John Martin
My Mission Statement
My Story
John Martin is a Vice President and Financial Advisor with Morgan Stanley Wealth Management. He serves individuals, private companies and family businesses in the pursuit of reaching their personal and business financial goals. He holds an MBA degree in Finance from St. John's University's Peter J. Tobin College of Business and has been in the financial services industry helping individuals and businesses develop comprehensive solutions around business strategy, succession planning, governance, wealth management and philanthropy since 1992.
Feel free to contact John if you're looking for a new professional relationship with a financial advisor to help you in the pursuit of your personal financial and retirement goals or a business owner/partner interested in learning how you can leverage the business resources of Morgan Stanley to grow your business
Get a Second Opinion
Do you currently work with a financial advisor? Are you comfortable with the counsel, service and solutions you are provided? 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.
NMLS#: 1383196
Online Tools and Features Available to You
Morgan Stanley strives to ensure it serves clients with technology that is safe, efficient, and smart. As part of our services, these resources are readily available to all of our clients. Learn more about each tool and feature to see how it could help manage and secure your financial journey.
Morgan Stanley Online (MSO) gives users the view of their account balance and activity, and also encompasses a suite of features that allow you to manage your everyday finances. From paying bills and sending money to transferring funds and authorizing transactions.
Securely access your Morgan Stanley account from virtually anywhere. Simply download it to your mobile device and use your Morgan Stanley Online username and password to log in for MSO resources on the go.
Goals Planning System (GPS) is a Morgan Stanley's own integrated planning tool. Build on the firms intellectual capital and capabilities. GPS is an intuitive and efficient platform used to quickly assess whether a client is "on track" to achieving their finance goals.
LifeView is a suite of planning tools that include goal based analysis that Financial Advisors can use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
Portfolio Risk Platform - Powered by Aladdin is a risk management platforms 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.
Track spending habits and manage savings by using Morgan Stanley's Spending & Budgeting Tool. This tool helps advisors monitor client cash flows across both internal and external accounts. This tool makes it easy for you and your Financial Advisor to see your complete financial picture.
For Business Owners
From the life stages of an entrepreneur to planning for life after selling a business, Morgan Stanley offers several resources fitted to the unique lives and needs of business owners. Listed below are some of the resources available to help you with these decisions.
Learn more about the life stages of an entrepreneur and how Morgan Stanley Private Wealth Management can assist.
While your objectives, financial and tax circumstances, and investment objectives are unique, Morgan Stanley can help address some of the challenges that you are likely to face.
Making key decisions at the correct junctures can help accelerate the growth of your business.
As a business owner, you have devoted your career to building your organization. Now, it is time to enjoy the incentives of your success, spending more time with your family and pursuing new challenges.
Looking to exit your business and retire? You're not alone. View the link below to learn more about the most important transaction in an entrepreneur's life.
Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall by reading more below.
MARKET ANALYSIS & INSIGHTS
Stay informed about the latest market trends with our collection of articles and tools from leading financial experts.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more
Stay up to date on the latest market trends and developments with our news feed.
Learn how to manage your money wisely and achieve your financial goals with our collection of personal finance articles.
Stay up to date on the latest technology news and developments with our collection of Morgan Stanley articles
Our security center resources section provides you with a variety of tools and resources to help you and your business from cyber threats.
Our income tax tables provide you with the information you need to calculate your federal income tax.
Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025.
Check back soon for details on upcoming events.
Location
Portfolio Insights
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
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’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.
6When 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.
7Morgan 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 and other 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
