, the large-cap tech leaders of the past decade could be increasingly vulnerable.
Tech Stocks Face Rising RisksLocation
821 Preemption Road
Building 400
Geneva, NY 14456
US
Direct:
(315) 787-3016(315) 787-3016
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact John L. Resch today.
1Alternative 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.
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
